I have created a set of on-boarding recordings that you can view to check your account provisioning, set up your initial users, assign permissions and create your first rooms.

There are also manual/step-by-step instructions below if you prefer.

Pick the sections you need based on what you have purchased for your Connect account

ONBOARDING RECORDINGS

Login to Connect for the first time and check your account provisioning

http://getconnect.adobeconnect.com/p6fvw8k6lo4/

Create your first users

http://getconnect.adobeconnect.com/p1f3th02e4f/

Set up Named Meeting Host accounts and build your first Meeting Room

http://getconnect.adobeconnect.com/p7a0kp5orpf/

Set up Concurrent Meeting Host accounts and build your first Meeting Room

http://getconnect.adobeconnect.com/p3jbf3x1hmc/

Set up Shared Webinar Manager accounts and build your first Seminar Room

http://getconnect.adobeconnect.com/p7ge9s91ncd/

Set up Named Webinar Manager accounts and build your first Seminar Room

http://getconnect.adobeconnect.com/p42t9rd59ma/

Set up Named Virtual Classroom Manager accounts and build your first Virtual Classroom

http://getconnect.adobeconnect.com/p1ood3n9hv0/

ACCOUNT AND USER PERMISSION SETUP INSTRUCTIONS

A – Named Webinar Managers

B – Shared Webinar Managers

C – Named Virtual Classroom Managers

D – Named Meeting Hosts

E – Concurrent Meeting Participants

F – Concurrent Learners

G – Adobe Presenter

H – Adobe Captivate

A – IF YOU PURCHASED ONE OR MORE NAMED WEBINAR MANAGER LICENSES, HERE’S HOW YOU SET UP YOUR ACCOUNT AND CREATE YOUR FIRST SEMINAR ROOM

1.  As an Administrator, log into your Connect account.

2. Click on the ‘Administration’ Tab.

3. Under ‘Account Summary’, look at the ‘Seminars’ section and check to see how many ‘Webinar nnn Managers’ licenses you have, where ‘nnn’ will be either 100, 500 or 1000 depending on the size of room you have purchased.  There are two numbers after the name, the first number is the number of licenses you have already you have allocated, the second number is the total you have purchased for your account, so ‘3/5’ means you have allocated 3 of the 5 licenses you have purchased, ‘0/5’ means you have allocated none of your licenses so far.

4. First you need to add users to your account if you haven’t done so already…if you need to add users, click on ‘Users and Groups’. If you already have the users in your account, go to step #7.

5. Select ‘New User’ and complete the fields as you desire and then click ‘Next’.

6. Now you need to add the new user to the ‘Webinar nnn Managers’ group…do this by selecting ‘Webinar nnn Managers’ on the next screen and then ‘Add’…now this person has the rights to use the webinar license and your ‘Account Summary’ will reflect that one more user has been given the rights to use webinars.

Note – If you see a message that the account quota has been exceeded, then you have used all of your licenses at for your account and you need to either purchase more licenses or remove a person from the group and re-allocate the license to another user).

7. If you are allocating a license to an existing user or removing the license from an existing user, you need to first find the user in the Connect user list…click on the ‘Administration’ tab, then ‘Users and Groups ‘ and then scroll to find the user in question.

8. Now select the user and select ‘Information’, from the next screen select ‘Edit Group Membership’ and add a user to the ‘Webinar nnn Managers’ group as per point #6 above…similarly you can remove a user from the group and revoke their license to use meetings by selecting their ‘Current Group Membership’ and ‘Remove’

Note – The number or members in this ‘Webinar nnn Managers’ group equates to the number of people who can use build and run seminars in your account.

Note – Adding a person to this group also gives them complete rights to build and manage the webinar registration tools under ‘Event Management’ in your account.

