ScreenMeet

Knowledge base documentation for ScreenMeet.

v1

• Introduction: This article serves as an introduction to ScreenMeet support documentation.
• Overview: This article outlines what the ScreenMeet remote support tool does.
• Requirements: This article outlines the requirements to run the ScreenMeet remote application program.
• Deploying a Pre-installed Client: This article outlines how administrators can deploy pre-installed clients to their users devices.
• TLS/SSL Inspection and ScreenMeet: Configuration and Security Controls: How TLS/SSL inspection affects ScreenMeet, the recommended do-not-decrypt configuration, industry context, and compensating security controls.
• Certificate-Based Device Validation
• Remote Support Settings: This article outlines the available settings for remote support.
• File Transfer Settings: This file outlines the file transfer settings for remote support.
• File & Recording Storage: This article outlines the available settings for file and recording storage.
• AWS S3 File Storage: This article outlines how to use AWS S3 file storage for remote support recordings.
• Custom Windows Tools: This article informs admins how they can make shortcuts available in the agent's toolbar.
• Remote Support Branding
• Custom Consent Message
• Timeout Settings: This article outlines the timeout settings for remote support sessions.
• Remote Support Custom Domains
• Retrieving Logs: This article outlines how logs can be retrieved from the end user's device.
• Review Agent Sessions: This article outlines how an administrator can view their agent's remote support sessions.
• Starting a session: This article outlines how to start a remote support session.
• Instructions to Person at End Point Device: This article outlines instructions for a user at an end device for remote support.
• New Remote Support Client for Windows
• New Remote Support Client for Mac
• Connecting to Mac devices: This article outlines how to connect to Macs using ScreenMeet remote support.
• Connecting to ChromeOS devices
• Connecting to Mobile devices
• Reviewing a Session
• Screen Annotation: This article outlines how the annotation feature works within Remote Support.
• Screenshot: This article outlines the ways to upload screenshots in remote support.
• System Information: This article outlines how to view device information in ScreenMeet remote support.
• Zoom to Original Size: This article outlines how to zoom in on the view of the remote device.
• Stream Performance: This article outlines how to adjust stream performance in remote support.
• Invite Agents To Join Session: This article outlines how to invite other agents to the remote support session.
• File Transfer: This article outlines how to complete a file transfer within Remote Support.
• Chat: This article outlines how to utilize the chat feature in remote support.
• Leave Session: This article outlines how to leave a remote support session.
• Connection Information: This article outlines information about the ScreenMeet remote support connection.
• Minimize/Maximize Tools: This article outlines how to minimize or maximize ScreenMeet remote support tools.
• Pasting Text from Clipboard
• Request Remote Control: This article outlines how to request remote control in remote support.
• Request Administrator Permissions: This article outlines how to request admin permissions through remote support.
• Windows Tools: This article outlines the available windows tools in remote support.
• Clipboard: This article outlines how to utilize the ScreenMeet remote clipboard.
• Privacy Curtain: This article outlines how to utilize the privacy curtain within remote support.
• Auto Login: This article outlines how to enable the auto-login functionality.
• Reboot Safe Mode: This article outlines how to reboot the machine in safe mode through remote support.
• Troubleshooting Keyboard Input in Virtual Machines and Multi-Language Environments
• November: ScreenMeet Remote Support Release notes - Nov 19
• October: ScreenMeet Remote Support Release notes - Oct 19
• September: ScreenMeet Remote Support Release notes - Sept 19
• August: ScreenMeet Remote Support Release notes - Aug 19
• July: ScreenMeet Remote Support Release notes for July 2019
• January: ScreenMeet Remote Support Release notes January 2020
• February: ScreenMeet Remote Support Release notes Feb 2020
• March: ScreenMeet Remote Support Release notes March 2020
• September: ScreenMeet Remote Support Release notes Sept 2020
• October: ScreenMeet Remote Support Release notes Oct 2020
• Remote Support Release Notes - Q1 22: ScreenMeet Remote Support Release notes Q1 22
• Remote Support Release Notes Q2 22: Explore the product enhancements and issues resolved in the Q2 2022 release notes for Remote Support including updates for in-console audio playback, and Windows users.
