WebEx Meeting Center

User Guide
For Hosts, Presenters, and
Participants

WBS29.11
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Last updated: 01062015

www.webex.com
Table of Contents

Host a Meeting ............................................................................................................... 1

Quick reference tasks: host a meeting ...................................................................... 1

Grant or remove privileges ........................................................................................ 3

Meeting transcripts .................................................................................................... 4

Send a meeting transcript to participants............................................................ 5

Panels ....................................................................................................................... 5

Manage panels ................................................................................................... 6

Overview of Meeting Controls Panel................................................................... 6

Resizing the content viewer and panels area ..................................................... 7

Access the meeting window using the keyboard ....................................................... 7

Work with the participant list ............................................................................... 8

Copy text from the Chat panel ............................................................................ 9

Enter text in an input box .................................................................................... 9

Access the Meeting Controls Panel during sharing ............................................ 9

Screen reader support ............................................................................................ 10

Join a Meeting.............................................................................................................. 11

Join from the Meeting Center calendar ................................................................... 11

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 Join a meeting from the host's personal page ......................................................... 12

Register for a meeting from the meeting calendar .................................................. 12

Register for a meeting from the host's personal page ............................................. 13

Meeting information................................................................................................. 13

Obtain meeting information from the meeting calendar .................................... 14

Obtain meeting information from the host's personal page ............................... 14

Add a meeting to your calendar program ................................................................ 14

Have trouble joining your first WebEx meeting?...................................................... 15

ActiveX download ............................................................................................. 15

Attempt to join using Java ................................................................................. 16

Install an add-on for a Mac ............................................................................... 16

Use the Calendar ......................................................................................................... 17

About the meeting calendar .................................................................................... 17

Open a calendar view of all scheduled meetings .................................................... 17

Register for a meeting from the meeting calendar .................................................. 18

About the Today view.............................................................................................. 18

About the Daily view................................................................................................ 19

About the Weekly view ............................................................................................ 19

About the Monthly view ........................................................................................... 20

About the Search Results page............................................................................... 20

Schedule a Meeting ..................................................................................................... 23

Schedule a meeting with the Quick Scheduler ........................................................ 24

ii
Schedule a meeting with the Advanced Scheduler ................................................. 24

Add a scheduled meeting to your calendar program ............................................... 25

Start a meeting from your iPhone............................................................................ 26

Allow another user to schedule meetings for you .................................................... 26

About the Quick Scheduler ..................................................................................... 27

About the Required Information page ..................................................................... 29

About the Date & Time page ................................................................................... 31

About the Audio Conference page .......................................................................... 32

Questions about setting up an audio conference .............................................. 35

About the Invite Attendees page ............................................................................. 37

About the Select Attendees page ............................................................................ 38

About the Registration page .................................................................................... 39

Accept or reject registration requests ............................................................... 40

About the Agenda & Welcome page ....................................................................... 41

About the Add/Select Presentation page .......................................................... 43

About the Meeting Options page ............................................................................. 43

About the Attendee Privileges page ........................................................................ 45

About the Review page ........................................................................................... 46

Choose a level of security for a scheduled meeting ................................................ 47

Meeting templates ................................................................................................... 48

Use an existing template for scheduling ........................................................... 48

Use an existing meeting template to create a new template............................. 49

iii
 About the Meeting Scheduled page (for meeting hosts) ......................................... 50

About the Meeting Information page (for meeting hosts) ........................................ 50

About the Meeting Information page (for attendees) ............................................... 50

Schedule a Personal Conference or MeetingPlace Personal Conference meeting53

Set up a Personal Conference or MeetingPlace Personal Conference meeting ..... 53

Start a Personal Conference or MeetingPlace Personal Conference meeting ........ 54

Add a Personal Conference or MeetingPlace Personal Conference meeting to your

calendar program .................................................................................................... 55

About the Personal Conference Meeting Information page (host)........................... 55

About the Personal Conference Meeting Information page (for attendees) ............ 56

Use WebEx Audio ........................................................................................................ 57

Use your telephone to connect to audio .................................................................. 57

Use your computer to connect to audio................................................................... 58

Fine tune your microphone and speaker settings ............................................. 59

Leave an audio conference ..................................................................................... 59

Switch from your computer connection to a phone connection ............................... 60

Switch from your phone connection to a computer connection ............................... 60

Connect to audio during sharing ............................................................................. 60

Mute and unmute microphones ............................................................................... 61

Ask to speak in an audio conference ...................................................................... 61

Schedule an audio conference with ANI/CLI authentication.................................... 62

Specify call-in authentication for your host account .......................................... 63

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 Specify an authentication PIN ........................................................................... 64

Edit or update your stored phone numbers ............................................................. 64

Use Integrated Voice Conferences ............................................................................ 67

Start or end an integrated voice conference ........................................................... 67

Join or leave an integrated voice conference .......................................................... 68

Speak in a voice conference ................................................................................... 68

Send and Receive Video ............................................................................................. 69

Minimum system requirements for video conferencing ........................................... 70

Quick reference tasks: video conferencing ............................................................. 70

Lock focus on one participant.................................................................................. 71

Manage video display during sharing ...................................................................... 72

Obtain video and audio data during a meeting ........................................................ 72

Meet Instantly with "Meet Now" ................................................................................. 75

Create default settings for One-Click instant meetings ........................................... 75

Start an instant meeting from your WebEx site ....................................................... 76

Install WebEx Productivity Tools ............................................................................. 76

Start an instant meeting from the WebEx Productivity Tools panel on Windows .... 77

Start an instant meeting using shortcuts ................................................................. 77

Uninstall WebEx Productivity Tools......................................................................... 78

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Cisco Collaboration Meeting Rooms ......................................................................... 79

Manage Meeting Recordings ...................................................................................... 81

View a list of your recorded meetings ..................................................................... 81

About the My Recorded Meetings page............................................................ 81

Upload a recorded meeting file ............................................................................... 82

Edit information about a recorded meeting ............................................................. 83

Send an email to share a recorded meeting ........................................................... 83

Share Content .............................................................................................................. 85

Quick reference tasks: share content ...................................................................... 86

Share a file .............................................................................................................. 88

Choose an import mode for presentation sharing ............................................. 88

Navigate slides, pages, or whiteboards using the toolbar ................................. 89

Advance pages or slides automatically ............................................................. 90

Show slide animations and transitions in a shared presentation ...................... 90

Add new pages to shared files or whiteboards ................................................. 91

Paste images in slides, pages, or whiteboards ................................................. 91

Save a presentation, document, or whiteboard ................................................ 92

Open a saved document, presentation, or whiteboard ..................................... 92

Print presentations, documents, or whiteboards ............................................... 93

Share web content .................................................................................................. 93

Differences between sharing web content and sharing a web browser ............ 94

Share an application ............................................................................................... 94

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 Share applications with detailed color (Windows) ............................................. 95

Share applications with detailed color (Mac) .................................................... 96

Tips for sharing software .................................................................................. 97

About sharing a remote computer ........................................................................... 98

Start remote computer sharing ......................................................................... 98

Share additional applications on a shared remote computer ............................ 99

Stop remote computer sharing........................................................................ 100

Manage a shared remote computer ................................................................ 100

Take a Poll .................................................................................................................. 103

Create a questionnaire (for Windows) ................................................................... 103

Create a questionnaire (for the Mac)..................................................................... 104

Edit a questionnaire .............................................................................................. 104

Display a timer during polling ................................................................................ 105

Open a poll ............................................................................................................ 106

Share poll results with participants ........................................................................ 106

Save a poll questionnaire in a meeting ................................................................. 107

Save the results of a poll ....................................................................................... 107

Open a poll questionnaire file ................................................................................ 108

Transfer and Download Files During a meeting ..................................................... 109

Publish files during a meeting ............................................................................... 109

Download files during a meeting ........................................................................... 110

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Manage and Take Notes ............................................................................................ 111

Designate a note taker .......................................................................................... 111

Designate a closed captionist................................................................................ 112

Enable closed captions ......................................................................................... 112

Take personal notes.............................................................................................. 113

Take public notes (meeting minutes) .................................................................... 113

Provide closed captions ........................................................................................ 114

Save notes to a file................................................................................................ 114

Manage Information in My WebEx ........................................................................... 117

About My WebEx .................................................................................................. 117

Register for a user account ................................................................................... 118

Log in to the WebEx site ....................................................................................... 119

View your meetings list ......................................................................................... 119

About the My WebEx Meetings page - Daily tab ................................................... 120

About the My WebEx Meetings page - Weekly tab ............................................... 121

About the My WebEx Meetings page - Monthly tab .............................................. 122

About the My WebEx Meetings page - All Meetings tab ....................................... 122

Use Access Anywhere (My Computers) ................................................................ 123

Manage files in your personal folders.................................................................... 123

Manage meeting recordings .................................................................................. 125

Manage miscellaneous recordings ........................................................................ 126

Maintain contact information ................................................................................. 128

viii
 Import contact information in a file to your address book................................ 128

Export contact information to a .csv file .......................................................... 129

About the Contact Information CSV template ................................................. 130

Create a distribution list in your address book ................................................ 131

Edit your user profile ............................................................................................. 132

Edit your preferences ............................................................................................ 132

Generating Reports ............................................................................................... 134

About reports .................................................................................................. 135

Index ........................................................................................................................... 137

ix
 1
Host a Meeting
Chapter 1

As host, your responsibilities include overall management of the meeting. The

Meeting window provides a forum for you to manage all aspects of the
meetings and enable participants to chat, send video, share information and
interact with each other using documents, presentations, whiteboards,
applications, and more.

Note: If you are hosting a meeting that includes TelePresence systems (Meeting Center
only), the following WebEx features are unavailable:
 Recording
 Polling
 File Transfer
 Chat (with TelePresence room participants)

Quick reference tasks: host a meeting

If you want to... Do this...

Invite people to a meeting in progress From the Quick Start tab, select Invite and
Remind, select your invite method, then
enter the requested information.

Turn off participant entry and exit tones Select Participant > Entry and Exit Tone.
(Not available for Training Center or Event
Center)

Edit a welcome message during during a Select Meeting > Welcome Message.

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Chapter 1: Host a Meeting

If you want to... Do this...

meeting

Record your meeting Select Record.

Tip: Pause and resume the recording as
necessary to avoid creating multiple
recording files.

Rename a call-in user Right-click the call-in user's name in the

Participants list and select Rename.
(Not available for Training Center or Event
Center)

Edit the sound that plays when a participant Right-click the Participants title and select
enters or joins the meeting Sound Alerts.

Edit the sound that plays when a participant Right-click the Chat title and select Sound
enters a chat message Alerts.

Make someone else the presenter Drag the WebEx ball from the last presenter
to the next presenter.
 If you are viewing participant thumbnails,
mouse over a thumbnail and select Make
Presenter.
 If you are sharing in full screen mode,
mouse over the docked tray at the top of
your screen, select Assign > Make
Presenter, then select a participant.

Make someone else the host Right-click on a participant name or thumbnail

then select Change Role to > Host.
Tip: If you plan to reclaim the host role later,
write down the host key that appears on the
Meeting Info tab in the meeting window.

Reclaim the host role Select your name in the Participant list, then
select Participant > Reclaim Host Role and
enter the requested information.

Remove a participant from a meeting Select the name of the participant whom you
want to remove then select Participant >
Expel.

Restrict access to a meeting Select Meeting > Restrict Access.

Tip: This option prevents anyone from joining
the meeting, including participants who have
been invited to the meeting but have not yet
joined it.

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 Chapter 1: Host a Meeting

If you want to... Do this...

Restore access to a meeting Select Meeting > Restore Access.

Obtain information about a meeting in Select Meeting > Information.

progress

Leave a meeting Select File > Leave Meeting.

Tip: If you are the meeting host, first transfer
the host role to another participant before
leaving the meeting. Otherwise the meeting
will end for all participants.
If a Meeting Center host leaves without
transferring the host role, another participant
will automatically receive the host role.

End a meeting Select File > End Meeting.

Tip: As the meeting host, you can also leave
a meeting without ending it. Before you leave
a meeting, first transfer the host role to
another participant.

Grant or remove privileges

All participants start a Meeting with default privileges unless the host specified
different ones during scheduling.
1 In the Meeting window, select Participant > Assign Privileges.
2 Select a participant or All Participants.
3 To grant all privileges, check Assign all privileges then click Assign.
4 To grant or remove a select set of privileges, do the following:
 For chat privileges, select the Communicate tab then check or
uncheck the appropriate options noting the following:
 Private chats display in the selected viewer's chat window only.
 Public chats display in everyone's chat window.
 Contact operator privately - This option is available only if your
site includes the private operator option. Participants dial 00 at any
time during a teleconference to contact the operator of the
teleconferencing service.

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Chapter 1: Host a Meeting

 For document, viewing, or meeting privileges, select the Participants

tab then check or uncheck the appropriate options noting the following:
 View > Participant list - If this option is not selected, participants
can view the names of only the meeting host and the presenter on
the Participants panel.
 View > Thumbnails - This privilege allows participants to view
miniatures of any pages, slides, or whiteboards at any time,
regardless of the content that appears in the presenter's content
viewer. If participants have this privilege, they can display any page
at full size in the content viewer, regardless of whether they also
have the Any page privilege.
 View > Any page - This privilege allows participants to navigate
independently through pages, slides, or whiteboards.
 Meeting > Share documents - This privilege allows participants to
share documents, presentations, and whiteboards, and copy and
paste any pages, slides, and whiteboards in the content viewer.
Participants can share UCF rich media presentations or files only if
the host selected the option to enable UCF rich media for
participants when scheduling the meeting.
5 When finished, click Assign.

Meeting transcripts
You can send a transcript of a meeting to all participants at any time during
the meeting. The transcript is an email message that contains general
information about the Meeting, such as the Meeting topic, the Meeting starting
and ending times, and a list of participants who have joined the meeting
(audio-only participants are not listed).
You can optionally attach any of the following files to the transcript, if you
saved them during the meeting:
 Shared documents
 Chat
 Poll questionnaire
 Poll results
 Public notes or closed captions that you took or that the note taker or
closed captionist published during the meeting

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 Chapter 1: Host a Meeting

Send a meeting transcript to participants

1 In the meeting window, select File > Send Transcript.
If you saved any files during the meeting, the Send Transcript dialog box
appears, allowing you to attach the files to the transcript email message.
If you did not save any files during the meeting, a transcript email
message opens.
2 If the Send Transcript dialog box appears, select the check box for each
file that you want to attach to the transcript, and then click OK.
3 Review the email message and make any changes that you want.
4 Send the email message.

Note: The transcript is sent to all participants who provided their email addresses when
joining the meeting, whether or not they are still attending the meeting when you send
the transcript. Audio-only participants will not be listed on the transcript.

For security purposes, a participant who receives a transcript email message cannot see
the email addresses for the other participants.

The transcript contains notes only if you are the meeting host, the public note taker, or
the closed captionist, and you have saved the notes to a file. If all participants can take
private notes, the transcript email message does not include your private notes, and the
option to attach your notes in a file is not available.

If you saved notes or closed captions to a file, the transcript email message and the
attached notes file contain the latest version of notes that you saved.

If you are the meeting host and end the meeting-and you have not sent a transcript-a
message appears, asking you if you want to send a transcript.

Panels
When you start or join a meeting, your meeting window opens with the Quick
Start area on the left and a panel area on the right. Nearly everything you
want to accomplish in a meeting can be done from these areas.
The panel area initially displays with some default panels. Other panels are
available from the icons at the top of the panels area.

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Chapter 1: Host a Meeting

Each panel provides a menu of commands related to the panel. Depending on

what operating system you are using, you can access the commands for a
panel by following these steps:
 Windows—Right-click the panel title bar to see a menu of commands
related to the panel.
 Mac—Select ctrl and then click to see a menu of commands related to the
panel.

Panel Alerts
You will see an orange alert if a panel is collapsed or closed and requires your
attention.

Manage panels
1 Click this button.

for Windows

for the Mac

2 Choose Manage Panels.

3 Select which panels you want to add or remove and the the order in which
they will be displayed.
4 Click OK.

Overview of Meeting Controls Panel

While you are viewing or remotely controlling a shared application, desktop, or
Web browser, or viewing a shared remote computer, the presenter can switch
between a standard window and full-screen view.
In full-screen view, you can access the panels from the Meeting Controls
Panel located at the top of your screen.

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 Chapter 1: Host a Meeting

Resizing the content viewer and panels area

When you are sharing a document or presentation, you can control the size of
the content viewer by making the panel area narrower or wider.
Click the dividing line between the content viewer and the panels.
 Drag the line to the left to make the area devoted to the panels wider.
 Drag the line to the right to make the content viewer larger.

Access the meeting window using the keyboard

Windows operating system participants who have special needs, or who are
power users, can navigate around the Meeting window using keyboard
shortcuts. Some of these shortcuts are standard in the Windows environment.

Press To
F6 Switch between the content area and the panels area

Ctrl+Tab  Switch between open documents in the content area of the

Meeting window
 Navigate within the panels area
 Switch between tabs in the following dialog boxes
 Invite and Remind
 Preferences
 Meeting Options
 Participant Privileges

Shift+F10  Use right-click menus in the following panels and elements:

 Participant panel
 Chat panel
 Notes panel
 Closed Captions panel
 File Transfer window
 Shared whiteboard and file tabs
 Work with the participant list
 Copy text from the Chat panel

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Chapter 1: Host a Meeting

Press To
Tab Switch between elements, such as buttons, fields, and check boxes
within a dialog or panel

Arrow keys Switch between options in dialog boxes

Alt+F4 Close any dialog box

Spacebar  Check or uncheck an option box

 Enter text in an input box

Enter Carry out the command for the active button (usually replaces a mouse
click)

Ctrl+A Copy text from the Chat panel

Ctrl+Alt+Shift Show the Meeting Controls Panel in full-screen mode

Ctrl+Alt+Shift+H Hide the Meeting controls, panels, and notifications

Work with the participant list

The Participants panel provides a right-click menu that allows you to act upon
a participant depending on your role in the meeting.
If you are the host or presenter, you can perform actions such as making
someone else the presenter or muting another participant's microphone if it is
too noisy.
If you are not the host or presenter, you can perform actions such as asking to
become the presenter or muting your own microphone.
1 Press F6 on your keyboard to navigate from the contents area to the
Participants panel.
2 Use the up and down arrow keys to navigate to the appropriate
participant.
3 Select Shift+F10 to open the right-click menu on a specific participant.
4 Use the up and down arrow keys to navigate between the available
options.

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 Chapter 1: Host a Meeting

Copy text from the Chat panel

The Chat panel provides a right-click menu that allows you to copy text from
the Chat history area.
1 Make sure that you are in the correct portion of the Meeting window by
doing the following:
 Press F6 to move from the contents area to the panels area of the
Meeting window.
 Press Ctrl+Tab to navigate between panels until you are in the Chat
panel.
 Press Tab until you are in the Chat history area.
2 With the focus on the Chat history area, select Shift+F10 to open the
right-click menu.
3 To select a portion of the text, move your cursor with the arrow keys and
then use Shift-[Arrow] to highlight text.
Alternatively, use Ctrl+A to select all the chat text.

Enter text in an input box

Want to enter text in an input box? Here is how you would answer questions
in a poll.
1 Navigate between questions using the Tab key.
2 Move between answers using the Up and Down Arrow keys.
3 Move the cursor to focus on the text input area and use the Spacebar or
Enter key so you can type your answer.
4 Click Enter or Esc to finish editing.

Access the Meeting Controls Panel during sharing

During sharing the Meeting Controls Panel is partially hidden at the top of
your screen:
1 Enter Ctrl+Alt+Shift to show the panel.
After the panel is displayed, the initial focus is on the Participants icon.

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Chapter 1: Host a Meeting

2 Do the following:
 Use Tab to change focus
 Use Enter to activate a feature
 To return to the sharing area from the Meeting Controls Panel, select
the Alt+Tab keys as you would in any Windows application to switch
between items:
 If you are sharing a file, select the WebEx ball to return to the
sharing area.
 If you are sharing an application, select the application to return
focus to it.
 If you are sharing your screen, select the application you want to
share.