TO BUILD A NEW SEMINAR ROOM IN YOUR ACCOUNT

1.  As the appropriate user, login to your Connect account.

2.  Go to the ‘Seminars’ tab (do not go to the ‘Meetings’ tab).

3.  You will now see an option ‘My Seminars’.  Navigate to ‘My Seminars’.

4.  Click ‘New Seminar Room’ and follow the instructions.

B – IF YOU PURCHASED ONE OR MORE SHARED WEBINAR MANAGER LICENSES, HERE’S HOW YOU SET UP YOUR ACCOUNT AND CREATE YOUR FIRST SEMINAR ROOM

1.  As an Administrator, log into your Connect account.

2. Click on the ‘Administration’ Tab.

3. Under ‘Account Summary’, look at the ‘Seminars’ section and check to see how many ‘Seminar Administrator’ licenses you have.  There are two numbers after the name, the first number is the number of licenses you have already you have allocated, the second number is the total you have purchased for your account, so ‘3/5’ means you have allocated 3 of the 5 licenses you have purchased, ‘0/5’ means you have allocated none of your licenses so far.

4. First you need to add users to your account if you haven’t done so already…if you need to add users, click on ‘Users and Groups’. If you already have the users in your account, go to step #7.

5. Select ‘New User’ and complete the fields as you desire and then click ‘Next’.

6. Now you need to add the new user to the ‘Seminar Administrators’ group…do this by selecting ‘Seminar Administrators’ on the next screen and then ‘Add’…now this person has the rights to use the webinar license and your ‘Account Summary’ will reflect that one more user has been given the rights to use webinars.

Note – If you see a message that the account quota has been exceeded, then you have used all of your licenses at for your account and you need to either purchase more licenses or remove a person from the group and re-allocate the license to another user).

7. If you are allocating a license to an existing user or removing the license from an existing user, you need to first find the user in the Connect user list…click on the ‘Administration’ tab, then ‘Users and Groups ‘ and then scroll to find the user in question.

8. Now select the user and select ‘Information’, from the next screen select ‘Edit Group Membership’ and add a user to the ‘Seminar Administrators’ group as per point #6 above…similarly you can remove a user from the group and revoke their license to use meetings by selecting their ‘Current Group Membership’ and ‘Remove’.

Note – The number or members in this ‘Seminar Administrators’ group equates to the number of people who can use build and run seminars in your account.

Note – Adding a person to this group also gives them complete rights to build and manage the webinar registration tools under ‘Event Management’ in your account.

TO BUILD A NEW SEMINAR ROOM IN YOUR ACCOUNT

1.  As the appropriate user, login to your Connect account.

2.  Go to the ‘Seminars’ tab (do not go to the ‘Meetings’ tab).

3.  You will now see an option ‘Shared Seminars’.  Navigate to ‘Shared Seminars’. You will see one or more folders that represent the seminar licenses you have on your account. Navigate to one of the seminar license folders.

4.  Click ‘New Seminar Room’ and follow the instructions.

C – IF YOU PURCHASED ONE OR MORE NAMED VIRTUAL CLASSROOM MANAGER LICENSES, HERE’S HOW YOU SET UP YOUR ACCOUNT AND CREATE YOUR FIRST VIRTUAL CLASSROOM

1. As an Administrator, log into your Connect account.

2. Click on the ‘Administration’ Tab.

3. Under ‘Account Summary’, look at the ‘Training’ section and check to see how many ‘Virtual Classroom Manager’ licenses you have.  There are two numbers after the name, the first number is the number of licenses you have already you have allocated, the second number is the total you have purchased for your account, so ‘3/5’ means you have allocated 3 of the 5 licenses you have purchased, ‘0/5’ means you have allocated none of your licenses so far.

4. First you need to add users to your account if you haven’t done so already…if you need to add users, click on ‘Users and Groups’. If you already have the users in your account, go to step #7.

5. Select ‘New User’ and complete the fields as you desire and then click ‘Next’.

6. Now you need to add the new user to the ‘Virtual Classroom Managers’ group…do this by selecting ‘Virtual Classroom Managers’ on the next screen and then ‘Add’…now this person has the rights to use the virtual classroom license and your ‘Account Summary’ will reflect that one more user has been given the rights to use the virtual classrooms.

Note – If you see a message that the account quota has been exceeded, then you have used all of your licenses at for your account and you need to either purchase more licenses or remove a person from the group and re-allocate the license to another user).

7. If you are allocating a license to an existing user or removing the license from an existing user, you need to first find the user in the Connect user list…click on the ‘Administration’ tab, then ‘Users and Groups ‘ and then scroll to find the user in question.

