Cloud Setup and Administration

Lifesize Technical Specialist
Technical Specialist : Deck 1

Cloud Setup and Administration
Lifesize Confidential. For Lifesize Employees

and Partner Use Only. Not for Distribution.
1 © 2018 Lifesize, Inc. All rights reserved. – CONFIDENTIAL

Cloud Setup and Administration Course Objectives

Vocabulary
Setting Up a Lifesize Cloud Trial
Administering the Lifesize Cloud Account
User Account Setup
Lifesize Cloud Client Setup

Key Lifesize Cloud Concepts - Vocabulary

• Human user and member of the Lifesize Cloud service
User • Uses Lifesize software client on a personal device
• Has a Cloud account and a Cloud extension number
• Hardware device (Icon, 220 or any other brand/model)

Terminal, Codec, Endpoint • Supports H323 or SIP, or has a Lifesize Cloud extension number
• Meeting or Virtual Meeting Room (VMR)

Meeting (VMR) • Has a Cloud extension number
• Does not have a Cloud account
Meeting • On the fly or auto-escalated meeting created by impromptu calling of other participants, adding them
to a call
• Does not have a Cloud extension number or a Cloud account
(on the fly)
• Human user, caller, invited to join a Lifesize Cloud call
Guest • Uses Lifesize software client, browser, or a Lync (Skype for Business) client, or a PSTN phone set
• Does not have a Cloud extension number or a Cloud account

Setting Up a
Lifesize Trial

Signing-up for a Lifesize Trial

The person initiating the Lifesize Cloud Trial is often also the Lifesize Cloud Administrator (Cloud Admin) or Account Manager.
An individual registers for a Lifesize trial at https://www.lifesize.com/en/solutions/cloud/trial by completing the online form. This
information is used to create the Cloud Admin account.
Note: To ensure a Lifesize Partner is associated with the registering customer, the partner must give their Personal URL or PURL
to the customer registering the trial. If the customer uses that PURL, the lead remains associated with the Partner for the entire
customer life-cycle. PURL information can be found in the Partner Portal.
PURL format: http://www.lifesize.com/cloud-trial?partnernumber=<region-partner_number>

Creating the First User Account

1. Complete the Trial form to create an Admin user for your account. After completing the form you are prompted to download
the desktop app
2. When you first sign into the desktop app, you are prompted to schedule a call. Admins can later explore the Admin Console
and add users by going to manage.lifesizecloud.com

Lifesize Trial Information

 Lifesize Cloud trials are 14 days and allow access to all
Lifesize Cloud features.
 You can create 50 user accounts.
 You can create 50 Meetings (VMRs)
 You can have 25 connections or a 25-way call per

Meeting (VMR or on the fly).
 Your trial can be extended for 14 days at a time and a

trial can be extended a maximum of 2 times. Contact
your local Lifesize Salesperson to extend it.
 Your trial comes with the following features disabled by

default. Contact your local Sales Engineer or Lifesize
Support to enable them.
- Live Streaming
- Single Sign-on

Administering
Lifesize Cloud

Connecting to the Admin Console

Connect to the Lifesize Admin Console using the following URL: https://manage.lifesizecloud.com. On the Admin Console
Dashboard, you can check the usage statistics of your Lifesize implementation.
Note: The login page does not show the password field until the email address is entered and verified. For customers using the
Single Sign-On (SSO) feature, they will be logged in after entering their email address. If a user account is not enabled for SSO,
the password field will be displayed after the user enters their email address.

Potential Issues When Accessing the Admin Console

 You must have an active Lifesize account.
 If the Admin has not given you access rights to

the Admin Console, you can only access your
personal information in the Admin Console.
 Ensure your device is authorized through the

firewall to access the lifesizecloud.com domain
on the internet.
 Ensure your User password is correct or reset

your password.
 Use a supported web browser. Note: MS

Internet Explorer browsers 9.0 or older cannot
connect to the Console

Managing Your Users

Click Directory in the left pane navigation.
 To provide users access to cloud, select the Users tab, and then click Add Users. This will invite a user to your Lifesize
account.
 Clicking the name of a user allows you to edit the user, as well as provide an individual access to the Admin Console.
 To add external contacts to populate the address books of your Lifesize users, select the Group Contacts tab, and then
click Add Group Contacts. Group contacts can include Cloud extensions, IP addresses, URIs and delimited dial strings.
They do not consume Cloud licenses.