• Remote Support Release Notes Q3 22: Explore the latest product enhancements and bug fixes for ScreenMeet Remote Support in the Q3 2022 release, including updates to support new SSL certificates.
• Remote Support Release Notes Q4 22
• Remote Support Release Notes Q1 23: Explore the latest product enhancements and bug fixes for ScreenMeet Remote Support in the Q1 2023 release.
• Remote Support Release Notes Q2 23: Explore the latest product enhancement and bug fixes for ScreenMeet Remote Support in the Q2 2023 release.
• Remote Support Release Notes Q3 23
• Remote Support Release Notes Q4 23
• Remote Support Release Notes Q1 24
• Remote Support Release Notes Q2 24
• Remote Support Release Notes Q3 24
• Remote Support Release Notes Q4 24
• Overview & Requirements: This article outlines the ScreenMeet Live product at a high level.
• Live Settings: This article outlines the available settings that an admin can change for ScreenMeet Live.
• File Transfer Settings
• AWS S3 File Storage
• Custom Background: This article outlines how an admin can upload a background that their users can use in ScreenMeet Live.
• Custom Domain: This article outlines the capability for ScreenMeet to create a custom domain for Live.
• Custom URL: This article outlines changing live URL parameters to include user names as part of the URL when making new sessions.
• Custom Styling Guide: This article outlines custom styling/branding for ScreenMeet Live.
• Starting a Session: This article outlines how to start a Live Session.
• Hosting a Desktop Session: This article outlines how to start a Live Desktop session.
• Hosting a Mobile Session: This article outlines how to host a ScreenMeet Live session on Mobile.
• Scheduling a Session
• Reviewing a Session: This article outlines how to review a ScreenMeet Live session.
• Live Troubleshooting Guide
• Hosting a Desktop Session - prior edition: This article outlines how to host a desktop session for our legacy version of ScreenMeet Live.
• Live Release Notes Q1 22: This article describes recent changes to the ScreenMeet Live platform.
• Live Release Notes Q2 22: Explore the latest updates from the Q2 2022 release including browser title customization, iOS Chrome support, and session recordings.
• Live Release Notes Q3 22: Explore the latest product enhancements and corrected issues from the Q3 2022 release including simultaneous desktop.
• Live Release Notes Q4 22
• Live Release Notes Q1 23: Explore the latest product enhancements and corrected issues from the Q1 2023 release, including new snapshot functions, camera settings, and remote control improvements.
• Live Release Notes Q2 23: Explore the latest product enhancements and issues resolved from the Q2 2023 release.
• Live Release Notes Q3 23
• Live Release Notes Q4 23
• Live Release Notes Q1 2024
• Live Release Notes Q2 2024
• Live Release Notes Q3 2024
• Live Release Notes Q4 2024
• Beam Overview: This article serves as an overview of ScreenMeet Beam. This is our unattended remote support application that allows agents to connect without needing the end user.
• Requirements: This document outlines the requirements for Beams / Unattended ScreenMeet support.
• Beam Client: Installation, Deployment, and Configuration Guide
• Beam Groups: Setup, Settings, and Access Management
• Connecting to a Device Using Beam: This article outlines how to connect to a device using ScreenMeet beams.
• Refreshing Connection
• Beam Release Notes Q1 22: This article outlines the recent changes made to the Beam platform.
• Beam Release Notes Q2 22: Explore the latest product enhancements for ScreenMeet Beam in the Q2 2022 release.
• Beam Release Notes Q3 22: Explore the latest product enhancements and resolved issues for ScreenMeet Beam in the Q3 2022 release.
• Beam Release Notes Q4 22: Explore the latest product enhancements for ScreenMeet Beam in the Q4 2022 release.
• Beam Release Notes Q1 23: Explore the latest updates for ScreenMeet Beam in the Q1 2023 release, including product enhancements and bug fixes.
• Beam Release Notes Q2 23: Explore the latest product enhancements and bug fixes for ScreenMeet Beam in the Q2 2023 release.
