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Adobe Connect Essential Training

Adobe Connect Essential Training

with Tim Plumer, Jr.

 


In Adobe Connect Essential Training, author Tim Plumer, Jr. explains how to deliver and host interactive web meetings, webinars, and e-learning tutorials using Adobe Connect. The course covers the software's many tools for streamlining communication and engaging participants, such as the screen sharing, full-screen, and whiteboard features. Also included are tutorials on recording presentations, video conferencing, and using Connect with an iPhone or Android-based smartphone. Exercise files accompany the course.
Topics include:
  • Creating a new meeting
  • Understanding and managing pods
  • Incorporating PDFs, JPEGs, and interactive content
  • Enabling public and private chat sessions for attendees
  • Sharing files and links
  • Polling an audience
  • Using a web camera
  • Controlling a participant's screen

show more

author
Tim Plumer, Jr.
subject
Business, Collaboration, Web Conferencing
software
Connect
level
Beginner
duration
4h 38m
released
Feb 24, 2011
updated
Sep 09, 2011

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Introduction
Welcome
00:04Hello! My name is Tim Plumer, Jr.,
00:06and I'd like to welcome you to Adobe Connect Essential Training.
00:09In this course, I'll show you how to setup and use Adobe Connect for web conferencing.
00:14I'll do more than just show you what the tools do though.
00:16Along the way, I'll share with you the many tips that I've learned while doing
00:20my own presentations or hosting my own virtual meetings.
00:23I'll explain to you how to present basic content, but also how to think of the
00:28meeting space qs more of a room where your participants can chat and answer
00:32polls within the meeting.
00:34I'll demonstrate the importance of using the whiteboard option in a session, as
00:38well as posting complete SWF files to play within your meeting, and I'll show
00:43you how to use an attached web cam to include video conferencing along with how
00:47to control someone else's screen during your session.
00:50So let's get rolling with Connect Essential Training!
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Using the exercise files
00:00I'd like to take just a moment to go over the Exercise Files with you.
00:03If you are a premium subscriber to the lynda.com Library or if you are watching
00:07this on disk, you have access to these Exercise Files.
00:11Download them, unzip them, and load them onto your desktop.
00:14When you do, you'll find a single folder with a set of assets inside that folder.
00:19Unlike some of the other courses in the Training Library, I've decided to
00:23provide you a single set of assets that we'll use in the various lessons in the course.
00:28I've done that, because Connect doesn't actually edit any of these assets directly.
00:33So we can use them over and over again for each individual lesson.
00:36That saves a little bit of disk space on your system and makes it easier to manage these.
00:40So once you have these unpacked and ready to go, start your lessons and enjoy.
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1. Using Adobe Connect to Collaborate
What is Adobe Connect?
00:01Before we get started learning how to use Connect, I want to talk a little
00:03bit about what it is.
00:05First off, it's a web-based tool for presenting, so that you can share content
00:09with an audience via the web.
00:11But it's also a Flash-based collaboration tool, which means that you can work on
00:16any platform with a static meeting room.
00:19A static meeting room is important because that means that you have a single URL
00:23that you can use for a given meeting.
00:25It doesn't have to change when you want to meet at a different time or if you
00:29want to keep that room to use over and over again.
00:32That static meeting room URL is something that you can even put on your business
00:36card or in your e-mail signature as a place to meet.
00:39It has a variety of eLearning tools built into it that allow you to do things
00:43like professional development, or even K-12 or college-level education via the web.
00:49And because it allows you to record, you can create archives of your meetings
00:53and classes that you can send to people after the fact for review, or even share
00:57with people who weren't able to attend in person.
01:01It's even useful as a portal.
01:03When you have a PowerPoint file for example that has a web link in it, that
01:07link is active in the room so that people can use it to surf to that page
01:10right from the meeting.
01:12Your content that you use within a Connect meeting room is stored on the
01:15server and you can make it available to people even outside of the context of
01:20the Connect meeting.
01:21So, if you think of Connect as a tool for doing more than just presenting,
01:25it's a tool for leveraging the web for collaboration.
01:28If you think that way, then you're going to get a lot more from this tool
01:32than you might realize.
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The Adobe Connect family of products
00:00When I use the term Adobe Connect, I am actually talking about a family of products.
00:04What I would like to do is just describe that family so that you can
00:06understand the pieces of it.
00:08In the upcoming training, we'll cover each of them in some detail, so that
00:12you'll understand how to use them.
00:13But to get it started, I just want to introduce them to you.
00:16The first is the Connect Meeting.
00:18It's the main tool that you'll use to present information or host collaborative
00:23sessions via the web.
00:25Next is the Connect Desktop application.
00:28With it, you'll manage meetings and recordings directly from the desktop without
00:32having to use the meeting room or enter through the Connect portal.
00:36For those of you who are on the go, there is the Connect Mobile application,
00:39which allows you to attend from your smart phone or tablet device.
00:43Then finally, the Connect admin portal, which is simply a web site that allows
00:47you to go in and administer Connect.
00:49For example, it allows you to create meetings and add users to the system that
00:53you can invite to your meetings.
00:56This group of tools in the Connect family all work together to allow you to do
01:00the things that we're going to cover in detail in the upcoming training.
Collapse this transcript
Obtaining a license to use for the training
00:00If you don't have a Connect account that you can use, you can create a 30-day
00:03free trial from Adobe.
00:05In fact, even if you do have a corporate Connect account that you're learning
00:08to use, it might be a good idea to set this trial account up because it's
00:12going to give you a place that you can work without worrying that you might
00:16mess up your corporate account.
00:17And it's a clean slate like the clean slate that I'm starting with here in this training.
00:22So let's go ahead and set one of those up.
00:24I am going to click on products here at Adobe.com.
00:27This is just the standard Adobe.com web site.
00:30Among the products if I scroll down, I'll see Adobe Connect, and there is a lot
00:36of information that you might want to take a look at here.
00:38I'm specifically interested in the Sign up for a 30 day trial link.
00:42So I'll click that.
00:45If you have an Adobe ID, which is an email address and a password, then you can
00:49go ahead and plug that information in here.
00:52If you don't, you can go through the process of creating one by clicking over here.
00:57Either way, you will need one to create a 30-day free trial.
01:00Once I've clicked on that link, the first step is to go ahead and add an email.
01:06That will be my login or my username, and then create a password, plus there is
01:11a variety of information that Adobe is looking for understand why I'm
01:14interested in Connect.
01:15Now I am not going to make you watch me fill all of this stuff in here.
01:19But I'll just scroll down and say that once you do, you click on accept the
01:22terms and click on Submit.
01:25The next thing that will happen is that Adobe will send you an email with your
01:2930-day free trial information in it.
01:31I've got that email open over here.
01:33So we'll jump over to this tab and here it is.
01:36The three things that I am looking for are my Account URL.
01:39That's the URL that I am going to use as the base URL for everything that I do
01:42in Connect from here on now.
01:44Also, I'll find my username and password that I can use to log in to the account.
01:49So to log in to the account, I am simply going to click the link here.
01:52You'll go ahead and add your username and password and click Login.
02:07The first time you do it, Adobe wants to know that you understand the terms of the service.
02:11If you'd like to scroll through this and read this-- you should always do this
02:14whenever you're agreeing to something-- but I've already read it several times.
02:17So I am simply going to click Yes and click Submit, and I'll enter the Adobe
02:23Connect dashboard, and this is where I'll begin everything.
02:25And one more alert dialog box to go through.
02:28This is just an Expiration Notification that Adobe is providing to let you know
02:32that the account is scheduled to expire.
02:35I'll say that Don't Remind Me Again, because I can remember that.
02:39At this point, you are setup, you are ready to go, and you are ready to complete
02:42the rest of the training.
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A quick start guide to Connect
00:00If you're like me and you have a Connect account, you probably just want to roll
00:03your sleeves up, get in, and get working.
00:06So what I am going to do now is give you a little quick start.
00:09I am going to show you how to set up a meeting. We are then going to log into
00:12that meeting, so that you can see how that process works.
00:15We will upload some content into the meeting.
00:17We will start audio and activate a webcam and then we will even invite people
00:21to the meeting so that we can present to them.
00:24After we are set and done, we will go ahead and close the meeting.
00:27That will give you the basics that you need to get started right away
00:29presenting with connect.
00:31The first thing that we need to do is create a meeting, and I am going to select
00:35Paste because I have actually copied the URL to my connect server.
00:39This is going to take me into my Connect portal.
00:41Now hit Return and this is where we're going to start the process by creating a meeting.
00:47I'll use my login and password.
00:51My login is going to be an email address that I used for my username.
00:55My password is a password that either the administrator of the system assigned
00:58forming or if I am that administrator, I created for myself.
01:04Now this is a 30-day trial of Connect and so I'm getting the
01:07expiration notification.
01:09If you're not using a 30-day trial you won't see this.
01:11So I am just going to select Don't Remind Me Again, and to create a meeting I am
01:15going to select Meetings.
01:18I have no meetings created. This is the first time I have done anything so I'm
01:21going to go ahead and select New Meeting.
01:22I will give my meeting a name. This is going to be a Sales Presentation and I'm
01:33going to get the meeting a custom URL.
01:39And this is important because this meeting can always be accessed with this URL.
01:44It contains the base URL that we use to log into the portal in the first place
01:48with a slash and then the rest of the URL that I've chosen.
01:52I'm going to skip everything down to the access, because for this meeting
01:57I don't want to worry about limiting access. I want anyone who knows that URL to
02:01be able to enter the meeting.
02:02We will go ahead and scroll down and then I'm not going to include any audio
02:09conferencing with this meeting.
02:10For your first few meetings, you may very well decide to either use a
02:14telephone conferencing solution that is in no way integrated with Connect or
02:18the built-in Voice over IP that comes as a part of Connect and I will show you how to do that.
02:24At this point we have created our meeting.
02:25I am simply going to select Finish.
02:28I can from right here select Enter Meeting Room or even click on this URL to
02:34jump into the meeting room.
02:35But I am going to do it a little bit differently because I want you to see what
02:38it looks like to log into a meeting for the first time.
02:41So I'll go ahead and close my browser, restart my browser, and I'm going to
02:49paste the base URL in and then type in salespresentation and that will take me
02:57into a meeting. Now because I'm trying to log into a meeting room I have two choices here.
03:04I can enter as a guest and if I do I should make sure to put my name in here not
03:08something like guest or person or whatever. Because I do have a login on the
03:12system and in fact I am a host of this room because I'm creating this room, I'm
03:16going to use my login and then enter the room.
03:30Now this is a default layout that connect creates for every room when you're
03:34just getting started and the first thing that I want to do while I am in here is
03:38put some content in the room that I plan to share with my audience.
03:42I'm going to use this large area here called a Share pod to upload a PowerPoint
03:47file that I plan to show off.
03:48So I am going to click on this little arrow here and choose Share Document.
03:53I will browse my computer and among the document types that I can share is PowerPoint.
04:00I can also share JPEG files, PDF files, MP3 files, some video file types, and others.
04:06We will cover that later.
04:07At this point, all I want to do is share a quick presentation.
04:11Now this file here is among the Exercise Files that you'll have if you're
04:14a Premium subscriber.
04:16If not you can certainly feel free to choose your own PowerPoint file that you
04:20might want to use for an actual meeting.
04:21So I will click Open and then Connect will upload the PowerPoint file so that
04:25it can convert it and share it with your audience.
04:28If all I want to do is show this presentation to an audience, I suppose that
04:32could be done but there are another couple of steps that I want to take to make
04:36the meeting a little bit more meaningful.
04:38First off, I am going to want to activate my microphone so that I can use
04:41Voice over IP to talk to my audience through their computer.
04:45To do that, I'm going to roll up over the little microphone icon and
04:49click Connect My Audio.
04:50The Adobe Flash Player is going to ask for permission to share sound through my
04:55computer to your computer. That's just to protect your privacy. I will only have
04:59to do this once per session.
05:01It won't happen every time I try to present.
05:05Now I can tell that my microphone is configured and working properly because I
05:09can see the little icon of sound waves emanating from the microphone itself.
05:14If for some reason that's not working then I'm going to select Meeting and I'm
05:18going to run something called the Audio Setup Wizard.
05:20That's just a tool that will help me to configure my computer system so
05:24that Connect can access the microphone that it needs to be able to
05:28broadcast my audio.
05:29Now I'm almost ready to present but I want people to be able to see me using my webcam.
05:35So what I am going to do is come over here to the Video pod and I am going to
05:39select Start My Webcam.
05:42I'll preview myself to make sure that everything is okay.
05:45I'll click Start Sharing and this is what the audience is going to see.
05:51Before I allow my audience to come into the room, I'm going to go ahead
05:54and pause my webcam because I'm going to take a few more steps to get
05:57myself configured and set up correctly and I don't necessarily want my
06:01audience to watch me doing it.
06:03By pausing the webcam, I've created a little picture of myself that they can look at.
06:07Now, I'm basically ready to go, although there's one more setup step that I may
06:11want to take before I start presenting in meetings.
06:13I'm going to click Stop Sharing.
06:16At some point, I may decide that I want to share my screen because Connect
06:20can allow me to show my audience what I'm doing on my computer through this
06:23thing called the Share pod.
06:25When I click this button, the Adobe connect Add-in is going to ask for
06:29permission to install itself from the Connect server.
06:33This is actually a little tiny tool that will allow me to run my meeting in two
06:37ways that are very useful.
06:38One, I can use the Screen Share and the Screen Share is incredibly valuable
06:42because it allows you to do a lot of things that you might not be able to do
06:45through a Share pod otherwise.
06:47And two it allows me to move my meeting outside of this browser window and fill
06:51my screen with the meeting interface, which will make it easier to work with.
06:55So in all cases as a presenter, I am going to want this.
06:58If this little dialog pops up, I will select Yes.
07:02The Add-in will download, install itself, the Meeting will jump outside of the
07:06browser window into the Connect Add-in, and I can tell that that's happened also
07:10because on my start bar or in my dokc, I will see this little icon as a
07:14separate application that's running.
07:17So my Meeting is configured. I'm almost ready to go.
07:20I'm actually going to go ahead and select Recently Shared so that I can bring
07:23the Annual Report Presentation back to the screen and I am ready to invite my
07:27audience into the room.
07:28I will select Meeting > Manage Access & Entry > Invite Participants.
07:35Remember the URL that I created is a static thing.
07:38So, all I need to do is either copy and paste this out of this little dialog box
07:43by simply drag-selecting it and copying it, or I can even click Compose email
07:47in which case Connect will talk to my email client, compose an outgoing message
07:52with some information in it that all I need to do is address and send and my
07:56participants will have their invitation to the meeting.
07:58Once they have it, they can go ahead and type it into their browser and they'll
08:02start to come into the meeting and I'll see them in the Attendee pod.
08:06So at the meeting start time, I will keep an eye on the Attendee pod for looking
08:09to join the meeting.
08:11Now that I see that there is at least another attendee in the meeting, I can
08:14click on this little triangle to see that Olivia has joined the meeting.
08:18I'm going to activate my microphone to allow myself to be heard.
08:23I'll start my webcam again so that Olivia can see who I am and last but not
08:29least if I want to give Olivia access to the meeting so that she can ask me
08:33questions and such, I'm not going to allow her to talk via Voice over IP; I am
08:38going to allow her to chat and to let her know that she can do that I'm going to chat her first.
08:49And I'll watch the Chat pod to see that she's typing and I can see that she has responded.
08:54So I am going to go ahead and pause the camera because if the meeting is over,
08:59it's time to go ahead and wrap it up, so all I need to do is select Meeting, end
09:05the meeting, customize this type if I want to,
09:13click OK, and that will end the meeting.
09:16So there you have it.
09:17That's how to host a simple presentation meeting via the web.
09:20Though there's much more to learn and much more that Connect can do, you're at
09:24least ready to get started with the basics.
09:27So join me for the rest of this training where I'll show you not just what
09:30Connect can do for you, but how you can use a tool like this to its fullest.
Collapse this transcript
2. Creating a Meeting
Creating a new meeting
00:00The most basic tool that you're going to use with Connect is a meeting.
00:03It's your place on the web to both present and collaborate, and it's a flexible
00:08place that you will set up before you really can do anything else.
00:11So let's dive right in and create our first meeting.
00:15Here in the Connect portal I've got a tab for Meetings.
00:17So I am going to click it.
00:19If I have meetings setup, they'll appear down here. Since I don't, I am going to
00:23click New Meeting, and this is where I can begin the process.
00:27I'll name my meeting.
00:33I will give it a custom URL.
00:38Note that I can't have any spaces or special characters.
00:42It can be letters or numbers only.
00:44And the base URL, connectpro84435430 .adobeconnect.com, is the base URL [00:00:50.55 for everything.
00:54So, all of the meetings that I have on this trial account are going to start
00:57with that /timsmeeting.
00:59That's really handy because from now on I can always refer to this as /timsmeeting.
01:04A lot of corporations do that. In fact when I'm setting up meetings for myself,
01:08all I do is tell my colleagues and friends and the people that I am going to
01:11meet with, meet me in slash whatever the meeting name is going to be.
01:15I can provide a summary.
01:17I am not going to do that here.
01:18In fact, I don't generally do that, but if the meeting has a very specific
01:21purpose, it's not a bad idea to give it a summary.
01:24As I scroll down, there is a Start Time and a Duration that frankly don't mean anything.
01:29One of the things that meetings in Connect are good for is their permanence.
01:34That meeting URL is always available.
01:36It doesn't matter what time I set.
01:38The time basically is something that I can set so that maybe I know when a
01:42particular meeting is supposed to start.
01:44But frankly, I rarely do anything with this.
01:46I'll leave it alone and it won't affect anything.
01:49Later, we'll learn how to create a meeting template.
01:52If I have meeting templates created, which I don't yet, I can choose from among them.
01:56That really probably doesn't mean much to you right now.
01:58So just hold on and we'll cover that later.
02:01However, I do want to take a look here.
02:03The Access is something that we are going to learn more about later on.
02:06For this particular meeting because I want anyone to be able to access it to
02:10whom I give the URL, I'm going to choose Anyone who has the URL for the
02:14meeting can enter the room, and that means there is no passwords, there is no
02:18user account necessary.
02:19It's just a wide-open meeting as long as you know the URL.
02:22And then finally, I'll want to determine the kind of audio that I'm going to use.
02:27If I have a conference call utility or if I'm using something called Universal
02:32Voice which we'll also cover later, I can choose that information here.
02:36Because this account is brand-new and I have set none of that stuff up,
02:39the only options that I have are Do not include any audio conference with this
02:43meeting or I can select Include audio conference details and put a phone number in,
02:47but this is in no way integrated with Connect.
02:51This is a separate audio conference utility, and by putting information in here
02:55all I am doing is just giving myself information about what audio conference
02:59solution I would use outside of Connect.
03:01We're going to talk about setting up different methods of using audio with
03:05Connect including Voice over IP.
03:08So for this meeting, I am just going to select Do not include any audio
03:11conference with this meeting.
03:13That way, I can use Voice over IP built-in to Connect.
03:16I don't have to worry about audio conferencing outside of Connect, and I'm
03:21basically done with my meeting setup.
03:23So I can go ahead and click Finish and here is the information about the meeting.
03:27Now at this point, I can surf around and find out other things about the meeting
03:31but I really want to just dive right in.
03:33So to dive right in, I can either click on the URL here or if I scroll down,
03:38there is a button that says Enter Meeting Room.
03:40Either will do exactly the same thing.
03:42So I am just going to go ahead and click here. Connect loads up and here we are.
03:47This is a Connect meeting room.
03:49It's based on a standard template that came with the 30-day trial.
03:53It has some information or some pods that I can use.
03:57We are going to cover all of that stuff later but there is one more thing that
04:00you'll want to do for your first meeting to set yourself up.
04:03This meeting is happening inside the browser. As the person who's running the
04:08meeting, someone that you will come to understand is called a host, wants to run
04:12this meeting outside of the browser for a couple of different reasons.
04:16To do that, you're going to need to install the Connect Add-in.
04:20Now there's no Connect Add-in Install button that you can see in the interface here.
04:24So the quickest way to actually have Connect add it for you is to select Share My Screen.
04:29If you click on that, Adobe Flash is going to say, "Look, to use the application
04:33you need the Adobe Connect Add-in.
04:34Would you like to install it now?"
04:37And the answer is yes, I would.
04:41It literally takes just a few moments and then the meeting is essentially
04:45handed over to the Connect Add-in and I'm working in my meeting in the way that
04:49I'll be working with it throughout the training and frankly throughout my use of Connect.
04:54So at this point, you're in your meeting room and you're ready to go.
04:57So you're ready for the rest of the training.
Collapse this transcript
Inviting people to your meeting
00:00One of the first things that you'll want to be able to do after you create a
00:02meeting is invite people to it.
00:05And so here in my Connect dashboard, I am going to go to Meeting and I want
00:08to show you a couple of methods that you can use to invite people to attend your meeting.
00:12Now notice that the meeting has a Start Time and a Duration listed.
00:16This really doesn't mean anything because the meeting is something that is permanent.
00:20And the invitation to the meeting is simply the URL to the meeting.
00:24So I am going to go ahead and click on my meeting here.
00:26And the URL that I have here is a URL that I can use over and over and over again.
00:31The Start Time and the Duration is really just informational for you if you want
00:35to know when you're supposed to meet.
00:37But you can use this over-and-over again.
00:40So to share this meeting with somebody else, one of the first things that you
00:43can do is simply come in here to the meeting dashboard, drag-select the Meetings URL,
00:47right-click on it or Control+ Click on the Macintosh and copy this, paste
00:52this into an email, send it off.
00:54Although if you're actually in the middle of a meeting and you want to do this,
00:58you don't have to go through this whole step.
00:59All you need to do is in the meeting-- I am going to go ahead and launch
01:02the meeting room now.
01:05Go to the Meeting menu and then select Manage Access and Entry and select
01:10Invite Participants.
01:11Now nothing is actually going to happen right now because this is just going to
01:16give you the meeting URL.
01:18If I click Compose e-mail though what will happen is Connect will talk to your
01:22e-mail client. It will fire it up and will produce an e-mail with some information
01:26in it including URL that you can then address and send off to your participants.
01:31What I'll typically do with this myself though is, is just grab this,
01:34right-click or Control+Click on the Mac, copy it, and then paste it into an
01:38email that I am composing myself.
01:40But either way, inviting participants to your meeting need be nothing really more
01:45than copying down this URL and sending it out.
01:48In fact because these meetings are permanent and this URL is static, I can
01:53actually put this on things like my business card or in my e-mail signature.
01:58Another thing to note is that the Connect URL that is before the meeting name,
02:03so everything before that right there, is all stuff that is going to stay the same.
02:08Now this happens to be a 30-day trial, so it's kind of a long URL.
02:11But yours might be you know your company name .connect.com or something like that.
02:17And what ends up happening is that you begin to understand that you can refer to
02:20your meeting as /timsmeeting, or /companymeeting, or whatever.
02:27In fact in my company when I use this, we actually meet frequently using Connect
02:31even though we're in the same building because it's more convenient than leaving
02:34our office and whatnot.
02:35And so I'll call somebody up and I'll say, hey Joe, meet me in /timothyp or meet
02:40me in /companymeeting, or something like that.
02:43We know to type the rest of the URL in, type in the meeting, and bang, we're good to go.
02:47So inviting people to your meeting really needn't be a complicated affair.
02:51It's just a matter of sending out the URL.
02:54The URL is something that doesn't change once you've created a meeting.
02:57So it's actually a very convenient way to create a consistent meeting space
03:01that you can use.
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Creating users on your Connect account
00:00Some of the meetings that you host will need to be private and controlled.
00:03Meaning that you want to make sure that you know who's in the room and
00:07really not allow people who would be inappropriate for the meeting to attend the meeting.
00:11So to do this, what we are going to do is create specific users on your Connect
00:15account and then we are going to attach them to the room by making them
00:19participants in the meeting and then protecting the meeting from anyone but
00:23users that you've added.
00:24So to get started, we will go ahead and create a user.
00:27That's an administrative task and to do so, first I am going to click on Administration.
00:33One point here. One of the reasons that we created the 30-day trial to use
00:37for this training, is because it gives you full administrative access to your Connect trial.
00:42Your corporate account may not allow you access to these administrative tasks.
00:47You may actually have to ask your Systems Administrator in order to be able to do this.
00:51So part of the reason that you'll want to watch this training anyway is because
00:55it will give you a sense of what you need to ask for, if you need to create
00:59users for the purpose of creating a meeting that's private.
01:02Now if you have administrative access, you click on Administration button, click
01:06on Users and Groups, and you will go ahead and add a user.
01:10Right now I only have myself as a user in this Connect instance.
01:15So I'll scroll down, because what I want to do is create a new user.
01:19I'll need to add some information.
01:21So the user's name.
01:31And we'll use Olivia's email address for her username.
01:44I don't need her phone number.
01:45It's not a bad idea to put it in if I know it, because then it's stored on the
01:49system as information about her. Since I don't need it for anything regarding
01:53this training, I am just going to go ahead and ignore this.
01:56I am however going to give her a password, and I'll use the password olive.
02:04And I understand that olive is a pretty easy password, meaning that it's not a
02:08very secured password.
02:10That's okay, because I just want to use it to get started.
02:13I'll scroll down here and I'm going to select Prompt user to change
02:16password after next login.
02:18That will force Olivia to create her own password after she gets the email that
02:23Connect will send her from this setup.
02:26Once I'm done, I'll go ahead and I am just going to click Finish, because this
02:30is all I need to do.
02:31Connect will create a user for Olivia Napolitano.
02:34Her username will be olivia@ twotreesoliveoil.com, her password will be olive.
02:40When I click Finish, Connect will send her an email.
02:44Now at this point she can use this information to login to any meeting that I'm
02:49giving her access to.
02:50So the next step is to give her access to the meeting.
02:53So I'm going to go back up here to Meetings.
02:55I have already created a meeting, Tim's First Meeting.
02:59So we're going to make this meeting private and invite Olivia and only Olivia to it.
03:04So we'll click on Tim's First Meeting and I want to edit the information for
03:08the meeting. So we will click on Edit Information and I am going to scroll down
03:14and right now the meeting is set so that anyone who has the URL for the meeting
03:18can enter the room.
03:19What I want to do is protect the room and make it private.
03:22So I'm going to click on Only registered users may enter the room (guest access is blocked).
03:27Now I am going to scroll up because we need to add a guest to the room.
03:31So I'm going to click on Edit Participants and this is where I'll go ahead and
03:35add Olivia to the room as a meeting participant. And there she is.
03:39That's the account that I just created.
03:41So we'll select her name, scroll down again, and I am going to click on Add, and
03:46all that does is it makes it so that this room is a room that only Olivia
03:51Napolitano and of course myself can enter.
03:54If I want to add more participants, well then of course I'll need to go ahead
03:58and create more users on the system and then add them to the room, but the
04:01process is exactly the same as I just showed you.
04:04I'll do it over and over again, add them to the room, and then only those people
04:08are allowed into the room, because they have the username and password that the
04:12system is expecting for access to the room.
04:15And that's all there is to it.
04:16Creating a private room is very easy.
04:18Create a user account, add them to the room, and you'll be good to go.
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Setting up audio: Voice over Internet Protocol (VoIP)
00:01Any meeting that you hold will likely require audio.
00:03And although you can use the telephone for the audio and then just use
00:06Connect for the visuals, Connect has an option built-in called Voice over IP
00:12that you may want to use.
00:13It's really handy especially in situations where you have meeting
00:16participants who can't tie up their phone or they just don't want to use the
00:20phone for whatever reason.
00:22To use Voice over IP is very, very easy.
00:25All you need to do is give yourself access to the microphone, turn it on.
00:29But if you want to encourage others to be able to talk, then you'll want to
00:33activate the microphone for them, and that's what we're going to cover here
00:36in this lesson.
00:37So first off, I'll activate it for myself and show you how that works because
00:40it's incredibly easy.
00:41Up here in the menu, you'll see a little picture of a white microphone.
00:45The fact that it's white means that it's there and available, but it's not turned on.
00:49To turn it on, I'll simply click it.
00:52And once I've clicked the microphone, I can tell that I'm speaking because there
00:55are little waves emanating from the microphone, sort of an indication of sound
00:59going into the microphone I suppose.
01:01If I want to turn my microphone off because I'm done speaking, I can just
01:04go ahead and mute it.
01:05I could also do the same thing from the pull-down menu here with the additional
01:10capability of being able to adjust the microphone's volume.
01:13This is really handy because microphones come in a wide variety of shapes and
01:16sizes, some are cheap, some are expensive, and all of them seem to have a little
01:21bit of a different response to the sound of your voice.
01:25So by selecting Adjust Microphone Volume, you'll be able to attenuate that
01:29so that you're not either too quiet or destroying the eardrums of your poor participants.
01:35When you're using the microphone to speak, it's handy to be able to present to
01:38others this way, but if you want to invite others into the process, then you may
01:42need to take a couple of steps to make that happen.
01:44First off, if the people in your room are simply participants in the room, they
01:49may not have access to the microphone right-away.
01:52If you look down here at Olivia Nepolitano, you can see that she's got a little
01:56picture of a microphone right next to her name.
01:58That indicates that she has rights to the microphone and I can grant those very
02:02easily to any participant by hovering over their name.
02:05And then in this case, I'll select Disable Audio because you can see that she
02:08had microphone rights. Or I can hover over it if she doesn't have them and
02:12then Enable Audio.
02:14It's that simple.
02:15However, if you have a meeting filled with participants and it's really going
02:19to be a collaborative session, it can be quite cumbersome to have to go over
02:23everybody's name, enable their microphone separately, because A) you might
02:26forget somebody, someone might come in late, and frankly it's just an added
02:31step that you shouldn't have to worry about. And you don't. If I go up here to
02:35the Audio menu, you can see that I have the ability to add Microphone Rights
02:40for Participants.
02:41So I'll hover over that and click it.
02:44Nothing will look like it changed here, but anyone who now enters the room as a
02:48guest, as a host, or as a presenter, will have access to the microphone and they
02:52can go ahead and use it.
02:53So now we basically have an open situation where anyone in the room can talk to
02:58anyone else in the room.
03:00And although that's very handy when you have a group of people who will play
03:03right, it can also be quite cacophonous, especially if you have people with
03:07barking dogs or crying babies or ringing telephones in the background.
03:12You may want to take a little bit of control over that and you can do so.
03:16Under the Audio menu, I'll select Enable Single Speaker Mode which is there at
03:20the bottom of the menu.
03:22What that does is it sort of emulates an in-person meeting where you have a
03:26baton and you hand the baton around, and the only person who can speak is the
03:30person with the baton.
03:32A lot of first-time groups have to do that so that they don't cross-talk or
03:35over-talk each other, and it just provides a way to make sure that the person
03:40who is speaking can actually be heard.
03:42When I do that, and if you look carefully next to my microphone, there's a little
03:46star or an asterisk there.
03:48That indicates that I'm in Single Speaker Mode and what that means is that
03:52because I have my microphone activated, nobody else can speak.
03:56Now if I turn my microphone off for a second and Olivia activates her
04:01microphone, so I'll go ahead and I'll do that, when she activates her
04:06microphone, you'll see that my microphone will gray out.
04:08And that means that I can't in any way click on the microphone to start talking.
04:13So she is going to go ahead and activate her mic.
04:16And once she does, you can see that my microphone is grayed out.
04:19I can click on it all I want but nothing will happen.
04:21In fact, if I look carefully, I can see that it says Microphone unavailable
04:25at this time, Single speaker mode is ON.
04:28Now this can have its own set of frustrations.
04:30If say Olivia got up and walked away from the computer and left her microphone on,
04:34we wouldn't be able to use the solution to talk anymore.
04:38But I have a level of control over that too.
04:41As a host in the room, I can hover over the Audio menu, I can click, and I can
04:45simply select Release Mic From Speaker.
04:48That pulls the Single Speaker Mode away from Olivia, making it available to me
04:52and to anyone else who might want to use it.
04:54That's really, really handy, especially in first-time meetings when people might
04:59not realize that the conversation they're having is being heard through the
05:03microphone and creating significant distraction.