Understanding User Access and Potential Account Issues

 Scenario: User A is the Admin, user B has access on the Admin Console, while user C is a basic user with
no access to the Admin Console.
Permissions: If user B logs in to the console, he will be able to edit the user C account, because C has
lower privileges than B. User B will not be able to edit user A. The Admin cannot be edited or changed.
Lifesize Support can assist if a change to this account is needed.
 If an email address is already assigned to a user account it cannot be assigned to another user account. The
old account must be deleted or the email associated with it changed. Contact Lifesize Support or your local
Lifesize Sales Engineer if you cannot delete or edit the user account.
 If an email address is already assigned to an Admin account (either an expired trial or a purchased
customer), the email address cannot be assigned to a new user or administrator account. In that case,
contact Lifesize Support or your local Lifesize Sales Engineer.
 Admins can either invite users to create their own accounts or use the URL included on the Invite Users
window to create an account for a user.
 If an Admin restricts the email domains authorized to create User accounts, creating an account with a
different email domain will fail.

Managing Your Cloud Meetings

Select Meetings in the left hand navigation to manage the Virtual Meeting Rooms populating the directory.
 The Meeting Owner, if specified, and the Admin can edit or delete the example meeting
shown on the left.
 If you select the Lecturer meeting type, when the designated Lecturer connects they will
see all
other participants in a continuous presence video layout. Attendees connected to the
meeting will see only the Lecturer, in full screen.
 The Moderator has the following extra features:
• Mute All allows moderators to mute the microphone of individual participants or
all participants.
Note: Once a moderator has muted any/all participants, they cannot unmute
themselves during the meeting. An indicator will be presented to participants that
have been muted by the moderator.
• Ability to hang-up any other participants in the meeting.
• Ability to end the call for all participants.
On the Meetings menu you can also define the maximum number of days a Virtual
Meeting Room can remain unused (no user connected) before being automatically
deleted. To make your Virtual Meeting Rooms permanent set this value to 0.

Managing Your Cloud Meetings

Select Meetings in the left hand navigation to manage the Virtual Meeting Rooms populating the directory.
To export a list of meetings, select the Export button.

This creates a .csv file with the following fields:
 Meeting Name
 Passcode
 Extension
 Owner
 Date Created
 Last Used

Potential Meetings Issues

The account Manager should keep in mind the following:
1. The number of Virtual Meeting Rooms (VMRs) varies with the purchased subscription.
2. Meetings can be configured in standard or Lecturer mode. If users see only themselves or always one specific
participant in the layout, ensure Lecturer mode has not been enabled.
3. If your meetings disappear, ensure the setting Number of days to keep inactive meetings is not too low for your working
environment. Only the Admin and users with Admin Console access can modify the number of days to keep inactive meetings.
Notice that Meetings used for Group Chat are considered as Active and the Last Used date is modified for each chat message.
4. If you are unable to modify the properties of a meeting from the Lifesize client, you do not own the meeting. Only the meeting
owner can edit a VMR from the Lifesize Cloud client. The account Admin can edit any meeting from the Admin Console.
5. If you are using a Lifesize account provided to you as a Lifesize partner for demo purposes, the first caller to a meeting must
be a Cloud User. For these demo accounts, meetings with only guests do not work. Lifesize accounts purchased by customers
do not have this restriction.

Cloud Recording & Streaming Overview
Record and Share
Lifesize Cloud Record and Share allows Cloud Users and Icon endpoints paired to Cloud to record calls for later viewing on a Web
portal.
• Recordings made with Record and share are stored on the Cloud service itself and can be accessed through any Internet-
connected computer.
• The following clients and endpoints can start a recording:
 Lifesize Icons paired to Cloud service

 220’s by pressing the remote’s blue button
 Mac OS and Windows Cloud clients
 Chrome and IE 11 Clients
 Mobile Apps (iOS and Android)
Streaming
Lifesize cloud Streaming allows Cloud administrators to enable the streaming functionality on any VMR within their account to be
streamed to up to 10k viewers worldwide.
Broadcasting meetings was never was so easy, we count with 54 PoP’s worldwide to transmit your content. Videos can be viewed from
any browser over the Internet.
• The following users can start a Recording and Streaming:
 VMR owner and VMR moderator

 Cross platform and browser agnostic (Mac OS, Windows, Linux, iOS and Android) || (Support in all browsers || HTML5 players)
Enabling Cloud Record and Share for Call Recording
To enable Record and Share for your Cloud subscription, log in to the Cloud Admin Console (https://manage.lifesizecloud.com)
with your administrator credentials, and then click Advanced Settings > Features and Options > Record and Share >
Enable Recording.
Notes:
• You can record during a call. You can simulate out-of-call recording, where only your video and audio are recorded, by
calling an empty Meeting (Virtual Meeting Room) and recording the call.
• When Cloud Record and Share is enabled all Cloud Users are allowed to record. There are no granular user-based
restrictions.