Note: To switch from the Meeting Controls Panel to another open panel, such as the
participant list, enter F6.

Screen reader support

Cisco WebEx supports JAWS screen reading software for the following
elements:
 Application menus and drop-down menus
 Shared file titles and tab titles
 Quick Start page buttons, button titles, and tooltips
 Panel and Panels tray buttons, button titles, and tooltips
 Annotation panel and toolbars
 Shared Meeting window content area toolbars
 Meeting Controls Panel buttons, button titles, and tooltips

10
 2
Join a Meeting
Chapter 2

You can join a meeting in a number of ways. The simplest and quickest is by
clicking the meeting URL, which the host can send you via an invitation email
message or an instant message.

Join from the Meeting Center calendar

If you do not have an email invitation for a meeting, you can join it from the
meeting calendar, if the meeting host has listed it there.

Tip: You can also join a meeting by providing the meeting number on either your
Meeting Center Web site or the host's Personal Meeting page on your Meeting Center
Web site.

1 On the navigation bar, expand Attend a meeting, and then click Browse
Meetings.
2 On the meeting calendar, locate the meeting that you want to attend.
3 Select Join.
4 On the Meeting Information page, enter any requested information.
5 Click Join Now.
The Meeting window appears.

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Chapter 2: Join a Meeting

Join a meeting from the host's personal page

You can join a meeting from the host's Personal Meeting Room page if the
host has listed it there.

Tip: You can also join a meeting by providing the meeting number on either your
Meeting Center Web site or the host's Personal Meeting page on your Meeting Center
Web site.

1 Go to the URL, or Web address, for the host's Personal Meeting Room
page. The host must provide you with this URL.
2 On the Meetings tab and under Meetings in Progress, locate the
meeting that you want to join.
3 Select Join.
4 On the Meeting Information page, enter any requested information
5 Click OK.
The Meeting window appears.

Tip: You cannot join the meeting if it is not yet in progress. Periodically click the Refresh
button on the page to check whether the host has started it.

Register for a meeting from the meeting calendar

Tip: If you received an email invitation, open your invitation email then click the link to register.

1 On the navigation bar, expand Attend a meeting, and then click Register.
The Register for a meeting page appears, showing the meeting calendar.
This calendar lists each meeting that requires registration for the current
date.
2 On the meeting calendar, locate the meeting for which you want to
register.
3 Under Topic, select the option button for the meeting for which you want to
register.
4 Click Register.

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 Chapter 2: Join a Meeting

5 Provide the required information.

6 Click Register Now.
Once the host approves your registration, you receive a registration
confirmation email message. You can then join the meeting once it starts.
If the meeting is already in progress, and the host has chosen to approve all
registration requests automatically, you join the meeting immediately.

Register for a meeting from the host's personal

page
Tip: If you received an email invitation, open your invitation email then click the link to register.

1 Go to the URL, or Web address, for the host's Personal Meeting Room
page. The host must provide you with this URL.
2 On the Meetings tab, do one of the following:
 If the meeting is not currently in progress, under Scheduled Meetings,
click Register.
 If the meeting is currently in progress, under Meetings in Progress,
click Join Now. On the Join Meeting: [Topic] page that appears, click
Register.
3 Sign in if required.
4 Provide the required information.
5 Click Register Now.
Once the host approves your registration, you receive a registration
confirmation email message. You can then join the meeting once it starts.
If the meeting is already in progress, and the host has chosen to approve all
registration requests automatically, you join the meeting immediately.

Meeting information
Before joining a meeting, you can obtain information about it from the Meeting
Information page. The information you can view includes the host's name and
email address, meeting number, and agenda. If you received an email
invitation, you can click a link in the message to view the meeting information.

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Chapter 2: Join a Meeting

If you did not receive an email invitation from the host, you can view the
meeting information from either:
 The meeting calendar on your Meeting Center website
 The host's Personal Meeting Room page on your Meeting Center website,
if the host gave you the URL, or Web address, for the page.

Obtain meeting information from the meeting calendar

1 From the navigation bar on your Meeting Center website, expand Attend
a meeting then click Browse Meetings.
2 On the meeting calendar, locate your meeting.
3 Click the link for the meeting.
4 Optional. Enter a password if requested.
5 Optional. To view the meeting's agenda, click View Agenda.

Obtain meeting information from the host's personal page

1 Go to the URL or Web address for the host's Personal Meeting Room
page.
The host must provide you with this URL.
2 On the Meetings tab, locate your meeting.
3 Click the link for the meeting.
4 Optional. Enter a password if requested.
5 Optional. To view the meeting's agenda, click View Agenda.

Add a meeting to your calendar program

You can add a scheduled meeting to your calendar program if your calendar
program supports the iCalendar standard.
1 Do one of the following, as appropriate:
 In the invitation email message that you receive, click the link to add
the meeting to your calendar.

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 Chapter 2: Join a Meeting

 On the Meeting Information page for the meeting, click Add to My

Calendar.
A meeting item opens in your calendar program.
2 Accept the meeting request. For example, in Outlook, click Accept to add
the meeting item to your calendar.

Note: If the host cancels the meeting, the cancellation email message that you receive
contains an option that lets you remove the meeting from your calendar program.

Have trouble joining your first WebEx meeting?

The first time you start or join a meeting, the WebEx Meeting Manager
application is automatically downloaded to your computer. In most cases, you
will be able to immediately proceed to your meeting. If you are having trouble
joining, look for the following:
 ActiveX download prompt
 Java download prompt
 Mac users download prompt
If your organization does not permit ActiveX or Java downloads, contact your
organization's WebEx site administrator for assistance.

ActiveX download
Internet Explorer users
When you click the link to start or join your meeting, the WebEx Meeting
Manager application begins to download to your computer, but may stall. If so,
do the following:
1 Look for a yellow ActiveX add-on install prompt, perhaps near the bottom
of your screen.
2 Follow the on-screen instructions to install the add-on.
Once the installation is complete, your meeting will load.

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Chapter 2: Join a Meeting

Attempt to join using Java

FireFox and Chrome users
When you click the link to start or join your meeting, the WebEx Meeting
Manager application begins to download to your computer, but may stall. If so,
a message may appear regarding Java, perhaps to download and install the
latest Java version.
Although you can follow the on-screen instructions to download and install
Java, we recommend that you click Install the meeting application located
at the bottom of the page. You will be able to successfully join your meeting
much faster.

Install an add-on for a Mac

When you start or join a meeting on a Mac for the first time, you are prompted
to download and install an add-on.
1 Select Download and Install Add-On and download the
Cisco_WebEx_Add-On.dmg file to your computer.
2 Run the downloaded file:
 On Chrome, you can select the downloaded file from the bar at the
bottom of the browser.
 On Safari, you can select the downloaded file from the Downloads
section.
 On Firefox, you can either open the file directly or save it to a location
of your choice.
3 Run the Install Cisco WebEx Add-On.app and follow the instructions on
the screen.
After the installation is complete, the meeting will start automatically.

16
 3
Use the Calendar
Chapter 3

About the meeting calendar

The public meeting calendar on your Meeting Center website provides
information about each listed meeting that is either scheduled or in progress.
The meeting calendar does not provide information about unlisted meetings.
You can navigate the meeting calendar to quickly find a listed meeting - either
on the current date or any date - using one of several calendar views. For
example, you can view a meeting list for today's date only or for an entire
month.
When viewing a meeting list, you can sort the list and refresh it at any time. By
default, meeting lists on the calendar are sorted by hours, in ascending order.
However, you can sort the lists by any column by simply clicking the column
heading by which you want to sort.
You can view a list of meetings that require registration.

Open a calendar view of all scheduled meetings

1 On the navigation bar, expand Attend a meeting to view a list of links.
2 Click Browse Meetings.
The meeting calendar appears.
3 Click the tabs to navigate to different views of the meeting calendar.
4 Optional. To include past meetings in your list, do the following:

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Chapter 3: Use the Calendar

a) Select the Today or Daily tab.

b) Check Show past meetings.

1 Optional. To display a list of only meetings that require registration, do the

following:
a) Select the Today, Upcoming, Daily, or Weekly tab.
b) Check Show only meetings that require registration.

Register for a meeting from the meeting calendar

If you did not receive an invitation email message for a meeting that requires
registration, you can register for it from the meeting calendar on your Meeting
Center Web site.
The Register for a Meeting page lists each meeting that requires registration.
Each page of the meeting calendar displays each meeting occurring on a
given day that requires registration, unless it is unlisted.
To select a scheduled meeting, click the option button to the left of its topic.
Once you have selected a meeting, you can click one of the buttons on the
button bar.

About the Today view

The following table describes items on this page that may require further
explanation.

Option Description
Click to open the Preferences page, where you can select the
Language link language setting for your Meeting Center website.

Click to open the Preferences page, where you can select the time
Time zone link
zone setting for your Meeting Center website.

Indicates that the meeting is in process.

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 Chapter 3: Use the Calendar

Option Description
Click to open the Register for page, where you can enter the
Register link
required information to register for the meeting.

Indicates that this is a Personal Conference meeting.

About the Daily view

The following table describes items on this page that may require further
explanation.

Option Description
Click to open the Preferences page, where you can select the
Language link language setting for your Meeting Center website.

Click to open the Preferences page, where you can select the time
Time zone link
zone setting for your Meeting Center website.

Indicates that the meeting is in process.

Click to open the Register for page, where you can enter the
Register link
required information to register for the meeting.

Indicates that this is a Personal Conference meeting.

About the Weekly view

The following table describes items on this page that may require further
explanation.

Option Description
Click to open the Preferences page, where you can select the
Language link language setting for your Meeting Center website.

Click to open the Preferences page, where you can select the time
Time zone link
zone setting for your Meeting Center website.

Day link Opens the Daily view, which shows the scheduled meetings for
the selected day.

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Chapter 3: Use the Calendar

Option Description
Indicates that the meeting is in process.

Click to open the Register for page, where you can enter the
Register link
required information to register for the meeting.

Indicates that this is a Personal Conference meeting.

About the Monthly view

The following table describes items on this page that may require further
explanation.

Option Description
Click to open the Preferences page, where you can select the
Language link language setting for your Meeting Center website.

Click to open the Preferences page, where you can select the time
Time zone link
zone setting for your Meeting Center website.

Week link Opens the Weekly view, which shows the scheduled meetings
for each day of the selected week.

Day link Opens the Daily view, which shows the scheduled meetings for
the selected day.

About the Search Results page

The following table describes items on this page that may require further
explanation.

Option Description
Enter a host name, meeting topic, or any text that may appear
Search for...
in the agenda, and click Search.
text box
Note: You cannot search for a meeting number.

Click to open the Preferences page, where you can select the
Language link language setting for your Meeting Center website.

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 Chapter 3: Use the Calendar

Option Description
Click to open the Preferences page, where you can select the time
Time zone link
zone setting for your Meeting Center website.

Indicates that the meeting is in process.

Click to open the Register for page, where you can enter the
Register link
required information to register for the meeting.

Indicates that this is a Personal Conference meeting.

21
 4
Schedule a Meeting
Chapter 4

Meeting Center provides several ways to set up meetings. Review the details
about the different means of scheduling a meeting and then pick the one that
meets your needs.

Short on time?
Use the one-page Quick Scheduler. Simply enter a few details and you are
ready to host your meeting.

Looking for more meeting options, such as adding additional security?

Use the Advanced Scheduler. Enter the level of detail you need. You can
schedule or start the meeting from any page in the wizard.

Want to reuse the information you saved in the scheduler?

You do not have to type in the same information every time you set up a
meeting. If the meeting recurs on a regular basis, with the same attendees,
you can set up a whole series of meetings. If the meeting details (such as
attendees, meeting options) are constant, you can save those details in a
template, which you can apply to any meeting you schedule.

Need to edit or cancel your meeting?

Once you schedule a meeting, you can modify or cancel it at any time from
your confirmation email message or from your meeting list in My WebEx.

Note:
 If you decide to switch from the Advanced Scheduler to the Quick Scheduler (or from
the Quick Scheduler to the Advanced Scheduler) any information you have typed is
saved and available in the other scheduler.
 A meeting does not start automatically at the scheduled time. If, when scheduling the

23
Chapter 4: Schedule a Meeting

meeting, you did not select the option that allows participants to join the meeting
before the host, you must start the meeting before participants can join it.

Schedule a meeting with the Quick Scheduler

1 Log in to your Meeting Center website.
2 On the navigation bar, expand Host a meeting then select Schedule a
meeting.
3 Enter the details about your meeting.
4 Start or schedule the meeting:
 If the meeting's starting time is the current time, click Start.
 If the meeting's starting time is after the current time, click Schedule.
The Meeting Scheduled page appears, confirming that the meeting is
scheduled. You also receive a confirmation email message that includes
information about the scheduled meeting.

Schedule a meeting with the Advanced

Scheduler
1 Log in to your Meeting Center website.
2 On the navigation bar, expand Host a meeting then select Schedule a
meeting.
The Required Information page appears.
If you see the Quick Scheduler, select the option to go to the Advanced
Scheduler.
3 Enter the requested information, then select Next.
The Advanced Scheduler progresses through 9 pages. Continue to enter
information and select Next to proceed to the next page.
On the Review page, review the information you entered. If you need to
make a change, return to that page in the wizard and edit the information.
4 Optional. Save your meeting settings in a template.

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 Chapter 4: Schedule a Meeting

If you may need to use these same meeting settings (for example, with the
same attendees, telephony options, and other meeting details), save the
settings in a meeting template.
5 Start or schedule the meeting:
 If the meeting's starting time is the current time, click Start.
 If the meeting's starting time is after the current time, click Schedule
Meeting.
The Meeting Scheduled page appears, confirming that the meeting is
scheduled. You also receive a confirmation email message that includes
information about the scheduled meeting.

Add a scheduled meeting to your calendar

program
Once you schedule a meeting, you can add the meeting to your calendar
program, such as Microsoft Outlook. This option is applicable only if your
calendar program supports the iCalendar standard, a common format for
exchanging calendaring and scheduling information across the Internet.
1 Do one of these tasks, as appropriate:
 On the Meeting Scheduled page, click Add to My Calendar.
 On the Meeting Updated page, click Update My Calendar.
 On the Meeting Information page for the meeting, click Add to My
Calendar.
 In the confirmation email message that you receive once you schedule
or edit a meeting, click the link to add the meeting to your calendar.
A meeting item opens in your calendar program.
2 Select the option to accept the meeting request. For example, in Outlook,
click Accept to add the meeting item to your calendar.

Note:
 If you cancel a meeting, the Meeting Deleted confirmation page and the confirmation
email message that you receive contains an option that lets you remove the meeting
from your calendar program.
 If you invite attendees to a meeting, the invitation email message that they receive
contains an option to add the meeting to their calendar programs.

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Chapter 4: Schedule a Meeting

Start a meeting from your iPhone

A meeting does not start automatically at the scheduled time. If, when
scheduling the meeting, you did not select the option that allows participants
to join the meeting before the host, you must start the meeting before
participants can join it.

Note: To start a WebEx meeting from your iPhone, you must have set up your WebEx
account from the Profile page in your iPhone application.

Tip: If you received an email invitation, simply tap the meeting link to start your meeting.

1 To start a meeting from your My Meetings page, tap the meeting you want
to start.
2 On the next page, tap Join/Start.
The WebEx Meeting Center application launches.
For detailed information about all aspects of using your iPhone to start or
attend meetings, visit our website.

Allow another user to schedule meetings for you

You can grant permission to one or more Meeting Center users to schedule
meetings on your behalf. A user to whom you grant permission to schedule
meetings must have an account on your Meeting Center website.
Once a user schedules a meeting for you, the meeting appears in your list of
meetings on your My Meetings page. You can then start the meeting and host
it as you normally do when you schedule meetings yourself.
1 Log in to your Meeting Center website.
2 On the navigation bar, click My WebEx.
3 Click My Profile.
4 Under Session Options, do either or both of the following:
 In the Scheduling permission box, type the email addresses of the
users to whom you want to grant scheduling permission. Separate
multiple addresses with either a comma or semicolon.

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 Chapter 4: Schedule a Meeting

 Click Select From Host List to select users from a list of all users who
have accounts on your Meeting Center website.
5 Click Update.

About the Quick Scheduler

Use this one-page scheduler to set up a meeting with just a few mouse clicks.
Your site administrator decides whether your site displays the Quick
Scheduler or the Advanced Scheduler, a wizard that helps you step through
the process of selecting meeting options.
If your site displays the Advanced Scheduler automatically, easily switch to
the Quick Scheduler by clicking Return to Quick Scheduler at the top of the
Required Information page.

The following table describes items on this page that may require further
explanation.

Use this option... To...

Set options using template Select a template and use the settings saved in that
template for this meeting.
You can save time by using a template that includes
the list of attendees you want to invite, a presentation
you want to show before the meeting starts, and other
options you have used in a previous meetings and
saved as a template.

Tracking codes Identify your department, project, or other information

that your organization wants to associate with your
meetings. Tracking codes can be optional or required,
depending on how your site administrator set them up.
If your site administrator requires you to select a code
from a predefined list, a list of codes appears. Select a
code from the list on the left. Then do one of the
following in the box on the right:
 If a list of codes appears, select a code from the list.
 Type a code in the box.

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Chapter 4: Schedule a Meeting

Password Require participants to enter the password you set to

join your meeting.
Confirm password
Your site may require that all passwords comply with
security criteria, such as a minimum length and a
minimum number of letters, numbers or special
characters. A password:
 Can contain a maximum of 16 characters.
 Cannot contain spaces or any of the following
characters: \ ` “ / & < > == [ ]
Each participant that you invite to your meeting receives
an invitation email message that includes the password,
unless you request that passwords do not appear in
email invitations.

Time Set the meeting's starting time and the time zone. To
select another time zone, click the time zone link.
Important The time zone you select does not affect
the time zone setting for the meeting calendar on the
Browse Meetings page. You and each attendee can
select the time zone for your view of the calendar
independently, using the Your time zone option on
the Preferences page. To access this page, on the
navigation bar, click Set Up > Preferences.

Duration Enter the length of time you estimate that the meeting
will continue. The meeting does not end automatically
after the duration that you set.

Attendees Enter the email addresses of the attendees you want to invite to
your meeting.
You can type the addresses, separating them with a comma or
semicolon or you can click Select Attendees to choose attendees
from your address book.
Note: When inviting attendees to a scheduled meeting, you can
designate one or more attendees as alternate hosts for the
meeting. An alternate host can start the meeting and act as the
host. Thus, an alternate host must have a user account on your
Meeting Center Web site.

Allow external attendees Allow attendees located on the public internet to join your
meeting. If unchecked, only attendees within the same internal
network can join.
Note: This option is available for Cisco Unified MeetingPlace
users only.

Audio conference The default audio conference settings appear. To select

a different options, click Change audio conference.

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 Chapter 4: Schedule a Meeting

Use this option... To...

CUVC Meeting ID Enter a custom URL to create a virtual meeting room in which
you can use Cisco Unified Video (CUVC) in your meeting.
If you leave this box empty, the WebEx Meeting ID is used by
default.
When you start your WebEx meeting, the CUVC Video panel
displays automatically.
This is an optional feature that must be enabled by your site
administrator.

About the Required Information page

The following table describes items on this page that may require further
explanation.

Use this option... To...

Set options using template Select a template and use the settings saved in that template for
this meeting.
You can save time by using a template that includes the list of
attendees you want to invite, a presentation you want to show
before the meeting starts, and other options you have used in a
previous meeting and saved as a template.

Meeting type Select the type of meeting you want to schedule.

