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SMART Bridgit 4.0 Installation and System Administrator’s Guide Windows® Operating Systems

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Page 1: SMART Bridgit 4downloads01.smarttech.com/media/sitecore/en/... · SMART Bridgit 4.0 Installation and System Administrator’s Guide Windows® Operating Systems

SMART Bridgit 4.0Installation and System Administrator’s Guide

Windows® Operating Systems

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Product Registration

If you register your SMART product, we’ll notify you of new features and software upgrades.

Register online at www.smarttech.com/registration.

Keep the following information available in case you need to contact SMART Technical Support.

Product Key: ___________________________________________________

Date of Purchase: ___________________________________________________

FCC WarningThis equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the manufacturer’s instructions, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense.

Trademark NoticeThe SMART logo, SMART Bridgit, SMART Board and smarttech are trademarks or registered trademarks of SMART Technologies ULC in the U.S. and/or other countries. Windows, Windows Server, Windows Vista, DirectShow, Internet Explorer and Microsoft Outlook are either a registered trademarks or trademarks of Microsoft Corporation in the U.S. and/or other countries. Mac, Macintosh, iSight and Safari are registered trademarks of Apple, Inc. Intel and Pentium are registered trademarks of Intel Corporation or its subsidiaries in the U.S. and other countries. All other third-party product and company names may be trademarks of their respective owners.

Copyright Notice©2010 SMART Technologies ULC. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system or translated into any language in any form by any means without the prior written consent of SMART Technologies ULC. Information in this manual is subject to change without notice and does not represent a commitment on the part of SMART.

Patents pending.

01/2010

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Contents

1 Introducing SMART Bridgit™ Software................................................................. 1

Overview......................................................................................................... 1

SMART Bridgit Server Software (Windows® Only).................................. 2

SMART Bridgit Software Administration Tools .................................. 2

SMART Bridgit Server Software Minimum Requirements........................ 3

SMART Bridgit Client Software ................................................................ 4

Features and Highlights..................................................................... 4

SMART Bridgit and SMART Meeting Pro .......................................... 4

SMART Bridgit and SMART Notebook .............................................. 4

SMART Bridgit Client Software Minimum Requirements ......................... 5

Supported Operating Systems........................................................... 5

System Requirements Without Audio or Webcams........................... 5

System Requirements With Audio and Webcams ............................. 5

Webcam Requirements ..................................................................... 5

Windows operating system software: ................................................ 5

Mac operating system software: ........................................................ 5

Audio Requirements .......................................................................... 6

Software Requirements ..................................................................... 6

Global Server Network Option.................................................................. 6

SMART Scheduler – Microsoft Exchange Server .................................... 7

SMART Scheduler Outlook Add-in (Client) .............................................. 7

2 Preparing for Installation ....................................................................................... 9

Software Licencing ....................................................................................... 10

Managing Software Licenses ................................................................. 10

Access Requirements................................................................................... 10

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2 | CONTENTS

Network Administration Experience ....................................................... 11

Access to Servers and Infrastructure Components on Your Network .... 11

Private Local Area Network (LAN) Use ........................................... 11

Different Networks Connected to a Wide Area Network (WAN) ...... 12

Use by Clients with an Internet Connection..................................... 12

Use of SMART Scheduler................................................................ 12

Administrator Rights ............................................................................... 12

Security Overview......................................................................................... 13

Server Side Security .............................................................................. 13

Client Side Security ................................................................................ 13

Domain Names ............................................................................................. 14

Firewall Settings ........................................................................................... 15

3 Installing SMART Bridgit Server.......................................................................... 17

Upgrading from a Previous Version of SMART Bridgit Server ..................... 20

4 Configuring SMART Bridgit Server ..................................................................... 21

Activating Your Software License(s)............................................................. 22

Removing Server or User Licenses .............................................................. 24

Changing SMART Bridgit Server Defaults.................................................... 24

Changing Server Access Passwords ..................................................... 25

Changing Meeting Creation Passwords ................................................. 26

Changing an Administrator Access Password ....................................... 26

Changing SMART Bridgit Server Setup Options.................................... 27

Disabling Remote Control ...................................................................... 27

Configuring Meeting Audio ..................................................................... 28

Third Party Audio ............................................................................. 28

Disabling Webcams in SMART Bridgit Meetings ................................... 29

Disabling Text Chat in SMART Bridgit Meetings.................................... 29

Adding a Message of the Day ................................................................ 30

Changing an Application Programming Interface (API) Authorization Password ............................................................................................... 30

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3 | CONTENTS

5 The SMART Bridgit Global Server Network (GSN) Option ................................. 31

SMART Bridgit Servers in a GSN ................................................................. 32

Requirements and Prerequisites ............................................................ 32

Installing GSN ........................................................................................ 32

Configuring GSN .................................................................................... 32

SMART Bridgit Client Software in a GSN ..................................................... 35

Connecting to a Server in a GSN........................................................... 35

6 Administering SMART Bridgit Server .................................................................. 37

Viewing Status Information ........................................................................... 38

Viewing Active Meetings ........................................................................ 38

Viewing Server Status Information......................................................... 39

Viewing Server Usage Reports .............................................................. 40

Managing Servers and Meetings .................................................................. 41

Placing a Server On Hold and Reactivating It ........................................ 41

Ending a Meeting.......................................................................................... 42

Starting, Stopping, Pausing and Restarting SMART Bridgit Software Services......................................................................................... 43

Distributing SMART Bridgit Software Client.................................................. 44

Customizing the SMART Bridgit Software Web Page............................ 44

7 Configuring the SMART Scheduler Option ......................................................... 45

Minimum Requirements................................................................................ 46

Microsoft Exchange Server .................................................................... 46

SMART Scheduler Server ...................................................................... 46

SMART Scheduler Outlook Add-in......................................................... 46

Installing the SMART Scheduler Server Using the InstallShield Wizard ...... 47

Administering the SMART Scheduler Server................................................ 50

Installing SMART Scheduler Outlook Add-in (Client) using the InstallShield Wizard ...................................................................................... 51

Installing the SMART Scheduler Outlook Add-in (Client) using the Windows Command Prompt ......................................................................... 53

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4 | CONTENTS

Scheduling a SMART Bridgit Meeting in Microsoft Outlook ................... 54

Joining a SMART Bridgit Meeting from an Outlook Meeting Invitation... 54

A Firewalls, Network Ports and Proxy Considerations ........................................... 55

Using Firewalls with SMART Bridgit ............................................................. 55

Configuring Firewalls.............................................................................. 55

Configuring Proxy Servers ..................................................................... 56

B Bandwidth and Scalability ................................................................................... 57

Bandwidth Usage.......................................................................................... 57

Examples of Bandwidth Requirements .................................................. 58

Scaling SMART Bridgit Software .................................................................. 58

C SMART Bridgit Security ...................................................................................... 61

Server Side Security .............................................................................. 61

D Customer Support ............................................................................................... 63

Online Information and Support.................................................................... 63

Training......................................................................................................... 63

Technical Support......................................................................................... 63

Shipping and Repair Status .......................................................................... 63

General Inquiries .......................................................................................... 64

Registration................................................................................................... 64

Index ..................................................................................................................... 1

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Chapter 1

Introducing SMART Bridgit™ Software

OverviewSMART Bridgit™ software is a cost effective client/server application that lets you easily schedule meetings to connect, share and collaborate between SMART Board™ interactive whiteboards, interactive displays and local and remote participants anytime, anywhere. SMART Bridgit supports private local and wide area network (LAN and WAN) installations as well as public deployment scenarios that leverage a fully qualified domain name via the Internet. For detailed information about the SMART Bridgit client software, refer to its online Help.

This chapter contains information on:

Overview......................................................................................................... 1

Software Components .................................................................................... 2

SMART Bridgit Server Software (Windows® Only).................................. 2

SMART Bridgit Server Software Minimum Requirements........................ 3

SMART Bridgit Client Software ................................................................ 4

SMART Bridgit Client Software Minimum Requirements ......................... 5

Global Server Network Option.................................................................. 6

SMART Scheduler – Microsoft Exchange Server .................................... 7

SMART Scheduler Outlook Add-in (Client) .............................................. 7

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2 | CHAPTER 1 – INTRODUCING SMART BRIDGIT SOFTWARE

Software Components

Once you install and configure the SMART Bridgit Server software, computers that meet the minimum requirements can connect to your server, download the SMART Bridgit client software and create or join meetings.

SMART Bridgit Server Software (Windows® Only)SMART Bridgit Server passes data between clients and authenticates client connections using optionally implemented passwords.

SMART Bridgit Software Administration ToolsSMART Bridgit Server software also includes an Administration Tools application. You can use SMART Bridgit Software Administration Tools to configure servers and view their statuses, manage your SMART Bridgit software licenses and change password, sharing and remote control settings. You can also use the administration tools to set up a message of the day and configure chat and video settings.

When you install SMART Bridgit Server software, a shortcut to SMART Bridgit Software Administration Tools appears on your desktop.