05:06Now all of this stuff is wonderful, but I have to say using the computer as
05:10a way to talk from one person to another, if you're over the age of 20, is somewhat new.
05:16And so what you might want to do is to help people to prepare their system for this.
05:21I'll also add that even though you can have them prepare their system for this,
05:25they may not have experience with it.
05:26And so it's not a good idea for your very first meeting to sort of whip this out
05:30on everybody and expect them to be able to use it.
05:32It might not be a bad idea to set up a practice session.
05:35And during that practice session, the first thing that you'll want to do is
05:39introduce people to something called the Audio Setup Wizard.
05:42The Audio Setup Wizard is found under the Meeting menu.
05:45It allows you to basically walkthrough your system's Audio Settings to make sure
05:51that they're appropriate for using Voice over IP.
05:54And all you need to do is follow the instructions on screen. Click the Next button.
05:58You could play a sound to hear how your computer speakers are sounding.
06:02You can click on Next to make sure that in this case you have a microphone set up
06:06and you can choose the right microphone.
06:10And then to make sure that Connect can actually hear you, you can click on Record.
06:14And what you're looking for is the Sound Indicator to go back and forth.
06:18That means that it's hearing you.
06:19And you want to see that you're not always all blue or always a little bit of blue.
06:25that gives you an indication of level.
06:28And then last but not least, it's a good idea to Test Silence.
06:31This establishes something called room tone.
06:34What that does is it just makes sure that Connect hears what the room sounds
06:37like without you speaking and it can filter it out.
06:40When all is said and done, you can look at the information here to see the
06:43volume level or whatever.
06:45But basically, click Finish and then Connect will be set up so that it can use
06:50the microphone and speakers correctly.
06:52Now one final note that I want to throw in here, if you're allowing people to
06:56speak and you yourself are preparing or you don't want to hear them speaking,
07:00you can always turn your own speaker off by simply clicking the little speaker icon.
07:05That gives people the ability to chat without you having to be distracted by
07:09it as you're setting up a part of the presentation or doing something other than
07:13listening to the participants as they speak.
07:16So there you have it!
07:16You can use Adobe Connect as a way to allow people into your meeting to hear
07:21you, but also as a way to allow people to fully participate in the meeting,
07:25and with just a little bit of configuration, they'll have a really good
07:28experience while doing so.
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Setting up audio: Universal Voice (POTS)
00:00Most of the time if I have access to a telephone conference call utility,
00:03I'm going to use that instead of Connect's Voice over IP.
00:07Nothing against Voice over IP but people generally know how to use a telephone
00:11and Voice over IP, especially for an older crowd, is kind of new.
00:15However, it's a rare meeting where you have more than 5 or 10 participants that
00:20everybody can do the exact same thing.
00:23In other words, you might have some people that need to use Voice over IP
00:26because they don't have access to a phone, or you might have some people that are
00:30in an open office and have to use the phone and cannot use Voice over IP.
00:35If you have a mix of those people and you have a conference call utility, you're in luck.
00:40Connect has a really wonderful tool called Universal Voice that you can
00:44configure and use with your meeting to allow both Voice over IP and people using
00:49the telephone to attend your meeting and participate with audio.
00:53There are a couple of steps involved here and the first step is actually to edit
00:57your profile a little bit.
00:59So I'm looking at my Adobe Connect dashboard and under My Profile I'm going to
01:04find some configurations including My Audio Profiles and My Audio Providers and
01:10the first step to this process is to configure an Audio Provider.
01:14So I am going to go ahead and click on that.
01:16Your Audio Provider is nothing more than a conference call utility that you use.
01:19It doesn't necessarily have anything to do with Connect.
01:22What we are going to do is we're going to set it up so that Connect can call
01:25into your audio conference provider.
01:28So we'll start by selecting New Provider. We will give the provider a name.
01:40I'll call it My Audio Conference Utility.
01:42Obviously, you want to name it after the provider that you are choosing.
01:45And the reason you might have several is because you might be billing the
01:48audio minutes to whatever group you're presenting to based on the meeting the you are holding.
01:53So I'm going to enable this, and if I had a URL that gave me information about
01:58the audio provider's setup, I can put that in here.
02:00I am going to skip that here.
02:01But I do have to add a dial-in number.
02:03So let me scroll down here a little bit.
02:05I am actually going to scroll down in the browser.
02:07The dial-in number is just a display number that you use for this
02:11particular provider.
02:12It's a way that you can have Connect help you if you need to dial manually for some reason.
02:17So the Location I am just going to type is Ventura. The Number is the number
02:25of the audio provider.
02:33Now, if you look down here, it says that the Dial-In Numbers are for display only.
02:38The numbers in the Dial-In Steps below is where the rubber really meets the road.
02:42Although you do have to put the number in up here,
02:44we're going to put it in again down here.
02:46Yes, it's a little redundant, but it's necessary for several
02:49administrative reasons.
02:50So down here is where we're really going to configure Connect to be able to dial
02:54in to an audio conference.
02:56So we'll add a step and the first step is to have Connect dial the number.
03:00It's going to be a conference number.
03:02We can label it anything we want.
03:07Call it Main Number.
03:09And then here is the number.
03:16This number doesn't have to be anything special.
03:19It's the same phone number you would use if you were going to dial this
03:22conference call using a telephone.
03:24Next, I want to add a little bit of a pause.
03:27Once the number has been dialed, I want this system to just wait gently until
03:31the system picks up.
03:32So instead of having another Conference Number, I'm going to add a Delay.
03:36We will just call it Pause and we will have it wait for maybe a second.
03:43The delay is in milliseconds, so I will type 1000.
03:46That will give me a second.
03:48The next step is to enter the conference call ID or code.
03:53So instead of Conference Number, I'm going to choose DTMF.
03:57That's essentially going to have Connect enter the code as if it were punching
04:02them in on a phone's keypad.
04:04Label this and then we'll add the code.
04:08Now the code that you add is really up to you.
04:11Most conference call utilities have a guest code and a host code.
04:16I will almost always use the host code because when I start the conference and
04:21it dials into the Conference Call utility, I want it to activate the conference
04:26call as if it were the host dialing in.
04:28If for some reason you were using somebody else's conference utility and you
04:32only had the guest code, you could still put that in.
04:34But remember that the host would actually have to join the call in order for the call to work.
04:39Finally, I am going to add a Pause and a pound sign.
04:43So first I will add the Pause and this time I will choose three seconds and
04:53then the pound sign.
04:55Most conference call utilities require a hash sign or a star sign or something
05:00like that after you've typed in the code, so that it knows you're done.
05:07Label it pound sign and actually have it punch the pound sign and there we go.
05:12Now, before I do anything else, I want to test this to make sure that it's going
05:15to work and I can test the dial-in steps right here.
05:18When I push this button, Connect is actually going to call up the conference
05:21call utility and I just want to listen to make sure that it's doing what I
05:24would expect it to do.
05:25So I will click the button.
05:29(Female speaker: Please enter your conference? We're connecting you to your conference.)
05:34(You are the first party. You are going the call as the host. You may touch #0 at any time for conference help.)
05:45And there, that's pretty much what I expected.
05:47So I know that I'm connected to the conference.
05:49So I'm going to go ahead and just close this, scroll up, and I am going to
05:55scroll up in my browser window because this is a mistake that I have made a few
05:58times and I want to help you prevent it.
06:00Before you do anything else, make sure you click Save because if you don't save this,
06:05then the next step won't work, because you won't have an audio provider to use.
06:09So click on Save.
06:11Now it's been saved. Okay.
06:13Step two.
06:14Now I need to configure an Audio Profile based on this provider.
06:18It's going to seem a little funny to do this twice and basically to create a
06:23profile that just uses that one provider, but again, there are administrative
06:27reasons that Connect breaks this into two pieces.
06:30For our purposes, it's basically going to be one thing but you still have to
06:34configure it this way.
06:35So we've set up our provider.
06:37I'm going to go ahead and create a new audio profile.
06:40I'm going to choose my provider.
06:42I am going to give the profile a name and click Save.
06:54So now I'm configured.
06:56The next step is to apply this to a meeting.
06:59So what I am going to do is jump over here to the Home screen and I can either
07:05create a new meeting or configure an existing meeting.
07:08So I'll go ahead and configure an existing meeting to use this.
07:12Edit the Meeting's Information and I am going to scroll down.
07:18And if you remember from the first time I showed you how to create a meeting,
07:22there were really only two Audio Conference options.
07:25Don't include any audio conference with this meeting.
07:28That's what you would do if you only wanted to use VoIP. Or include other audio
07:32conferencing with this meeting.
07:34That's where you would just type the number in and people would have to take
07:37that information and dial it themselves.
07:39But now we have a third option here.
07:41Include this audio conference with this meeting.
07:43Because my profile has an audio conference profile in it, I can choose it. So I'll select it.
07:50If I had more than one, I could choose from among them.
07:54I only have one, so it's going to be chosen.
07:56Once I've set that for the meeting, we will go ahead and save this.
08:02So now to test it, all I am going to do is jump into the room.
08:05I will click on the room's URL. Connect will launch.
08:09It will open the room and it will start the audio conference, connect to the
08:14Bridge, and now I'm broadcasting audio.
08:18So my participant, Olivia, is going to go ahead and join the meeting.
08:22And there I can hear that Olivia has joined the meeting via telephone and
08:26then all she needs to do is go ahead and jump into the meeting room itself
08:29and she is good to go.
08:30Of course, she or anyone else could also join via Voice over IP if they wanted to,
08:35but either way anyone is able to participate in the meeting both by
08:39watching what's going on, on screen, and hearing and talking using Voice over
08:42IP or the telephone.
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3. Touring Adobe Connect
Meeting the pods
00:00The main toolset that you'll have in your meeting room is a set of things called pods.
00:05We're going to take a look at the pods as a general objects so that you
00:08can understand how they worked in the meeting room and how they can serve your needs.
00:11So to get started we'll go ahead and jump into the meeting room.
00:16We'll go into Tim's First Meeting.
00:18You can go into whatever meeting you created and here is your URL.
00:23Connect will open up, bring you into the meeting room, and in this default
00:28template created by your 30 day trial, there are four pods that are pretty
00:32commonly used pods and that's why Adobe put them here for you.
00:36So we'll start by understanding these and then we'll move onto the rest of the pods.
00:41The first is the Share pod, probably the most common pod you'll use during a Connect meeting.
00:46It holds content that you want to present to your audience.
00:49The next most common pod is the Chat pod.
00:53The Chat pod is a tool for allowing your audience to chat with one another and
00:57you in a way that's very similar to instant messaging.
01:01The Attendees pod allows you to see who is in the room and it's a very helpful pod.
01:06You can see the people who are in the room as host presenters and participants.
01:10These are all topics that we'll cover later, but the Attendee pod is a pod
01:13that I rarely hide.
01:15Then finally in this layout we have this thing called the Video pod, which is
01:19actually a way for you to share your web camera.
01:22Now I don't actually use this a lot with meetings, but it's one of the
01:26functions that a lot of people like about Connect and so that's why it's here as a default.
01:30The good news is that pods are configurable.
01:33If I don't like this particular layout of pods, I can start to move them around
01:37and every pod works pretty much exactly the same way.
01:40If I want to change the pod size all I need to do is hover over one of the edges
01:44of the pod and I can click- and-drag to change its size.
01:47If there is a pod that I don't want in the room, for example, in this case I
01:51don't want the Video pod, I can click on its Pod Options and choose to hide it
01:56and that will put the pod away.
01:58Among the other pods that I have access to are pods that I can find up here
02:03under the Pods menu.
02:04For example, I may want a Notes pod.
02:07So we'll go ahead and add a new Notes pod.
02:09And you can see that Connect tries to fill in the biggest empty space that
02:13you've given it with the pod, but of course I can change that.
02:16So if I want the note to fit up here all I need to do is resize it a little bit.
02:22We'll drag it over here to the side and I even get these nice little helpful
02:25lines that help me to align the pods so I can create a nice tight layout.
02:31We'll resize this pod just a little bit more.
02:34Now the Notes pod does what you might expect. It allows me to put notes into the room.
02:38I also have a File Share pod.
02:43We'll add that and this just allows me to share files.
02:49I have a Web Links pod which allows me to, as you might guess, share web links.
02:54So if I have a URL that I'd like to share with my audience, I can go ahead and do so.
02:59Finally, I have the Poll pod.
03:02We'll select Add New Poll.
03:04This allows me to take a poll of the audience or create a quiz or do a variety
03:09of things around gathering information from my audience.
03:12Now again we're going to cover the specifics of each of these pods later and
03:16some of the pods that we might not have already seen here, but I just wanted to
03:20show you that a meeting room is basically a configuration of these pods that you
03:25can set up however you like for your purposes.
03:28You can hide particular pods, you can show particular pods, and you can even
03:31create multiples of each given pod so that you can set the meeting room up for
03:36whatever purpose you have for your meeting as opposed to having to do what Adobe
03:40thought you might want to do by creating the default layout.
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Managing the pods
00:00There are some general management things that you can do with your pods to
00:03make your meetings run more smoothly and make it easier for you to work with
00:07the content in the pod.
00:08So for example, I've shown you that you can hide a particular pod.
00:12We will go ahead and hide the pod here.
00:14And then if I want to bring that pod back I can go and select Pods > Share, and
00:18I can add a new share or in this case I'm going to select Share 1, which is
00:22actually that pod, and that brings the pod back.
00:25However, on the other hand, if I want to maximize what I'm showing you inside
00:29the Share pod, I can select Maximize and what it does is it hides the other pods
00:35and fills all of the available meeting space with this content.
00:39That's very handy, because it's much faster to do that and then restore it, then
00:44it is to hover or the edge and drag it yourself and then manually put it back.
00:50The Maximize feature is something that I use quite frequently when presenting
00:53information in a Share pod.
00:55There is another thing that you can do with a pod, though it's not necessarily
00:58obvious and it's very very useful.
01:00I'm going over here to the Notes pod and I'm just going to type something and
01:04I'm going to type a phone number, 555-555-5555.
01:09This might be information that I want to show many times throughout the meeting,
01:14or I might even want a show in other meetings that I'm using this room for.
01:19Instead of having to remember to type that each time and even have to remember
01:22the details that I want to type, what I can do is with a pod that has some
01:26content in it, I'm going to double click on its name and I'm going to rename it.
01:34And we will call this note pod The Phone Number.
01:37Now I'll hide this pod and at some point in the future when I want to show that
01:43phone number, all I need to do is go back to the Pods menu and under the Notes
01:48option in the Pods menu I'll see that The Phone Number is now an option there
01:52and I can select it and Connect will put it back.
01:56Renaming is something that I can do to any pod and what it allows me to do is to
02:00have multiple pods containing different types of information and bring those up
02:05as necessary very, very quickly, as opposed to having to try and remember wait,
02:09was it that Weblinks 3 or Weblinks 4 that had the information in it.
02:14Instead I can rename the pod and and put web links in this pod that
02:20represent resources.
02:22I might have another set of web links that are for further reading or whatever.
02:26Renaming the pods is something that makes your meetings go much much more
02:30smoothly because it's going to be much faster for you to bring content found
02:34with in a pod onto the screen for your audience.
02:37Now, at some point you may decide that you want to get rid of a particular pod.
02:41Perhaps this phone number's no longer valid and so you'd like to remove it and
02:46the pod that goes with it.
02:47So of course I can always just come in and retype the phone number here, but if
02:51I want to delete it completely what I'll do is select Pods > Manage Pods.
02:57That'll bring up the Manage Pods dialog box and to sort the pods by type, I'll
03:03click on Type and I'll scroll down until I see notes.
03:07I'm looking for the Notes phone number pod and I can click Delete.
03:12That pod disappears both from the screen but also from the list of pods that
03:18Connect is remembering on the backend.
03:20In fact, if there are a series of pods that are being used, I can select Unused
03:25Pods and delete all of them all at once.
03:28And that's not a bad way to go if you got a meeting that you've used for several
03:32different purposes and you want to do a little bit of house cleaning.
03:35It's a good idea to come in and manage your pods to get rid of them, because
03:38it makes it easier then when you go to the Pods menu and choose a particular pod type.
03:43You are not going to see a long list of irrelevant pods that might be confusing
03:48or you might not understand which exact pod you're supposed to use for the given
03:52purpose that you have.
03:53So by using these management techniques you going to make your meetings much
03:58smoother, much cleaner, and much easier because it will be faster for you to
04:02grab specific information and show it to your audience.
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Creating and managing layouts
00:00One of the things that I really love about Connect is its flexibility.
00:04You can set up a meeting room to look any way that you want it to look with any
00:07number of pods that you want for whatever your purpose may happened to be.
00:12In fact, when you have a meeting room set up, you can actually on-the-fly, move
00:16pods around, and resize them to meet the needs that you might have.
00:20However, it's not a good idea while the meeting is in session to do this kind of
00:24thing, especially in a larger one-to- many meeting, because it creates a lack of
00:29focus and that has two problems.
00:31One, it's a problem for you.
00:32It takes you away from your content, but more importantly it creates an
00:37opportunity for your audience to go off and update their email or update their
00:41Facebook status or do whatever it is that they might want to do if while you're
00:45not talking you created some dead air.
00:48In order to prevent this, you'll want to use something called layouts.
00:52What layouts allow you to do is to pre-configure a screen full of these
00:56pods ahead of time.
00:58Instead of actually moving the pods around in front of your audience, you're
01:01going to be able to simply select from among your layouts the one that you want
01:05for that particular part of the meeting, Connect will very quickly reconfigure
01:09things for you, so that you don't lose focus and your audience doesn't have that
01:12opportunity to leave.
01:14To start working with layouts all you need to do is go up here to the
01:17Layouts menu and click and you can see that there are four layouts here
01:21available to you.
01:22Now these are just default layouts that are kind of in place as maybe an
01:26inspiration for you to understand how you can use them.
01:28But of course, you can create your own layouts by simply selecting Create New Layout.
01:33What we're going to do in this lesson is use this not only as a way to provide
01:37some convenience so that we don't have to do this on the fly, but we're also
01:41going to use this as a way to create a nice crisp professional meeting and flow
01:46so that you keep your audience's attention and you actually can keep yourself
01:50on track using them.
01:51So first off, we'll start by simply selecting Create New Layout and you can
01:55choose either to Duplicate an existing layout, by choosing it from among the
01:59options here, or Create a new blank layout.
02:02We'll go ahead and create a new blank layout and we can name it.
02:08I'm going to create an Introduction layout. That's the layout that I want
02:11everyone to come into the room and see immediately.
02:14So we'll click OK, and because I created a new blank layout there is nothing in it.
02:18So let's go ahead and set it up for that purpose.
02:21I'll select Pods. One of the first things that I want is an Attendee List.
02:24That sort of emulates in a real in-person meeting
02:27what happens when people come into the room. They start milling around and look
02:30to see who is there.
02:32Now they will also probably want to chat with one another, so we'll add a Chat
02:35pod, and I'll resize that, and that gives everybody the ability to say, Hi Bill!
02:42Hi Susan! How you're doing?
02:43How was your weekend?
02:44How are the kids, whatever.
02:46And then finally in this Introduction layout I'm simply going to add a Notes pod.
02:49Resize that.
02:52In the Note pod in an Introduction layout I'll probably have something to
02:56welcome the audience and maybe give them a little bit of information about
02:59what's going to happen next. And if I want I can even increase the size, make it nice and big.
03:11We'll bold it and make it green to give it that welcoming feel.
03:16Now this Notes pod is something I might actually use in other places and in
03:20other layouts, and that's one of the wonderful things.
03:22I can use pods in any given layout in any combination that I want.
03:27Putting a pod in one layout doesn't mean I can't use it somewhere else.
03:31As a best practice though, when I start doing that it's a good idea to rename my
03:35pods so that I can find them quickly when building my layout.
03:38So what I'm going to do is double-click on Notes 5 and I'm going to change this
03:43so that it says Welcome.
03:46Now notice when I do that, I'm going to go ahead and hide the pod.
03:49If I want to add this pod to any layout, all I need to do is select Pods>Notes
03:56and you can see that I have the Welcome pod here.
03:59I'll actually choose from among them the one that I want.
04:03It's also a good idea as a best practice not to have several pods with the same
04:07name, because that can become confusing to you.
04:10But either way, once you have a particular layout set up, then you can use
04:14it over-and-over again, because you can just simply select it from your list of layouts.
04:17So if I'm sharing and I want to move quickly to the Introduction layout that
04:22I've just created, I can choose it from the list and you can see that Connect
04:27very quickly resets the room so that the particular configuration of pods is
04:32available and that's how I can use it as a way not only to make it convenient
04:37for me but also to create a structure and a flow.
04:40But there is another step here that I want to offer as a best practice, and that
04:44is when you're building your layouts don't just kind of create random layouts;
04:48create an order and a structure and a flow for your meeting with layouts.
04:52You can see that there is an order of the layouts here in the menu and I can
04:57actually adjust this order using the Manage Layouts feature here by selecting a
05:02particular layout, moving it in the list, and I can rename the layout if I choose to.
05:08However, I rarely use the Manage Layouts feature anymore, so I'll go ahead and
05:12click Done, because there is another way to do this that really enhances the
05:16usefulness of this tool.
05:18I'm going to go ahead and select Layouts and I'm going to choose the Open Layout Bar.
05:23Now you may have actually noticed that when you first got started with Connect,
05:26this Layout Bar was available to you.
05:29I closed it so that I could kind of show you how it's used as an introduction to
05:33the concept of layouts.
05:35And if you don't like the Layouts Bar you can always remove it by clicking the
05:39little close button there.
05:40But frankly it's so important that I use it with every meeting that I run.
05:44So we'll go ahead and open it back up, and I always leave it there.
05:47Now what the Layouts Bar does at first is it gives you click button access
05:50to your layouts.
05:51So if we want to jump to the Video layout, I can jump to the Collaborate layout,
05:55I can jump to the Sharing layout, etcetera.
05:58And because the layout is highlighted in blue, it's easy for me to tell
06:02which layout I'm in.
06:04By the way, I can also tell by looking up here in the meeting name.
06:07In parentheses that also tells me what layout I'm in.
06:10So if I don't want to invest the screen real estate in the Layouts Bar I can
06:13still see it up here.
06:16But it's not just about click button access to the layouts that makes this
06:19important, it also gives me some abilities to edit these layouts and to work with them.
06:25So first off, I'm going to move introduction to the top, because frankly
06:28you're not generally going to have your introduction as the fourth thing that
06:32you do during the meeting.
06:32So I'm going to click on it and drag it straight up, and that's a very quick way
06:35that I can adjust the order of the layouts in my room.
06:39I can also rename the layouts by simply double-clicking on the layout name and
06:43I'm going to change the name from Introduction to Intro. And after Intro I'm
06:48going to add the number 10 in parentheses, and then just hit Enter.
06:52The reason I've done that is because that allows me to set a timeframe for
06:56each layout and that is a great way to make sure that you stay on track during your meeting.
07:01I know that the Intro section of the meeting should last 10 minutes.
07:06So if I'm using this as a generic meeting that may start at 10 o'clock or may
07:09start at 3 o'clock I know that after 10 minutes I need to move on from the Intro
07:13if I'm to stay on track.
07:15Now if it's a meeting that I always hold at 10 o'clock I can even double-click
07:18here and change it from 10, indicating 10 minutes, to 10:10 to indicate that the
07:25Intro section is to only last until 10 after 10.
07:28Now I'm going to need to double- click this and back it up a little bit
07:33because the size of the information in the name may get cut off because of
07:39the size of the bar.
07:40And I really can't change that and make it wider. But there is another way
07:44that I use this as well.
07:46If I'm having other people help me with the presentation I'm actually going to
07:50create a layout for them and name it, and that way they can keep an eye on when
07:54they're supposed to come up, but also they can set up their layout however they
07:57want to without having any impact whatsoever on my meeting, as long as they do
08:01it ahead of time.
08:02Of course, if you click on a layout during the meeting you'll send everyone
08:05to that layout.
08:06But let me show you how I can very quickly do that right here from the Layouts Bar.
08:09First off, I'm going to click on the little plus sign to add a layout and
08:13let's say that I'm going to create a layout that Olivia Napolitano was going to use.
08:17Well, I'm going to duplicate the existing layout because she wants to use
08:20this same layout.
08:21I'm going to name it with her name, click OK, and then I can see that the time
08:28is cut off, so I'm just going to double -click on the name, shorten it up. Ol.
08:34I know that's Olivia, that's the time at which she needs to
08:38hand-control back to me, because she is going to speak right after the
08:41Introduction. I'm going to move the layout right up there in the stacking
08:44order and we're good to go.
08:46Now the final thing that I might want to do to adjust these layouts is to remove one.
08:50Well, you can see that when I hover over a layout I get a little X. I can click
08:53to delete the layout and that will make the layout go away.
08:57Now remember, by removing a layout I haven't actually had any impact on any of the pods.
09:02They are just not visible because that layout isn't available. But if I want to
09:05use a pod that I created for that layout it will appear for me under the Pods
09:09menu and that's why it's such a good idea to rename your pods because it will be
09:13easy to discover what pod it is that I want to bring back into a layout that I
09:17might have accidentally removed by deleting a layout.
09:21So there you've it.
09:22Layouts are incredibly valuable. Not only do they allow you to set your room up
09:26ahead of time, to really get yourself nice and prepared for your meeting, so
09:29that you can focus on your content, but they give you a nice tool to help you
09:34move through the meeting in an orderly fashion and to keep the meeting on track
09:39and allow everybody who is presenting in the meeting to understand when it's
09:43their turn to speak.
09:44And because of that, you can take full advantage of the flexibility that Connect
09:47has to offer without losing some of the professional appeal that you get from a
09:51nice, crisp, well-run meeting.
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Preparing mode
00:00If you've ever been in a real in-person presentation with somebody and left your
00:05notes or even your drink at the podium, you'll know what this next feature is
00:09good for automatically.
00:11It's called Preparing Mode and what it allows you to do is to work behind the
00:14scenes without having any effect on what the audience is seeing.
00:18Nor will you be messing with somebody else's presentation as they're working.
00:22So in this case, if Olivia Nepolitano were presenting some information and I
00:27realized that I needed to fix something in the Sharing layout for myself. When I
00:31click on the Sharing layout button or if I were to select it from the Layouts
00:35menu, I've just taken the entire audience there.
00:38So that's not only going to distract Olivia, it's probably going to throw her
00:42off her game and she is not going to like that very much.
00:44Now of course all she needs to do is jump back to that layout, but it
00:48will certainly take away from the effectiveness and the professionalism
00:52of your presentation.
00:54So what we're going to do instead is use Preparing Mode to allow me to access
00:58the meeting behind the scenes while Olivia is continuing with her presentation.
01:03To access Preparing Mode, what I'm going to do is from the Layouts Bar here on
01:07the right-hand side, which I'll remind you if it's not showing or closed like
01:11this, all you need to do is select from the Layouts menu Open Layout Bar.
01:16And then at the bottom of the Layout Bar on the right there is a little icon
01:20that looks like a wrench and a screwdriver, and when you hover over it, it
01:24says Prepare Layouts.
01:25So if you click that, that puts you into Prepare Mode.
01:29Now Prepare Mode means that you can do things to the room in other layouts
01:34without affecting the presentation.
01:36So first off, notice what you're seeing here, because the visual indicator is
01:41very important to keep track of.
01:43First off, there is a big yellow border around the layout that you're looking at,
01:47and that's an indication that you're in Prepare Mode.
01:50Also the blue layout here in the Layouts Bar is the layout that's being
01:55presented to the audience.
01:56So you still don't want to mess with this because what you do here will be
01:59visible to the audience.
02:01However, if I wanted to come down here to the Sharing layout and do something
02:05here, all I need to do is select it.
02:08I'll get the yellow and black border around the icon for the layout and I get
02:12the big yellow border here which allows me to know that I'm in Preparing Mode.
02:17So now I could do things like upload files into the File Share Pod or upload
02:21Web links or even upload content into my Share Pod here without affecting what
02:25Olivia is doing.
02:27Now I don't recommend this as a best practice.
02:28it's certainly a very good idea to prepare your layouts ahead of time.
02:32But look, I know that you can't prepare for every contingency. You might decide
02:36that you're going to show something different based on some response to
02:39Olivia's presentation.
02:41So when you're in Preparing Mode, you can go ahead to your layouts, you can work with them.
02:45in fact frankly, you could create new layouts, you can delete your layouts
02:49that are existing, whatever you need to do, and Olivia will be able to
02:52continue on without a hitch.
02:54It's very important that when you're done in Preparing Mode though that you jump
02:58out of Preparing Mode, because I've had this experience where I've been in
03:01Preparing Mode and have forgotten that I was there, and I'll start presenting
03:05and the audience doesn't see anything different.
03:07So to get out of Preparing Mode, all you need to do is click on the same icon
03:10you used to enter it.
03:12I'll go ahead and click down here.
03:13You'll jump back to the active layout, the layout that Olivia was presenting in,
03:17the one that the audience can see.
03:18Then when it's time to take the audience to the layout that you prepared behind
03:22the scenes, just click on it in the Layouts bar and you can present along as if
03:27you had prepared ahead of time all along.
03:29And the added benefit is that Olivia can continue her presentation without
03:33knowing anything happened.
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Working in the Presenter area
00:00No matter how smoothly your presentation is going, there will be moments where
00:03you might want to be able to talk back and forth with one of the other
00:06presenters and you don't probably want to show that to the audience, because it
00:10just seems to lack some polish.
00:12Connect has a thing called the Presenter Only Area, which is available to
00:16Presenters only. Actually presenters and hosts.
00:19Well, let me say it this way, because I haven't defined for you exactly what a
00:22host and presenter is.
00:24Anyone who leads the meeting might need to be able to talk to someone else
00:27who's leading or presenting in the meeting and that's what the Presenter Only Area does.
00:32It allows you to do that without exposing that to the people who are in as
00:35participants in the meeting.
00:37So to get started with the Presenter Only Area, the first thing you need to do is enable it.
00:41I'll select Meeting > Enable Presenter Only Area.
00:45The little area will slide out from the right and everything that's happening in
00:49this area here where you can see this Presenter Notes pod is not visible to the
00:55participants in the meeting.
00:56So for example, I have this Notes pod.
00:58This was already here by default, so I can go ahead and type into it and perhaps
01:02I want to alert the other presenters to something.
01:08Please remember to show pricing.
01:10Now obviously that's not something that I want everyone else to see, because I
01:13want everyone to think that we've got our stuff together.
01:16By putting it out here I'm alerting the other presenters that there's
01:19something going on.
01:20I can put other pods here to actually have a full-blown conversation.
01:24So we'll go ahead and add a Chat pod.
01:28Notice that when I added this pod, it automatically popped into the Presenter
01:32Only Area and I got a little alert to tell me that that was going to happen.
01:37Any pod that you add with the Presenter Only Area enabled is going to appear
01:41first in the Presenter Only Area and that gives you an opportunity to configure
01:45the pod before you bring it onto the stage.
01:47It's really useful for things like polls or notes that you want to write before
01:51you show the audience.
01:52In this case I'm actually going to keep this pod out here.
01:55Let me resize it just a little bit, because it doesn't need to be quite that wide.
01:59This is a Chat pod that I'll rename.
02:07And that's just to remind myself that this
02:09pod really needs to stay in the Presenter Only Area.
02:13I've selected Please remember to show pricing and Olivia is kind of afraid that
02:18maybe I'm forgetting to do that.
02:19So she is going to go ahead and chat in there just to give me another reminder.
02:22A gentle nudge, if you will.
02:23Oh! Yes, of course I shouldn't forget to show pricing.
02:27Now what's nice about this area is that though I've put pods in here and they're
02:30not visible, I can pull them out onto the main stage.
02:33So what I'm going to do is just remove this and while someone else is talking
02:38or while Q&A is happening I can go ahead and put a price here, or whatever
02:43content that I might want.
02:44Once it's in here I can just simply grab this pod and drag it out onto the main stage area.
02:49Now everybody, including the participants, will see this content.
02:54So the Presenter Only Area is a great area to have conversations, to set things
02:59up ahead of time, and really to kind prepare yourself before you're ready to
03:03show things to the audience.