The list includes the meeting types that are available for your
service website.
In addition to the standard meeting types, the list may include
one or more of the following options, depending on your site
settings:
 Personal Conference: Allows you to schedule a Personal
Conference meeting that begins with an audio portion and
automatically includes an online portion you can join later.
You must have at least one Personal Conference number
account specified in the My WebEx > Personal Conferencing
page in order to use this meeting type.
 MeetingPlace Personal Conference: Allows you to specify
a Cisco Unified MeetingPlace Personal Conference that
uses your Cisco Unified MeetingPlace Audio Conferencing
account for the audio conference.

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Chapter 4: Schedule a Meeting

Use this option... To...

Listed on calendar List this meeting on the meeting calendar.
To enhance meeting security, you can opt not to list the meeting
on the meeting calendar. Just remove the check mark from this
option to:
 Hide information about the meeting, such as its host, topic,
and starting time.
 Help prevent unauthorized access to the meeting.

Meeting password Require participants to enter the password you set to join your
meeting.
Confirm password
Your site may require that all passwords comply with security
criteria, such as a minimum length and a minimum number of
letters, numbers or special characters. A password:
 Can contain a maximum of 16 characters.
 Cannot contain spaces or any of the following characters: \ `
“ / & < > == [ ]
Each participant that you invite to your meeting receives an
invitation email message that includes the password, unless you
request that passwords do not appear in email invitations.
If you have selected Personal Conference as the meeting type,
the default password is the attendee access code in your
Personal Conference number account that is specified for the
meeting.

Tracking codes Identify your department, project, or other information that your
organization wants to associate with your meetings. Tracking
codes can be optional or required, depending on how your site
administrator set them up.
If your site administrator requires you to select a code from a
predefined list, a list of codes appears. Select a code from the list
on the left. Then do one of the following in the box on the right:
 If a list of codes appears, select a code from the list.
 Type a code in the box.

CUVC Meeting ID Enter a custom URL to create a virtual meeting room in which
you can use Cisco Unified Video (CUVC) in your meeting.
If you leave this box empty, the WebEx Meeting ID is used by
default.
When you start your WebEx meeting, the CUVC Video panel
displays automatically.
This is an optional feature that must be enabled by your site

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 Chapter 4: Schedule a Meeting

Use this option... To...

administrator.

About the Date & Time page

The following table describes items on this page that may require further
explanation.

Use this option... To...

Set options using template Select a template and use the settings saved in that template for
this meeting.
You can save time by using a template that includes the list of
attendees you want to invite, a presentation you want to show
before the meeting starts, and other options you have used in a
previous meeting and saved as a template.

Meeting time Set the meeting's starting time and the time zone. To select
another time zone, click the time zone link.
Important: The time zone you select does not affect the time
zone setting for the meeting calendar on the Browse Meetings
page. You and each attendee can select the time zone for your
view of the calendar independently, using the Your time zone
option on the Preferences page. To access this page, on the
navigation bar, click Set Up > Preferences

Attendees can join [x] Allow attendees to join the meeting within a set number of
minutes before the starting minutes before the meeting's starting time.
time
Note: If you clear this check box or set this option to 0 minutes,
you must start the meeting before attendees can join it

Attendees can also connect If you allow attendees to join the meeting before the scheduled
to audio conference starting time, you can also allow attendees to join the WebEx
Audio conference before the meeting starts.
You set up the WebEx Audio conference on the next page.

Estimated duration Enter the length of time you estimate that the meeting will
continue. The meeting does not end automatically after the
duration that you set.

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Chapter 4: Schedule a Meeting

Use this option... To...

Recurrence Set the recurrence pattern for this meeting. You can navigate to
and remove a specific meeting from the My Meetings page.

None: Specifies that the meeting does not recur.

Daily: Repeats the meeting every day until the ending date that
you select.
 Every [x] Days: Repeats the meeting after the specified
number of days pass.
 Every weekday: Repeats the meeting each day, from
Monday to Friday.

Weekly: Repeats the meeting after a specified number of weeks

until the ending date that you select.
 Every [x] week(s) on: Specifies the day of the week on
which to repeat the meeting and the number of weeks that
must pass before the meeting repeats.
 Sunday - Saturday: Specifies the day on which the meeting
repeats. You can select one or more days.

Monthly: Repeats the meeting every month until the ending date
that you select.
 Day [x] of every [x] month(s): Specifies the specific day of
the month on which to repeat the meeting, and the number
of months that pass before the meeting repeats.
 [x] [x] of every [x] month(s): Specifies the specific week
and day of the week on which to repeat the meeting, and the
number of months that pass before the meeting repeats.

Yearly: Repeats the meeting every year until the ending date
that you select.
 Every [month] [date]: Specifies the specific month and
date on which to repeat the meeting each year.
 [x] [day] of [month]: Specifies the specific week, day of the
week, and month on which to repeat the meeting each year

About the Audio Conference page

The following table describes items on this page that may require further
explanation.

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 Chapter 4: Schedule a Meeting

Use this option... To...

Set options using template Select a template and use the settings saved in that template for
this meeting.
You can save time by using a template that includes the list of
attendees you want to invite, a presentation you want to show
before the meeting starts, and other options you have used in a
previous meeting and saved as a template.

Select conference type Select the type of audio conference you would like to use:
WebEx Audio: Specifies that the meeting includes an integrated
audio conference. If you select this option, choose one of the
following types of teleconferences:
 Display toll-free number: If participants call in to the
conference, they can call a toll-free number.
 Display global call-in numbers: This option provides a list
of numbers—such as toll-free or local numbers—that
participants in other countries can call to join the audio
conference.
 Enable teleconference CLI authentication when
participants call in
CLI (caller line identification) is a form of caller ID, a
telephony intelligent service that transmits a caller’s
telephone number before the call is answered. If you use
WebEx audio conferencing, you can help participants join
the meeting more quickly, if participants have:
 a WebEx host account
 saved their phone numbers in their WebEx profiles
This option is not available for Cisco Unified MeetingPlace
users.

Personal Conference number: Displays the personal audio

conference accounts you have set up in the Personal
Conferencing area of My WebEx. Select the account you want to
use for your meeting. You can create up to three accounts.
Click Edit to make changes, such as updating the subscriber or
attendee access code.
If you have not yet set up any accounts, select Create Personal
Conference account to get started. This option is not available
for Cisco Unified MeetingPlace users.

Other teleconference service: Specifies that the meeting

includes a teleconference that another service provides.
Instructions: Provides space for you to type instructions for

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Chapter 4: Schedule a Meeting

Use this option... To...

joining the teleconference.
Instructions for any teleconference option that you select
automatically appear:
 On the Meeting Information page on your site, which
participants can view before you start the meeting
 In invitation email messages, if you invite participants using
the Schedule a Meeting page options
 On the Info tab, which appears in the content viewer in the
Meeting window
 In the Join Teleconference dialog box, which appears in
participants' Meeting windows once they join the meeting

Cisco Unified MeetingPlace Audio Conferencing: Specifies

that the meeting include an integrated audio conference with
your Cisco Unified MeetingPlace audio conferencing account. If
you select this option, choose the type of conference:
 Attendees call in: Select if you want customers to dial a
number to join
 Attendees receive call back: Select if you want customers
to type in a phone number and receive a call back from the
conferencing service.
A participant must have a direct phone line to receive a call from
the conferencing service. However, a participant without a direct
phone line can join an audio conference by dialing a call-in
number, which is always available in the meeting window.

Use VoIP only: Specifies that you want to set up an Integrated

VoIP conference for the meeting. If selected, you can still set up
a traditional teleconference for the meeting.
 You must start VoIP after you start the meeting.
 Only participants whose computers meet the system
requirements for integrated VoIP session can participate in
the conference.

None: Specifies that the meeting does not include a

teleconference, or the meeting includes a teleconference for
which you will provide information for participants using a method
other than your meeting service.

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 Chapter 4: Schedule a Meeting

Questions about setting up an audio conference

What kinds of audio conferences are available?
To provide audio during a meeting, you can use one of the following voice
conferencing services:
 Integrated call-in teleconference-A teleconference that a participant can
join by calling a phone number. The number to call automatically appears
in a message box when a participant joins a meeting. If your meeting
service provides toll-free call-in teleconferencing, both a toll-free number
and a toll number are available. The global call-in option provides a list of
numbers-such as toll-free or local numbers-that attendees in other
countries can call to join the teleconference.
 Integrated call-back teleconference-A teleconference that a participant
can join by providing his or her phone number when joining a meeting.
The participant enters his or her number in a dialog box that appears when
he or she joins the meeting. The teleconferencing service calls the
participant at the number he or she provided.
 If your site includes the international call-back option, participants in other
countries can receive a call back. For more information about this option,
ask your meeting service site administrator.
 Third-party or internal teleconference-Any teleconferencing service
other than the integrated teleconferencing service. You can use any third-
party teleconferencing service or internal teleconferencing system, and
provide instructions for joining teleconference when setting up a meeting.
Your instructions automatically appear in a message box when a
participant joins the meeting.

What are the system requirements for VoIP?

To use VoIP, ensure that your computer meets the following system
requirements:
 A supported sound card
For a current list of supported sound cards, refer to the Frequently Asked
Questions page on your Meeting Center Web site. You can access this
page from your site's Support page.
 Speakers or headphones
 Microphone, if you want to speak during the conference

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Chapter 4: Schedule a Meeting

Tip: For better audio quality and greater convenience, use a computer headset with a
high-quality microphone.

When should I include VoIP?

 Your meeting includes remote attendees who do not want to be charged
for long-distance phone calls.
 Your meeting will not involve much interaction-for example, attendees will
listen to a presentation instead of engage in a discussion.
 You want to minimize the voice conferencing costs for the meeting.
Check that your computer has the minimum system requirements for VoIP.
For details, see About the Audio Conference Settings page (on page 32).

What is a dual-mode voice conference and when should I use it?

You can set up a dual-mode voice conference for a scheduled or instant
meeting-that is, a voice conference that includes both a teleconference and
VoIP. In a dual-mode voice conference, participants can use either type of
service.
In a dual-mode voice conference, a participant can listen to audio using either
a phone or speakers attached to his or her computer. To speak, a participant
can use either a phone or microphone attached to his or her computer.

Note:
 Participants in a teleconference can speak to and hear only other participants in the
teleconference. Similarly, participants using VoIP can speak to and hear only other
participants using VoIP. Thus, the dual-mode conference option is usually
appropriate for a meeting in which participants will listen to a presentation only and
not interact in the voice conference.
 All participants can listen to a presentation if the presenter speaks into both a phone
and a microphone.

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 Chapter 4: Schedule a Meeting

About the Invite Attendees page

Use this option... To...

Set options using template Select a template and use the settings saved in that template for
this meeting.
You can save time by using a template that includes the list of
attendees you want to invite, a presentation you want to show
before the meeting starts, and other options you have used in a
previous meeting and saved as a template.

Attendees Enter the email addresses of the attendees you want to invite to
your meeting.
You can type the addresses, separating them with a comma or
semicolon or you can click Select Attendees to choose attendees
from your address book.
Note: When inviting attendees to a scheduled meeting, you can
designate one or more attendees as alternate hosts for the
meeting. An alternate host can start the meeting and act as the
host. Thus, an alternate host must have a user account on your
Meeting Center Web site.

Allow external attendees Allow attendees located on the public internet to join your meeting.
If unchecked, only attendees within the same internal network can
join.
Note: This option is available for Cisco Unified MeetingPlace
users only.

Request that attendees Add a request to invitation email messages for attendees to verify
verify rich media players that these components are installed on their computers for playing
before joining meeting a UCF media file:
 Flash Player, for playing a Flash movie or interactive Flash
files
 Windows Media Player for playing audio or video files
This option is useful if you or another presenter plans to share a
UCF multimedia presentation or standalone UCF media files
during the meeting.

Security Exclude password from email invitations: If you invite

attendees to a meeting, the meeting password does not appear in
the email invitations that attendees receive. You must provide the

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Chapter 4: Schedule a Meeting

Use this option... To...

password to attendees by another means, such as by phone.
Require attendees to have an account on this Web site to join
this meeting: All attendees must have a user account on your
site to attend the meeting.
For information about how attendees can obtain a user account,
ask your site administrator.

About the Select Attendees page

The following table describes items on this page that may require further
explanation.

Use this option... To...

Address book Lets you select the address book from which you want to select
attendees. The contacts in the address book that you select appear in
the box. The following address books are available:
Personal contacts: Includes any individual contacts that you have
added to your personal address book. If you use Microsoft Outlook, you
can import the personal contacts that you keep in an Outlook address
book or folder to this list of contacts.
Company address book: Your organization's address book, which
includes any contacts that your site administrator has added to it. If your
organization uses a Microsoft Exchange Global Address List, your site
administrator can import its contacts to this address book.

Invite as Attendee: Adds the selected contacts to the list of attendees.

Alternate Host: Adds the selected contacts as alternate hosts to the list
of attendees. An alternate host receives an invitation email message that
provides information about acting as the alternate host. An alternate host
can start the meeting and act as the host. If you join the meeting after an
alternate host has started or joined it, you do not automatically assume
the host role.
An alternate host must have a user account on your meeting service
Web site.

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 Chapter 4: Schedule a Meeting

About the Registration page

Use this option... To...

Set options using template Select a template and use the settings saved in that template for
this meeting.
You can save time by using a template that includes the list of
attendees you want to invite, a presentation you want to show
before the meeting starts, and other options you have used in a
previous meeting and saved as a template.

Registration  None: Specifies that attendees need not register to attend the
meeting.
 Require attendee registration: All attendees must register to
attend the meeting. An attendee cannot attend the meeting
until his or her registration you accept his or her registration
request.
Requiring registration allows you to:
 View a list of attendees to determine whether they have
registered for the meeting
 Obtain attendees' names, email addresses, and
optionally additional personal information before they can
join the meeting
 Accept or reject individual registration requests
 Increase the security of your meeting

Obtain detailed attendee Select which information attendees must provide to register for the
information meeting. Information that you do not select still appears on the
form, but attendees need not provide it to register for the meeting.

Automatically accept all Accept all registration requests automatically, and lets all
registration requests registrants attend the meeting. You do not receive registration
requests. If this option is not selected, you must accept or reject
each registration request individually, using the options on your
meeting service Web site.

Important: If you accept registration requests automatically for a meeting that requires a
password—and an attendee registers after the meeting has already started—the
attendee can join the meeting immediately, without providing the password. Therefore, to
secure a meeting from unauthorized access, you must clear the Automatically accept all
registration requests check box, and manually accept or reject all registration requests.

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Chapter 4: Schedule a Meeting

If you do not accept registration requests automatically for a meeting that requires a
password—and an attendee registers after the meeting has already started—the
attendee cannot join the meeting until he or she receives a registration confirmation
email message and can provide the meeting password. During the meeting, you can
check for registration requests in your email program and accept them to allow attendees
to join the meeting.

Accept or reject registration requests

1 Log in to your meeting service Web site.
2 On the navigation bar, click My WebEx.
The My Meetings page appears, showing a list of any meetings that you
have scheduled.
3 In the list of meetings, click the meeting topic link for the meeting for which
you want accept or reject registration requests.
The Meeting Information page appears.
4 Click Attendees.
The Registered Attendees page appears, showing a list of attendees who
have registered for the meeting.
5 Select the check box for each attendee for whom you want to accept or
reject a registration request.
 To select all attendees currently appearing in the list, click Select All.
 To clear all selections in the current list, click Clear All.
6 Opt to approve or reject selected registration requests.
 Click Accept to approve the registration requests for all attendees that
you selected
 Click Reject to reject the registration requests for all attendees that
you selected.

Tip: You can sort the registered attendees list by clicking the column headings.
You can also open the Registered Attendees page by selecting the meeting on the public
Browse Meetings page. Then click Get Info> Attendees.

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 Chapter 4: Schedule a Meeting

About the Agenda & Welcome page

The following table describes items on this page that may require further
explanation.

Use this option... To...

Set options using template Select a template and use the settings saved in that template for
this meeting.
You can save time by using a template that includes the list of
attendees you want to invite, a presentation you want to show
before the meeting starts, and other options you have used in a
previous meeting and saved as a template.

Agenda Set the agenda for the meeting. You can type up to 2500
characters, including spaces and punctuation. The agenda
appears on the Meeting Information page for the meeting on your
meeting service Web site.

Info tab templates Lets you choose a template for the Info tab, which appears in the
content viewer during the meeting. The Info tab contains
information about the meeting, such as the:
 Meeting host
 Teleconference phone numbers
 Host key (if you are the host)
If you are using WebEx Sales Center: You can choose another
template only if your site administrator has provided one or more
customized Info tab templates for your meeting service.

Automatically share Select a presentation or document to share automatically after a

presentation or document participant joins the meeting. This option is useful if you allow
once a participant joins the attendees to join the meeting before the host.
meeting
The file that you select must:
 Be in the Universal Communications Format (UCF). For
information about creating UCF files, refer to the guide,
Getting Started with WebEx Universal Communications
Toolkit, which is available on your meeting service Web site.
 Reside in your personal folders on your meeting service Web
site. You can select a UCF file that already resides in your
folders, or upload a new file to your folders while scheduling a
meeting.

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Chapter 4: Schedule a Meeting

Start automatically Have presentation slides or document pages advance

automatically in the content viewer at the time interval you choose.
 Select this option only if the presentation or document
contains multiple slides or pages.
 Do not select this option if the presentation or document
contains UCF media files.
Continuous play: Available only if you select Start automatically.
Specifies that shared presentation or document restarts once it is
finished, and continues advancing page automatically.
Advance page every [x] seconds: Available only if you select
Start automatically. Lets you select the frequency at which slides
or pages advance automatically.

Allow participants to control file: Let participants navigate the

presentation or document independently in their content viewers.
The slides or pages do not advance automatically.
Select this option if the presentation or document contains only
one slide or page, or if it contains any UCF rich media objects,
such as audio or video objects.

Quick Start Select this option to display the Quick Start page to host and
presenter at the start of the meeting. If not selected, the Info page
displays at the start of the meeting.
The Quick Start page provides easy access for sharing a
document, application, Web browser or other item with
participants.

Important: If you share a UCF multimedia presentation that includes rich media files-
such as audio or video files-follow these guidelines:
 Ensure that each media file is embedded in the presentation file or resides on a
publicly accessible Web server. If the presentation contains a link to a media file
that resides on your computer, participants cannot view that media file. For more
information about creating UCF multimedia presentations, refer to the guide Getting
Started with WebEx Universal Communications Toolkit, which is available on your
Meeting Center Web site.
 Select Allow participants to control file on the Agenda and Welcome page. If you
do not select this option, the pages or slides in the document or presentation will
advance automatically, which may prevent participants from viewing the media files.
 Ensure that each media file is set to play automatically for participants. For more
information about setting this option for a UCF media file, refer to the guide Getting
Started with WebEx Universal Communications Toolkit, which is available on your
Meeting Center Web site.

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 Chapter 4: Schedule a Meeting

About the Add/Select Presentation page

The following table describes items on this page that may require further
explanation.

Tip: The file that you select must be in the WebEx Universal Communications Format
(UCF).

Use this option... To...

Upload a file to My Folders Select a UCF presentation or document that resides on

your computer, and upload it to your personal folders.
To upload a file, under Select, select the folder in which
you want to upload the file. Click Browse, select the file
on your computer, and then click Open. Click Upload.

Select a presentation to share Select a UCF presentation or document that already

automatically resides in your personal folders.
The file that you select plays automatically for a
participant once the participant joins the meeting.

About the Meeting Options page

Use this option... To...

Set options using template Select a template and use the settings saved in that template for
this meeting.
You can save time by using a template that includes the list of
attendees you want to invite, a presentation you want to show
before the meeting starts, and other options you have used in a
previous meeting and saved as a template.

Meeting Options Select which meeting options are available during the meeting. If
an option is not selected, it is unavailable during the meeting.
A presenter can turn any option on or off during the meeting

Chat: Specifies that chat options are available in the Meeting

window during the meeting.

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Chapter 4: Schedule a Meeting

Use this option... To...