• Beam Release Notes Q3 23
• Beam Release Notes Q4 23: Explore the latest product enhancements and bug fixes for ScreenMeet Beam in the Q3 2023 release.
• Beam Release Notes Q1 24
• Beam Release Notes Q2 24
• Beam Release Notes Q4 24
• Overview: This article serves as a summary for the CoBrowse platform.
• Requirements: This article serves as a list of the requirements to utilize ScreenMeet CoBrowse.
• Cobrowse Settings: This article outlines all of the various settings that you can customize for your CoBrowse experience.
• File Storage on AWS: This article outlines utilizing AWS S3 buckets for CoBrowse recordings.
• CoBrowse Deployments
• File Transfer Settings
• Quick Links
• Getting end users into a CoBrowse Session
• Cobrowse Script: This article shows the required scripts that must be added to your web page in order for the CoBrowse platform to work.
• Hotkeys: This article enables hotkeys that can be used within the CoBrowse experience.
• Localization: This article outlines adding locale data to customize the CoBrowse experience.
• Remove End Cobrowse Button: This article outlines removing the "End CoBrowse" button.
• Custom Copy: This article outlines how you can change the text elements within the CoBrowse platform.
• Advanced CSS customization: This article outlines how a web developer can customize CoBrowse UI elements.
• Creating a Custom UI: This article outlines how you can develop your own UI elements to start/end sessions for CoBrowse.
• Configuring Information Security & PII: This article outlines how you can configure the CoBrowse experience to hide protected/sensitive information from being displayed.
• Starting a Session with a URL: This article outlines how you can start a CoBrowse session with a URL.
• Events: This article outlines the events that happen when CoBrowse sessions are started or stopped.
• Video Chat Integration: This article outlines how you can enable ScreenMeet Live to work within CoBrowse.
• Multiple Domain and Subdomain support: This article outlines how CoBrowse sessions can traverse through multiple domains and subdomains.
• Remote Control
• Canvas
• Troubleshooting
• Minimal Cobrowse Script
• Starting a Session: This article outlines how an agent can start a CoBrowse session.
• Hosting a Session: This article outlines how an agent can host a CoBrowse session.
• Reviewing a Session: This article outlines how a CoBrowse session can be reviewed after the session has happened.
• CoBrowse Release Notes Q1 22: This article outlines recent changes that have been made to the CoBrowse platform in the first quarter of 2022.
• CoBrowse Release Notes Q2 22: This article highlights issues resolved, product enhancements, and feature updates for ScreenMeet CoBrowse in the Q2 2022 release.
• CoBrowse Release Notes Q3 22
• CoBrowse Release Notes Q4 22
• CoBrowse Release Notes Q1 23
• CoBrowse Release Notes Q2 23: This article highlights bug fixes and product enhancements for ScreenMeet CoBrowse in the Q2 2023 release.
• CoBrowse Release Notes Q3 23
• CoBrowse Release Notes Q4 23
• CoBrowse Release Notes Q1 24
• CoBrowse Release Notes Q2 24
• CoBrowse Release Notes Q3 24
• CoBrowse Release Notes Q4 24
• Overview: This article describes how the ScreenMeet Replay tool functions.
• Requirements: This article outlines the requirements for ScreenMeet Replay.
• Apex API to Start Replay: This article describes how to use Salesforce Apex to start a ScreenMeet replay session.
• Replay Settings: This article outlines what available settings there are for ScreenMeet replay.
• Starting a Replay: This article outlines how to start a ScreenMeet replay session.
• Creating a Replay Recording: This article outlines how to create a ScreenMeet replay recording.
• Reviewing a Replay
• Replay Release Notes Q1 2022: This article outlines recent changes made to the ScreenMeet replay platform.
• Replay Release Notes Q4 22
• Replay Release Notes Q1 23: This article outlines recent product enhancements and corrected issues made to ScreenMeet Replay in the Q1 2023 release.