03:04But there is actually the possibility that the Presenter Only Area, especially
03:08if you have more than two or three presenters, can become quite distracting if
03:11you're presenting content.
03:13The good news is that it's okay because you can simply move or hide the
03:18Presenter Only Area for yourself.
03:20What I just did affects only me; the other people who are seeing their Presenter
03:24Only Area don't see this.
03:26They can drag it this far or they can actually fill their screen with it if
03:29they want to, because perhaps they're not particularly interested in what I'm
03:33talking about, but they are interested in gathering their thoughts ahead of
03:36time among themselves.
03:38So the Presenter Only Area is really sort of a personalized little area that you can use.
03:43All the presenters can see it, but you can decide whether you want it on the stage or not.
03:48Now there is one more thing to understand about the Presenter Only Area that I
03:50want to show you here.
03:51Oftentimes when I'm in a meeting and I'm presenting I'll move the Attendee pod
03:55over there just so that I can see who's in the room, but the other attendees or
03:58participants really don't need that information.
04:00So I will move it over here so that we can all see who is in the room and then
04:04use that information to our advantage somehow.
04:06But at some point we may all decide as a group that, yeah, we're done working
04:10together. Let's just focus on the meeting and Disable the Presenter Only Area.
04:14By doing so anything that's in that area is now inaccessible.
04:19What I mean by that is this.
04:20Let's go to Pods menu here and I'm going to choose Attendees, and I can't.
04:24It looks like that it's visible, but it's not.
04:27What this means, this grayed-out pod, or if I actually go down to the Chat pod
04:31you can see that there's a grayed-out specific pod, this is an indication that
04:35something is in the Presenter Only Area and because the Presenter Only Area is
04:39disabled I can't access it.
04:41So if you ever see that, all you need to do is quickly Enable the Presenter Only
04:45Area, grab the pod you want, bring it back onto the stage, and then you can
04:49quickly disable the Presenter Only Area to put it away.
04:53So if you ever need to be able to chat with your colleagues during the
04:56meeting or in such a way that people in the meeting can't see you doing it,
05:00Presenter Only Area is great.
05:02Enable it, disable it, or on an individual basis, you can decide to hide it or
05:06show it depending on your needs.
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Creating meeting templates
00:00Previously I've shown you how you can use layouts as configuration of pods
00:04within a meeting to make it so that your meeting has structure and flow.
00:08And that's great, because you can set them up ahead of time and then when you
00:10need to change layouts or your configuration of pods, all you need to do is
00:14select from your Layouts menu the configuration that you're looking for.
00:18That's handy because it means that you don't have to think about it when you
00:22want to move from section to section of your meeting.
00:25Well, it turns out that you can do a very similar thing among meetings.
00:29What I want to do is I want to create a series of meetings that work and look
00:33exactly like this one and to do that I need to build a template.
00:37The good news is that a template inside Connect is nothing but a meeting.
00:41So the first step to creating a template is to set up a meeting the way that you
00:45want your meeting to work.
00:46So in this case I've already get some layouts setup, but I'm going to finish this
00:50introductory layout by first hiding this particular pod and I'll use the
00:56Attendee list pod and we will put it over here on the left-hand side.
01:01So this is my introductory layout.
01:02I've got other layouts.
01:04To build a template from this I'm going to use the Connect portal that I used to
01:08create this meeting in the first place.
01:10And I will even show you a shortcut for getting there.
01:13Under the Meeting menu I'm going to select Manage Meeting Information and what
01:17that will do is it'll pop your browser open and take you right to the meeting
01:21information for this particular meeting.
01:23Now the first step that I'm going to take for this is that I'm going to rename
01:26this meeting something meaningful.
01:28I'll select Edit Information and because this is going to become a template for
01:32all of my training meetings I'm going to name this Training, and then I can
01:39adjust any of these settings that I want to.
01:41For my purposes I'm just going to adjust the name of the meeting.
01:45So we'll go ahead and click Save.
01:47I do need to point out that this is not going to change the URL.
01:51The URL is something that is static and really can't be changed after the fact.
01:55If I wanted to create a new meeting that have a URL/Training, well, then I can
02:00just go ahead and create a new meeting. But I don't need to because I've
02:02already set this up and it's good to go.
02:04Now I'm going to return to my Meeting List and you can see that I have several
02:09different meetings here including my Training meeting.
02:12That's the meeting that used to be called Tim's First Meeting.
02:15This folder here called My Templates was created by Connect.
02:18I didn't build that, and this is the folder that's designed to hold your templates.
02:23So to create a template from a meeting all we are going to do is move it into
02:26that folder. Checkmark Training, I'll click on Move, and then to put it into My
02:32Templates I'm going to select it, click on the Move button, confirm it, and the
02:39meeting will seem to have disappeared from my Meeting List.
02:42All that means is that it actually got put into this folder and if I click on
02:45this folder, you can see that I have a new template in there.
02:49I can create as many meeting templates as I need for my purposes and put them in there.
02:55I'm going to go back up one level, because now what I want to do is use the
02:59Training template that I just created to build a new meeting from it.
03:02To do that I'll click New Meeting. Give the meeting a name. Product Training.
03:13We will give it a URL and then configure it any way that I like except to use
03:23the template that I just built what I'm going to do is select from among my
03:27templates, My Templates\Training.
03:30Training is the name of the template.
03:31My Templates is the folder that went into.
03:34We'll finish the process and then just to show you I'll click on the URL.
03:39It will take me into that meeting and you can see that the meeting looks exactly
03:44like the Training Template, except that this is the product training meeting.
03:49It does have the four layouts that I've created.
03:52It does have the three pods in that first layout that I've created.
03:56So in every way the new meeting matches exactly the Training Meeting.
04:00Now, of course, I may want to adjust it from here to tweak it a little bit, but
04:04building a template is a very effective way of creating a new meeting based on a
04:09meeting I've created previously.
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Managing meetings
00:00It's not unusual when you're working with Connect to create many, many meetings.
00:05So for example, when you're in your Dashboard and you click on Meetings,
00:09you might see a list here of 50 to 100 meetings after not a very long time
00:13working with Connect.
00:15You can see here that I've got some meetings designed for marketing, some
00:18meetings designed for sales, and a product training meeting.
00:21It's really helpful to be able to organize these meetings because at the end
00:24of the process what you're going to want to be able to do is very quickly
00:28either get information from the meeting after it's been held or more
00:31importantly, quickly grab the URL to the meeting so you can invite people at
00:35the last minute to attend.
00:37What we're going to do here is we're going to organize these a little bit into folders.
00:42It's something that takes a little bit of effort upfront, but I guarantee it'll
00:45save you some headache down the road when you're searching for a particular
00:48meeting, so you can grab that URL in a hurry.
00:51To get started I'm going to create a new folder, and a new folder can be any
00:55sort of organizational scheme that I want.
00:58So if I'm going to create Meetings for Marketing, I can go ahead and add the name.
01:07I can gave it a Summary if I want to, but I'm just going to skip that
01:10for now. Click on Save to show you that I've created a folder called Meetings for Marketing.
01:16Now I'm looking inside that folder, so to go back to my overall list I'm going
01:19to click on up one level and there is my Meetings for Marketing.
01:23To move meetings into that folder I'm going to go ahead and click the little
01:27checkbox next to their name and I can do this to multiple meetings. I'm going
01:31to Move the Meetings and I'm going to move them into Meetings for Marketing by selecting it.
01:37I'll click on Move, click OK, and now the meetings seem to have disappeared, but
01:44that's because they are inside Meetings for Marketing.
01:46Now this doesn't really do anything to the meetings per se. The meetings still
01:50have the same URL they had, they still look exactly the same, except that when
01:54it's time to find the meaning it's much easier for me to know that it's
01:58generally grouped under marketing, that I'll find the Marketing Meeting, that I
02:03can then click on to grab its URL, so I can just copy and paste this and then
02:07send it out to the people that I'd like to have attending my meeting.
02:11So instead of having a long list of individual meetings it's really a best
02:16practice to create groupings for your meetings, move your meetings into those
02:20folders, and then allow yourself the organization that will help you to quickly
02:24find those meetings when it becomes necessary.
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4. Managing Participants
Revisiting the Attendees pod
00:00In almost every meeting I run, the Attendee pod is visible to me somewhere.
00:05In larger presentations, I'll usually show it in the first layout and then hide
00:09it over in the Presenter Only Area as the meeting gets rolling.
00:13In smaller or more collaborative meetings, I will leave it right out in the
00:16open, so that everybody can see the other attendees by name.
00:20I do this, because it gives me more than just a list of people in my meeting.
00:24I can manage them from the list in a number of important ways.
00:27So let's take a look.
00:28Now, if you want to play along with this, you may want to invite a bunch of
00:32people into your meeting room or you can actually even log in on a second
00:36computer and become a participant in your own meeting.
00:39Either way is fine, but it's helpful to have more than just yourself in
00:42a meeting to do this.
00:43So what we are looking at here first off at the Attendee list is at the top I
00:48can see how many people are in my meeting.
00:50That's important to keep an eye on because when you first start out with the
00:53Attendee list, the participants and presenters, other than hosts, may have their
00:59little triangle twirled so that you can't see how many there are.
01:02But I can see that there are three people in the room, so there are at least
01:06two other people here.
01:07When I click on Participants, I can see them.
01:10Now if I look carefully, I can see that Presenters is grayed out and
01:13Participants is not and that's how I should be able to tell, but it's always a
01:17good backup to keep an eye up there, especially when you're about to start the
01:21meeting and wondering if there are any people in your meeting.
01:23So, I will open this back up.
01:26Now, another thing that I really don't like when I have a meeting where I
01:29allow anyone in, because the meeting is set up so that anyone who knows the URL
01:33can jump into the meeting, is when someone comes in and just types Guest.
01:38I really don't know who this person is and what I will probably do is either
01:43chat with them or if they are on the phone I will ask to find out who it is.
01:46Once, I know who that person is then I can edit their name in the Attendee list
01:51by selecting it, coming up to the Pod Options, choosing Attendee Options and
01:56then I'll Edit the User Info.
01:57And instead of Guest, I know this is Kirk.
02:00So, I will click OK.
02:04Now, at least I know who I'm dealing with.
02:06If I can't find out who it is and I'm concerned that there is somebody in the
02:10room that isn't supposed to be there, I might open up a Note pod and say
02:14something like this.
02:15I will just open up a quick Note pod here and say All guests must use their name,
02:22and then I'll grab that person by selecting their name, selecting from the
02:28Pod Options, Remove Selected User and then kick them out of the room.
02:32Now, if they were paying attention, they may try to rejoin as guest and I can
02:36kind of keep an eye on that.
02:37But it's a really good practice to in your invite when you're talking to people,
02:42however you communicate the fact that you're going to have a meeting,
02:45let them know that if they're going to log in as a guest they need to use at
02:48least their first name.
02:49Generally, I actually prefer people to use their full name so that I can know who's there.
02:54I can't really prove who it is but it's a lot more comfortable, if you will, to
02:58know by name who that person is because you really want people in the room
03:02that you're expecting.
03:03Now, once I have the people in the room that I want in the room, I can start
03:08to give them differential access to the things in the room that they might want to use.
03:12For example, Olivia might want to speak and if we are using Voice over IP,
03:16I could enable Olivia's audio by selecting Enable Audio.
03:20What that will do is it will make it so that Olivia can access the microphone.
03:24Without my selecting this, she can't. Now, if I don't have to do this to every
03:28individual user, I can under the Audio option select Enable Audio For
03:33Participants and when I do that, then when I hover over a name, notice that
03:37Enable Audio Individually is not available.
03:40There are a couple of other things that I can do here.
03:43From this hover list, I can enable them to use Video.
03:46So, if we are using web cameras for the session, I can enable them to access the web camera.
03:51And then Request Screen Share, so if I am having a more collaborative meeting
03:54and I want them to show me their screen, I can actually request that and give
03:59them access to that at the same time.
04:01There's another level of access though that I can give to people
04:04directly through this.
04:06I am going to select Olivia again, and let's say that I want Olivia to use this
04:10Share pod here to upload and share some information. Perhaps a PowerPoint slide.
04:15Well, to do that, first off we will just get this out of the way.
04:18Second off, I would need to give her access to that and for that I'm going to
04:22select her name, come up to the Pod Options, and choose Attendee Options >
04:27Enhanced Participant Rights.
04:29What I can do with the Enhanced Participant Rights is to give a user specific
04:34rights to a pod type.
04:36In this case, I'll give her rights to the Share pod and click OK.
04:40Now, if she had a PowerPoint presentation or she wanted to share her screen or
04:43whatever, she could do that.
04:46It's important to realize that when I give a user Enhanced Participant Rights
04:49such as I've done here with Olivia, she has rights to any Share pod,
04:53not a specific Share pod.
04:55So just keep that in mind. Once Olivia is done, you may want to go back, select
05:00Enhanced Participant Rights one more time under the Attendee Options, and then
05:04just take them away when she is done presenting.
05:07Now, instead of doing this on a one-off basis and giving people specific rights
05:12to specific things, which can actually become cumbersome if you've got a lot of
05:15people that you want to have act in a certain way.
05:19Maybe you've got several people that you want to participate, one person you
05:22want to have become a presenter.
05:24Well, you can start to manage that directly by selecting the person and then
05:30making them a host or making them a presenter.
05:32Later on, I'll define specifically what these two terms mean, but I want to show
05:37you right here that I can make someone a host or a presenter by either selecting
05:41from the hover menu that appears or by simply clicking their name and dragging
05:46and dropping it over the category that I want to add them to.
05:50So, now Olivia is a presenter and when she is done, I can grab her name and drag
05:54it back over to Participants and take those rights away.
05:57Finally, when a participant wants to communicate with me, and maybe I haven't
06:02given them access to the audio, I don't want them to talk to me but I do need
06:06them to be able to communicate, they can use their status to do so.
06:11So, what Olivia can do right now is from the Status menu, which is this thing up
06:15here that looks kind of a little person raising their hand, she can choose from
06:19among the various types of status available.
06:21So, what Olivia wants to do is she wants to tell me that I need to speak louder.
06:26All she needs to do is choose that status from the list and it will appear
06:29in the Attendee pod. And there we go.
06:32That's the little icon that means please speak up.
06:35So the Attendee list is more than just a list of the people who are in the room.
06:39It's a set of tools to help you manage those people in the room whether you want
06:43to give them specific enhanced rights, change the information that you have
06:47about them like their name or actually remove them from the room because you
06:50feel like you need to.
06:52That's what the tool is for and that's how you use it.
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Setting user roles
00:00To this point I've skirted the issue of user roles and what they mean.
00:03So what I'd like to do is define them so that you can decide which
00:06attendees will play which role in your meeting, and how you can set your
00:10meeting up so that each type of attendee is given the access that they need
00:14for their participation.
00:15Plus, I am going to show you how you can jump into and out of a role easily to
00:20best see what your audience is seeing, because it differs for each type of
00:24attendee and it's really useful to be able to stand in somebody else's shoes.
00:28So to get started, we will take a look at the Attendee pod that I have here and
00:32you can see that I have myself in as a host. Kirk and Olivia are participants.
00:37One of the very first things that I might want to do is convert someone from
00:41one role to another.
00:43So Kirk right now is a participant.
00:45I want to make Kirk a presenter.
00:46I can either hover over Kirk's name and select from the other two options to
00:52make him a presenter, then I can see that Kirk is a presenter or I'll go ahead
00:56and put Kirk back as a participant.
00:59I can simply drag-and-drop to give someone a different role in the meeting.
01:04So now I have myself as a host, Kirk as a presenter and Olivia as a participant.
01:08To understand the limits or the capabilities of each role, what I am going to do
01:13first is create a pod here and I am going to act as the host by creating a new
01:18Notes pod, moving the pod, and then populating the pod.
01:24That's something that a host can do.
01:26In fact a host has full access to the room in many ways.
01:30However, as a participant the only thing that I can do is observe this information.
01:35So to experience that, what I am going to do is demote myself from being a host
01:39down to being a participant.
01:40Now don't worry. I can always re-promote myself later because I entered the room
01:44as a host with the log-in.
01:45So this isn't a one-way street.
01:47But it's useful to be able to understand what Olivia is seeing, because all
01:52Olivia can see is this note.
01:54She can't do anything in the note.
01:56She can't type in the note.
01:57She can't try to move the note.
01:59In fact her Pod Options menu is only a little help information about what a Note pod is.
02:05And this can be troublesome in some cases because if Olivia wanted to see
02:09what was going on underneath this Note pod, in this now empty Share pod,
02:13there's nothing she can do.
02:14She has to wait for someone who is a host to move the nod.
02:18Now she can do some things with the Note pod.
02:21For example, she could drag-select and in this case copy the information out of the Note.
02:26So some of the pods do have some interactivity built into them.
02:29But frankly Olivia is only allowed to do what I want her to do.
02:34Now let's take the next step.
02:35I am going to join Kirk as a presenter.
02:38So I am going to click my name, drag myself up here and I am a presenter.
02:43A presenter is somewhere between a participant and a host, in that they can do
02:48what the pods are designed to allow a person to do.
02:50For example I can go ahead and type into this pod, but if I want to move the pod,
02:57I can't, nor can I hide the pod.
03:00In fact, if I click on the Pod Options, I do have some options more than a
03:04participant would have, but I don't have the full blown set of options.
03:07For example, I can't hide nor can I maximize the pod.
03:11So as a presenter, what I can do is somewhat between a participant and a host,
03:15in that I can share things.
03:17I can add information to pods and whatnot, but I really can't reconfigure the
03:21room like a host can.
03:24There are really two uses for the presenter's role.
03:27One, as a guest presenter.
03:29I don't want to burden my guest presenter with having to understand how to
03:32configure the room, so I am really not even going to allow them to try.
03:35They can come in, they can put information in here.
03:37They can present but that's about it.
03:40The other role for a presenter though is to allow people to collaborate in your room.
03:45For example, I might have a group of students who are going to work on a project together.
03:50This is my room. I am the host.
03:51I activate the room.
03:53I invite them to attend by giving them the URL.
03:56When they all come in as participants, then I can promote them to presenters so
04:00that they can add to the Notes pod. Or as another example, I might have them do
04:05something like this.
04:06First, I am going to re-promote myself to Host.
04:08I am going to hide the Notes pod, and in this Share pod, I am going to activate
04:15something called a Whiteboard.
04:16We are going to consider the Whiteboard more completely later, but just as
04:19an example, I want to show you that I can have all of the people in the room
04:23who are presenters that were formerly just participants start marking up the Whiteboard.
04:28So they can add their shapes and type in text and whatever.
04:31So it's a great way to invite a group of people in who would normally just be
04:35able to watch, and start getting them to interact with the room as opposed to
04:39just passively sitting by.
04:41Now there's one thing that is tempting that I want to help you avoid.
04:46I have everyone in the room.
04:47We are all adults here and they should know better.
04:49What I am going to do is go ahead and promote them all to full-blown hosts,
04:52because, hey, I want them to do that.
04:55Well, I can tell you from experience that in a collaborative session, even when
05:00I'm asking people to start interacting with the system, this can create
05:04cacophony because the people in the room may very well start to put pods up,
05:08take pods down, move pods around, and what ends up happening is that people who
05:13are for whatever reason bored or disinterested and what's going on will
05:17start to "play", and it can become difficult because you can see here that pods
05:22are starting to appear.
05:23Some of them are in my way. I can't even see the Attendee pod now.
05:27So the only way to deal with that is to first off start moving them or hiding
05:31them and telling people, hey, you need to stop doing this.
05:34One of the ways that I can deal with this, because it's going to continue to
05:37happen, I guarantee.
05:38Especially, the first few times you invite people into your room and you make
05:41them a host, is to start looking at who is doing what.
05:45And to do that, under the Meeting menu, I am going to select Preferences and I
05:49am going to turn on something called Host Cursors and I am going to show all
05:53attendees and click Done.
05:55Then what will happen when you activate that is that you'll start to see
05:58everyone else's cursor, and you can start to see who is doing what with various pods.
06:03So in this case, I might say to Kirk, Hey!
06:05Kirk, I need you to please stop doing this.
06:08So to stop this from happening, I'm going to select Kirk and Olivia, then I'm
06:12going to make them participants one more time, and then last I want to show you
06:17one quick little tip.
06:18If you've got a group of people that you want to have come into the room,
06:21you want them to be presenters because you do want them to collaborate, but you
06:25don't want to have to convert them manually for each person.
06:28What you can do under the Meeting menu is select Manage Access & Entry and
06:32choose Auto-Promote Participants to Presenters, and then anyone to whom you've
06:37given the URL who comes into the room is going to automatically be promoted to
06:41a presenter and then they can collaborate effectively, but they can't do all of
06:45the things that a host can do, which may cause you some trouble.
06:48Just make sure that in your next meeting, you remember to turn this off because
06:52if you have another meeting where you don't want this to happen, everyone will
06:55become presenters and that could present its own problems.
06:58So there you have it.
06:59Those are the different roles that you have in a Connect session and how you as
07:03the host can move people among them and move yourself among them so that you
07:08can see what they see.
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Creating groups of users
00:00One of the ways to manage your attendees in a Connect session is to give people
00:04specific access to the room.
00:06And for this particular presentation, I'm going to click on this Meeting and
00:11I'll edit the information and take a look.
00:13I want to make it so that only registered users may enter the room. I want to
00:17block guest access, so I'll select that and then we'll click Save.
00:23What that means is that I need then to add the user account to this room for
00:27everybody that I want to have attend the room and that can actually be fairly cumbersome.
00:31So what I want take a look at is how I can create something called Groups and
00:35use them to give a group of people access to a specific room and manage that
00:40group of people all at once.
00:42To do that, I need administrative access to the system. When I have that, I can
00:46click on Administration > Users and Groups, and I can start to manage them.
00:53What I want to do is I want to take all of the members of my sales team and
00:56produce a single group out of them.
00:59So I'll first start by creating a group. Name it Sales Team and then click Next.
01:11now what I'm going to do when you do is add the members of the sales team to
01:14that group that I have in my system. So we'll add Bob, add Kirk, and what's nice
01:22is that if I have a long list of users on my system, I can always click Search
01:27and more quickly find them among the long list of people I have.
01:30So there is Pat, we'll click Clear, and scroll down one more time to add
01:38Olivia and there I go.
01:40So I've just added four members to my group. I'm done with it, I'll click
01:44Finish, and to see the group I'll go back to Users and Groups and there's the group.
01:52Now this is a type of group called an Administrator group, and I can use it for
01:56a variety of things.
01:57For example, back to my meeting, I'll click Meetings, Sales Presentation, Edit
02:05Participants. Because this group requires a user login and password to attend,
02:10I'll select the group, scroll down here so I can get to the Add button, click Add,
02:15and now all of the members of the sales team can come into this meeting
02:20room and attend this meeting.
02:22And what's nice about this is that as my sales team grows all I need to do is
02:27add each individual new member to the Sales Team group and then any meeting room
02:31that the sales team has been added to as a group of participants.
02:35We'll also include that new member, so it's a very handy way to manage people.
02:40Now I'm going to back up here. I'll go back to Administration > Users and Groups.
02:46And there is one more type of group that you're probably seeing here and I want
02:50to explain what this is because it's actually very useful way to help you to
02:53manage your participants in a broad way.
02:56The system groups are ways that Connect gives specific access to users on the system.
03:02For example, I'm an administrator on this system.
03:05That means that I'm a member of this Administrators group. What I can do is add
03:10other members to this group by selecting the System Group, clicking on
03:14Information, choosing Edit Group Membership, and then let's say that I'm going
03:21to have Bob help me with the administration of my Connect rooms. I'll select
03:25select Bob's name, click Add, and now Bob can administer the system just the
03:30same way that I can.
03:32So the two types of groups give you some very powerful methods for managing
03:37the people that you have on your Connect server, both by collecting them
03:41together and giving them access to a meeting en mass, and also it's a way that
03:46you can give people specific access to the overall Connect server that you might want to.
03:51One final note, the thing which you're probably going to do the most when doing
03:54this is create meeting hosts, because you yourself aren't going to want to have
04:00to attend and set up every meeting that everyone ever has.
04:03So your meetings hosts are going to be the people that you add to this group.
04:07Those are the people who can create a meeting, host a meeting and
04:11then run a meeting.
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Resetting passwords
00:00Occasionally users will forget their password, and to help you deal with that
00:04Connect has a couple of options that we're going to take a look at here.
00:07To get started, I'm going to click on Administration > Users and Groups and let's
00:14say that Bob has forgotten his password. The first thing I'll do is select his
00:18name from Users and Groups and click Information, and that will allow me to
00:21access his account behind the scenes.
00:24The easiest thing that I can do is simply select Send a link to reset
00:28this user's password.
00:29Bob will receive an email at bob@ twotreesoliveoil.com with a link that he can
00:34click to reset his password.
00:36However, they're going to be times when a meeting is about to start and Bob
00:39can't remember the password or Bob doesn't have access to his email for some
00:43reason and for that reason Connect actually has another method by which you can
00:47deal with this, and that is to Set a temporary password for this user. So when
00:52you select that Connect will generate a four-digit temporary password.
00:57Now this temporary password will not go beyond the first time that they tried
01:02to use it to login.
01:03Let's take a look as Bob how this works. I'm actually just going to drag select
01:07this and I'm going to copy it so that it's in my clipboard, and I'll click Save.
01:12Now you have to click Save when you do this for Bob; otherwise his password won't change.
01:16And I'm going to drop out of the browser, and now I'm going to log back in this time as Bob.
01:22So instead logging back in with my account I'm going to be Bob.
01:34And I'm just going to paste that password in and click Login.
01:39Now Bob is going to be challenged and told that he needs to reset his password
01:43to be something better.
01:49And notice that it's telling me that the passwords must be between four and
01:5232 characters long.
01:54Well we're actually going to adjust that next but I wanted you to see that
01:58you can have some control over the type of and the length of password that
02:02Bob is able to use.
02:03So Bob can submit a new password and now Bob is going to jump into the portal.
02:08And because we're using the 30 day trial, we'll get this notification.
02:11This normally won't appear if you're using anything but the 30 day trial.
02:15So I'm going to jump back out and now I'm going to re-login, this time as me
02:19because I'm an administrator, because I want to take a look at the options that
02:22you have for working with passwords.
02:25So I've typed in the base URL for my Connect server, put my login information
02:31and password, click Login.
02:34I'm going to click on Administration and select Users and Groups, and this time
02:42I'm going to choose to Edit Login and Password Policies.
02:46First off, I'm almost always going to use an email address as the login.
02:51If I'm integrating connect with an LDAP server or something else I might change
02:54this, but that goes beyond the scope of what we're going to talk about here
02:58during this Essential Training, so I'm just going to leave this at the default.
03:02What I'm interested in thought is scrolling down here to see that I can do
03:05things like expire passwords. So perhaps after 30 days everybody's password
03:10is going to expire.
03:12If I leave it blank the password will never expire and someone can use the same
03:16password indefinitely.
03:18I can also require a specific character in the passwords, so maybe I want to
03:21have a dollar sign always as a part of everyone's password, and then I can
03:27enforce that a password must contain a number or a capital letter, and that a
03:31password must be of a certain length.
03:33Perhaps four digits is a little too small. Maybe I need the password to be
03:37five or eight characters long but I don't want it to be any longer than 32 characters.
03:43So if you want more control over the passwords that people can use so that you
03:47have a little bit more security or in some cases a lot more security on your
03:51system you can use this as a way to set that up.
03:54Now the final thing that I'm going to show you here is that you can also Enable
03:57Meeting Hosts to enforce a pass-code for room access.
04:01I'm going to go ahead and select that and I'm going to return these back to
04:05their defaults, so that everybody's password in the system here doesn't
04:09change when I select Save.
04:11We'll click Save and I'm going to go back to Meetings and I'm just going to
04:15start creating a new meeting, because I want to show you where that
04:18enforcement of the password comes into play if you have a meeting-level
04:22password, and it's right here.
04:26So when I have this as a part of this meeting, what will happen is that I will
04:31login to the meeting with my username and password and there will be another
04:35password I need for this specific meeting.
04:38It's just another level of control that you have over access to your meetings.
04:42You're probably going to have to create new passwords for people on occasion.
04:46Connect allows you to do it and Connect allows you to make sure that the
04:50passwords that people are using are secure passwords and it even gives you an
04:55extra level of control over your meetings with a room-level password.
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Managing access to a meeting
00:00Because the meeting URLs are static, once I create a meaning that exists
00:03I can use it over-and-over again. I often find myself using them for multiple purposes.
00:09For example, I use my meeting room as a place to show off techniques to
00:11customers but then I may also have a meeting with my manager to go over my
00:15sales numbers, and if that's the case I probably don't want to let people come into the room.
00:20Now I can go into the room and change the access that people are granted into the room.
00:25For example I can select Meeting > Manage Meeting Information, come into this
00:29Meeting, choose Edit Information, scroll down, and set it up so that only
00:36registered users may enter the room.
00:38But that's actually kind of cumbersome.
00:39I might be in the moment or on-the- fly and I might need to change it.
00:43So a lot of times for a generic meeting room, I'll allow anyone who has the
00:47URL to enter the room but then from within the meeting I'm actually going to manage access.
00:52So first off let's go ahead and save this.
00:55So now technically anyone who has the URL can come into the room.
00:59However, when it's time to sit down with my manager, Olivia, and go over my
01:03sales numbers, I want to make sure that no one else can accidentally toddle into the room.
01:08So what I'm going to do is select Meeting > Manage Access & Entry > Block Guest Access.
01:14Now the only people who are going to be able to come into this room are people
01:18who have a username and password on the system.
01:21If I want to continue that I'm going to select Meeting > Manage Access & Entry >
01:26Block Incoming Attendees of all sorts. What that's going to do is that's going
01:31to prevent anyone else from coming into the room during this time.
01:34Now I can allow people to request entry because perhaps Olivia's boss wants
01:38to sit in on the meeting so I want to make sure to allow him or her. I can do that.
01:43Let me go ahead and cancel this.
01:44But another way to use this is I'll go ahead and stop blocking guest access.
01:51I am however going to Block Incoming Attendees and allow only people who request
01:58entry into the room and select OK.
02:01Now Kirk wants to join this meeting. There is my little warning that I'm doing that.
02:05Kirk is going to go ahead and try to join the room, and I want you to see what
02:08it looks like when someone attempts to access the room and the room is going to
02:13go ahead and request permission.
02:15Now Kirk is being asked if he'd like to request entry, so he is going to go
02:18ahead and say yes, and there we go.
02:20The room is telling you that Kirk would like to enter the room.
02:23In fact if I have a variety of people or a large number of people trying to do this,
02:26I can just allow everyone in one fell swoop or even deny everyone.
02:30In this though I'm going to go ahead and allow Kirk into the room and he
02:33can join the meeting.
02:35Now this is a great way if you have a meeting set up and you know who you'd
02:38like to have in the room but you're afraid other people might get wind of it
02:42and try to attend, you can set this up and every person has to request entry to
02:46come into the room.
02:47Now this is also a great place to remind people if they use something silly
02:52for their name when they're trying to access the room as a guest, like Bingo
02:56the clown or guest or something like that, you can just simply deny them,
03:00because you want to make sure that you're only allowing the correct people into the room.
03:03Now to take this step further it's not uncommon during a meeting for the people
03:08in the meeting to need to take a quick stretch or take a step out or even
03:11compose themselves and bring some information into the meeting room.
03:15If you don't want to expose that to everybody in the room, what you can do is
03:19select Meeting > Manage Access & Entry > Place Participants on Hold.
03:24What that will do is it will basically kick everyone out of the meeting and
03:30they all see a screen that basically says we're on hold.
03:33Once you're done with that process then you can go ahead and start the meeting,
03:38and then they'll jump right back into the meeting room and continue on as if
03:41nothing had happened.
03:42It's important to remember though that these things only apply to participants.
03:46Presenters and hosts, because it's expected that they're to be in the room and to
03:50set the room up and everything else,
03:52those people aren't going to be put on hold like everyone else will.
03:55And then finally once the meeting is done, it's a good idea not to leave
03:59your meeting room open.
04:01Remember this room is set up so that anyone who knows the URL can toddle on into it.
