Difference between revisions of "MyViewBoard deployment"

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<section begin=EMintro />
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<!--This page is for IT admins who wish to install multiple instances of Whiteboard (Windows and Android versions) in batches (remotely, as a background process) using the Microsoft Group Policy method outlined on this page.
<div class="DTC"><center>{{FA|fas fa-users|30px|#1C1C1C}}</div>
 
The Entity Management console on [https://www.myviewboard.com myviewboard.com] provides centralized administration and setup options for the myViewBoard Entity (such as a school or company). This console is only accessible to users set up as admins. <div class="MobileOnly">Contact your account manager or [https://myviewboard.com/contact/ get in touch with us here] if you require access to this service.</div>
 
<section end=EMintro />
 
<div class="DesktopOnly">
 
{{#lst:MediaWiki:Contactpage-pagetext}}
 
</div>
 
  
 +
== Procedure ==
 +
''Click on the images to enlarge.''
  
  
''Read about the benefits of being an entity with myViewBoard here: [[myViewBoard Entity]] ''
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====Download the myViewBoard MSI installer====
 +
<ol> <li>Go to https://myviewboard.com/
 +
</li><li>Sign in with an entity management account.
 +
</li><li>Click on "Entity Management"<br/>
 +
<gallery widths="600" heights="260">
 +
File:MWSnap055.png|Click on ''Entity Management''
 +
</gallery>
 +
<br style="clear:both;">
 +
</li><li>Download the correct MSI file for your Windows version.<br/>
 +
<gallery widths="600" heights="180">
 +
File:MWSnap056.png|Download the correct MSI file for your Windows version
 +
</gallery>
 +
<br style="clear:both;">
 +
</li></ol>
  
==How to open the console==
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====Use Orca to create an MST file====
Before you can set up myViewBoard suite for your organization, you must first be registered for an entity account. This is a service offered to institutions which includes extra services and functionality such as Entity Management and [[myViewBoard Manager]].  
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<ol> <li>Download and install Orca, which is a tool for editing MSI files. <br/>https://docs.microsoft.com/en-us/windows/desktop/msi/platform-sdk-components-for-windows-installer-developers <br/><br/>
 
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</li><li>Using a file explorer, navigate to the location of the MSI file, right click on the file, and select "Edit with Orca".<br/>
# Log in to [https://www.myviewboard.com myviewboard.com] with your admin account.
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<gallery widths="600" heights="160">
# On the main page, click the Entity Management tile.
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File:1_(2).png|Right click on the myViewBoard MSI file, and select ''Edit with Orca''
 
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</gallery>
<gallery widths="490" heights="290">
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<br style="clear:both;">
File:MyViewBoard.com entity tile highlighted.png|Once logged in, the Entity Management tile is located here.
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</li><li>After Orca opens, click Transform > New Transform.  
 +
</li><li>On the left panel, click Property.
 +
</li><li>On the right panel, locate and update the ORGANIZATION value to the preferred entity name.<br/>
 +
<gallery widths="560" heights="300">
 +
File:4.png|Update the ORGANIZATION value to the preferred entity name.
 +
</gallery>
 +
<br style="clear:both;">
 +
</li><li>To verify if the entity name is correct, go to https://myviewboard.com, and then go to "Entity Management".<br/>
 +
<gallery widths="480" heights="300">
 +
File:MWSnap057.png|Get entity name.
 
</gallery>
 
</gallery>
 
+
<br style="clear:both;">
==Layout and navigation==
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</li><li>Finally, click Transform > Generate Transform to start MST creation.<br/>
 
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<gallery widths="540" heights="300">
<gallery widths="490" heights="350">
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File:2.png|Click Transform > Generate Transform to start MST creation.
File:Entity Management main UI.png|Entity Management user interface after opening the console.
 
