Do you need to train users on a SaaS application?
With a quick procedure, you can create a fully featured training class in which each student has direct personal access to your SaaS application.
In order to provide a training environment in which each student can access your SaaS application and learn the application in an instructor-led class, all you need to do is to create and snapshot a CloudShare custom environment which is based on our out-of-the-box dedicated SaaS template. You can then create a class based on the blueprint containing the snapshot.
Following the steps below, you create a VM from our dedicated SaaS template, which is specially customized to provide each student with direct access to a SaaS application of your choice, without exposing the VM's OS or any browser interface. When the student selects the SaaS VM's tab in their environment viewer, they immediately access the SaaS application, pre-opened in a browser in "kiosk" mode. The class features all the training functionality provided in all CloudShare classes, such as student thumbnails for the instructor, classroom chat, over-the-shoulder assistance and more.
You can add multiple SaaS VMs to an environment, and even can combine them with any other VMs.
To create a SaaS training class:
Create a custom environment (Environments > Create Environment >Custom Environment). When you get to step 3 (Add VMs), select the SaaS Infra Templates tab and add a SaaS Template machine from this tab to your environment.
This adds a machine to your environment that will run a browser pointing to your application URL, while hiding the OS and the browser from the user.
Add any additional VMs required for your environment and work through the remaining environment creation steps. If desired, you can add additional SaaS VMs. Each can display a different SaaS application.
When your environment has finished preparing, edit the viewer customization (Edit Environment > Customize Viewer).
Some advanced customizations are automatically applied to SaaS VMs. Therefore, the Customize Environment Viewer page opens in Advanced Settings mode.
Customize the name of the SaaS tab: Find the SaaS Template tab on the list of tabs, click the name and overwrite it. The tab you are naming is the tab the students will select in the viewer to access the SaaS application, so probably you'll want to rename this to be the name of the application.
Customize the URL to point to your SaaS application: Select the now renamed SaaS template tab. A URL field appears on the right. Enter the URL in the URL field. This is the URL that students will be directed to when they navigate the machine's tab. They will not be able to browse away from the URL. Typically, you will want to enter the login page for your application, where each student will log in using a unique set of credentials.
It takes a few minutes for the URL change to take effect.
This step is the most essential step since it directs your students to your SaaS application.
Choose whether you want Start tab in full screen to be set to ON or OFF.
If set to ON, the tab opens initially in full screen mode when selected. Once the tab is open, the user can toggle between regular and fullscreen mode as usual. If the user navigates away from the tab and back again, the tab opens again in full screen.
Optionally, change the default tab. This is the first tab the user will see when viewing the environment. To change it, click General Configurations and then select the tab you want in the Default tab dropdown list.
Make any further Environment Viewer customizations. For example, you might customize the Overview tab to give your students an overview of your class, and add a Resources tab to provide users with complementary training materials.
Click Save to save all of your customizations.
Preview the environment in the viewer (Go to the environment's details page and click View). Tweak the viewer customizations as needed until the viewer looks just how you want it to look for your students.
When you're happy with the environment viewer customization, take a snapshot (in the environment's details page, click Take Snapshot). Be sure to check Set as default in the Take Snapshot form. (For any help with snapshot details, see Take a Snapshot.)
Create the class, specifying the blueprint that contains the snapshot you just took.
You have now created a SaaS training class. You can register students as needed.