04:05You might have some chat in there that's private, you might have a set of slides
04:08in there that are company confidential, whatever.
04:11So when your meeting is done it's a good idea to select Meeting > End Meeting.
04:17And when you do that there will be a message sent out to all of the participants
04:21that says that the meeting is over, thank you for attending.
04:23You can of course customize this if you want.
04:30And if you want to send everybody to a particular URL, maybe to the company's
04:34internal website or something like that , you can even include that into the mix.
04:37Once you click OK, this is exactly what everyone's going to see, except for the
04:43Start Meeting button.
04:44The reason the Start Meeting button is there is because once you end the meeting,
04:47that meeting is going to stay in this state until you, the host, goes back in
04:52and starts again.
04:53So it's a good idea if you're going to start a meeting and you've been ending
04:57your meetings, which is a best practice,
04:59to jump into your meeting 20 minutes or 15 minutes early and make sure that you
05:04click on the Start Meeting button because otherwise, if you don't do this people
05:08who come to the new meeting, will see that the meeting is ended and they'll be
05:11confused, thinking, oh my goodness that I missed the meeting room, whatever.
05:15So this level of access gives you a great set of tools for managing the way that
05:20people can interact with and attend your meeting without necessarily having to
05:24create user accounts as a way to do so.
05:27It's a lot more flexible and it gives you the capability of truly running the
05:31meeting in the fashion that you need to.
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Using the Connect Add-in
00:00One of the advantages of Connect over other solutions is that it runs on top
00:03of the Flash Player.
00:05And that means that you can attend a meeting by basically watching it
00:08happen inside a browser.
00:10The Flash Player handles any of the Connect stuff if you will, but it's all
00:13happening inside of a standard browser.
00:16However, when you start to do more than participate by watching, you may need to
00:20add something called the Connect Add-in.
00:22It's a very automatic process and I want to walk you through it because as
00:25someone who is setting up and hosting rooms you're probably going to want to add
00:30the Add-in immediately.
00:31In fact, if you've been experimenting with your 30-day trial, you may have
00:34already been asked about this and added it yourself.
00:37So let's go ahead and cover it and I'll talk you about how you can have your
00:40participants do the same thing.
00:42So I'm just going to jump over here to my Meetings, jump into a Product
00:46Training meeting, and I'll enter the room and you can see that everything is
00:51happening within the browser.
00:53However, the minute that I do something that's going to require the add-in,
00:57Connect is going to detect that and asked to install it.
01:00So for example, let's say that I want to share my screen.
01:03That's something that will require the Add-in.
01:05So I'll go ahead and click Share My Screen.
01:07The Flash Player detected that it needs the Add-in to proceed and so it's
01:11asking me if I'd like to install it.
01:13Now if for some reason I'm uncomfortable with that, I can simply click No.
01:17I won't be able to share my screen, but I won't add the Add-in.
01:21However, realistically to use Connect you are going to want this add-in.
01:24It's a very small piece and when you click Yes, what will happen is Connect will
01:29download it and you can see that it happened incredibly fast.
01:33It also then handed over the Connect meeting to the Connect Add-in.
01:37And if I scroll down here to my start bar, you can see that it's actually
01:41running as a separate application, and this is true of both the Macintosh and
01:44the Windows side of the fence.
01:47Now I still have my browser and there's other stuff happening there but the
01:50meeting itself is now happening within the Add-in, and that will give me the
01:53ability to go ahead and share my screen.
01:55Now I'm going to go ahead and leave this room and I'm going to show you the
02:01control panel on Windows to uninstall a program.
02:06If for some reason you feel like the Add-in is just not working for you or you
02:10just don't want it there or whatever, you can always select it from Uninstall or
02:14change a program, and I'll just go ahead and right-click on this to
02:18Uninstall/Change and then it's gone.
02:21The next time I go into Connect it will all happen within the browser and I
02:25won't be able to share my screen. Or actually Connect will detect that it's not
02:29there and asked to install it again, to which I can reply No.
02:32Now if you are a Macintosh user there isn't an Uninstall/Change program Control Panel.
02:37That doesn't exist.
02:38So what you could do is just follow this path here on the screen and then remove
02:43it manually by throwing it into the Trash.
02:45Either way, by removing the Connect Add-in, it will take that piece of the puzzle away.
02:50It's not tied into the system in anyway.
02:52It's very modular, but it will remove your ability to do things like share your
02:57screen, webcam, and there are a couple of other things that it gives you the
02:59capability of doing.
03:01Now there's one more thing that you can do.
03:03If you want to keep the Add-in installed and perhaps you're doing some
03:07troubleshooting or something like that where you want to force the meeting room
03:11to happen within a browser window, I'm going to show you a little addition that
03:16you can make to the URL.
03:17So I'll go ahead and I'm going to copy this link and paste it in here, so choose
03:25Edit > Paste and instead of that trailing Slash, I'm going to add it a question
03:32mark, the word launcher=false.
03:40What that little addition will do is no matter whether you have the Connect
03:44Add-in or not, it's going to force the meeting room to happen within a browser.
03:50And that can be useful in situations where you know people have the Connect
03:53Add-in but you don't want them to have access to it or you are doing some
03:56troubleshooting and you want to keep the meeting happening within the browser.
04:00That's the way that you can do it.
04:02Then of course, at this point if someone tries to do something that requires the
04:06Add-in then Connect will ask them if they want to add it.
04:09In this case, I'll download it and we'll jump back into the Connect Add-in.
04:14So there's just a little tip for you about the Add-in. The reason that I bring
04:18it up in context of this training is because when you start to have participants
04:22working with you in your meeting room, they are quickly probably going to want
04:26to do something that requires the add-in.
04:29It's a good idea for you to understand what it is, how it works, and that
04:32it's going to install something on to their system so that you can talk a
04:35person through that, that might be concerned about it or might not understand
04:38what's happening.
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5. Presenting Basic Content
Using the Share pod
00:00One of the most basic things you'll do with Connect is present information and
00:03to do that you're going to use the Share pod.
00:05Frankly, when you're doing a basic presentation, the Share pod is the pod you're
00:09going to spend most of your time with.
00:11So let's take a little bit of a tour of it.
00:13We'll use it to actually show some content, and we'll see the ways that we can
00:18control the content in general using the Share pod.
00:21Now what I have here is a standard meeting room.
00:23This is a default layout.
00:24It has pods in it. Rarely in a real meeting will I ever share nothing, but the Share pod.
00:30But for this lesson what is actually want to do is focus my attention fully on it.
00:34So I am going to hide everything else, and I am going to Maximize the Share
00:42pod to fill the window.
00:43Now the first thing that you might notice about the Share pod is that there is a
00:47large section right here in the middle that says Share My Screen.
00:50It may seem like that's the only thing that you can do, but that's not the case.
00:53What I can do is click on this arrow, and it will give me the menu that allows
00:57me to share one of three different things.
00:59We're going to talk about sharing screens and whiteboards a little bit later.
01:03Right now, we'll focus on sharing a document, because especially for first-time
01:07users, the most basic thing that you'll do is upload a PowerPoint file into the
01:11Share pod and then share it to others.
01:13So I am going to go ahead and select Share Document.
01:16The Select Document to Share dialog box will appear, and because this is
01:21the first time I shared anything with this instance of Connect, there is nothing here.
01:26To get a document, I am going to select Browse My Computer.
01:30I've provided for you in the Exercise Files, if you are a Premium member or if
01:33you have the CD, a set of files that you can use.
01:36Of course, you can use any of the files that you have in your system that you
01:40might want to share.
01:41So in this case, I am going to choose the Annual Report Presentation.
01:44It's a PowerPoint file. We'll click Open.
01:47It will upload.
01:49Connect will go through a process of converting it into in this case Flash.
01:53In fact, because Flash is the underlying platform that this is based on,
01:57it's going to convert everything it can into Flash, because it's using the Flash
02:00Player to render things.
02:02So what I have here is a PowerPoint file in the Share pod.
02:06Now I want to make a quick side note here.
02:09If you are ever going to show content to an audience, it's a very good idea not
02:13to wait until the meeting is in progress before you start to try and upload it.
02:17This is a very small PowerPoint file, so it uploaded rather quickly.
02:21If I had a larger PowerPoint file or maybe if my bandwidth was a little bit more
02:25constricted, then it would take time, and there is nothing like dead air to send
02:30people for their e-mail accounts or their Twitter accounts or whatever.
02:33So upload these things ahead of time, and they'll be ready for you when it's
02:37time to start the meeting.
02:38Now that I have content in the Share pod, in this case because it's a PowerPoint
02:43file I can move through the slides, and present the information as if I was
02:51showing PowerPoint to a live audience.
02:53Now instead of focusing on the fact that this is a PowerPoint file and how to
02:57work with it, that's something that we are going to cover later.
02:59What I want to do is talk generally about the fact that I have uploaded content
03:03into the Share pod and why that's valuable.
03:06I am going to click Stop Sharing.
03:08What that's going to do is it's going to stop the presentation to the audience.
03:11So now the audience is going to see nothing but a gray screen.
03:14In fact, I can show you what that would look like by changing my role to making
03:18myself a Participant.
03:19So this is just a gray screen.
03:21So I am going to go back to being a Host here.
03:24The advantage of having uploaded this into the Share pod is that it's also
03:29sitting on the Connect server.
03:31What that means is that if I want to pick this presentation up say after a lunch
03:35or on another day, I can come in here to this menu.
03:38Instead of choosing to upload another copy of that PowerPoint file, because I
03:42have already uploaded it, I can simply hover over Recently Shared.
03:46Choose the Annual Report Presentation, and there. It's being shared.
03:52Now there is one final thing about this that makes this very convenient, and
03:55that is the fact that if I name this pod, then I can also get back to this pod
04:00if I should happen to put it away.
04:01Let's take a look at what I mean.
04:02I am going to double-click on this and instead of calling it Annual Report
04:05Presentation.ppt, which was the file name.
04:08That's how Connect decided to name this Share pod.
04:11I am going to remove the ppt, and we'll just leave it Annual Report
04:14Presentation, we could put a year in this, so that we know what year we are talking about.
04:18Hit Return, and that's named to the pod.
04:21Now if I take this Share pod and hide it, and I want to show this content very
04:27quickly to an audience on another day or whatever, all I need to do is select
04:30Pods > Share, and instead of adding a new blank Share pod, I'm going to choose
04:35the Annual Report Presentation.
04:38What's nice about that is that however that pod was configured, in this case it
04:42was actually set to Maximize and fill the screen.
04:45That's exactly how it will come back up when I share it again.
04:49So the Share pod is great for sharing content.
04:52But it's also somewhat of a portal through which I can take content from my
04:57local system and put it on the server.
05:00A little bit later, we're going to talk about how to manage that content on the server.
05:03But this is sort of your gateway to getting that process started.
05:07By simply uploading the file, it's now available to you.
05:10The final thing that I want to point out about this is that I don't need to be
05:13working on this workstation.
05:15This has actually saved my bacon a few times where I've needed to present some
05:18information, but that information was either not available on my computer or
05:24for some reason I wasn't able to use my computer.
05:26All I had to do is jump into an Internet connected computer, open up the Share
05:31pod with the content in it that I wanted to share, and I'm good to go, because
05:35Connect stores it for me.
05:36So it's sort of like my content portal that I can carry around.
05:41As long as I have access to the Internet, I can use a Share pod to show
05:44information that I've uploaded previously, and that makes the Share pod one of
05:48the most important tools inside Adobe Connect.
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Uploading additional content
00:00A PowerPoint file is certainly a common thing to share.
00:03Many, many meetings at least use them somewhat.
00:06But if that's all you are doing with your Connect instance, you are not getting
00:09the full advantage that Connect has to offer.
00:12A Share pod can hold one of six different file types and PowerPoint is only one
00:16of those file types.
00:17So there are actually five others that you can use.
00:20What I'd like to do is just introduce you to those other file types so that you
00:24can understand what types of content you can share in a Share pod.
00:28We're going to dig into each of those different types a little bit more fully later on.
00:32First though, let's just get started with understanding what they are and then
00:36we'll load them into a Share pod to see them in action.
00:38So I am going to go ahead this Share pod and I am going to resize it to get
00:44myself some room on the stage here.
00:47Create another Share pod and the next most common file type I use is a JPEG file
00:53because I can use a JPEG for a couple of different kinds of things.
00:57For example, a document or an image that I want to mark up.
01:01So to add a JPEG file, I am going to go through the same basic process that I
01:04did with the PowerPoint.
01:05I will Share Document > Browse My Computer. In this case I have a document that
01:11I scanned and saved to JPEG.
01:13So I will select that and click Open and there we go.
01:17Now, this document is a little bit difficult to read because the Share pod is
01:20kind of small but I just wanted to show you that I can put one in there.
01:23The next type of document that I use and probably next with respect to the
01:27amount that I use it is a PDF file.
01:29So let's go ahead and add another new Share pod.
01:33We'll go ahead and add a PDF to it. And if you're familiar at all with the free
01:44Adobe Reader, what Connects does is it sort of gives you a little bit of the
01:49Free Adobe Reader right here in the Share pod.
01:51So it works just about exactly like a PDF on the Desktop except that you're
01:54sharing it with others.
01:56The next type of file that I can upload is an MP3 file for sound.
02:03We'll go ahead and upload that. Browse My Computer and here is a podcast that I
02:09want to share with my audience. Click Open.
02:13Now, I am not going to get much of a visual here because this is a sound file.
02:17So it's just sort of some light space but there are controllers here at the
02:22bottom that allow me to play the MP3 file, and then last but not least among the
02:27file types I am going to show you here is an FLV file.
02:31Now, if you're not familiar with FLVs, let me get my Share pod open and
02:35I will start uploading it.
02:40Browse My Computer and there is my FLV.
02:45We'll click Open.
02:46An FLV is a Flash Video file and the reason that we can share all of these
02:51different file types within Connect is because the Flash Media Server, which is
02:57a tool that comes from Adobe, is kind of at the heart of the solution.
03:00So it allows me to share information or stream that information from the Connect
03:05server out to my audience.
03:07FLV as a video type is something that the Flash Media Server supports and so it
03:12allows me to upload that and then I can stream it out.
03:15If I don't have an FLV file, I am going to need to convert to FLV from MOV or
03:20whatever video file type that I have and Adobe has a whole toolset for that and
03:24lynda has some really great training that will help you understand how to create
03:28FLVs if you don't have one.
03:29Of course, if you don't have one for this practice session, I've provided you
03:33both an FLV and an MP3 plus the JPEG and the other files that you are looking at here,
03:37so that you that you can experiment with them.
03:39So these are five of the six file types that Adobe Connect supports in its Share pod and
03:45you're going to use each of them for different purposes and I'll give you some ideas about those when we take a look at them.
03:52The final one that I haven't talked about and I am going to talk about in some more detail later
03:55is the SWF or the Flash file and there is a place that you can
04:00go to get some Flash files that are very useful that you can use with Connect.
04:03So as a part of that lesson, I am going to show you both how to get them
04:07and then how to upload them into a Share pod.
04:09So these are the five file types that you typically will work with.
04:12Most of the time frankly I am going to work with the PowerPoint, the JPEG and the PDF,
04:18but the Podcast or the MP3 file and the FLV file are also very useful,
04:24because all of these things allow you to create a different experience for your
04:28audience than just the experience of sitting and listening to you talk about
04:32PowerPoint file after PowerPoint file after PowerPoint file.
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Sharing your screen
00:00So what we are looking at here are five of the six file types that Connect can
00:03share in a Share pod.
00:05There is a PowerPoint, JPEG, PDF, MP3, FLV and additionally, we can also share
00:11SWF, the Flash SWF file.
00:13But there are going to be times when you need to share something other than this.
00:16Maybe you are on a Macintosh using Apple's Keynote or maybe you're in a class
00:20and you want to show a document from Matlab or something like that.
00:24Connect has a solution for you and it's called the Screen Share, and so let's go
00:29ahead and take a look at that.
00:30I'm going to put all of these pods away, except one, and I'm going to maximize
00:41this pod, and I'm going to stop the sharing so that I can access the Share My
00:47Screen button here, because that's exactly what we're going to do.
00:51If you don't have a file type that you can upload into a pod, but you want to
00:55show something, you can always share your screen.
00:58So first off select Share My Screen.
01:01And the question that I need to answer here is what do I want to share?
01:05Do I want to share my entire desktop?
01:06Do I want to share a particular application or a particular window?
01:10So, we will start with Windows.
01:12If I select that, all of the open windows that are available to me are
01:15something that I can share.
01:16Now, some of these represent files, some of these represent applications that
01:21are running, some of them represent folders.
01:24I can also limit what I'm looking at to specific applications.
01:28In this case, if I want to just take a look at Acrobat, I can do that.
01:33The advantage of using these is that nothing but that window or that particular
01:38application that you're sharing will be seen by your audience.
01:42Now, I am going to go ahead and choose to Share Only Acrobat and click Share.
01:47It doesn't look any different to me.
01:48It looks like I was working in the system.
01:50However, the entire audience can only see what's happening inside this Acrobat window.
01:56I want to point out a little foible though.
01:57If you are working in Acrobat and while you're presenting you accidentally
02:01click out of Acrobat, then the audience isn't going to see anything because
02:05you're only sharing this window.
02:06In fact, what you'll see is a large area of blue crosshatches and your audience
02:11will immediately start complaining that they can't see anything.
02:14So, if you share a window or you share an application, make sure that you stay within that.
02:18Now, what's nice about that is that while you're sharing, you can
02:22actually control the sharing right from the window or the application
02:26that you are working from.
02:27So, I am going to select Stop Screen Sharing here and it will jump me back into
02:32my Presentation Room. That's handy.
02:35Frankly, most of the time though, I'm probably not organized enough to do that.
02:39So what I'll do is I'll share my screen and I'll share the entire desktop.
02:45Now, when I say that I'm not organized enough, that's a little bit of a lie,
02:49because I have to be organized enough to remember to do things like shutdown my
02:52email client, my chat clients, all of those things that might pop up and show
02:57the audience something that I don't want seeing.
03:00So, that's just a step, you will have to take ahead of time, but then you have
03:03the flexibility of opening up any application that you want.
03:06So, I can show you something about Acrobat here.
03:08When I'm done, I can put Acrobat away and I can jump over to a browser.
03:12Whatever I'm doing on my desktop is what the audience is seeing.
03:15Now, at some point, I may want to stop the presentation, so I can roll down
03:20here to the taskbar and if I click on my task icons in my system tray here,
03:27I can see the Adobe Connect icon. Click on it and that's how I can control the presentation.
03:32So, I have shown you that I can stop screen sharing, but can also do
03:35something interesting.
03:36I can pause and annotate in the middle of the presentation.
03:40What that does, it essentially takes a screenshot of what I was presenting and
03:45then shows it to the audience that way and I can use it to do things like
03:48markups and do some other stuff with it that would allow me to stop the screen
03:53share itself, focus my audience's attention on something static, and then when
03:57it's time to go ahead and continue, all I need to do is click on Resume and I'm
04:01back in the screen share mode.
04:03Now, the Macintosh user isn't going to find something in the system tray because
04:07obviously it doesn't exist down there.
04:08Where you will look for the Connect icon is up in the menu bar, sort of in the
04:13upper right near where your Clock icon might be.
04:16But either way, it's going to provide the same function.
04:18It's going to allow you to stop and pause the screen share while it's happening.
04:23So, I am going to go ahead and stop it so we can jump back to Connect.
04:27And there is one last point that I want to make.
04:30If you don't want to give your users some control over the configuration of the
04:33way this pod looks, it's a good idea to maximize the pod.
04:39So, you can see that I just chose Restore.
04:41Any pod when I select Maximize is going to fill the screen.
04:45And the reason that you want to do that is because your screen is going to be
04:48contained within the Connect environment on their screen, which means that it's
04:53going to shrink everything.
04:54And so if you're doing something that requires fine detail or little text that
04:57they have to read, it's going to be hard for them to see it, especially if the
05:01pod you're sharing is only this big, because this is exactly how big your
05:05version of the desktop will be on their system.
05:08The other thing that I'm going to recommend is that you take a look at your
05:12system's capability for resetting the screen size on your monitor and consider
05:16some of the lowest common denominator.
05:18I typically choose 1024x768, because that means when you maximize it, you are
05:25not asking someone who does have their screen set to 1024x768 resolution to
05:30see your really nice big monitor in a little teeny tiny window on their
05:34already small monitor.
05:36It just makes it easy for people or easier for people to see what you're doing.
05:40But other than that, Share My Screen is a really great ad hoc way to start
05:44sharing something that you're doing on your system, so you can show any document
05:48type you like and you can even go a step further and show people how you might
05:52create that document in the software product that was used to create it.
05:55And one more little tip about screen sharing. Screen sharing is a fairly
06:00bandwidth intensive thing to do, and so you may want to control that just a
06:04little bit, because if you're using a lot of bandwidth, there may be a lag time
06:08between what you're doing and what you're audience is seeing.
06:10And you can control that under the Meeting menu by selecting Preferences.
06:14The preference I am interested in is Screen Share, and you can determine the
06:19quality and the frame rate for your screen share.
06:22If everyone's on a local area network with nice high-speed access, crank
06:26the rate up to high.
06:27It's going to look good. It will be fast and it will be a higher-quality presentation.
06:31If however, you know that there are a lot of people that have questionable
06:34bandwidth, you might even go down to Medium or even Low for your Quality
06:38and your Frame Rate.
06:39Things are going to look uglier and choppier, but you will at least be able to
06:43see them closer to real time, as opposed to waiting for the lag.
06:48So when screen sharing, think about your audience a little bit, understand
06:51their needs with respect to bandwidth, and throttle this to make sense for that audience.
06:56That way you'll be providing the best possible experience you can, given your
07:01need to screen share.
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Whiteboarding
00:00When you're meeting with a group of people in a physical room oftentimes you
00:03look for a whiteboard because it's a great way to hash out ideas.
00:07Connect has the same basic concept in the Share pod.
00:10It's called a whiteboard and it hinges on the tools that allow you to draw on the screen.
00:15However, the whiteboard isn't the only place you can draw, as we'll see.
00:19So to get started with the whiteboard I'm going to click here and choose Share Whiteboard.
00:23There is your whiteboard.
00:25Now there are a set of tools that appear here at the top that allow you to
00:28mark on the whiteboard.
00:30I'm going to select the Pencil tool and click and I'll draw a shape.
00:34So if I wanted to do something like write a little formula, I can go ahead and do so.
00:45Now if I want to add to this and I want to change the color and the look of the
00:49pencil that I'm working with I can.
00:50In fact, I can click on the pencil and choose a pencil or a highlighter.
00:54The main difference being that the pencil is opaque and smaller, the highlighter
00:58is larger and semi-opaque.
01:01I can also change the color.
01:02So if I really want to highlight this, but I want to highlight it in red then I
01:05can choose a color from here and I'm going to change the size just a little bit
01:11and I can put little sort of waves of angst around E=MC2.
01:18As someone who is using this as a way to teach, this works just like a
01:22chalkboard or a whiteboard in a classroom.
01:24Every time I have some new information that I want to cover, I don't have to
01:27create a new Share pod. All I need to do is create a new page.
01:30And the way to create a new page is simply to navigate to it by clicking on the
01:33little button down in the lower left-hand corner.
01:36I can also come up your and change the color.
01:38So I'll just go ahead and make a new color for my marker.
01:41I'll go to a pencil this time and I'll start marking.
01:45If I want though I don't have to limit myself to just these tools, I can do
01:49something like create some shapes.
01:51I've got some basic shapes that I can work with.
01:53So I'll create an arrow.
01:56So if I want to highlight something or point to something then maybe I can go
02:01ahead and draw that something in.
02:02So we're talking about E=MC2.
02:05I'll draw a little mushroom cloud, which is way the waves of angst existed.
02:11Each time I click on these little arrows down to the lower left-hand corner, I'm
02:14going to create a new page.
02:15Now this isn't just something that allows me to create new pages for the session.
02:21This actually allows me to create what's essentially a document that's going to
02:24live inside the Connect.
02:25So I'm going to take the final tool here that I want to cover for creating
02:29stuff in the whiteboard and just put some information, there. The formula had big implications!
02:36Of course, I can adjust the size and the typeface and all that if I want to.
02:41But when I go back down to the lower left and I click through the pages those
02:46images that I created are going to be persistent. Not only are they're going to
02:50be persistent now, but I'm going to double-click on this and rename this and
02:54we'll just call this The Formula, and I'll hide the pod.
03:02When I go back to the Pods menu I'll select Share and I'm looking for The
03:09Formula, which I can bring back to the meeting room, and all of the pages and the
03:14markups on the pages that have been maintained.
03:16So stuff doesn't disappear unless I actually want it to disappear.
03:20Now if I do, all I need to do is grab my little Arrow tool, select
03:24something, and then click the eraser and that will make it go away or if I
03:28want to I can grab and markup and edit it, and change its shape and size
03:36using the editing tools.
03:38In fact, I can even rotate it around.
03:40So the Whiteboard tool is designed to give you an ability to create content
03:45completely from scratch right here in the whiteboard.
03:49Because Connect really has a nice long memory for things, that content will
03:54remain available to me for this session and for any other session that I do
03:58inside this meeting room until I specifically get rid of the formula Share pod.
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Using Full Screen mode to focus the audience
00:00There'll be times when you're presenting information using the Share pod that
00:03you really need your audience to focus on what you're saying.
00:06If you set Connect up the way that I would typically recommend it, you actually
00:11can lay a little bit of a trap for yourself.
00:12Let me show you what I mean.
00:14I am going to stop the sharing here, and I am going to restore this pod so
00:18that it only fills up some of the screen, and we'll go ahead and share a PowerPoint file.
00:24Now if you don't already have one loaded into your system, you can just upload
00:27it by using Browse My Computer and then click OK.
00:30Most of the meetings during which I'm presenting that I have are going to have
00:35a pod or two other than the Share pod, like the Attendee pod and we've got a Chat pod here.
00:41So I can allow people to chat about the information that I am presenting.
00:45But it's not uncommon, especially after I'm five or six slides in to start
00:50seeing people chatting about things that really don't have anything to do
00:52with my presentation.
00:54For example, Olivia here is in the meeting.
00:56She is going to start chatting me about something that doesn't have anything
00:59to do with this presentation, and that's a problem because it can become a distraction.
01:04So "Hey Tim - how about lunch today?" Okay.
01:06Well, that's interesting.
01:07But its 10:30 and I have 25 more slides to get through.
01:10So I really don't want this conversation to be sort of front of mind.
01:14I need to get through this information.
01:16So I am going to deal with that using something called Full Screen.
01:20For starters, Full Screen is just a way of sort of blanking out whatever else is
01:23going on in the room.
01:25So I'm going to go ahead and click on Full Screen.
01:27What that will do is that'll hide everything else, all the other pods, and all
01:31of the other interface things that might become a distraction for me.
01:34That will allow me to get through the rest of my 25 slides successfully.
01:38However, Olivia still has access to the Chat pod.
01:41So if she is using it to have a legitimate discussion with somebody else, she can do that.
01:46In fact, if she has a legitimate question for me, she can type that into the
01:49pod, and then submit it, and it will actually pop-up so that I can see it, and there you go.
01:54Oh, what were the sales this year?
01:55Yes, good question Olivia, and I can continue on to answer the question using
01:59the information that I'm discussing.
02:01However, that itself can even be a distraction.
02:04If I really need to get through these slides and I really don't want to see the
02:07chats that are going on, what I am going to do is jump out of Full Screen.
02:11I am going to come over here to the Meeting menu and I am going to
02:15select Preferences.
02:17I'm interested here in the Chat Pod preferences where I can set the Chat
02:21notification options to be Disable, click Done.
02:25I'll go back to Full Screen and Olivia can chat away, but Connect isn't going
02:30to allow me to see that.
02:31That's great, because that allows me to continue on my presentation without
02:34worrying about what it is that Olivia might be saying to the other members of
02:38the meeting or what Olivia might be saying to me.
02:41Here is where a little bit of power can become sort of dangerous.
02:45If you do this, you want to make sure that you take plenty of breaks during your
02:49presentation to go check to see if Olivia has had any questions or if the
02:53general audience has something to say that might be worth looking at.
02:56So every five slides or so, it's a good idea to jump out of Full Screen mode,
03:01take a look, and see what's going on here.
03:03I can see that Olivia is getting ready for lunch.
03:06Maybe it's a good time to check my watch and realize the meeting has gone on a
03:09little bit, and it would be a good time to break for lunch.
03:12So if you use Full Screen mode as a way to ignore your audience, then make sure
03:16that you go back and check a few times to see what your audience has to say.
03:20Now there is one more thing that you can do.
03:22If you have a really nicely structured meeting, and you really built the meeting
03:26up around the idea of taking nice breaks and you really want to control things,
03:29what you can do is select from the Pod Options menu here, Force Presenter View.
03:37What Force Presenter View does is it makes it, so that when I go to Full Screen,
03:41everybody goes to Full Screen.
03:43So Olivia now doesn't have any access to the Chat pod at all.
03:47She is focused on my presentation as I am presenting.
03:51If I am a good presenter, every fifth or sixth slides I'll stop and then
03:55jump out of Full Screen mode, so that we can all take a look at the Chat pod
03:58and enter some questions, or put some thoughts, or some comments into the
04:01Chat pod for discussion.
04:03So the Full Screen function is a really great tool for focusing the attention
04:07of your audience and giving your audience an opportunity to chat when
04:12necessary, but preventing them from chatting and becoming a distraction when
04:16you don't want them to.
04:17Now there is one more thing that you can use this for.
04:20I am going to leave Force Presenter View selected and I am going to stop the
04:24sharing here, because this is a Share pod preference.
04:29It works for anything that I use the share pod to do including Share My Screen.
04:33But you will notice that there is no Full Screen button here anymore.
04:37What I am going to do is click on Share My Screen and I am going to Share, and
04:43while I am sharing my screen,
04:44if I want to access some of the interface of Connect for some reason, all I need
04:48to do is either come down here to the Task Bar in Windows and bring Connect
04:53forward or the Dock on the Macintosh and actually click on Full Screen here.
05:00Now at this point what I have to do is use a key command to jump away from
05:03Connect and hide it.
05:04But I can force people into Full Screen, while I'm doing the screen share.
05:08I am going to turn that off.
05:09The other thing that I can do is if I have another presenter or another host in
05:13the room, I can have them use the Full Screen button.
05:17Then the final thing that I will point out here is that the Full Screen button
05:20is something that's also available to your audience.
05:24When you're presenting, it's a good idea to point it out to your audience so
05:27that they understand that there is a Full Screen option that they can take
05:31advantage of as well.
05:32It's a really good idea for those audience members who also don't want the
05:35distraction of what's going on elsewhere in the interface.
05:38Let them go to a Full Screen mode on their own so that they can see what you're doing.
05:42But either way, Full Screen is a really great tool for allowing you to hide
05:46those things in Connect that allow people to interact, which might steal the
05:50focus away from your presentation occasionally and then bring those things back
05:54when you do want them to participate fully.
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6. Sharing Content in the Share Pod
Loading PowerPoint files
00:00One of the more common types of content that you're going to share on the Share
00:02Pod is a PowerPoint file.
00:05So what I want to do is take a look at the ins and outs of working with
00:07PowerPoint within the Share Pod.
00:10The first thing that I want to say about that is, that you should never plan to
00:13upload your file while your meeting is in progress.
00:17I am going to do that here because I want to talk about why you shouldn't do this.
00:21This is a very small presentation.
00:23It's only three slides.
00:24So it's a very small file size.
00:26And it still takes a few seconds to upload and convert.
00:30You don't want to do that in front of your audience, especially if you have a 25
00:33or 50 slide deck, because it may take 10 minutes to upload and it may take
00:37another 5 to 10 minutes to convert.
00:40Because what Connect actually does is, first off, it uploads the PowerPoint file,
00:43and then on the backend it actually converts it over to Flash, and that gives
00:47you the capability of working with it within Connect, because Connect is a
00:50Flash-based product.
00:52Once you have it uploaded though, it's on the system and it is something that you
00:56can access later on.
00:57So for example, if you should accidentally hide this pod, you can always select
01:02from the Pods menu, Share and Annual Report Presentation.ppt is the Share Pod
01:08that contained that presentation.