• Replay Release Notes Q2 23
• Replay Release Notes Q3 23
• Replay Release Notes Q1 24
• Replay Release Notes Q2 24
• Overview
• Requirements
• AI Summary Studio
• AI Summary History
• Frequently Asked Questions
• AI Release Notes Q4 24
• Mobile SDK
• Overview: This article serves as an overview for the mobile SDK
• Getting a Mobile API Key: This article outlines how to get a mobile API key for ScreenMeet
• Session Events for Mobile
• Overview: This article serves as an overview for the Android SDK
• Android SDK Quickstart: This article serves as a quick start for the android SDK.
• Developer Notes: This article serves as developer notes for android.
• Developer Notes (3.0.11)
• How-to: Display a video stream to the end-user
• How-to: Setup the app for Laser Pointer
• Overview: This article serves as an overview for the iOS SDK.
• iOS SDK Quickstart: This article serves as a quickstart guide to the iOS SDK.
• Developer Notes: This article serves as developer notes for the iOS SDK.
• Mobile SDK Release Notes: Mobile SDK release notes for Q1 '22
• Overview: This article serves as an overview for Salesforce integration.
• Requirements: This article serves as an outline of requirements for Salesforce Integration.
• Installing ScreenMeet for Salesforce
• ScreenMeet Permissions and Roles Overview: This article serves as an overview of Salesforce Permissions.
• Service Account Setup: This article serves as an overview of the service account for Salesforce.
• Manage Beam Group Permission Set
• Adding the ScreenMeet Component to Object Records: This article serves as a guide to add the screenmeet component to Salesforce.
• Enabling features within the Salesforce + ScreenMeet component
• Configure ScreenMeet for a New Salesforce Sandbox
• Sign in to console.screenmeet.com
• AI Summarization
• Upgrading ScreenMeet for Salesforce
• Upgrading to ScreenMeet for Salesforce v1.27: Migrating Away from Username-Password Authentication
• Upgrading to 1.16+
• Upgrading to 1.15: This article serves as a guide to upgrade ScreenMeet Salesforce integration to 1.15
• Upgrading to v1.12: This article outlines upgrading Salesforce ScreenMeet integration to 1.12
• Component settings
• Relationships to Other Objects: Data: This article serves as an outline for the junction object for ScreenMeet + Salesforce.
• Page Layouts for Related Objects: This article serves as an overview for junction page layouts within Salesforce
• Managing Features with Permission Sets: This article serves as an overview for custom permissions within Salesforce for ScreenMeet.
• Creating a ScreenMeet Dashboard within Salesforce: This article serves as an example guide to make dashboards for Salesforce in ScreenMeet
• Included Reports and how to add them into Dashboards
• ScreenMeet Reporting without Cases
• Exporting ScreenMeet + Salesforce data to third party visualization tools
• Session Metrics for Remote Support Sessions in Salesforce
• Customer initiated sessions with a chatbot: This article provides step-by-step instructions to streamline the session creation workflow for agents in Salesforce.
• Apex API Overview: This article serves as an overview for the Apex API
• ScreenMeet Live Session Object: This article describes the fields ScreenMeet utilizes within the Salesforce Live Session Object.
• Apex API Reference: This article serves as a reference guide for the Apex API.
• Example: Automatic Live Call Scheduling: This article serves as an example to schedule calls automatically using Live.
• Starting a Session from within Salesforce: This article serves as a guide to start sessions in Salesforce.
• Running a Session: This article outlines how to utilize each product inside of Salesforce.
• Session History Within Case: This article serves as an overview of session history within Salesforce for ScreenMeet.
• INVALID_FIELD: This article serves as an overview of the invalid field error.
• TypeError: Failed to fetch: This article serves as an overview of the failed to fetch error and how to correct it.
• Package Installation Error - Case-Case Layout: feedLayout is not supported for this layout: This article serves as a guide on how to fix the case layout error message.
• HTTP 404 Error Code NOT_FOUND: This article serves as a guide on how to fix the error not found error.
• INVALID_FIELD_FOR_INSERT_UPDATE: This article serves as a guide on how to fix the invalid field error.
• No Option to Reset Security Token: This article serves as a guide on how to view the security token dialogue if it is not appearing.
• 404 NO_ACCESS: This article serves as a guide on how to fix the 404 no access error.