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3 | CHAPTER 1 – INTRODUCING SMART BRIDGIT SOFTWARE

SMART Bridgit Server Software Minimum RequirementsSMART Bridgit software is scalable, therefore system requirements vary. A SMART Bridgit software server maintains its availability, reliability and performance when the number of meeting participants increases on the server.

The maximum number of users that a server can support is constrained by both the server hardware and the network bandwidth available to that server. The exact number of users supported varies depending on the available bandwidth and the use of Voice over Internet Protocol (VoIP) audio and webcam functionality. Allowing more than the recommended number of simultaneous users may negatively impact performance. To support more users, configure multiple servers to operate as a global server network (GSN).

To determine the amount of bandwidth you’ll need, refer to Appendix B: Bandwidth and Scalability on page 57.

Your system performs best if you use a fast server or one with no other applications installed.

In addition, each server must meet the following minimum requirements:

• 1.2 GHz Intel® Pentium® 4 processor (or equivalent)

• Windows XP SP3 or Windows Server® 2003 operating system

• 1 GB of RAM

• 100 Mbps network interface card (NIC) that supports the TCP/IP protocol (1 Gbps NIC recommended)

NOTES• Increased hardware and network specifications improve overall meeting

performance.

• For more information, see Appendix B: Bandwidth and Scalability on page 57.

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4 | CHAPTER 1 – INTRODUCING SMART BRIDGIT SOFTWARE

SMART Bridgit Client SoftwareSMART Bridgit client software transmits meeting data to and from the SMART Bridgit Server and then displays it to the meeting participants.

Features and Highlights • Share multiple displays with local and remote participants.

• Share applications running on your SMART Board or desktop with meeting participants

• Host live demos, presentations, training events, webinars and ad hoc collaborative sessions

• Look over and review documents together

• Share and work on meeting notes simultaneously with remote participants

• Help colleagues and customers navigate Internet and intranet sites

• Request permission to remotely control a meeting participant’s computer

• View off-site meeting participants using webcams.

• Speak with, and listen to, meeting participants using VoIP technology

SMART Bridgit and SMART Meeting ProSMART Bridgit software is integrated with SMART Meeting Pro Premium software and SMART Product Drivers to provide screen sharing, VoIP and webcam functionality. SMART Bridgit works best with SMART Meeting Pro 1.1 SP3 and SMART Meeting Pro Premium 2.0. For detailed information on this functionality, refer to SMART Meeting Pro Premium documentation.

SMART Bridgit and SMART NotebookSMART Bridgit software is integrated with SMART Notebook software and SMART Product Drivers to provide instant conferencing capabilities. SMART Bridgit works best with SMART Notebook 9.7 SP2 or later. For detailed information on this functionality, refer to SMART Notebook documentation.

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5 | CHAPTER 1 – INTRODUCING SMART BRIDGIT SOFTWARE

SMART Bridgit Client Software Minimum RequirementsEnsure your system meets the following minimum requirements before using SMART Bridgit client software.

Supported Operating Systems• Windows: Windows XP, Windows Vista®

• Mac: 10.4.X, 10.5.X

System Requirements Without Audio or WebcamsConducting basic remote meetings is possible on less-powerful computers, provided you don’t use SMART Bridgit software’s audio and video features. The minimum system requirements in that situation are:

• Windows operating system software: Pentium III 1GHz processor

• Mac operating system software: 800 MHz Power PC, G4 or G5 processor or Intel processor

• 512 MB RAM

• Broadband Internet connection

System Requirements With Audio and WebcamsIf you plan to use SMART Bridgit software to share audio, video and complex screen information, make sure your computer meets these minimum requirements:

• Windows operating system software: Pentium III 1.2 GHz processor

• Mac operating system software: 1.2 GHz Power PC G4 or G5 processor or Intel processor

• 512 MB RAM

• Broadband Internet connection

Webcam RequirementsSMART Bridgit software supports webcams that meet these requirements:

Windows operating system software: • Compatible with DirectShow® driver

• Supports 24-bit color

Mac operating system software:• Internal webcam or iSight camera

• Compatible with QuickTime video capture

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6 | CHAPTER 1 – INTRODUCING SMART BRIDGIT SOFTWARE

Audio Requirements• Sound card

• Speakers or headphones

• Microphone

Software RequirementsYou can download SMART Bridgit client software from the server using the following browsers:

Windows operating system software:

• Internet Explorer® 6.0, 7.0, 8.0

• Opera™ 9, 10

Window and Mac operating system software:

• Firefox® 2.0, 3.0, 3.5

Mac operating system software:

• Safari 3.0

Global Server Network OptionThe SMART Bridgit Global Server Network (GSN) optimizes bandwidth and reduces latency for enterprise SMART Bridgit deployment. GSN is a network of SMART Bridgit servers connected together at different geographical locations.

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SMART Scheduler – Microsoft Exchange ServerThe SMART Scheduler is designed to allow users to create meetings in Microsoft Outlook® that will automatically start on a specified SMART Bridgit Server. The SMART Scheduler server monitors the Microsoft Exchange server for upcoming SMART Bridgit meetings and starts the meeting on the SMART Bridgit Server at the appropriate time.

IMPORTANT• Do not install SMART Scheduler Server on a computer that also has Microsoft

Outlook installed.

• The SMART Scheduler Server must have a network communication path to both the SMART Bridgit Server and your Microsoft Exchange server. It should be installed on the same network segment as your Microsoft Exchange Server. If you install the SMART Bridgit Server in a different segment of your network, such as an isolated DMZ segment between your LAN and the internet, do not install the SMART Scheduling Server on the same computer as the SMART Bridgit Server.

SMART Scheduler Outlook Add-in (Client)To use SMART Scheduler, install the SMART Scheduler Outlook Add-in. This add-in consists of a toolbar that appears in the standard meeting request window in Microsoft Outlook.

You can create a meeting in Outlook that uses SMART Bridgit by selecting the This is a SMART Bridgit Meeting check box in the meeting creation dialog box. Both the meeting creator and the attendees will see a booking in their Outlook Calender that contains a link to the SMART Bridgit meeting.

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8 | CHAPTER 1 – INTRODUCING SMART BRIDGIT SOFTWARE

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Chapter 2

Preparing for InstallationThis chapter contains information on:

Software Licencing ....................................................................................... 10

Managing Software Licenses ................................................................. 10

Access Requirements................................................................................... 10

Network Administration Experience ....................................................... 11

Access to Servers and Infrastructure Components on Your Network .... 11

Administrator Rights ............................................................................... 12

Security Overview......................................................................................... 13

Server Side Security .............................................................................. 13

Client Side Security ................................................................................ 13

Domain Names ............................................................................................. 14

Firewall Settings ........................................................................................... 15

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10 | CHAPTER 2 – PREPARING FOR INSTALLATION

Software Licencing During the 30-day free evaluation period, the server allows five concurrent user connections. After the evaluation version expires, users can no longer conduct meetings on the server. At or before this point, you must purchase and activate a SMART Bridgit Server product key and the appropriate number of user software licenses.

Managing Software LicensesTo continue using SMART Bridgit software, purchase the software before the evaluation period expires. Visit www.smarttech.com/where to find out where you can buy SMART Bridgit Server software licenses and concurrent user licenses.

After you purchase the software, you’ll receive an e-mail that includes product keys for activating the server software and user licenses.

Five concurrent users can connect to a SMART Bridgit meeting using a single server license. The server licence starts with the letters BDS and must be installed and activated before you can install a user licence, which starts with the letters BDC. To allow more than five concurrent users, you must purchase additional user licenses.

Access RequirementsBefore you can successfully install and use a SMART Bridgit Server, the network environment must be appropriately configured. The configuration of your network environment isn’t performed automatically by the SMART Bridgit Server software. Therefore you need to be able to access various components of your network infrastructure before you can configure your network environment appropriately. This section describes the network infrastructure components which you need to configure, and to which you need to have appropriate access.

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11 | CHAPTER 2 – PREPARING FOR INSTALLATION

Network Administration ExperienceSMART Bridgit Server functions within a complex network environment. You should not attempt to install or configure the SMART Bridgit Server software unless you’re an experienced network administrator with a full understanding of the following network terms and tools, including where and how they’re used:

Access to Servers and Infrastructure Components on Your NetworkDifferent network configurations require various types of access.

Private Local Area Network (LAN) UseIf your SMART Bridgit Server will be used only within a private LAN, you need access to the following components of your LAN infrastructure:

• An administrator login account with installation rights, for the server machine you’ll install SMART Bridgit Server software on.

• Physical or remote login access, and an administrator login account with configuration rights, for your network’s DHCP and DNS servers.

• You may also need physical or remote login access, and an administrator login account with configuration rights, for your network’s domain server which controls the software firewall configurations for all of your network's client computers. This is dependent on your local network’s domain policies.