01:10So you can just select it and it'll take just a few moments, but then it will
01:14bring it back much more quickly.
01:15The good news about this is that once it's on the system, it's there for
01:19you from then on in.
01:20Now I want to add a little bit of a polish to this.
01:22So instead of calling this pod, the Annual Report Presentation.ppt with the
01:27extension for PowerPoint, I am just going to double-click on this and rename it.
01:32And that makes it look like I've specifically renamed the pod for the purpose
01:37that the pod has, which is actually what I've done.
01:40It just gives your presentation a little bit more of a professional appeal.
01:44Now once the PowerPoint file is in the Share Pod, you can begin working with it
01:47almost as if you were working with it in PowerPoint.
01:50So for example, if I want to move from one slide to the other, I'll just click
01:54down here in the lower-left on the Next and Previous Arrows.
01:59In fact, if I've built transitions into my PowerPoint, Connect does a pretty
02:03good job of maintaining them for my presentation.
02:08So it works pretty much the exact same way that it would in PowerPoint.
02:12I have my transitions.
02:13Present my information, and there's even another tool that I can use to go a step further.
02:18Right here, right next to the Left and Right Arrows, I have a little sidebar.
02:22We'll click on that, and that allows me to see some information about my
02:26presentation as I am presenting.
02:28It's sort of like having two screens in PowerPoint where one gives you a
02:32hint about what's coming up, and tells you information about the slide that you're on.
02:36Well, right here in Connect, we have it inside the Share Pod.
02:39So as I'm presenting, I might want to look, for example, at the Notes for the
02:42slide, or I may want to jump back-and- forth in my presentation, and I can do
02:47that with the click of the mouse.
02:48It will open up the Notes Pod and I can see that I'm supposed to mention the
02:52company's long climb from obscurity.
02:55As I move through the presentation, I've got my animations, and I can see the
02:59agenda or the rest of the agenda items that are coming up because they are built
03:03in to the notes for the PowerPoint slide.
03:05Now this was all information that was in the PowerPoint slide and I used
03:08PowerPoint to create it.
03:09All Connect is doing is reproducing that for you so that you can use it
03:12during the meeting.
03:13Now there is another thing that's pretty neat that you can do with this as well.
03:18If I want my customers who are in the middle of the presentation to be
03:22looking at this information along with me, I can simply show the sidebar to participants.
03:27Now, anyone who's in the room in the same Share Pod that they're seeing the
03:31presentation will also see this sidebar information.
03:34So for example, if they look at the outline, they can actually see what the
03:37outline of the presentation is.
03:40If they click on Notes, they can read the notes to themselves and that might be
03:43handy so that they can read ahead or they can catch up with information that
03:46they may have missed or whatever.
03:48And then finally over here, I can actually select Search and let's say that I
03:51want to find a particular slide.
03:53Well as I'm presenting I know that I want to say something about the website, and
03:57the only thing I can remember is that the website is likely to have www on it.
04:01And I'll click on that, and it will show me the slide that contains that.
04:05If there's more than one it will list them all.
04:07I can click on that and jump right to that slide as well.
04:10Now there's another hidden advantage to the fact that this is a web-based tool.
04:14We are on the web right now.
04:16If in the middle of the presentation, I see a website address that's built in
04:20the PowerPoint slide,
04:21it might be useful to be able to check that website out.
04:24Well, if you've actually build a hyperlink into your PowerPoint slide, then that
04:28hyperlink is a hot link right here inside Connect.
04:31So I can just click on it, it will take me to the web, and take me to the Two Trees website.
04:36It's something that you want to consider whether you want to do or if you're
04:39going to do it in the middle of a presentation, because half of your audience
04:42is likely to go check out your website, while you're trying to present the rest
04:45of the information.
04:46But if used purposefully, it's actually a great tool to take the presentation
04:51beyond just the slides, and use something like the World Wide Web to augment the
04:55presentation and give your audience more information than the slides can convey.
04:59Now I am going to go ahead and close up the sidebar, because it's not only the
05:04case that I can show you information.
05:06I'm going to backup to the beginning here, of the Agenda, and as I am working through
05:11the agenda, I might actually want to mark the slides up to put a checkmark next
05:15to things, or draw your attention to things, or whatever.
05:18As with the whiteboard, I can actually mark on top of these slides, while
05:22I'm presenting them.
05:23All I need to do is click on the Draw button here, and as a presenter or a
05:28host, I can take the Pencil tool and I can come in here and put a checkmark, or
05:32I can take the Highlighter tool, move to the next Agenda item, and I can put a mark on top of it.
05:40If that's not wide enough, maybe I can increase the size of the marker and put a
05:48wider mark on top of it.
05:50So as you're working through the presentation, instead of just talking to the
05:54slides that you have, use Connect as a way to draw your audience's attention to
05:58certain aspects of the slides, because it makes the presentation, which is being
06:02delivered remotely, feel a lot more engaging.
06:05It draws your attention to the screen.
06:07It makes the information scene a little bit more exciting, so that instead of
06:11kind of tuning out after a few slides, the audience is going to start to look at
06:15the slides and see what you are presenting there, a little bit more carefully.
06:19And that actually becomes a reason to use Connect, even if you're not
06:23necessarily in a remote meeting.
06:25Because all of the stuff that you're doing in the slide set right now, first off
06:29gives you an ability to mark up the slide set, makes it more engaging.
06:31You can add things like Hyperlinks so that your audience can take advantage of
06:35that, but I am going to go ahead and close this presentation, and then I'm going
06:41to reveal this presentation. And notice that when I do, it's going to jump me
06:46right back to that slide and it's going to leave my markups in place.
06:50Now that's a good thing if I have a presentation that I am delivering over time
06:54but it's also the kind of thing that if you're going to deliver the same
06:57presentation, and you want a clean slate, make sure that you go in afterwards
07:02and delete your markups because if you don't do them, then they'll be there for
07:07you even if you don't want them the next time you go to present.
07:11So that's using PowerPoint with Connect.
07:13It's not just a way to show some slides and tell some information about some
07:17slides, but to allow you to engage your audience more deeply in those slides, so
07:21that you can get your point across more effectively.
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Working with PDFs
00:00One of the content types that I can share inside a Share Pod is the PDF file and
00:04that's really handy for a couple of different reasons.
00:07One, it basically allows me to put any document type into the Share Pod that I want.
00:12Now I can always do a Share My Screen to show something like a CAD file, but
00:16because I can also turn that CAD file into a PDF I can then grab that PDF and
00:20upload it into the Share Pod.
00:22Let's see an example.
00:23I am going to go ahead and Share a Document.
00:25We'll Browse for My Computer.
00:27Now these are among the exercise files that you have if you've paid for the
00:30premium subscription or you bought the CD.
00:33So you can go ahead and grab this file here.
00:35Now this is a Logo file -
00:37I'll go ahead and open it- that was created in a graphics application such as Adobe's
00:42Illustrator, and since the Connect Share Pod can't show an Illustrator file
00:46directly, I simply had the artist export it out to PDF.
00:50Now I can upload it into the room and we can use this as a collaboration tool.
00:55Once I've uploaded a PDF into a Share Pod, basically what I have is the free
00:59Adobe Reader in the Share Pod.
01:01So for example, if I want I can zoom in, I can even set to a Fit Page mode or a Page Width mode.
01:08I'm actually going to zoom in just a little bit more.
01:10Because another thing that I can do on top of this PDF is I can begin to mark
01:15the PDF up so that I can review it.
01:17Again, we'll return to the Draw tools here that work just like the Draw tools
01:21would in the whiteboard or in any other instance of the Share Pod.
01:25I'll take my Pencil tool, I'm going to circle this.
01:30I'm going to take the Text tool and I'm going to type Wrong font.
01:38There, we've just completed the review of this logo.
01:41Now everybody else who is working with me can provide me feedback to the
01:45Chat pod or whatever.
01:46But if I want to allow people an opportunity to look through the document
01:50themselves first what I can do is unsync the Share Pod.
01:55I can actually unsync the Share Pod for a lot of different document types
01:59including the PDF, but not limited to the PDF.
02:01So here is what I'm going to do.
02:03I am going to click on the Sync button which is down here in the lower right of the Share Pod.
02:07What that does is that lets everybody, even participants in the room, use the
02:12tools here that otherwise aren't unavailable so that they can take some time
02:16to kind of scroll around and see the information inside the document before the review begins.
02:22Now once I'm done letting them do that I am going to click on Sync one more time
02:26and basically I'm going to take back control of the situation.
02:30Now notice when I unsynced it by clicking on the Sync button down here and
02:34giving other people control, the drawing went away.
02:37That's because you really can't control what the drawing tools are going to look
02:41like on someone's system, if they're zooming out and zooming in and moving the
02:45document page for page.
02:46So when you unsync the document the Drawing tools go away.
02:49When you sync it everybody pops back to the same view that you're looking at and
02:53the drawing markups come back.
02:55So this is really a great tool not just for presenting information, from
02:59something like a CAD file for example, but also it's a great way for you to
03:03collaborate around some information and collect some feedback that you might
03:06want from your audience.
03:08Now there is one more thing that you can give your audience the capability to do.
03:11I'm going to unsync this for a moment and I'm going to make myself a participant
03:16just so that you can see this from a participant's point of view.
03:19When I turn myself into a participant and I've unsynced the documents, notice
03:24that there is a Save As option here.
03:26What this allows me to do is to give this document to my audience members so
03:30that they can take it into their own copy of the free Adobe Reader and use the
03:34tools there to mark the document up, or view the document, or print it out, or
03:37whatever they want to do.
03:39Now the only limit is that the drawing markups that we applied inside Connect
03:43don't go into the PDF file.
03:45So they're not going to be available to the people who are looking at
03:47the document offline.
03:49What you'll want to do with them is just bring them back into the meeting so
03:51that they can review those comments and then we can continue on with the review process.
03:56So working with the PDF file inside the Share Pod is a great way to share
04:00information that you wouldn't otherwise be able to share as if it were a
04:04presentation, but it's also a really great way to turn this into a collaborative
04:08tool, not just to presentations tool.
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Adding JPGs to a meeting room
00:00One of the content types that I can put in a Share Pod is very simple, but it's
00:03actually very powerful and it's very flexible.
00:05I use it quite frequently and that's the JPG file, because it becomes any image.
00:10In other words as long as I can convert the image into a JPG I can put it inside
00:14a Share Pod. And I want to show you a couple of examples of how I use that.
00:17First off, we'll just go ahead and upload a standard JPG.
00:21So I'll Browse My Computer, and again, among the Exercise Files that you have
00:24available to you, if you're a Premium Subscriber, are these files here, although
00:28of course you can use any JPG file that you want.
00:30What I have here is a JPG of a document.
00:33Now it was a document that started its life electronically, but
00:36somewhere along the line we lost the original version of it and so all we
00:40have is a printout.
00:41So what I've done is I've run it through my scanner, you can see that it was
00:44a little bit of askew as I ran it through the scanner, but it still works.
00:47So any document that I have that's a piece of paper that I want to bring into
00:51my Connect room, I can do so by converting it to a JPG and then opening it
00:55inside a Share Pod.
00:57Again, as a best practice I'm going to go ahead and rename it.
01:05Because it makes it so that you can always get back to this document,
01:08now that it sits on the server, and you can get back to it by name, Flavored Oils.
01:12As a JPG file I can do things like draw and mark it up just like I can do with
01:16any other file type.
01:18So if I want to use this as a review session, I can.
01:20There is another markup tool that I can use here that I haven't really covered
01:24before and that's the Arrow tool.
01:26It's just a pointer and it's pretty much all it does.
01:28If you want to draw attention to something simply click and it makes a green
01:32arrow pointing to that thing.
01:34That's pretty much all it can do, but it's still a good way to draw someone's
01:38attention to something.
01:39So for this instance this is just kind of a standard putting a JPG file up there
01:43to present to, or to draw, or to mark it up, but there is actually one more way that
01:47I tend to use JPG files.
01:49We haven't really talked about video and using web cameras, but I will say just about them.
01:53They are somewhat bandwidth intensive and though they're tempting to use,
01:56because they allow you to develop a relationship with your audience, it may not
02:00be a valuable use of bandwidth to have your camera running the whole time just
02:05to let people know what you look like.
02:07So instead of doing that, I'm going to close Video pod here.
02:10I'm going to open up a Share Pod, and it will fill that same spot. And instead of
02:16sharing my video camera I'm going to open up a JPG file that is a picture of me.
02:22Now this isn't an actually a picture of me.
02:24I wish I were this good looking and this young, but we'll go ahead and upload it.
02:28Instead of having it be called Head Shot M.jpg, I want to double-click on
02:32this and rename it.
02:38Now this little pod is something that I can use over and over and over again in
02:42this meeting room to show people what I look like without having to invest the
02:45bandwidth in a video camera. And it's often the case that for a meeting like this,
02:50I'll start out with the web camera going for just a few moments to introduce
02:53myself, but shut that down in favor of this.
02:56The reason I do that is because this doesn't use any bandwidth at all.
02:59Once the user has seen this JPG it's essentially cached on their own computer.
03:03So there's no bandwidth required at all for this picture of me to be there.
03:07I've included these two pictures of the Two Trees Olive Oil Company's staff, but
03:13it's a good idea if you have a picture of yourself to go ahead and load that
03:16onto your system and put it right into your Connect room, because it's something
03:19that I think you'll use over and over again. And of course, as with anything else,
03:24if you close it and you need to bring it back, you can always select
03:28Pods < Share, the picture yourself, and there it is.
03:32It's a pretty handy technique,
03:33I use it a lot. But the flexibility of using JPG inside the Share Pods opens up
03:38a wide variety of uses for the Share Pod along with JPGs.
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Working with Flash video and MP3s
00:00At the heart of Adobe Connect is the Flash Media Server, and if you are not
00:03familiar with that, basically it's a streaming server that can stream
00:06information from a Web server out to the Flash player, and that's why Connect
00:11uses the Flash Player as its platform.
00:14To take advantage of that, there are two file types that you can upload into a
00:17Share Pod that allow you to stream media to your audience.
00:21The first is MP3, and we'll go ahead and we'll share an MP3 file.
00:25So Share Document > Browse My Computer, among the files that you have from the
00:30Exercise Files set, you'll find an MP3 file called, simply, Podcast. Click Open.
00:36And this is great, especially if you have somebody's speech that you want to
00:39present, but they're not available or it's a famous speech or something like
00:43that exists as an MP3, you can upload it into the Share Pod, and it really
00:47doesn't look like much is happening here, except that you do have a set of
00:51player controls down here at the bottom.
00:53Now before I play it, it's always a good practice to go ahead and rename the
00:56pod, Podcast1.mp3, not a very useful name, so we are going to call this, Company
01:08radio ad concept, from which we actually made a podcast.
01:12Now I'm going to go ahead and play it -- (Audio Playing)
01:18 And pause it.
01:20I am in control, so I can play it and pause it, and the nice thing about this is
01:25by putting this in a great big Share Pod like this, I can activate my Drawing
01:28tools and we can start to take some notes about this.
01:31So I am just going to use the Text tool to say, there, At 4 seconds, turn the volume down.
01:38So I'll continue play to. (Audio Playing)
01:46 And there you go.
01:47It's a pretty simple thing.
01:48It's sort of like a little MP3 player right here inside Connect that you can use
01:52to share information in the form of music or audio or speech or whatever with
01:56your audience, and then by being able to draw on it, it actually takes it a
02:00little step further, because you can use it as a review tool.
02:03Now I am going to stop the sharing here.
02:05The other type of media that you can add to your Share pod is an FLV file, so
02:10I'll go ahead and choose one of those, and I have provided an FLV file for you.
02:17It's called Short Ad Video.
02:18Click Open, and while it's uploading, I want to mention that FLV is a video file
02:23format that is designed specifically for the Web.
02:27Adobe designed it to be a streaming format that retains quality while reducing
02:31file size, et cetera.
02:32The reason that we have to use it is because again, the Connect Server is based
02:36on the Flash Media Server and the Flash Media Server can serve FLV directly.
02:41If you don't have an FLV file, then you'll want to get some help from a video
02:45expert to convert your files to FLV before you put them up in a Share Pod,
02:49because you can't put an MOV or any other movie file type into the Share Pod
02:54directly, you can only do it with FLV.
02:56Once it's uploaded, you can go ahead and click Play. (Video Playing)
03:02And just like any other streaming video service, you can go ahead and play this
03:09for your audience and they can watch what you're doing.
03:11When you Pause it, they pause, when you change the volume, their volume changes.
03:15And again, like with the MP3, I can go ahead and click on Draw and mark the document up.
03:21So if I'm concerned about the color of these roses, I can stop, we can circle it
03:26and start having a conversation about that or chat about that or whatever.
03:29Now if you've been watching down here below, and you've seen the little progress
03:34bar move to the side, what's actually happening is the Connect server is trying
03:39to cache this information on the participant's machine, because what that's
03:43going to do is that's going to speed up playback, so that they don't have to
03:46wait for the caching to occur.
03:48So it's a good idea if you are going to show video and you know that you might
03:51have some people out there with lower bandwidth, you might want to Start it and
03:55Pause it, and give it a little bit of time to buffer.
03:58It's the same thing that happens on video sharing websites like YouTube, where
04:02you see there is a little line that indicates how much of the video is ready to
04:05play, and then you see the playhead move along behind that line.
04:09The only caveat that I will throw in here is that when I play this -- (Video Playing)
04:14The drawing markup doesn't move along frame by frame with the content that's under it.
04:19So if you want to mark something else up, you'll just have to go ahead and
04:21delete this drawing markup and that time instead of clicking the Eraser tool, I
04:26actually just hit the Delete key which I can use to delete things, and then I
04:30can mark it up one more time.
04:32So maybe I am going to focus on the nice typewriter there that I am wondering
04:35how we were able to get such an old typewriter into our video.
04:38So adding audio and video to your meeting can add a lot of engagement to your presentation.
04:44You can break things up.
04:45When you have some slides, interject some video.
04:47interject some audio if you can get those things, because they will make the
04:51audience a lot more interested in what you have to say.
04:54But at the end of the day it's very easy. Upload your file, click Play, and your
04:58audience can watch along with you.
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Loading SWF files (Flash projects)
00:00For people who are comfortable with Connect, one of the questions that they will
00:03have is, can I extend it somehow? Especially if they are a programmer type and
00:06they want to write some code.
00:08Well the answer is yes, you can go to adobe.com, there is a Software
00:12Developers Kit that you can use, and if you're a programmer type you can use it quite effectively.
00:16For the rest of us though, there is another way that we can extend Connect, even
00:20if we're not a programmer type but we want to create some mini applications that
00:24we can drop into a Share Pod, because the Share Pod can contain a SWF file.
00:29Now a SWF file is basically a compiled Flash file, created in Flash Professional,
00:34or Flash Builder, or even Adobe's new product, Flash Catalyst.
00:39When you create a SWF file you can drop it into your Share Pod and use it
00:42with your audience.
00:44Now instead of providing one for you in the Exercise Files set, even as a
00:47premium user, what I'm going to do is I'm going to show you a place where
00:50you can go get a variety of these SWF files to use with your Connect
00:54instance specifically.
00:56It's a place called the Adobe Connect Exchange, and it's really valuable little resource.
01:00So I'm going to jump over to a browser, and you may want to take just a moment to
01:04jot down the URL here, or frankly, if you can't remember this URL or you didn't
01:09jot it down, all you need to do is Google: Connect Exchange.
01:12If you do, the first link that you'll see is to the Adobe Connect Exchange.
01:16So here we have a bunch of different Connect Exchange options, I am actually
01:20going to type in one here, because there is one that I'm looking for
01:23specifically called Just Letters. Click on Search.
01:27So if you know what you want to do, type that into the Search engine and you may
01:31find a SWF file already built for you.
01:33In this case, I'm going to download this thing called Just Letters, click on Download.
01:38Note that you have to have an Adobe ID to download something from Adobe, so that
01:41if you don't have one just go ahead and quickly create an account.
01:44Of course, if you're watching this and you started from the beginning, you know
01:48that I recommended that you started with a 30-day trial of Connect so you will
01:51already have an Adobe ID.
01:52If not, just create one quickly because you'll need it to download anything from
01:56the Connect Exchange.
01:57So I'm going to go ahead and type in my Password, Sign In, and it's offering to
02:03either try to open the file, which I don't want to do, or save the file, so we'll
02:06go ahead and Save it, click OK.
02:08And there, it's downloaded.
02:10This is a little tiny file, so I'm going to put down that away.
02:13Now this going to be in my Downloads folder, so I'm going to go ahead and open
02:16up my Downloads folder and there it is, so there is my Flash file.
02:21Now here is something neat that I haven't actually shown you yet, but I'll go
02:23ahead and show you now.
02:25I'm going to minimize this.
02:28I've told you that if you want to use the Share Pod you can upload a document by
02:31selecting Share My Document and browse for the document on your computer.
02:35There is actually a little bit of faster way to do this.
02:38I'm just going to drag this object right over top of my window and let go.
02:44And that drag drop will actually work with any of the file types that the
02:47Share Pod can hold.
02:48PDF files, PowerPoint, JPEG files, Movies, FLVs and of course, SWF files.
02:53Now what I have here is actually a little game.
02:55I can click and drag these letters around.
02:59The value of doing this allows you to extend the capability of the Share Pod
03:03from just being something that allows you to show and tell information, or maybe
03:08mark information up, to creating full-blown games.
03:11And if you look around on the Connect Exchange you're going to find that there
03:14are many, many tools, some of which are designed to help you with productivity,
03:18some of which are just kind of fun tools to allow your audience to play a little
03:21bit, before, during, and after a meeting.
03:24So the ability that Connect has to share a SWF file is simple to demonstrate,
03:29but really unlocks a lot of power.
03:31If you're a Flash developer you can actually create widgets for use inside your
03:35meeting with a minimal amount of programming. Or, if you're actually good at
03:39ActionScript programming, well, you can create some really, really powerful SWF
03:43files to put inside your Share Pod.
03:45Either way, it gives you the ability to make this much more interesting a
03:49product than just something that you want to use for show and tell.
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Managing content on the server
00:00One of the more powerful aspects of Connect is the fact that it's a server.
00:03It lives in the cloud and I can use it that way in some pretty unique ways, for
00:08example, a meeting room.
00:09As long as I have the URL to the meeting room I can access that meeting room
00:12from any system that's connected to the Internet, and that's been very handy for
00:16me in the past during times when my computer was unable to connect to the
00:19Internet, or maybe my computer was ailing, or even I left it at home.
00:23And in addition to that, whenever I want to present content using Connect, I'll
00:28upload it first into a SharePod.
00:30By uploading it into a SharePod I'm actually uploading it to the server so it
00:34becomes available in the cloud.
00:35For example, if in a SharePod I select the little down arrow here, one of the
00:40options that I have is recently shared.
00:42The reason I can select from among my recently shared objects is because those
00:46objects are actually sitting on the server.
00:48So if I want to open up this document I can select it.
00:52It will pop into the SharePod and I can present.
00:55Again, that's really handy, because I don't have to be on any particular
00:58computer to be able to present this information.
01:01But working with content in Connect is something that you can go a little
01:05further with because once you understand that it lives on the server you can
01:08begin to manage it that way and make it available not just for yourself but for
01:13yourself and others in some pretty interesting ways.
01:16So I'm going to Stop the Sharing and we're going to jump over to the
01:20dashboard by selecting Meeting > Manage Meeting Information. And it's been a
01:25while since I've logged in.
01:26So it's just asking me for my password one more time.
01:29This may happen to you.
01:30It may actually take you right into the meeting room, and there we go.
01:34Among the things that I have to manage for my meeting is uploaded content.
01:38So I can go ahead and click on Uploaded Content, and these are all of the objects
01:43that I've uploaded into this particular meeting room.
01:46Now this is somewhat limiting, because it means that these objects are only
01:49available to me while I'm in this meeting room.
01:53But what if I am in another meeting and I want to use these letters or I want
01:56to show this document?
01:57Connect has a really unique way for me to be able to move content around on the
02:01server to make it available, first to myself, but then to others.
02:05So first let's make it generally available to myself.
02:08I'm going to select these objects here, because these are things that I
02:11definitely might want to use elsewhere.
02:14Once I've selected them, I'm going to click Move To Folder.
02:17These are now in a folder associated specifically with that meeting.
02:20What I want to do is move them to a general content folder that I own, and
02:25that is My Content.
02:26All I need to do now is click on Move and those items have been
02:31moved successfully.
02:32Now we'll click OK and I want to show you where you can access them.
02:36First off I'll show you that if I want to access them here in the portal I can
02:40click on the Content tab, click on My Content and there they are.
02:46But it's important to understand that I might also want to use this in a
02:50particular meeting room.
02:51So I'm going to return to the meeting room, and although this happens to be
02:54the same meeting room from which the content came, it could be any meeting room at all.
02:58When I select Share Document I see the Document to Share dialog box.
03:04These are the documents that I've recently shared.
03:06But if I want to access the content that I've begun collecting under My Content,
03:10I'll click on My Content and here are all of the documents.
03:14Now these may have come from several different meetings that I've been holding
03:17over the last two or three years or whatever.
03:19Once I've put them in My Content using the method that I just showed you they
03:23become generally available to any SharePod in any meeting room that I'm hosting.
03:27Now I'm going to select Cancel because I want to take this one step further.
03:32It turns out that everybody in my company wants to be able to use that letters.swf file.
03:38They think that it's really cool, and they want to be able to use it so.
03:41I'm going to go back to the Connect Portal and I'm going to click on Content and
03:46this time I'm going to select that letters.swf.
03:51It happens to be in My Content right now, and I'm going to select Move.
03:56And instead of moving it to My Content as I did before, I'm going to select a
04:00specific user, because it's Olivia that wants to use this.
04:04So I'm going to go ahead and move it and click OK.
04:09Now that I've moved it notice that it's no longer among My Content.
04:13So I actually can't take advantage of it.
04:15In fact, if I come over here to Connect, Share My Screen > Share Document.
04:20Select My Content, and lo and behold, it's not there for me to use.
04:23Okay, well that's a problem.
04:25So what I actually want to do is I want to take that content and move it into a
04:30place that anyone who is using this instance of Connect can access.
04:34So we'll go back there. And understand that because I am an administrator on
04:38this server I can actually access everyone's content.
04:41It's not usually the case that individuals can access each other's content.
04:45So I'm going to use my administrative privileges to go to User Content, go to
04:49Olivia's content, grab this, and Move it.
04:53And first I'm going to put it back into My Content.
04:55Okay, there I've taken it back.
04:59So we'll look at My Content, and there it is.
05:02Instead of moving it specifically to Olivia's content what I'm going to do is
05:05select it, select Move, and this time I'm going to put it in the Shared Content area.
05:11We'll click Move, click OK, and it is missing from My Content.
05:17However, if I go back to my meeting room, back to my SharePod.
05:21We'll select Share Document, under Shared Content is this content.
05:27What I've just demonstrated for you is two things.
05:29First off, how to move content around.
05:31That's important because it's useful to be able to do.
05:33But I'm also trying to drive home the point that once you have content that
05:37you've uploaded into a meeting, that you can use that content across meetings
05:42and share it across your organization.
05:44It's a great way to make sure, for example, that you're all using the same
05:47PowerPoint slide set when presenting your company's financials, or that you're
05:51always using the same information when you're providing some training for
05:55everybody in your company in the sales organization.
05:58Because it allows you to produce one consistent document and then share it with everybody.
06:03Now there is a faster way to get content into the content library, so I want to
06:07quickly show you that too.
06:09If I have some content that's sitting on my desktop that I want to share with
06:13everybody, I'm going to select Content, and I'm going to click Shared
06:16Content here, and instead of moving it from one place to another I'm simply
06:22going to select New Content.
06:24I'm going to browse for the file that I want to upload.
06:27In this case, I'm going to choose from among the Exercise Files that I've provided you.
06:31If you don't have a premium account you can actually use any file that you
06:34like, and we'll grab this Head Shot of this woman here, click Open, and we'll give it a title.
06:40Now this is actually doing more to it than I've done by uploading it and then
06:44moving it around after the fact.
06:45This is actually creating specific content out of it that has a description and has a title.
06:50So we'll call this Head shot woman, and if I want to I can actually give it a
06:58custom URL, headshotwoman.
07:03Scroll down and click Save.
07:07So by putting this in the Shared Content area, we'll go back to my room.
07:12I can select Share Document, Shared Content.
07:15There is the Head shot woman content.
07:18However, if I come back over here notice that there is a URL that will take me
07:22directly to that content.
07:24So I can drag select this, I'm going to right-click on it to Copy it.
07:29Go to new tab here in Firefox, and right-click to Paste, and then hit Return.
07:35And what will happen is Connect will take me right to that content and show it
07:40to me, so that I can take a look at it.
07:42And in fact, at this point if I want I can actually grab this and drag this to my desktop.
07:46So by using Connect essentially as a content server, I can take information or
07:52documents that I use frequently, share them with everybody in my company who is
07:55using Connect, and even use it as a way to distribute information because this
07:59content has a URL that takes me right to it. And that's the power of having
08:04Connect manage my content and using it as a way to organize my content in such a
08:09way that I can use it, reuse it, and share it.
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Securing a meeting room
00:00Because Connect is a server-based product, when I upload content into a meeting
00:04room, that content becomes generally available to me because it's sitting on the server.
00:10One of the things that I might want to do is share that content with others.
00:13To do so, what I am going to do is click on this Content tab here in my Connect
00:17dashboard, and I'm looking at My Content.
00:20Now this is content that I've added to Connect and either moved into My Content
00:25folder from a specific meeting or I might have uploaded this content directly by
00:30selecting New Content.
00:32To make this content generally available though, I have to take some steps
00:35to set the permissions for the content, so that people outside of the
00:39Connect server can access it, or maybe I want to protect some content so
00:43that that can't happen.
00:44Here is how I am going to do that.
00:46The first thing I'm going to do is simply click on this Head Shot content, and
00:51show you that everything on the Connect server is represented by a URL.
00:56So I can actually just share this URL with people, and they can go ahead, type
00:59it into their browser and they'll be taken to that content.
01:02However, right now, you have to have an account on the server and frankly,
01:07you have to be me to be able to access this content because it's generally protected.
01:11So what I want to do is take a couple of steps to reset the permissions for this
01:15content to allow various people to have access to it.
01:18We will start with people on the server.
01:20This particular object has permissions associated with it.
01:24Now those permissions actually come from the enclosing folder in which that content sits.
01:28So let me just backup for a quick step.
01:31The folder now is the folder that's associated with my username. That's My Content.
01:35All of the content in here has the permissions that come from that folder.
01:39By default, Connect doesn't allow anyone but you to access the contents of your folder.
01:44I can change that if I want, but generally that's not a good idea.
01:48So I'm not going to click Set Permissions here.
01:50What I'm going to do is click on this particular content and click Set
01:55Permissions for this content.
01:57Right now, the Current Setting is Same as parent folder.
02:00So I am going to click Customize and this will allow me to do something like, for
02:03example, Allow public viewing.
02:05So if I take this content's URL, send it off to a friend outside of my company,
02:10with this setting, they're going to be able to see this object.
02:14So they can just type the URL in, they are going to see it.
02:16In this case they will see that Head Shot.
02:18However, instead of making it available to everybody, maybe I just want to make
02:22it available to some people.
02:23So I am going to click No, and I'm going to choose from among the people
02:27who have accounts on the server, the people that I want to have access to this content.
02:32So I will select Bob and Kirk and add them.
02:37Now, they can access this content.
02:39Bob can view it, but I actually want Kirk to be able to manage this content.
02:43So I am going to select it, choose from among the Permissions, Manage.
02:47Now what Kirk can do is he can actually move this content around on the server
02:50or even delete it from the server.
02:52So I want to make sure Kirk is someone that I trust if I am going to give
02:55him those permissions.
02:56And of course, I can come in later on and change my mind by selecting them,
02:59and clicking Remove. And, whoops!
03:03I actually removed my own name from that, which is something that can happen.
03:06The good news is that I can always give myself permission again right from this place here.
03:10I wanted to delete Bob, not myself, and there we go.