Video: Specifies that video options are available in the Meeting
window during the meeting.
 Turn on high-quality video: Video can be as high as 360p
resolution (640x360). However, the quality of the video that
participants can send and receive depends on each
participant's webcam, computer capability, and network speed.
 Turn on high-definition video: Allows participants to send or
receive HD video with up to 720p resolution. However, the
quality of the video that participants can send and receive
depends on each participant's webcam, computer capability,
and network speed.
Check Turn on high-quality video before you can turn on the
HD video option.
 View video thumbnails: Allows participants to switch from
viewing Participant List to video thumbnails of participants. If
the option is turned off, participants will see only the active
speaker's video and their self-views.

Notes Specifies that note-taking options are available in the

Meeting window during the meeting.
 Allow participants to take notes: Lets all participants take
their own notes during the meeting, and save them to their
computers.
 Single note taker: Lets only one participant take notes during
the meeting. By default, the host is the note-taker, but can
designate another participant as the note-taker during the
meeting. A note-taker can publish notes in all participants'
Meeting windows at any time during the meeting. The host can
send a transcript of the notes to participants at any time.

Enable closed captioning: Lets one participant-the closed

captionist-transcribe notes during the meeting. Closed captioning
is useful if hearing-impaired participants are attending the
meeting. By default, the host is the closed captionist, but can
designate another participant as the closed captionist during the
meeting. Meeting Manager publishes closed captions in all
participants' Meeting windows once the closed captionist presses
the Enter key on his or her keyboard. Thus, notes are usually
published one line at a time. The host can send a transcript of the
closed captions to participants at any time.

File transfer: Specifies that the presenter can publish files and
attendees can download them during a meeting.

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 Chapter 4: Schedule a Meeting

Enable UCF rich media for attendees: Allows attendees to

share Universal Communications Format (UCF) media files during
the meeting, either in a UCF multimedia presentation or as
standalone UCF media files. A meeting host who is also the
presenter can always share UCF media files, whether or not you
select this check box.
Note: The alerts options are applicable only if you select an
integrated teleconference on the Teleconference page in the
Advanced Scheduler.

Note: A presenter can change the default privileges for all attendees or individual
attendees at any time during a meeting.

About the Attendee Privileges page

The following table describes items on this page that may require further
explanation.

Use this option... To...

Set options using template Select a template and use the settings saved in that template for
this meeting.
You can save time by using a template that includes the list of
attendees you want to invite, a presentation you want to show
before the meeting starts, and other options you have used in a
previous meeting and saved as a template.

Privileges Select privileges that you want attendees to have when meeting
begins.
Note: A presenter can grant any privileges to or remove them
from attendees during a meeting.

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Chapter 4: Schedule a Meeting

Use this option... To...

Annotate Annotate any shared documents or presentations, or write and
draw on shared whiteboards that appear in their content viewers,
using the toolbar that appears above the viewer. An attendee's
annotations are visible to all participants.

Control applications, Web Request that the presenter grant them remote control of a shared
browser, or desktop application, Web browser, or desktop.
remotely

View any page View any pages, slides, or whiteboards that appear in their
content viewers. This privilege allows attendees to navigate
independently through pages, slides, or whiteboards

Contact operator privately Dial 00 at any time during a teleconference to contact the
operator for your teleconferencing service.
Available only if your site includes the private operator option.

Participate in private chat Send private chat messages to another participant. Private chat
with: messages appear only in the recipient's Chat viewer.
Host: Chat privately with the meeting host.
Presenter: Chat privately with only the presenter.
All attendees: Chat privately with any other attendee.

About the Review page

 Review all the information you've entered on each page of the Advanced
Scheduler.
 If you want to make any changes, return to the page where you entered
the information and enter new information.
 Rather than using the settings and options you have just selected in the
scheduler, replace these setting with those in one of the meeting
templates.
When you have finished making changes, click Schedule or Start.

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 Chapter 4: Schedule a Meeting

Choose a level of security for a scheduled

meeting
When scheduling a meeting, you can provide security for the meeting using
these means:
 Require a password: Attendees must provide the password you set
before joining the meeting. For more information, see About the Required
Information page (on page 29).
 Decline to list this meeting on the meeting calendar: An unlisted
meeting does not appear in the meeting calendar on the Browse Meetings
page or on your Personal Meetings page. To join an unlisted meeting,
attendees must provide a unique meeting number. For more information,
see About the Required Information page (on page 29).
 Exclude the meeting password from email invitations: If you invite
attendees to a meeting, you can prevent the password from appearing in
the email invitations that your Meeting Center Web site sends
automatically to attendees. For details, see About the Required
Information page (on page 29).
 Require attendees to sign in: You can require attendees to have a user
account on your Meeting Center Web site to join the meeting. Thus,
attendees must sign in to your site before they can attend the meeting. For
more information, see About the Invite Attendees page (on page 37).

Tip: Choose a level of security based on the meeting's purpose. For example, if you
schedule a meeting to discuss your company picnic, you probably need to set only a
password for the meeting. On the other hand, if you schedule a meeting in which you
will discuss sensitive financial data, you may not want to list the meeting on the meeting
calendar. You may also choose to restrict access to the meeting once all attendees
have joined it.

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Chapter 4: Schedule a Meeting

Meeting templates
If you meet with the same group of people and often schedule a meeting with
the same tracking codes, audio settings and other meeting options, you can
save these settings in a template. When you set up the first meeting, you can
save your settings in a template. Later, when it is time to schedule another
meeting, you can select that template from any page on the Quick Scheduler
or Advanced Scheduler.
You have three ways to use an existing meeting template:
 Use the template without saving any changes to it
 Make changes to the template settings and save the changes in the
template
 Make changes to the template settings and save them in a new template

Use an existing template for scheduling

You can use the template without making changes to any details, or you can
make changes on any page in the scheduler.
1 Log in to your Meeting Center website.
2 On the navigation bar, expand Host a meeting then select Schedule a
meeting.
The meeting scheduler appears.
3 Select the template you want to use in the Set options using template
drop-down list.
4 Optional. Make changes to the settings on any page.
For instance, you can add or remove attendees or show a new
presentation as attendees join the meeting. Just go to the page in the
scheduler that you want to change.
5 To start or schedule the meeting, do the following:
 If the meeting's starting time is the current time, click Start to start the
meeting.
 If the meeting's starting time is after the current time, click Schedule.

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 Chapter 4: Schedule a Meeting

The Meeting Scheduled page appears, confirming that the meeting is

scheduled. You also receive a confirmation email message that includes
information about the scheduled meeting.

Use an existing meeting template to create a new template

1 Log in to your Meeting Center website.
2 On the navigation bar, expand Host a meeting then select Schedule a
meeting.
The meeting scheduler page appears.
3 Select the template you want to use in the Set options using template
drop-down list.
4 Make changes to the details on any page.
For example, you can add or remove attendees, change the meeting time,
add a multimedia document to display before the meeting starts.
5 To overwrite the current template with your changes, do the following:
a) Click Save as Template.
You see a list of templates you can assign these new settings to.
b) Select the template you want to change and click Save.
A message box appears, asking if you want to replace the template
you have selected with the edited template.
c) Click OK.
d) Enter a name for this new version of the template then click Save.
Note that you have not changed the original template.
6 To save your changes in a new template, do the following:
a) Click Save as Template.
b) In the Template Name box, type a name for this new template then
click Save.

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Chapter 4: Schedule a Meeting

About the Meeting Scheduled page (for meeting

hosts)
This confirmation page appears after you have scheduled a meeting
successfully.

What you can do on this page

 Add this meeting to your meeting calendar (MS Outlook or Lotus Notes)
 Edit the details about the meeting you have just scheduled

About the Meeting Information page (for meeting

hosts)
This page provides the details about a meeting you have scheduled.

What you can do on this page

 Review the date, time, duration, and other helpful information about the
meeting
 View a list of registered attendees if your meeting required attendees to
register
 Edit the details about the meeting you have just scheduled
 Start the meeting
 Add the meeting to your calendar, if you haven’t already done so

About the Meeting Information page (for

attendees)
This page provides the details about a meeting you have scheduled.

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 Chapter 4: Schedule a Meeting

What you can do on this page

 Review the date, time, duration, and other helpful information about the
meeting
 Add the meeting to your calendar, if you haven’t already done so

51
 5
Schedule a Personal
Conference or MeetingPlace
Personal Conference
meeting
Chapter 5

A Personal Conference meeting includes an audio portion and an online

portion. You start the audio portion first, and as soon as it starts, the online
portion is automatically created on your WebEx service site.
If you are in the audio portion of the meeting and need to share a
presentation, document, or application with meeting participants, you can start
the online portion of the meeting and the participants can join it while still
participating in the audio portion of the meeting. Personal Conference
meetings are only available if your site supports Personal Conferencing.
A MeetingPlace Personal Conference meeting uses your Cisco Unified
MeetingPlace audio conferencing account for the audio conference, and does
not have an online portion. MeetingPlace Personal Conference meetings are
only available if your site supports Cisco Unified MeetingPlace audio
conferencing and MeetingPlace Personal Conferencing.

Set up a Personal Conference or MeetingPlace

Personal Conference meeting
1 Log in to your Meeting Center website.

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Chapter 5: Schedule a Personal Conference or MeetingPlace Personal Conference meeting

2 On the left navigation bar, select Schedule a Meeting.

3 Select Advanced Scheduler, then Required Information.
4 For Meeting type, select Personal Conference or MeetingPlace
Personal Conference.
5 Enter the requested information.

Note: If you are scheduling a Personal Conference meeting, you do not need to
specify a password. By default, the password is the attendee access code in your
Personal Conference number account that is specified for this meeting. If you are
scheduling a MeetingPlace Personal Conference, you do need to specify a
password

6 Schedule your meeting now, or add more details.

 To schedule your meeting with these details, select Schedule
Meeting.
 To add more options, select Next or select another page in the
scheduler. After you have added the details you need, select
Schedule Meeting.

Start a Personal Conference or MeetingPlace

Personal Conference meeting
Personal Conference meetings do not start automatically at scheduled times.
You must start the audio portion of the meeting first, and then you can start
the online portion.

Note: MeetingPlace Personal Conferences do not have an online portion.

1 Start the audio portion of the meeting:

Call the number listed in the confirmation email or on the Personal
Conference Meeting Information page.
2 Start the online portion of the meeting:
 Click the link in the confirmation email to view the Personal Conference
Meeting Information page, or navigate to that page through your
Meeting Center service site.
 In the Personal Conference Meeting Information page, select Start in
the upper right-hand corner.

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 Chapter 5: Schedule a Personal Conference or MeetingPlace Personal Conference meeting

This button is only available if the audio portion of the Personal

Conference meeting has already started.

Add a Personal Conference or MeetingPlace

Personal Conference meeting to your calendar
program
Once you schedule a Personal Conference or MeetingPlace Personal
Conference meeting, you can add the meeting to your calendar program,
such as Microsoft Outlook. This option is applicable only if your calendar
program supports the iCalendar standard, a common format for exchanging
calendaring and scheduling information across the Internet.
1 Choose either method:
 On the Personal Conference Meeting Scheduled page or the Personal
Conference Meeting Information page, select Add to My Calendar.
 In the confirmation email message that you receive once you schedule
or edit a Personal Conference or MeetingPlace Personal Conference
meeting, click the link to add the meeting to your calendar.
A meeting opens in your calendar program.
2 Select the option to accept the meeting request. For example, in Outlook,
select Accept to add the meeting item to your calendar.

About the Personal Conference Meeting

Information page (host)
The following table describes items on this page that may require further
explanation.

Select this button… To…

Add to My Calendar Add this Personal Conference meeting or MeetingPlace Personal
Conference meeting to a calendar program, such as Microsoft
Outlook.
To use this feature, your calendar program must conform with the

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Chapter 5: Schedule a Personal Conference or MeetingPlace Personal Conference meeting

Select this button… To…

iCalendar standard, a format used widely across the Internet for
exchanging calendar information.

Start Start the online portion of the Personal Conference meeting. This
button is only available after you have started the audio portion of the
Personal Conference meeting. (Does not apply to MeetingPlace
Personal Conference meetings.)

About the Personal Conference Meeting

Information page (for attendees)
The following table describes items on this page that may require further
explanation.

Click this button... To...

Add to My Calendar Add Personal Conference or MeetingPlace Personal Conference
meeting to a calendar program, such as Microsoft Outlook.
To use this feature, your calendar program must conform with the
iCalendar standard, a format used widely across the Internet for
exchanging calendar information.

Join Once the audio portion of the Personal Conference meeting has
started, you can select Join to join the online portion of the
Personal Conference meeting. (Does not apply to MeetingPlace
Personal Conference meetings.)

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 6
Use WebEx Audio
Chapter 6

WebEx Audio lets you use either your telephone or your computer to hear
others and to speak in your meeting:
 Telephone—you can use your telephone to receive a call to the audio
portion of the meeting or to dial in. Note that this option typically provides
good voice transmission, but may have a cost attached.
 Computer—you can use a headset connected to your computer to join the
audio portion of the meeting if the computer has a supported sound card
and a connection to the Internet. This option sometimes causes noisy
transmission, or an irregular voice stream, but has no cost attached.

Note: If you are a host, you can invite up to 500 people to participate in the audio
conference.

After joining the conference, participants can switch between audio modes
with little or no listening interruption. In a mixed-mode conference, where
some participants are using the telephone and others are using the computer,
up to 125 people can speak.

Note: If you set up another type of audio conference—such as that of a third-party

service—you must manage the conference using the options that service provides.

Use your telephone to connect to audio

After you join a meeting, open the Audio Conference dialog from the Quick
Start, if it does not appear automatically. When you use your telephone to
connect to the audio portion of the meeting, you can call in or receive a call
back.

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Chapter 6: Use WebEx Audio

 Call back—receive a call at a valid number you provide, or at number that

is already stored in your user profile. A valid number must contain the area
code and the seven-digit local telephone number.
 Call in—call in from your phone to a number your host provides.
In the Audio Conference dialog box, select how you want to connect to the
audio conference:
 To receive a call back at the number displayed, click Call Me.
 To receive a call back at a different number, select an option from the
dropdown list, then click Call Me.
The dropdown option (or another customized label defined by your site
administrator) is only displayed if the internal call-back feature is
available on your site.
 To call in, select I will call in from the dropdown menu, then follow the
instructions to join the audio conference.
Optional. To view all international numbers, click All global call-in
numbers.
A telephone icon appears next to your name in the participant list to
indicate that you are using your phone in the audio conference, and a
mute icon appears next to the video icon so that you can mute or unmute
your microphone as desired.
You can switch from using your telephone as your audio device to using
your computer at any time during the audio conference.

Use your computer to connect to audio

After you join a meeting, open the Audio Conference dialog from the Quick
Start, if it does not appear automatically. When you use your computer to
speak and listen in a meeting, your computer sends and receives sound
across the Internet. To do this, your computer must have a supported sound
card and be connected to the Internet.

Note: For purposes of audio quality and convenience, use a computer headset with a
high-quality microphone rather than speakers and a microphone.

In the Audio Conference dialog box, select Call Using Computer.

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A headset icon appears next to your name in the participant list to indicate
that you are using your computer in the audio conference, and a mute icon
appears next to the video icon so that you can mute or unmute your
microphone as desired.
You can switch from using your computer as your audio device to using your
telephone at any time during the audio conference.

Fine tune your microphone and speaker settings

If you are using your computer to connect to the meeting audio, you can fine-
tune your microphone and speaker settings to optimize your audio
experience.
The Speaker/Microphone Audio Test walks you through testing your devices,
and setting your speaker volume and microphone level.
When you first start or join a meeting, you can manually test and adjust your
sound device before you actually start using your computer for audio.
1 From the meeting window menu, select Audio > Speaker/Microphone
Audio Test.
2 Follow the instructions.
Tip: After you join the audio portion of the meeting you can retest your settings at any
time simply by reopening the Audio Conference dialog from the Quick Start and
clicking Test computer audio.

Leave an audio conference

1 Click Audio below the Participant list.
The Audio Connection dialog box appears.
2 Click Disconnect Audio.
Your participation in the audio conference ends; however, your participation in
the meeting continues until you leave it or the host concludes it.

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Switch from your computer connection to a

phone connection
1 Open the Audio Conference dialog box from
 the Quick Start page
 your participant list
 the Audio menu
 the Meeting Controls Panel (If you are sharing)
2 Select Switch Audio.
3 Select whether to call in or receive a call and follow the prompts.
After you are connected by phone, your computer connection is dropped
automatically.

Switch from your phone connection to a

computer connection
1 Open the Audio Conference dialog box from
 the Quick Start page
 your participants list
 the Audio menu.
 the Meeting Controls Panel (If you are sharing)
2 Select Switch Audio > Call Using Computer.
Your phone connection is dropped after your computer connection is
established. Remember to switch to your computer headset.

Connect to audio during sharing

If you join a meeting that is already in progress and shared content is all you
see, you can connect to the audio portion of the meeting from the Meeting
Controls Panel.

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 Chapter 6: Use WebEx Audio

1 On the Meeting Controls Panel at the top of your screen, select Audio.
The Audio Conference dialog box opens
2 Connect to the audio portion of the meeting as usual.

Mute and unmute microphones

You can quickly mute and unmute microphones in your meeting depending on
your user role.
1 Access the mute options by doing one of the following:
 Windows: Right click in the participants list
 Mac: Ctrl + click in the participants list
2 If you are a host, do the following:
 Select Mute on Entry to mute all microphones automatically when
participants join a meeting. This does not affect your own microphone.
 Select Mute or Unmute to mute or unmute your own or a specific
participant's microphone
 Select Mute All to mute or unmute all participant microphones
simultaneously at any time during a meeting. This does not affect your
own microphone.
3 If you are a participant, select the Mute or Unmute icon to mute or unmute
your own microphone.
The microphone icon changes state for any users you mute or unmute.
Tip: During sharing, participants can mute and unmute their microphones from the
Meeting Controls Panel at the top of their screens.

Ask to speak in an audio conference

Participant
If you want to speak and the host has muted your microphone, you can ask
the host to unmute your microphone so that you can speak. You can cancel a
request to speak at any time.

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To ask to speak Result

Select Raise Hand on the The Raised Hand indicator appears on the
Participants panel participant list for the host and presenter.

To cancel a request to speak Result

Select Lower Hand on the The Raised Hand indicator is removed from
Participants panel the participant list for the host and presenter.

To ask to speak Result

Select Raise Hand at the The Raised Hand indicator appears on the
bottom of the Participants participant list for the host and presenter.
panel

To cancel a request to speak Result

Select Lower Hand at the The Raised Hand indicator is removed from
bottom of the Participants the participant list for the host and presenter.
panel

Schedule an audio conference with ANI/CLI

authentication
Host accounts only
CLI (caller line identification), or ANI (automatic number identification), is a
form of caller ID, a telephony intelligent service that transmits a caller's
telephone number before the call is answered. Any dial-in caller with a host
site account can be authenticated and placed into the correct audio
conference without needing to enter a meeting number.
If you have a host account, and your site is enabled for ANI/CLI, you can

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 schedule a meeting with dial-in ANI/CLI teleconferencing authentication.

 be authenticated whenever you dial into any ANI/CLI enabled audio
conference to which you have been invited by email. Call-in authentication
is established by mapping your email address to a phone number in your
user profile.
 specify a call-in authentication PIN to prevent "spoofers" from using your
number to dial into an audio conference
1 Log in to your Meeting Center website.
2 On the navigation bar, under Host a Meeting, click Schedule a Meeting.
The Schedule a Meeting page appears.
3 Click Change audio options.
The Audio Options dialog box appears.
4 Check Enable audio conference CLI authentication when participants
call in if it is not already selected.
Note: Caller authentication will only be available to participants if they are invited to a
CLI/ANI enabled audio conference by email during the meeting scheduling process.
Any participant invited to the audio conference once it has begun cannot use caller
authentication.