 
</gallery>
 
</gallery>
# '''Entity List''' – Enables you to select an entity if you are the admin of multiple entity accounts
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<br style="clear:both;">
# '''Entity Name''' – The name of the currently selected Entity
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</ol>
# '''Entity Main Domain''' – The main domain registered to the currently selected Entity
 
# '''Dashboard''' – Access analytics dashboard for usage statistics
 
# '''Subscriptions''' – Access details of any additional add-on subscription services
 
# '''Domains''' – View and add additional verified domains
 
# '''Single Sign-On''' – Setup your SSO settings to connect with Microsoft Azure AD, Google G Suite, SAML or SCIM
 
# '''Users''' – Access your user list, upload CSV files or setup User Sync via SSO
 
# '''Managed Service Provider''' – provide access to a third party to manage your entity account as entity admin
 
# '''Software Instances''' – View and manage your installed software instances
 
# '''Cloud Services''' – Define which cloud services are permitted to integrate with myViewBoard
 
# '''Bookmarks''' - Customize your myViewBoard Whiteboard embedded browser favorites here.
 
# '''Manager''' – Access myViewBoard Manager for Device Management of compatible ViewSonic hardware
 
# '''Firewall Whitelisting''' – View firewall ports and whitelisting requirements
 
# '''Entity Onboarding Manual''' – Link to setup manual and support materials
 
# '''Main Window''' – This view changes depending on what is selected from the sidebar
 
# '''MSI Installer''' – Download the latest MSI installed for myViewBoard Whiteboard for Windows
 
# '''Install Instructions''' – View instructions for installing myViewBoard Whiteboard for Windows using the MSI file.
 
# '''myViewBoard Activator''' – myViewBoard Activator app for activating myViewBoard Whiteboard for Android via Google Admin Console
 
  
  
==Before Proceeding==
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==== Create an Organization Unit (Optional) ====
To successfully setup myViewBoard users and the software suite, there are several things to consider:
 
  
* '''Access''' - do you have access to Entity Management and any other required access to setup users and install or deploy the software on your systems?
 
* '''Admin Rights''' - do you have admin rights to install software and/or access to Microsoft or Google admin for user setup with Single Sign On?
 
* '''Firewalls''' - do you have the option to setup your firewall to allow myViewBoard access?
 
* '''Filters''' - do you have any web filters that need to be setup to allow myViewBoard to function?
 
* '''Whitelisting''' - are you able to whitelist myViewBoard websites and email addresses?
 
  
 +
<ol> <li>Sign in as an admin to a Windows server with a Domain Controller role.
 +
</li><li>Open Server Manager >  Tool > Active Directory Users and Computers
 +
</li><li>Right click on the domain to deploy to, then select New > Organization unit. <br/>
 +
<gallery widths="540" heights="300">
 +
File:MWSnap003.png|Right click on the domain you would like to deploy to, then select New > Organization unit.
 +
</gallery>
 +
<br style="clear:both;">
 +
</li><li>Server Manager creates a new Organization Unit. <br/>
 +
<gallery widths="600" heights="300">
 +
File:MWSnap004.png|Server Manager creates an Organization Unit.
 +
</gallery>
 +
<br style="clear:both;">
 +
</li></ol>
  
<div class="mw-collapsible mw-collapsed plus-toggle" style="overflow:auto;border:solid 1px #white; padding:8px;">
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==== Create a Group Policy to deploy the MSI and MST files ====
<div class="mw-collapsible-toggle" style="font-weight:bold;line-height:1.6;float:none;border-bottom:solid 1px #CCCCCC;">'''Firewalls'''</div>
 
<div class="mw-collapsible-content">
 
<br>'''Mandatory Requirement'''
 
<br>TCP Port 443 (HTTPS): outbound is required for general operation and activation.
 
  
'''Requirements for screen sharing'''
 
:* UDP and TCP port 3478 bidirectional to the WebRTC servers.
 
:* UDP Ports 50,000-65,535 (RTP/sRTP/RTCP) bidirectional to the WebRTC servers.
 
''There ports are optional; if blocked, media will be proxied using TURN on port 3478. The WebRTC protocol is only used for screen sharing. Verify that these ports are open on your network firewall if you wish to use this feature.''
 
