cloudsoar 3c virtual application system user manual v2.1.0

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Cloudsoar Networks Inc.

Cloudsoar 3C

Virtual Application system

(Enterprise Edition)

User Manual


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Copyright Statement

Unless permission is given by Cloudsoar Networks Inc., any

arbitrarily addition and deletion, adaption, excerpt, translation, reprint and

revision of partial or the whole contents in the User Manual by any unit

or individual in any way is not permitted. The copyright to the User

Manual is owned by Cloudsoar Networks Inc.


March, 2014

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Preface

About the Manual

According to functional differences, products of Cloudsoar 3C virtual application

system can be divided into the standard edition and the advanced customization

edition. Based on 2.1.0 version of the Cloudsoar 3C virtual application system, this

Manual will introduce details on the major functions, operations and maintenance

methods of the Cloudsoar 3C virtual application system, which will help you to

understand the system quickly, and apply it flexibly and effectively. For the usages of

the standard edition, please refer to its functions in the manual. Please note whether

the manual has been updated. In the case where practical application is different from

the images and examples shown in the Manual, the practical application configuration

shall prevail. Do not copy.

Applicable Subject

The Manual is suitable for personnel in implementation, application and

maintenance, as well as those who want a deeper understanding of the Cloudsoar 3C

virtual application system of Cloudsoar Network. It can also be used as reference data

for technical and sales personnel.

How to Use

Based on the practical application scenario, this Manual introduces the functions

and configuration procedures of each module in detail. By implementing practical

application while following the Manual, you will quickly grasps the configuration and

deployment of Cloudsoar 3C virtual application system. If you are an administrator

who has no knowledge of Cloudsoar 3C virtual application system products, but

possesses basic computer knowledge, you may learn step by step by following the

installation and deployment to management application of the Manual, and implement

actual operation as per the operating steps.

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Revised Version

Date Version Instructions Author

2014-03-04 2.1.0 Preliminary Draft

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Content

Ⅰ.Register and Download ............................................................................................................- 6 -

1.1 Register Cloudsoar 3C Account .......................................................................................- 6 -

1.2 Software Download .........................................................................................................- 7 -

Ⅱ. Installation and Deployment ...................................................................................................- 8 -

2.1 Installation of Single Server Mode ..................................................................................- 8 -

2.2 Installation of Multi Server Mode ................................................................................ - 13 -

2.2.1 Installation of Master Server ............................................................................. - 14 -

2.2.2 Installation of Slave Server ................................................................................ - 16 -

2.3 Cloudsoar 3C console Login ......................................................................................... - 17 -

Ⅲ. User Management................................................................................................................ - 18 -

3.1 Creating a Domain User ............................................................................................... - 18 -

3.2 Creating a Local User .................................................................................................... - 21 -

Ⅳ. Application Management ..................................................................................................... - 22 -

Ⅴ. Internet Behavior Management ........................................................................................... - 26 -

Ⅵ. Client Settings....................................................................................................................... - 28 -

Ⅶ. Security Policy ...................................................................................................................... - 29 -

Ⅷ. Share, Home Folder, Profile Folder ...................................................................................... - 32 -

8.1 Setup of Home Folder and Profile Folder ..................................................................... - 32 -

8.2 Share Folder ................................................................................................................. - 33 -

Ⅸ. Server Management ............................................................................................................. - 34 -

9.1 Server Status ................................................................................................................ - 34 -

9.2 Server Binding .............................................................................................................. - 34 -

9.3 Load Balancing ............................................................................................................. - 35 -

Ⅹ. License Management ........................................................................................................... - 36 -

10.1 Trial Version License ................................................................................................... - 36 -

10.2 Purchase of License .................................................................................................... - 37 -

10.3 Downloading of License ............................................................................................. - 38 -

10.4 Import License File ..................................................................................................... - 39 -

Ⅺ. User Back-up and Structure Restoring Functions ................................................................. - 41 -

11.1 Backup the organizational structure .......................................................................... - 41 -

11.2 Restore the organizational structure .......................................................................... - 42 -

Ⅻ. Client Terminal ..................................................................................................................... - 44 -

12.1 Installation of Client Terminal .................................................................................... - 44 -

12.2 Usage of Client Terminal ............................................................................................ - 48 -

12.2.1 Creating a New Account .................................................................................. - 48 -

12.2.2 Using Virtual Application ................................................................................. - 50 -

12.2.3 Using Chat and Address List ............................................................................ - 53 -

12.2.4 Using Screen Share .......................................................................................... - 53 -

12.2.5 Using Voice Chat .............................................................................................. - 55 -

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Ⅰ.Register and Download

1.1 Register Cloudsoar 3C Account

First, register a Cloudsoar 3C account on http://www.cloudsoar.com and click the

Sign In or Register link located at the top right corner of the website.