Specify call-in authentication for your host account

If you have a host account, and your site is enabled for call-in authentication,
you can set authentication for any phone number listed in your user profile.
Your call will be authenticated by mapping your email address against
specified phone numbers in your profile whenever you dial into a CLI (caller
line identification), or ANI (automatic number identification) enabled audio
conference to which you have been invited by email.
Caller authentication will only be available if you have been invited to a
CLI/ANI (automatic number identification) enabled audio conference by email
during the meeting scheduling process. Caller authentication will not be
available if you are dialing in to a CLI/ANI enabled audio conference:
 from an invitation other than email.
 from an email invitation originated during the meeting.
1 Log in to your Meeting Center website.
2 On the navigation bar, click My WebEx.

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3 Click My Profile.
4 Under Personal Information, select the Call-in authentication checkbox
beside any phone number for which you want dial-in authentication.
5 Click Update.

Specify an authentication PIN

If you have a host account, and your site is enabled for CLI (caller line
identification), or ANI (automatic number identification) audio conferences,
you can use an authentication PIN to prevent "spoofers" from using your
number to dial into an audio conference.
If your site administrator sets the authentication PIN as mandatory for all
accounts using call-in authentication on your site, then you must specify a PIN
number or caller authentication will be disabled for your account.
1 Log in to your Meeting Center website.
2 On the navigation bar, click My WebEx.
3 Click My Profile.
The My WebEx Profile page appears.
4 Under Personal Information, in the PIN: text box, enter a 4-digit PIN
number of your choosing.
5 Click Update.

Edit or update your stored phone numbers

You can edit or update the phone numbers listed in your profile if you have
not yet joined the audio conference or if you joined the audio conference from
your computer. In addition, you can view any phone number cookies stored
on your computer.
Any updates you make do not take effect until the next time you join a
meeting.
1 From the Quick Start, select the Audio Conference dialog.
2 Select the More icon and then Call Me.
3 Select the dropdown box and click Manage phone numbers.
The Manage phone numbers dialog box appears.

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4 Click Edit to update the phone numbers in your My WebEx profile, or

Clear to delete phone numbers that are stored in cookies on your
computer.
Note: You cannot be participating in an audio conference by phone if you want to edit
or update your phone numbers.

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 7
Use Integrated Voice
Conferences
Chapter 7

An Integrated Voice Conference allows participants to speak to each other

using voice over Internet Protocol (VoIP)-an Internet-based way of connecting
through the computer. Integrated voice conferences are useful if:
 Participants are located a great distance away and do not want to incur
long distance phone charges
 The meeting is a presentation rather than a discussion and does not
involve interaction among participants

Note: For better audio quality and greater convenience, use a computer headset with a
high-quality microphone, rather than speakers and a microphone.

Start or end an integrated voice conference

Host and presenter
1 To start an integrated voice conference, in the meeting window, select
Audio > Integrated Voice Conference > Start Conference.
2 To end a voice conference, select Audio > Integrated Voice Conference
> End Conference.

Note: For better audio quality and greater convenience, use a computer headset with a
high-quality microphone, rather than speakers and a microphone.

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Chapter 7: Use Integrated Voice Conferences

Join or leave an integrated voice conference

Participant
1 To join an integrated voice conference, do one of the following:
 Select Yes in the dialog box that automatically appears when the host
starts the conference.
 Select Audio > Integrated Voice Conference > Join Conference
2 To leave a voice conference, select Audio > Integrated Voice
Conference > Leave Conference.

Note: For better audio quality and greater convenience, use a computer headset with a
high-quality microphone, rather than speakers and a microphone.

Speak in a voice conference

If you are a current speaker, the method by which you speak depends on the
speaker setup option that is currently selected for your meeting:
 Desktop speakers (default)
Press the Ctrl key on your keyboard while speaking. Pressing this key
mutes your speakers, thereby preventing your voice from echoing in the
conference.
 Headset:
Information will appear in the bottom-right corner of your Meeting window.
Simply speak into your microphone.

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 8
Send and Receive Video
Chapter 8

If a video camera is installed on your computer, you can send video. Other
participants can see you, or whatever you focus your webcam on. To see
video, participants do not need to have a webcam installed on their
computers.
WebEx Meeting Center and Training Center support high-definition (HD)
video with up to 720p resolution. Other WebEx services, such as Event
Center and Support Center, support high-quality video with up to 360p
resolution. The technology automatically adjusts video to the highest quality
for each participant according to the computer capabilities and network
bandwidth.
Your administrator can set video options at the site level. A meeting host can
set video options on the scheduler as well as in the meeting. If your site or
meeting is not set up to use HD or high-quality video, standard video is used.
If you are managing a Meeting Center meeting that includes TelePresence
systems, the following features are unavailable:
 Recording
 Polling
 File Transfer
 Chat with TelePresence room participants

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Minimum system requirements for video

conferencing
To send or receive video with a resolution of 360p, ensure that your system
meets the following minimum requirements:

Action What you need

 A webcam capable of producing high-quality video. WebEx supports
most webcams of this type
Send
 A computer with at least 1 GB of RAM and a dual-core processor
 A fast network connection

 A computer with at least 1 GB of RAM and a dual-core processor

Receive
 A fast network connection

To send or receive video with a resolution of 720p, ensure that your system
meets the following minimum requirements:

Action What you need

 A webcam capable of producing HD video. WebEx supports most
webcams of this type
Send
 A computer with at least 2 GB of RAM and a quad-core processor
 A fast network connection

 A computer with at least 2 GB of RAM and a dual-core processor

Receive
 A fast network connection

Quick reference tasks: video conferencing

If you want to... Do this...

Select the video icon beside your name.
Start or stop sending video
The icon turns green when you are sending video.

View all participants who are Select the Participants icon in the upper-right corner of the video

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 Chapter 8: Send and Receive Video

If you want to... Do this...

sending video display

Select Exit Full-Screen Mode in the upper-right corner of the

Return to the Meeting window
screen

See the active speaker (or the Select the Expand icon in the upper-right corner of the active
specific participant the host chose to speaker's display.
lock on) in full-screen view
With the full-screen display, you can continue sending or receiving
HD video (Meeting Center and Training Center only).

Return to the view where you see

Select the Minimize icon in the upper-right corner of your screen.
everyone who is sending video

Windows:
Set webcam options such as
contrast, sharpness, and brightness At the top right of the Participants panel, select the options icon.
Note that options can vary Mac:
depending on your webcam.
At the bottom right of the Participants panel, select the options icon.

Lock focus on one participant

If you are the host, you can select whose video you want everyone to see.
1 Select the name of the participant that displays on the video display.
The Lock Focus on a Participant dialog box appears.
2 Select who you want participants to see.
 If you want the display to focus on the person currently speaking,
select The active speaker.
The video will constantly switch to display the loudest speaker.
 If you want the display to focus on a specific participant, select A
specific participant then select the name of the participant.

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Chapter 8: Send and Receive Video

All participants will see that person, regardless of who is speaking.

3 Click OK.

Manage video display during sharing

When you are sharing information or someone else is sharing information with
you, a floating panel containing participant video and your self-view appears
on the right-hand side of your screen.

To Do this
Minimize your self-view during
Select the icon in the upper-right portion of the self-view display.
sharing

Restore your self-view during

Select the icon in the lower-right portion of the floating pane.
sharing

Stop or show self-view Select the video icon at the center of the self-view display.

Minimize the video display during Select the downward arrow in the upper-left corner of the self-view
sharing display.

Resize the video display Select the bottom right corner and drag the edge.

Move the video display Select and drag the display to another location on your screen.

Switch to everyone view Select the Participants icon in the upper right corner of the display.

Obtain video and audio data during a meeting

Meeting Center and Training Center only
Having video or audio problems in a meeting? If you contact technical
support, the video and audio data you can obtain within the meeting comes in
handy.
 To obtain audio and video data while in the Meeting window, select
Meeting > Audio & Video Statistics...

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 To obtain audio and video data while viewing everyone sending video,
right-click the active speaker's display and then select Audio & Video
Statistics...

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 9
Meet Instantly with "Meet
Now"
Chapter 9

Create default settings for One-Click instant

meetings
The settings you specify apply to instant meetings that you start with Meet
Now fromthe WebEx site and fromWebEx Productivity Tools on your desktop.
1 Log in to your WebEx site.
2 Select Preferences (on the left navigation bar).
3 Select "Meet Now" Settings to expand that section.
4 Specify the default options for your instant meetings:
 Select the default meeting type.
 If you want to use a meeting template with predefined meeting
settings, select that template.
 Specify your default meeting topic and password.
 If your company requires a tracking code for identifying department,
project, or other information enter it.
 Select options for your audio connection:
 Specify whether you are using WebEx Audio, another
teleconference service, or only connecting to audio using your
computer (VoIP only).

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Chapter 9: Meet Instantly with "Meet Now"

 If your site allows Personal Conferencing, enter your default

Personal Conference account number.
 If your site uses MeetingPlace Audio, specify that information.
5 Select Save.

Start an instant meeting from your WebEx site

1 If you have not already done so, set your default "Meet Now" settings (on
page 75).
2 Log in to your WebEx site and select Meeting Center.
3 On the left navigation bar, select Host a Meeting > Meet Now.

Install WebEx Productivity Tools

If your site administrator has enabled you to download WebEx Productivity
Tools, you can start you can start or join meetings instantly using One-Click;
start meetings instantly from other applications on your desktop, such as
Microsoft Office, Web browsers, Microsoft Outlook, IBM Lotus Notes, and
instant messengers; and schedule meetings using Microsoft Outlook or IBM
Lotus Notes without going to your WebEx service site.
1 Log in to your WebEx site.
2 On the left navigation bar, select Support > Downloads.
3 Under "Productivity Tools," select the operating system.
4 Select Download.
The File Download dialog box appears.
5 Save the installation program to your computer.
The name of the installation file has an .msi extension.
6 Run the installation file and follow the instructions.
7 Once you complete installation, log in using your WebEx account
information and then verify your WebEx settings for Productivity Tools,
including instant meetings, in the WebEx Settings dialog box.

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 Chapter 9: Meet Instantly with "Meet Now"

Note: System administrators can also perform a mass installation for computers at their
site. For more information, see the IT Administrator Guide for Mass Deployment of
WebEx Productivity Tools at http://support.webex.com/US/PT/wx_pt_ag.pdf.

Start an instant meeting from the WebEx

Productivity Tools panel on Windows
You can start an instant meeting from the WebEx Productivity Tools panel
that is available for Windows computers.
1 If you have not already done so, set your default "Meet Now" settings (on
page 75).
2 Open your WebEx Productivity Tools panel by doing any of the following:
 Double-click the WebEx Productivity Tools shortcut on your desktop.
 Go to Start > Programs > WebEx > Productivity Tools > Open
WebEx Productivity Tools.
 Right-click the WebEx Productivity Tools icon on the taskbar of your
desktop.
If necessary, enter the required WebEx account information in the dialog
box, and then click Log In.
3 On the WebEx Productivity Tools panel, select Meet Now.

Note: For instructions on using the WebEx Productivity Tools panel, refer to the Meet
Now Using WebEx Productivity Tools User Guide.

Start an instant meeting using shortcuts

1 If you have not already done so, set your default "Meet Now" settings (on
page 75).
2 Use one of the following options to start a meeting:

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Chapter 9: Meet Instantly with "Meet Now"

 Right-click the WebEx One-Click taskbar icon and then select Meet
Now to start an instant meeting.
 Right-click the WebEx One-Click taskbar icon and then select Meet
Now to start a previously scheduled meeting
 Select Start Personal Conference meeting to start a previously
scheduled Personal Conference meeting.
 Select Meet Now in the WebEx toolbar in Microsoft Outlook to start an
instant meeting meeting. This option is available for both Windows and
Mac.
 From an instant messenger, such as Skype, AOL Instant Messenger,
Lotus SameTime, Windows Messenger, Google Talk, or Yahoo
Messenger, select Start WebEx Meeting.
 From a web browser, select Share Browser.

Tip:
 You can control which shortcuts are available in the WebEx Settings dialog box.
 For instructions on using the WebEx One-Click shortcuts, refer to the Meet Now
Using WebEx Productivity Tools User Guide.

Uninstall WebEx Productivity Tools

You can uninstall WebEx Productivity Tools at any time. Uninstalling
Productivity Tools removes all Productivity Tools, including the WebEx One-
Click panel and One-Click shortcuts, from your computer.

Note: If you want to keep using some Productivity Tools but disable others, edit the
options in the WebEx Settings dialog box.

1 Click Start > Programs > WebEx > Productivity Tools > Uninstall.
2 Click Yes to confirm that you want to uninstall WebEx Productivity Tools.
3 Uninstall WebEx Productivity Tools from your computer's Control Panel.

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 10
Cisco Collaboration Meeting
Rooms
Chapter 10

Cisco Collaboration Meeting Rooms make WebEx meetings reachable for

anyone at any time. A Personal Meeting Room is a virtual space that is
always accessible. Your personal meeting room is permanently yours, so the
URL, video address, and call-in phone numbers never expire.
To learn more, refer to the Cisco WebEx Meeting Center with Collaboration
Meeting Rooms guide.

Note: Collaboration Meeting Rooms is an optional feature. If provisioned for your site, it
must first be enabled by your company's site administrator. For more information, contact
your Cisco WebEx Support representative.

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 11
Manage Meeting Recordings
Chapter 11

The My Recorded Meetings page allows you to view and manage your
meeting recordings. Meetings that you recorded on the server are
automatically listed on your My Recorded Meetings page. You can also
upload recordings of meetings that were recorded on your local computer.

View a list of your recorded meetings

1 Log in to your WebEx Meeting Center service website.
2 On the left navigation bar, under Host a Meeting, click My Files > My
Recordings.
The My Recorded Meetings page appears, showing your recording files.

Notes:
 The option to stream a recording is only available for recording files with the .arf
extension that were recorded by NBR.
 Selecting to enable or disable a recording affects the recording everywhere that it is
published on your WebEx Service Web site.

About the My Recorded Meetings page

The following table describes items on this page that may require further
explanation.

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Chapter 11: Manage Meeting Recordings

Option Description
The percentage of available personal storage space on your
WebEx Service Web site that is being used by your recordings.
This field appears only if your site administrator has turned on
You are currently using X
the option to show personal recording storage allocation usage.
% of Y GB
If you exceed your personal storage allocation, you will not be
able to record meetings until some recordings are deleted or the
storage allocation is increased by your system administrator.

The percentage of total available storage space on your WebEx

Service Web site that is being used by all recordings on your
site.
Site storage X % of Y GB
If your site exceeds its storage allocation, users will not be able
to record meetings until recordings are deleted or the storage
allocation is increased by your system administrator.

The format of the recording file.

A recording file can be in WebEx Advanced Recording Format
Format (ARF) or WebEx Recording Format (WRF). You can also store
recording files that are in Windows Media Audio/Video (WMV)
format. For Event Center and Training Center, you can also
store Shockwave Flash Object (SWF) format files.

Indicates that a recording is password-protected.

Upload a recorded meeting file

If you recorded a meeting using the integrated or standalone WebEx
Recorder, you can upload the recording meeting file, with a .wrf extension,
from your local computer to the My Recorded Meetings page.

Note: If you recorded a meeting using the WebEx Network-Based Recorder (NBR), the
WebEx server automatically uploads the recording file, with an .arf extension, to the
appropriate tab on the My Recorded Meetings page once you stop the Recorder. You do
not need to upload it yourself.

1 Go to the My Recorded Meetings page.

a) Log in to your WebEx Meeting Center service website.
b) On the left navigation bar, under Host a Meeting, click My Files > My
Recordings.
2 Click Add Recording.

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3 On the Add Recorded Meeting page, enter information and specify

options.
4 Click Save.

Edit information about a recorded meeting

You can edit information about a recorded meeting at any time.
1 Go to the My Recorded Meetings page.
a) Log in to your WebEx Meeting Center service website.
b) On the left navigation bar, under Host a Meeting, click My Files > My
Recordings.
2 Click Edit for the recording that you want to edit.
3 Make your changes then click Save.

Send an email to share a recorded meeting

1 Go to the My Recorded Meetings page.
a) Log in to your WebEx Meeting Center service website.
b) On the left navigation bar, under Host a Meeting, click My Files > My
Recordings.
2 Open the Share My Recording window:
 Click the following icon for the recording that you want to share with
others.

 Click the linked name of the recording you want to share. On the
Recording Information page, click Send Email.
3 Select recipients for your email:
 Click Select Recipients to select contacts from your Contacts list
 Type email addresses in the Send to list, separated by commas.
4 (Optional) Type a message in the Your message box.

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5 Click Send.
Your email message will be sent to the selected recipients, and will include
information about the recording and a link to play it.

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 12
Share Content
Chapter 12

Meeting Center supports several different types of content sharing.

File sharing
File sharing is ideal for presenting information that you do not need to edit
during the meeting, such as a video or slide presentation. Participants can
 view shared files in their content viewers without the need for the
application with which it was created.
 view a media file, such as a video, without the need for special software or
hardware.
 view any animation and transition effects on shared Microsoft PowerPoint
slides.

Note: Animations and transitions are not supported for Office 2013 users sharing
PowerPoint slides. Instead, use Application or Screen share.

After a meeting starts, you can open presentations or documents to share.

You do not need to select or “load” them before the meeting.

Web content sharing

Web content refers to content that resides on the public Internet or Web, your
company's intranet, or your computer or another computer on your private
network. Web content includes:
 Web pages, including pages that contain embedded media files, such as
Flash, audio, or video files
 Standalone media files, such as Flash, audio, or video files

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Chapter 12: Share Content

Application sharing
When you share software, such as an application, during the meeting, it can
be viewed from the participants' content viewers or from a sharing window
that opens on all participant screens. In this window, you can show:
 an application (for example, you want to edit a document as a group or
show your team how a tool works)
 your computer desktop (for easily sharing several applications at once and
for sharing file directories open on your computer)
 a web browser (useful for sharing particular Web pages with participants
or showing a private intranet)
 any application or the desktop on a remote computer with Access
Anywhere installed on it (for example, you are on the road, and the
computer in your office has the information you need)

At any time during a meeting, you can grant participants privileges that allow
them to annotate, save, print, and display different views of shared content.

Quick reference tasks: share content

Host or Presenter only

If you want to... Do this...

Start a new whiteboard Select New Whiteboard from the top of the content viewer

Select Share > Whiteboard

Note:
Share a whiteboard
 You can add multiple pages to a shared whiteboard.
 You can share multiple whiteboards.

Select Share > Web Browser then go to a web page in your

Share your web browser
browser.

On the Meeting Controls panel, select Annotate. Select a tool for

Start annotating
making annotations.

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If you want to... Do this...

On the Tools panel, select Save Annotations.
Note: Participants cannot use this option unless the Host or
Save annotations Presenter grants the Screen Capture privilege to them. As Host, if
you are sharing proprietary software, you may want to ensure that
this privilege is turned off.

Click the downward-pointing arrow to the right of the Eraser Tool

icon, then choose Clear My Annotations.
Clear annotations you have made Note: Only annotations on the page or slide that currently appears
in your content viewer are cleared. Annotations on other pages or
slides are not cleared.

Click the downward-pointing arrow to the right of the Eraser Tool

Clear your pointer
icon, then choose Clear My Pointer.

Display shared software in a full- On the Meeting Controls Panel, select the down arrow then choose
screen view View > Full screen for Participants.

On the Meeting Controls Panel, select the down arrow then choose
View > Synchronize for All.
Synchronize your view with
participants Note: Synchronizing views has no effect on the size in which the
shared software appears on participant screens. Participants can
control the size of their views independently.

Let participants annotate on shared On the Meeting Controls Panel, select Annotate then select Allow
software to Annotate.

On the Meeting Controls Panel select the down-arrow button on the

Automatically let participants control
Assign button then select Pass Keyboard and Mouse Control >
shared software
Auto Accept All Requests.

On your computer's desktop, select your mouse to regain control of

Take back control of shared the shared software.
software The participant who was controlling the shared software can take
back control at any time by clicking his or her mouse.