Playback with Record and Share
Lifesize Cloud Record and share supports on-demand and live content streaming.
Recordings are available for playback in the following ways:
• Playing the video from the Cloud User Console: https://manage.lifesizecloud.com
• Sending a private link to one of your company’s Cloud Users
• Sending a public link to anyone (no authentication will be required to view the video)
Cloud Recording and Share videos include the presentation embedded in the main video.

Managing Recordings
When recording is enabled, any user can access recording from the Lifesize client or from
manage.lifesizecloud.com. The following tabs are displayed:
• Video Feed – Show all recordings available to you.
• My Videos – Shows recordings created by you and recordings of your Meetings (Virtual Meeting
Rooms).
• Watch List – Shows all recordings you have added to your personal Watch List.
Recordings can be sorted by:
• Date – filtering to show recordings from today, this week, or this month.
• Number of views.
• Number of likes.
• Meeting (Virtual Meeting Rooms) – VMR recordings are like channels where recordings are
available for viewing.
Users accessing Amplify can:
• View recordings in which they participated to the recorded call and recordings where they were
allowed access by the owner.
• Like a recording - Notice that within Amplify videos can be sorted by the number of likes.
• Add a video to their Watch List.
Managing Recordings
In addition to the User rights listed on the previous slide, the Owner of a recording can:
• Define which Cloud Users can view the recording from their Cloud User Console,
share with an entire group or specific users. Share Edit Download Watch List
• Edit recording properties: Delete
• Edit recording title and description, including the ability to assign
the recording to another Meeting or VMR (another channel).
• Download the recording in mp4 format.
• Add it to your Watch List.
• Delete the recording.
• Share the private link for the

recording – Allows all Cloud
Users to view the recording
after authenticating
• Share the public link for the
recording – Allows anyone to
view the recording

Who Owns the Recording by Default?
Who is the owner of a recording?
• If a meeting is recorded, then the owner of the virtual meeting room is the owner of the recording
• If an ad-hoc call (Peer-to-Peer or auto-escalated call) is recorded, then the owner is the user who clicked the record button
• If a Lifesize Icon terminal paired to Cloud is used to record, you will see a pop-up menu on the Lifesize Phone 2G or Phone
HD with a list of all Cloud Users. Choose which one will be the owner of the recording.

Enabling Live Streaming for a Meeting
• As administrator or Super user login into

https://manage.lifesizecloud.com and navigate to the
meetings tab, search for the meeting you would like to
enable or create a new one.
• Click on to edit the meeting

• Go to the Streaming tab, and click Enable Live
Streaming
• Choose Enable Questions (chat) and decide if questions
will ne auto-approved or if the moderator shall approve
the questions before publishing.
• Live stream Viewing Permissions:
• Public (anyone can watch)
• Private (PIN protected)
• Group Only (only users in your Cloud account)
• Then copy the link and share it with your users
• Hit save
NOTE: Only the meeting owner or the moderator can
start the live stream

Starting a Live Stream When in a Call
• Once you, as meeting owner or moderator, have joined

the VMR, navigate with a browser to the link provided
• You need to login with your user account by clicking on
Sign in with my Lifesize account.
• Once logged in with your account click “Enable stream”

to being streaming
NOTE: When enabling streaming the call will be

automatically recorded. If you stop the stream the call
will no longer be
Recorded

Potential Issues with Lifesize Cloud Record and Share
You cannot find the recorded video
 Do you have access to the video? If you were not part of the recorded call, then the recording owner must share
the recording with you.
 Was the recording made by an Icon associated to a Conference Room Cloud account? If yes, then the recording
owner is chosen on the menu presented when you start the recording. Recordings made by Icons assigned to a
user account belong to the assigned user.
 Has the recording finished? While the recording is ongoing the video is not available.

Managing the Endpoints Paired to Your Account

On the Video Systems menu you can view information about the Icons and 220 endpoints paired to your Cloud. Clicking on the link
below will access the Icon configuration web page. (You must be on the same network as the Icon).

