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Customizing the Environment Viewer (Enterprise)

CloudShare’s Environment Viewer is at the heart of the user experience. It is a self contained portal for accessing VMs, resources, external web pages, and any other content you want to provide to external users. To give your external users the most productive and effective experience possible – whether in a class, demo or POC environment – CloudShare Enterprise offers a broad array of customization options that let you fully control the display and content your users, students and prospects see when they access their environment.

Previewing the Environment

Click View in the environment's details page to see a sample of how the environment currently appears to a user.

Accessing the Settings and Saving Your Changes

  1. On the right of the environment's details page, click Edit Environment and then Customize Viewer.

    The Customize Environment Viewer page appears.

  2. To change the basic settings, select Custom Settings from the Apply settings from dropdown.

    The basic settings are now editable.

  3. To access advanced settings, click Switch to Advanced Mode.

  4. When you're done making changes, click Save. This saves your customizations to the environment. 

    Tip

    If your environment was created from a blueprint, you can apply your customizations to the snapshot from which it was created. To do that, select Apply viewer settings to snapshot and then click Save, This affects any and all environments that are created from now on from the same snapshot.

Basic Settings

Changing the Structural Display

Use the on/off sliders to control which tabs are displayed in the viewer.  

Use the Default tab selector to choose the first tab the user will see when viewing the environment. This is usually the Overview tab, which you can use to provide an introduction to the environment.

Setting Default Sound Configuration

In Basic Settings, you can set the default sound setting for all VMs in the environment. It controls whether sound can be played on Windows VMs in the viewer over RDP. End users can change the setting per VM in the viewer. 

The settings are:

  • Disabled . No sound is played.

  • Enabled. When software on the VM uses the sound card, sound is played in the viewer.

  • Enabled with high quality. When software on the VM uses the sound card, sound is played in the viewer with higher quality.

In Advanced Mode, you can also set a specific default sound setting per VM

Advanced Settings

Switching tab order
Hiding tabs
Renaming tabs
Customizing VM Tabs

Click each VM tab to customize it.

You can change the following settings:

Setting

Description

Allow RDP

Set to ON to allow users to connect to the VM via RDP.

Allow Console

Set to ON to allow users to connect to the VM via Console.

Allow VNC

Set to ON to allow users to connect to the VM via VNC.

Allow SSH

Set to ON to allow users to connect to the VM via SSH.

OS Credentials Visible

Set to ON to display the VM's OS credentials in the viewer, or OFF to hide them. The credentials are displayed in the  Connection Details section of the viewer control pane when the VM's tab is selected.

Default RDP Sound Configuration

(Windows VMs only) Sets the default sound playing capability over RDP. Choose from the following:

  • Disabled . No sound is played.

  • Enabled. When software on the VM uses the sound card, sound is played in the viewer.

  • Enabled with high quality. When software on the VM uses the sound card, sound is played in the viewer with higher quality.

Note

If you do not see this feature for a Windows VM, please contact Support and ask us to enable it for you.

Adding Instructions and Resources

To help you create an environment that is tailored to your users, CloudShare has developed a number of tabs and options. Here’s a look at three important tabs – Overview, Resource, External URL – and how they can help you create the environment that you want.

  • Add an Overview tab to introduce users to the environment.

  • Add a Resources tab to provide the user with materials. 

  • Add an External URL tab to have a web site open in an iFrame inside the tab or in another browser tab when the user selects the tab. 

To add a tab:

  1. In Advanced mode, click Add Tab.

  2. Select the type of tab you want to add from the dropdown.

  3. Click

    The new tab is added. Now you can click the tab's name to rename it, move it to wherever you like in the tab order, and customize it. 

Overview tab

Fully edit the Overview tab's HTML to display any desired content or corporate branding. Insert text, images, styles, links and colors in the left-hand panel and preview on the right.

Resource tab

Upload content to your Resource Repository, and it's accessible from a resource tab you can add to the Environment Viewer. Resources can be whatever you want: documents, manuals, product guides.

External URL tab

You can also include an External URL tab which will be embedded as an iFrame.

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