• Release Winter 22 (1.15): This article serves as an outline of changes made in the Winter 22 release
• Release Summer 21 (1.14): This article serves as an outline of changes made in the Summer 21 release.
• Release Winter 2021 (v1.12): This article serves as an outline of the 2021 Winter release.
• Release Summer 2020 (1.9): This article outlines changes made in Summer 2020 for Salesforce.
• Salesforce Release Notes Q1 22: This article serves as release notes for Salesforce Q1 2022.
• Salesforce Release Notes Q3 22
• Salesforce Release Notes Q4 22
• Salesforce Release Notes Q1 23
• Salesforce Release Notes Q3 23
• Salesforce 2024 Release Notes
• Overview: This article serves as an overview for the ServiceNow integration
• Requirements: This article serves as an overview for the requirements of the ServiceNow integration.
• Known Issues on Xanadu
• Getting Application from ServiceNow Store: This article serves as a guide on how to get the ServiceNow application.
• Guided Setup: This article serves as an overview for the ServiceNow guided setup.
• Fine tune access and features with roles and groups within ServiceNow
• Configure ScreenMeet to only show on specified tables
• Dashboards and Reports
• AI Summarization
• AI Assist
• Upgrading your ServiceNow + ScreenMeet application
• Ensuring Successful Cloning of a New ServiceNow Instance with ScreenMeet Settings
• ScreenMeet Beam + ServiceNow Installation: This doc gives instructions for installing ScreenMeet Beam for a Windows/Mac in ServiceNow and how to add a Beam Group inside of ServiceNow.
• Manage Beam Access via ServiceNow Roles and Groups
• API Details: This article serves as a reference guid for the ScreenMeet/ServiceNow API.
• Overview: This article serves as an outline of the API for ServiceNow.
• Starting a Session from within ServiceNow: This article serves as a guide on how to start sessions from within ServiceNow.
• Starting a Beam Session
• Running a Session: This article serves as a guide on how to run sessions inside of ServiceNow.
• Session History within Case: This article serves as a guide on how to view session history within a ServiceNow case.
• Reviewing Session Logs in ServiceNow
• ServiceNow Release Notes Q1 22: This article serves as a release note document for Q1 22 for ServiceNow.
• ServiceNow Release Notes Q3 22
• ServiceNow Release Notes Q1 23
• ServiceNow Release Notes Q3 23
• ServiceNow Release Notes Q2 24
• ServiceNow Release Notes Q3 24
• ServiceNow Release Notes Q4 24
• ScreenMeet Screen Sharing for Tanium Direct Connect: Overview
• Requirements and Network Configuration for Tanium Screen Sharing
• Screen Sharing User Role Permissions
• Starting a Screen Sharing Session from Tanium
• Unattended Screen Sharing Sessions and Personas
• Managing Sessions: View, Join, End, and Audit
• Tanium FAQ
• Requirements & Overview: This article serves as a requirement/overview for Zendesk integration.
• Installation Guide: This article serves as a guide on how to install the ScreenMeet Zendesk integration.
• Sign in with Zendesk: This article serves as a guide on how to sign into ScreenMeet inside of Zendesk.
• Creating a Session: This article serves as a guide on how to create a session within Zendesk.
• Create Multiple Sessions: This article serves as a guide on how to create multiple ScreenMeet sessions in Zendesk.
• Zendesk Release Notes Q3 22
• Overview: This article serves as an overview of the Dynamics 365 integration.
• Requirements: This article serves as a requirement list for D365 integration.
• Installation
• Initial Installation: This article serves as a guide on how to install ScreenMeet in Omnichannel.
• Configuring Environment Variables: This article serves as a guide on how to configure environment variables for the omnichannel integration.
• Configure API service: This article serves as a guide on how to configure the API service for the Omnichannel ScreenMeet integration.
• Finalize Configuration: This article serves as a guide on how to finalize the Omnichannel integration.
• Enable ScreenMeet for Omnichannel Chat Widget: This article serves as a guide on how to enable the ScreenMeet Omnichannel Chat widget.