Managing the Endpoints Paired to Your Account
Note: If the endpoint has a Lifesize Phone HD connected, clicking the above link allows the home screen of the phone to be
customized.

Customizing the Phone HD
• You can configure the touch screen wall paper, button

layout, and time zones.
• You can configure one PhoneHD, many PhoneHDs, or
all PhoneHDs at once.
• You can choose from one of the pre-defined wallpapers
or upload a custom wallpaper. Supported image
formats: JEG, PNG. Image size 1Mbyte maximum.
Resolution 800x480 minimum.
• Each of the time zones may be set to ”none” or choose
from one of the time zones in the drop down list. You
can also rename the time zone to be more specific to
your location.
• You can customize the buttons layout on the Phone HD
home screen. You can remove all of the buttons or
choose to display up to 8 at a time. Any of these buttons
may be defined as speed dials.
Calendar Integration (One-Click Calling)

Lifesize Icon and Lifesize Phone HD
For certain Lifesize subscription plans, Lifesize Icon and Lifesize Phone HD can receive a list of
today’s and tomorrow’s meetings.

Calendar Integration (One-Click Calling)

Lifesize Phone HD Customization
The Schedule button can be added to the home
screen of Lifesize Phone HD in the same manner
as described in the previous slides.
For deeper technical details, please view the Sales

Engineering Advanced Guide on Calendar
integration here:
https://community.lifesize.com/docs/DOC-3993-
sales-engineering-advanced-guide-icon-
calendaring-integration
And Online Help here:

https://www.lifesize.com/en/app-
help/admin/calendar-integration/manage-calendars

Managing Calendar Integration

Account managers can manage calendars for all of the video systems in their Cloud
group from the Video Systems page of the web console.
 Select next to the video system you want to manage. This will open the Advanced Settings window.
 Select the Calendar tab. To search for and subscribe to your Icon calendar, click Subscribe. If already set,
the current calendar subscription will be shown.


Account managers can manage calendars for all of the video systems in their Lifesize
account from the Video Systems page of the web console.
 If this is the initial setup, select your calendar provider and follow the instructions.


Account managers can manage calendars for all of the video systems in their Lifesize
account from the Video Systems page of the web console.
 After initial setup, you can search your organization’s calendars. Select the calendar you want, and then
click Subscribe.
 If you want to change the calendar, click Unsubscribe and start over.


Once the Icon is subscribed to a calendar you will see the list of scheduled meetings for
the next 2 days. You will also receive a pop-up notification at the start of any Lifesize
meetings.
Learn more about meeting notifications and other Calendar FAQs.

Advanced Settings – Access and Profile

Click your account name and then select Advanced Settings on the menu.
Subscription plan and status.

Total Users displays the number of accounts purchased (this will show 0 on Cloud trials and
Cloud demos provided to partners
Active Users displays the number of accounts registered and in the database
Language preference used

throughout the Admin
Console when connected
with the admin account.
Note: Some Lifesize subscription plans are able to

oversubscribe the number of purchased accounts. For
example, an account licensed for10 accounts, might
have 13 accounts in the database. However Lifesize
Partners and other subscription types cannot
oversubscribe.

Advanced Settings – Features and Options
Select Features & Options on the left, then you can define
the video layouts for your Virtual Meeting Rooms as well as
the language for your meeting invitations.
Note: Video layout selection is not available for auto-
escalated or on-the-fly meetings. These impromptu
meetings always use Option 1.
If your account is enabled with Record & Share, you can

globally allow or disallow recording and public sharing of
recorded videos in the Record and Share section.


The Phone Numbers section allows you to select up to three
phone numbers that appear in meeting invitations and on the
Call Me page for guest users.
The main number also appears in the My Info screen in the
Lifesize app, Icon, and phone.
The language for the group can be set under the Group Language section
and affects the email sent by the Cloud service.
• Desktop and mobile clients use the language setting of the operating
system.
• Lifesize Cloud WebApp uses the Chrome browser language setting.
• Lifesize Icons and 220s use the language set in the endpoints’ Web user
interface.
• The Call Me page uses the language set in the browser used to access
it.
• The IVR language depends on the language set on the client or
endpoint accessing it.
• Google Chrome Extension uses the Chrome browser setting.