• IPv4/IPv6 • Hosts file • LAN/WAN

• Dynamic Host Configuration Protocol (DHCP)

• Domain • Firewall

• Proxy • Domain Name • Domain Name System (DNS)

• Fully Qualified Domain Name (FQDN)

• Internet registrar • Tracert

• NSlookup • Router • Ping

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12 | CHAPTER 2 – PREPARING FOR INSTALLATION

Different Networks Connected to a Wide Area Network (WAN)If your SMART Bridgit Server will be used by different networks connected to a WAN, you’ll need access to the following components of your WAN infrastructure:

• Physical or remote login access to, and an administrator login account with configuration rights for, the routers, WAN firewalls, and proxy servers which exist between different segments of your WAN.

• Physical or remote login access to, and an administrator login account with configuration rights for, all DNS servers in each segment of your WAN.

Use by Clients with an Internet ConnectionIf your SMART Bridgit Server will be accessible to clients with an internet connection, you will need access to the following components:

• Physical or remote login access, and an administrator login account with configuration rights, for the routers, firewalls, and/or proxy servers between your network and the internet.

• Login access with configuration rights, for the internet registrar which controls your company's public internet DNS records.

Use of SMART SchedulerIf you would like to use the SMART Bridgit Outlook add-in and SMART Scheduler integration with Microsoft Exchange, you will need physical or remote login access and an administrator login account with configuration rights for your company's Domain server. This server is used to create user accounts for use on your Microsoft Exchange Server.

Administrator RightsAfter the SMART Bridgit Server is installed and configured, you may want to administer the server to check information such as performance logs and use records. To do this, your administrator will need physical or remote login access and a user login account for the server on which the SMART Bridgit Server software has been installed.

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13 | CHAPTER 2 – PREPARING FOR INSTALLATION

Security Overview

Server Side SecuritySMART Bridgit software complies with the SSL 3.0 standard for secure communications. It uses OpenSSL to generate a self-signed SSL certificate used for data encryption. Each time the server starts, a new 1024-bit SSL certificate is generated and a new 256-bit encryption key negotiated with each client.

For detailed information, refer to Appendix C: SMART Bridgit Security on page 61.

Client Side SecuritySystem administrators and meeting creators can set four types of password to enhance SMART Bridgit software security. These passwords aren’t mandatory.

IMPORTANTIf you assign a Server Access password, you must also assign a Meeting Creation password.

Password Type Description

Server Access Password

The password a meeting participant uses when connecting to the SMART Bridgit Server. It is set by the server administrator and allows the participant to view the list of meetings on the server.

Creation Password The password required to create a new meeting. It is set by the server administrator and can prevent unauthorized users from creating meetings.

Meeting Password The password set per-meeting by the meeting creator and used by meeting participants to join.

Administrator Access Password

The password that a server administrator can create to allow them to join any meeting on their server. Administrators can then monitor meetings and ensure the server is being used appropriately.

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14 | CHAPTER 2 – PREPARING FOR INSTALLATION

Domain NamesIf you’re using a public domain name, your SMART Bridgit Server will be accessible to clients connecting using the Internet. If you use a private domain name, your SMART Bridgit server will only be accessible to clients connecting from within your LAN.

For more information, see Appendix A: Firewalls, Network Ports and Proxy Considerations on page 55.

To check if your public domain name resolves to

an IP address

1. On a computer that’s running the SMART Bridgit Server software, select Start > Run.

2. Type cmd and press ENTER.

A command prompt window appears.

3. Use the ipconfig command to determine the server’s IP address.

4. Either use the nslookup command or the ping command against the domain name for the SMART Bridgit Server to determine the IP address that the network’s DNS returns.

5. Compare this IP address to the SMART Bridgit server’s IP address from Step 3.

If the IP addresses are the same, the network’s DNS is configured correctly.

NOTES– Your domain name must resolve to a valid IP address or you can not use

it to configure your SMART Bridgit Server.

– The ping may fail for reasons unrelated to the public domain name and still resolve to a computer name or IP address.

Option Description

Registered Domain Name

To access this server over the Internet, you must use a fully qualified domain name (FQDN) that exists in the records of a public DNS server. If a FQDN isn't available for this server, users can access this server over the Internet using its IP address directly. Don't mix FQDNs and unqualified domain names (those not registered on a DNS server) in the same SMART Bridgit server GSN.

IPv4/IPv6 Addresses During the installation process, SMART Bridgit software detects the IP addresses bound to the server's network interface cards. You can choose to bind SMART Bridgit software to one or all of the computer's IP addresses, if there is more than one IP address assigned to the computer.

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15 | CHAPTER 2 – PREPARING FOR INSTALLATION

Firewall SettingsSMART Bridgit software automatically detects and employs the most secure and efficient methods available to connect clients and to maintain optimal meeting performance.

• On the server side, a firewall is required at the minimum to open port 80 for incoming HTTP traffic.

• On the client side, a firewall is required at the minimum to open port 80 for outgoing HTTP traffic.

NOTEIt is not recommended to deploy SMART Bridgit Servers with only HTTP connectivity.

For more information, see Appendix A: Firewalls, Network Ports and Proxy Considerations on page 55.

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Chapter 3

Installing SMART Bridgit ServerAfter you complete the preparation described in the previous chapter, you’re ready to install the SMART Bridgit Server.

When installing the SMART Bridgit Server, consider the following points:

• If SMART Bridgit is installed on a dedicated server with one network interface card (NIC), select the only IP address. If your network uses network address translation (NAT), use port forwarding to redirect external requests to the NIC.

• If the server is multi-homed (has multiple NICs), select All (default) to bind SMART Bridgit to all IP addresses. Use port forwarding to redirect external requests to the NIC.

• If SMART Bridgit is installed on a server running other web server applications, (for instance Microsoft IIS, or any other web server application that is using Port 80), you can configure SMART Bridgit by:

– Customizing the default primary server port. In this case, multiple applications can bind to the same IP address but on different ports. This setup requires users to specify the port when connecting SMART Bridgit client (for instance bridgit.smarttech.com:88).

– Using IP specific binding. Each server binds to a specific IP address. You can add multiple IP addresses to a single NIC card on Windows servers by selecting: Control Panel > Network Connections > Internet Protocol (TCP/IP).

IMPORTANTBefore you start SMART Bridgit Administration Tools, you may need to temporarily disable the other services listening on the same port as SMART Bridgit Services. When you finish configuring the SMART Bridgit Server, re-start the the services you disabled.

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18 | CHAPTER 3 – INSTALLING SMART BRIDGIT SERVER

To install SMART Bridgit server software

1. Download SMART Bridgit software from www.smarttech.com/bridgit/downloads, and then double-click the ConferenceServicesSetup.exe file you saved.

2. Run the software.

The Conferencing Software - Installshield Wizard opens and displays the Licence Agreement page.

3. Read the license agreement, and if you agree, accept the agreement. Click Next.

NOTEIf you want to keep a hard copy of the agreement for your records, click Print.

The Choose Install Location window appears.

4. Click Browse if you want to select a new location for SMART Bridgit software, browse to the desired folder, and then click Next.

OR

Click Next to use the default destination folder.

The Customization page appears.

5. Configure your server by selecting one of the following options.

• IPv4 address and IPv6 address. The installation software detects all IP addresses assigned to the server. To use all the addresses, select All in the IPv4 address or IPv6 address boxes.

NOTES– If you select all addresses, SMART Bridgit software clients can use any IP

address assigned to the server computer to contact the SMART Bridgit Server. To restrict the IP addresses through which your server is reachable, select a specific IP address.

– If the IP address fields are unavailable, SMART Bridgit software has automatically detected that you don’t have more than one IP address to choose from.

• Public domain name. Each SMART Bridgit Server requires a fully qualified domain name (for example, server.company.com or conference.company.com) or a host name (for LAN access only).

NOTEIf you use the computer’s network host name as the domain name, the server will be accessible only from within the local area network. Internet users won't have access to the server. Do not mix fully qualified domain names and computer host names within the same SMART Bridgit GSN.

6. Click Next.

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19 | CHAPTER 3 – INSTALLING SMART BRIDGIT SERVER

7. Configure the Server Port using the following options:

• Primary TCP port. By default, SMART Bridgit software uses port 80 as its primary port. If your server is running another application that uses port 80, you must assign SMART Bridgit software to an unoccupied port. Configure your firewall to allow incoming and outgoing TCP traffic on your chosen port.

• Enable secondary TCP port. By default, SMART Bridgit software uses port 9933. If you want to use a different port, make sure it doesn't conflict with any other applications running on the server computer.

• Enable UDP ports (audio optimization). Whenever possible, SMART Bridgit software uses UDP for audio transmission to avoid the additional overhead of TCP in a timing-sensitive situation. SMART strongly recommends that you enable UDP to minimize audio lag in SMART Bridgit meetings. You must open a range of UDP ports (9901 to 9920) on your firewall to use this feature.

NOTES– If you configure SMART Bridgit Server software to use a TCP port that

isn’t the default, users must specify the port when connecting to the server. For example, to connect to a SMART Bridgit Server on port 8080, users must type server.company.com: 8080.

