4. Configuring a Workstation

After an installation is complete, you will need to configure the Screen Agent software on your workstation to complete the setup for screen recording. To do this, you must run the Screen Agent Configuration Wizard. In the sub-sections below, we will guide you through how to access the configuration wizard as well as the different configuration options available, and how each one applies to specific scenarios that are relevant to you.

4.1. How to Access the Configuration Wizard

After an installation is complete, you will need to configure the workstation to complete the setup for screen recording. To do this, you must run the Screen Agent Configuration Wizard. Below are the two ways you can access the configuration wizard:

1. Directly after a successful installation you will see the screen below which leads to the running of the configuration wizard

Fig. 4.1 Screen Agent Installer: Launching the Configuration Wizard

2. You can also access the Configuration Wizard through the Windows Start menu. To do this, click on the Windows Start menu ‘All Programs’ -> ‘Eventide Screen Agent’ -> ‘Eventide Screen Agent Configuration Wizard’ (as seen in Figure 4.2 below). After you click on ‘Eventide Screen Agent Configuration Wizard’, the window seen in Figure 4.1 above will open, and you can then start running through the configuration steps.

Fig. 4.2 Screen Agent Configuration Wizard: Accessing the Configuration Wizard

4.2. Choosing Your Configuration Option

Once you have accessed the Screen Agent Configuration Wizard, click ‘Next’ so that you are taken to the step which provides the different configuration options. These include options for an initial setup of the software, reclaiming a channel if your workstation is replaced, upgrading from an older version to the latest Screen Agent version, and removing a workstation. The sub-sections below provide more details on each one of these scenarios, and step-by-step guides for each of the configuration options.

4.2.1. Setting up a Workstation for the First Time

If you are setting up Screen Agent DX on a workstation for the first time, you will need to select the ‘Claim New Recorder Channel’ option. A “claim” results in a channel on the Screen Agent Interface in the Configuration Manager being locked such that only your workstation can record to it. When claiming a channel, you can also select the recording mode and other specific recording configurations. You can use this option if you are configuring your system directly after an installation, or if you haven’t already configured your client previously. Follow the steps below to claim a new recorder channel:

1. Run the Eventide Screen Agent DX Configuration Wizard. Refer to sub-section Section 4.1 How to Access the Configuration Wizard for details on how to do this.

2. Select ‘Claim New Record Channel’ and click ‘Next’.

Fig. 4.3 Screen Agent Configuration Wizard: Configuration Options

3. Provide a ‘Recorder IP’ and a ‘Channel Name’. If the Screen Agent Interface in the Configuration Manager requires authentication then you must provide a ‘Username’ and a ‘Password’. If not, you can leave these fields blank. Refer to appendix Section B Screen Agent Interface Authentication to check if authentication is required.

Fig. 4.4 Screen Agent Configuration Wizard: Claim New Recorder Channel

1. Select a Recording Mode with corresponding settings and click ‘Next’. Refer to appendix Section C Screen Agent Recording Modes for more details on Recording Modes.

Fig. 4.5 Screen Agent Configuration Wizard: Claim New Recorder Channel

5. Once the Setup Status indicates a successful configuration, click ‘Finish’.

Fig. 4.6 Screen Agent Configuration Wizard: Claiming Channel Complete

6. If you were running the Configuration Wizard directly after an installation, you will see the prompt below indicating that a reboot is recommended. The reboot is needed to provide the best possible recording quality. If you decide to reboot now, keep the box checked and click ‘Finish’.

Fig. 4.7 Screen Agent Installer: Reboot to Complete Installation

4.2.2. Replacing a Workstation by Reclaiming

The configuration client also allows one to “reclaim” a channel. This is usually used if a PC at a workstation is replaced by new hardware, but can also be useful if someone accidentally deleted the configuration, or uninstalled and then reinstalled Screen Agent on a previously configured PC.