Continuing down the Features and Options window, you will see the
following settings:
• Enable Lifesize Icon event alerts. Icon health alerts will be directed to
the email address entered.
Tip: Consider sending email alerts to a dedicated email account. For large
organizations with multiple Icons deployed, consider sending email alerts
to your ticketing system.
• Enable or disable the chat feature for your entire Lifesize account by
checking or clearing the Enable Chat checkbox.
• Define valid email domains for users creating their accounts by entering
them in the Restrict new users to these domains field. You can use
this to limit or deny access to unknown domains.


• Add a Icon Custom Background Image
 Max Resolution = 1920 x 1080
 File format = PNG
 Max File size = 5MBDefine
• Integrate with Slack or HipChat

 For Slack integration, click “add to Slack”, select the Slack team
in which to install the integration and click “Authorize”
 For HipChat integration, click “add to HipChat”, login to your
HipChat account and select the room where you would like to
install the integration. The integration can be installed into
individual rooms or globally into all rooms

Lifesize Icon Event Alerts
Icon Event Alerts utilizes data analytics to give IT pros the ability to get systems
back up and running before team members even know they are down. Upon
enablement, an organization will have the following added benefits:
• Proactive Response – Early notification so IT admins can resolve issues

before meetings are impacted
• Complete Control – Know when there is an issue with a Lifesize
Icon anywhere in your organization
• Simple Experience – 24/7/365 real-time alerts sent to a dedicated inbox or
integrated with a help-desk ticketing system

Lifesize Icon Event Alerts
Lifesize Icon Event Alerts include the following:

Event Type Event Description
Offline This Lifesize Icon has been offline for longer than 3 minutes.
This Lifesize Icon has been offline for longer than 40 minutes after a software upgrade
Offline
started.
Microphone Disconnected The microphone has been disconnected for longer than 3 minutes.
Display Disconnected The display has been disconnected for longer than 3 minutes.
Camera Disconnected The camera has been disconnected for longer than 3 minutes.
SIP2 Registration Failed The SIP Registrar 2 has been disconnected for longer than 3 minutes.
High Audio/Video Packet Loss The call experienced audio/video packet loss greater than 3%.
Critical Audio/Video Packet Loss The call experienced 100% audio/video packet loss.

Advanced Settings - Network

Select Network on the left to view the list of active Lifesize Cloud servers. You may need to whitelist them on your firewall.
Authorizing traffic to the listed servers may not be enough. Traffic to other complementary servers not listed in the Cloud Admin
Console may also be required. Refer to the dedicated slide in the Reference Documentation deck listing all the following
complementary servers.
• Lifesize Cloud servers (user registration, call signalling, and call media)
• Lifesize Cloud Firmware Download servers – store the Cloud client software, firmware versions for Icon and 220 endpoints paired
to Cloud as well as the Google Chrome Extension and MS Outlook Add-in
• Cloud Admin Console – provide access to the Administration Console as well as the pairing code required to pair Icon and 220
endpoints
• Microsoft Lync gateways - enable calls from Lync / Skype for Business clients

Potential Firewall Issues

Configure your firewall to allow traffic towards the Lifesize Cloud servers IP addresses. The following
discussion in the Lifesize Community can help: https://www.lifesize.com/en/app-help/admin/getting-started/ip-
address-list
If your firewall supports DNS resolutions, we recommend allowing traffic to the following Cloud servers by
domain instead of IP addresses, as those server IPs can change.
• Firmware Download Servers (cdn.lifesizecloud.com);
• Cloud Admin Console (manage.lifesizecloud.com)
Consider the following if you must change your firewall rules:
• When the firewall resolves the lifesizecloud.com domain it will learn a single IP address (not all Cloud node
IPs). The Lifesize Cloud client and Lifesize endpoints paired to Cloud can contact that IP address and
request the list of IPs of all active nodes. This is done through a proprietary mechanism, which the firewall
cannot reproduce.
• Firewalls that do support rules based on DNS names, but perform a Reverse DNS lookup, may block the
traffic towards Lifesize Cloud. Some Lifesize Cloud domains are aliases pointing to servers hosted in IBM
Cloud data centers. These IP addresses do not belong to Lifesize. A Reverse DNS lookup will return a IBM
Cloud host name. Some firewalls may consider this a security risk and block traffic.