– A UDP port supports up to 10 participants with optimal performance. By default, SMART Bridgit software opens 20 UDP ports to allow to approximately 200 concurrent participants. Open more ports to accommodate more participants.

– If your network uses a firewall, you must configure it to allow incoming TCP and UDP traffic on these ports.

8. Click Next.

9. Create the following passwords for Server Password Security, if desired:

• Server Access Password — This optional password is used by the client to connect to a SMART Bridgit Server. The Server Access Password allows the user to access the server and view the list of meetings on the server.

IMPORTANTIf you assign a Server Access password, you must also assign a Meeting Creation password.

• Creation Password — This optional password is used by the client to create a meeting on the SMART Bridgit Server. Users who type the conference creation password can also see the list of active meetings on the server.

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NOTEAfter you've installed SMART Bridgit Server software, you can use SMART Bridgit Administration Tools to create as many additional server access and conference creation passwords as you want.

10. Click Next.

The In Progress window appears and the install validates. The setup status appears on the green status bar.

11. Click Finish to complete the installation process.

After you finish the installation process, use SMART Bridgit Software Administration Tools to activate the server software using a valid server product key, install user licenses, change the server settings and view status information.

IMPORTANTThe SMART Bridgit software installation includes a 30-day evaluation license for the server and concurrent users.

See Activating Your Software License(s) on page 22 for information on installing and activating server and user licenses.

Upgrading from a Previous Version of SMART Bridgit Server

To upgrade from a previous version of

SMART Bridgit

1. Download SMART Bridgit software from www.smarttech.com/bridgit/downloads, and then double-click the BridgitConferenceSoftware.exe file you saved.

2. Run the software.

A message appears asking you if you want to update or repair the program components from the previous version.

3. Click Yes.

A message appears warning you that all open meetings will be closed during the update.

4. To close the meetings and continue with the service update, click Yes. Otherwise, click No and end the meetings using the on-screen instructions.

If you choose to continue with the services update, the InstallShield wizard re-appears. Follow steps 3-10 of To install SMART Bridgit server software on page 18.

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Chapter 4

Configuring SMART Bridgit ServerThis chapter contains information on:

Activating Your Software License(s)............................................................. 22

Removing Server or User Licenses .............................................................. 24

Changing SMART Bridgit Server Defaults.................................................... 24

Changing Server Access Passwords ..................................................... 25

Changing Meeting Creation Passwords ................................................. 26

Changing an Administrator Access Password ....................................... 26

Changing SMART Bridgit Server Setup Options.................................... 27

Disabling Remote Control ...................................................................... 27

Configuring Meeting Audio ..................................................................... 28

Disabling Webcams in SMART Bridgit Meetings ................................... 29

Disabling Text Chat in SMART Bridgit Meetings.................................... 29

Adding a Message of the Day ................................................................ 30

Changing an Application Programming Interface (API) Authorization Password ............................................................................................... 30

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When you install SMART Bridgit server software, a shortcut to SMART Bridgit Administration Tools appears on your desktop. Double-click the shortcut to open the program.

Activating Your Software License(s)Before your 30-day trial expires, you must activate your server and optional user software licenses to continue using SMART Bridgit software. If you have more than one user license, activate the others next.

NOTEIf you upgrade from SMART Bridgit software 3 to version 4, your version 3 licenses continue to work with SMART Bridgit software 4. However, if you upgrade from a version earlier than 3.1, the software's VoIP audio features aren’t available. To enable the VoIP audio features after you upgrade from version 3 or earlier, purchase a SMART Bridgit software audio upgrade license from your SMART authorized reseller.

To activate your license via SMART Activation

Server

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Licensing tab.

3. In the Server list table, select the server you want to activate.

4. Click Install Server License to install and activate the server license.

5. Type your product key in the Product Key box, and then click OK.

NOTEYour product key is provided in the “Sales Order Confirmation” e-mail you received from SMART Technologies when you purchased the licence.

After you activate the product key, your license information appears in the Licenses for selected server table and the related license Status changes to Activated.

6. If you have a user license, click Install User License to install and activate the client license.

7. Type your product key in the Product Key box, and then click OK. The licence status changes to Activated.

SMART Bridgit software uses a web service to automatically activate your SMART Bridgit server and user license.

NOTEIf the service isn't available or if another error occurs, you must manually activate the license.

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To manually activate your license by mail or phone

1. Right-click the licence you want to activate in the Licenses for selected server table, and then select Activate.

2. Select Activate manually, and then click Continue.

The Activate License dialog box appears.

3. Click the To automatically generate an e-mail link.

Your default e-mail software opens a new message addressed to [email protected]. The message contains your product key and an installation ID that a Technical Support technician uses to create your activation key.

4. Send the e-mail. A support technician will send a reply e-mail with your activation key.

NOTEYou have 30 days from the date of installation to enter the activation key.

5. If you’re not connected to the Internet, or if e-mail isn’t available, click the If an e-mail does not appear link.

A Manual Activation Assistance dialog box appears with SMART Technical Support telephone contact information, your product key and your installation ID. When you call Technical Support, provide the support technician with these numbers.

6. When you receive an activation key, double click the SMART Bridgit Admin Tools icon on your desktop, and select the Licensing tab.

7. Right-click the licence you want to activate, and then select Activate.

8. Type the activation key, and then click Activate Manually.

9. Click OK.

After you activate the product key, your license information appears in the Licenses for selected server table and the related license Status changes to Activated.

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Removing Server or User LicensesIf you remove a server license or a bundle of user licenses, the product keys remain valid and you can add them again at any time.

To remove server or user licenses

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Licensing tab.

3. Right-click the licence you want to remove in the Licenses for selected server table, and then click Delete.

A confirmation dialog box appears.

4. Click OK.

Changing SMART Bridgit Server DefaultsYou can use SMART Bridgit Administration Tools on any SMART Bridgit Server to assign client access and server access passwords, create a message of the day, and enable remote control. If you’re using a GSN, these settings automatically update on all your SMART Bridgit Servers.

In this section, you’ll learn to:

• change a server access password (page 25)

• change a meeting creation password (page 26)

• change an administrator access password (page 26)

• change server options (page 30)

• disable remote control in all new meetings (page 27)

• configure audio in all new meetings (page 28)

• disable webcams in all new meetings (page 29)

• disable text chat in all new meetings (page 29)

• create a message of the day (page 30)

• change an application programming interface (API) authentication password (page 30)

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Changing Server Access PasswordsServer access passwords are optional. Assign a server access password if you want users to have to type a password before they can view the list of active meetings on a server. You can assign as many server access passwords as necessary.

IMPORTANTIf you assign a Server Access password, you must also assign a Meeting Creation password.

To change server access passwords

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Security tab.

3. Select the Server access password check box in the Client access passwords group box.

4. Type the passwords you want to use. Use a semicolon without a space afterwards to separate multiple passwords (for example: apple;banana;pear).

NOTETo revoke a password, remove it from the list.

5. Click Apply.

NOTES– Remember to give the passwords to everyone who is authorized to view

the list of active meetings.

– Participants who receive an e-mail invitation to join a meeting can click the link in the invitation to bypass the meeting viewing password. However, the participant can only join the meeting to which they were invited and they can't view the list of other active meetings on the server.

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Changing Meeting Creation PasswordsMeeting creation passwords are optional. Assign a meeting creation password if you want users to have to type a password before they can create a meeting. You can assign as many meeting creation passwords as necessary.

IMPORTANTIf you assign a Server Access password, you must also assign a Meeting Creation password.

To assign meeting creation passwords

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Security tab.

3. Select the Meeting creation password check box in the Client access passwords group box.

4. Type the passwords you want to use. Use a semicolon to separate multiple passwords, for example: apple;banana;pear.

NOTETo revoke a password, remove it from the list.

5. Click Apply.

NOTERemember to give the password(s) to everyone who is authorized to view the list of active meetings.

Changing an Administrator Access PasswordAdministrators can access and monitor any meeting on the SMART Bridgit server using an administrator access password.

To assign an administrator access

password

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Security tab.

3. Select the Admin access password checkbox in the Client access passwords group box.

4. Type the password you want to assign. You may only type one password.

5. Click Apply.

The administrator appears as “Administrator” in a SMART Bridgit software meeting participant list, but doesn't have any special capabilities in the meeting.

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NOTEIf you create a meeting that uses the same password as the administrator's, no meeting members appear as Administrator in the participant list.

Changing SMART Bridgit Server Setup OptionsWhen you install SMART Bridgit software on a server, you can specify the public domain name, IP address and listening port. You can also use the SMART Bridgit Administration Tools to change this information.

To change the SMART Bridgit server configuration

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Setup tab.

3. Modify the options as required. For more information, see Domain Names on page 14 and Firewall Settings on page 15.

NOTEConfiguration changes on this page don't take effect until you restart both the SMART Bridgit master and the conference services in the Windows Services Manager (see Starting, Stopping, Pausing and Restarting SMART Bridgit Software Services on page 43).

Disabling Remote ControlTo prevent presenters from sharing control of their computers with other participants, disable the remote control setting in SMART Bridgit Software Administration Tools.