This will reclaim the channel previously used and record with the configuration that was set up on your last system. The channel you are trying to reclaim cannot already be claimed. Please reference the appendix Section A Claim or Unclaim a Channel in the Configuration Manager to check whether a channel is already claimed, and how to perform a claim/unclaim on the boards page of the Configuration Manager.

Below are the steps involved in reclaiming a channel:

1. Run the Eventide Screen Agent Configuration Wizard. Refer to section sub-section Section 4.1 How to Access the Configuration Wizard for details on how to do this.

2. Select ‘Reclaim Existing Recorder Channel’ and click ‘Next’.

Fig. 4.8 Screen Agent Configuration Wizard: Configuration Options

3. Select the channel from the ‘Recorder System Channel’ drop-down corresponding to what was previously used to record this workstation. Provide the ‘Recorder IP Address’ previously used to record this workstation. Provide a ‘Username’ and a ‘Password’ if required. Refer to appendix Section B Screen Agent Interface Authentication to check if a Screen Agent Interface requires authentication. When done, click ‘Next’.

Fig. 4.9 Screen Agent Configuration Wizard: Reclaim Existing Recorder Channel

4. Once the channel has been successfully reclaimed, click ‘Finish’.

Fig. 4.10 Screen Agent Configuration Wizard: Reclaiming Channel Complete

4.2.3. Upgrading Screen Capture Software from Version 2.5 or Lower

If you have upgraded from a screen recording software that is version 2.5 or lower to Screen Agent DX, the Configuration Wizard will provide you with an option to migrate the configuration that was set up with the old version of the software. You will first need to uninstall the previous version from your workstation and then install Screen Agent DX. Once this is done, you will be given the option to migrate your legacy configuration.

Below are the steps to perform a migration of a legacy configuration:

1. Run the Eventide Screen Agent Configuration Wizard. Refer to sub-section Section 4.1 How to Access the Configuration Wizard for details on how to do this.

2. If you have had a previous version of screen recording software and uninstalled it, you will see the ‘Migrate Legacy Configuration’ option available. Select this migration option and click ‘Next’.

Fig. 4.11 Screen Agent Configuration Wizard: Configuration Options

3. If the Screen Recording Interface in the Configuration Manager requires authentication, then you will need to provide a ‘Username’ and a ‘Password’. Refer to appendix Section B Screen Agent Interface Authentication to check if a Screen Agent Interface requires authentication. After you are done, click ‘Next’.

Fig. 4.12 Screen Agent Configuration Wizard: Migrate Legacy Configuratrion

1. Once the Setup Status indicates that the migration has completed successfully, you can click ‘Finish’.

Fig. 4.13 Screen Agent Configuration Wizard: Migrating Configuration Complete

4.2.4. Deleting a Configuration

If your client is already configured to record, you have the option to delete the configuration so that it is no longer screen recording. Once deleted, you will be required to either ‘Claim a New Recorder Channel’ or ‘Reclaim an Existing Recorder Channel’ to start recording on the workstation again.

Below are the steps to delete a Screen Agent configuration:

1. Run the Eventide Screen Agent Configuration Wizard. Refer to sub-section Section 4.1 How to Access the Configuration Wizard for how to do this.

2. At this step you will see the ‘Delete Configuration’ option available to select. Once selected, click ‘Next’.

Fig. 4.14 Screen Agent Configuration Wizard: Configuration Options

3. You will be prompted to select a channel configuration associated with a specific recorder to permanently delete. Make a selection and then Click ‘Next’.

Fig. 4.15 Screen Agent Configuration Wizard: Delete Configuration

4. Once the configuration has been deleted you will have the option to ‘Start Over’ or ‘Finish’. If you click ‘Start Over’, you will be taken to the Setup Configuration Options step and allowed to select either ‘Claim New Recorder Channel’ or ‘Reclaim Existing Recorder Channel’ (refer to sub-section Section 4.2 Choosing Your Configuration Option for more details on these options).If you click ‘Finish’, you will exit the Configuration Wizard.

Fig. 4.16 Screen Agent Configuration Wizard: Deleting Configuration Complete