Participant only

If you want to... Do this...

On the Meeting Controls Panel, select the down arrow then choose
View. Then choose an option from the menu.
Control your view of shared software
Tip: To switch quickly from the standard window to a full-screen
view of shared software, double-click the shared software.

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Chapter 12: Share Content

If you want to... Do this...

On the Meeting Controls Panel, select the down arrow then choose
Close your sharing window
Stop <option>, for example, Stop Application Sharing.

Request annotation control of On the Meeting Controls Panel select Ask to Annotate (pencil
shared software icon).

On the Tools panel, select Save Annotations.

Save annotations Note: Participants cannot use this option unless the Host or
Presenter grants the Screen Capture privilege to them.

Request remote control of shared

On the Meeting Controls Panel select Ask to Control.
software

Share a file
You can share a file, such as a document, presentation, or video, that resides
on your computer. Participants view the shared file in their content viewers.
1 Select Share > File (Including video).
2 Select one or multiple files that you want to share then select Open.
Files will load one at a time, and a status indicator will appear in the
content area and on the document tabs. The shared file appears in the
content viewer.

Choose an import mode for presentation sharing

For Windows users only
Changing the import mode does not affect any presentations that you are
currently sharing. To apply a new import mode to a shared presentation, you
most close it first, and then share it again.
1 In the Meeting window, select Meeting > Options.
The Meeting Options dialog box appears, with the Options tab selected by
default.
2 Select Import Mode.
3 Select either Universal Communications Format or Printer driver.

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 Chapter 12: Share Content

 Universal Communications Format (UCF) - The default mode. Lets you

display animations and slide transitions in Microsoft PowerPoint
presentations. In the UCF mode, Meeting Manager imports
presentations more quickly than it does in the printer driver mode.
However, pages or slides may not appear consistently in Meeting
Manager across platforms.
Note: UCF mode is not supported for Office 2013 users sharing PowerPoint slides.

 Printer driver - Displays shared presentations as they appear when you

print them, providing a consistent appearance of pages and slides in
Meeting Manager across platforms. However, this mode does not
support animations or slide transitions. In this mode, the first page or
slide may appear quickly, but the total import time for all pages or
slides is usually longer than it is in the UCF mode.
4 Select OK.

Navigate slides, pages, or whiteboards using the toolbar

You can navigate to different pages, slides, or whiteboard “pages” in the
content viewer. Each document, presentation, or whiteboard being shared
appears on a tab at the top of the content viewer.
1 In the Meeting window, select the tab for the document, presentation, or
whiteboard that you want to display.
If there are more tabs than can appear at one time, select the down arrow
button to see a list of remaining tabs.
2 Click the arrow options on the toolbar to change the page or slide you are
viewing.

Note:
 Alternatively, you can navigate to different pages or slides in a shared document,
presentation, or whiteboard by opening the thumbnail viewer.
 You can advance pages or slides automatically at a time interval that you specify.
 If your presentation includes animations or slide transitions, you can use the toolbar
or keyboard shortcuts to perform them.

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Chapter 12: Share Content

Advance pages or slides automatically

When sharing a document or presentation in the content viewer, you can
automatically advance pages or slides at a specified interval. Once you start
automatic page or slide advancement, you can stop it at any time.
1 In the Meeting window, select the tab for the document or presentation for
which you want to advance pages or slides automatically.
2 Select View > Automatically Advance Pages.
3 To change the time interval for advancing pages, do one of these:
 Click the up or down buttons to increase or decrease the interval
 Type a specific time interval
To restart page or slide advancement once all pages or slides are
displayed, check Return to beginning and continue advancing pages.
4 Click Start.
5 Optional. Close the Automatically Advance Pages dialog box by clicking
the Close button in the upper-right corner of the dialog box.
The pages or slides continue to advance at the specified interval.
6 To stop automatic page or slide advancement, reopen the Automatically
Advance Pages dialog box and click Stop.

Show slide animations and transitions in a shared

presentation
When sharing a Microsoft PowerPoint slide presentation in the content viewer,
you can animate text and slide transitions, just as you can when using the
Slide Show option in PowerPoint.
 Animations and transitions are not supported for Office 2013 users sharing
PowerPoint slides. Instead, use Application or Screen share.
 To show slide animations and transitions, you must share the presentation
as a Universal Communications Format (UCF) file. The UCF import mode
automatically converts a PowerPoint file to a UCF file when you share it.
 If at least one meeting participant is using the Java Meeting Manager,
animations and slide transitions will not display during the meeting. The

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meeting host can prevent participants from joining a meeting using the
Java Meeting Manager when scheduling the meeting.

1 Ensure that the content viewer has input focus by clicking in the viewer.
The content viewer has input focus if a blue border appears around the
outside of the slide in the viewer.
2 On the toolbar, select the appropriate arrows to move through your
presentation.

Add new pages to shared files or whiteboards

When sharing a file or whiteboard in the content viewer, you can add a new,
blank page for annotation.
1 In the content viewer, select the tab for the document, presentation, or
whiteboard to which you want to add a page or slide.
2 Select Edit > Add Page.
A new page appears in the content viewer at the end of the currently
selected document, presentation, or whiteboard.

Tip: If you have added multiple pages to a shared file or whiteboard tab, you can view
thumbnails to make it easy to view and navigate around your added pages.

Paste images in slides, pages, or whiteboards

If you copy any bitmap image to your computer's clipboard, you can paste the
image into a new page, slide, or whiteboard in the content viewer.
For example, you can copy an image on a web page or in an application, then
quickly share that image by pasting it in the content viewer.
1 In the content viewer, select the tab for the document, presentation, or
whiteboard in which you want to paste an image.
2 Select Edit > Paste As New Page.
The image appears on a new page in the content viewer, at the end of the
currently selected document, presentation, or whiteboard.
Note: You can paste any type of bitmap image, such as a GIF, JPEG, BMP, or TIF
image in the content viewer. However, you cannot paste other types of images-such
as EPS or Photoshop (PSD) images-in the content viewer.

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Save a presentation, document, or whiteboard

You can save any shared document, presentation, or whiteboard that appears
in the content viewer. A saved file contains all the pages or slides in the
document, presentation, or whiteboard that is currently displayed in the
content viewer, including any annotations and pointers that you or other
attendees added to them.
Files that you save are in the Universal Communications Format (UCF). You
can open a .ucf file either in another meeting or at any time outside of a
meeting.
Once you save a new document, presentation, or whiteboard to a file, you can
save it again to overwrite the file or save a copy to another file.
1 To save a new document, select File > Save > Document.
2 Choose a location at which to save the file.
3 Type a name for the file in the File name box.
Note: To save a copy, choose Save As > Document then either type a new name for
the file or choose a new location at which to save the file.

Open a saved document, presentation, or whiteboard

If you saved a document, presentation, or whiteboard that appeared in the
content viewer during a meeting, you can do either of the following:
 Open the file in the content viewer during another meeting. Only a
presenter or participants who have the Share documents privilege can
open a saved file during a meeting.
 Open the file at any time on your computer's desktop.
A saved document, presentation, or whiteboard is in the saved Universal
Communications Format (UCF) and has a .ucf extension.
 UCF is not supported for Office 2013 users sharing PowerPoint slides.
 If the file that you want to open is on your computer desktop, simply
double-click it to have it open in the WebEx Document Viewer.
1 Select File > Open and Share.

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2 Select the document, presentation, or whiteboard file that you want to

open.
3 Click Open.

Print presentations, documents, or whiteboards

You can print any shared presentations, documents, or whiteboards that
appear in your content viewer. A printed copy of shared content includes all
added annotations and pointers.
1 In the content viewer, select the tab for the document, presentation, or
whiteboard that you want to print.
2 Select File > Print > Document.
3 Select the printing options that you want to use, and then print the
document.
When printing shared content in the content viewer, Meeting Manager
resizes it to fit on the printed page. However, for whiteboards, the Meeting
Manager prints only the content that lies within the dashed lines on the
whiteboard.

Share web content

You can share a web page that contains multimedia effects. The page opens
in the content viewer on each participant's screen. If the content requires a
media player, participants must have the appropriate player installed on their
computers.
1 Select Share > Web Content.
2 For Address, enter the address, or URL, at which the content resides.
Or, if you have previously shared the content, select it in the drop-down
list.
Tip: You can copy a URL from any source, such as another browser window, and
then paste it in the Address box.

3 For Type, select the type of web content that you want to share.
4 Click OK.

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Differences between sharing web content and sharing a web

browser
Meeting Center provides two options for sharing web-based information. You
can share web content or share a web browser with meeting participants.
Choose the feature that better suits your needs.

Sharing option Advantages Disadvantages

Web browser sharing  Lets you guide  Does not display media
participants to various effects or transmit
web pages and sites on sounds on web pages.
the web.
 Does not let participants
 Lets you grant attendees interact with web pages
control of your web independently.
browser.
 Lets you and other
participants annotate
web pages.

Web content sharing  Displays web pages, and Does not let you guide
lets participants participants to other web
experience media effects pages.
on web pages, including
video and sound.
 Lets participants interact
with web pages
independently in their
content viewers.

Share an application
Host or Presenter only
You can share any application on your computer with meeting participants.
1 Select Share > Application.
The list of all applications currently running on your computer is displayed.
2 Do one of the following:

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 If the application you want to share is currently running, select it in the

list to begin sharing it.
 If the application you want to share is not currently running, select
Other Application. The Other Application dialog box appears,
showing a list of all applications on your computer. Select the
application, and then select Share.
Your application appears in a sharing window on participant screens.
3 To share an additional application, select the application that you want to
share:
 If that application is currently running, select Share.
 If the application is not currently running, select Share Application in
the Meeting Controls Panel.

Tip: When you open any application that you have minimized, it opens with the
sharing buttons in the upper-right corner.

4 To switch between applications, select the drop-down arrow next to the

Share button.
5 To stop application sharing, select Stop Sharing on the title bar of the
application that you no longer want to share or the Meeting Controls
Panel.

Share applications with detailed color (Windows)

For Windows users only
By default, Meeting Manager sends images of shared software using 16-bit
color mode, which is the equivalent of your computer's “High Color” (16-bit)
setting. This mode provides an accurate representation of color for most
shared applications. However, if your shared application contains detailed
color images-such as color gradients-the color may not appear accurately on
participants' screens. For example, color gradients may appear and color
“bands.”
If the accuracy and resolution of color in a shared application is important, you
can turn on True Color mode in Meeting Manager. Using this mode, however,
may affect the performance of application sharing.
When using True Color mode, you can select one of the following options:
 Better imaging (no image compression)

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 Better performance (some image compression)

“Performance” refers to the “speed” at which images appear on participant
screens, and “imaging” refers to the quality of the color in shared images.
Before turning on True Color mode, ensure that your monitor display is set to
True Color (either 24- or 32-bit color). For more information about setting
options for your monitor, refer to Windows Help.
1 If you are currently sharing an application, stop your sharing session.
2 Select Meeting > Meeting Options.
3 Select the True Color Mode tab.
4 Select Enable True Color mode.
5 Select one of the following options:
 Better imaging
 Better performance
6 Select OK or Apply.

Share applications with detailed color (Mac)

For Mac users only
Before sharing an application or your content, you can choose one of the
following display modes:
 Better performance: The default mode. Lets you display your content
faster than you do using the better image quality mode.
 Better image quality: Lets you display your content with better image
quality. In this mode, your shared content may take longer time to display
than in the better performance mode.
Changing the display mode does not affect presentation or document sharing.
1 In the Meeting window, select Meeting Center > Preferences.
2 Select Display.
3 Select Better performance or Better image quality, as appropriate.
4 Select OK.

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Tips for sharing software

The following tips can help you to share software more effectively:
 Application sharing only: To save time during a meeting, ensure that any
applications you intend to share are open on your computer. At the
appropriate time during the meeting, you can then quickly begin sharing
an application, without waiting for the application to start.
 If participants cannot see all of the shared software without scrolling their
sharing windows, they can adjust their views of the shared software. They
can reduce the size of the shared software in decrements, or scale it to fit
inside their sharing windows.
 To improve the performance of software sharing, close all applications that
you do not need to use or share on your computer. Doing so conserves
processor usage and memory on your computer, thus helping to ensure
that Meeting Manager can send images of shared software quickly during
a meeting. Also, to ensure that a maximum amount of bandwidth is
available for software sharing, close any applications that use bandwidth,
such as instant messaging or chat programs, and programs that receive
streaming audio or video from the web.
 If you are sharing an application for which the rendering of color on
participants' screen is important, you can improve color quality by turning
on True Color mode.
 Application and web browser sharing only: Avoid covering a shared
application or web browser with another window on your computer's
desktop. A crosshatched pattern appears in participant sharing windows
where the other window is covering the shared application or browser.
 Application and web browser sharing only: If you want to switch your
display between shared software and the Meeting window, you can pause
software sharing before you return to the Meeting window, and then
resume sharing once you return to the shared application. Pausing
software sharing conserves processor usage and memory on your
computer while you view the Meeting window.
 Application and web browser sharing only: If you have more than one
monitor, when you share an application or web browser, the participants
can see it on whichever monitor you are displaying it. If you move the
application or web browser to another monitor, it is still visible to the
participants. If you are sharing more than one application, the participants
will see the best view if you make sure the applications are displaying on
the same monitor.

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 Because software sharing requires additional bandwidth during a meeting,

it is recommended that you use a dedicated, high-speed Internet
connection when sharing software. However, if participants are using dial-
up Internet connections, they may notice a delay in viewing or controlling
shared software. If you want to share a document, such as a Microsoft
Word or Excel document, you can improve the meeting experience for
these participants by using document sharing instead of application
sharing.

About sharing a remote computer

A presenter uses remote computer sharing to show all meeting participants a
remote computer. Depending on how the remote computer is set up, the
presenter can show the entire desktop or just specific applications. Remote
computer sharing is useful to show participants an application or file that is
available only on a remote computer.
Participants can view the remote computer, including all the presenter's
mouse movements, in a sharing window on their screens.
As presenter, you can share a remote computer during a meeting if:
 You have installed the Access Anywhere Agent on the remote computer
 You logged in to your Meeting Center Web site before joining the meeting,
if you are not the original meeting host
For information about setting up a computer for remote access, refer to the
Access Anywhere User's Guide.

Start remote computer sharing

Host or Presenter only
If you have already set up a computer for Access Anywhere, you can share
the computer during a meeting.
1 Select Share > Remote Computer.
The Access Anywhere dialog box appears.
2 Under Remote Computers, select the computer you want to share.
3 Under Applications, select an application that want to share.

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If you set up the remote computer so you can access its entire desktop,
the option Content appears under Applications.
4 Select Connect.
Depending on the authentication method you chose when you set up the
computer for Access Anywhere, you perform one of these tasks:
 If you chose access code authentication: You enter the access code
you typed when you set up the remote computer.
 If you chose phone authentication: You receive a phone call at the
number that you entered when you set up the remote computer.
5 Complete your authentication.
 If you chose access code authentication: Type your access code in the
box, and then select OK.
 If you chose phone authentication: Follow the voice instructions.

Note:
 If you are not the original meeting host, you must log in to your Meeting Center Web
site before joining a meeting in which you want to share a remote computer. If you
are already in a meeting, but did not log in to your site, you must leave the meeting,
log in to your site, and then rejoin the meeting.
 If a password-protected screen saver is running on the remote computer, your
meeting service automatically closes it once you provide your access code or pass
code.
 If the remote computer is running Windows 2000, and you must log in to the
computer, send a Ctrl+Alt+Del command to the computer.
 If you set up the remote computer so you can access multiple applications, you can
share additional applications simultaneously.

Share additional applications on a shared remote computer

Host or Presenter only
While sharing a remote computer on which you have specified that you can
access only specific applications rather than its entire desktop, you can share
additional applications on the remote computer. Meeting participants can view
all shared applications simultaneously.

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1 On the Meeting Controls Panel, select the down arrow button (it is the last
button on the Meeting Controls Panel). Then choose Share Remote
Application.
2 In the Select Application box, select the application you want to share.
After you choose another application to share, all previously selected
applications remain open.
3 Select OK.

Stop remote computer sharing

Host or Presenter only
You can stop sharing a remote computer during a meeting at any time. Once
you stop sharing a remote computer, the Access Anywhere Server
disconnects your local computer from the remote computer. The remote
computer remains logged into the Access Anywhere Server, so you can
access it again at any time.
1 To ensure your privacy and the security of your remote computer, do one
of the following:
 Close any applications that you started during the sharing session.
 If the remote computer is running Windows 2000, and you have
administrator rights on the computer, log off from or lock the computer.
To access these options on the computer, send a Ctrl+Alt+Del key
combination to the remote computer.
 Specify a screen saver password, and set the screen saver to appear
after short period of inactivity-for example, 1 minute.
 Shut down the computer, if you do not plan to access it again remotely.
2 On the Meeting Controls Panel, select Stop Sharing.
Sharing stops and you return to Meeting Manager.

Manage a shared remote computer

Host or Presenter only
While sharing a remote computer during a meeting, you can manage the
remote computer by setting options and sending commands.

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Note: Any changes that you make to options affect the remote computer only during the
current sharing session. The changes do not affect the default options that you set for
the remote computer in the Access Anywhere Agent preferences.

To Do this
Reduce the screen resolution on a On the Meeting Controls Panel, select the down arrow button then
remote computer choose Reduce Screen Resolution to Match This Computer.

Disable or enable a remote On the Meeting Controls Panel, select the down arrow then choose
computer's keyboard and mouse Disable Keyboard and Mouse.

Adjust the size of the view of a On the Meeting Controls Panel, select the down arrow then choose
shared remote computer View.
Choose a display option from the menu.

Hide or display the contents on a On the Meeting Controls Panel, select the down arrow then choose
remote computer's screen Make Screen Blank.

Send a Ctrl+Alt+Del command to log On the Meeting Controls Panel, select the down arrow then choose
in or out or lock or unlock the remote Send Ctrl+Alt+Del.
computer

Choose a different application to On the Meeting Controls panel, select the down arrow then choose
share on a remote computer Share Remote Application.
Select the application you want to share from the list of available
applications.

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 13
Take a Poll
Chapter 13

During a meeting, you can poll participants by presenting them with a

questionnaire. Conducting a poll can be useful for gathering feedback from
participants, allowing participants to vote on a proposal, testing participant
knowledge of a topic, and so on.

Create a questionnaire (for Windows)

Presenter only
To conduct a poll, you must first create a poll questionnaire. You create a
questionnaire in a meeting. To save time during a meeting, you can start the
meeting earlier than the scheduled time, create a questionnaire on the Polling
panel, save it, and then open it during the actual meeting.
1 Open the Polling panel in a meeting.
2 In the Question section, select one of these question types:
 To create a multiple-answer question, select Multiple choice, and
then select Multiple Answers in the drop-down list.
 To create a single-answer question, select Multiple choice, and then
select Single Answer in the drop-down list.
 To create a text question, select Short answer.
3 Click New.
4 Type a question in the box that appears.
5 In the Answer section, click Add.
6 Type an answer in the box that appears.

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7 To type another answer, click Add once you finish typing an answer.
The question and answers appear in the Poll Questions area.
8 To add questions, repeat steps 2 to 7.
9 To create additional polls during a meeting, select the New icon on the
Polling panel.

Create a questionnaire (for the Mac)

1 Open the Polling panel in the meeting.
2 Add a question by clicking this button and then typing the question.

3 Add an answer by clicking this button and then typing the answer.

4 To add more answers, repeat step 3.

5 To add more questions, repeat step 2.
6 To change the question type, click the text "Click here to change question
type" that appears under the specific question and then do one of the
following:
 To create a multiple-answer question, select Multiple Answers.
 To create a single-answer question, select Single Answer.
 To create a question that requires a text answer, select Short Answer.

Edit a questionnaire
1 To change the type of question:
 Select the question by clicking it, and then select the new type of
question in the Question section.