</div></div>
 
  
 +
<ol>
 +
<li>Sign in as an admin to a Windows server with a Domain Controller role.
 +
</li><li>Open Server Manager > Tool > Group Policy Management
  
 +
</li><li>Right click on the corresponding Organization Unit, then select "Create GPO in this domain, and link it here..."
 +
<br/>
 +
<gallery widths="600" heights="300">
 +
File:emp1.png|Right click on the corresponding Organization Unit, then select ''Create GPO in this domain, and link it here...''
 +
</gallery>
 +
<br style="clear:both;">
  
<div class="mw-collapsible mw-collapsed plus-toggle" style="overflow:auto;border:solid 1px #white; padding:8px;">
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</li><li>Provide a GPO name.  
<div class="mw-collapsible-toggle" style="font-weight:bold;line-height:1.6;float:none;border-bottom:solid 1px #CCCCCC;">'''Whitelisting'''</div>
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<br/>
<div class="mw-collapsible-content">
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<gallery widths="600" heights="300">
'''Whitelist Emails'''
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File:MWSnap005.png|Provide a GPO name.
:*service@myviewboard.com <br>''main automated email for notifications, security, and user account information.
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</gallery>
:*letstalk@service.myviewboard.com <br>''myViewBoard Support team helpdesk email''
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<br style="clear:both;">
:*myViewBoard@news.myviewboard.com <br>''myViewBoard news and promotions''
 
  
 +
</li><li>Right click on the new GPO, then select Edit.
 +
<br/>
 +
<gallery widths="360" heights="300">
 +
File:MWSnap006.png|Right click om the new GPO, and select Edit.
 +
</gallery>
 +
<br style="clear:both;">
  
'''Whitelist Domains'''
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</li><li>A new window appears.  
:*<nowiki>*</nowiki>myviewboard.com <br>''This is required for the web applications ecosystem to function
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<br/>
:*<nowiki>*</nowiki>myviewboard.cloud <br>''This is required for proper functioning of web service resources''
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<gallery widths="380" heights="300">
:*myviewboardclips.com <br>''This allows proper functioning of myViewBoard Clips''
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File:MWSnap007.png|A new window opens.
:*<nowiki>*</nowiki>firebraseio.com <br>''Used by video and audio streaming features''
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</gallery>
:*<nowiki>*</nowiki>amazonaws.com <br>''Used by AWS services
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<br style="clear:both;">
  
''Please be sure to include <nowiki>*</nowiki> asterisks where shown above.''
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</li><li>Under Computer Configuration, select Policies > Software Settings > Software installation.
</div></div>
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<br/>
 
+
<gallery widths="380" heights="300">
 
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File:MWSnap008.png|Under Computer Configuration, select Policies > Software Settings > Software installation.
 
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</gallery>
<div class="mw-collapsible mw-collapsed plus-toggle" style="overflow:auto;border:solid 1px #white; padding:8px;">
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<br style="clear:both;">
<div class="mw-collapsible-toggle" style="font-weight:bold;line-height:1.6;float:none;border-bottom:solid 1px #CCCCCC;">'''IP Addresses'''</div>
 
<div class="mw-collapsible-content">
 
</br>myViewBoard is hosted on Amazon AWS and uses load balancing, as such the destination IP for the myViewBoard server is subject to change without notice. Therefore, we are unable to provide a fixed IP address for whitelisting purposes.
 
 
 
</div></div>
 
 
 
 
 
{{BR}}
 
 
 
==Checking and adding domains==
 
myViewBoard Entities are tied to specific registered domains. Check the "Domain" section of your Entity Management portal to see which domains are registered to your account.
 
By default, a single main domain is registered. Please check to make sure your registered domains match with your end user email addresses.
 
In some cases, you may have been assigned a virtual myViewBoard domain. An example virtual domain name will look like: <code>dnmxntk5mdm4ody0mdqw.at.myviewboard.cloud</code>
 
 
 
 
 
If any additional domains are needed, they can be added in the "'''Domains'''" section (#6 in [[Entity_Management#Layout_and_navigation|the above image]]).
 
 
 
 
 
To add a new domain, click the [[File:Entity Management Add User in domain tab button.png|55px|link=]] add button. After adding the domain, click the  [[File:Cog button Entity Management.svg|30px|link=]] cog to verify the domain. You can verify by either MX or TXT record.
 