• Starting a Session from Dynamics: This article serves as a guide on how to start a ScreenMeet session inside of Dynamics.
• Running a Session: This article serves as a guide on how to run a Dynamics session based on which ScreenMeet product you are using.
• Session History within Dynamics: This article serves as a guide on how to view session history within Dynamics.
• Overview
• Requirements
• Initial Installation
• Configuring Environment Variables
• Configure API service
• Finalize Configuration
• Microsoft D365 Release Notes Q1 22: This article serves as an overview of recent changes made to Omnichannel.
• Microsoft D365 Release Notes Q2 22: This article for the Q2 2022 release highlights ScreenMeet now provides an integration with Dynamics Customer Service Hub.
• Microsoft D365 Release Notes Q3 22
• Microsoft D365 Release Notes Q4 2022
• Microsoft D365 Release Notes Q1 23
• Microsoft D365 Release Notes Q2 23
• How To Install ScreenMeet in Your Genesys Instance
• Overview: This article serves as an overview for the ScreenMeet administrator console.
• Users: This article serves as an overview if the users tab in console.
• Settings and Policies: This article serves as a guide on the Settings and Policies within Console.
• Review Agent Sessions: This article serves as a guide on how to review agent sessions.
• Mobile API Keys: This article serves as an overview for the mobile API keys
• Integration Signing Key: This article serves as an overview of the integration signing key.
• Webhooks: This article serves as an overview for Webhooks.
• Error Log: This article serves as an overview for the error log.
• Data Export: This article serves as an overview for the data export.
• Regional Geo-Fencing
• Hosted iFrame Wrapper: This article serves as an overview for the iFrame wrapper.
• Session Download Metadata API: This article serves as an overview for the metadata API.
• Signing into ScreenMeet console with Microsoft Entra ID (Azure AD): This article serves as an overview for the Azure Active directory sign in process.
• Configuring ScreenMeet / Microsoft Entra ID integration: This article serves as an overview for configuring the Azure Active Directory.
• Using your Azure Blob for ScreenMeet File Storage: This article serves as an overview for how to use an azure blob for file storage.
• Okta Integration: This article outlines how to use Saml/Okta integration for ScreenMeet.
• ScreenMeet Enterprise Deployment Guide: ScreenMeet Enterprise Deployment Guide. Best practices recommended for deploying ScreenMeet on enterprise networks and devices.
• Egress IP Addresses: This article serves as an overview for which IP addresses must be whitelisted.
• Security: This article serves as an overview of Security Practices for ScreenMeet
• Firewall configuration / whitelisting: This article outlines firewall configuration for ScreenMeet.
• SSL certificates for installed applications
• Configuring Webhooks for Data Sync: This article outlines how to configure Webhooks.
• Webhook Data Dictionary: This article outlines the webhook data dictionary.
• ScreenMeet Platform Release Notes Q2 22
• ScreenMeet Platform Release Notes Q3 22
• ScreenMeet Platform Release Notes Q4 22
• ScreenMeet Platform Release Notes Q1 23
• ScreenMeet Platform Release Notes Q2 23
• ScreenMeet Platform Release Notes Q3 23
• ScreenMeet Platform Release Notes Q1 24
• ScreenMeet Platform Release Notes Q2 24
• ScreenMeet Platform Release Notes Q3 24
• ScreenMeet Platform Release Notes Q4 24
• Overview: This article outlines the trial account process.
• Cobrowse Demo: This article outlines the CoBrowse demo site.
• Salesforce Customers
• ServiceNow Customers
• ScreenMeet Console Customers
• Features
• Reporting Issues & Creating Portal Account
• Resetting passwords for standalone organizations
• ScreenMeet + Tanium Troubleshooting: Identify and troubleshoot ScreenMeet + Tanium issues with these steps.
• Retrieving ScreenMeet logs/ID for troubleshooting purposes: This article outlines the steps for retrieving ScreenMeet logs/IDs for troubleshooting purposes.
• Subscribe to ScreenMeet Release Notes
• ScreenMeet 2026 Release Notes
• ScreenMeet 2025 Release Notes