Advanced Settings - Network

At the bottom of this page, you can download MSI files
for both the Lifesize client software and the Lifesize
Outlook Add-in. MSIs aid IT in distributing software to
end users.
These MSIs are only available on this page

Single Sign-On Overview Customer Network
Based on SAML 2.0 protocol
1. Identity Provider (IdP) keeps in synch with customer

directory server.
2. User identifies themselves using email (no password).

1
Internet
3. Lifesize Cloud sends an authentication request to the
customer IdP.
4. IdP requests user credentials (password, token,

smartcard, et cetera) and validates the response. 5
4
3
5. IdP tells Lifesize Cloud to allow user to connect to the
service. 6
6. Lifesize Cloud authorizes the user connection.

2
Single Sign-On Overview Customer Network
Based on V2.0 or V3.0
1. User identifies themselves using email (no

password).
2. Lifesize Cloud sends an authentication request to the DMZ

customer AD through its ADFS Proxy.
ADFS Proxy
3. AD requests user credentials through the ADFS

Proxy and validates the response.
Internet
4. AD tells Lifesize Cloud to allow user to connect to the
4
service. 2 3
5. Lifesize Cloud authorizes the user connection. 5
1
Advanced Settings Menu – SSO Configuration (continued)

Single Sign-On Introduction
 Certain Lifesize subscription plans support Single Sign-On (SSO) leveraging any SAML 2.0-compliant third-party identity
provider (IdP). When interfacing with Active Directory you can achieve SSO through Active Directory Federation Services
(ADFS).
 The domain used by the Lifesize Admin account must be the same as the domain chosen for SSO.
 Users logging in to Lifesize with the domain associated with SSO are automatically redirected to their IdP or to their ADFS
for authentication. For those Users, passwords are not transferred or in any way transmitted to the Lifesize Cloud servers.
Users in domains not associated with SSO are presented with the standard authentication to the Lifesize Cloud servers.
 The SAML 2.0 authentication mechanism uses cookies. Once a user logs into the service, the authentication cookie has a
given validity period, allowing a user to remain logged-in. Once the cookie expires, the user will be prompted to login again.
EXAMPLE: Illustration showing Lifesize Cloud SSO via 3 rd party IdP

‘Okta’.
SAML 2.0
Identify Provider Customer’s LDAP solution
(example = Okta)

Advanced Settings Menu – SSO Configuration (continued)

To Setup SSO for your Lifesize Account:
1. Decide which SAML 2.0 compliant IdP solution you’re going

to use, whether it is a 3rd party IdP or Microsoft ADFS. If
using a 3rd party IdP, you must first subscribe to to this IdP
service.
2. Ask your 3rd party IdP for the required information to connect
your Lifesize Cloud service. Refer to the Configuring your
IdP section on the following online document:
https://www.lifesize.com/en/app-help and navigate to Admin
> SSO Configuration.
3. After logging in to the Lifesize Admin Console with your

Admin account and navigate to Advanced Settings > SSO
Configuration.
4. Enter the required information provided by the IdP and click

Test to validate to connection to that IdP.
5. When the test is successful, select Enable in the Enable

SSO section and then click Update.

SSO on the WebApp Client

1. Navigate to https://webapp.lifesizecloud.com with a compatible browser, for example, Chrome.
2. Enter your email address associated with your IdP:
 If you have already authenticated to your IdP, you can immediately start using the Webapp. Your browser will
already have a valid authentication cookie.
 If you have not authenticated to your IdP, you are redirected to the IdP authentication page. Authenticate and you
can then start using the client (your browser will automatically download a new valid authentication cookie).
3. If your email address belongs to a domain not SSO-enabled, your credentials will be authenticated against the Cloud
servers instead.

SSO on Cloud Installable clients

If you have authenticated to your IdP, you will not be asked to re-authenticate, even if you close the Lifesize Cloud
client and reopen it. This is possible due to the cookie-based authentication used by the client.
Opening the Lifesize Cloud client without being logged in to the IdP:
1. Open your Lifesize Cloud client and enter your email address.
2. The default web browser opens to the IdP authentication page. Authenticate on that page.
3. You can now start using the Lifesize Cloud client.

Lifesize Cloud Single Sign-On (SSO)

Prerequisites for SSO integration
• SSO SAML v2 supported with the following IdPs:
Microsoft ADFS 2.0 / ADFS 3.0, Microsoft Azure, Okta, Ping Identity,
OneLogin, Salesforce Identity, Open IAM, Bitium, Stoneware, Google Apps
• Reference documentation and tutorial:
https://www.lifesize.com/en/app-help/admin/single-sign-on

Help and Alerts

• Click the ? to access the Lifesize online help documentation.
• Click the bell to see the latest administration information regarding your Lifesize Cloud implementation, for example, the last
person who activated their account.
• Click the megaphone to see important announcements from Lifesize.