Fill in appropriate information according to instructions. Items marked with *

must be filled in.

http://www.cloudsoar.com/

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1.2 Software Download

Download from the server terminal will be available once you login with your

account. Therefore, register the account number and then login first before you

downloading any programs on the download page.

The server terminal is deployed on the server, and is dependent on the Windows

terminal service function for the purpose of application program publish, and for the

convenience of customer management and relevant configuration. The client terminal

is the terminal device used by the customer, such as personal computer, Android

mobile phones and IOS devices.

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Ⅱ. Installation and Deployment

2.1 Installation of Single Server Mode

Note: It is recommended that the user install the “Windows Server Terminal

Service” before installing the single server mode of the Cloudsoar 3C management

console.

Download 3C server from http://www.cloudsoar.com/toDownloadPage/. You

must login before downloading the Cloudsoar 3C server. Click the Download button

to save the terminal to your computer, then double-click the “Cloudsoar 3C

Console.exe” to install. Example:

Double-click the 3C Console icon to enter the Choose install language screen.

Example:

Click“OK”button to enter the Welcome screen. Click “Next” button to install.

Example:

http://www.cloudsoar.com/toDownloadPage/

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Please read the License Agreement on the license agreement screen carefully,

then select the “I accept the agreement”, and click “Next” to continue. Example:

Please fill in “User Name, Company Name” or select default directly on the user

information screen and select the type of shortcut formation to be used, then click

“Next” to continue. Example:

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On the installation folder screen, change and select the location to install your

“Cloudsoar 3C Console”, then click “Next” to continue. Example:

On the installation mode selection screen, the “Single server mode” is the default

installation mode. Click “Next” to continue. Example:

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Note: Please refer to the installation steps for the Multi server mode if the cluster

mode installation is selected.

On the installation preparation screen, you will see some information and if you

confirmed that there is no error, click “Next” to continue. Example:

Here you can see the Cloudsoar 3C being installed after clicking “Install”.

Example:

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On the successful installation screen, select “Yes, I want to restart my computer

now” and click the “Finish” button to restart your computer. And here you have

completed the installation of Cloudsoar 3C console. Example:

After the installation is completed, the shortcut will be shown on your desktop.

Example:

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2.2 Installation of Multi Server Mode

Pre-installation preparation:

Before installing, please check the network environment of your server:

1. First, a DNS domain control server is required, and the domain environment should

be set up on the domain control server. （DNS can either be one set up by your

company or to be set up separately on the domain server).

2. Load balancing requires at least 2 or more terminal service clusters (The terminal

service should be added in the domain).

3. One of the servers is a domain server, such as A is to be the master server (select

cluster controller during installation) and other servers, such as B, C ….are the slave

server (select application server during installation). Example:

The previous installation steps for the Multi Server mode of Cloudsoar 3C

Management Console are the same as those of the Single server mode. The difference

is that you must select "Multi Server Mode" on the "Installation mode selection

screen" then click "Next" to install. Example:

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2.2.1 Installation of Master Server

When installing the master server, select the “Master Server”. Click “Next” to

continue. Example:

At the Server Information Screen, fill in master server IP and port. Click “Next”

to continue. Example:

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Note: At this time, please remember the “Master Server IP”, because the IP

address of the master server will be required in the installation of the slave servers. In

addition，when the WAN network environment access, the port of the master server

and slave server cannot be the same. Otherwise client can only connect into one

server.

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2.2.2 Installation of Slave Server

The previous installation steps for the slave server are the same as those of the

single server mode. Select the “Slave server” and click “next” to continue. Example:

At the Server Information, fill in the Master Server’s IP address and port. Click

“Next” to continue. Example:

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Note: In an WAN network environment，the port cannot same as the Master

Server’s.

Please click to the “Install”. Example:

Caution: The “Cloudsoar 3C console” shortcut will not shown on your desktop after

the installation of the master server. This is not the case for the installation of the

slave server.

