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Your DA WebEx Team Presents:
WebEx Host Certification Training: version 18
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Welcome Thanks for taking the time to help all of us communicate more effectively The goal of this course is to give you the tools you need to schedule, host and manage a DA WebEx meeting Note: The screenshots shown here may be different than what is seen during an actual meeting. Changes in versions and platforms (e.g. PC vs Mac) may account for such differences. If you encounter such, please take a screenshot and send it to us so we can update this document)
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Certification Reference Links
All DA WebEx Calendar, Scheduling, and Training resources are found in the DA Wiki: Please check the wiki first for help with WebEx issues The DA WebEx support team is available to support with scheduling and training on WebEx. Contact us at: Please keep in mind that we are all volunteers with other life commitments, so we ask that you plan accordingly.
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Quick start / Overview Things to keep in mind during the training session There is ONE DA WebEx management account We can have ONE meeting running at a time Meetings must be scheduled on-line via the DA WebEx process Once scheduled, the Host (you) will receive 2 s One contains the Host key The other is to invite Participants Everyone (Hosts/Participants) first logs on as a Participant (you cannot log on as a Host…it won’t work) Use Computer Audio Calling on a phone costs the DA a per minute charge Use Sandbox (Test) Sessions to ensure that audio, video and internet connections are operational prior to your meeting The Host must “End” the meeting or you may disrupt the next one
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This Certification Training Presentation
This document serves 2 main functions: It is a place to go for a “refresher” on the topics covered It is a world class cure for almost all known forms of insomnia as well as 2nd day hangovers This is a “living” work in progress. It grows based on feedback from you…
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Introductions… Please tell us a little bit about you!
What experience(s) have you had with WebEx or other conference apps? What do you hope to gain from this class? Is anyone interested in a bridge, especially one in Brooklyn? I have one available, today only, great price!
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Training Overview Certification Training will enable you to be a WebEx Host The main “Take Aways” for today are: What are the roles associated with a DA WebEx meeting? How to schedule a DA WebEx meeting How to log into a meeting and reclaim the Host Role The Meeting Center Screen Layout How to Connect to Computer Audio How to Share Materials How to Record a Meeting How to Mute Participants How to Expel Participants How to Manage question queues How to End a Meeting Minimum system requirements What to do if something goes wrong And more… How do you learn all this neat stuff? Attend a training session just like this one!!
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This is YOUR Course Let’s all help make this better and more meaningful Everyone brings a unique perspective to a training Please ask questions!!! Feel free to ask for more clarification It’s likely that if something is unclear to you it will be to someone else too… After this session, a copy of this PDF will be sent to anyone who has attended Comments welcome (and encouraged)
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DA WebEx Management Account
It’s important to note that there is only One DA WebEx management account This means that only one meeting can occur at a time In order to avoid scheduling conflicts and overlaps we require: At least ½ hour gaps before and after each meeting. It’s up to the Host (you) to schedule accordingly Please (please, please) be mindful that there may be a meeting following yours You, as the Host, are responsible for Ending a Meeting End your meeting on time Note: DA WebEx meetings “auto start” and are available for login: 15 minutes prior to the scheduled start time
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DA WebEx Meeting Capacity
Is there a limit to the number of people I can have in my meeting? Our DA WebEx license is limited to 200 total call-in participants in a single meeting – including Host and Presenter Note: Additional planning and setup is required if you are using WebEx in combination with an in-person meeting. The DA WebEx team has experience and can help guide you through the planning and setup. Please contact us at so we can help you plan
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Types of DA WebEx Meetings
In DA we have various types of meetings Where are your participants, how are they connecting? All Remote Participation – Individuals with own PC, webcam, and headset This the most common type of DA WebEx meeting Everyone joins the meeting from their own personal computer or mobile device Combined In-Person Meeting with Remote participation A physical in-person meeting with additional access provided by WebEx (or any other audio/video conferencing service) to remote participants If remote participants are to hear and see in-room activity with microphones and webcams, then Audio/Visual technical setup and planning is essential Remote Broadcast Event A small group of presenters/discussants broadcast an event to a large number of remote attendees, with minimal interaction with remote participants Audio/Visual technical setup and planning required The DA WebEx team is available to help you plan and execute an effective meeting.