 
 
 
 
<!--add images here?-->
 
  
 
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</li><li>Click on the right panel, then select New > Package.  
==Configure Single Sign-On==
+
<br/>
myViewBoard has the option to setup Single Sign-On (SSO) with Microsoft Azure AD, Google G Suite, SAML, and SCIM. You can configure this in the "Single Sign-On" section (#7 in [[Entity_Management#Layout_and_navigation|the above image]]).
+
<gallery widths="500" heights="300">
 
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File:MWSnap009.png|Click on the right panel above, then select New > Package.
 
 
<gallery widths="490" heights="300">
 
File:Entity management SSO configure.png|Navigation for adding a SSO service.
 
 
</gallery>
 
</gallery>
 +
<br style="clear:both;">
  
# Use the Single Sign-On Setting drop down menu to select your SSO type.
+
</li><li>Choose the myViewBoard msi file.  
# Choose the option to install myViewBoard to your SSO provider.
+
<br/>
# Login as the admin to your identity provider to grant access to myViewBoard.
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<gallery widths="600" heights="100">
# Confirm to use the Identity Provider with myViewBoard.
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File:MWSnap010.png|Choose myViewBoard msi file.
 
 
 
 
''Following the above steps, your SSO settings should now be setup and show the corresponding Tenant Name or ID''
 
 
 
<!--add images here-->
 
 
 
 
 
 
 
==Adding users==
 
Only users within a registered domain can be added. Please make sure the correct domain is setup in the "'''Domains'''" section before attempting user onboarding.
 
 
 
 
 
myViewBoard has three options for adding users:
 
* Automatically using "User Sync" from the Single Sign-On identity provider.
 
* Manually via a CSV Import.
 
* Discover Domain-related users outside the entity.
 
 
 
 
 
===User Sync via SSO method===
 
After setting up your Single Sign-On, you will see the option for User Sync.
 
# Select User Sync
 
# Sign in with the admin account for your identity provider
 
# If prompted, allow myViewBoard access to your account
 
# Choose your desired user list you wish to sync (All Users, Groups, or Units)
 
# Confirm to Sync your users
 
 
 
 
 
===Manual CSV method===
 
To manually add users to myViewBoard, you can use the provided CSV Template file to import multiple users.
 
To do this you will need to be able to open a CSV file using software such as Microsoft Excel or Google Sheets.
 
 
 
{{Note-yellow|'''Important note''' Email addresses will only be imported successfully if the email domain matches with a registered domain within the "'''Domains section'''". Please check the email addresses belong to domains that are currently registered with myViewBoard before attempting to upload the CSV file. The example below shows the registered domains within the entity, which will allow for any users within those domains to be added.}}
 
 
 
<gallery widths="490" heights="200">
 
File:Entity Management Domain List.png|Ensure that email addresses match one of the domains listed in Domains view.  
 
 
</gallery>
 
</gallery>
 +
<br style="clear:both;">
  
'''To add users via CSV file:'''
+
</li><li>Select "Advanced", and click OK.  
# Go to the "'''Users Section'''" (#8 in [[Entity_Management#Layout_and_navigation|the above image]]).
+
<br/>
# Click "'''download template file'''"
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<gallery widths="500" heights="300">
# Save and open CSV file in Excel
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File:MWSnap011.png|Select ''Advanced'', and click ''OK''.  
# Fill in all user details using the example fields
 
# Save the CSV file
 
# Click [[File:Entity Management CSV SVG.svg|70px|link=]] CSV Import to upload the file
 
 
 
 
 
===Discover Domain-related users outside the entity===
 
There may be occasion where individual users have already setup a myViewBoard account prior to the entity being established, or scenarios where users have been accidently deleted from the entity being established.
 
 
 
First open the '''Users''' view from the menu on the left, then click [[File:Entity Management Discover domain related users outside the entity.svg|300px|link=]].
 
 
 
 
 
===User Sync with Microsoft Azure AD===
 
To add users:
 
# First set up Single Sign-On via Microsoft Azure AD. You can do this in the "'''Single Sign-On'''" section of Entity Management (#7 in [[Entity_Management#Layout_and_navigation|the above image]]).
 
# Choose Azure AD from the drop-down menu
 
# Choose Sign in with Microsoft
 
# Login with your Microsoft Admin account
 
# Choose "'''Use this Azure Directory as Identity Provider'''"
 
# Click to confirm.
 
 
 
 
 
''Your setup is complete when a Tenant Name or ID is displayed with the Azure AD application ID.''
 