2.3 Cloudsoar 3C console Login

Open the cloudsoar 3C Console program and input the default password “123456”

to login. It is recommended to change the password before you login for the first time:

The complete Management Console screen can be viewed after login. Example:

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Ⅲ. User Management

Introduction of Functions:

User: The creation, modification, deletion of user and the management and usage of

the Cloudsoar 3C Console. Creating a user can be divided into the categories of a

domain user and a local user. On the domain user/local user display: Local user means

that the server is not added in a domain when its administrator selected the installation

of the single server mode. Therefore, operations under the Cloudsoar 3C Console is

operated on the computer managed by the user. Domain user means that the creation

and modification of user by the administrator of the Cloudsoar 3C console is

specifically operated in the domain controller and the management console.

Positional Management: Management in accordance to the position in the company.

Modification, addition or deletion operations can be implemented as required.

Department Management: The IT administrator should rationally plan the

company’s departments and the users’ affiliated departments and positions in

accordance to the company’s departmental conditions.

3.1 Creating a Domain User

1. Double-click “User Management” to open the user management list display: User,

Positional Management and Department Management.

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2. Double-click “Positional Management” to open the positional management screen.

Select “Add ” to add the position title. Example:

3. Double-click “Departmental management” to open the departmental management

screen. Select “Add” to add all departments of the company. Example:

4. Double click “User” to open the user list screen. Select “Add” to create user

(domain user). The corresponding position, title and department of the user can be

selected on this screen. Example:

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Note: To set up the roaming configuration file, you must enter the domain control

server to set up the address for the configuration file.

Login to the domain control server and click “Start”--“Management Tool”

--“Active Directory for Users and Computers”. Example:

Select “Users” to open the user list. Select the corresponding user and click

“Right-clicking” -- “Properties” -- “Profile”, and then fill in the path that you have

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set up. Example:

3.2 Creating a Local User

Select “Users” to open the user list screen. Click the “Add” button to create user

(Local user).You can set up the roaming address of your “Profile File” at this time.

Example:

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Ⅳ. Application Management

After the user is created, application program can then be published to the user.

1. First, double-click “Application Management” to extend the list display:

Application, Application Group.

2. Double-click “Application” to open the application list, then click the “Quick

Publish” button to publish the application. Example:

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3. If you cannot find the application program you want to publish in the publish

application list screen while using the “Quick Publish” application, click the “Publish”

button to publish the application program. Example:

Once a name is set up , click “Next” to open the appointed application group

screen, and select the application group that needs to be added.

Click “Next” to open the “Set publish type” screen to set up the parameters.

Example:

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Click “Next” to continue to the “Set icon” screen. Click “Next” again for the

default icon. Example:

Open the “Choose users for application” screen and appoint the application to

the specific user for use. Example:

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4. Double-click “Application Group” to open the application group list. Select “Add”

to add the application group. Example:

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Ⅴ. Internet Behavior Management

The internet behavior management of the Cloudsoar 3C Console provides IT

management personnel with a faster and more convenient mean of management. At

the same time, it helps reduced the amount of hardware required by a company,

thereby lowering the company’s hardware costs and expenses.

1. After the Cloudsoar 3C server terminal has been successfully installed, a default

rule will be generated in the system. Example:

2. To select “Add” in internet behavior management, you must first “disable” rule in

“Default rule”. Example:

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3. Select “Add” to add new internet behavior management. Example:

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4. When adding the internet behavior management, you can manage the time,

application and user on the internet behavior specifically in order to reduce

management cost.

Note:

Default rule: Systematic default rule setup enables all users to use all application

programs. To add a new internet behavior management rule, change “Enabled” to

“Disabled” in the operation setup of the application program.

Newly-added rule: Then, specify single, multiple or all application programs

when selecting “Add ” to set up the internet behavior management for the user

you want to select (single, multiple or all users).

Ⅵ. Client Settings

The Client Settings is specifically for setting up mapping relationships between

the server and the client terminal, available functions of the extranet, mapping

functions such as shear clipboard, disk and audio frequency, as well as printers.

Whether a user is permitted to use the public network can also be set up and managed

through the client settings.

The system default of the Cloudsoar 3C Console is specifically for the mapping

of clipboard, disk mapping and audio mapping , as well as printers mapping. The

administrator can implement configurations bases on actual situations. The

availability of the extranet will be determined through function opening and terminal

mapping implemented by the administrator.

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Ⅶ. Security Policy

Security policy is specifically for the setup of system security policy of system

resources, such as server hard disk, browser, control panel, running of command and

registry. It enables easy setup and quick and convenient management.