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DA WebEx In-Room A/V/PC Setup
Example Setup: Audio/Visual /Web Cam & PC setup Each setting provides it’s own challenges Schedule a meeting with the DA WebEx team to plan for a successful meeting
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DA WebEx Volunteer Team
The current DA WebEx Volunteer Team consists of: DA WebEx Global Manager: Merrill Oates, Hungry DA WebEx Americas Coordinator : Peggy Hamilton, Canada DA WebEx EMEA/AP Coordinator & Support: Byron Cann, Swiss Your DA WebEx team can be reached by sending an to (the entire team is cc’d on this address) Things to Note: The responses to your requests may come from a different person or address. Check for “DA WebEx Host” in the Subject/Body of your s. Also, please check in your spam folder if you can’t find the s for your meeting ALL REQUESTS require a minimum of a 5 BUSINESS day response time We will try to respond to “emergencies”, however, you know the saying: “Failure to plan on your part, does not constitute an emergency on our part”
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Bookmark URLs Please bookmark these URLs DA WiKi help pages:
DA WebEx Meeting Calendar: DA WebEx scheduling form: Time zone calculators: WebEx test meeting: This presentation (or a version of it)
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WebEx Meeting Roles Host Presenter Participant Speaker Admins
Runs the meeting and is the moderator Note: the Host does not start the meeting, meetings start automatically 15 mins prior to the scheduled start time One of the main “support” issues is when people try to logon as Host Remember this simple rule: NO ONE LOGS ON AS HOST…(really!) Assigns the Presenter Role Ends the meeting (this is important) Can Mute/Expel anyone Responsible for engaging and managing the Recorder Can “Lock” a meeting (no further attendees may join) Presenter Shares & Manages files/materials that everyone can see Has the “Ball” & can pass the “Ball” to others. Whomever has the ball controls what materials are being shared/viewed Host & Presenter are 2 separate roles. They can be the same or different people Participant Listens and participates Can be muted by Host Can become a Presenter if passed the “Ball” Speaker Anyone with a mic who’s not muted (not necessarily the Presenter) Admins Your DA WebEx coordinators
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How to tell who’s the Host/Presenter
From the Participant’s List, look for (Host) in parenthesis If you are the Host, it’ll look like this (Host, me) The Presenter will have the “Ball” (may look slightly different depending on your PC) The Ball can be passed/dragged to any participant The Presenter manages what materials are viewed Note: They might not be the speaker… The Ball
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Question Time! What’s the difference between a Host, a Presenter and a Speaker? When does a user log on as a Host? Who controls what materials are shared/seen?
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How to schedule a meeting
Once you’ve successfully completed this course you’ll be able to schedule a DA WebEx meeting. You’ll need the Meeting Calendar and Scheduling Form Using the DA Wiki: or Direct links to these pages are included in the Bookmark URLs in this presentation
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Check the DA WebEx Calendar FIRST
All dates/times are US Eastern Time: Ensure no overlaps: a minimum of 30 minutes before & after each meeting The DA WebEx Calendar is located at:
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How to schedule a meeting (cont’d)
After you’ve checked the Calendar: The Host fills in a DA WebEx meeting request form. The form is then sent to the DA Volunteer team who, within 5 business days, will respond Note: the URL for the scheduling form and calendar may change (at times). Please go to the DA wiki for the latest location Note: A common problem is when Hosts try to schedule in their local time zone instead of US Eastern Time. DA WebEx schedules use ONLY US Eastern Time Note: Daylight Savings time changes can be tricky. Please use one of the “world time” sites found in the bookmark section of this document
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How to schedule a meeting (cont’d)
Once a meeting is scheduled, the “Host” (you) will receive 2 s Host contains the Host Key and other information about the meeting Participant contains the meeting link and date/times for the attendants The Host forwards the Participant to the people they want to attend There is no WebEx “preregistration” for a meeting There is no WebEx “list” of participants All participants are invited by the Host
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How to schedule a meeting (cont’d)
Time Zone Calculations and Confusion… (You may not believe how much tension and extra work this can cause…) It’s up to you, as the Host, to ensure that dates/times/length of meetings are correct The ONLY date/time that matters to WebEx is USA Eastern Time! As a courtesy we have a text field for Local times This is solely up to the Host…it is not verified by WebEx or the scheduling volunteers. Pay attention to Daylight Savings time changes This can cause a lot of extra work Please use one of the world time scheduling sites mentioned earlier
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The Date/Time in the Emails
The Title of the s you receive is a concatenation of what the host has requested via the DA WebEx Meeting Schedule Form. It’s just text!!!! The “Real” date/time (at least as far as WebEx is concerned) is in the next (smaller) line highlighted in the red box below Please check this “Real” date/time when you receive your s as we’re all only human Note: you can always check on the DA WebEx Calendar
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Before Starting Your Meeting
Check that there is no ambient or distracting sound Use an audio headset where possible Close all unused programs/applications on your PC (including extra tabs in any browser) Manage your Internet Bandwidth If you suspect you have bandwidth limitations Disconnect all other devices from the internet (e.g. other laptops, phones, tablets, game consoles, TVs, media players, etc…) Test your speed at Pre-test all shared materials Confirm in advance that your presentation materials are ready to share via WebEx.
