Collaboration¶
PCoIP Ultra Collaboration enables a PCoIP session user to share their session with multiple remote collaborators using PCoIP Software Clients.
Note: Collaboration terminology
When discussing this feature, we'll refer to the first user as the session owner, and subsequent users who join the session as collaborators. The session owner's screens, audio, and input devices (if allowed) are shared with the collaborators when they join the session.
Up to 5 collaborators can join an ongoing PCoIP session using the same invitation.
While connected, all collaborators can view and hear the session owner's screens and audio, and see the controlling collaborator's mouse movements. If permitted by the session owner, they can also share control of the session owner's keyboard and mouse using input control.
During a collaboration session, all of the session owner's desktop screens may be shared depending on the session owner's PCoIP software client display settings. See Understanding Display Behavior for more information.
Collaboration Requirements¶
PCoIP Ultra Collaboration is supported by all PCoIP agents. PCoIP software clients that support PCoIP Ultra can participate in collaboration sessions (all PCoIP software clients 23.04 and higher meet this requirement).
Some collaboration features have specific version requirements for PCoIP agents and PCoIP software clients; these are noted below.
Note: Only PCoIP Software Clients are supported
PCoIP Tera2 Zero Clients and mobile clients do not support PCoIP Ultra and cannot join collaboration sessions.
Feature Version Requirements¶
PCoIP Ultra Collaboration features depend on coordinated updates in PCoIP agents and PCoIP clients, so review these requirements carefully to ensure the features you need are supported by your system. We strongly recommend using the latest versions of both PCoIP agent and PCoIP client.
Feature | Required versions | Notes |
---|---|---|
Collaborate menu | PCoIP agent 23.06+ PCoIP client 23.06+ |
Both client and agent must be 23.06 or higher, with Collaboration and PCoIP Ultra enabled. |
Multiple collaborators | PCoIP agent 23.04+ PCoIP client 23.04+ |
HP Anyware versions 22.07–23.01 supported single collaborators only. |
Input control | PCoIP agent 23.01+ PCoIP client 23.01+ |
See Input Control for more information. |
Mouse visibility | PCoIP agent 22.07+ PCoIP client 22.07+ |
Session owner and collaborator software clients must be in standard client mode for mouse visibility to work. |
Enabling Collaboration¶
PCoIP Ultra Collaboration is enabled and configured on the Session Owner's desktop. Refer to the following documentation, depending on the PCoIP agent you are connecting to:
PCoIP Collaboration is disabled by default. The following instructions will not work until Collaboration is enabled on the session owner's PCoIP agent as described in the guides above.
Sharing Your Session With Collaborators¶
You can invite up to 5 collaborators to participate in your session, and optionally allow them to control your desktop.
Important: PCoIP Software Client steps
Collaboration sessions are shared from PCoIP software clients in established PCoIP sessions. Make sure the software client version you are using supports the collaboration features you expect. For details, see Feature Version Requirements.
Collaboration sessions are managed using the Collaboration manager. The collaboration manager shows you who is connected to your session, whether each collaborators can view or control the session, and allows you to invite new collaborators or stop collaborating.
Note: New Collaboration Manager menu option
The Collaboration manager can now be launched by using the client's in-session menu, in addition to the system menu bar.
To launch the Collaboration Manager:
-
Connect to a PCoIP session with PCoIP Ultra and Collaboration enabled.
-
From the remote session, open the Collaboration Manager using either of these methods:
-
From the client menu: From the client's in-session menu, select Collaborate > Invite to Collaborate.
The Collaborate menu appears if both the PCoIP agent and PCoIP client are version 23.06 and higher, and if both support Collaboration.
-
From the menu bar: Click the Anyware Collaboration icon in the menu bar:
This example shows a macOS desktop; yours may vary depending on which operating system you are connecting to.
-
To invite collaborators, the session owner generates a collaboration invitation using the collaboration manager, and distributes the invitation to all collaborators.
About Collaboration Invitations¶
Collaboration invitations are created by the session owner and distributed to collaborators, who use them to join an established collaboration session.
Note: About collaboration invitations
A single collaboration invitation can be used by multiple collaborators (up to the maximum number configured). You do not need to generate a new invitation for each collaborator. Collaboration invitations behave as follows:
-
If an invitation is generated but no collaborators connect within one hour, it expires and can no longer be used. If this happens, generate a new invitation.
-
If any collaborators connect using an invitation, the invitation is activated and its time limit is removed. Once activated, an invitation can be re-used until the session owner stops collaborating or ends the session.
-
Collaborators can disconnect from a collaboration session and then rejoin it later using the same invitation.
-
Collaboration sessions persist even if all collaborators leave and only the session owner remains. Until the session owner disconnects or stops the collaboration session, collaborators can rejoin the session using the same invitation.
