Configuring SMART Meeting Pro software

You can use the SMART Meeting Pro Settings dialog to change various administrator settings. You can also change your administrator password.

To access the SMART Meeting Pro Settings window

1. Tap the SMART Board icon in the notification area, and then select SMART Settings.

2. Tap SMART Meeting Pro Settings.

   The SMART Meeting Pro Settings log on dialog appears.

3. Type your administrator password, and then tap OK.

   Note 

   There is no password by default.

   The SMART Meeting Pro Settings dialog appears.

To change the administrator password

1. Tap the SMART Board icon in the notification area, and then select SMART Settings.

2. Tap SMART Meeting Pro Settings.

   The SMART Meeting Pro Settings sign in dialog opens.

3. Tap Change Password.

   The Change administrator password dialog appears.

4. Type your current password and new password in the appropriate text boxes.

5. Tap OK.

You can change general settings for SMART Meeting Pro software, including the following:

• Mode displayed when the software starts

• Whether meeting notes are emailed 3 Room license only

• Whether the operating system logs off by default when users end meetings 4 Room license only

To change general settings

1. Open the SMART Meeting Pro Settings window.

2. Tap the SMART Meeting Pro tab.

3. Change settings:

   Control	Procedure	Notes
   Default mode	Select Desktop to display Desktop mode when SMART Meeting Pro software starts. OR Select Whiteboard to display Whiteboard mode when SMART Meeting Pro software starts.	N/A
   In exit dialog, select “E‑mail” option	Select the check box to attach meeting notes to an email by default when users end a meeting.	This control is not applicable to personal licenses.
   In exit dialog, select “Log off” option	Select the check box to log off by default when users end a meeting.	This control is not applicable to personal licenses.

4. Tap OK.

You can change the default style, layout, ink, and saved file format used in Whiteboard mode. You can also change how often Whiteboard files are saved automatically or you can disable the auto-save and recovery feature.

To change Whiteboard mode settings

1. Open the SMART Meeting Pro Settings dialog.

2. Tap the Whiteboard tab.

3. Change settings:

   Control	Procedure	Notes
   Default whiteboard style	Select Unbound Whiteboard to present pages in Unbound Workspace. OR Select Classic Whiteboard to present pages in Classic Workspace.	In Unbound Workspace, pages have no defined boundaries, and the page area can be significantly larger than the viewable area. This is beneficial when users want to use Whiteboard mode for brainstorming or to zoom in on specific details in large, detailed maps, diagrams, or other images. In Classic Workspace, pages have defined boundaries, and the page area is usually the same as or slightly larger than the viewable area. This is beneficial when users want all content to be visible at the same time in the viewable area. SMART recommends that you select Unbound Workspace.
   Default whiteboard layout	Select Normal to display Whiteboard pages in Normal view by default. OR Select Full Whiteboard to display Whiteboard pages in Full Whiteboard view by default.	In Normal view, the page, menu, Page Sorter and full SMART Business Toolbar are visible. All the features of Whiteboard mode are accessible. In Full Whiteboard view, only the page and a minimized SMART Business Toolbar are visible. This provides more Whiteboard area for brainstorming and presenting.
   Default file save format	Select the default format for Whiteboard files.	N/A
   Ink type	Select Calligraphic to smooth digital ink automatically as users write or draw. OR Select Regular to not smooth digital ink automatically.	N/A
   Enable automatic recovery	Select the check box to enable automatic saving of Whiteboard files, and then type the interval in minutes between saves in the text box. OR Clear the check box to disable automatic saving of Whiteboard files.	If you disable automatic saving, users’ Whiteboard files will not be automatically saved and recovered if the software stops running unexpectedly.

4. Tap OK.

Room license only

If you don’t enable Microsoft Exchange integration, you can use SMTP email or the computer’s default email client instead.

To change email settings

1. Open the SMART Meeting Pro Settings dialog.

2. Tap the E-mail tab.

3. If you want to use SMTP email, change settings:

   Control	Procedure	Notes
   E-mail address	Type the sender email address.	The email address you enter will appear in the From field for any outgoing emails. If the computer doesn’t have an email client installed, don’t change the do not reply default value. This indicates to mail recipients that they can’t reply to emails they receive.
   SMTP server name	Type your SMTP server location.	N/A

   OR

   If you want to use the computer’s default email client, select the Use system e-mail check box.

   Important 

   If you enable Microsoft Exchange integration, you’re unable to use the computer’s default email client with SMART Meeting Pro software even if you select the Use system e-mail check box.