03:14So that's one way that you can manage content.
03:16But there's another more efficient way that you can group your content into
03:20content that you do, and then content that you do not want generally available.
03:24So I am going to back up to My Content, and I am going to create a New Folder,
03:28and we'll call this folder Confidential.
03:34We will click Save.
03:36For the Confidential folder, what I want to do is click Set Permissions.
03:40I am going to customize the permissions, and although right now, it's set to
03:45match the folder that encloses it, which allows no public viewing, I am just
03:49going to be specific and go in and make sure that it's set that way. So there.
03:53No public viewing, nobody but me can get in and access this information. That's good.
03:57I'm going to create another folder called Open, click Save. And for this folder
04:06I am going to set the permissions such that people can view the content openly, and we'll go back.
04:13Now the final step is to actually move the content into the correct folder.
04:17So I will select this, and this, because I want these to be confidential.
04:20I'll select Move, and I'm simply going to choose Confidential by clicking on
04:24it, then click Move.
04:26Click OK and now that content is inside the Confidential folder.
04:31I and only I can access that content.
04:34For this content, we will click to select it.
04:36I'll click Move and this time I am going to put this into the Open folder, Move,
04:42click OK, and there we go.
04:44In the folder that represents My Content there are now two subfolders and I can
04:48access those two subfolders because I'm logged in.
04:51Nobody else can access the content of those folders, even if I give them the URL,
04:56because they are protected by Connect.
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7. Optimizing the Presentation Experience
Customizing your meeting room
00:00One of the advantages of using Connect is its flexibility.
00:03You can set a Meeting Room up to do whatever it is you'd like to do.
00:07What we're going to take a look at here is how to create a room from a scratch,
00:10but also how to configure it for the purpose that you might have, and we'll even
00:14customize it a little bit to brand it.
00:16So to get started, we're going to go to the Connect portal.
00:19What I've done here is I've actually created a Bookmark to take me into my portal.
00:24I've shown you before that you can type the URL in directly to get to your portal.
00:28But frankly, if you are going to be working with Connect frequently, you're
00:31going to want a Bookmark.
00:32So I've created one here, and we'll use it to get into the portal.
00:36I'll log myself in, and again, because we are using a 30 day trial, we may
00:43see this notification.
00:45If you're using an actual paid for account, you won't have to deal with it.
00:48We'll put that away.
00:50I'm going to start to create a meeting from the Meetings tab, and we'll
00:53select New Meeting.
00:55The type of meeting that I am going to create here in this demonstration is
00:58going to be for the purpose of presenting, and then discussing the
01:01presented material.
01:03So we'll Name it Presentation and Discussion.
01:07We'll create a Custom URL, and everything else will be left exactly as it is in
01:17the default, and I'll click Finish.
01:20While it's finishing, I do want to point out that the URL that I chose here,
01:23presentanddiscuss, is as important to this as probably anything else, because
01:28the URL will give me a sense of what this room is to be used for.
01:31When you use Connect, it's not uncommon to have many, many meetings, and by using
01:36a URL that will help you to understand what the meeting is for,
01:39you'll be able to pick the meeting that you need for your purpose more quickly.
01:44So we'll go ahead and enter the meeting, and this meeting uses the default
01:50template, and although it's okay, it's really not what I want.
01:54So the first thing I'm going to do is simply remove all of the pods.
01:57We'll get them out of our way, and we'll add pods to the mix that we need as we go.
02:05The other thing that I want to do is brand this room a little bit.
02:08If you see here, I've got this dark gray background and it's just kind of plain.
02:12So I am going to add a specific background that I've created with a graphics
02:16editing program such as Adobe's Photoshop.
02:18I'll select Meeting > Preferences, and under the General Preferences category,
02:26I've got the Room Appearance Background option.
02:28I am going to Upload a file that I've created.
02:30I'll select Browse My Computer, and among the Exercise Files that I've provided
02:35for you, if you are a premium subscriber, you can find a file called a Backdrop.
02:40Now this is JPEG file.
02:42Connect also supports GIF files and PNG files.
02:45In fact, you can see the supported types here, or if you are a Flash guru and
02:50you want to use a Flash movie file, you can even use that as well as.
02:54So I'll go ahead and choose my JPEG Backdrop, and click Open.
02:57It takes a moment for the system to upload it.
02:59When it's done, you'll see it appear here, as a little thumbnail.
03:03Now I'll go ahead and click Done, and there is a point that I want to make about this image.
03:07The resolution of your monitor is going to determine the size of the file that
03:11you create for this purpose, or the size of the file that you have your
03:14graphics department create.
03:16If you typically present at 1024x768, and your audience is at 1024x768, then
03:22create a file of that size.
03:24In this monitor, it's a little bit larger.
03:27It's 1280x720, and so that's the size of the graphics file that I've created for this.
03:33You'll probably want to plan for the largest common denominator, so that if
03:37people are using a smaller screen, weird things don't happen to the image.
03:41It will just scale the image down, and lop some off the top and bottom, and
03:45that's why I've used sort of a picture, as opposed to something that has
03:49specific boxes here and there that might get lopped off for your end-user.
03:53But it adds a little bit of branding or a little bit of visual interest to your
03:57meeting, so that someone isn't looking at simple gray behind the pods.
04:01Now to finish this off, what I am gong to do is add a couple of pods, and I want
04:07to point out why I'm going to add the pods I am going to add.
04:10This meeting is going to be for a presentation, but people are going to come
04:13into the meeting and they're going to want to chat with one another,
04:17see who is in the meeting, and I'm going to need to put a little bit of
04:20information in there for them, so that when they arrive, they'll understand
04:23what's going to happen.
04:25So the first thing I am going to add is the Attendee pod, and I can put this
04:30anywhere that I want, and I don't have to line it up.
04:32So I'm actually going to put this right in the upper left-hand, nice, and tall,
04:37because I know there'll be quite a few people in my meeting.
04:38I am going to add a Chat pod.
04:43Connect is going to try and fill all of the available space with that.
04:46But I don't really need it to be that large.
04:48So I am going to make the Chat pod a little smaller.
04:50I am going to kind of associate it with the Attendee list pod, just generally
04:54by putting it here.
04:55Then last, but not least, I am going to add a Notes pod, so that I can start to
05:01put some notes about the meeting.
05:03For example, an agenda, or a start time, or if there is audio dial-in
05:08information, or whatever it is that I might want to have people see when
05:12they come in the room.
05:13Then the final step for my Chat and my Notes pods is to double-click on their
05:17names and rename them.
05:21Feel free to be creative here.
05:23These don't have to be super descriptive of exactly what the pod is, and
05:27only what the pod is.
05:28They can be an indication that you want people to start talking to each other. So, Say hello!
05:33And the Notes pod, I am going to have the Agenda, and that calls out what the
05:44pod's purpose is, so that when people enter the room for the first time,
05:47this is where they are going to go.
05:49They'll be able to see who is in the room,
05:51they'll be able to chat with who is in the room, and they'll see that there's
05:53some information that you want them to have before the meeting gets started.
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Using the Notes pod
00:00One of the ways that you can customize your room is to put specific information
00:03in the room related to the meeting that you're about to have, and the Notes Pod
00:07is perfect for that.
00:09So here in this opening screen I've got a Notes Pod and I want to add some
00:12agenda and other information right into the room, so that when people come in
00:16for the first time they're going to be able to see what the meeting is going
00:19to be about, and I'm even going to get them to engage a little bit with a
00:23couple of questions.
00:24So we'll start with an agenda.
00:28Notice that the Notes Pod allows me to format the text slightly.
00:32I can choose a Bold typeface, I can italicize or underline, I can even choose a
00:36color if I want to, and a size.
00:38So I've got the word Agenda here.
00:40Its 22 points and it's Bold.
00:42Hit Return and I'll hit the Tab key to create an inset, and if I like I can even
00:47create a Bullet list.
00:48Although, I'm not a big fan of bullets, so I'm not going to use that.
00:51I'm going to change the size just a little bit to make it smaller and not bold,
00:55however, I do want to change the color because I want this to stand out.
00:59So we'll make this a green color, and I'm going to type the word Introduction,
01:06and then hit Return.
01:07Tab again, change the color, because I want these to kind of stand out against
01:11each other, we'll choose a maroonish color, there we go.
01:18Continue with Discussion, I'll make that a nice purple, and finally, Q&A and
01:27wrap-up. And Q&A is going to be blue and Wrap-up will be a lighter purple.
01:39Now, I've chosen the colors not just because it makes it look pretty, but I
01:45want it to stand out.
01:46I want these topics to stand out against each other, and that's what the
01:50Notes Pod is good for.
01:51I can put text into the Pod but I can customize it to help tell the story
01:55that I'm trying to tell.
01:57And then finally for this, I'm going to add some discussion notes because I want
02:01to provide some instruction about what to do now.
02:04The people who are going to come into the room and sit there wondering what to
02:06do, I want to give them something to do.
02:08So I'm going to make this black so that it matches Agenda, bold and 22 points,
02:18Discussion points, I'll change this back down to 20, take the bold away, and
02:24I'm going to set all of these Discussion Points to be a nice pinkish color, and there we go.
02:32So when users come into the room this is the first thing that they're going to see.
02:35It gives them some structure.
02:36It helps them to understand what they're supposed to do.
02:38Now it turns out that I might want to take this information with me after the
02:41meeting, and the best way to do that is to actually either email it to myself or
02:45save it out of the Notes Pod, which is something that I can do.
02:49In the upper right of any pod you're going to find the Pod Options.
02:52In the Notes Pod, among the options, are to Export the Note, and I can save it as
02:57an RTF, a Rich Text Formatted file which will open in something like Microsoft
03:01Word or any other Word Processor, or it's actually convenient to be able to
03:05email the note to myself so that it will be in my email inbox.
03:10And this is the email address that's associated with the account.
03:13Of course, I can change it if I want to.
03:15I'll click on Send and the Connect server will go ahead and send an email to my
03:20login email address.
03:21Come over here to my email account and here's the email that Connect sent me.
03:27What's nice about this is that it maintained the Rich Text Formatting
03:30characteristics of the note, so it kept the color and the size of the fonts, and
03:35the reason that I want to do this is because I might use this note now to create
03:39minutes from the meeting.
03:41And by having it in my email I can simply copy and paste this information out
03:45of my email into whatever Word processing application that I might want to use for the minutes.
03:50So the Notes Pod in Connect is a really great way for you to customize your
03:54meeting room with specific information intended for your participants in
03:57that particular meeting.
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Allowing your audience to chat
00:00One great way to customize a room is to give people the ability to interact with
00:04the meeting beyond just watching what you're telling them, and the Chat Pod is
00:08perfect for that, and that's what I have here.
00:10Now it works very much like a standard instant messaging pod, so most people
00:14will have some familiarity with it.
00:16But I want to go over some of its capabilities because they go a little beyond
00:20standard IM, and they can be really helpful in a meeting where you're trying to
00:24generate discussion.
00:25So what I'm going to do here in this meeting, you can see that I have some
00:28participants and we're about to get started, but I want to get them active.
00:32I want them to lean in for the meeting, not sit back and just watch.
00:36So I'm going to ask a question in the Chat Pod.
00:41How is the weather where you are today?
00:43So what that should do is spur some conversation among my participants.
00:47Get them talking, get them talking to me, get them talking to each other.
00:50Now, at this point though, the chat pod is going to start to fill up with
00:55comments and that's great, but I want to make sure that I can see who is
01:00speaking quickly, especially if it's someone of some importance.
01:03So I've got Olivia here and unfortunately for Olivia it's Raining cats and dogs.
01:07When I'm communicating with Olivia I really want to be able to see what she's saying.
01:12So I'm going to have her do what I'm about to do, so that she and I can sort of
01:16stand out in the chat.
01:18I'm going to change my Text Size and I'll make it just a little bigger, and that
01:23makes it easier for me to read, but I'm also going to change My Chat Color to
01:30Purple. And now, my chats are purple.
01:36And you will see when Olivia chats, her messages are going to be in a different color.
01:41That's really, really handy, because what that means is that when I see
01:44something that is a color that Olivia has chosen, it's very easy for me to spot that.
01:49And when you're in the midst of a meeting and you are working along with a lot
01:52of information, it's really handy to be able to see,
01:55in this case, that Olivia is green.
01:58Now the final thing that's not obvious that the Chat Pod can do for you is it
02:02can become a Hotlink tool.
02:03So I'm going to say to Olivia, Hey Olivia!
02:06Why don't you give the participants your email address so that they can email
02:09you some really great ideas about what we're going to do with the
02:13twotreesoliveoil.com website?
02:15So she's going to go ahead and do that.
02:17And there, her email address, you can see it looks like a hyperlink, and the good
02:21news is because Olivia has her chat pod set to large text, she can see that she
02:25made a mistake there and she can go ahead and correct it.
02:27Now I'm going to ask a question.
02:32How do you all like the new Two Trees website?
02:35And some people are going to respond that they like it, but I'm going to ask
02:38Olivia to go ahead and put the URL in there, because I want people to take a
02:41look at it as a part of the discussion.
02:48And there's the website.
02:50Now I'm going to expand the pod just a little bit so that I can see both of those hotlinks.
02:55If I roll my cursor over them, you can see that my cursor changes into that
02:59little sort of I'm-going-to-go-somewhere-else finger.
03:01If I clicked on her email address, it would launch my email client and it would
03:05start an email message already addressed to Olivia.
03:08If I click on the website, it would actually take me to twotreesoliveoil.com.
03:13And so this is a great way not just to have people chat, but to deliver some
03:17information, and in fact, because these hotlinks exist this way, you can send
03:21people out to look at some stuff, do some research as a part of the meeting, and
03:25as a part of the way you'll develop some conversation in the meeting.
03:28Now the final thing that you can do with the chat pod is you may see that there
03:32is some really good conversation in there that you want to keep.
03:35Well, much like the Note pod,
03:37under the Pod options, you can Email Chat History.
03:41What this will do is that will email the chat history as an email to the account
03:45that you have set up that you are using for your login.
03:47So you can actually capture all of this conversation and then use it for later
03:51discussion or for Minutes or whatever it might be appropriate to use for.
03:55And once you've emailed the chat log to yourself and you have used the chat pod
03:59there is one little bit of housekeeping that you may want to do.
04:02Under the Pod options you have the ability to clear the chat, and it's a good idea,
04:06if you've had a really robust conversation and there's been a lot
04:09back-and-forth, to go to ahead and clear it out by selecting Clear Chat.
04:14And that's how the chat pod can allow you to bring people into the meeting
04:18and engage them much more fully than by asking them simply to watch what you're doing.
04:23It's a way that you can get conversation rolling,
04:26it's a way that you can gather feedback from people, and it's a way that you can
04:30customize the experience of your meeting to make it more for the people that
04:33you have in your meeting, and less about just the information that you want to
04:36show them.
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Polling your audience
00:00One great way to customize the experience for your audience is to learn
00:03something about your audience.
00:04And if you have a Chat Pod, you can certainly ask questions that are freeform
00:07questions, but you might also want some formal information collected in a way
00:12that you can use it more quickly, and for that we are going to use Polling.
00:16What I am going to do is create a new layout for this meeting.
00:19We'll select Create New Layout.
00:21I am going to create a new blank layout, because the only thing I want this layout to
00:25have in it, are going to be some Poll pods.
00:28So we'll select Poll and we are going to add a new Poll.
00:31Now this is kind of a large poll as it is, so I am just going to shrink
00:33this down a little bit, and I'll ask a question. There are two types of
00:39questions that I can ask.
00:40The first one that I am going to ask is going to be multiple choice.
00:43So I am going to ask what people think would be the best color scheme for the website.
00:48Now as I am typing this, people aren't seeing anything, they are just seeing an empty Poll Pod.
00:54So they are not tempted to jump in and start answering right-away.
00:56I'll go ahead and add some choices, and to get the Poll started what I need to
01:02do is open the Poll.
01:04Now as soon as I open the Poll, people who are in the room can start to
01:08participate in the Poll, and all they need to do is select their favorite choice
01:13among the color scheme options that I have offered.
01:16Now I am going to go ahead and create another Poll because I want to create
01:19another type of Poll that you can have, and again I am going to resize this
01:26Poll, and I do want this to match up, and the question that I have here is going
01:35to be What products should we offer?
01:39Now I am not going to limit it to 1, so I am going to have a multiple answer poll here.
01:46Oil, Bottles, Recipes, Flavored oil mixes.
01:48And again, I am going to open up the Poll.
01:51Right now the other participants can't tell who has voted and what has been
01:55voted for, and if I want them to be able to all I need to do is broadcast the results.
02:01Now people can see what their colleagues are voting for.
02:04So if I am using a poll to gather opinions, as I am doing here, then I'll want to do that.
02:09However, polls are also useful for quizzes, and so if you want to offer a quiz
02:14during your meeting, well you certainly probably don't want to broadcast the results
02:18because then it becomes choice by committee.
02:21There are a couple of other things that we'll want to do with these polls to
02:24make sure that we are maximizing the use of them.
02:27First off, I am going to, under the Pod Options, choose the Result Format that I
02:32am going to show to the audience.
02:34There maybe times when you are having a meeting where you don't have as many
02:37people in the meeting as you'd like, and so instead of showing the number of
02:41people who are voting for a particular thing you can simply show as percentage.
02:46And then the actually hard numbers aren't there.
02:49That's kind of a tricky little way not to give away the fact that no body showed
02:52up for your meeting, but you are still indicating the percentages, so you are
02:55still indicating who is voting for what.
02:57Another thing that you should probably do for every Poll is change its name.
03:02To do that, we actually have to close the voting and go into Prepare mode and
03:06then double-click on it.
03:08There is a reason that we are doing this, and I'll explain it in just a second,
03:10so let me name this poll, and then we'll go ahead and reopen the polls.
03:19Notice that by closing and reopening the polls I've taken away the results, so
03:23people can go ahead and vote but once you open the poll, it's a good idea not to
03:28close it because you'll lose the data that you had in the poll.
03:31In this case the reason that I changed the name of the Poll Pod is because Poll
03:352 doesn't mean anything.
03:36I don't know what that poll is for. Product choice does, and if I go up here to
03:41the Pods menu and choose Poll, you can see that Product choice shows up as a
03:46poll that is remembered and maintained.
03:48So if I am having several different meetings with a focus group or something
03:51like that, I can bring this Poll Pod back to the stage at any point that I want
03:55to in an ad-hoc way.
03:57Now the final thing that's really useful about polls is that you can use them
04:01not just to gather opinion, but also to find out who's paying attention. Because
04:05you might have a group of people, half of whom have decided to go off and look
04:09at something else, and if it's an important meeting where you really need them
04:12to pay attention, it would be useful to know who has toddled off, or who is not paying attention.
04:17For that you can always select View Votes, and that will show you exactly who
04:21voted and how they voted.
04:23Now you can see that Kirk has changed his votes a couple of times, Olivia has
04:27changed her votes a couple of times, and that Judy voted once.
04:30If I have 50 people in the room and I only see that three of them, or four of
04:35them I guess in this case, have voted, then I know something is happening, and I'll need
04:39to take some steps to bring people back to the meeting. Whether it's to put up a
04:43big red note pod or whatever I might do, this is a great way to understand who
04:48is actually participating in the meeting versus who is logged in and isn't
04:52perhaps participating as fully as they should.
04:54So polls are really, really useful tools, for gathering information about not
04:59just the opinions of your audience or quizzing your audience but also the
05:03attentiveness of your audience.
05:06Now once you click on View Votes again you'll go back to the Standard View.
05:09If you do need to make a change to your poll, it's no problem, all you need to
05:13do is click on Prepare.
05:14That will bring you back in so that you can add perhaps another option or change
05:19some of the options based on the meeting that you are having.
05:23Polling is one of the most useful ways that I have encountered for customizing
05:27not just the meeting room but the meeting content, because by knowing what your
05:32audience is into, or knowing what your audience thinks about, or knowing how many
05:36of your audience members are paying attention, you can adjust your content to
05:39make it specific and useful for them, not just you.
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Using a webcam
00:00One of the issues with a web-based presentation or collaboration tool such as
00:04Connect is that you don't really know what the person who is speaking looks
00:07like, and if you've ever listened to the radio and wondered what your radio DJ
00:11looked like, and then seeing that person later and been disappointed, because
00:14your mental image was different.
00:16Well, I think you know the problem I'm trying to describe.
00:19Developing a relationship with the people that you're speaking to is really
00:22enhanced when they have a sense of who you are and what you look like.
00:26So what we're going to do is we're going to use the Web camera capability of
00:29Connect to start developing that relationship.
00:32As before, I'm actually going to create a new layout for this purpose,
00:44Presentation Main, and again, we'll use a new blank layout.
00:49Now a presentation is very likely to have a large Share Pod, so we'll just go
00:52ahead and add a large Share Pod.
00:56And often times within a presentation, I'm going to have a Chat Pod, so that my
01:00audience can chat, and then finally to develop that relationship, I'm going to
01:11use a Web camera connected to my system and the camera pod in Connect.
01:15Now I can simply select Pods > Video, or if I hide this, to get the process
01:22started, I can also simply click on the Start My Webcam button, because I'm
01:26going to use that with the pod even after I've created the pod in the layout.
01:31By clicking that button Connect automatically assumes that I need a pod and that
01:34I want to start using it.
01:36Now again, with Connect it's always going to ask when you're sharing something
01:40like your audio or your Web camera for permission to do so, and that way you'll
01:44avoid any privacy issues that might crop up.
01:47So yes, I want allow that, and here's where I can see a preview of what's going
01:52on, and you can see that I'm not quite on camera.
01:55So when I'm presenting, it might be a good idea to shift my view over and I am
02:00looking into the camera now so that I can see what I look like.
02:03I want to make sure that, you know, there is nothing on my face, no food or
02:05anything like that, and that way with the preview I'm ready to go before I start sharing.
02:13Now once I start sharing, everybody in the room is going to be able to see what I'm doing.
02:17So I'm going to resize the pod just a little bit though, because as I'm
02:21preparing for this, I'm planning to use a Web camera, and this just gives me a
02:26really good sense of where I need to be, where I need to look, and how I need to
02:30address the audience when I'm using the Web camera.
02:33So it's pretty much as simple as that, but there are a couple of tips that I
02:36have for you that I want to add here.
02:37First off, the Web camera is a very, very bandwidth-intensive thing.
02:42It uses up more bandwidth probably than anything else than the system is going
02:46to do, so it's not a bad idea after you've begun using it a little bit to pause it.
02:52So what I'll do is I'll move my mouse over the little Pause button right here
02:56and I look and smile a little bit and then pause my camera, and that's the way
03:00that I can kind of have my cake and eat it too.
03:03Now what this is going to do is it's going to let people see a goofy picture of
03:06me as I'm presenting, but at least they can understand what I look like.
03:10Now if at some point I want to stop the process, all I need to do is come in
03:13here and select Stop My Webcam.
03:16And although using a webcam is very valuable, it's something that I do for the
03:19start of many meetings to start to address my audience, instead of having the
03:23webcam running or even having that sort of goofy picture of myself sitting
03:27there the whole time, what I'll actually do is Hide this, and I'm going to open up a Share Pod.
03:34We'll add one new Share Pod, and again, I'll resize it to the place that I want it to be.
03:39And instead of using a Web camera to continue that relationship with my
03:43audience, I'll upload a file.
03:45So I'm going to Share Document, Browse My Computer.
03:48Now I didn't actually provide you a picture of me for the Exercise Files.
03:53There is a picture of this much better looking person that you can use for the
03:56exercise, but frankly, if you're going to follow along with this and set up
03:59Connect, I'd strongly recommend that you get a nice picture of yourself as a JPEG
04:03file, because you can put that into a Share Pod, and then this becomes the way
04:08that people think of you throughout the meeting, instead of that goofy smile
04:11that you saw when I paused the web camera.
04:14But either way, the web camera is a great way for you to develop that
04:18relationship with your audience that goes beyond just hearing your voice
04:21and seeing your slides.
04:23It allows them to see who you are and begin to feel like they know you a lot
04:27better than just by hearing your voice.
04:30So in almost every presentation that I do, I'll use the web camera to get started,
04:34let the audience see who I am, and then switch over to a picture myself, because
04:38it's a great way to customize the experience, allowing the people to know who
04:42you are.
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Sharing files and web links
00:00Often at the end of a meeting I'll have some handouts or some web links that I
00:03want to share with my audience for further review or study.
00:06To do that with Connect, I am going to use two pods, specifically.
00:10The File Share Pod and the Web Links Pod.
00:12So to get started, I am going to create a new layout which I am going to use at
00:15the end of the meeting as a wrap up layout, and because it's going to look very
00:19similar to this layout, I am simply going to duplicate it.
00:21I'll choose Layouts > Create New Layout, and duplicate an existing layout.
00:27Rename it, call it Wrap up, click OK.
00:32Now, it doesn't look like anything has changed, but notice at the top that this
00:35is the Wrap up layout.
00:36So I am going to go ahead and reconfigure this layout.
00:39I'll make the Share Pod just a little bit more narrow, and we'll start with the
00:45File Share Pod, so I'll select Files > Add New File Share, and let's resize this
00:50because I don't want it to be this tall, I am going to use about half of the
00:53space I have available.
00:55The File Share Pod essentially works like a little FTP service.
00:58You can upload files into it and your audience will be able to download files
01:02from it during your session.
01:04So we'll go ahead and upload a file.
01:05I'll choose from the Pod Options menu, Upload File, and I am going to Browse My
01:10Computer, because I want to upload this PowerPoint file.
01:14We'll click Open and it will upload the file.
01:17Now, remember, it's a good idea to do this stuff ahead of time if you can,
01:20certainly it's okay if you've got an ad hoc file that you want to share with
01:23your audience to do it this way, but just bear in mind the fact that if you do
01:26it, it's going to take some time to do it and any dead time is time that people
01:30might spend checking their email or leaving the meeting.
01:32Once you have uploaded the file, you can go ahead and rename it.
01:36Connect will sometimes give it these odd names just to make sure that it's able
01:39to keep track of it on the server.
01:41So I am going to rename it here in the Pod by selecting Rename Selected, and
01:46then we'll take the number scheme off there, and instead of using ppt to
01:51indicate that it's a PowerPoint, I am going to type the word powerpoint.
01:57That makes it easy for my audience to see what it is.
02:00In this case, I am actually going to reshrink the Share Pod a little bit and
02:05make this a little bit larger so that it's easier to see the title.
02:08Now, to work with this file all I need to do is either select this file and
02:14click Save To My Computer.
02:15And just so you can see what the audience view of this would be, I am going to
02:19convert myself from a Host to a Participant, and you can see that the only thing
02:24that they can do is save a file.
02:25So participants can't upload files, you have to be a presenter or a host to do that.
02:30When you have a file here, you can click Save To My Computer.
02:33It will launch your Browser and give you the ability to download the file to your system.
02:38And of course it will just ask you where you'd like to place it and then start downloading.
02:42So the File Share Pod is a great way for you to take information that you want
02:44to share in the form of a document, upload it into the room, and then deliver
02:48it to your audience.
02:49One little tip though, if you are going to upload large files, it's a good idea
02:53to zip them or use StuffIt compression to compress them so that they are
02:58smaller, because any little bit of bandwidth you can save is bandwidth that
03:02people don't have to use downloading files or whatever.
03:04Plus, you will want to shorten the amount of time it takes for people to do
03:07this because, well, you want to make sure that your focus is on your
03:10presentation, not on downloading.
03:13Now, another way that you can use the web and Connect to extend the purpose of
03:17the meeting is to provide URLs.
03:20So I am going to go ahead and convert myself back to the Host.
03:22I am going to select from the Pods menu, Web Links, and we'll add a new Web Links Pod.
03:29And we'll adjust it so that it fits into our little space here.
03:32The Web Links Pod works actually in two different ways.
03:35One, I can in an ad hoc moment surf people to a particular website.
03:40To do that, I am going to type the website in.
03:42Once I have typed the website in, I'll click Browse To and that will actually
03:49take myself and my entire audience to that webpage, which is handy if you want
03:55people to see information on a website.
03:57But bear in mind, if you do this in the middle of a presentation, you've taken
04:00people out of your meeting to a web browser and they may choose to surf from
04:05here to other places that you don't want them to go.
04:08So it's something that I tend to use at the end of a meeting, not during the
04:12middle of the meeting.
04:13But it's a great tool because it allows you to extend your meeting by adding
04:16things that you find on the World Wide Web to the meeting.
04:19So we'll go ahead and we'll close this.
04:21Now, once I have a website that I want to use over and over again, I may want to
04:26save it, and that's the second thing that I can do with the Web Links Pod.
04:30I have a web link in here, I am going to select Add Link, and what Connect
04:35will do is assume that I want to make this a more permanent link that I can
04:38use over and over again.
04:39You can see that it already populated the path information with the link.
04:44Now I am just going to go ahead and name it.
04:49And this is a name that I can choose to give it a label that I understand. So we'll click OK.
04:54What's nice is that, if I am in the middle of a meeting and I want to take
04:58people to our website, I've cleared the link information out of here.
05:02I am just going to click on it here and you can see that by simply clicking on this link,
05:07it loads up the text field here with the URL, which I can then click to browse
05:12to, and I can have multiple web links in my Web Links Pod.
05:15Now, one more thing, I want to show you what this looks like for the end user,
05:19because it's a little different.
05:20I am going to select Participant.
05:25Notice that as a participant I can also do the same thing.
05:28If as a participant I select this and I click Browse To, I will take myself, not
05:33everybody else, but just myself, to that website.
05:36So this is also good to load up with websites that you want people to use for
05:40further review at the end of your meeting.
05:42But both the File Share and the Web Links Pod are great pods for extending the
05:47value of your meeting by giving people documents to take away after the fact and
05:51by providing them web links that they can use for research and further review at
05:55the end of the meeting.
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Working with other presenters in Prepare mode
00:00When working with Connect, it's always best to set your Pods up and your
00:04Layouts up ahead of time.
00:05Because you don't want your audience to have to watch you adjusting Pods on the fly.
00:10It's what I would call dead time, and it's an opportunity for people to leave
00:13the meeting, to go check e-mail, or do whatever else they might want to do
00:16instead of attend the meeting.
00:17You want to make sure that you're presenting the entire time, or at least you're
00:21engaging the entire time.
00:23Now, when you present with another author, it's not uncommon for that other
00:28author to decide they need to do something to their layout because they forgot
00:32to upload a file, or they didn't add a web link that they want, or maybe in
00:36responding to what's happening during the meeting,
00:38they want to make a change.
00:40To do that, Connect offers something called Preparing Mode.
00:43And to use Preparing Mode, what you can do is enable it and go into a different
00:48Layout, and adjust it without affecting what the audience is seeing.
00:52To start, we're going to select Meeting, Switch To Prepare Mode.
00:56Note that you get some instructions, yYou're now in prepare mode, and changes
01:00made to the active pods will be reflected to the participants.
01:03And that's something that's important to realize.
01:05So for example, this pod is active.
01:08If I were to do something to it like remove this image, because it's in the
01:12active layout and people are seeing it, I would have that affect on things.
01:15So that's just something that you want to keep in mind.
01:17But what you can do is select a different layout.
01:20So I am going to go all the way back to the Main Presentation Layout.
01:24In fact, I am going to go all the way back to the Sharing Layout, which is the first layout.
01:28And you can see that there is a yellow box around the entire layout.
01:32That's my hint that I am in Prepare Mode.
01:35And being in Prepare Mode, I can do whatever I want.
01:38So if I wanted to add a file Share Pod, I'll just select Share > Files, I'm
01:42going to Add a New File Share pod so as not to mess with the existing File Share pod.
01:46And we will go ahead and add it.
01:50And then from here I could do whatever I want.
01:51I could rename it, I could upload something into it.
01:54Basically, in a Layout that doesn't have any active pods, I can do whatever it
01:57is that I would like to do.
01:59Preparing Mode is really convenient for those moments that you realize, "Oh, My goodness!
02:03My layout is not quite ready to go, or I need to make a change to the layout."