To disable remote control 1. Open SMART Bridgit Administration Tools on the server.

2. Click the Options tab.

3. Clear the Enable Remote Control check box.

Remote control is disabled in new meetings. However, remote control remains available in active meetings until they end.

NOTEWhen you disable remote control, the option no longer appears to participants in SMART Bridgit software meetings.

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Configuring Meeting AudioBy default, SMART Bridgit software's audio is enabled, allowing meeting participants to talk to each other during meetings.

Up to four participants in a meeting can talk concurrently using the VoIP feature in SMART Bridgit software. VoIP in SMART Bridgit software incorporates Secure Real-Time Transport Protocol (SRTP) communication on UDP ports, so audio data is processed as a steady and continuous stream, with minimal lag time.

When there are more than four people in a meeting, participants can open and close their microphones in order to give others the opportunity to talk.

To disable meeting audio 1. Open SMART Bridgit Administration Tools on the server.

2. Click the Audio tab.

3. Clear the Enable Audio check box.

Meeting audio is disabled in new meetings. However, audio remains available in active meetings until they end.

To select a default audio optimization when

using VoIP

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Audio tab.

3. Select Use VoIP Audio, and then select one of the following:

• Optimize for high audio quality provides the best quality meeting audio. It also consumes the most bandwidth.

• Optimize for low bandwidth uses less bandwidth but doesn’t provide optimal audio quality.

Third Party AudioIf you are using a third-party voice bridge instead of VoIP, you have the option to provide the telephone number and meeting code to participants so they can join a meeting that uses a third-party voice bridge.

To notify participants of a third-party voice bridge

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Audio tab.

3. Select the Use a third party audio conferencing provider option.

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Disabling Webcams in SMART Bridgit Meetings

To disable webcams in SMART Bridgit meetings

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Options tab.

3. Clear the Enable Webcams check box.

Webcams are disabled in new meetings. However, webcams remain available in active meetings until they end.

NOTEWhen you disable webcams, the option no longer appears to participants in SMART Bridgit meetings.

Disabling Text Chat in SMART Bridgit Meetings

To disable text chat in SMART Bridgit meetings

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Options tab.

3. Clear the Enable Chat check box.

Text chat is disabled in new meetings. However, chat remains available in active meetings until they end.

NOTEWhen you disable text chat, it no longer appears to participants in SMART Bridgit meetings.

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Adding a Message of the DaySelect this option to create a message that users see when they open SMART Bridgit software client.

To add a message of the day

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Options tab.

3. Select the display frequency to use in the Message of the day group box (select either Don't show, Show once per day or Show every time client runs).

4. Type the message in the Message of the Day text box (maximum 256 characters).

5. Click Apply.

Changing an Application Programming Interface (API) Authorization PasswordAn API authorization password is only used by original equipment manufacturers (OEMs) using the API.

To assign an API authorization password

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Security tab.

3. Select API authorization password in the Server access passwords box.

4. Type the password you want to assign. You may only type one password.

NOTETo revoke the password, clear the API authorization password box.

5. Click Apply.

NOTERemember to give the password to third-party users whose systems are integrated with SMART Bridgit software.

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Chapter 5

The SMART Bridgit Global Server Network (GSN) OptionThe SMART Bridgit Global Server Network (GSN) optimizes bandwidth and reduces latency in enterprise SMART Bridgit deployments. GSN is a network of SMART Bridgit servers connected at different geographical locations.

Benefits of using a GSN include:

• lower bandwidth requirements and fewer round-trip delays over the Internet for remote participants.

• optimized SMART Bridgit Network connectivity. You’re are automatically connected to the fastest server for your location.

• multiple access points to the SMART Bridgit network. If the server you attempted to access during the initial connection is unavialable, the SMART Bridgit client automatically locates the next fastest server in the GSN and connects you to it.

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SMART Bridgit Servers in a GSNEach server in a GSN is initially installed as an independent SMART Bridgit Server. Once configured in a GSN, each independent server becomes a node in the network with independent server capabilities.

Requirements and Prerequisites

All servers in a GSN must meet the following requirements:

• 1.2 GHz Intel Pentium 4 processor or equivalent

• 1 GB of RAM

• Microsoft Windows XP SP3 or Windows Server 2003 operating systems

• 100 Mbps network interface card that supports the TCP/IP protocol

Installing GSNThere is no separate installation procedure for GSN. Install the SMART Bridgit Server as described in Chapter 3 and use SMART Bridgit Administration Tools to configure the GSN option.

Configuring GSNWhen you install SMART Bridgit server software, a shortcut to SMART Bridgit Administration Tools appears on your desktop. Double-click the shortcut to open the program, and then click the Servers tab.

NOTES• Changes made on the Options, Audio and Security tabs in SMART Bridgit

Administration Tools on one server in a GSN automatically apply to all servers in that GSN.

• Your server name should describe your local server in plain language.

• The server password is used by other servers to subscribe to your server. This password is mandatory.

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To set up your local GSN server

1. Type a name for your server in the Description field in the Server Setup Information section of the window.

2. Type a password for the server in the Server Password field.

3. Click Apply.

NOTEThe Apply button is only enabled once you’ve entered a Server Password.

To add a remote SMART Bridgit server to the GSN

1. Click Add in the Servers tab.

The Add Server dialog box appears.

2. Type the Server Address, Server Port number and GSN Password for the server you want to add, and then click OK.

NOTES– All three fields must be filled in before the OK button is enabled.

– If you try to subscribe to your own server, an error message appears.

– If there is no GSN, but you have two servers and want to form a GSN with them, then you can use either server to add the other.

– If there are two or more servers in a GSN, then you can’t add your server to that GSN. An existing member must add your server.

Once you’ve added the server, the Server list displayed on every member server of the GSN updates with the new server information. If meetings are running which include these servers, the Conference Server list on the Conference tab also updates.

To remove a server from the GSN

1. Select the server you want to remove in the Server list.

2. Click Remove, and then click OK when you’re asked to confirm.

NOTES– The server is removed from every user’s Server list.

– If there are clients who are connected to meetings at the time of the server removal, they remain on the Conferences list of the server computer hosting them.

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To change GSN server information

Type new information in either the Description or Server password fields, and then click Apply.

You are prompted to restart the server before the changes will take effect.

IMPORTANTIf you restart the server while meetings are running, all meetings will be terminated and the participants will be disconnected.

To manually reconnect to a remote GSN server

1. Select the server you want to connect to in the Server list.

2. Click Reconnect.

NOTEIf there is already a valid connection or if no entry is selected, the Reconnect button is unavailable.

To end a GSN meeting 1. Click the Conferences tab.

2. Select a meeting in the list.

3. Click End conference.

NOTEYou’re only allowed to end a meeting that exists on your local server. If the meeting was created on a remote server, the End Conference button is unavailable.

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SMART Bridgit Client Software in a GSN Client software in a GSN detects and connects to the GSN server with the fastest connection speed. Once this selection and connection is complete, the GSN optimizes the bandwidth for the network.

Connecting to a Server in a GSNConnecting to GSN servers is similar to connecting to a single SMART Bridgit server. The main difference is that the SMART GSN client automatically detects the fastest server in the GSN and connects you to it, regardless of the server address you enter.

To connect to the GSN 1. Open your web browser.

2. Type the name of the server you want to connect to in the Address bar.

The Download SMART Bridgit Software page appears, including basic instructions and a link for downloading the SMART Bridgit client.

3. Click the Download Software link and then run the software.

The SMART Bridgit Software client dialog box appears.

To view or modify server information

1. Click the server icon in the bottom left corner of the SMART Bridgit Software

dialog box.

The Server Information window appears.

– The Starting server is the name or address you originally typed into your browser.

– The Fastest server is the name or address of the fastest server in the GSN.

2. Type the name of the new server or select a server from the drop-down list.

3. Click Connect.

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To disable the “Pick fastest server” option

1. Click the purple SMART Bridgit icon in the upper-left corner of the SMART

Bridgit Software dialog box.

2. Select About SMART Bridgit.

The About SMART Bridgit Software window appears

3. Click Technical Support, and then click the Troubleshooting tab.

4. Clear the Pick fastest server check box in the Connection section of the window.

The next time you connect to a GSN, you will connect to the server you designate, regardless of connection speed and network traffic.

NOTEFor best results, SMART recommends always using the “Pick fastest server” option.

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Chapter 6

Administering SMART Bridgit ServerThis chapter contains information on:

Viewing Status Information ........................................................................... 38

Viewing Active Meetings ........................................................................ 38

Viewing Server Status Information......................................................... 39

Viewing Server Usage Reports .............................................................. 40

Managing Servers and Meetings .................................................................. 41

Placing a Server On Hold and Reactivating It ........................................ 41

Ending a Meeting.......................................................................................... 42

Starting, Stopping, Pausing and Restarting SMART Bridgit Software Services43

Distributing SMART Bridgit Software Client.................................................. 44

Customizing the SMART Bridgit Software Web Page............................ 44

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Viewing Status InformationUse SMART Bridgit Administration Tools to view status information for SMART Bridgit Server software, including active meetings, licenses and server usage.

