iVisit Presenter: Getting Started

Installing iVisit Presenter

Download for Windows

• Click here to start downloading iVisit Presenter. You can save the installer anywhere on your computer.
• When the download is complete, launch the installer.

Install Presenter

• When you launch the installer you will be greeted by the welcome screen. Click "Next" to continue.

• In order to install iVisit Presenter, you must agree to the License Agreement. Select "I accept the agreement" and click "Next" to continue. If you do not accept, you will not be able to install iVisit Presenter.

• Select the folder where you would like to install Presenter. Click "Next" to continue.

• Choose if you would like to create a desktop icon for Presenter, then click "Next" to continue.

• Press "Install" to continue.

• You will be prompted to set iVisit Virtual Printer as your default printer. Choose "Yes" or "No" to continue.

• When installation is complete, click "Finish" to continue.

Register and Activate Account

• If you do not already have an account, you will need to create one and activate it from within iVisit Presenter. If you already have an account, skip to the "Logon" step below.

Register and Activate Account

• To register an account, launch iVisit Presenter and click the "Create new account?" button.

• Enter and confirm your e-mail address, then choose a unique iVisit username. Click the "Create Account" button to continue.

• An email from 'accounts@ivisit.com' with your temporary password will be sent to the e-mail address used to register in the previous step. Once you have received this e-mail, click "Next."
  
  Note: If you do not receive the email, check your spam filters or click the "Resend Temporary Password" button.

• Enter your username and the temporary password you received via email, then enter and confirm your new password. Click "Set New Password" to continue.

• Congratulations! Your account is now active and you can login to iVisit.

Logon to iVisit Presenter

• Once you have registered and activated your account, you can logon to begin using iVisit Presenter.

Logon

• Launch iVisit Presenter. At the logon window, enter your Username and Password and click "Logon". To remember your username, password, or login automatically, check the available options.
  
  Note: You can access the Login window anytime within Presenter by selecting "Login" from the File menu.

Add Contacts and Call Them

• In order to video chat or use sharing tools, you must add a contact to your Address Book and call them.

Add Contact to Address Book

• Type the username of the contact you wish to add and press the "+" button. Note that some users require you to know their 4-digit security code in order to add them. If such is the case, add them using the format "username.####".

Call Contact

• If you have added a contact to your Address Book and they are online, a green dot will appear next to their username. Click their username to continue.

• Once you click their username you will have the option to Call them, Message them, or Delete them from your Address Book. Click "Call" to continue.

• If the contact accepts your call, you will be automatically connected and can begin video conferencing and using sharing tools.

In-Call Functions

In-Call Functions

• Push to Talk: To send audio, simply press the "Push to Talk" button on your local AV window and speak into the microphone. You can also press the button using the <ctrl> key.

• Adjust Volume: To start adjusting audio levels, press the "Volume" button on your local AV window.
• Adjust speaker and microphone volume using the sliders. Use the indicator bars to the right in order to obtain optimal volume levels.

Join Room / Multiparty Meeting

• Joining a room allows you to host or attend a multiparty meeting. There are two ways to join a room, and both are described below.
• Note that hosting a multiparty meetings requires a paid multiparty account, but guests can join free. Click here to upgrade your account.

Joining a Room

• To join a room, go to the Address Book and click on the contact's name who is hosting the room you would like to join. If they are not already in your contact list, you must add them.

• Select "Join Room" from the list of options.
• Note: If you do not see the "Join Room" option, then this contact does not have a paid multiparty account and cannot host a room.

• After joining a room you will be able to video conference with all active participants.

Adding/Joining a Room through Places

• Alternatively, you can add or join a contact's room by going to the Address Book and then clicking the "Places" button.
• Type the person's room you would like to add in the format "home.<username>.####". Note that you must know their 4 digit security code to add their room.

• Their room will appear in your Address Book. Click on their home to open it.

• At the next screen, click "Chat Room" and then click "Join this room" to join.

• After joining a room you will be able to video conference with all active participants.

Sharing Tools

• While in a live call or meeting you can share your desktop, presentations, documents, applications, browser, and more.

Share Presentations, Document, or Spreadsheet

• While in a live call or meeting, you can share Office files such as PowerPoint presentations, Word Documents, or Excel Spreadsheets.
• Click the Sharing Tools button and select "Presentation".

• Select the file you wish to share from the dialog window.
• Supported Office files include Word Documents (.doc, .docx), Excel Spreadsheets (.xls, .xlsx), and PowerPoint Presentations (.ppt, .pptx).
• Click "Open" to continue.

• The selected file will open in a new tab and be visible to all participants in a meeting. To stop sharing this file, simply close the tab.

Share Application

• You can share any application such as Adobe Photoshop, Microsoft Excel, or Mozilla Firefox while in a live call or meeting.
• Click the Sharing Tools button and select "Application".

• Select the application you wish to share from the window. If you do see the desired application, ensure it is currently running on your computer.
• Click "OK" to continue.

• The selected application will open in a new tab and be visible to all participants in a meeting. To stop sharing this application, simply close the tab.

Share Desktop

• While in a live call or meeting, you can share your entire Desktop.
• Click the Sharing Tools button and select "Desktop".

• Your desktop will open in a new tab and be visible to all meeting participants. They will also see any file or application you open while sharing your desktop.
• To stop sharing your desktop, simply close the tab.

Co-Browsing

• While in a live call or meeting you can share your browser window with all participants.
• Click the Sharing Tools button and select "Co-Browse".

• Your browser window will open and be visible to all meeting participants. They will also see any website you navigate to.
• To stop sharing your browser, simply close the tab.

 

Recording Sessions

• While in a live call or meeting you can record the video, audio, chat text, Desktops shared, Presentations made and files transferred.
• To enable Recording click the red dot in the AV window to reveal the Recording menu, then check "Others may record me". All participants who are willing to be recorded must select this option.
• You have the option to 'Record Self' (just your own AV window) or 'Record Connections' (everyone you are connected to who is allowing Record).

Start Recording

• Click the red dot in the Recording sub/menu to start recording, it will change to a black square (stop button) while recording is active.
• When others attempt to record you a window will pop up asking your OK

Pause Recording

• Click the [ II ] button to pause recording, click it again to resume recording.

Stop Recording

• Click the black square to stop recording, a "Save As" window will open asking you to name the IVB recording and nominate the save location, the default is Recording.IVB. You must use the .IVB extension for this type of file.

Playback Recording

• You can double-click the Recording.IVB file and it will load in iVisit and play
• Go to the top menu bar File/Playback Recording then select the file in the pop-up window.

Convert Recording to QuickTime Movie

• With an iVisit Premium (Plus) account you can convert .IVB Recordings into QuickTime movies during playback.
• In the AV Window Recording menu click the wrench/spanner icon to see the Options, check "Save as QuickTime Movie" then play back the Recording.IVB, when it has finished playing you will see Recording.MOV in the same folder as the original.
• Note: When converting to QuickTime movie all the video and audio streams of the session are converted, if multipe participants the final movie will be a 'patchwork' of their audio-video streams - chat text, desktops, file shares and other aspects of the meeting are NOT converted.