02:07Now the final thing that I want to say about Prepare Mode is that make sure that
02:11you end Prepare Mode, for yourself, before you start to speak, because I've done
02:16this a couple of times, actually, where I've gone in to Prepare Mode and I really
02:19didn't pay attention to the yellow box here, started presenting, and then my
02:23audience started to chat to say, "Hey, what's going on?
02:25I don't see of what he's talking about."
02:27Well, that's because I am in Prepare Mode.
02:29So at the end of it, select End Prepare Mode.
02:32You're back to the main layout that's being shown to the audience.
02:35Change to your layout,
02:36continue your presentation, and you'll be good to go.
02:39So, when you need to customize after the fact, use Prepare mode.
02:42Just make sure that you turn Prepare Mode off after you're done using it.
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Working with other presenters in the Q & A pod
00:00At the end of the meeting or a presentation it's often good to offer your
00:03audience the opportunity to ask questions, and then you can answer them.
00:07You can do this with the Chat pod by simply having people type into the Chat
00:10pod, but there's a specific pod that has some functionality that I want to show
00:14you that's a little better for doing that.
00:16So what I'm going to do is create a new layout for Q&A, and we'll start by
00:20duplicating this layout, because it's going to be almost exactly the same as this layout.
00:25So we'll duplicate wrap up and we'll call it Q&A, click OK, and it doesn't
00:32look like anything has changed, again, because it's exactly the duplicate of
00:35the previous layout.
00:36But in this case I'm going to get rid of the Chat pod and I'm actually going to
00:41get rid of this Head Shot.
00:44First, I'm going to put the Attendee pod up, because I want you to see that I
00:48have another host in the room with me, and that's Olivia.
00:51Olivia is in the room because at the end of the session she's our web expert.
00:54If questions come up that she can answer, well, then I'm going to help her help
00:57me with the Q&A. So to get started with the Q&A I'm going to select from my
01:01Pods menu, the Q&A pod.
01:04Now the Q&A pod works very much like a Chat pod except that it has some
01:08additional functionality.
01:10When someone types a question into the Q&A pod, there are tools that I can use to
01:15manage those questions more effectively.
01:17So you can see that Nick has asked, what is the timeline for the new site to go live?
01:21If I click on that question I can answer it, but it occurs to me that I probably
01:25don't know the answer as well as Olivia does.
01:28So what I'm going to do is assign this to Olivia.
01:31Now Olivia in her pod is going to see that the question has been assigned to
01:34her, she can go ahead and answer it. And I can see that the question is there,
01:39Olivia has answered it, and we're good to go.
01:41Now Nick has asked another question that I think is probably appropriate for me.
01:45However, I'm not really interested in exposing this question to my entire
01:50audience, because I don't want people to think that the site wouldn't be 100%
01:53complete, but the answer is that, yeah, it will only be about 95.
01:56So when I select this question and I'm ready to answer it, instead of sending
02:01it back to everybody so that everybody can see it, I'm going to respond
02:04privately back to Nick.
02:10So instead of clicking this button here I'm going to click Send Privately.
02:14Now there's no way to tell that it was sent privately here.
02:17So what I'm going to do is click over to Participant View. And what I'm seeing
02:21here is the list of questions and answers that everybody can see.
02:26So Nick asked about the timeline, Olivia answered Nick, and everybody can see the
02:30question and the answer.
02:32The question from Nick about the percentage completeness of the website isn't
02:35listed here, because that's a private question.
02:38Nick can see it, I can see it, but nobody else can.
02:42Now at the end of the process, you may have a lot of questions in the queue,
02:45especially in a meeting where you have lots of participants.
02:48So you can actually sort the questions only looking at the open questions, only
02:52looking at questions that are answered, or only looking at questions that have
02:56been assigned specifically to me.
02:58The Q&A pod is a really useful tool for Q&A, because it goes beyond the Chat pod
03:03in allowing you to manage the questions and allowing you to make your Question
03:08Answer process private to those people for whom it's appropriate.
03:11At the end of course, you may want to take these questions offline and work with them.
03:16So from the Pod options menu, you can always export the entire Q&A log as an RTF
03:21file or email it to yourself as an email with the text in the body of the email.
03:26So any meeting where you're going to allow the audience to ask questions is a
03:29meeting in which you will probably have a layout at the end for Q&A, and if
03:34you do, use the Q&A pod for it and you'll find that it's a much easier and
03:37more efficient process.
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Chatting privately
00:00Another way that you can engage your audience is to have a private
00:03conversation with them.
00:04So in previous sessions we've seen that we can create private Q&A and we can chat publicly.
00:09But I want to add to this because it's really helpful to be able to have a
00:13private conversation while the meeting is in session to either answer a
00:17longer question or to prepare for some information that you want to show the
00:20audience or whatever.
00:22So for this I am actually going to simply replace the Q&A pod here in this
00:26layout with a standard Chat pod.
00:28I'll resize it so that it fits the scheme.
00:34Now if I want to chat with Olivia or Nick specifically, I can.
00:39So I am going to hover over Olivia's name here in the Attendee pod, and I am
00:43going to select Start Private Chat. And say...
00:48Instead of sending this question to everybody indicating that I don't know my
00:51job, I am going to send it directly to Olivia.
00:54I am also going to interact with Nick at the same time so that you can see
00:58how Connect allows you to chat with several different people without
01:01accidentally creating crosstalk.
01:03So I'll start a private chat with Nick.
01:07I want to know if Nick is going to come to San Francisco next week.
01:10You can see here at the bottom that I've got three different tabs, one for each
01:14person that I am privately chatting with and then one for the Everyone tab.
01:18Now you can see that what Olivia did was she responded back to the overall chat.
01:24So she decided that everyone should see the answer to the question. No problem.
01:27She selected the Everyone tab and typed.
01:29As I am doing this, I can see that Nick's tab is blinking yellow.
01:33That's indicating to me that Nick has responded.
01:35So Nick is coming to San Francisco.
01:38He's arriving Sunday evening.
01:40So the private chat is just a great way for you to be able to sort out
01:44your conversations with various people without exposing those
01:47conversations to everybody.
01:49Something that's important to understand about the private chat.
01:52One, when you email the chat history to yourself, you're not going to get any
01:56of the private chats.
01:57That stuff is not maintained in the chat log on purpose, because it is private.
02:01The other thing is that you may want to control whether or not people are able
02:05to chat with each other during your meeting privately.
02:09It's not a bad idea to let them do it, but in some cases you may want to shut that down.
02:13So to do that, I am going to select Meeting > Preferences > Chat Pod, and I
02:19am simply going to disable Private Chat for participants if I don't want them to chat.
02:24When I do this, Nick isn't going to be able to have a private chat with somebody else.
02:29Now I am a host.
02:30So I can privately chat to Nick, Olivia can privately chat to Nick, and I can
02:34privately chat to Olivia.
02:35But Nick can't initiate one himself with other participants or even with us.
02:40So private chatting is a great way to customize the experience, because it
02:45allows you to have a sidebar conversation with either the participants in your
02:48room or your other presenters or hosts without exposing that conversation to
02:53the entire audience.
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Setting preferences
00:00There is one final step that you may want to take when customizing your room, and
00:03that is to adjust the room's preferences.
00:06To get to them we will select Meeting > Preferences.
00:09And some of these preferences have been covered before, for example, the General
00:13preference which allows you to upload a JPEG file into the background of your
00:17room to customize it.
00:18We have also seen that you can turn these things called Host Cursors on and off,
00:23and what that does is it disables the little ghost-like cursor of the other
00:27hosts who might be working in the room.
00:29However, there are some other preferences that we will want to consider, for
00:32example, the Room's Bandwidth.
00:34The bandwidth that you allow for the room determines how Connect is going
00:38to handle the streams of information that it sends from the server out to your users.
00:43If you have the bandwidth set to LAN, that's considered very high bandwidth and
00:47that means that Connect is going to use as little compression as it can, and
00:51it's going to keep the frame rate for everything that it does, High.
00:55So for example, Video Share or Screen Share are all things that are going to
00:58look nice and high quality and very smooth.
01:01However, if you're in a situation where your users are going to be dialed in
01:05using cable or DSL then you'll set this back, because what this will do is
01:10it will tell Connect to use a little more compression and perhaps a little
01:13bit lower a frame rate.
01:15Connect has a set of algorithms on the backend that it's going to use to
01:18make these decisions, which is why we simply choose one of the choices that we have here.
01:23Now if we know that we are in a very low bandwidth situation, for example, a
01:26room full of students who are connected via a single wireless waypoint, well
01:31then maybe we will set the Bandwidth to Modem.
01:33A good General setting to use is DSL/ Cable because that produces a nice happy
01:38medium between quality and bandwidth for a General user set.
01:42Audio, in most cases you will leave the Audio settings as is, however, if you're
01:48experiencing issues with Voice Over IP, you may want to come in and just adjust
01:52these settings to see if you can get a better result.
01:54For example, if you're hearing a lot of breakup and garbled voices, try the Speex
01:59Codec, that may improve things.
02:02If you're hearing a lot of echo and a lot of low-quality audio, try deselecting
02:06Use Enhanced Audio and see what that does.
02:08In most cases, leave it like this, but again, in a troubleshooting situation, this
02:13can be helpful for you to adjust things.
02:16Video, the video camera is a high- bandwidth tool that uses a lot of bandwidth to
02:21give you a high-quality video stream, but you can control it.
02:25So for example, if you know that you are in a lower bandwidth situation, maybe
02:28you yourself are connected by a wireless, you can set this back to give yourself
02:34a lower quality video stream.
02:36But what Connect is going to do, is it's going to use higher compression and
02:41drop frame rates to keep everything synchronized.
02:44Because it's more important for people to see what you're doing in real-time
02:48than it is for people to see you in high quality but lagging way behind what you
02:53are actually saying.
02:54A good General setting is Standard, but again, you can adjust this up or down
02:59based on the situation that you find yourself in.
03:01And the same is true with Screen Share.
03:03Screen Share is another highly bandwidth-intensive thing to do, and it's
03:07important to have high quality if you can afford it, but if your bandwidth is
03:11constricted you may want to set the quality and the frame rate down some,
03:15because again, synchronization is important.
03:18You want your audience to see what you're doing in real-time as you're doing it.
03:22If your settings are too high then what they're seeing may lag well behind
03:26what you're actually doing, and that will create confusion or grumpiness among
03:30your audience members.
03:31If you're in a very constricted situation, select Low.
03:35Things won't be smooth and things will be highly compressed on their screens, but
03:39Connect will do its very best in that situation to keep you synchronized with
03:42your audience, and that generally is more important than the quality setting.
03:47The Attendee pod allows you to set a status, for example, you can raise your hand.
03:51When you raise your hand though, it's going to flag the Host or Presenter that a
03:55hand has been raised, and that can become distracting.
03:57So you may want to disable that.
03:59Now when you do Disable that your audience may not have any way whatsoever to
04:03indicate that they need some help or that they're looking for some information.
04:06So if you Disable that, know that you've disabled it, maybe you want to come
04:10back and enable it at another point in the meeting, and you can do so.
04:13Now when someone raises their hand, and the host is in a Screen Share moment, that
04:20hand raise can become very distracting there too.
04:22So you can actually turn that off so that it doesn't appear when someone is
04:26sharing their screen.
04:28The Raise Hand notification only appears when someone isn't sharing their screen.
04:31I am going to go ahead and leave that on, because generally speaking, I like to
04:35allow my audience to raise their hand to flag me, and I even like to see that
04:39when I am in a Screen Share moment.
04:42The Chat Pod, we have seen this in a previous lesson for this movie.
04:46If you enable private chat for participants they will be able to chat with each
04:50other, and generally speaking,
04:51That's an okay thing to do.
04:53Now, when you're in a Screen Share or you're in Full Screen mode, the Chat
04:57Notification is something that you will probably want because you will be able
05:01to see that people are asking questions.
05:03Now if you find that distracting simply Disable it and when people ask questions
05:07and you are sharing your screen, you won't know that they've asked them.
05:10If you do allow people to do it, it's a good idea to set the Notification
05:13option to 5 Seconds.
05:15Someone might ask a question that pops up.
05:17If it's only there for three seconds, it may not be there long enough for you to
05:20read the question and respond to it.
05:23And then finally, the Q&A Pod.
05:25With the Q&A Pod, you may want to allow the submitter's name to appear
05:29with their question.
05:31If you want to anonymize that, simply Deselect this.
05:34The question appears without a name associated with it.
05:36If you want your presenter's name to show with the answer to the question, you
05:40can allow that or again, if you want anonymity, you can go ahead and turn those off.
05:45In most cases, I have no reason to hide those, but if you need to hide them you
05:49can, and here's how you do it.
05:50So those are your preferences.
05:52You certainly can experiment with them to set your room up the way that you want
05:55it to work with respect to notifications and bandwidth usage and the anonymity
05:59of questions and answers.
06:01It's a good idea to consider this for every meeting that you set up, at least
06:04when you set the meeting up for the first time, because you want to make sure
06:07that you are in control of these preferences, not the defaults that happened to
06:10have come with Connect.
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8. Recording a Presentation
Creating a recording
00:00One of my favorite features about Adobe Connect is its ability to record
00:04and archive a meeting.
00:05It's a really versatile tool that gives me a lot of capabilities that go beyond
00:09simply creating a movie of what happened during the meeting.
00:13So what we're going to do is take a look at how to start a recording.
00:15But before we actually fire off the recording, because that's very easy to do, I
00:19want to talk a little bit about setup, because you want to think about what
00:22you're going to be showing to your audience.
00:24Typically, in a meeting that I am going to record, I actually create a layout
00:28that is my starter layout that I intend never to actually show.
00:32So here we have this sort of starter layout.
00:34You can see that people have been chatting and the chat may become cumbersome
00:38and long filled with all kinds of completely irrelevant conversation.
00:42So the first thing I may want to do is clear that, but to give myself the
00:46sense that there is a moment at which I am going to start recording, I'm going
00:49to change from a standard beginning layout to a beginning layout that I don't intend to record.
00:55And to make that happen, what I am going to do is create a new layout, I am
00:58going to duplicate the existing layout, and I am going to call it Walk-in.
01:01And that's sort of that walk-in moment, like at a regular meeting, when people
01:07are coming in, they are sipping their coffee, they are kind of chit-chatting, and whatever.
01:11Now the Sharing Layout is something that I'm going to rename.
01:14So we will go ahead and manage the layouts and first off, I want the
01:17Walk-in layout to be first.
01:18So I am going to move that to the top.
01:20Secondly, I am going to select the Sharing Layout and I am going to select
01:23Rename and I'm going to add to the name of this layout, Start the recording.
01:31And you can put an exclamation point there.
01:34What this gives me is a structure to understand that the Walk-in layout, I am
01:38not going to record.
01:39When I move from the Walk-in layout to the next layout, then I'll know to start
01:43the recording, and if I need to, I might even put a little note pod in here.
01:46I am going to put this somewhere where it's pretty obvious to me that I need to do this.
02:04Now obviously in a polished sales presentation meeting, you might not want to
02:08have something so informal here, but in some way you want to indicate that
02:12you're not going to start the meeting until you switch to the next layout.
02:15In fact, what you're going to do is start the recording for the meeting then.
02:19Now before we actually start the meeting and restart the recording, there are a
02:22couple of steps that you'll want to take.
02:23So I am going to jump into that layout quickly before the meeting is due to
02:26start, and I am going to take some steps here, like for example, clearing the Chat history.
02:31You don't want all of that chitchat that's been done previous to the start of
02:35the meeting to find its way into the recording.
02:36I'm going to go to the Presentation Layout here, and it's not a bad idea to trip
02:42through your slides before your meeting begins, because this presentation, in
02:45fact, this meeting room has been used before, and it was a much less formal
02:49meeting, and so I was drawing on it, and adding a goofy smiley face or whatever.
02:53These things are persistent and they'll be there unless you remove them.
02:57So you want, before your meeting, especially if you're going to record it, to just
03:00take a few moments and come in, look through all your slides, and make sure
03:05everything is set the way you want it.
03:06In fact, I want to make sure that I am starting on slide one, so you can reset
03:10that, and you will even take a look at the pod names.
03:14For example, Annual Report Presentation.ppt.
03:16That's a little less formal than I like.
03:18I am going to take the extension off there, Head Shot, JPEG.
03:22That doesn't look very good.
03:23I am going to actually just put my name there.
03:27This of course is the headshot that I've provided for you with the Exercise Files.
03:31If you have your own headshot for a session like this, obviously you'll want to use it.
03:35I don't know.
03:36Maybe this guy looks better than you do, but in any case, you want to go through
03:39your entire meeting layout-by-layout ahead of time before you start your
03:43recording, and look for problems, look for things that are going to cause you to
03:47stumble during the meeting itself.
03:48So we'll turn the drawing off, everything is set here.
03:51I'm going to return to the Walk-in layout and then I'll go ahead and start my meeting.
03:56Now, when it's time to actually start the meeting proper and the recording part
04:00of the meeting, in other words, when I'm going to take over and start
04:02presenting, that's when you would switch to the Sharing-Start the recording layout,
04:07and activate the recording. That's very easy.
04:10Simply select Meeting > Record Meeting, name your meeting.
04:15Don't leave the standard name here because you're going to be able to use tools
04:19in Connect to find this meeting later, and so if you don't name it with
04:22something appropriate, it's going to be hard for you to find.
04:26In fact I am going to take some time to give it a summary because the more
04:30information that I have about this recording, the easier it's going to be for me
04:33to get back to this recording later.
04:35In my Connect instance, I have well over 100 recordings, and by providing
04:40myself a summary, it gives myself an ability to find that meeting later on, should I need it.
04:45So we'll go ahead and click OK and the meeting is now being recorded.
04:50One point, if you're talking along and you don't activate or connect your audio,
04:55well, then you're not going to have any audio in the meeting.
04:57It's not unusual to have a recording where there is no audio if you are
05:00just showing some stuff off, but make sure that you connect your audio
05:03before you start your meeting.
05:05Now, the recording is underway.
05:06So what's happening on screen is being recorded.
05:09So if Olivia were to put her email address inside the Chat Pod, because maybe I
05:14am going to say to her... then she'll go ahead and put it into the Chat pod.
05:21That's going to become a part of the recording.
05:23In fact, not only is it a part of the recording, but because it's a hot link,
05:27that hot link is actually a part of the recording as well.
05:30So then you move through the rest of the recording, switch to Layouts, go to
05:34your presentation, deliver your presentation.
05:37As you deliver the presentation, it's going to become part of the recording, and
05:40even the web address that works when I click on it here in the live meeting will
05:44become a part of the recording as well.
05:46Then of course when you're done with the presentation, and you switch over to
05:49Wrap up or Q&A mode, you have some pods here, for example, the file share pod
05:54that has a file shared in it.
05:55Well, this file share is something that can be grabbed from the recording itself.
06:00Once all is set and done, meeting is over, simply remember to stop the recording
06:05by coming over here and selecting Record Meeting to turn it off, or you can just
06:09click on the red ball up here and stop the recording.
06:12At this point, the recording is done.
06:14To see or to access the recording, all you need to do is select Manage Meeting
06:19Information, or you can go into the portal yourself using a web browser, and
06:25among the things that you can track in the meeting are the recordings.
06:29So every recording you make in a particular meeting will show under this list,
06:33and here's our General Company Meeting.
06:35Now, if I click on this, that URL is the URL that you would share with the
06:40people who would want to watch the recording afterwards.
06:42So all you need to do is copy that, paste it into an email, send it out, and
06:46people can access it.
06:47But there is one more step that you will probably want to take.
06:50I am going to Return to Recordings here and notice that the Recording Access is set to Private.
06:55The only way that you can access this recording is to have a user account on the
07:00system that has been added to this particular meeting room.
07:03But I don't want to do that, I want to make this meeting available to anybody.
07:06So I am going to select here, I am going to select Make Public.
07:10And now anyone who has that URL can watch that recording, and they'll be able to
07:14see a recording of the meeting and in some ways participate in the meeting by
07:18downloading things and selecting web addresses that they were able to in the
07:22actual live meeting.
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Editing the recording
00:00It's a rare meeting that will go perfectly smoothly even, when you're recording them.
00:04So if you make a mistake during a meeting that you're recording, you may want to
00:08edit that mistake out, and Connect has a way that you can do that.
00:11To get started I am going to go to the meeting portal site and I can get
00:15there manually by typing in the URL or I can simply select Meeting > Manage
00:19Meeting Information.
00:21In my web browser, I'll have information about the meeting, including the recordings.
00:25So if I click on the Recordings link, I can see the recording that I've made.
00:30Now if I click on the recording's name, I'll see information about the recording
00:34and I can edit that by clicking Edit there.
00:37But this isn't really what I want to do.
00:38This is just the name, and the summary, and some other information.
00:41What I want to do is edit the content of the recording.
00:43So I am going to click on Save and I want to return to the recordings list,
00:47because it's here that I can actually edit the recording for its content.
00:51The Edit link here, when I click it, will first off, start the recording.
00:55(Video playing)
00:59I am going to pause it, because I happen to know where I need to start and I
01:02don't want to have to listen to it.
01:03But I am going to say that
01:04if you're going to edit your recordings, it's a good idea to watch the recording
01:08all the way through.
01:09Understand where you want to edit and even use the time indicators down here to
01:14jot down the chunks that you're going to remove from the meeting.
01:17So it's basically a two step process.
01:19Once you understand where you want to edit, I am going to drag that slider down
01:24here, I am going to edit quite a bit of this first part of the meeting out,
01:26because this was just that preamble stuff where I was greeting people, and
01:30chitchatting here and there, but I really wasn't presenting anything.
01:33I know that once I cleared the chat history, that was when I wanted to start
01:37the meeting proper.
01:39In fact, I am going to go just a little bit more, because that pod over here
01:43that said change the layout?
01:44That was my indication that I started the meeting.
01:46So to chop out that piece I am going to drag these little sliders, the in and
01:51out points so that I leave the in point at the beginning, the out point here
01:56where my time indicator is and then and I am going to click the Cut icon.
02:01Once I've clicked the Cut icon, then I am going to go ahead and click Save.
02:05What save does is, it tells the Connect server that.
02:08that part of the meeting needs to be removed.
02:10It'll actually reload the meeting in your browser window, and it will start it at
02:17the point where you actually intend the meeting to start.
02:19So it's cut that whole chunk out.
02:20Now you can continue to do this over and over again to get little bits and
02:24pieces of your meeting out of the recording that you don't want to have there.
02:28For example, if there were other mistakes that you've made you can get them out as well.
02:32Now it's also important to realize that you might accidentally cut something out
02:35that you intended to keep.
02:36Connect doesn't really get rid of anything.
02:39It remembers everything.
02:40the whole meeting is there for you.
02:42If you want to revert to the original, notice that this Revert To
02:45Original button appears.
02:46In fact, what I am going to do is I am going to close this.
02:49We're going to go back to the recordings list and then I am going to force
02:52the page to refresh by clicking here on this name and then I'll just return
02:56to recordings list.
02:57Notice that there is a new link here, View Original.
03:00The original recording is still available to me and I can access it at any time
03:04after I've made these edits.
03:06If I want to undo those edits and bring the content back, I'll click on the Edit
03:10link, maximize this a little bit, pause it so that I don't have to listen to
03:16myself, and simply click Revert To Original. Select OK.
03:20Connect is going to take a few moments to send a set of instructions back to the
03:23server to remove those edits.
03:29And you can hear that it took me back to the beginning of the meeting and put
03:32that chunk back in that I had cut out in the first place.
03:36So editing and recording is actually a matter of just giving some instructions
03:40to Connect about what sections of the recording to skip.
03:44It's also important to understand what you can't do in a recording and you
03:47need to understand this.
03:48Let's say that someone put something in this Chat pod that was inappropriate,
03:51but everything else on this page was something that I really wanted to see.
03:55There isn't really a way to blank this out.
03:58You can only cut out sections of time in their entirety.
04:02That's yet another reason why it's a good idea to use Layouts to segment your
04:06meeting, and only give people access to the screen at times that you can cut the
04:11entirety out of the meeting, as opposed to having a Chat pod sitting on top of
04:15your presentation so that it basically ruined your ability to use a recording if
04:19someone should put something in the Chat pod that's inappropriate.
04:23But if you do segment your meeting with Layouts and you make sure that you're
04:26very careful about what you allow people access to, you can create a very easy
04:30to edit recording that once you're done editing and saving, back here, is
04:36something that you can share with a simple URL, because you can just send this
04:40URL out, people will watch the recordings, the edited material won't be there.
04:44So it's a nice, tight representation of the meeting that you held, without all of
04:48the little bumps and hiccups that you may encounter along the way.
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Using the recording
00:00There's another little trick that I would like to share with you that kind of
00:02gets at the heart of what a recording really is in Connect.
00:06If you're going to share your recording and use it with others, you want to
00:09think about this because it really gives you some more capability than you might think.
00:13What I am going to do here is I am actually going to make a very short recording.
00:17I'll start recording the meeting.
00:18I am going to call this Portal and click OK.
00:23The session is being recorded.
00:25I am not actually saying anything, nor am I really doing anything.
00:27I am just sort of exposing this screen to the recording, because on this screen, I
00:32have some files that people can take home.
00:35I have a website that people can surf to.
00:37I have a PDF file, and notice that with the PDF file I have chosen to unsync it
00:42so that it's not synced.
00:44There's a PowerPoint file with a URL in it, and there's some URLs and some email
00:48addresses here in the Chat pod.
00:49So I'll go ahead and stop the recording.
00:52I want to get to the Portal so that like I can look at the recording.
00:55So I can go there manually or I am just going to choose Manage Meeting
00:58Information to take me there quickly.
01:00It's been a while since I've logged in.
01:02So it'll just ask me that relogin.
01:04Now in this meeting I have my Recordings list.
01:07Here are some recordings that I have for the meeting.
01:10I am going to click on the Portal meeting here and I am going to jump into the recording.
01:16So I'll click on it and start the recording.
01:18I will expand it so that it fills the screen.
01:20Once I see that everything is sort of in and ready to go, I am just going to
01:25pause the recording.
01:27Notice that this PDF file is something with which I can interact.
01:30It's as if I am looking at this PDF inside the free reader.
01:33I can zoom in, I can rotate it, I can tell to fit the page, et cetera.
01:39I can also click on this Take-home file and click Save To My Computer.
01:43This is all happening right from the recording.
01:46So if you think of recording as just a movie, you're missing some of the value
01:50of the recording that Connect offers.
01:52It's really just a set of instructions that gives you back the things that you
01:56were able to do in the real- time version of this meeting.
01:58So all of these links are hot, many of the things that you can manipulate are
02:02there for you to work with.
02:04That's the reason why Connect has a recording that is essentially deliverable as a URL.
02:10And that's great.
02:10However, there are times when you might want a linear movie version of this.
02:15So to get that, we'll go ahead and return to the portal, click on Recordings, and
02:21I have an option to make the recording Offline.
02:24When I do this, I'll go ahead and click on this, what's going to happen is Connect is
02:28going to play the recording and it's going to save an FLV, a Flash video file
02:35to my local system.
02:37Now it's based on the screen resolution that I am sitting at when I make the recording.
02:41So it's not a bad idea to actually reduce your screen resolution to 1024 x 768.
02:46You also want to do things like turn your email off, turn your chat clients off,
02:51all those things that might nip at the bandwidth that the system is using to
02:55make the offline recording.
02:57You'll want to turn those down, because if they get involved, they may actually
03:01hinder the recording process.
03:03So once you select Proceed with Offline Recording, it's going to ask you for
03:06a place to save it.
03:08I'll just put this on the desktop of my system and we will call it Portal
03:12Recording and click Save.
03:16Now at this point you're going to have to sit here until the meeting is done.
03:20So if you've got a two-hour meeting that you want to create an offline recording
03:23of, first off ask yourself the question, do I really need an offline recording,
03:27won't the URL suffice?
03:28But if it won't, then you're going to need two hours of time where that machine
03:32can be devoted to the process of creating the offline recording.
03:35So you may want to do it over your lunch break, or at the end of your day when
03:39you're on your way home, let the machine do its recording and then you'll come
03:42back and you have your FLV file.
03:44Once it's done you can go ahead and close the recording.
03:48We'll just take a look at the desktop of the system.
03:51There is my FLV file.
03:52Now this is the standard linear video file.
03:55Now the reason Adobe chose FLV is because you can use this with something like
03:59the Flash Media Server to serve it out and stream it to the web.
04:02I do want to make one recommendation though.
04:04If you want to edit the movie, edit the recording before you create
04:08the offline version.
04:10FLV files are generally thought of as an endpoint.
04:13They're highly compressed, they're really made not be edited.
04:16Although there are some editing tools that might be able edit them, you're
04:19probably going to degrade the quality of the recording such that it may not
04:23be worth your while.
04:24So edit your movie ahead of time, then create your FLV offline version, and then
04:28share it from there.
04:30But if you think about what the recording really can do for you, the ability to kind of
04:34bring back the experience that you had in the real-time meeting, it's usually
04:39best to just go ahead and share the URL, and allow people to interact with the
04:43recording almost as if they had been there in the first place.
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9. Meeting and Collaborating
Using the meeting as a room
00:01A number of the things I do with Connect are related to presenting at all.
00:04It's a great collaboration tool, and in order to use it that way, I am going to
00:08set my meeting room up in some very specific ways.
00:11So what I want to do here is show you how I would set that room up to use as a
00:15meeting room and some of the tips and tricks that I've learned along the way to
00:18make it easier for my participants to be a part of that room.
00:21So the first thing that we'll need to do is create a room, and although
00:25it's called a Meeting,
00:26in this case, I'm really thinking of it as a room.
00:28So I am going to go ahead and select New Meeting, and we are just going to
00:31call this Tim's Room.
00:41I'm actually going to allow anyone who has the URL for the meeting to enter the
00:46room because it's a room that I'm going to meet with a variety of different
00:49people and so I don't have to worry about that.
00:53I'm not going to include any Audio Conferencing with this meeting because in
00:56general, I'll probably use some type of conferencing solution, but again, I
01:01don't want to try and integrate it, I want it to be as easy as possible for
01:04people to come into the room.
01:05So I won't include anything and then I can make decisions later about how to
01:09talk to those people.
01:14I'm going to click Next just to point out that for this type of meeting room, I
01:18don't generally invite transient attendees into the room by creating an account
01:22for them and then making them a participant in the room, but often times rooms
01:27like this are used for multiple purposes.
01:29So I might have a colleague, for example, Olivia, whom I want to invite into the
01:33room and give her specific access.
01:35So I'm going to select her name and click Add.
01:38And right now she's a participant, but if she's going to meet with people in my
01:43room, in my absence, I might like to select her name and set her permissions so
01:48that she herself is a host.
01:50What that means is that she can enter the room as a host without my presence and
01:55that means that the room is a lot more flexible as a result. So I'll click Finish.
02:00Now at this point, my room is configured.
02:02I'm going to go ahead and enter it. Because they are going to be a lot of people
02:06in this room that I don't know, or that I'm only working with briefly, or that I'm
02:10working with for the first time, I didn't want to have to create User Accounts
02:14on my system for them, but I do want to able to collaborate with them.
02:18For example, I might open up a Whiteboard and start a Whiteboard session.
02:23In order so that I don't have to try and manage them individually by promoting
02:26them or creating user accounts to promote them or whatever, I'm going to select
02:30from the Meeting menu, Manage Access & Entry, and I'm going to Auto-Promote
02:34Participants to Presenters.
02:36Now what that means is that anyone who comes into this meeting room is
02:40automatically going to be made a presenter.
02:42So I will go ahead and turn that off because that's okay.
02:45That's exactly what I want.
02:46Now, it occurs to me that I might want some level of protection to this room.
02:52I don't want people just to be able to come in anytime they want because I might
02:55be in here having a confidential meeting with somebody, sort of like, I might
02:59need a lock on a door, if I were meeting in an office.
03:02So what I am going to do is Close the meeting room up.
03:03I am going to go back to the Meeting Information, and I'm going to select Edit
03:10Information. What I want to do is somehow put a lock on this door, so that you
03:15have to have a password that I can create on-the-fly and give to people when I
03:19want them to come in to the room.
03:21And if I scroll down, I can see that there really isn't any way to do that.