-
The collaboration invitation remains valid until the session owner disconnects or stops the collaboration session.
Inviting the First Collaborator¶
To begin a collaboration session, generate an invitation using the Collaboration Manager.
To generate a collaboration invitation:
-
Connect to a PCoIP session with PCoIP Ultra and Collaboration enabled.
-
From the remote session, open the Collaboration Manager using either of these methods:
-
From the client menu: From the client's in-session menu, select Collaborate > Invite to Collaborate.
The Collaborate menu appears if both the PCoIP agent and PCoIP client are version 23.06 and higher, and if both support Collaboration.
-
From the menu bar: Click the Anyware Collaboration icon in the menu bar:
This example shows a macOS desktop; yours may vary depending on which operating system you are connecting to.
-
-
The Collaboration manager generates and displays an invitation:
The invitation contains two pieces of information that are used to invite the collaborator:
-
Invitation Link: The collaborator will use this link to join your session. The link may be opened on any Mac, Windows or Linux machine with a PCoIP Software Client 21.07 or newer.
-
Invitation passcode: This is a 6-digit code that confirms the identity of the individual connecting to the collaboration session. A new code is generated along with each new token.
-
-
Share the invitation link and the invitation passcode with the collaborator.
-
To share both the link and the code at once, click the Copy invitation button. This will create a single message containing both the link and the code and place it on your clipboard. Share this with your collaborators using any acceptable method.
-
To share the link and code separately, click the copy button beside each item and share them using separate communications. Sharing the invitation this way reduces risk in the event that a message is inadvertently sent, forwarded, or intercepted by a third party.
-
Inviting Additional Collaborators¶
Once the collaboration session has been created, you can invite additional collaborators by sharing the same invitation link and passcode with them. You can also view the invitation, and copy its link and passcode for sharing, using the Collaboration Manager.
To view and copy the invitation link and passcode:
-
From the remote session, open the Collaboration Manager using either of these methods:
-
From the client menu: From the client's in-session menu, select Collaborate > Invite to Collaborate.
The Collaborate menu appears if both the PCoIP agent and PCoIP client are version 23.06 and higher, and if both support Collaboration.
-
From the menu bar: Click the Anyware Collaboration icon in the menu bar:
The collaboration manager shows a list of your active collaborators (if any).
-
-
In the Collaboration manager, below the list of active collaborators, click Invite Collaborator:
-
The Collaboration manager displays the generated invitation. Note that this is the same invitation link and passcode you used previously. It is not a new invitation:
-
Share the invitation link and the invitation passcode with the additional collaborators.
Accepting or Declining Collaborators¶
Once distributed, the session owner's collaborators can join the collaboration session. As collaborators use the invitation, the session owner is notified and can accept or reject each connection attempt.
To respond to a collaborator:
-
When the collaborator attempts to join the session, the Collaboration manager will display options to accept or reject the connection.
-
Click Accept to start the collaboration session. Click Decline to deny the request. Whether you accept the request or not, the invitation has been used and is now disabled. Subsequent attempts will require a new invitation.
Ending a Collaboration Session¶
The collaboration session will end when the session owner disconnects their PCoIP session, or if they stop collaborating using the collaboration manager.
Ending the collaboration session invalidates the invitation. To start a new session, generate a new invitation by inviting another collaborator.
To stop collaborating:
-
From the remote session, open the Collaboration Manager using either of these methods:
-
From the client menu: From the client's in-session menu, select Collaborate > Invite to Collaborate.
The Collaborate menu appears if both the PCoIP agent and PCoIP client are version 23.06 and higher, and if both support Collaboration.
-
From the menu bar: Click the Anyware Collaboration icon in the menu bar:
This example shows a macOS desktop; yours may vary depending on which operating system you are connecting to.
-
-
Click the Stop Collaboration button.
Allowing Collaborators to Control the Session¶
Collaborator input control allows collaborators to use their own mice and keyboards to control the session owner's desktop. This feature is disabled by default, and must be enabled on the PCoIP agent before it is available.
Once enabled, input control options are available from the collaboration manager. Input control can be granted (or retracted) for each user separately or for all users at once.
Note: Disabling input control globally
You can disable Input Control on the PCoIP agent, which turns the feature off entirely. When disabled this way, session owners will not be able to allow collaborators to take control, and all sessions will be view-only. For more information, see Disabling Input Control.
Important: The session owner always has control of their PCoIP client's in-session menu
The session owner always has control of their PCoIP client's in-session menu. If the owner is unable to reclaim session input control for any reason, they can disconnect the PCoIP session using the in-session menu option. When the owner disconnects from the session, the collaborator is immediately disconnected.