Introduction of Functions:

Set up the system security policy and fill in the policy name in the policy name

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column (required field). The description information can be filled in and policy

subkeys selected based on actual situation, among which includes contents such as

“Display attribute”, “Control panel”, “Start menu column”, “Dedicated icon setting”,

“DOS prompt”, “Resource manager”, “System parameter”, “Taskbar”, “Dialogue box

access restriction”, “Internet access”, and “Disk management.” Over 100 sub-policies

can be used to deploy the desktop security, hard disk security, network access security,

IE browser security, and system performances, which can eliminate the vast majority

of harms brought by the application programs to the server.

1. Select the “Add” button to create a new security policy.

2. Display attribute: including “Desktop icon”, “Context menu (right-click menu)

options, restriction of certain commands and programs”, “Taskbar options”, “Start

menu options”, “Common dialog box (XP pattern).” Through the extension of the

“Desktop icon” function tree, desktop icons such as “My computer” and “My

documents” can be hidden or deleted. The client terminal will no longer have access

to these items after they have been hidden or deleted.

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3. Disk management: User can set up “Delete client terminal mapping disk in my

computer” and whether display, hidden or prohibit disk usage on the client terminal as

shown below:

4. Internet Settings: Specifically for setting up the IE browser security, including:

“Menu items”, “Toolbar”, “Internet item” and other functions as shown below:

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Ⅷ. Share, Home Folder, Profile Folder

8.1 Setup of Home Folder and Profile Folder

The theory of user configuration file is to store the user configuration file in a share

folder of the server and then point to the network path of the configuration file in the

user attribute. When the user logs in, the configuration file shall be automatically

loaded on the server, but when the user logs out, the updated configuration

information will be saved in the server.

Home Folder: A dedicated folder that is specifically set up for the user to store

personal documents. With the exception of the computer administrator and the

original user, all other users will not have access to this folder.

Note: At present, this setting is only available in single server mode. If it is in Multi server

mode, then the home folder and profile must be configured in the domain control server.

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This setting can be selected and set up in the new user attribute as shown below:

8.2 Share Folder

In order to facilitate internal company file transfer and file sharing, IT

administrator can conveniently carry out corresponding control and usage of the

company share folder according to the departmental and organizational structures of

the company.

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Ⅸ. Server Management

9.1 Server Status

The server status is displayed on the server status screen, i.e. CPU usage and

memory usage. At the same time, user name, process number, connection status, client

machine type and IP address can be listed in the session manager. If the system

performance is affected by the massive user login, the session manager can disconnect

or cancel user sessions.

9.2 Server Binding

On the user binding server screen, server binding can be implemented on the user

and load balancing can be achieve manually to reduce the stress on the server.

Example:

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9.3 Load Balancing

The installation and usage flow of load balancing is as follows:

a) Install the master server and the slave server respectively (Please refer to

2.2 Installation of Multi Server Mode for this section)

b) Create an account

c) Publish and configure applications

d) Set up policy and allocation license for load balancing

The highlight of the Cloudsoar 3C product is that two binding policies for server

load balancing are provided in the Cloudsoar 3C virtual application system Enterprise

edition, which helps the administrator to set up the user and server in detail, and to

better meet users’ needs in the following application scenarios:

Ensure that core users are operating on the core server so as to guarantee

effective VIP user experience;

Fast user migration during server failure: Ensure that accounts bound to a

server can be quickly transferred to another server when server failure

occurs.

Achieve user load balancing as required and designate account access to the

designated server.

The two implementation policies of Cloudsoar 3C load balancing are as follows:

Type One: Based on the settings of the cluster server, the system default will

dynamically allocate the master server and slave server that the user is bound to

according to the session. (Default setting)

Type Two: Based on the detailed settings of a user, the administrator will allocate

the master and slave server that the user is bound to a corresponding server.

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Ⅹ. License Management

10.1 Trial Version License

If a user downloaded the server terminal program from the Cloudsoar website or

other websites but did not purchase a license, 30 licenses with a service time of 30

days will be available with the trial version. User can view the current information in

License management. Example:

If you like to purchase a license, select “Generate Host ID File”. The host ID file

is bound to the server host name and configuration information. Please check for

consistency between host ID file and server information. Example:

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If the information is correct, click “OK” to save the host data file as the default.

10.2 Purchase of License

Login with your account on http://www.cloudsoar.com and select the

corresponding License in the user center before clicking the “Purchase now” button.

Example:


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10.3 Downloading of License

After successfully filling in the correct information after purchase, the user can

access new License files under "My License" in User Center through Cloudsoar. For

example:

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Purchase Note:

a) First, enter License number from purchase;

b) Second, Import the host ID file, which is the "host.data" file generated from

the server. Confirm the host License file generated. Special offer details are

subject to the official website (http://www.cloudsoar.com). Purchase

information can be viewed in the “My License --Newly added License File”

column after successful completion of the purchase, and is to be approved by

Cloudsoar.

c) Third, in the case when you had already purchased a License and needs to

transfer part of the License you purchased to another account, you may

follow the same procedure mentioned above.