<!--add images here-->
 
 
 
 
 
To sync Azure AD users into your myViewBoard Entity user list:
 
# Navigate to the "'''Users'''" section on the left side menu
 
# Choose "'''User Sync with Azure AD'''"
 
# Sign in with Microsoft Azure AD Admin account
 
# Choose to sync "All Users" or a "Group"
 
# Click "Keep Previous" to keep any previous users (deselecting this will wipe all existing users during the user sync)
 
# Click "Apply" to sync the users.
 
<!--add images here-->
 
 
 
 
 
After authorizing myViewBoard with Azure AD, you will find myViewBoard-Connect installed in the Microsoft Azure Portal. This is the service used to sync users.
 
 
 
===User Sync with Google Workspace (formerly G Suite)===
 
To add users:
 
# First set up Single Sign-On via Google G Suite. You can do this in the "'''Single Sign-On'''" section of Entity Management (#7 in [[Entity_Management#Layout_and_navigation|the above image]]).
 
# Choose G Suite from the drop-down menu
 
# Choose Install myViewBoard to your G Suite
 
# Login with your Google Admin account
 
# Choose "'''Use this G Suite as Identity Provider'''"
 
# Click to confirm.
 
 
 
 
 
Your setup is complete when a Tenant Name or ID is displayed.
 
<!--add images here-->
 
 
 
 
 
To sync G Suite users into your myViewBoard Entity user list:
 
# Navigate to the "'''Users'''" section on the left side menu
 
# Choose "'''User Sync with G Suite'''"
 
# Sign in with Google Admin account
 
# Allow myViewBoard to access your Google Account
 
# Choose to sync "All User", a "Group", or a "Unit"
 
# Click "Keep Previous" to keep any previous users (deselecting this will wipe all existing users during the user sync)
 
# Click "Apply" to sync users.
 
<!--add images here-->
 
 
 
 
 
===User Sync with SAML and SCIM===
 
 
 
<div class="mw-collapsible mw-collapsed plus-toggle" style="overflow:auto;border:solid 1px #white; padding:8px;">
 
<div class="mw-collapsible-toggle" style="font-weight:bold;line-height:1.6;float:none;border-bottom:solid 1px #CCCCCC;">'''User Sync with SAML'''</div>
 
<div class="mw-collapsible-content">
 
To set up SAML with myViewBoard:
 
# First set up Single Sign-On via SAML. You can do this in the "'''Single Sign-On'''" section of Entity Management (#7 in [[Entity_Management#Layout_and_navigation|the above image]]).
 
# Choose '''SAML''' from the drop-down menu
 
# Fill in SAML URL, Logout Redirect and SAML Certificate
 
# Use Endpoint Login URL to sign in with SAML verification
 
# Set Audience URL (Entity ID)
 
# Set Assertion Consumer Service (ACS URL)
 
# Set Recipient URL in server settings
 
# Click to confirm.
 
<!--add images here-->
 
</div></div>
 
 
 
 
 
 
 
<div class="mw-collapsible mw-collapsed plus-toggle" style="overflow:auto;border:solid 1px #white; padding:8px;">
 
<div class="mw-collapsible-toggle" style="font-weight:bold;line-height:1.6;float:none;border-bottom:solid 1px #CCCCCC;">'''User Sync with SCIM'''</div>
 
<div class="mw-collapsible-content">
 
To set up SCIM with myViewBoard:
 
# First set up Single Sign-On via SCIM. You can do this in the "'''Single Sign-On'''" section of Entity Management (#7 in [[Entity_Management#Layout_and_navigation|the above image]]).
 
# Choose '''SCIM''' from the drop-down menu
 
# '''Download SCIM Instruction''' and follow steps from the documents
 
## Sign in to the [https://aad.portal.azure.com/Azure Active Directory admin center]
 
## Click '''Enterprise applications''' from the left panel
 
## Click '''New application'''
 
## Select '''Non-gallery application'''
 
## Enter a name for your application and then click '''Add''' to create
 
## In the application management page, click '''Provisioning''' and then click '''Get started'''
 
## In '''Provisioning Mode''' field, select '''Automatic'''
 
## Copy the URL and token from myviewboard.com and then paste them in '''Tenant URL''' and '''Secret Token'''
 
##* Click '''Test Connection''' to have Azure Active Directory try to connect to the SCIM endpoint. If the test fails, error information will be displayed.
 
