Setting Up Consultant Software

1. Sending Location for the Consultant

Set up Consultant Software

The consultant software of the Meeting Master is installed on the Windows workstation PC where the consultant wants to receive the calls.

Meeting Master Download

1. Log in to your Cloud Software account from a Windows work PC. 

2. On the Home screen, open the menu under → Download.

3. Click on the menu item → Meeting Master.

...the download of the zip file → MeetingMaster.zip occurs...

Zip File

By downloading you will get the file → MeetingMaster.zip.

Extract Zip File

1. Rightclick on → MeetingMaster.zip.

2. Click on the menu item → Extract all.

Open Folder

1. Open the folder MeetingMaster by double-clicking, to display the contained files.

2. After the double click you will see the folder → meeting.

Open meeting Folder

Open the folder → meeting by double-clicking.

settings.json File

The meeting folder contains the file → settings.json.

Open settings.json in the Notepad

Open the file → settings.json by double-clicking.

Settings.json - Notepad

The settings.json file opened in the Notepad contains the settings shown in the following figure:

...After opening the settings.json file in the notepad please make the following settings...

Enter Room Name:

You can freely specify the room name. 

However, please note that the room name entered here must match the room name that you have stored in the Cloud Software template.

Enter Socket Server:


Here you enter the web link to the Cloud Software: 


→ https://cloudsoftware.de 

Enter Device ID

Here you enter the device ID of the customer reception device on which the Meeting Master for the customer should be displayed.

You can find the device ID in the device management of your cloud software account.

In the following figure, the number 22980 is stored.

Display Name

You can freely specify the display name.

It will be displayed to the customer during the video call with the consultant as the name of the consultant.


Here you should enter the display name that you have also stored or intend to store in the Cloud Software template.

By making these settings, you have made the necessary customizations.

You also have the option of making further settings for the consultant.

You will find these in the further course of the instructions under

→ Further optional settings.

Save

To make the system apply the changes, click in the notepad on → Save/Save as....

Start Meeting Master

Now go back to the main folder and open the → MeetingMaster.exe with a double click to start the Meeting Master.

...If you wish, you can make further optional settings in the settings.json editor...

Further Optional Settings

By customizing the following settings you have the possibility to define further settings for the display of the Meeting Master on the consultant PC.

alwaysOnTop

  • "alwaysOnTop": true, → The Meeting Master window is always displayed as the top window on the consultant's PC.
  • "alwaysOnTop": false,   → You can now drag other windows on top of the Meeting Master window.

hangup_minmize:


  • "hangup_minmize": true, → The Meeting Master window minimizes automatically as soon as a call is ended by the consultant or the customer.
  • "hangup_minmize": false, → The Meeting Master window does not minimize.
audio

  • "audio": true, → The audio turns on automatically as soon as a call is answered by the consultant.
  • "audio": false, → The audio must be activated manually by the consultant after accepting the call.
video

  • "video": true, → The video turns on automatically as soon as a call is answered by the consultant.
  • "video": false, → The video must be activated manually by the consultant after accepting the call. Alternatively, no video is created.
screenShare


  • "screenShare": true, → The consultant has the possibility to share his own screen with the customer.
  • "screenShare": false, → The function of sharing the consultant's screen is locked.

WindowPosition 

By adjusting the following parameters you define the display for the Meeting Master window on the consultant's monitor.

Pixel Precise Position

Enter a numerical value for

  • “x” → the horizontal pixel precise position.
  • “y” → the vertical pixel precise position.

Pixel Precise Width and Height​

Enter a numerical value for

  • „width“ → the pixel precise width.
  • „height“ → the pixel precise height.

"movable"​

The possibility to manually adjust the position of the opened window.

  • "movable": true, → You can manually adjust the position of the opened window.
  • "movable": false, → The function is disabled, you cannot adjust manually the window position.

"resizable"

The possibility to resize the opened window.

  • "resizable": true, → You can resize the opened window. 
  • "resizable":  false, → The function is disabled, you cannot resize the window.

"minimize"

The possibility to determine the visibility of the window.

  • "minimize": true, →You can close the Meeting Master window of the consultant.
  • "minimize": false, → The function is disabled. The window is always shown on the Monitor.
Note:

If errors occur when sharing the microphone or camera, please check the firewall shares and virus scanner settings.

2. Reception point where the customer makes contact

For more information, please refer to the chapter Creating a Customer Reception.