8. Now select the user and select ‘Information’, from the next screen select ‘Edit Group Membership’ and add a user to the ‘Virtual Classroom Managers’ group as per point #6 above…similarly you can remove a user from the group and revoke their license to use meetings by selecting their ‘Current Group Membership’ and ‘Remove’

Note – The number or members in this ‘Virtual Classroom Managers’ group equates to the number of people who can use build and run virtual classrooms in your account.

Note – Adding a person to this group also gives them complete rights to build and manage the training class or course registration tools under ‘Event Management’ in your account.

TO BUILD A NEW VIRTUAL CLASSROOM IN YOUR ACCOUNT

1. As the appropriate user, login to your Connect account.

2.  Go to the ‘Training’ tab (do not go to the ‘Meetings’ tab).

3.  You will now see an option ‘My Training.  Navigate to ‘My Training.

4.  Click ‘New Virtual Classroom’ and follow the instructions. 

D – IF YOU PURCHASED ONE OR MORE NAMED MEETING HOST LICENSES, HERE’S HOW YOU SET UP YOUR ACCOUNT AND CREATE YOUR FIRST MEETING ROOM

1. As an Administrator, log into your Connect account.

2. Click on the ‘Administration’ Tab.

3. Under ‘Account Summary’, look at the ‘Meeting’ section and check to see how many ‘Meeting Hosts’ licenses you have.  There are two numbers after the name, the first number is the number of licenses you have already you have allocated, the second number is the total you have purchased for your account, so ‘3/5’ means you have allocated 3 of the 5 licenses you have purchased, ‘0/5’ means you have allocated none of your licenses so far.

4. First you need to add users to your account if you haven’t done so already…if you need to add users, click on ‘Users and Groups’. If you already have the users in your account, go to step #7.

5. Select ‘New User’ and complete the fields as you desire and then click ‘Next’.

6. Now you need to add the new user to the ‘Meeting Hosts’ group…do this by selecting ‘Meeting Hosts’ on the next screen and then ‘Add’…now this person has the rights to use the meetings license and your ‘Account Summary’ will reflect that one more user has been given the rights to use webinars.

Note – If you see a message that the account quota has been exceeded, then you have used all of your licenses at for your account and you need to either purchase more licenses or remove a person from the group and re-allocate the license to another user).

7. If you are allocating a license to an existing user or removing the license from an existing user, you need to first find the user in the Connect user list…click on the ‘Administration’ tab, then ‘Users and Groups ‘ and then scroll to find the user in question.

8. Now select the user and select ‘Information’, from the next screen select ‘Edit Group Membership’ and add a user to the ‘Meeting Hosts’ group as per point #6 above…similarly you can remove a user from the group and revoke their license to use meetings by selecting their ‘Current Group Membership’ and ‘Remove’

Note – The number or members in this ‘Meeting Hosts’ group equates to the number of people who can use build and run meetings in your account.

TO BUILD A NEW MEETING ROOM IN YOUR ACCOUNT

1. As the appropriate user, login to your Connect account.

2.  Go to the ‘Meetings’ tab.

3.  You will now see an option ‘My Meetings’.  Navigate to ‘My Meetings’.

4.  Click ‘New Meeting’ and follow the instructions. 

E – IF YOU PURCHASED ONE OR MORE CONCURRENT PARTICIPANT LICENSES, HERE’S HOW YOU SET UP YOUR ACCOUNT AND CREATE YOUR FIRST MEETING ROOM

1. As an Administrator, log into your Connect account.

2. Click on the ‘Administration’ Tab.

3. Under ‘Account Summary’, look at the ‘Meeting’ section and check to see how many ‘Meeting Peak Concurrent Users’ licenses you have.  The number after the name is the number of participants that can be in meeting rooms across your account at any one time. If the number is 100, then you can have any combination of meetings as long as the total number of participants in sessions (including hosts and presenters) does not exceed a total of 100.

4. Now look at the ‘Meeting Hosts’ line, there are two numbers after the name, the first number is the number of licenses you have already you have allocated, the second number will actually say ‘unlimited’ for this licensing model, so ‘3/unlimited’ means you have allocated 3 licenses so far, ‘0/unlimited’ means you have allocated none of your licenses so far.

5. First you need to add users to your account if you haven’t done so already…if you need to add users, click on ‘Users and Groups’. If you already have the users in your account, go to step #8.