##* If the test succeeds, click '''Save''' to save the admin credentials.
 
## in the '''Mappings''' section, there are two sets of attribute mappings: one for users object and one for groups objects. Select each one to review the attributes that are synchronized from Azure Active Directory to myViewBoard.
 
## Under '''Settings''', the '''Scope''' field defines which users and groups are synchronized. Select '''Sync only assigned users and groups''' (recommended) to only synchronize the users and groups assigned in the users and groups objects.
 
## Once your configuration is complete, set the '''Provisioning Status''' to '''On'''.
 
## Click '''Save''' to start the Azure AD provisioning service and the synchronization will be executed automatically with the defined '''Provisioning interval'''.
 
<!--add images here-->
 
</div></div>
 
{{BR}}
 
 
 
 
 
==Managing users==
 
The initial account created for the entity is an Owner account. This has admin rights and cannot be changed.
 
For all other users, myViewBoard has two types of roles:
 
# User: a standard user without access to the Entity Management console.
 
# Admin: has access to Entity Management to change settings.
 
 
 
 
 
These roles can be configured by selecting '''Users''' in the left side menu, and then clicking the drop-down menu in each user row.
 
<gallery widths="300" heights="200">
 
File:Entity Management change user value.png|Change user privileges using the drop down menu in the user section.  
 
 
</gallery>
 
</gallery>
 +
<br style="clear:both;">
  
Also in this row there are buttons to [[File:Entity Management Reset Password.svg|120px|link=]] '''Reset Password''' for a user, and [[File:Entity Management Delete user button.svg|60px|link=]] '''Delete''' a user.
+
</li><li>Go to the Modifications tab, and click Add.  
 
+
<br/>
 
+
<gallery widths="320" heights="300">
Clicking on a user reveals activity logs for that user.
+
File:MWSnap012.png|Go to the Modifications tab, and click ''Add''.
<gallery widths="640" heights="400">
 
File:Entity Management Login history for Users (1).png|Login History is displayed for each user after clicking on the user.
 
 
</gallery>
 
</gallery>
 +
<br style="clear:both;">
  
==Software instances==
+
</li><li>Choose the myViewBoard MST file we just created.  
<div class="mw-collapsible mw-collapsed plus-toggle" style="overflow:auto;border:solid 1px #white; padding:8px;">
+
<br/>
<div class="mw-collapsible-toggle" style="font-weight:bold;line-height:1.6;float:none;border-bottom:solid 1px #CCCCCC;"><b>What is a software instance?</b></div>
+
<gallery widths="600" heights="100">
<div class="mw-collapsible-content">
+
File:MWSnap013.png|Choose the myViewBoard MST file.
A software instance is any instance of installation of Whiteboard (both Android and Windows versions). If the Whiteboard software is deleted and reinstalled, it will count as a separate instance as it will have to be activated again (requiring a new name and ID).  
 
 
 
 
 
 
 
</div></div>
 
 
 
<br>
 
<gallery widths="600" heights="400">
 
File:Entity Management software instances2.png|All instances registered to your entity domain will appear in Entity Management.
 
File:Whiteboard name and instance ID info from settings2.png|Whiteboard name and instance ID can be viewed in Whiteboard: settings : info.
 
 
</gallery>
 
</gallery>
<br>
+
<br style="clear:both;">
 
 
===How to download and install instances of Whiteboard===
 
Whiteboard can be downloaded from the myViewBoard website [https://myviewboard.com/download/|here]. This page link includes MSI files for Windows, and APK for Android. The Android version can also be downloaded and installed from the Google Play store (search "myViewBoard Whiteboard").
 
  
If using a ViewSonic ViewBoard, Whiteboard is likely preinstalled on the inbuilt Android OS.
+
</li><li>Click OK.
 
