Configuring server-based document collaboration
Server-based document collaboration is a variety of document collaboration that uses the Rendering Service to render documents on the server. Participants view the document as a video stream delivered over the WebRTC API.
Prerequisites
Before configuring server-based document collaboration, check that your installation meets the general prerequisites for document collaboration.
Select server-based document collaboration by setting the configuration property com.unblu.documentcobrowsing.technology accordingly.
Server-based document collaboration requires a configured Rendering Service. For information on configuring the Rendering Service, refer to Configuring the Rendering Service.
General configuration options
For information on general configuration options, refer to the section General configuration options of the article Configuring and manipulating collaboration layers.
Configuration properties
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This section only covers properties that affect how participants use server-based document collaboration. Rendering Service configuration is covered separately in Configuring the Rendering Service. |
Review the following configuration properties in your conversation templates to configure server-based document collaboration according to your needs:
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com.unblu.conversation.collaboration.approval.approveActivateDocument: Determines whether the context person must approve launching a document collaboration layer.
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com.unblu.conversation.collaboration.action.allowMarkInDocumentCobrowsing: Specifies which participant types may use mark mode during document collaboration.
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com.unblu.conversation.collaboration.approval.approveMarkDocument: Lists the participant types whose use of mark mode requires the assigned agent’s approval.
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com.unblu.conversation.collaboration.action.allowRemoteControlInDocumentCobrowsing: Specifies which participant types may use remote control.
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com.unblu.conversation.collaboration.approval.approveRemoteControlDocument: Lists the participant types for whom the assigned agent must approve the use of remote control.
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com.unblu.conversation.collaboration.action.allowStopDocumentCobrowsing: Specifies which participant types may stop a document collaboration session.
Supported file types
Like universal co-browsing, server-based document collaboration takes place in a Chromium browser running in headless mode. Participants can thus collaborate on files in formats that Chromium supports, such as PDF files or images.
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Using server-based document collaboration with files of a type other than PDF relies on third-party services and involves uploading the files to the servers of those third parties. For more information, refer to the data security section of the Rendering Service deployment documentation and the section on supported file types in the introduction to Collaboration layers. |
See also
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For an overview of document collaboration, refer to Configuring the document collaboration layer.
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For information on configuring native document collaboration, refer to Configuring native document collaboration.
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For information on configuring the Rendering Service, refer to Configuring the Rendering Service.
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For information on setting up a document storage solution, refer to Setting up a dedicated document storage.