User Account
Setup

Users Create Their Own Accounts

1. Your invitation is sent to the individual you want to activate their account containing a link to create an account.
2. The invitee provides the required information on the Let’s set up your new account
window, and then clicks Sign Up.

Users Create Their Own Accounts

You can find registered accounts in the Lifesize Admin Console in the Directory.

Users Manage Their Own Accounts

Users can manage their accounts by navigating to
https://manage.lifesizecloud.com, signing in, and
then clicking their name at the top right. In the left
pane, click Profile.
The user can edit the following:

• Language for the user when connected to Admin Console
• Display Name
• Email associated with the account, if not SSO
enabled
• User password, if not SSO enabled

Lifesize Cloud
Client Setup

Download the Lifesize Desktop Client

Download the client in one of the following ways:
• Navigate to https://call.lifesizecloud.com/downloads
and download the client for your OS version.
• On your email/calendar invitation to join a Lifesize
Cloud call:
• Once downloaded, follow the typical process to
install an application

Lifesize Client Advanced Settings – Mac and Windows

The first time you login, you will be prompted to configure camera and microphone. You can change these settings anytime: Click
Lifesize>Settings (Mac) or File>Settings (Windows) and then click Audio, Video and Language Settings.
Select the camera, mic, and

speakers to be used by the client

Lifesize Cloud Client Setup – iOS/Android

Complete the following procedure to install the Lifesize app on a mobile device:
1. Download the app from the Apple Store or Google Play store. Search for Lifesize.
2. Click on Install.
3. When the installation completes, click Open.

Lifesize Client Advanced Setting – iOS

From the iOS Settings menu you can adjust the following
settings

Cloud Setup and Administration

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Cloud Setup and Administration

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Lifesize Technical Specialist

Technical Specialist : Deck 1

Lifesize Confidential. For Lifesize Employees

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Cloud Setup and Administration Course Objectives

Setting Up a Lifesize Cloud Trial

Administering the Lifesize Cloud Account

User Account Setup

Lifesize Cloud Client Setup

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Key Lifesize Cloud Concepts - Vocabulary

• Hardware device (Icon, 220 or any other brand/model)

• Meeting or Virtual Meeting Room (VMR)

3 © 2018 Lifesize, Inc. All rights reserved. – CONFIDENTIAL

4 © 2018 Lifesize, Inc. All rights reserved. – CONFIDENTIAL

Signing-up for a Lifesize Trial

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Creating the First User Account

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Lifesize Trial Information

 You can create 50 user accounts.

 You can create 50 Meetings (VMRs)

 You can have 25 connections or a 25-way call per

 Your trial can be extended for 14 days at a time and a

 Your trial comes with the following features disabled by

7 © 2018 Lifesize, Inc. All rights reserved. – CONFIDENTIAL

8 © 2018 Lifesize, Inc. All rights reserved. – CONFIDENTIAL

Connecting to the Admin Console

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Potential Issues When Accessing the Admin Console

 If the Admin has not given you access rights to

 Ensure your device is authorized through the

 Ensure your User password is correct or reset

 Use a supported web browser. Note: MS

10 © 2018 Lifesize, Inc. All rights reserved. – CONFIDENTIAL

Managing Your Users

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Understanding User Access and Potential Account Issues

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Managing Your Cloud Meetings

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Managing Your Cloud Meetings

To export a list of meetings, select the Export button.

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Potential Meetings Issues

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• The following clients and endpoints can start a recording:

 Lifesize Icons paired to Cloud service

• The following users can start a Recording and Streaming:

 VMR owner and VMR moderator

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Recordings are available for playback in the following ways:

• Playing the video from the Cloud User Console: https://manage.lifesizecloud.com

• Sending a private link to one of your company’s Cloud Users

18 © 2018 Lifesize, Inc. All rights reserved. – CONFIDENTIAL

• Share the private link for the

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Who is the owner of a recording?

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• As administrator or Super user login into

• Click on to edit the meeting

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• Once you, as meeting owner or moderator, have joined

• Once logged in with your account click “Enable stream”

NOTE: When enabling streaming the call will be

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You cannot find the recorded video