Please exercise caution when implementing transfer operations. All purchases and

transferring of Licenses are recorded.

10.4 Import License File

After purchasing the License to the official edition License from Cloudsoar, the

user can import it into the trial version for use. No reinstallation is required. Open

Cloudsoar 3CServer Terminal—License Management —Import License File.


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Select the purchased downloaded license file.

Information on the purchased official version, maximum number of connected

users and etc. can be viewed after successful importing.

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Ⅺ . User Back-up and Structure Restoring

Functions

The user backup and structure restoring functions enable IT administrator to

reduce tedious user creation and deployment time during daily management or the

system upgrade process.

11.1 Backup the organizational structure

IT administrator can log in the Management Console and open the pull-down

menu in the file to select the backup organizational structure.

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Select the path to save the exported file path of storage, then click “Save”.

11.2 Restore the organizational structure

To import user information, the IT administrator can open the pull-down menu in

the file and select to import “Restore the organizational structure”.

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Select the file directory of the organizational structure restoring, and click “OK”.

The backup organizational structure will then be imported to the Cloudsoar 3C

Console.

Upon completion of user introduction, the IT administrator can release necessary

application programs through classification to all users.

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Ⅻ. Client Terminal

The client terminal can be divided into the PC edition, the Android edition and

the IOS edition. The example here is based on the PC edition. Since the interface and

functions of different editions may vary slightly, usage should be carried out

according to the actual edition.

12.1 Installation of Client Terminal

To install, click the downloaded installation file to enter the Choose install

language screen. Example:

Click “OK” button you will enter the “Welcome Screen.”

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Please read the License Agreement and select “I agree” before clicking “Next”.

Please fill in “User Name, Company Name” or select default directly on the user

information screen, then click “Next” to continue. Example:

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Select the installation directory and click “Next”.

Check the installation information and click “Next”.

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Prompt: Installing.

Click “Finish”.

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Shortcut will be generated on your desktop after completion of installation.

12.2 Usage of Client Terminal

12.2.1 Creating a New Account

For initial use, please create a new account and click “Edit”:

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The account information includes the following parts:

Server Name: For convenient recognition of the server, please create a Server

Name

Server IP: Install the host IP address of the server terminal

Username: The user name of the new user on the server terminal

Password: The new user’s password on the server terminal

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12.2.2 Using Virtual Application

New user information can be viewed after storage. If there are more than one

server, the user may login to a different server through the pull-off menu.

When logging in for the first time, select application resources on the display

screen to view all application programs released by the server terminal.

Click the star behind the program to add the program to the favorite list.

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Information such as display, audio frequency and edition, etc. can be set in

“Settings.”

In the Apps List, we can select “Desktop to open the remote desktop, which will

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open remote desktop on the server terminal.

When the desktop is not open, application program with an icon on the tray will

be shown on the upper part of the taskbar. The icon will flash when there is a message

(If desktop is open, the icon is displayed in the bottom right corner).

Words or pictures from files such as Word, Excel, PPT and Wordpad can be

copied and pasted to the local computer. They can also be copied and pasted to the

Cloud 3C from the local computer.

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12.2.3 Using Chat and Address List

The current company organizational structure and departmental personnel

published by the virtual application are shown in the address list. Information

exchange and communication within the company can be carried out by personnel in

this organizational structure.

12.2.4 Using Screen Share

Step one: Apply the screen share function in the chat window.

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Step two: Select the size of the window to be shared and whether the mouse and

keyboard are enabled. If a bright color is present, then they are enabled. Otherwise,

the mouse and keyboard cannot be used during operation.

Step three: A share reminder will pop up in the receiver’s window after sharing.

The share will be disconnected if no one accepts the share within one minute.

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Step four: After receiving the share, the receiver can co-browse and operate with

the sharer, but only one of them can operate with the mouse and keyboard at the same

time.

12.2.5 Using Voice Chat

Step one: Enter the chat window and open the voice function. Example:

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Step two: After initiating voice chat with the contact, a “Receive Voice” window

will pop up in the receiving terminal. Example:

Step three: Click “Receive” to enter voice communication. Example:

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Welcome you to visit the company webpage!

Website: http://http://www.cloudsoar.com

http://http/www.cloudsoar.com

cloudsoar 3c virtual application system user manual v2.1.0

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