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How to Join/Log into a meeting
Host and Participants use the same logon process Host will then “reclaim the host role” using the “Host Key” from the “Host” Use the link provided in the s or look up your meeting on the WebEx calendar If the link doesn’t work, go to the DA WebEx calendar The meeting will auto-start 15 minutes prior to the scheduled start time allowing you to join as a participant All users log on as a “Participant” If you’ve used WebEx before, this might be different for you Do not try to Start the meeting as a WebEx Host, it won’t work If asked for a meeting password, it’s located in the Participant or Host Note: If you use the link in an invitation, you wont need the password
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Joining a meeting Use the link provided in the emails for auto-login
If asked for a password, you can find it in the
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Samples: Host Host has the Host Key
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Email Samples Participant’s email. Forward this to your team
Link to join
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Reclaim the Host Role Use the Host email with the Host Key 2 1 3 4
667111 5
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What if Someone Can’t Logon?
Infrequently a person may be unable to gain access to a meeting. There are a few common causes: Invalid URL: Some programs truncate or “split” long URLs into sections Here’s an example of a URL that has been split across 2 lines What’s the fix? Just put both pieces back (in the right order) in your word processor or text editor and then copy/paste it into your browser - Remember, no spaces!!! =m52a7675b027cb6678a8d2b7fc809ed53 Another common issue is trying to use the wrong URL In some cases, s can get mixed up Look up your meeting in the DA WebEx Calendar Or, check that you’re using the correct If someone still can’t get in please record the meeting and offer to send them the recording Try to pre-test with new users
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Question Time What’s the first step when you schedule a DA WebEx meeting? What are the 2 s a Host receives and what are they for? How does a user become a Host? Sally has booked a slot for 10:00AM EDT for 2 hours. Fred is trying book a slot for 12:00PM EDT for the same day. What’s wrong with his request? Miguel has entered 2PM CEST (Central European Summer Time) for the start of his meeting. What’s wrong?
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Answers… What’s the first step when you schedule a DA WebEx meeting?
Check the DA WebEx Calendar to see if the date/time are available What are the 2 s a Host receives and what are they for? Participant is used to invite your attendees Host is used to reclaim the host role How does a user become a Host? The Host, using the Host , reclaims the Host Role with the Host Key Sally has booked a slot for 10:00AM EDT for 2 hours. Fred is trying book a slot for 12:00PM EDT for the same day. What’s wrong with his request? Sally’s meeting ends at 12:00PM. Fred needs to allow for a ½ gap before and after his meeting Miguel has entered 2PM CEST (Central European Summer Time) for the start of his meeting. What’s wrong? All meetings (100%) MUST be booked in USA Eastern Time (EST or EDT depending on the date)
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Once You’re in the Meeting Space
The Meeting Center Screen has various sections The Tab Bar The Menu Bar Restore Layout Button Panels Active Panel Area Participants Video Chat The Workspace Area Quick Start Icons Call using Computer Share File Invite and remind (only when on the Quick Start Tab) Depending on the meeting’s status these icons may change function Note: This layout may be slightly different on different computers (e.g. Mac, Windows, etc…)
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Asking Questions How to instruct Participants to ask a question
Use Chat to Everyone type “**Hand Up” In this way, everyone sees who has asked a question. Don’t use the “hand up” flag as this is only visible to the Host Why we don’t use the “Hand Up” Icon The “Hand Up” icon is only visible to the Host and Presenter The “** Hand Up” chat when sent to “Everyone” is visible to all and establishes a “queue”
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Meeting Center Screen This is the default screen layout
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Restore Layout Sharing screens and how to return to the meeting center
How to get the screen layout back to default Click the small down arrow point and select “Restore Layout” Meeting center Participants Chat Video
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Participants & Chat Panels
To see Participants/Chat panels, ensure they are open Participants can be viewed as a list or with video thumbnails if used Depending on your screen’s resolution, you may not be able to see both Participants and Chat panels simultaneously
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How to Mute Participants