+
<br/>
{| class="wikitable"
+
<gallery widths="400" heights="300">
!colspan="3" style="background-color:#cef2e0;"|''Install Whiteboard''
+
File:MWSnap014.png|Click ''OK''.
|-
 
! style="background-color:#cef2e0;"|
 
! style="background-color:#cef2e0;" |'''''On Windows'''''
 
! style="background-color:#cef2e0;"|'''''On Android'''''
 
|-
 
! style="background-color:#cef2e0;"|'''''End-user'''''
 
! style="background-color:#f5fffa;"|Manual installation of '''MSI file''' from [https://myviewboard.com/download/ myViewBoard website]
 
! style="background-color:#f5fffa;"|Manual installation of '''APK file''' from [https://myviewboard.com/download/ myViewBoard website]<br>Download from Google Play store
 
|-
 
! style="background-color:#cef2e0;"|'''''IT admin'''''
 
! style="background-color:#f5fffa;"|Remote and background installation using '''Group Policy''': [[MyViewBoard_deployment|read guide here]]{{BR}}Command Prompt msi install ([[Entity_Management#Method 3: MSI install script to remotely activate in batches|here]])
 
! style="background-color:#f5fffa;"|''Unnecessary for ViewSonic Viewboards as Whiteboard preinstalled''
 
|}
 
 
 
===Activating software instances===
 
After installing Whiteboard (Windows and Android versions) the software requires activation for full features and linking with an entity. End users can activate the software instance of Whiteboard themselves after opening it for the first time, or IT managers can [[MyViewBoard_deployment|activate instances remotely]].
 
 
 
 
 
{{ent:Blue_note
 
|1=[[File:Warning.svg|25px|link=]] When activating instances of Whiteboard (for Windows and Android), make sure to '''use an email within your entity domain'''. This will ensure the software instance is automatically registered to that entity and will appear in Entity Management. Any user email address that is registered in the entity user list can activate the software.
 
}}
 
 
 
 
 
====''Method 1: individually activating instances by email''====
 
# The end user installs the instance of Whiteboard for Windows or Android to their device ([https://myviewboard.com/download/ link to download page]).
 
# After opening the software for the first time, follow the prompt to ''Activate'' (as an ''end-user'' if prompted).
 
#:: ''If you cannot see the Activation prompt, click the user icon in the bottom right of the screen. This will open the Activation window, or the sign in window (if already activated).''
 
# Enter an email address to receive the activation mail. The email must be within the entity domain to be registered as belonging to that entity). Also enter a whiteboard name (instance name).
 
# Open the link in the email to complete the activation.
 
 
 
 
 
 
 
 
 
====''Method 2: individually activating instances by QR code''====
 
 
 
''This is available to IT Admins. It requires using the [[myViewBoard Companion App|Companion app]]''.
 
 
 
# After installing the instance of Whiteboard, open it and select ''Entity Admin'' in the prompt.
 
# Next, use your [[myViewBoard Companion App|Companion app]] (must be signed in as an entity admin) to scan the QR code displayed.
 
# Restart the software.
 
 
 
<gallery widths="300" heights="200">
 
File:Android activation IT step 1.png|First select Entity Admin.
 
File:Android activation IT admin step 2.png|Next, scan the QR code with the Companion app. App must be logged in as an Entity admin.
 
 
</gallery>
 
</gallery>
 +
<br style="clear:both;">
 +
</li></ol>
  
  
====''Method 3: MSI install script to remotely activate in batches''====
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==== (Optional) Manually deploy Group Policy settings to clients ====
  
Whiteboard for Windows is installed from an MSI file. This can be installed in batches and as a background process, for example using Group Policy from Microsoft.
 
  
For a step-by-step guide using '''Microsoft Group Policy''', see [[MyViewBoard_deployment|Whiteboard for Windows MSI Deployment Using Group Policy]].
+
After the deployment process is complete, the group policy executes automatically according to server settings.
  
Alternately, use '''Command Prompt (as administrator)''' and execute the following to install to the device:
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However, if the administrator needs to immediately verify if group policy settings are correct, perform the following:
  
    msiexec.exe /qn /i [name of file].msi PURPOSE="Business" ORGANIZATION="Organization name"
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# First, launch a client under the domain.
 +
# Open Command Prompt.
 +
# Type the following command:
 +
  gpupdate /Force
  
  
  
{| class="wikitable"
 
!colspan="1"|Argument
 
!colspan="1"|Description
 
!colspan="1"|Required?
 