Viewing Active Meetings

To view active meetings 1. Open SMART Bridgit Administration Tools on either the server or client computer.

2. Click the Conferences tab.

A table of active meetings appears. The table includes the following information:

• when the meeting was created

• the meeting’s name

• who created the meeting

• the number of participants

• the GSN server hosting the meeting

To broadcast a message to all meeting participants

1. Open SMART Bridgit Administration Tools on either the server or client computer.

2. Click the Conferences tab.

3. Select the meeting to which you want to broadcast a message.

4. Click Send Message.

5. Type the message you want to broadcast in the Message box.

6. Click OK.

Your message appears on the screen of each meeting participant.

To end a meeting 1. Open SMART Bridgit Administration Tools on a SMART Bridgit Server.

2. Click the Conferences tab.

3. Select the meeting you want to end.

4. Click End Conference.

If you want to broadcast a message to meeting participants as the meeting ends, type it in the Message box.

5. Click OK.

A notification dialog box and your message appear on the screen of each meeting participant, and the meeting ends.

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Viewing Server Status Information

To view status information 1. Open SMART Bridgit Administration Tools on the server computer.

2. Click the Servers tab.

The table includes the following information:

• server IP address and domain name

• a description of the server

• the port being used for the server

• the number of active meetings

• the server’s status, which can include the following:

– Alive: The server is active and users can connect.

– Offline: The server is offline or can’t be contacted by the local server.

– On Hold: An administrator has placed the server on hold (see Placing a Server On Hold and Reactivating It on page 41).

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Viewing Server Usage ReportsSMART Bridgit automatically creates a server usage report for each meeting server and saves the report in a file named BridgitActivityLog.txt in the SMART Bridgit software installation folder on the conference server. This file is for internal code use only and is not human-readable in .txt format.

NOTEIf you edit the SMART Bridgit activity log file, the SMART Bridgit software logging service may become unstable.

To view server usage reports

1. Open SMART Bridgit Administration Tools on either the server or client computer.

2. Click the Report tab.

A server usage report for the current week appears.

3. To view a report for a different time period, select the Report start date and Report end date that you want, and then click Refresh.

A report appears for the period you select.

4. Click Save Report to save the generated report as a text file in the location of your choice.

To save a server usage report as a text file

1. Open SMART Bridgit Administration Tools on either the server or client computer.

2. Click the Report tab.

A server usage report for the current week appears.

3. In the server usage report, select the entries you want to save to a text file.

OR

Ensure no entries are selected if you want to save the entire report.

4. Click Save Report.

A Save As dialog box appears.

5. Enter a file name and destination for the report text file, and then click OK.

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You can control how long the log stores information about server usage. The default value is 30 days, which means log entries older than 30 days are automatically deleted from the log. You can enter any setting between one and 120 days.

To set log purge frequency

1. Open SMART Bridgit Administration Tools on either the server or client computer.

2. Click the Report tab.

3. Enter the number of days you want the log to store information for in the Logs purged after box.

4. Click Apply.

Managing Servers and MeetingsYou can change the connection status of servers and end meetings using SMART Bridgit Administration Tools.

Placing a Server On Hold and Reactivating ItWhen a server is on hold, it doesn't allow users to connect, but doesn't end active meetings. Place a server on hold when you want to perform maintenance procedures on the server. This allows active participants to finish their meetings, and allows you to maintain the server when they’re finished.

To place a server on hold or reactivate it

1. Open SMART Bridgit Administration Tools on the server.

2. Click the Servers tab.

3. In the Server list, select the server you want to place on hold or reactivate.

4. Click On Hold, and then click OK when asked to confirm.

The server status changes to On Hold.

OR

Click Re-activate, and then click OK when asked to confirm.

The server status changes to Alive.

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42 | CHAPTER 6 – ADMINISTERING SMART BRIDGIT SERVER

Ending a MeetingYou can end meetings on any server computer.

To end a meeting 1. Open SMART Bridgit Administration Tools on the server computer.

2. Click the Meetings tab.

3. Select the meeting you want to end.

4. Click End Meeting.

The End Meeting(s) dialog box appears.

5. If you want to send a message to meeting participants before you disconnect them, type it in the Message box.

6. Click OK.

The meeting ends and all participants are disconnected.

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43 | CHAPTER 6 – ADMINISTERING SMART BRIDGIT SERVER

Starting, Stopping, Pausing and Restarting SMART Bridgit Software ServicesYou can use the Microsoft Windows services administration console to control SMART Bridgit software services without restarting the computer.

IMPORTANTIf you stop the services from the Windows administration console, all meetings currently running will end without warning the users.

To control SMART Bridgit software services using

the Services administration console

1. Open the Windows Services administration console (select Start > Control Panel > Administrative Tools > Services).

2. Double-click SMART Bridgit Master Service.

The SMART Bridgit Master Service Properties dialog box appears.

3. Click Start, Stop, Pause, Restart or Resume in the General tab to control the service.

4. Click OK.

5. Double-click SMART Bridgit Conference Service.

The SMART Bridgit Conference Service Properties dialog box appears.

6. Click Start, Stop, Restart, Pause or Resume on the General tab to control the service.

7. Click OK.

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44 | CHAPTER 6 – ADMINISTERING SMART BRIDGIT SERVER

Distributing SMART Bridgit Software Client After you’ve configured the SMART Bridgit software servers, users can download the SMART Bridgit software client by visiting the SMART Bridgit server's address in a Web browser.

Customizing the SMART Bridgit Software Web PageYou can customize the Web page that users see when they use a Web browser to visit the SMART Bridgit server. Create an HTML page called CustomPage.htm and save it in the server’s application directory.

NOTEThe default directory location is C:\Program Files\SMART Technologies\SMART Bridgit, but is different if you've installed SMART Bridgit software in another folder.

Your customized download page should contain links to download both the SMART Bridgit client for Windows and Mac OS X. You may also want to include the SMART Scheduler Outlook Add-in installer. The paths for these files are:

• Windows: http://yourbridgitserverurl/Bridgit.exe

• Mac OS X: http://yourbridgitserverurl/Bridgit.zip

• SMART Scheduler Outlook Add-in: http://yourbridgitserverurl/SMARTSchedulerOutlookAddinSetup.msi

NOTEFor enhanced security, the SMART Bridgit server makes CustomPage.htm available only to a web browser. If your custom page includes images or other files, those images and files must be hosted on a different server and referenced with absolute links in the custom page.

Downloading SMART Bridgit client

1. Open your web browser.

2. Type the name of the server you want to connect to in the address bar.

The Download SMART Bridgit Software page appears, including basic instructions and a link for downloading the SMART Bridgit software client.

3. Click Download Software and then run the software.

The SMART Bridgit Software client dialog box appears.

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Chapter 7

Configuring the SMART Scheduler OptionThe SMART Scheduler option integrates the SMART Bridgit Server with Microsoft Exchange Server and Microsoft Outlook clients to provide the ability to schedule single or recurring meetings that use SMART Bridgit software.

This chapter contains information on:

Minimum Requirements................................................................................ 46

Microsoft Exchange Server .................................................................... 46

SMART Scheduler Server ...................................................................... 46

SMART Scheduler Outlook Add-in......................................................... 46

Installing the SMART Scheduler Server Using the InstallShield Wizard ...... 47

Administering the SMART Scheduler Server................................................ 50

Installing SMART Scheduler Outlook Add-in (Client) using the InstallShield Wizard........................................................................................................... 51

Installing the SMART Scheduler Outlook Add-in (Client) using the Windows Command Prompt......................................................................................... 53

Scheduling a SMART Bridgit Meeting in Microsoft Outlook ................... 54

Joining a SMART Bridgit Meeting from an Outlook Meeting Invitation... 54

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46 | CHAPTER 7 – CONFIGURING THE SMART SCHEDULER OPTION

Minimum RequirementsBefore installing the SMART Scheduler option, ensure your system meet the following requirements.

Microsoft Exchange Server• Microsoft Exchange Server 2003 or 2007

SMART Scheduler Server• 1.2 GHz Intel Pentium 4 processor or equivalent

• 1 GB of RAM

• Microsoft Windows XP SP3 or Windows Server 2003 operating system

• 10 Mbps network interface card that supports the TCP/IP protocol (100 Mbps NIC recommended)

• Network connection to your Microsoft Exchange Server to 2003 and 2007

• CDO 1.2.1 (Microsoft Collaboration Data Objects), version 6.5.8131.0 or later. You can also download this software during the server installation.

SMART Scheduler Outlook Add-in• Pentium III 1GHz Processor

• 512 MB of RAM

• Microsoft Outlook 2003 SP3, or Microsoft Outlook 2007 SP 2

• Network connection to your Microsoft Exchange Server

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Installing the SMART Scheduler Server Using the InstallShield WizardBefore you install SMART Scheduler Server, ensure your system meets the following criteria:

• A dedicated mailbox is set up on the Microsoft Exchange Server that the SMART Scheduler Server has access to. SMART Scheduler Server uses this mailbox to manage SMART Bridgit meetings.