6. Select ‘New User’ and complete the fields as you desire and then click ‘Next’.

7. Now you need to add the new user to the ‘Meeting Hosts’ group…do this by selecting ‘Meeting Hosts’ on the next screen and then ‘Add’…now this person has the rights to use the meetings license and your ‘Account Summary’ will reflect that one more user has been given the rights to build and use meeting rooms.

8. If you are allocating a license to an existing user or removing the license from an existing user, you need to first find the user in the Connect user list…click on the ‘Administration’ tab, then ‘Users and Groups ‘ and then scroll to find the user in question.

9. Now select the user and select ‘Information’, from the next screen select ‘Edit Group Membership’ and add a user to the ‘Meeting Hosts’ group as per point #7 above…similarly you can remove a user from the group and revoke their license to use meetings by selecting their ‘Current Group Membership’ and ‘Remove’

Note – The number or members in this ‘Meeting Hosts’ group equates to the number of people who can use build and run meetings in your account.

TO BUILD A NEW MEETING ROOM IN YOUR ACCOUNT

1. As the appropriate user, login to your Connect account.

2.  Go to the ‘Meetings’ tab.

3.  You will now see an option ‘My Meetings’.  Navigate to ‘My Meetings’.

4.  Click ‘New Meeting’ and follow the instructions.

F – IF YOU PURCHASED ONE OR MORE CONCURRENT LEARNER LICENSES, HERE’S HOW YOU SET UP YOUR ACCOUNT AND CREATE YOUR FIRST COURSE OR CURRICULUM

1. As an Administrator, log into your Connect account.

2. Click on the ‘Administration’ Tab.

3. Under ‘Account Summary’, look at the ‘Training’ section and check to see how many ‘Training Concurrent Learner License Limit’ licenses you have.  The number after the name is the number of learners that can be actively participating in training courses across your account at any one time. If the number is 100, then you can have up to 100 learners actively engaged in learning at any one time.

Note – You can enroll as many learners as you like into training courses, the limit is on the number of learners that can be actively engaged in learning, not the number of enrolled learners.

Note – There is a line for ‘Named Training Learners’ and there are two numbers after the name, the first number is the number of learners you already have on your account, the second number will actually say ‘unlimited’ for this licensing model, so ‘3/unlimited’ means you have 3 learners so far, ‘0/unlimited’ means you have no learners so far. The number of learners shown is determined by the ‘Learners’ group and this is automatically populated when you enroll a learner into a course.

4. Now look at the ‘Training Managers’ line, there are two numbers after the name, the first number is the number of licenses you have already you have allocated, the second number will actually say ‘unlimited’ for this licensing model, so ‘3/unlimited’ means you have allocated 3 licenses so far, ‘0/unlimited’ means you have allocated none of your licenses so far.

Note – Members of the ‘Training Managers’ group have the right to build and run training courses and curriculum

5. First you need to add users to your account if you haven’t done so already…if you need to add users, click on ‘Users and Groups’. If you already have the users in your account, go to step #8.

6. Select ‘New User’ and complete the fields as you desire and then click ‘Next’.

7. Now you need to add the new user to the ‘Training Managers’ group…do this by selecting ‘Training Managers’ on the next screen and then ‘Add’…now this person has the rights to create courses and curriculum and your ‘Account Summary’ will reflect that one more user has been given the rights to build and manage training courses.

8. If you are allocating a license to an existing user or removing the license from an existing user, you need to first find the user in the Connect user list…click on the ‘Administration’ tab, then ‘Users and Groups ‘ and then scroll to find the user in question

9. Now select the user and select ‘Information’, from the next screen select ‘Edit Group Membership’ and add a user to the ‘Training Managers’ group as per point #7 above…similarly you can remove a user from the group and revoke their license to use meetings by selecting their ‘Current Group Membership’ and ‘Remove’

Note – The number or members in this ‘Training Managers’ group equates to the number of people who can create and run courses and curriculum in your account.