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 Click Change Type.

2 To edit any question or answer that you entered:
 Select the question or answer by clicking it, and then click the Edit
icon.

 Make your changes.

3 To delete a question or an answer:
 Select the question or answer by clicking it, and then click the Delete
icon.

Windows

Mac

4 To rearrange questions or answers:

 Select the question or answer by clicking it, and then click the Move
Up or Move Down icon, as appropriate.

5 To delete an entire questionnaire, click Clear All.

If you have not saved the questionnaire, a message box appears, asking
whether you want to save it or not.

Display a timer during polling

You can specify that a timer displays for participants and yourself when a poll
is in progress.
1 Open the Polling Options dialog box.
 If you use Windows, click Options at the bottom of your Polling panel.

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 If you use the Mac, click the Options icon on the lower-right portion of
the Polling panel.
2 In the dialog box that appears, select Display, and then type the length of
time in the Alarm: box.
3 Click OK.

Open a poll
After you finish preparing a poll questionnaire, you can open the poll.
If you prepared your questionnaire in advance and saved it, you must first
display it on the Polling panel.
1 Display your poll questionnaire on the Polling panel, if you have not done
so.
2 Click Open Poll.
The questionnaire appears on participants' Polling panels. Participants can
now answer the poll.
As participants answer the questions, you can watch the polling status on
your Polling panel.
3 Click Close Poll when the time is up.
If you specify a timer and the poll times out, the poll automatically closes.
Participants can no longer answer questions.
Once you close a poll, you can view the poll results and optionally share them
with participants.

Share poll results with participants

After you close a poll, you can share the poll results with participants.
The poll results you can share during a meeting are anonymous. However,
Meeting Center records responses from each participant, in addition to group
results, and allows you to save those individual and group results.
1 In the Share with attendees section on your Polling panel, check Poll
results.
2 Click Apply.

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The results of the poll appear in the participants' Polling panels, just as
they do on your Polling panel.
Note: The Results column indicates the percentage of attendees who chose each
answer. The Bar Graph column provides a graphic representation of each percentage
in the Results column.

Save a poll questionnaire in a meeting

After you create a poll questionnaire in a meeting, you can save it as a .atp
file. You can open the file for use in any meeting.
1 Select File > Save > Poll Questions.
2 Choose a location at which to save the file.
3 Type a name for the file.
4 Click Save.
Meeting Manager saves the poll questionnaire to a file at the location you
specified. Poll questionnaire file names have a .atp extension.

Save the results of a poll

After closing a poll, you can save the responses in one of these ways:
 Text File group result—Saves the percentage of attendees who chose
each answer in a .txt file
 Text File individual attendees result—Saves the responses from each
attendee, in addition to the group results, in a .txt file
1 Close the poll if you have not done so.
2 Select File > Save > Poll Results.
Tip: To save the results of multiple polls into a single file, select Save > All
Poll Results.
3 Select a location at which to save the file.
4 In the "File name" drop-down list, enter a name for the file.
5 In the "Save as type" drop-down list, select the format in which you want to
save the results.

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6 Click Save.
You can now view poll results by opening the file.

Open a poll questionnaire file

If you saved a poll questionnaire to a file, you can display the questionnaire
on your Polling panel by opening the file.
You can open a poll questionnaire file only during a meeting.
1 Select File > Open Poll Questions.
2 Select the poll questionnaire file that you want to open.
A poll questionnaire file has a .atp extension.
3 Click Open.
The poll questionnaire appears on your Polling panel. You can now open
the poll to the participants.

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 14
Transfer and Download Files
During a meeting
Chapter 14

During a meeting, you can publish files that reside on your computer. Meeting
participants can then download the published files to their computers or local
servers. Publishing files is useful if you want to provide participants with a
document, a copy of your presentation, an application, and so on.
Files that you publish reside only on your computer - not on a server. Thus,
your published files are always protected from unauthorized access during a
meeting.

Publish files during a meeting

During a meeting, you can publish files that reside on your computer, and
meeting attendees can download the files to their computers or local servers.
1 In the Meeting window, select File > Transfer.
The File Transfer window appears.
2 Click Share File.
The Open dialog box appears.
3 Select the file that you want to publish then click Open.
The file appears in the File Transfer window.
The file is also now available in each attendee's File Transfer window.
4 Optional. Publish additional files that you want attendees to download.

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5 To stop publishing files during a meeting, in the title bar of the File
Transfer window, click the Close button.
Meeting Manager closes the File Transfer window in each attendee's
Meeting window.

Note: The number of attendees that have the File Transfer window open, including
you, appears in the lower-right corner of the File Transfer window.

Download files during a meeting

If a presenter publishes files during a meeting, the File Transfer dialog box
automatically appears in your Meeting window. You can then download the
published files to your computer or a local server.
1 In the File Transfer window, select the file that you want to download.
2 Click Download.
The Save As dialog box appears.
3 Choose a location at which to save the file.
4 Click Save.
The file downloads to your selected location.
5 If applicable, download additional files.
6 Once you finish downloading files, in the title bar of the File Transfer
window, click the Close button.

Note: To reopen the File Transfer window at any time, select File > Transfer. This
option is available only if the presenter is currently publishing files.

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 15
Manage and Take Notes
Chapter 15

During a meeting, one or more meeting participants with access to the notes
feature can take notes on the Notes or Closed Caption panel in the Meeting
window. Only one participant performs closed captioning.
If all participants are allowed to take notes, they cannot publish their notes to
others during the meeting. However, participants can save their notes at any
time during the meeting.
The meeting host can select the single note taker during the meeting. A single
note taker can publish notes at any time during the meeting or send a meeting
transcript containing the notes to all participants.
If needed, the host can also select a closed captionist. A closed captionist can
publish captions in real-time during the meeting and can also send a transcript
containing the captions to all participants.

Note: The notes feature is not available on the Mac.

Designate a note taker

If the single note taker or closed captions option is set for a meeting, you can
designate any participant or closed captionist to be the note taker. When
scheduling a meeting, you can set the notes option, or a presenter can set the
notes option during a meeting.
1 On the Participants panel, select the participant you want to designate as
note taker.
2 Change their role as follows:

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 Windows: Right-click and then select Change Role To > Note Taker.
 Mac: Select ctrl and then click; then select Change Role To > Note
Taker.
A pencil indicator appears to the right of the participant's name in the
participant list.

Note:
If you select another note taker or closed captionist, any notes or closed captions that
the previous note taker or closed captionist published remain on each participant's Notes
or Closed Caption panel. However, the new note taker or closed captionist cannot edit
the existing notes or closed captions .

Designate a closed captionist

1 On the Participants panel, select the participant you want to designate as
a closed captionist.
2 Do one of the following:
 Windows: Right-click and select Change Role To > Closed
Captionist.
 Mac: Select ctrl and then click. Then select Change Role To >
Closed Captionist.
A closed caption indicator appears next to the participant's name in the
participant list.

Enable closed captions

1 Depending on the operating system you are using, do one of the following:
 Windows: In the Meeting window, select Meeting > Options.
The Meeting Options dialog box appears, with the General tab
selected by default.
 Mac: On the Meeting Center menu, select Preferences > Tools.
2 To turn the closed captioning option on or off, check or uncheck Enable
Closed Captioning.

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3 To select another participant to transcribe, select the participant's name on

the Participants panel then right-click (Windows) or select ctrl and then
click (Mac) and then select Change Role To > Closed Captionist.

Take personal notes

If the meeting host or presenter has selected the option to allow participants
to take personal notes, you can type your notes on the Notes panel in the
Meeting window.
1 In the Meeting window, open the Notes panel.
2 Type your notes in the box.

Note: You can save your notes to a text file on your computer.

Take public notes (meeting minutes)

If the meeting host has designated you as the single note taker for a meeting,
you can type notes on the Notes panel in your Meeting window. Your notes
are not visible to other meeting participants until you publish them. You can
publish your notes at any time during the meeting, or you can send your notes
in a meeting transcript to all participants.
1 In the Meeting window, open the Notes panel.
2 Type your notes in the box.
3 Optional. To publish your notes so they appear in each participant's Notes
panel, click Publish.

Note: If the Notes panel is not selected on a participant's Meeting window once you
publish notes, the participant sees an alert.

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Provide closed captions

If the meeting host has designated you as the closed captionist for a meeting,
you can type captions on the Closed Captions panel in your Meeting window.
To type captions, you can use either a standard keyboard, or a steno
keyboard and machine translation software.
Your captions are visible to other meeting participants in real-time, one line at
a time. You can also send your captions in a meeting transcript to all
participants.
1 Open the Closed Caption panel.
2 Type your captions in the box.
3 Once you type a line of captions, do either to publish your captions on
each participant's Closed Caption panel:
 Press the Enter key on your computer's keyboard.
 Click Publish on the Closed Caption panel.

Note:
If the Closed Captions panel is not selected on a participant's Meeting window once you
publish a line of captions, the participant is alerted that captions are available.

Save notes to a file

If you are taking personal or public notes (meeting minutes) or closed
captions during a meeting you can save your notes or closed captions to a
text file on your computer. You can also save any notes or closed captions
that another note taker or closed captionist publishes on your Notes or Closed
Caption panel.
Once you save new notes to a file, you can save changes to the notes or save
a copy of the notes to another file.
1 On the Notes or Closed Caption panel, click Save.
The Save Notes As dialog box appears.
2 Choose a location at which to save the file.

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3 Type a name for the file then click Save.

4 To save a copy of notes to another file, select File > Save As > Notes.
The Save Notes As dialog box appears.
5 Do either or both:
 Type a new name for the file.
 Choose a new location at which to save the file.
6 Click Save.

Tip:
Alternatively, you can save all of the following meeting information to files at once:
 Shared presentations or documents
 Chat messages
 Notes
 Poll questionnaire
 Poll results
To save all information at once, select File > Save All. In this case, the files are saved under their
default file names. Thus, if you have already saved a file using another name, it is not overwritten.

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Manage Information in My
WebEx
Chapter 16

About My WebEx
My WebEx is an area on your WebEx service Web site in which you can
access your user account and personal productivity features. The following
features are available, depending on the configuration of your site and user
account:
 Personal list of meetings: Provides a list of all the online meetings that
you are hosting and attending. You can view the meetings by day, week,
or month, or you can view all meetings.
 Productivity Tools Setup: Optional feature. Lets you set up options for
instant or scheduled meetings that you can start from applications on your
desktop. If you install WebEx Productivity Tools, you can start or join
meetings, sales meetings, training sessions, and support sessions
instantly from One-Click or from other applications on your desktop, such
as Microsoft Office, Web browsers, Microsoft Outlook, IBM Lotus Notes,
and instant messengers. You can also schedule meetings, sales
meetings, events, and training sessions using Microsoft Outlook or IBM
Lotus Notes without going to your WebEx service site.
 Personal Meeting Room: Optional feature. A page on your WebEx
service Web site on which visitors can view a list of meetings that you are
hosting and join a meeting in progress. Visitors can also access and
download files that you share.
 Access Anywhere: Optional feature. Lets you access and control a
remote computer from anywhere in the world. For more information about

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Access Anywhere, refer to the guide Getting Started with Access

Anywhere, which is available on your WebEx service Web site.
 File storage: Lets you store files in personal folders on your WebEx
service Web site, where you can access them on any computer that has
access to the Internet. Also lets you make specific files available on your
Personal Meeting Room page, so visitors to your page can access them.
 Address book: Lets you keep information about your personal contacts
on your WebEx service Web site. Using your address book, you can
quickly access contacts when inviting them to a meeting.
 User profile: Lets you maintain your account information, such as your
username, password, and contact information. Also lets you specify
another user who can schedule meetings on your behalf, set options for
your Personal Meeting Room page, and manage scheduling templates.
 Personal Conference numbers: Optional feature. Lets you create
Personal Conference number (PCN) accounts, which you can use to set
up the audio portion of your Personal Conference meetings.
 Web site preferences: Lets you specify the home page for your WebEx
service Web site—that is, the page that appears first whenever you
access your site. If your site provides multiple languages, you can also
choose a language and locale in which to display text on your site.
 Usage reports: Optional feature. Lets you obtain information about
meetings that you hosted. If you use the Access Anywhere option, you can
also obtain information about computers that you access remotely.

Register for a user account

Once you obtain a user account, you can use My WebEx features on the
Web.
If your site administrator has made the self-registration feature available, you
can sign up for an account on your WebEx service Web site at any time.
1 Go to your WebEx site.
2 On the navigation bar, select Set Up > New Account.
The Sign Up page appears.
3 Provide the required information.
4 Click Sign Up Now.

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You receive an email message, confirming that you have signed up for a
user account.
Once your site administrator approves your new user account, you receive
another email message containing your username and password.

Note:
 If self-registration is not available for your WebEx site, contact your administrator for
an account.
 Once you obtain a user account, you can edit your user profile to change your
password and provide additional personal information. You can also specify site
preferences, such as your default home page and time zone.

Log in to the WebEx site

1 Go to your WebEx site.
2 In the upper-right corner of the page, select Log In.
3 Enter your username and password.
Passwords are case-sensitive, so you must type your password exactly as
you specified it in your user profile.
4 Select Log In.

Tip: If you have forgotten your username or password, click Forgot your password.
Provide your email address, type verification characters, and then click Submit. You will
receive an email message containing your username and password.

View your meetings list

You can open your personal list meetings you host so you can start modify, or
cancel a meeting.
You can also view the list of meetings you are invited to so you can join those
meetings.
1 Log in to your WebEx site, and then select My WebEx.
The My Meetings page appears, showing your list of scheduled meetings.

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2 Select one of the tabs to navigate to different views of the My Meetings

page:
You can choose Daily, Weekly, Monthly, or All Meetings.
3 (Optional) Select options to control the view:
 To view the list of meetings to which you are invited, select The
meetings you are invited to from the list. If your meeting requires
registration, and you have not registered yet, select the Registration
link to join.
 To include meetings in the view that have already occurred, turn on
Show past meetings.
4 To view information about a meeting, so you can start, modify, cancel, or
join it, select the meeting name.
5 If your site is enabled for Collaboration Meeting Rooms (CMR Cloud),
select Go to Personal Room to manage your Personal Room. For more
information about Personal Rooms, see the WebEx Meeting Center with
Collaboration Meeting Rooms (CMR Cloud) User Guide.
6 If your site does not support CMR Cloud, select Go to Personal Meeting
Room to manage your personal meeting room.
7 If you want to start an instant meeting, select Start a One-Click Meeting.

Tip: You can specify that your My WebEx Meetings page is the home page that appears
once you log in to your WebEx service Web site. For details, see Maintaining your user
profile (on page 132).

About the My WebEx Meetings page - Daily tab

The WebEx Meetings page - Daily tab shows the daily view for your WebEx
meetings. You can do the following things on this page:
 View the list of meetings you have scheduled for the current date or for
another date, and start the meeting if it is close to the start time.
 View the list of meetings you are invited to for the current date or for
another date, and join the meeting, if it is close to the meeting time.
 Select and delete or cancel meetings that you host.

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 Select Preferences to change the language and time zone you want to
use for your WebEx site.
 If your site is enabled for Collaboration Meeting Rooms (CMR Cloud),
select Go to Personal Room to manage your Personal Room. For more
information about Personal Rooms, see the WebEx Meeting Center with
Collaboration Meeting Rooms (CMR Cloud) User Guide (Available only for
Meeting Center).
 If your site does not support CMR Cloud, select Go to Personal Meeting
Room to manage your personal meeting room.
If you want to start an instant meeting, select Start a One-Click Meeting (not
available for Event Center).

About the My WebEx Meetings page - Weekly tab

The WebEx Meetings page - Weekly tab shows the weekly view for your
WebEx meetings. You can do the following things on this page:
 View the list of meetings you have scheduled for the current week or for
another week, and start the meeting if it is close to the start time.
 View the list of meetings you are invited to for the current week or for
another week, and join the meeting, if it is close to the meeting time.
 Select and delete or cancel meetings that you host.
 Select Preferences to change the language and time zone you want to
use for your WebEx site.
 If your site is enabled for Collaboration Meeting Rooms (CMR Cloud),
select Go to Personal Room to manage your Personal Room. For more
information about Personal Rooms, see the WebEx Meeting Center with
Collaboration Meeting Rooms (CMR Cloud) User Guide (Available only for
Meeting Center).
 If your site does not support CMR Cloud, select Go to Personal Meeting
Room to manage your personal meeting room.
 If you want to start an instant meeting, select Start a One-Click Meeting
(not available for Event Center).

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About the My WebEx Meetings page - Monthly

tab
The WebEx Meetings page - Monthly tab shows the monthly calendar view for
your WebEx meetings. You can do the following things on this page:
 View the calendar of meetings you have scheduled for the current month
or for another week, and start the meeting if it is close to the start time.
 View the calendar of meetings you are invited to for the current week or for
another week, and join the meeting, if it is close to the meeting time.
 Select Preferences to change the language and time zone you want to
use for your WebEx site.
 If your site is enabled for Collaboration Meeting Rooms (CMR Cloud),
select Go to Personal Room to manage your Personal Room. For more
information about Personal Rooms, see the WebEx Meeting Center with
Collaboration Meeting Rooms (CMR Cloud) User Guide (Available only for
Meeting Center).
 If your site does not support CMR Cloud, select Go to Personal Meeting
Room to manage your personal meeting room.
 If you want to start an instant meeting, select Start a One-Click Meeting
(not available for Event Center).

About the My WebEx Meetings page - All

Meetings tab
The WebEx Meetings page - All meetings tab shows the view of all of your
WebEx meetings. You can do the following things on this page:
 View the list of all of the meetings you have scheduled, and start the
meeting if it is close to the start time.
 View the list of all of the meetings you are invited to for the current date or
for another date, and join the meeting, if it is close to the meeting time.
 Select and delete or cancel meetings that you host.
 Select Preferences to change the language and time zone you want to
use for your WebEx site.

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 If your site is enabled for Collaboration Meeting Rooms (CMR Cloud),

select Go to Personal Room to manage your Personal Room. For more
information about Personal Rooms, see the WebEx Meeting Center with
Collaboration Meeting Rooms (CMR Cloud) User Guide (Available only for
Meeting Center).
 If your site does not support CMR Cloud, select Go to Personal Meeting
Room to manage your personal meeting room.
 If you want to start an instant meeting, select Start a One-Click Meeting
(not available for Event Center).

Use Access Anywhere (My Computers)

For information about and instructions for using Access Anywhere to set up
and access a remote computer, please refer to the guide Getting Started with
WebEx Access Anywhere. This guide is available on the Support page on
your WebEx service Web site.
On the My WebEx > My Computers page, you can do the following:
 Select Set Up Computer to set up the current computer for remote
access.
 Select Download manual installer to download the manual installer for
the Access Anywhere software.
 View your list of remote comptuers to see whether they are available or
offline, and to see which applications you have allowed to access for that
computer..
 Select Connect to connect to an available remote computer.
 Select computers you want to remove from the list and then select
Remove.

Manage files in your personal folders

Your user account includes personal storage space for files on your WebEx
site. These files are stored in My WebEx > My Files > My Documents page.
The amount of space available for storing files is determined by your site
administrator. If you require more disk space, contact your site administrator.
1 Go to My WebEx > My Files > My Documents.

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2 Under Action, selecthe Create Folder button to create a new folder.

You can enter a name and a description for the folder.

3 Under Action,, select the Upload button to upload one or more files to a
selected folder.

You can upload up to three files at a time.

4 Under Action, selectthe Download button to download a selected file.

Follow any instructions that your Web browser or operating system

provides to download the file.
5 To edit a folder or file, select it and then select the Edit Folder or Edit File
button.

For folders, you can specify the following properties:

 Name and decription
 Sharing options
 Do not share this folder: This folder does not appear on your
Personal Meeting Room page. Thus, visitors to your page cannot
view the folder or access any files in it.
 Share this folder: This folder appears on your Personal Meeting
Room. You can select With all, With users with host or attendee
accounts, or With users with host accounts only.
 Read and write access
 Password protection
6 If you want to search for a specific file or folder, in the Search For box,
type all or part of the file's name or description, and then select Search.
7 Use the Move and Copy commands to move or copy a selected file or
folder to a different folder.