4. Tap OK.

To restore default email settings

1. Open the SMART Meeting Pro Settings dialog.

2. Tap the E-mail tab.

3. Tap Restore Defaults.

4. Tap OK.

You can specify whether stock Business Gallery content is shown or hidden and change the default folder where added content is stored. You can also add additional content folders.

To change Business Gallery settings

1. Open the SMART Meeting Pro Settings dialog.

2. Tap the Gallery tab.

3. Change settings:

   Control	Procedure	Notes
   Show Stock Content	Select the check box to show stock content. OR Clear the check box to hide stock content.	The Business Gallery contains an extensive collection of stock content, including templates for brainstorming, decision making and meeting management and shapes and icons for flow charts and notes. You can show this stock content while your organization develops its own. After your organization has developed its own content, you can hide the stock content.
   Save Gallery content added by the user in:	Type the path to the folder where you want content added by users to be saved.	N/A
   Additional gallery folders	To add a new content folder, tap Add and then browse to and select the folder. To change an existing folder, select it, tap Edit, and then browse to and select a new folder. To remove an existing folder, select it, tap Delete, and then tap Yes when prompted.	To view the contents of an added folder, users must have permission to view the folder. Select a folder and click Properties to view its permissions and other properties.

4. Tap OK.

Room license only

You can enable Microsoft Exchange integration, change a variety of automatic settings and configure a service account.

To change integration settings for an on-premise Microsoft Exchange server

1. Open the SMART Meeting Pro Settings dialog.

2. Tap the Microsoft Exchange tab.

3. Select the Enable Microsoft Exchange integration check box.

4. Change settings:

   Control	Procedure	Notes
   Room e-mail address	Type your meeting room email address.	N/A
   Auto start scheduled meeting at logon	Select the check box to enable automatic starting of scheduled meetings.	N/A
   Auto book ad hoc meeting at logon	Select the check box to enable automatic creation of ad hoc meetings.	N/A
   Auto reset room after meeting end time	Select the check box to enable the automatic end‑meeting feature, and then select the delay time before the meeting automatically ends (in minutes) from the drop-down list.	N/A
   Auto insert agenda at meeting start	Select the check box to automatically insert your meeting details.	N/A
   Use Single sign-on	Select the check box to enable Single sign-on (SSO) to connect to Microsoft Exchange (recommended). If not selected, users will have to enter their user name and password (Basic Authentication) to connect to your organization (user name and password).	When SSO is used, the authentication server (for example, Azure) must be configured to allow access to SMART Meeting Pro. SMART Meeting Pro is available from the Azure AD Gallery. Refer to Microsoft Support for how to add enterprise apps. Microsoft has deprecated Basic Authentication. Modern servers will not authenticate the user using this method.
   Use service account instead of logged on user’s credentials	Select the check box to use a service account, and then type your domain, user name, and password in the appropriate boxes. If Single sign-on is selected, do not select this option.	Service accounts require special configuration by the system administrator. By default, you should not use the service account options or enter your domain information. If the service account is not configured correctly, SMART Meeting Pro software may not function as expected. Contact the system administrator for further details. When Single sign-on is selected, service accounts should not be used. If they are, the authentication server will continue to display a message asking for the service account user’s password. Microsoft has disabled Basic Authentication for all Exchange Online tenants.

5. Tap OK.

To change integration settings for an Office 365-hosted Microsoft Exchange server

1. Open the SMART Meeting Pro Settings dialog.

2. Tap the Microsoft Exchange tab.

3. Select the Enable Microsoft Exchange integration check box.

4. Change settings:

   Control	Procedure
   Room e-mail address	Type your meeting room email address.
   Auto start scheduled meeting at logon	Select the check box to enable automatic starting of scheduled meetings.
   Auto book ad hoc meeting at logon	Select the check box to enable automatic creation of ad hoc meetings.
   Auto reset room after meeting end time	Select the check box to enable the automatic end‑meeting feature, and then select the delay time before the meeting automatically ends (in minutes) from the drop-down list.
   Auto insert agenda at meeting start	Select the check box to automatically insert your meeting details.

5. Tap Server Settings.

   The SMART Meeting Pro Settings dialog appears.

6. In the Microsoft Exchange Server section, select Manually specify server, and then type https://outlook.office365.com/ews/exchange.asmx in the Server URL box.

7. In the Active Directory server section, select Automatically detect server.

8. Tap OK.

9. Tap OK.

10. Restart SMART Meeting Pro software.

11. Enter your Office 365 credentials when prompted.

    Notes 

    • Enter the user name in the form of an email address.

    • Confirm with your Office 365 administrator the correct form of the email address. For example, John Smith’s email address might be jsmith@example.com or john.smith@example.com depending on how his organization has set up his Office 365 credentials.