TO BUILD A NEW TRAINING COURSE/CURRICULUM IN YOUR ACCOUNT

1.  As the appropriate user, login to your Connect account.

2.  Go to the ‘Training’ tab.

3.  You will now see an option ‘My Training’.  Navigate to ‘My Training’.

4.  Click ‘New Course’/’New Curriculum’/’New Virtual Classroom’ and follow the instructions.

G – IF YOU PURCHASED ADOBE PRESENTER LICENSES, HERE’S HOW YOU CAN DOWNLOAD THEM AND ACTIVATE YOUR COPY OF ADOBE PRESENTER

Note – Adobe Presenter is a plugin to PowerPoint, when you install Adobe Presenter it will appear as an additional tab/menu in your copy of PowerPoint.

1. Once your order has been processed by Adobe the first thing you will do is to retrieve your Adobe Presenter serial number from Adobe’s licensing site (LWS): https://licensing.adobe.com.

2. If you have not already installed Adobe Presenter as a trial, log into your Connect account.  Once you are logged into your account click on the Home tab, click on Resources, click on Getting Started, then click on Install Adobe Presenter.  You will be prompted to enter your serial number during the installation of the product or when you are opening PowerPoint.

Note – If you are not able to get to your Connect account, simply install a trail version of Adobe Presenter from the following link and use your serial number when prompted: http://www.adobe.com/products/presenter.html.

3. If you have installed Adobe Presenter already as a trial then you can enter your new serial number when you are prompted during the startup of the product in PowerPoint.

TO PUBLISH ADOBE PRESENTER CONTENT TO YOUR CONNECT ACCOUNT

Note – In order to publish Adobe Presenter presentations to your Connect account you must either be a member of the ‘Meeting Hosts’ group, the ‘Training Managers’ groups or the ‘Authors’ group.

TO GIVE A USER THE RIGHTS TO PUBLISH TO THE ‘CONTENT’ SECTION IN YOUR CONNECT ACCOUNT

1.  As an Administrator, log into your Connect account.

2. Click on the ‘Administration’ Tab.

3. Under ‘Account Summary’, you will need to look at one of these sections to confirm that you have licenses to allocate to allow content to be published to your Connect account:

• ‘Presentation’>’Authors’
• ‘Training’>’Training Managers’
• ‘Meeting’>’Meeting Hosts’

If in any of these sections you see that you have licenses available then you will need to allocate that license to a user to allow them to publish Adobe Presenter content to your Connect account.

Note – There are two numbers after each section listed above, the first number is the number of licenses you already have on your account, the second number will actually say ‘unlimited’ or show another number. This second number represents the number of licenses you have available on your account. So ‘3/unlimited’ means you used 3 licenses so far in an unlimited number of licenses, ‘3/5’ means you have used 3 of your possible 5 licenses so far. The members of the relevant group in Connect as shown below determine the number of allocated licenses:

• ‘Presentation’>’Authors’ – ‘Authors’ group
• ‘Training’>’Training Managers’ – ‘Training Managers’ group
• ‘Meeting’>’Meeting Hosts’ – ‘Meeting Hosts’ group

4. First you need to add users to your account if you haven’t done so already…if you need to add users, click on ‘Users and Groups’. If you already have the users in your account, go to step #7.

5. Select ‘New User’ and complete the fields as you desire and then click ‘Next’.

6. Now you need to add the new user to the appropriate group…do this by selecting the appropriate group on the next screen and then ‘Add’…now this person has the rights to publish content to your Connect ‘Content’ section and your ‘Account Summary’ page will reflect that one more user has been given these rights.

7. If you are allocating a license to an existing user or removing the license from an existing user, you need to first find the user in the Connect user list…click on the ‘Administration’ tab, then ‘Users and Groups ‘ and then scroll to find the user in question.

8. Now select the user and select ‘Information’, from the next screen select ‘Edit Group Membership’ and add a user to the appropriate group as per point #6 above…similarly you can remove a user from the group and revoke their license to publish to Connect by selecting their ‘Current Group Membership’ and ‘Remove’

TO CONFIGURE ADOBE PRESENTER TO PUBLISH TO YOUR CONNECT ACCOUNT

1.  Open the Adobe Presenter enabled copy of PowerPoint on your desktop.

2. Click on the ‘Adobe Presenter’ tab and then ‘Settings’ (this option may be in a sub-menu on called ‘Tools’).

3. In the ‘Settings’ window, click on the ‘Servers’ option on the left-hand side and then ‘Add’. Under ‘Name’ include a name that represents your Connect server such as ‘GetConnect Hosted Account’ and under ‘URL’ add the full link to your Connect account such as ‘http://getconnect.adobeconnect.com’.