Enabling Input Control for Collaborators¶
The following steps will allow one or more collaborators to take control of the session desktop. The collaborators will not immediately have control when this is granted; they must still take control using the process described above.
This option will not be available if Input Control has been disabled on the PCoIP agent.
To allow collaborators to control the session desktop:
-
From the remote session, open the Collaboration Manager using either of these methods:
-
From the client menu: From the client's in-session menu, select Collaborate > Invite to Collaborate.
The Collaborate menu appears if both the PCoIP agent and PCoIP client are version 23.06 and higher, and if both support Collaboration.
-
From the menu bar: Click the Anyware Collaboration icon in the menu bar:
This example shows a macOS desktop; yours may vary depending on which operating system you are connecting to.
-
-
Grant input control using one of these methods:
-
To allow input control for all collaborators, click the dropdown menu at the top right and select All can control.
-
To allow input for one collaborator, click the dropdown menu beside the collaborator's name and select Can control.
-
Stopping input control¶
To return a user (or all users) to view-only mode:
-
From the remote session, open the Collaboration Manager using either of these methods:
-
From the client menu: From the client's in-session menu, select Collaborate > Invite to Collaborate.
The Collaborate menu appears if both the PCoIP agent and PCoIP client are version 23.06 and higher, and if both support Collaboration.
-
From the menu bar: Click the Anyware Collaboration icon in the menu bar:
This example shows a macOS desktop; yours may vary depending on which operating system you are connecting to.
-
-
Beside the collaborator's name, click the dropdown menu and select Can View.
Understanding Display Behavior¶
Collaboration sessions support sharing of multiple monitors, which varies by session owner's client setting as follows:
-
Windowed mode: The session in the owner's client window will be shared.
-
Fullscreen One Monitor: The single fullscreen session will be shared. The session owner should set their PCoIP Software Client to Fullscreen One Monitor mode prior to starting the collaboration session.
-
Fullscreen All Monitors: All monitors will be shared, beginning with the Session Owner's monitor 1 and continuing up to the number of displays in the collaborator's system. The monitors that are shared cannot be configured, and are shared in system order.
When using this mode, the session owner should assume that collaborators can see all displays unless a specific configuration has been tested and verified.
For example, if the session owner has four monitors and a collaborator only has two, the collaborator will see the session owner's first and second monitors. If different collaborators have a different number of screens, each will see as many displays their system supports; in this scenario, you may have some displays that are visible to certain collaborators but not others.
The session owner should set their PCoIP Software Client to Fullscreen All Monitors mode prior to starting the collaboration session.
If the session owner's and collaborator's screen resolutions are different, the collaborator's screen will use scrollbars and letterboxing to display the shared content.
If high performance client mode is enabled, and if the session owner's resolution is greater than the collaborator's, the collaborator's screen will be clipped instead.
Joining a Collaboration Session¶
Collaborators receive the invitations generated by session owners, and use the invitation URI and passcode to connect to the session.
Important: PCoIP Software Client steps
Collaborators join sessions using PCoIP software clients. Make sure the software client version you are using supports the collaboration features you require. For details, see Feature Version Requirements.
Each collaborator can join the session with the collaboration link and the Collaboration Invitation passcode. The same URI and passcode are used for all collaborators on the same session.
To join a collaboration session as a collaborator:
-
Open a web browser and go to the collaboration link shared with you (you may be able to click this link directly, depending on how it was shared with you).
-
The web browser will warn you that the link is attempting to open the PCoIP Client application. Allow the browser to open the PCoIP client.
-
When the PCoIP client opens, it will prompt you for your name and the Collaboration Invitation passcode. The name you provide here will identify you in the collaboration session. The collaboration invitation passcode is the six digit number provided by the session owner. Enter both values and click Submit.
-
Once the session owner accepts your connection request, the Collaboaration screen share will start.
-
To leave the collaboration session, select Connection > Disconnect from the PCoIP Client menu.
Collaborator Input Control¶
If the session owner has enabled input control for a collaborator, the collaborator can take control of the session owner's desktop including mouse, keyboard, and pointer activity. The session owner retains the ability to stop input control at any time.
Using Input Control as a Collaborator¶
A collaborator who has input control can release it by idling—stopping all keyboard, mouse, and pointer activity—for a short time. Once the control timeout has elapsed, the floor is open, and whichever collaborator provides input next takes control.
By default, the control timeout is 3 seconds. The timeout value can be configured when enabling the input control feature.
For example: the session owner has initial control of the session. In order to give control to the collaborator, the owner takes their hands off the keyboard and mouse for three seconds, allowing the control timeout to pass. A collaborator then moves their mouse, which gives them control. To give control back to the session owner, the collaborator takes their hands off their keyboard and mouse for three seconds. This exchange continues as long as needed.