• A user account with local administrator rights is set up in the Windows domain associated with the mailbox described above. The SMART Scheduler Server uses the Windows user authentication to run the service as well as access the Microsoft Exchange mailbox.

• Microsoft Outlook isn’t installed on the computer where the SMART Scheduler Server will be installed.

• The SMART Bridgit Server is already installed and running on either a separate computer (recommended) or, if required, on the same computer where you will install SMART Scheduler Server.

IMPORTANT• Do not use a personal mailbox with SMART Scheduler. The SMART

Scheduler Server will automatically and permanently delete anything in this mailbox, including e-mail messages and calendar appointments.

• The SMART Scheduler Server must have a network communication path to both the SMART Bridgit Server and your SMART Exchange Server. It should be installed on the same network segment as your Microsoft Exchange Server. If you install the SMART Bridgit Server in a different segment of your network, such as an isolated DMZ segment between your LAN and the internet, do not install the SMART Scheduling Server on the same computer as the SMART Bridgit Server.

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To obtain and start the SMART Scheduling Server

1. Obtain the SMART Scheduler Server Installer in one of two ways:

• Download it from the internet by opening your browser and typing http://yourbridgitserverurl/SMARTSchedulerServerSetup.exe in the address bar.

OR

• Copy it from your SMART Bridgit server directory by browsing to C:\Program Files\SMART Technologies\SMART Bridgit\SMARTSchedulerInstallers and copying the SMARTSchedulerServerSetup.exe to the computer you’ll install it on.

2. Double-click the SMARTSchedulerServerSetup.exe installer file and run it.

The SMART Scheduler Server – InstallShield Wizard welcome screen appears.

NOTEThe installer won’t run on a computer with Microsoft Outlook.

3. Click Next to continue.

If you don’t have Microsoft Collaboration Data Object (CDO) installed on your computer, the CDO Installation Required window appears. Otherwise the Software License Agreement appears.

To install Microsoft CDO 1. Select the Download CDO Installer check box, and then click Finish.

2. Run the downloaded software.

The Choose Directory for Extracted Files dialog box appears.

3. Type a new directory location or click OK to accept the default location.

The CDO Installer is downloaded to the specified directory.

4. Browse to the directory location, and then double-click the ExchangeMapiCdo.MSI file to install the software.

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To install the SMART Scheduler Server

1. Double click the SMARTSchedulerServerSetup.exe installer file and run it.

The SMART Scheduler Server – InstallShield Wizard welcome screen appears.

2. Press Next.

The Software License Agreement appears.

3. Read the agreement. If you accept it, click Next.

NOTEIf you want to keep a hard copy of the agreement for your records, click Print.

The Destination Folder window appears.

4. Click Next to install to the default folder, or click Change to specify another folder location.

5. Click Install to begin the installation.

If the installation is successful, the InstallShield Wizard Completed window appears.

6. Click Configure to set up the mailbox.

The SMART Scheduler Server Configuration window appears.

7. Type your Microsoft exchange logon credentials and Windows authentication information in the fields provided, and then press OK.

The setup application installs the SMART Scheduler Server which will run as a service. The applications then verify that the specified Windows user account has access to the Microsoft Exchange mailbox and that the mailbox is functioning correctly. Any errors will be reported to you.

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Administering the SMART Scheduler Server Once the SMART Scheduler Server is installed, you can make changes to the server name and password settings.

To modify the SMART Scheduler Server setup

1. Open the install directory and double-click the SMARTSchedulerServerConfig.exe file.

The SMART Scheduler Server Configuration window opens.

2. Change your Microsoft Exchange logon credentials or Windows authentication information as required.

3. Click OK to save the changes.

IMPORTANT• If you change the name of your SMART Scheduler mailbox, none of the

meetings scheduled using the old mailbox name will run.

• After changing the name of the mailbox on the server, you must also change the name of the mailbox in the Outlook add-in. For instructions, see To change the SMART Scheduler settings for all new meetings in your SMART Bridgit User’s Guide or Help.

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Installing SMART Scheduler Outlook Add-in (Client) using the InstallShield WizardThe SMART Scheduler Outlook Add-in allows you to automatically create a SMART Bridgit meeting that accompanies a Microsoft Outlook meeting.

You can install the add-in on any computer that can communicate with your SMART Bridgit Server, but it must be installed and configured by an administrator. Once the add-in is installed, any user can change individual profile settings. These changes only affect the profile of the user that set them, the administrator settings remain the same.

IMPORTANT• You can’t install the add-in while Microsoft Outlook is running.

• Meetings that SMART Scheduler Server starts don’t have an owner, and aren’t as customizable as regular SMART Bridgit meetings.

To download the .msi file 1. If Microsoft Outlook is currently running, close it.

2. Open your browser and type: http://yourserver.com/SMARTSchedulerOutlookAddinSetup.msi.

3. Press ENTER.

4. Download and run the file.

The SMART Scheduler Outlook Add-in – InstallShield Wizard welcome screen appears.

To install the add-in 1. Press Next in the welcome screen.

The Software License Agreement appears.

2. Read the agreement. If you accept it, click Next.

NOTEIf you want to keep a hard copy of the agreement for your records, click Print.

The Destination Folder window appears.

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52 | CHAPTER 7 – CONFIGURING THE SMART SCHEDULER OPTION

3. Click Next to install to the default folder, or click Change to specify another folder location.

The SMART Scheduler Outlook Add-in Preferences window appears.

4. Type the name of the Default SMART Bridgit Server to use when setting up meetings.

5. Type the name of the SMART Scheduler Exchange Mailbox, located on the Microsoft Exchange server, used to manage SMART Bridgit meetings.

6. If you want the meetings to be password protected by default, leave the Password protect meetings by default check box selected. If you don’t, clear it.

7. If you want to use formatting in your messages, select the Preserve Rich Text formatting check box. Otherwise, clear the check box to use plain text.

NOTERich text formatting can cause unexpected behavior when sending meeting requests.

8. Click Next.

The Ready to Install the Program window appears.

9. Click Install.

When the add-in is successfully installed, the InstallShield Wizard Completed window appears.

10. If you want Outlook to launch after the wizard closes, leave the Launch Outlook check box selected. If you don’t, clear it.

11. Click Finish to close the wizard.

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53 | CHAPTER 7 – CONFIGURING THE SMART SCHEDULER OPTION

Installing the SMART Scheduler Outlook Add-in (Client) using the Windows Command Prompt

To install SMART Scheduler using the

command prompt

1. Select Start > Run.

2. Type cmd in the Open field.

The command prompt window opens.

3. Type cd followed by a space, and then type the name of the directory that contains the installer.

4. Execute the installer with any appropriate .msi-related parameters.

TIPFor a list of .msi-related parameters, open a Windows command prompt and type msiexec /? and press ENTER.

5. Specify configuration options for the installer.

• SERVERNAME – the address of the SMART Bridgit Server on which your SMART Scheduler meetings will run.

• USEPASSWORD – specifies whether or not your SMART Scheduler meetings will be password protected. This parameter is either 0 or 1.

• MAILBOX – the name of the SMART Scheduler Exchange mailbox.

• USERTF– specifies whether your e-mail messages will use rich text formatting (parameter = 1) or plain text formatting (parameter = 0).

An example of a command line : msiexec.exe /i "C:\SourceFileLocation\SMARTSchedulerOutlookAddinSetup.msi SMARTSchedulerOutlookAddinSetup.msi" /qn SERVERNAME=YourBridgitServer.YourCompany.com USEPASSWORD=1 USERTF=1 MAILBOX="Scheduler Mailbox"

If you have a space in your mailbox name, you must use triple quotations marks before and after the name. If there is no space, quotation marks are not required.

6. Press ENTER. The SMART Scheduler Outlook Add-in installs.

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Scheduling a SMART Bridgit Meeting in Microsoft OutlookOnce the SMART Scheduler Outlook Add-in has been installed, you can set up a SMART Bridgit meeting in the meeting request form in Outlook.

For more information, see SMART Bridgit 4.0 Software User’s Guide (document 142511).

Joining a SMART Bridgit Meeting from an Outlook Meeting InvitationOnce the meeting has been created, the meeting participants receive an invitation containing a link to the SMART Bridgit meeting and a password to that meeting.

For more information, see SMART Bridgit 4.0 Software User’s Guide (document 142511).

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Appendix A

Firewalls, Network Ports and Proxy Considerations

Using Firewalls with SMART Bridgit SMART Bridgit software automatically detects and employs the most secure and efficient methods available to connect clients and maintain optimal meeting performance. However, SMART recommends installing your SMART Bridgit Server behind a firewall, to prevent unauthorized access.

Configuring FirewallsYou can install your SMART Bridgit Server behind a software firewall, a proxy server, a hardware firewall, or a router. For optimal performance, it's important to configure your firewall ports correctly. Enable both primary and secondary TCP ports and a range of UDP ports for VoIP audio on the server.