03:24Well as an administrative function, I am going to click on Administration, and
03:29I'm going to click on Users and Groups, because among the Edit Login and Password
03:34Policies, there is a little secret option hidden down here called Enable Meeting
03:39Host to Enforce a Pass Code for Room Access.
03:42And I am going to select this and click Save.
03:46Now I am going to go back to my Meeting Room, and Edit Information, and notice
03:53when I scroll down now, there is a Users Must Enter Room Pass Code.
03:57If I don't select this and leave it open, then anyone can come into the room.
04:02However, if I'm about to go into a meeting that is confidential, I can jump into
04:05my portal, select this, and just add a password that I give out my audience.
04:16Click Save to save those changes.
04:18Now, I am going to copy this, and I am going to close the browser window, and I
04:24want you to see what that looks like for someone who is entering the room as a guest.
04:27So I will open up my browser, going to paste that URL in, hit Return.
04:34I'm going to Enter as a Guest.
04:37I'll enter my name but I have to have the room pass code to enter the room.
04:41If I am a host in the room, which I am, I can enter my Login and my Password for
04:47the server, but I still have to have the Room Passcode in order to get into this
04:51room. And click enter room. Now of course if you forget the Room Passcode that you've
04:58applied, you can always go into the Portal, go in to the Meeting Room, and Edit
05:02the Meeting Information to turn that off or to change the password.
05:06So you are not going to get yourself locked out of your own room, but to enter
05:09the room this way, you will actually need that little password.
05:11So what I've just done is, I've created a room that essentially has a nice little lock on the door.
05:16People can come into the room, they don't have to have an account on the system,
05:20but they do need that little password.
05:22So it's a little measure of security.
05:24And that's how you can use a Connect Meeting Room as sort of an actual room
05:28by setting it up with a little bit of authentication and allowing people into the room.
05:33Once they come in, they'll be promoted to full-blown presenters, so that they
05:36can have access to Whiteboards, and the Chat, and presenting materials, and all the
05:41stuff that you might want to do during a collaborative session, unlike what
05:45participants would be able to do, which is to just sit and watch.
05:48And by setting your room up this way, you're really taking Connect beyond just a
05:51tool that's designed to allow you to present information to a truly
05:55collaborative web-based tool for working with others in some interesting ways.
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Managing users as meeting participants
00:00If you're going to use Connect for more than just a basic presentation tool.
00:03If you want to use it for more of a collaboration tool, and you've set a meeting
00:07room up that acts more of like a room than a presentation, then you're going to
00:11want to consider how you're going to manage your participants.
00:13For example, you can see that Olivia is in the room as a participant, and if she
00:19wants to be able to do anything more than passively watch the presentation, then
00:23I'm going to need to manage her a little bit.
00:25Now let me first start by showing you what it looks like if you are Olivia.
00:29I am going to Change My Role to a Participant, and this is it.
00:32All she can do is sit and listen, and she can chat with me to participate, or
00:38she can use her Status Indicator here to do something like Raise her Hand, or
00:42Agree, or Disagree, or whatever.
00:44But if this is a collaborative session, I am probably going to want her to
00:47be able to do more.
00:48So I am going to convert myself back to a Host.
00:51The first thing that I want to do is give her access to the microphone.
00:55If we are using voice over IP for the meeting, that's going to be a very
00:58convenient way for her to be able to participate.
01:00I can hover over her name, and select Enable Audio.
01:04But if this is going to be a meeting with five, six, ten, 15 people in it,
01:09that's going to take time for me to go through and do that for everybody, and
01:12frankly that's cumbersome.
01:13So what I am instead going to do is for a meeting room like this, select Enable
01:17Audio For Participants.
01:19So now everybody in the room who is a participant will have access to the microphone.
01:23I'll show you what that looks like.
01:26See, she has the microphone now.
01:28Go back to being a Host.
01:30So that's a convenient way to start the process of giving people access to
01:35things, but I can go further than that.
01:37For example, if I want to allow Olivia to write on this Whiteboard, I'm going to
01:41select her name, and from the Attendees Pod Options, I'll select Attendee
01:46Options > Enhanced Participant Rights.
01:50I can choose to give her rights to the Share Pod.
01:53Once I do that, Olivia will have access to these same tools, and she can choose
01:58to write on the Whiteboard as a part of the collaboration.
02:01Now frankly, that's probably more cumbersome than I want.
02:04It's good to be able to have that level of control.
02:07But if I want everyone to start participating, then an easier way to do that
02:10is to select Meeting > Manage Access & Entry, and Auto-Promote Participants to Presenters.
02:16What that's going to do is that for everyone who comes into the room, they're
02:19going to automatically become a presenter.
02:22This is a setting that stays active for the room until you turn it off.
02:26So you may want to think about that.
02:27If you turn it off, then everyone will go back to being a participant.
02:30If you leave it on, anyone who comes into the room until you turn it off will be
02:35promoted to presenter.
02:36But there is one more thing that I want to show you, because there's a formal way
02:39to do all of this using user accounts.
02:42If you're going to have a room with a standard number of people that come into
02:46the room over and over again, it's probably going to be more convenient to set
02:50things up ahead of time, so that you don't have to do these things in an ad hoc fashion.
02:55So for that, I am going to select Meeting, and I want to get to the portal.
02:59So I am going to select Manage Meeting Information.
03:01I am actually not interested in this Meeting's information, specifically, yet,
03:06because I want to go to Administration.
03:08I am going to select Users and Groups, because I am going to create a group of people.
03:15Because this is a group of people that I am going to be working with over
03:18and over again in this room, and so I'll go ahead and scroll down here in the browser.
03:23I am going to select New Group.
03:30Tim's meeting group. Click Next.
03:35Scroll down.
03:39I'm going to invite Bob to the meeting group, Kirk to the meeting group, and
03:45Olivia to the meeting group, and click Finish.
03:48So I have created a meeting group that I am going to use with the room.
03:52So you can see that I have Tim's meeting group here.
03:56Back to the Meeting room, I'll enter Tim's Room.
04:00I am going to select Edit Participants, and you can see that I have Olivia in
04:06the room, and she is set up to be a Host.
04:08First off, I am going to remove her individually, because I may want to
04:13add somebody specific. For example, Sam,
04:16we'll Add.
04:18I can select Sam, Set his User Role to be, in this case, Presenter.
04:23That means he can participate in the collaborative session, but he is not a
04:27full-blown host in the room, and that's probably a good idea.
04:30But instead of doing this for each and every individual, all I need to do is
04:34select Tim's meeting group and click Add, and then select Tim's meeting
04:39group here, and I can set the user group for the entire role with a single
04:43click of the mouse.
04:45The great thing about this is that from now on if somebody else wants to join my
04:48group and I want to allow them,
04:50all I need to do is add them to the group.
04:53I don't actually have to go through the process of adding them to my room
04:56over and over again.
04:58This is good, because I might have several different meeting rooms that I am
05:00using with Tim's meeting group set up for different purposes.
05:04As long as I have added this group to the meeting room as a Current
05:07Participant and set their User Role, then I can manage the group as a single
05:12item, and it covers all of the meetings to which I've invited this group as a
05:16set of participants.
05:18So when you're working in a Connect room and you want to do something more than
05:22just present to people, you want people to be able to collaborate in the room,
05:26it's a really good idea to think about how those people are going to interact with you.
05:30Are they transient?
05:31Do you want to allow them in one by one, and then manage them separately, or is
05:35it more convenient for you to create a group of users on the Connect system that
05:40you can add to the room, and then bring in, in one fell swoop, and give them all
05:43the rights they need to be able to participate fully.
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Video conferencing with the Camera pod
00:00What we're looking at is sort of a standard configuration of Connect for our presentation.
00:04I've got a large Share Pod with some content in the Share Pod, I have an
00:08Attendee List so I can see who's in the room, and a Chat Pod so that people can
00:11interact with one another.
00:13One of the things that I like about Connect though, is that if you have a web
00:16camera connected to it you can actually use it for more of a videoconference
00:19solution, than just a presentation solution, and that's what we're going to
00:23take a look at here.
00:24First off, understand that people who are in the room as participants won't
00:29be able to do this.
00:30So you'll either have to roll over their name and select Enable Video, or, a
00:35better strategy is to, under the Meeting menu, select Manage Access & Entry
00:40and make sure that Auto-Promote Participants to Presenters is selected,
00:44because if you do that, then the very act of them coming into the room will
00:47give them access to a camera.
00:49So I am going to go ahead and promote Kirk, make him a full blown presenter.
00:53Now the next step is to put a Camera Pod in place.
00:56So I am simply going to select Pods > Camera and Voice, and there we go.
01:02Now at this point, people should be ready to participate in the process.
01:06So what I am going to do is just chat everybody to say, Hey all, start your web camera.
01:12And while people are doing that, I'm going to point something out.
01:15I'm actually using my Corporate Connect account for this demonstration because
01:20the 30-day trial account that I've had you set up if you've actually followed
01:23this from front to back, only allows there to be five people in a room, total.
01:28So I wanted a few more people than just that.
01:30That's why I am using my Corporate Account.
01:32There's another artifact that's kind of created by that.
01:34The 30-day trial account may call this the Video Pod, not the Camera and Voice Pod.
01:40If yours is a little bit different, that's just an interface thing, don't worry
01:42about it, everything should be the same.
01:45So I am going to go ahead and start My Web Camera, give myself a few moments to
01:50make sure that I'm ready to go, click on Start Sharing.
01:53You can see that we get this nice sort of Brady Bunch effect, if you will, where
01:57all of the people in the Camera Pods are filling up the pod as much as possible,
02:01and that's why if I'm going to do Video Camera Chat, I am actually going to
02:05create a layout for myself that really maximizes the Camera Pod, so that
02:09everyone's face is big enough to be valuable.
02:12Now, the other aspect of this is, are people hearing me?
02:15Well, they're probably not, because we don't have a conference call going and
02:18so the other thing that you'll want to do is make sure people understand how to
02:21use the microphone.
02:23So I am going to go ahead and connect my audio, and Kirk will do the same thing,
02:27so that he and I can talk to each other.
02:29And there we go, Kirk, can you hear me? Kirk:
02:31Yeah Tim.
02:34So this is actually a very useful and very viable audio conferencing,
02:38videoconferencing solution.
02:40At the end of any of my meetings that are more sort of intimate, if you will, or
02:44at least with a group of people that I really want to gather some feedback from,
02:47it can be very useful to set this up as a layout, and then bring people into the
02:51room, and use it so that when you're talking to them, you can actually see the
02:55expression on their face. Which is, believe it or not, pretty handy when you're
02:58looking for feedback from people.
03:00The only other thing that you might want to do is if, in the middle of the
03:02conference, you get a phone call or you need to leave the room or something
03:06like that, I am going to hover over my name and just click the Pause button, so
03:11that I can pause myself.
03:12That just pauses my video camera, so that I can get up and leave or whatever, and
03:16no one will really know that I am doing it.
03:18The other thing I might want to do is let's say that Tom is becoming
03:22distracting somehow.
03:23Well, I am going to just make Tom go away, because as the host of the room, I
03:27can actually send people out of the room.
03:29And the only time I might actually do something like that is if Tom actually
03:33got up and left the room and there was nothing but blank there, or he was having
03:36a conversation that was off to the side, and he didn't realize that he was on camera.
03:40Well, I might want to do that.
03:42And then finally, if for some reason I need to, as the host of the room, I can
03:45pause the other people in the room.
03:49One of the reasons that I might do that is, if I'm actually having a specific
03:53conversation with, say Kirk, I'll leave he and I going, if you will, or I'll
03:59leave our cameras active.
04:00He and I can have the conversation, everyone else can hear it, but we're not
04:03investing bandwidth and everyone else just kind of moving their ahead around and
04:07nodding or disagreeing or whatever.
04:09So videoconferencing with Connect is actually a very, very simple thing to do.
04:14Activate your webcam, give people access to it.
04:17It might take a couple of sessions for people to get truly comfortable with
04:20it, but once you do, it's very, very useful, and it's something that I use
04:23frequently.
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Controlling someone else's screen
00:00One of the things that Connect can do that's very unique is that it allows you
00:03to share your screen with others.
00:05So if I were to click Share My Screen, whatever is happening on my computer
00:08would appear inside the Share pod to all of the attendees.
00:12It has another use, though, that is really fantastic because what I can do is
00:16allow someone else to share their screen and request control of it, and that
00:21means that I can help to diagnose a problem on somebody else's computer or show
00:24somebody how to use something directly.
00:27In fact a lot of helpdesks really like this feature because you can actually
00:30reach out to somebody else's system, configure something for them, and then allow
00:34them to move on, without having to go through a lengthy description process.
00:38So I have got Olivia here and she is in the room.
00:40She is only in as a participant right now.
00:43And the first thing that I need her to do is to share her screen, because she
00:46has a question about the Two Trees Olive Oil website.
00:49I am going to hover over her name, and I am going to request that she share
00:52her screen. And into the Share Pod pops her screen.
00:57Now, notice something here.
00:59She is actually on a Macintosh and I am on a Windows workstation, and that's no problem.
01:03I am still going to be able to control this, even so.
01:06All I need to do is select Request Control, and she is going to get a request
01:11from me that will allow me, if she selects yes, to control her screen.
01:15Now, she is not going to touch anything.
01:18I am going to click on Links, and I have full control of her system right now.
01:25Now, I am not going to promote this as a way for you to work with somebody in a
01:28full-blown production environment, but if you need to go in and say, I am going
01:33to show you where the information that you're seeking can be found, this is a
01:38quick way to do it, much faster in most cases than trying to describe it. And I
01:43can even do things like click-and-drag, and I'll say to Olivia, this is the text
01:49that I want you to copy and rewrite.
01:51I am even right-clicking on this to choose Copy, and now it's in her clipboard
01:57and she can go ahead and paste that into a text editing program or something
02:01like that to work with.
02:03So requesting a screen share gives you the ability to reach out and
02:07essentially work with somebody else's system in almost real-time, and for that
02:13reason, it's a way to collaborate way beyond just doing the kinds of show and
02:17tell that most people think of when they think of Connect.
02:20Now, what I am going to do is switch places with Olivia because I want you to
02:23see from Olivia's point of view, what it looks like when someone requests a
02:28screen share and asks for control.
02:30So I am going to go ahead and release control, so I am no longer in control of her screen.
02:35I am going to revoke the screen share, so that Olivia can't share her screen, but I
02:41am going to promote her to make her a full-blown host, and I am going to demote
02:45myself to make me a participant.
02:48She is going to go ahead and roll over my name as I did with her and select
02:52Request Screen Share.
02:53I am being asked to do that, so I will select Start.
02:59I am going to share my desktop, and I will show her that I want her to show me
03:06how to configure Firefox or something like that.
03:08Now, if I've asked that question, she might just choose that she wants to try
03:12and help me herself directly, so she is going to go ahead and request control.
03:18And I can see that the request is pending down here.
03:20I will accept it, and now I'll take my hand off the mouse and she can control
03:25the mouse and do whatever she needs to do on this workstation.
03:29Now, there is one last thing that I can do here and I wanted to show you how this works.
03:34So you can see that she actually went up to the Edit menu.
03:37If someone else has control of my system and I don't want them to, maybe I want
03:41to wrest control back, I don't have to wait for them to release control.
03:45I am going to come down here to the System Tray, I am going to click on the
03:49Adobe Connect icon, and I am going to Stop Control.
03:53Now, Olivia no longer has control of my system.
03:56On the Mac side, it's not down in the System Tray, you will find that same icon
04:00up on the menu bar, but it's the same basic task.
04:03From that icon, you can go ahead and wrest control back so that they no longer
04:07have control of your system.
04:08Then I will go ahead and stop the screen share.
04:16And that's how you can use Connect as a way to do a lot more than just showing
04:20people information or letting them mark information up on your screen.
04:24With the screen share capability that I've just shown you, you can actually use
04:28Connect to reach out, work on their system, and help them with issues that they
04:31might not be able to solve themselves.
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10. Using the Connect Desktop AIR Application
Installing the AIR application
00:00So far in all of the training that we've done for this Essentials course, we've
00:03looked at only two of the four tools in the Connect family.
00:07The Connect Meeting room, which is what we're looking at here, and then the
00:10Connect portal, which is this portal here, and we've used them to complete
00:15a variety of tasks.
00:16There are actually two more tools in the family, and in this chapter we are going
00:20to cover the first one of them, and that is the Connect Desktop Application.
00:25Before we cover it though, I need to show you how to get it and how to install
00:28it, because it's easy, but it takes a few steps and we'll go ahead and perform those.
00:33So the first thing to do is to know actually where to get the Desktop
00:36application, and Adobe actually has it hosted here at
00:39connectusers.com/downloads. If you scroll down in the Downloads list, you can
00:44see the Adobe Connect Desktop.
00:47Now this is an AIR application.
00:49It's based on the Adobe Integrated Runtime, which is Adobe's Flash platform in
00:54an application form, sort of runs outside of the browser.
00:57So before you can install that, you have to have AIR installed, and frankly if
01:01you're going to use any of Adobe's tools, you're going to want AIR installed,
01:04because Adobe uses the Adobe Integrated Runtime for lot of things, including the
01:09user help, and little widgets and add-ins for each of the applications.
01:13So it's kind of an important thing to have if you're using Adobe tools, including
01:17the Adobe Connect Desktop.
01:18So if you don't have it, well frankly all you need to do is start downloading
01:22and using the Desktop and it will force you to load the runtime if it needs to,
01:26but if you want to take care of that ahead of time, you can just go to
01:29adobe.com, and on the main site, if you scroll down a little bit, there is Adobe
01:33AIR. You can click on it.
01:35It will download and install it.
01:36It's platform neutral, and it's actually a way that Adobe can create
01:40applications and widgets, if you will, that are cross platform, and will work on
01:44both Macs and Windows machines.
01:47So once you have that, then we'll go ahead and download the Connect Desktop, and
01:51I'm just going to let Firefox, in this case, go ahead and start the process.
01:57It'll ask if you want to install it, ask where you'd like to put it, and then
02:02there are of course some licensing agreements that you must agree to, so you'll
02:05want to read down through those. Obviously I didn't read that, but I have before,
02:09so I know what it says. We'll on click on Agree, and then it will install.
02:12A few more end user license agreements to accept, and the application is
02:20installed, all you need now to do is configure it for your particular server, so
02:24I'm using the 30-day free trial that I started with, so I'm just going to paste
02:28the URL, because I copied it.
02:30Actually it looks like there are some non-letters in there, so there, I'll fix that
02:32up, put my username in, my password and I'm going to select Save Password and
02:44Log in automatically.
02:46This isn't a public machine, this is something that I have control over, and I
02:49just want to make it easier for myself to be able to access the desktop.
02:52So we'll go ahead and Log in.
02:55Now I'm ready to start using the Adobe Connect Desktop application to do two
02:59things, Manage Meetings and Manage Recordings, and that will be the subject of
03:05the rest of the lessons in this chapter.
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Managing meetings
00:00The purpose of the Adobe Connect Desktop Application is to give you faster
00:04access to your meetings and your recordings.
00:07So what we're going to do here is take a look at how we can use it to manage meetings.
00:12When you double-click it, it logs in to your Connect server, and your account
00:17information is what's going to appear here.
00:19So I am just going to make the window a little bit larger, so I can see
00:22everything that I need to over here on the side.
00:25The first thing that I might want to do is just look at information
00:28about particular meetings.
00:29So, all of my meeting rooms that I have created on the server are going to be listed here.
00:33And you need to understand, this 30- day trial is something that I've been
00:37working with for a very short amount of time.
00:39It doesn't take long for you to have tens or even sometimes hundreds of
00:43meetings in your account, and this is why this tool is so great, because you
00:47can very quickly get to them without having to go into the portal and start searching around.
00:51Once you've identified a meeting that you want to work with, for example, Tim's
00:55first meeting, you can actually make changes to it.
00:58Now I can't change the URL, which is what's listed here.
01:01That's going to be permanent.
01:03But, I can change the meeting name, and that's what's going to appear at the top
01:06of the meeting when people join it.
01:07So maybe instead of Tim's First Meeting, I am just going to take the word
01:10First out of there, and then we will update that, and now on the server, the name is Tim's Meeting.
01:17So if I were to go into the portal, I would see that.
01:19I can change the Start and Duration, which again, I really don't use because my
01:23meetings are permanent and I use them over and over again. But I can also start
01:27working on Participants, and this is something that is really valuable.
01:31So down here in the Contacts list, I am going to click on Search, and I'm looking
01:36for a particular contact.
01:38So we'll go ahead and type Pat, and there is Pat Edwards.
01:42So I can grab Pat Edwards, and drag Pat Edwards, so that Pat is now going to be a
01:47user in this meeting.
01:50So if I scroll down here in the Meeting List, you can see that right now this
01:53meeting is set up to allow anyone in it.
01:55Right here in the Connect Desktop portal, I can set it so that only registered
01:59users can enter the room.
02:00We'll save that change, and then I can go ahead and add specific registered
02:04users to the list of people who are invited in the room.
02:07In fact, I can even Right-Click or Ctrl+ Click on the Macintosh, a name, and set the role.
02:13So if I want Pat to come into this room as a Host or a Presenter, I can set that
02:17right here from the Connect Desktop application.
02:20This is very, very handy, because these are the kinds of things that I need to
02:23do to meetings frequently, and the Desktop application makes them faster.
02:28Now there are two more things that I like about the Meetings aspect of the
02:31Connect Desktop application.
02:33First off, I can start to create groups of contacts right here.
02:37So I am going to add a new group, and we'll call it Sales.
02:41I'll click on Search, and actually, I'm not even going to need to search,
02:45because I have a small list here.
02:46I'm going to grab Pat and drag Pat over the Sales list. Olivia and Sam.
02:52These are my 3 salespeople.
02:54These 3 people are now in my Sales list and if I want the sales team to be a
02:59part of my meeting, I can grab this and drag it up over the top of the
03:03Meetings name, and let go, and you'll see that those people have been added to the Sales list.
03:09And then if I want to remove somebody, all I need to do is right-click on their
03:12name and remove from the meeting, and they are no longer in the meeting.
03:17So the Connect Desktop's main function is to allow you to avoid having to go
03:21in through portal, click 15 or 16 times to accomplish something that the Connect
03:27desktop gives you the ability to do right here in your little AIR application,
03:31and so for this reason I like it.
03:33Now there's one more thing about this that's helpful, and that is that under
03:36the Favorites, I can establish a couple of different Favorites among all of my meetings.
03:41For example, Tim's Meeting, this is a meeting that I'm going to use frequently.
03:44It's on my business card,
03:45it's in my e-mail signature, whenever I'm going to meet with someone in an ad
03:49hoc way, I want to go ahead and use this meeting.
03:52So what I am going to do is, in the Favorites list here, I am going to click,
03:56Add New Favorite, and if I know the URL I can go ahead and type it in or if I
04:00can't remember what it is, all I need to do is Search, and we'll go ahead and
04:06do a search for my name, and this is the only meeting with that particular information in it.
04:11So that's good.
04:12I am going to go ahead and add this to Favorites.
04:14Now I'll click on Add New Favorite again and I just want to point out that it's
04:18a good idea for your meetings, and frankly, any other content on your Connect
04:22server to add a description.
04:24Throughout this Essentials Training you have seen me kind of skip by that for
04:27the purpose of brevity, but, when you're creating a meeting, if you add a
04:31description, then it will give you the ability to find that meeting, based not
04:35just on its name, which might be something arcane,
04:37it might be the Wednesday Meeting, but the meeting might be about sales and you
04:41might have put that in the description, which will make it easier for you to
04:44find them when you perform a search like this.
04:47So, it's a good idea to use description.
04:49You can also search on URLs if you think you might know what the URL for the
04:52meeting is, although, it's a good idea not to include anything that is in this
04:56base URL, because frankly, that's going to be every meeting.
05:00It's only the slash-whatever that you might be searching on there.
05:05There. Now that it's in Favorites, whenever I want to do something with this, I can
05:08just simply double-click on this and enter the meeting if I want to, or we'll
05:14go ahead and close this up, or I can click on it and look at information about
05:18the meeting that I might need, for example, the URL for the meeting that I
05:22would like to share.
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Managing recordings
00:00Another thing that the Adobe Connect Desktop application allows you to do is to
00:03manage your recordings.
00:05So at very least, with a Connect Desktop open, you can click on the Recordings
00:08tab, and because it's connected to the server, it can see a list of all of the
00:12recordings that you've made.
00:13And this is actually very handy, because these recordings aren't tied to
00:16any particular meeting.
00:18I may have recording sprinkled throughout all of the meetings on my server.
00:21And sometimes it's hard for me to remember in which meeting I made a
00:24particular recording when I want to share it with a customer, or a colleague,
00:28or someone like that.
00:29So instead of having to look in each and every meeting separately, what I can
00:33do is see my list of recordings and if it's a long list, I can actually search the recordings.
00:38And this is why adding descriptions is so important, because it allows me to
00:42quickly find a recording among the many, many recordings. And I actually have
00:46well over a 150 on my Connect server.
00:49So that's great, but there is another thing that this tool can do that may not
00:54be obvious right away.
00:55I'm going to move this up so we can see the bottom of the screen.
00:57I'm going to click on a particular recording and I can play the recording by clicking Play.
01:02I can also note the URL and even note the meeting in which the recording was made.
01:06What I can also do is use this as a tool to make these recordings offline.
01:11And it's not set up to do this, in fact most default Connect instances aren't.
01:16So I want to show you how to change that default, and then we'll look at how to work with it.
01:20I'm going to close this window.
01:21I am going to come over here to Firefox, and I have logged into my portal, I'm
01:27going to click on the Administration tab.
01:29Since I need to be an administrator to be able to do this, I might have to ask
01:33for help from a System Admin if I don't have those rights.
01:36Once I've selected the Administration tab, I'm going to click Compliance and Control.
01:41And there are actually a number of settings here that you may want to consider offline.
01:45I'm going to focus specifically on Recordings and Notice, but this entire group
01:49of settings is designed to allow you to enable and disable specific aspects of
01:54Connect that might make sense for your particular institution.
01:57What I want to do is I want to Allow for distribution of local copies of
02:01recordings to end users.
02:03Once I've set that, I'll scroll down and click Save, and then I'm done with the portal.
02:09So I can either return Home or just close the browser.
02:12What I'm going to do now though is return to the Connect Desktop application.
02:17It will log in to the server, I'll return to Recordings, and I'm going to search
02:22for a particular recording.
02:23So this recording is a Portal recording. It's a recording
02:26that's actually very, very short, but it has some stuff in it that are hot links.
02:30Like, for example, email addresses, and web links, and downloadable files that
02:35were made as a part of the recording.
02:37Notice now, I have a new button down here that says Fetch.
02:40What that means is that I can fetch this recording and make a local version of
02:44it from the Connect server onto my system.
02:47So go ahead and click Fetch.
02:48It will process the download and then move it to my system, and actually it
02:52doesn't move it per say.
02:54It makes a copy to my system.
02:55So it's always going to be up on the server.
02:57In fact, if I click Play, it's actually going to play it from the server.
03:01However, if I select Play Local, it will play the movie from my local version of this.
03:07So we'll just expand this so we have a nice big full-screen.
03:10And notice that I can Play and Pause and work with the movie right here on
03:15my local desktop, as opposed to having to be connected to the server in order for this to work.
03:21So I'll go ahead and close this up.
03:23And then if at any point that I decide I don't want the local version of this
03:26recording, all I need to do is hit Delete and the local version is gone, yet the
03:32server version is still available to me.
03:34So I can continue to play it.
03:36So more than just allowing me to look at a recording and play the recording,
03:40the Adobe Connect Desktop application allows me to move a recording to my local
03:44system and work with it there, which offers me some convenience when wanting to watch a recording.
03:50But overall, it's a much faster way to manage my recordings than to have to go
03:54into the portal, find my way into the particular meeting that contains the
03:57recording, and work with it from there.
03:59So it's a tool that I think you'll find very, very useful.
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11. Using the Connect iPhone App
Downloading and installing the app
00:00If you're like me, you might have to attend meetings from the road.
00:03And you might not always have access to a computer to use, to attend that meeting.
00:08Fortunately, Adobe has created a Connect Mobile App for your Smart Phone or
00:11your Tablet device. Let's have a look.
00:14So first, I'm here on my iPhone.
00:16I am going to go ahead to the App Store.
00:18And I don't remember exactly what it's called, so, I'll just do a search
00:21here for adobe connect.
00:25And there we go, it pops up,
00:27it's the first option. It's a free app,
00:29so all I need to do is click on the FREE button and click INSTALL.
00:33And then it will start to download and install onto my phone.
00:37And that's pretty much all there is to it.
00:38Now that the app is installed on my phone, all I need to do is click it to activate it.
00:42And I can attend a meeting via my Smart Phone.
Collapse this transcript
Attending a meeting
00:00If you're like me, you'll need to attend meetings while you're out on the road,
00:03and you may not be able to get in front of a computer to do so.
00:06For that Adobe offers the Connect application for your mobile device, and it's
00:11available for the iOS and the Android-based devices.
00:14Once you have it installed, to attend a meeting is simple.
00:16Launch the application, type in your meeting URL, and then click Next.
00:23The Connect app will go ahead and connect to the room.
00:26In this case I'll enter as a Guest.
00:30And because the room requires it I am going up to have to type in my Passcode,
00:34and I'll click Enter.
00:39In this meeting there are some slides showing.
00:42So the Connect app is automatically going to jump to the screen view and present
00:46the slides, so that you can see them.
00:48However, I can also chat.
00:50So if I click on the Chat button, I can go ahead and type a chat in.
01:00And everyone attending the meeting will go ahead and see my chat.
01:03And of course someone in the room can chat back, and I'll see that on my phone.
01:08Once I am done I'll click Done.
01:10I can even see somebody who is sharing their webcam.
01:13So if somebody in the room starts a webcam, the little Camera button down here
01:17becomes active, so I'll just click on that, and I'll be able to see the webcam.
01:22Now, there might be a lag here depending on the strength of the signal that
01:25you're connecting to the Internet with, or if you're on WiFi.
01:28But you can at least see the webcam and see what's happening.
01:30There is one more little trick here.
01:32I am going to go back to Screen View, and I am going to tip the phone sideways.
01:37If I want to hide the little icons and the other information so that I can
01:41really focus on the slides here, I am just going to click on this little tiny
01:45icon in the upper right-hand corner.
01:47And that will push the other interface elements out of the way, maximizing the
01:51amount of screen space that I am devoting to the presentation here on my phone.
01:55Now the final thing I'll point out is that if the audio for the conference is
02:00using a telephone bridge, you can use the phone on your device to go ahead and
02:04call into the bridge, and you'll be able to participate in the call because
02:07you're using a standard phone.
02:09If the conference is using Voice over IP you will be able to hear it.
02:13And as people talk they can activate their microphone and they can talk, and
02:17not only will you hear it, but you'll see a little indicator to tell you who's speaking.
02:22However, there isn't a way, yet, at least, to participate via Voice over IP using
02:27your Smartphone device.
02:28So it's kind of a listen-only thing, which is why the chat is very nice because
02:32you can at least offer your opinions and ask questions that way.
02:35So that's pretty much it.
02:37The mobile app for Connect allows you to do just that, connect to a meeting
02:41using your mobile device.
02:42And I have to tell you, its really handy, because it does truly allow you to
02:46connect to your meeting, no matter where you are, and when you need to meet.
Collapse this transcript
Conclusion
Next Steps
00:00So, there you have it.
00:02The essentials of using Adobe Connect 8 for web presentations, to host meetings,
00:07and to collaborate via the web.
00:09But if you're wondering what the next steps are, I do have some advice for you.
00:13First off, practice.
00:14Because as we know, practice makes perfect.
00:17But beyond that, consider using the help system that's built in to Connect.
00:21I'll say that 9 times out of 10, if I have a question, I'll find the answer in there.
00:26With these resources, I think you'll find that hosting meetings via Connect can
00:29be a smooth and comfortable affair.
00:31In fact, you might even find that Connect meetings are more comfortable than
00:35some of your in-person meetings.
00:37But in any case, no matter what, when you're hosting a Connect session, remember
00:41this -- relax, have some fun and most of all, enjoy.
Collapse this transcript


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