!colspan="1"|Note
 
|-
 
|PURPOSE
 
|"Business" ''or'' "Public sector" ''or'' "Education" ''or'' "Sport"
 
|No
 
|This applies the theme for Whiteboard. If not set, the default is Education. Can be changed by users.
 
|-
 
|ORGANIZATION
 
|Enter organization (entity) name.
 
|Yes
 
|If organization is registed, the installer will automatically fill in the email address of the entity administrator. The instance will be linked to the myViewBoard entity and appear in the Entity Management console.
 
|}
 
 
'''Command Prompt: msiexec options'''
 
* /qn  Specifies no UI during installation
 
* /i    Specifies normal installation
 
* For further parameters, see [https://docs.microsoft.com/en-us/windows-server/administration/windows-commands/msiexec msiexec guide]
 
 
 
===How to create and assign groups of software instances===
 
Instances can be grouped together for administrative convenience. This allows settings and jobs to be applied in bulk.
 
 
# First, click '''Software Instances''' from the side menu on the left of the Entity Management console. The new page will show a list of all instances registered in the entity. There are two ways to create a new group:
 
:: ''Option 1:'' click the checkbox next to all instances you wish to group. Then click the [[File:Entity management move.svg|20px|link=]] icon followed by [[File:Entity m template add.svg|16px|link=]]'''new group'''. Enter a name for the group and click '''Create Group''' to finalize.
 
:: ''Option 2:'' from the side menu on the left, click [[File:Entity management group 111 .svg|20px|link=]]'''Groups''', and then [[File:Entity m template add.svg|16px|link=]]'''new group'''. Enter a name for the group and click '''Create Group''' to finalize.
 
  
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----
 +
{{ent:Get_more_information}}
 +
<seo metak="myViewBoard for Windows MSI Deployment Using Group Policy" ogtitle="myViewBoard for Windows MSI Deployment Using Group Policy" ogimage="wiki.myviewboard.com/images/f/fe/Logo-filled.png" ogdescr="Instructions for entity administrators on how to install Whiteboard for Windows to multiple computers via MSI Deployment using Group Policy." />
  
===Templates===
 
A settings template can be made and applied to software instances in bulk.
 
Settings that can be applied include:
 
:: Automatically check for updates and notify users (in-app only) when there is an update available.
 
:: Enable/disable local saving.
 
:: Enable/disable sign-in.
 
:: Enable/disable  the embedded browser.
 
:: Set auto sign out duration.
 
:: Configure background.
 
:: Configure foreground.
 
  
<br>
 
<gallery widths="510" heights="400">
 
File:Entity M template.png|Assign settings templates to manage software instances in bulk.
 
</gallery>
 
<br>
 
  
===How to create a template===
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{{DISPLAYTITLE:Whiteboard for Windows MSI Deployment Using Group Policy}}
# First, click '''''Templates''''' from the side menu on the left.
 
# Click [[File:Entity m template add.svg|16px|link=]] '''''new template'''''.
 
# Enter a template name and click next.
 
# Configure the settings for the template.
 
# Click '''''Add''''' to confirm.
 
  
===How to add instances to a template===
 
# Click the template from the drop-down menu under '''''Templates''''' on the side menu on the left.
 
# In the panel that appears on the right, click the [[File:123.svg|25px|link=]] add icon.
 
# Select all instances you wish to apply the template to and click add.
 
  
To remove instances from the template, select the instances from the right panel and click [[File:Bx-reset.svg|25px|link=]] ''Reset to default''.  
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<seo metak="myviewboard" ogtitle="myViewBoard for Windows MSI Deployment Using Group Policy" ogimage="wiki.myviewboard.com/images/f/fe/Logo-filled.png" ogdescr="When a new entity is created, assigned administrators may need to install myViewBoard to multiple computers." />
  
  
  
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[[Category:Windows]]-->
<noinclude>
 
{{ent:Get_more_information}}
 
[[Category:Whiteboard for Windows]]
 
</noinclude>
 

Latest revision as of 14:53, 27 June 2022