Firewalls for the server should allow inbound communications to the server on all specified ports. Firewalls for the client should allow outbound communications from the client on all specified ports.

For best performance, allow inbound TCP and UDP traffic to the server on the default ports specified in the following table.

Default Port(s)

Type/Protocol Use

80 TCP/HTTP • Initial connection to the SMART Bridgit server to display the web page from which the users download the SMART Bridgit client.

• Initial connection to the SMART Bridgit server from the SMART Bridgit client when looking for meetings to join or when creating new meetings.

• Fallback communications method for all other SMART Bridgit functions when other ports are unavailable (lower performance than other ports).

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56 | APPENDIX A – FIREWALLS, NETWORK PORTS AND PROXY CONSIDERATIONS

Configuring Proxy Servers

You can configure your SMART Bridgit Server to work with any proxy server that adheres to the RFC 2068 HTTP standard. If you install your SMART Bridgit Server software behind a proxy server, you must create access policy rules for inbound and outbound traffic on that proxy server. You can further enhance your network security by enabling authentication, such as basic, digest or NT LAN Manager (NTLM) authentication.

If you incorporate a proxy server, configure each meeting participant’s Internet browser to allow access to the SMART Bridgit Server software.

80 TCP/SMART Bridgit

• Primary port for data, screen viewing and webcam traffic for SMART Bridgit meetings.

• If this port is limited to only HTTP protocol, SMART Bridgit attempts to use the secondary port (9933) for this traffic. If it is blocked or unavailable, SMART Bridgit uses the HTTP protocol on the primary port, which may negatively affect performance.

9933 TCP/SMART Bridgit

• Secondary port for data, screen viewing and webcam traffic for SMART Bridgit meetings.

• If this port is blocked or unavailable, this traffic uses one of the other available ports, which may negatively affect performance.

9901–9920

UDP/SMART Bridgit

• Primary port range for VoIP audio traffic for SMART Bridgit meetings.

• If this port is blocked or unavailable, this traffic uses one of the other available ports, which may negatively affect performance.

Default Port(s)

Type/Protocol Use

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Appendix B

Bandwidth and Scalability

Bandwidth UsageSMART Bridgit software performs optimally when you allocate at least 250 Kbps of network bandwidth on your server for each meeting participant, both inbound to, and outbound from, the server. For example, if you have a 1.5 Mbps bandwidth connection to your server, you can support a maximum of six concurrent participants at optimal performance (250 Kbps × 6 = 1,500 Kbps or 1.5 Mbps).

Use the following table to estimate bandwidth requirements for SMART Bridgit.

TIPMost shared desktops maintain a bandwidth load of about 60 Kbps. However, the bandwidth required for a shared desktop depends on the display’s resolution, the complexity of the content being shared and the frequency at which the content changes. For example, a shared desktop with a photographic desktop background requires more bandwidth than a shared desktop with a plain, solid colored background.

Although it’s unlikely to occur, a shared desktop with a complex photographic desktop background and frequent content changes can peak at a load of 1,800 Kbps, while maintaining an average load of 300 Kbps.

SMART Bridgit Software Resource Bandwidth Required

One shared desktop with a resolution of 1024 × 768 60 Kbps (without video)

One open microphone using the standard quality setting 30 Kbps

One open microphone using the low quality setting 23 Kbps

One open webcam with moderate activity 40 Kbps

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58 | APPENDIX B – BANDWIDTH AND SCALABILITY

Examples of Bandwidth RequirementsThe following table can help you determine typical bandwidth usage for SMART Bridgit software meetings.

Scaling SMART Bridgit SoftwareSMART Bridgit software is scalable. A SMART Bridgit Server software maintains its availability, reliability and performance when the number of meeting participants increases on the server.

SMART Bridgit Software Resource Bandwidth Required

One shared desktop with a resolution of 1024 × 768

60 Kbps

Four open microphones using the standard quality setting

30 Kbps × 4 = 120 Kbps

Four open webcams with moderate activity

40 Kbps × 4 = 160 Kbps

Total bandwidth required for each participant 60 + 120 Kbps + 160 Kbps = 340 Kbps

Total bandwidth required for all 4 participants

340 Kbps × 4 participants = 1,360 Kbps or 1.36 Mbps

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59 | APPENDIX B – BANDWIDTH AND SCALABILITY

The following table outlines SMART Bridgit software requirements for a high volume server.

ExampleSMART Bridgit Software Resources Total

Processors

Data Transfer Rate (Network Interface Card)

Maximum Client Connections

Outbound from Server Server

1 • One shared desktop with a resolution of 1024 × 768

• Four open microphones using the standard quality setting

• Four open webcams with moderate activity

340,000 Kbps

4 1,000 Mbps 1,000

2 • One shared desktop with a resolution of 1024 × 768

• Four open microphones using the standard quality setting

180,000 Kbps

4 1,000 Mbps 1,000

3 • One shared desktop with a resolution of 1024 × 768

• Four open webcams with moderate activity

220,000 Kbps

4 1,000 Mbps 1,000

4 • One shared desktop with a resolution of 1024 × 768

60,000 Kbps

2 100 Mbps 800

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Appendix C

SMART Bridgit Security Server Side SecuritySMART Bridgit software incorporates the OpenSSL library, implementing Secure Socket Layer (SSL) 3.0, to encrypt data transmitted using a TCP connection. SMART Bridgit software also incorporates the SRTP library, to encrypt audio traffic transmitted using a UDP connection, implementing SRTP. These encryptions prevent third parties from intercepting data transmitted between client and server.

When a SMART Bridgit software server starts, it generates a server certificate. The server uses this certificate to negotiate a cipher suite and a set of encryption keys with each connecting client. However, if a client is unable to negotiate a set of encryption keys with the server, no connection is established.

The cipher suite negotiated between a Windows operating system server and client is an AES256-SHA cipher suite, including RSA encrypted key exchange, digest authentication, and 256-bit SSL data encryption. SMART Bridgit software for Mac OS operating system software also implements 256-bit SSL encryption.

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62 | APPENDIX C – SMART BRIDGIT SECURITY

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Appendix D

Customer SupportOnline Information and SupportVisit www.smarttech.com/support to view and download user’s guides, how-to and troubleshooting articles, software and more.

TrainingVisit www.smarttech.com/trainingcenter for training materials and information about our training services.

Technical SupportIf you experience difficulty with your SMART product, please contact your local reseller before contacting SMART Technical Support. Your local reseller can resolve most issues without delay.

NOTETo locate your local reseller, visit www.smarttech.com/where.

All SMART products include online, telephone, fax and e-mail support:

Shipping and Repair StatusContact SMART’s Return of Merchandise Authorization (RMA) group, Option 4, +1.866.518.6791, for shipping damage, missing part and repair status issues.

Online www.smarttech.com/contactsupport

Telephone +1.403.228.5940 or Toll Free 1.866.518.6791 (U.S./Canada) (Monday to Friday, 5 a.m. – 6 p.m. Mountain Time)

Fax +1.403.806.1256

E-mail [email protected]

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64 | APPENDIX D – CUSTOMER SUPPORT

General Inquiries

RegistrationTo help us serve you, register online at www.smarttech.com/registration.

Address SMART Technologies 3636 Research Road NW Calgary, AB T2L 1Y1 CANADA

Switchboard +1.403.228.5940 or Toll Free 1.866.518.6791 (U.S./Canada)

Fax +1.403.228.2500

E-mail [email protected]

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Index

Aadministrator rights, 12Application Programming Interface (API) authorization password, 30

CCDO, 46, 48contact information, 64customer support, 55–64

Ddocumentation, 63

Ffirewalls, 15

Ggeneral inquiries, 64Global Server Network Option (GSN), 6

configuring, 32connecting to a server, 35installing, 32requirements/prerequisites, 32

Iinquiries, 64IP4/IPV6 addresses, 14, 18

MMicrosoft Windows Services administration console, 43

Oonline support, 63Outlook Add-in, 7, 46

installing, 51

Pprivate local area network (LAN), 11proxy servers, 56public domain name, 18

Rregistered domain name, 14registration, 64

Ssecurity, 13

administrator access password, 13, 26creation password, 13, 19server access password, 13, 19, 25

server status, 39server usage reports, 40SMART Bridgit Administration Tools, 38SMART Bridgit Client software, 4

audio requirements, 6minimum requirements, 5webcam requirements, 5

SMART Bridgit Server, 2minimum requirements, 3

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2 | INDEX

SMART Bridgit Software Administration Tools, 2SMART Scheduler, 7

minimum requirements, 46SMART Scheduler Server

administering, 50installing, 47

software licencing, 10, 22support, 55–64

TTCP port, 19

technical support, 63training, 63troubleshooting articles, 63

UUDP ports, 19user’s guides, 63

Wwide area network (WAN), 12

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Toll Free 1.866.518.6791 (U.S./Canada)or +1.403.228.5940www.smarttech.com