4. When you select ‘Publish’ you will be able to choose ‘Adobe Connect’ and select your own Connect Account.

H – IF YOU PURCHASED ADOBE CAPTIVATE LICENSES, HERE’S HOW YOU CAN DOWNLOAD THEM AND ACTIVATE YOUR COPY OF ADOBE CAPTIVATE

1. Once your order has been processed by Adobe the first thing you will do is to retrieve your Adobe Captivate serial number from Adobe’s licensing site (LWS): https://licensing.adobe.com.

2. If you have not already installed Adobe Captivate as a trial, simply install a trail version of Adobe Captivate from the following link and use your serial number when prompted: http://www.adobe.com/products/captivate.html.

3. If you have installed Adobe Captivate already as a trial then you can enter your new serial number when you are prompted during the startup of the product.

TO PUBLISH ADOBE CAPTIVATE CONTENT TO YOUR CONNECT ACCOUNT

Note – In order to publish Adobe Captivate presentations to your Connect account you must either be a member of the ‘Meeting Hosts’ group, the ‘Training Managers’ groups or the ‘Authors’ group.

TO GIVE A USER THE RIGHTS TO PUBLISH TO THE ‘CONTENT’ SECTION IN YOUR CONNECT ACCOUNT

1.  As an Administrator, log into your Connect account.

2. Click on the ‘Administration’ Tab.

3. Under ‘Account Summary’, you will need to look at one of these sections to confirm that you have licenses to allocate to allow content to be published to your Connect account:

• ‘Presentation’>’Authors’
• ‘Training’>’Training Managers’
• ‘Meeting’>’Meeting Hosts’

If in any of these sections you see that you have licenses available then you will need to allocate that license to a user to allow them to publish Adobe Captivate content to your Connect account.

Note – There are two numbers after each section listed above, the first number is the number of licenses you already have on your account, the second number will actually say ‘unlimited’ or show another number. This second number represents the number of licenses you have available on your account. So ‘3/unlimited’ means you used 3 licenses so far in an unlimited number of licenses, ‘3/5’ means you have used 3 of your possible 5 licenses so far. The members of the relevant group in Connect as shown below determine the number of allocated licenses:

• ‘Presentation’>’Authors’ – ‘Authors’ group
• ‘Training’>’Training Managers’ – ‘Training Managers’ group
• ‘Meeting’>’Meeting Hosts’ – ‘Meeting Hosts’ group

4. First you need to add users to your account if you haven’t done so already…if you need to add users, click on ‘Users and Groups’. If you already have the users in your account, go to step #7.

5. Select ‘New User’ and complete the fields as you desire and then click ‘Next’.

6. Now you need to add the new user to the appropriate group…do this by selecting the appropriate group on the next screen and then ‘Add’…now this person has the rights to publish content to your Connect ‘Content’ section and your ‘Account Summary’ page will reflect that one more user has been given these rights.

7. If you are allocating a license to an existing user or removing the license from an existing user, you need to first find the user in the Connect user list…click on the ‘Administration’ tab, then ‘Users and Groups ‘ and then scroll to find the user in question.

8. Now select the user and select ‘Information’, from the next screen select ‘Edit Group Membership’ and add a user to the appropriate group as per point #6 above…similarly you can remove a user from the group and revoke their license to publish to Connect by selecting their ‘Current Group Membership’ and ‘Remove’

TO CONFIGURE ADOBE CAPTIVATE TO PUBLISH TO YOUR CONNECT ACCOUNT

1.  Open the Adobe Captivate on your desktop.

2. Click on the ‘Publish’ menu option and then ‘Publish to Adobe Connect’.

3. In the ‘Publish to Adobe Connect’ window click on the folder icon to the right of the ‘URL’ section and in the ‘Adobe Connect Server’ window select ‘Add’. Under ‘Name’ include a name that represents your Connect server such as ‘GetConnect Hosted Account’ and under ‘URL’ add the full link to your Connect account such as ‘http://getconnect.adobeconnect.com’.

Note – This server information will be remembered the next time you carry out this task in Adobe Captivate

4. When you select ‘Publish’ you will be able to choose ‘Publish to Adobe Connect’ and select your own Connect Account.