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8 Share a folder so it appears on your Personal Meeting Room page.

Tip:
 You can use this storage space to access important information when you are away
from the office. For example, if you are on a business trip and want to share a file
during an online session, you can download the file in your personal folders to a
computer, and then share the file with attendees.
 If you share a folder, visitors to your Personal Meeting Room page can upload files
to or download them from the folder. For example, you can use your personal folders
to exchange documents that you share in your sessions, archive recorded meetings,
and so on.

Manage meeting recordings

When you host meetings and record them on the server, the meeting
recordings are listed on your My WebEx > My Files > My Recordings page.
The settings for your WebEx site determine the storage space for your
recordings.
1 Locate your recordings by going to My WebEx > My Files > My
Recordings.
2 Select the Playback button to play a recording.

3 Select the Email button to send an email message with a link to a

recording.

4 Select the More button to see more options for the recording:

 Download
 Modify
 Disable
 Reaassign

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 Delete
5 Select the recording name link to see the Recording Information page:
 Select Play Now to play the recording
 Select Send Email to share your recording with others by sending an
email message with a link to the recording.
 Select or copy the streaming recording link that allows you to play the
recording.
 Select or copy the download recording link that allows you to download
the file.
 Select Modify to edit the recording.
 Select Delete to delete the recording.
 Select Disable to make the recording temporarily unavailable.
 Select Re-assign to assign the recording to another host.
 Select Back to List to return to your recording list.
6 Select Add recording to add another recording, such as a local recording
recorded with the WebEx Recorder or another recording application, to
your recording list.

Tip: If you download a recording to your local computer and open it with the WebEx
Network Recording Player, you can convert it to another format such as Windows Media
format, Flash format, or MPEG-4 format.

Manage miscellaneous recordings

When you upload other types of recordings were not recorded directly from
Meeting Center , Event Center, or Training Center, they are listed on the My
WebEx > My Files >My Recordings > Miscellaneous page.
1 Locate your recordings by going to My WebEx > My Files > My
Recordings > Miscellaneous.
2 Select the Playback button to play a recording.

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3 Select the Email button to send an email message with a link to a

recording.

4 Select the More button to see more options for the recording:

 Download
 Modify
 Disable
 Reaassign
 Delete
5 Select the recording name link to see the Recording Information page:
 Select Play Now to play the recording
 Select Send Email to share your recording with others by sending an
email message with a link to the recording.
 Select or copy the streaming recording link that allows you to play the
recording.
 Select or copy the download recording link that allows you to download
the file.
 Select Modify to edit the recording.
 Select Delete to delete the recording.
 Select Disable to make the recording temporarily unavailable.
 Select Re-assign to assign the recording to another host.
 Select Back to List to return to your recording list.
6 Select Add recording to add another recording, such as a local recording
recorded with the WebEx Recorder or another recording application, to
your recording list.

Tip: If you download a recording to your local computer and open it with the WebEx
Network Recording Player, you can convert it to another format such as Windows Media
format, Flash format, or MPEG-4 format.

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Maintain contact information

You can maintain a personal online address book, in which you can add
information about contacts and create distribution lists. When scheduling a
meeting or starting an instant meeting, you can quickly invite any contacts or
distribution lists in your personal address book. You can also invite contacts in
the Company Address Book for your WebEx site, if one is available.
1 Select My WebEx > My Contacts.
2 In the View list, select Personal Contacts.
3 Add contacts to your personal address book in the following ways:
 Select Add Contact to specify information about contacts one at a
time.
 Select Import to import contact information (on page 128) from a
comma-separated or tab-delimited values file (.csv).
4 Edit or delete the information about any contact or distribution list in your
personal address book.
5 Enter text in the Search for field and select Search to search for contacts
in your presonal address book.
6 Create a distribution list (on page 131) in your address book.
7 To delete contacts, select one or more contacts and then select Delete.

Import contact information in a file to your address book

You can add information about multiple contacts simultaneously to your
personal address book, by importing a comma-separated or tab-delimited
values file (.csv). You can export information from many spreadsheet and
email programs in CSV format.
1 Generate a .csv file from the application you want to import from, or export
a .csv file (on page 129) from your WebEx Contacts page and then edit it
to add more contacts in that format.
2 Select My WebEx > My Contacts.
3 In the View list, select Personal Contacts.

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4 In the Import From list, select Comma- or Tab-Delimited Files.

5 Select Import.
6 Select the .csv file in which you added new contact information.
7 Select Open.
8 Select Upload File.
The View Personal Contacts page appears, allowing you to review the
contact information you are importing.
9 Select Submit.
A confirmation message appears.
10 Select Yes.

Note: If an error exists in any new or updated contact information, a message appears,
informing you that no contact information was imported.

Export contact information to a .csv file

You can save your contact information as a CSV file to import it into another
application, or to generate a CSV file template that you can then use to add
contact information and then import it later (on page 128).
1 Select My WebEx > My Contacts.
2 In the View list, select Personal Contacts.
3 Select Export.
4 Save the .csv file to your computer.
5 Open the .csv file that you saved in a spreadsheet program, such as
Microsoft Excel.
6 Optional. If contact information exists in the file, you can delete it.
7 Specify information about the new contacts in the .csv file.
8 Save the .csv file.

Important: If you add a new contact, ensure that the UID field is blank. For
information about the fields in the .csv file, see About the Contact Information CSV
template (on page 130).

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About the Contact Information CSV template

On your WebEx service Web site, click My WebEx > My Contacts > View >
Personal Address Book > Export.
Specify information about multiple contacts, which you can then import to your
personal address book. This list shows the fields in this template:
 UUID—A number that your WebEx service site creates to identify the
contact. If you add a new contact to the CSV file, you must leave this field
blank.
 Name—Required. The contact's first and last name.
 Email—Required. The contact's email address. The email address must
be in the following format: [email protected]
 Company—The company or organization for which the contact works.
 JobTitle—The contact's position in a company or organization.
 URL—The URL, or Web address, for the contact's company or
organization.
 OffCntry—The country code for the contact's office phone—that is, the
number that you must dial if the contact resides in another country.
 OffArea—The area or city code for the contact's office phone number.
 OffLoc—The contact's office phone number.
 OffExt—The extension for the contact's office phone number, if any.
 CellCntry—The country code for the contact's cellular or mobile phone—
that is, the number that you must dial if the contact resides in another
country.
 CellArea—The area or city code for the contact's cellular or mobile phone
number.
 CellLoc—The contact's cellular or mobile phone number.
 CellExt—The extension for the contact's cellular or mobile phone number,
if any.
 FaxCntry—The country code for the contact's fax number—that is, the
number that you must dial if the contact resides in another country.
 FaxArea—The area or city code for the contact's fax number.

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 FaxLoc—The contact's fax number.

 FaxExt—The extension for the contact's fax machine, if any.
 Address 1—The contact's street address.
 Address 2—The additional address information, if necessary.
 State/Province—The contact's state or province.
 ZIP/Postal—The contact's ZIP or postal code.
 Country—The country in which the contact resides.
 Username—The user name with which the user logs in to your WebEx
service Web site, if the contact has a user account.
 Notes—Any additional information about the contact.

Create a distribution list in your address book

You can create distribution lists for your personal address book. A distribution
list includes two or more contacts for which you provide a common name and
appears in your Personal Contacts list. For example, you can create a
distribution list named Sales Department, which includes contacts who are
members of your Sales Department. If you want to invite members of the
department to a meeting, you can select the group rather than each member
individually.
1 Select My WebEx > My Contacts.
2 Select Add Distribution List.
The Add Distribution List page appears.
3 In the Name box, type the name of the group.
4 Optional. In the Description box, type descriptive information about the
group.
5 Under Members, locate the contacts that you want to add to the
distribution list, by doing any of the following:
 Search for a contact, by typing all or part of the contact's first or last
name in the Search box.
 Select the letter that corresponds to the first letter of the contact's first
name.
 Select All to list all contacts in your Personal Contacts list.

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6 Optional. To add a new contact to your Personal Contacts list, under

Members, selectAdd Contact.
7 In the box on the left, select the contacts that you want to add to the
distribution list.
8 Select Add to move contacts you selected to the box on the right.
9 After you finish adding contacts to the distribution list, select Add to create
the list.
In your Personal Contacts list, the Distribution List indicator appears to
the left of the new distribution list. You can select the list name to edit it.

Edit your user profile

1 Go to My WebEx > My Profile.
2 Under "Personal Information," enter your username, name, email address,
and mailing address. You can also Upload a photo for your profile. This
photo will appear in meetings when you are signed in but are not showing
your video.
3 If enabled by your administrator, select Display partner links in My
WebEx to show partner site links in the My WebEx navigation bar
4 Under "Calendar Work Hours," specify your work hours for meeting
scheduling purposes.
5 Select Update to save your changes.

Edit your preferences

1 Go to My WebEx > Preferences.
2 Select Expand all to expand all sections, or select an individual section to
expand it.
3 Specify your preferences in each section:
 General—Set the time zone, language, and locale to be used for the
web pages on your WebEx site. You can also set the default page for
each tab.
 "Meet Now Settings—Set default options for instant meetings that you
start with Meet Now. You can select the default meeting type, meeting

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template, password, and audio connection options. Depending on your

site settings, you can also select whether your instant meetings take
place in your Personal Room.
 Audio—Enter your phone number information and Personal
Conferencing information.
Under "My Phone Numbers," enter your phone numbers, and then
select additional options:
 Call-in authentication—If enabled by your site administrator, this
option allows you to be authenticated when you connect to audio
without entering a meeting number whenever you dial into any CLI
(caller line identification) or ANI (automatic number identification)
enabled audio. Selecting this option for a phone number in your
user profile maps your email address to that phone number. Caller
authentication is available only if you have been invited to a
meeting with CLI/ANI enabled audio by email during the meeting
scheduling process.
 Call Me—If your WebEx site has the Call Me service enabled,
select this option next to a number if your site allows you to use the
Call Me service so you can receive a call to that number from the
meeting to connect you to audio.
 Audio PIN—If enabled by your site administrator, allows you
specify a call-in authentication PIN to prevent “spoofers” from using
your number to dial into a teleconference. If your site administrator
sets the authentication PIN as mandatory for all accounts using
call-in authentication on your site, you must specify a PIN number
or caller authentication will be disabled for your account. This
option is available only if you have selected the Call-in
authentication option for at least one of the phone numbers in
your profile. The PIN can also be used to provide a secondary level
of authentication for calls where the host is using the phone and
may need to invite additional attendees.
Under "Personal Conferencing," select Generate account to set up to
three Personal Conferencing accounts. When scheduling a Personal
Conference meeting, you can select a Personal Conference number
account to use for your the audio portion of the Personal Conference
meeting. You can also use your Personal Conference number account
to start an instant audio conference from any phone, without
scheduling it first.

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Your Personal Conference number account also specifies the access

code that you want to use to start the audio portion of the Personal
Conference meeting, and the access codes that you want attendees to
use to join the audio portion of the Personal Conference meeting.
You can delete a personal audio conferencing account at any time.
 My Personal Room—Specify a unique name for your Personal Room.
You can also copy the URL to share with others. Depending on your
site settings, you can also specify a different URL for your Personal
Room.
 Scheduling Templates—Manage scheduling templates that are
available for you to schedule meetings quickly.
 Scheduling Options—Set options for deleting completed meetings,
the default meeting type, the Quick Start page, and scheduling
permission.
 Support Center—Set the order of tabs that appear on the Support
dashboard.
4 Select Save to save your changes.

Generating Reports
You can generate usage reports that provide information about each online
meeting that you have hosted on your site.
You can export or download the data to a comma-separated values (CSV) file
which you can then open in a spreadsheet program such as Microsoft Excel.
You can also print reports in a printer-friendly format.

To generate a report:
1 Go to My WebEx > My Reports.
2 Select the type of report you want to generate.
3 Specify your search criteria, such as a date range for which you want to
view report data.
4 Select Display Report.
5 To change the order in which report data is sorted, select the column
headings.

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The report data is sorted by the column that has an arrow next to the
column heading. To reverse the sort order, click the column heading. To
sort using another column, click that column's heading.
6 Do one of the following, as appropriate:
 If you are viewing a general meeting usage report and want to display
the report in a format that is suitable for printing, select Printer-
Friendly Format.
7 If you are viewing the usage report for a meeting and want to view the
content in the report, select the link for the meeting name.
8 To export the report data in comma-separated values (CSV) format, click
Export Report or Export.
9 If available, click links on the report to display more details.

About reports
If your user account includes the reports option, you can view the following
reports:

Note:
 For some reports, if you click on the report link within 15 minutes after the
meeting ends, you will see a preliminary version of that report. The preliminary
report provides quick access to data before the final, more accurate data is
available. The preliminary report contains only a subset of the information that
is available in the final report.
 When the final, more accurate data is available, which is usually 24 hours after
the meeting ends, the preliminary report is replaced by the final report.
 You can download both preliminary reports and final reports as comma-
separated values (CSV) files.

General Meeting Usage reports

These reports contains information about each online session that you host.
You can view the following reports:
 Summary Usage report: Contains summary information about each
meeting including topic, date, start and end time, duration, number of
attendees you invited, number of invited attendees who attended, and type
of voice conference you used.

Note: Initially, this report appears as a Preliminary Usage Summary Report, but

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Chapter 16: Manage Information in My WebEx

after the final, more accurate usage data is available, it is replaced by the Final
Usage Summary Report.

 Summary Usage report CSV (comma-separated values) file: Contains

additional details about each meeting, including the minutes that all
participants were connected to the meeting and tracking codes.
 Session Detail report: Contains detailed information about each
participant in a meeting, including the time the participant joined and left
the meeting, the attentiveness during the meeting, and any information
that the attendee provided.

Note: Initially, this report appears as a Preliminary Session Detail Report, but after
the final, more accurate session detail data is available, it is replaced by the Final
Session Detail Report.

Access Anywhere usage report

This report shows information about the computers that you access remotely,
including the date and start and end times for each session.

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Index

. B
.atp files • 107, 108 browsers, Web
Cisco Unified MeetingPlace sharing • 94

MeetingPlace Personal Conference • 53, 55

during training session • 109
event templates

in meeting transcript • 4 C
in meeting transcripts • 4 changing type of, editing, rearranging, deleting
poll question • 104
to participants • 4 choosing
for downloading during training session • 109 note taker • 111
.ucf files closing
opening • 92 panels • 6
saving documents • 92 color in shared application, ensuring good
saving presentations • 92 imaging • 95
saving whiteboards • 92 contact group
creating in address book • 131
contact information
creating contact group • 131

A importing to address book from file • 128

content viewer
resizing • 7
Access Anywhere creating
using • 123 poll questionnaires • 103
Access Anywhere Usage report
description • 135
account, user
obtaining • 118
adding
pages to shared documents • 91
D
slides to shared presentations • 91 deleting
address book questionnaires • 104
creating contact group • 131 shortcuts for One-Click Meeting • 78
importing contacts from file • 128 displaying timer
application, shared during polling • 105
ensuring good imaging of color • 95 distribution list
audio files creating in address book • 131
sharing a Web content • 93

137
documents, shared
adding blank pages • 91
G
advancing pages automatically • 90 generating reports • 135
printing pages • 93
saving to file • 92
downloading
published files during a meeting • 110
published files during a training session • 110
published files during an event • 110
H
shortcuts, for One-Click Meeting • 76 high-resolution color in shared application
shortcuts, WebEx One-Click panel • 76 ensuring good imagi • 95

E I
exchanging files importing
during a meeting • 110 contacts to address book from file • 128
during a training session • 110 installing
during an event • 110 WebEx One-Click • 76
during event • 109
during training session • 109

J
F joining meetings
from host's personal page • 12
files from meeting calendar • 11
.atp • 107, 108
.ucf (Universal Communications Format) for
multimedia • 92
during a meeting • 110
during a training session • 110
during an event • 110
L
exchanging during a meeting • 110
logging in to and out from site • 119
exchanging during a training session • 110
exchanging during an event • 110
exchanging during event • 109
exchanging during training session • 109
for poll questionnaire • 107
for poll questionnaires • 108
stop publishing during event • 109
M
stop publishing during training session • 109 meeting calendar
Flash files obtaining information • 14
sharing as Web content • 93 overview • 17
full-screen view • 6 registering for meetings • 12
and panels • 6 removal of meetings • 17

138
meeting minutes saved whiteboard • 92
saving to file • 114
taking during meeting • 113
meetings
obtaining information • 13
registering • 13
scheduling for host • 26
P
meetings, joining pages, of shared documents
from host's personal page • 12 adding new • 91
from meeting calendar • 11 printing • 93
multimedia panels • 6
sharing as Web content • 93 closing • 6
My Computers in full-screen view • 6
using • 123 resizing • 7
My Contacts password
creating contact group • 131 requiring for meeting • 47
importing contacts from file • 128 PCNow
see Access Anywhere • 123
Personal Conference meetings
adding to calendar • 55

N setting up • 53
starting • 54
personal notes
note taker saving to file • 114
choosing • 111 taking during meeting • 113
notes personal pages
meeting minutes • 113 joining meetings from • 12
saving to file • 114 obtaining information about meetings • 14
taking personal • 113 registering for meetings • 13
poll questionnaires
creating • 103
deleting • 104

O opening • 106
saving • 107
poll questions or answers
One-Click Meeting changing type of, editing, rearrangi • 104
removing shortcuts • 78 poll results
setting up • 75 sharing with participants • 106
setting up on service Web site • 75 presentations, shared
One-Click panel adding blank slides • 91
removing from computer • 78 printing slides • 93
One-Click shortcuts saving to file • 92
removing from computer • 78 printing
opening pages in shared documents • 93
file for • 108 shared whiteboards • 93
poll questionnaire file • 108 slides in shared presentations • 93
poll questionnaires • 106 private notes
saved document • 92 saving to file • 114
saved presentation • 92 taking during meeting • 113

139
public notes (meeting minutes) Session Detail report
saving to file • 114 description • 135
taking during meeting • 113 setting up
publishing for Access Anywhere • 123
files during event • 109 for remote access • 123
files during training session • 109 One-Click Meeting • 75
Personal Conference meetings • 53
setting up One-Click Meeting
on service Web site • 75

R sharing
Flash files, as Web content • 93
poll results with participants • 106
registering from streaming audio, as Web content • 93
host's personal page • 13 streaming video, as Web content • 93
meeting calendar • 12 Web browsers • 94
remote computer sharing shortcuts
starting • 98 for One-Click Meeting, downloading • 76
stopping • 100 shortcuts, for One-Click Meeting
remote computer, shared removing • 78
selecting additional applications • 99 shortcuts, WebEx One-Click panel
showing to attendees • 98 downloading • 76
removing slides, in shared presentations
shortcuts for One-Click Meeting • 78 adding • 91
WebEx One-Click from computer • 78 printing • 93
reports software, shared
generating, overview • 135 ensuring good imaging of color • 95
types of • 135 sorting
resizing meeting calendar • 18, 19, 20
content viewer • 7 starting
panels • 7 Personal Conference meetings • 54
remote computer sharing • 98
stopping
remote computer sharing • 100

S streaming audio
sharing as Web content • 93
streaming video
saving sharing as Web content • 93
documents, shared • 92 Summary Usage report
notes to file • 114 description • 135
poll questionnaires • 107 Summary Usage report CSV file
presentations, shared • 92 description • 135
shared documents • 92
shared presentations • 92
shared whiteboards • 92
whiteboards, shared • 92
scheduling meetings
enhancing security • 47
T
for someone else • 26 taking notes
requiring password • 47 as single note taker • 113

140
 meeting minutes • 113
personal • 113

W
WebEx One-Clickinstalling • 76

141