By default, Participants can talk to each other once a meeting has auto started even if the host has not yet joined Once the meeting has started, the Host can enable the “Mute on Entry” option This means that all users that now join will be muted Note: They have the option to unmute themselves The Host also has the option to selectively mute any single Participant by clicking on their mic icon Note: There is a slight time lag in muting and unmuting a person
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Expel a Participant To remove a participant from a meeting select the name of the person from the Participant list and then select “Expel” They will instantly be removed from the meeting Please use this only in extreme cases
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Connecting to Audio From the from the Quick Start tab: click Call Using Computer to establish the audio connection Note: Using Phone In costs the DA a per minute fee, please use Computer Audio The default is to connect using your computer for audio instead of your phone NOTE: Computers can have more than one type of audio device both for speakers as well as mics (e.g., the laptop may have its own mic while a USB camera may also have one…)
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Audio Devices Many PC’s have multiple audio devices
Select correct Mic/Speakers Being connected to the wrong audio device is the number one issue users have with a WebEx Meeting This is due to the default settings of the computer, not WebEx
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Sandbox/Pretesting Best Practice
Run a test meeting (Sandbox) prior to your real meeting Have new users attend and sort out any Audio and/or File Sharing issues
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Video Conferencing You can use Video Conferencing to see and be seen during your meetings It is good practice to have the main speakers share their video to create a more personal meeting environment Be aware of your team’s bandwidth considerations ≥ 4mbps min
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Video Thumbnails and Windows
What is the default layout for Video Conferencing? What is Full Screen mode? How to show multiple users How to switch from Full Screen back to normal windows? Why can’t I see both Video Thumbnails and Chats? How to “Float” Participant and Chat panels Impact of video usage on bandwidth How to lock onto a give speaker/user (next slides)
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Video Conferencing (cont’d)
To start your video click the camera icon
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Video Conferencing (cont’d)
If you have more than one video device, select from the dropdown Then select “Start My Video”
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Video Conferencing (cont’d)
Normal view vs Full Screen
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How to “Lock” the Video There are 2 video modes
Active Speaker: The video will change to whomever is speaking Specific Participant: The video is locked onto a specific person/ camera How to Lock: while on a video window, right click on the user’s name A “Lock Focus on a Participant” dialog will open Select “Active Speaker” for the Video Focus to change as someone speaks Select “A Specific Participant” to lock to a given person
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How to “Lock” the Video (cont’d)
Once Specific Participant has been selected, a list of all active video participants will be shown. Select the “Focus” user Now the Video will be “Locked” onto that user, no matter who is speaking
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How to “Float” Panels To see Participants & Chat panels along with Video Select Video Full Screen Mode (either the double arrow or double click on the video window)
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Video & Floating Panels
While in Full Screen Mode select “You can access meeting controls here” from the very top of the screen (see green bar)
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Video & Floating Panels (cont’d)
If you place your mouse onto the green bar you will get a drop down of options. Select Participants to float the Participant Panel Select Chat to float the Chat Panel
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Video & Floating Panels (cont’d)
Here you can see the Video, Participant and Chat Panels The panels can be moved as needed (they float)
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How to select the correct Video Device
In some cases, you may have more than one video device (e.g. a laptop may have its own camera and you’d like a more movable USB WebCam) Use the Set Video Options icon (small gear)
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How to select the correct Video Device
Here you can see there are 2 camera device options. Select the one you want and press OK. Note: you can change video sources, during the meeting, as needed.
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Question Time The video keeps changing to various people. How to I lock it onto one speaker? The video is too small. How do I make it bigger? The screen is full size, but now I can’t see my chat panel. What do I do?
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Sharing Materials Sharing is controlled by the Presenter (the person who has the “Ball”) File sharing is the recommended method of presenting materials – if possible use PDF files! PDF files: .pdf Documents: MS Word (.doc/.docx/.txt) Presentations: MS PowerPoint (.ppt/.pptx) Image files: .jpg/.tif/.bmp/.gif Video files: .mp4 Whenever possible it is best to pre-test files on the PC that is to be used by the Presenter
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Sharing Materials (cont’d)
The Sharing Tab is located on the Meeting Center Menu Bar Click Share on the Meeting Center Menu A drop down menu of options appears
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File Sharing You can share these file types: .pdf, .doc, .docx, .ppt, .pptx, .mp4 and more Please test the file prior to attempting to share it during a meeting Participants view the shared file in the Meeting Center Window Procedure: Step 0: Have the “Ball” (be the presenter) Step 1: Select Share > File The Share File dialog box appears Step 2: Select the document or presentation that you want to share Browse to the file you want Step 3: Select Open The shared document or presentation appears in the Meeting Window Note: The Tab for the shared file must be selected by the Presenter Note: You can share many of the popular media file types Some of the supported Microsoft Windows media file types include .wmv, .wma, .mp3, .mpg, .mpeg, .avi, .wav, .mp4, .qt, .mov and .flv. Some of the supported Mac OS media file types include AVI, DivX, .mkv and .GVI. Some of the unsupported media file types are .rmi, .mkv, .ram, .ra and RMVB Always best to test in advance of your meeting
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Real Time Application Sharing
Real Time Application Sharing: is a method of displaying a specific program such as MS Word, PowerPoint, Excel or a Browser (IE, Safari, Chrome, FireFox). It displays to the participants, just as the Presenter sees it on their computer Pros Is dynamic. Great for Team editing in real time Allows users to see changes in the content in real-time (Word, PowerPoint, etc) Lets you grant attendees control of the application It is possible to grant mouse/keyboard control to another user. This feature is not covered in this training. For any questions, please ask the DA WebEx team Is ideal for software demonstrations Lets you and attendees annotate the application and documents Cons Requires more bandwidth than File Sharing Participants can see typing errors It forces Participant into full-screen mode, and they cannot view documents independently
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Desktop/Screen sharing
Pros Lets you quickly share multiple applications at once Lets you show any part of your desktop, including file directories Lets you grant attendees control of your desktop, access files, and run applications Lets you and attendees annotate your desktop and any applications Cons Requires the most bandwidth among sharing options Sometimes personal information can be shared inadvertently
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How to share a web page Start your browser (e.g. Chrome, Safari, Firefox) Navigate to the website you want to use Go to the Meeting Center Menu Share Tab Select “Share Application” Choose the browser you started from above Or Share WebPage and insert URL
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Question Time Why would you want to share materials?
What’s the difference between Share File and Share Application? What common files can I share? Who controls sharing during a DA WebEx meeting?
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Recording Your Meeting
DA WebEx has the ability to Record your meetings as they happen—and play them back as you need Recording is started by the Host Required: Inform all participants that the meeting is being recorded prior to recording the session IMPORTANT NOTICE: Please note that this WebEx service allows audio and other information sent during the session to be recorded, which may be discoverable in a legal matter. You should inform all meeting attendees prior to recording if you intend to record the meeting.
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What is recorded? WebEx records the full attendee-view of the meeting…so it captures: All public chats All data including annotations and notes Presenter video (requires at least one attendee present in the meeting). Converts full screen video to thumbnails WebEx Audio (VoIP & Telephony), and 3rd Party Audio (if used) It does not capture private chats to the host or Poll results not shared by the host
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To Start Recording The Host has the ability to start/pause/end recordings From the Meeting Center Screen press the Recorder button This starts the recording utility Press the round Record button to start recording Note: the red “Recording” status lower left and right (if the status doesn't say “Recording” the meeting is not being recorded
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To Pause Recording The buttons operate much as an old cassette recorder While a recording is in process select the Pause button Press Pause again to resume recording
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To Stop Recording Once the recorder is running, select the square “Stop Recording” button You will be prompted to pause or stop Recording ends when the meeting ends
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How to retrieve a recording
After your meeting has ended send an to Democrats Abroad Include Date/Time/Title of the meeting Asking for “my meeting” isn’t helpful… Note: please send only one request per meeting then share the resulting Within 5 business days, one of the DA Volunteers will forward you an with both streaming and download links Note: the download files are typically too big to The download file is in .arf format WebEx will supply a special Player
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To Delete a Recording… To Delete a recording
Host sends an to the DA WebEx volunteer team Include Date(EST/EDT)/Time/Title of the meeting Once deleted, they are non-recoverable (no exceptions)
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Recording Options The recording can be saved to the WebEx server (recommended) or to your computer If you want to share the recording use the default “Server” option In most cases, just use the “Defaults”
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Recording Specifications
Supported Platforms: Windows, Mac and Linux File Formats: Advanced Recording Format .arf Recording Conversion: Webex .arf to Windows Media .wmv and Flash .swf (Note: .mp4 is available to Admins) Recording Resolution 1024x768 Audio Recording VoIP / PC Audio Recording Player: WebEx Network Recording Player File Size: Typically 15MB to 40MB per Hour of Meeting Time; Results Vary by Meeting Content Max Recording Length: 12 hours Storage / Distribution: Stored on DA WebEx Servers
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Question Time What should you do before you start recording a meeting?
Who can start a WebEx recording of the meeting? How do I share the recording with other team members?
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How to end a meeting and why you need too
The Host must end the meeting When you close the WebEx meeting window you will be asked to leave the meeting or end the meeting You must select “End the Meeting” If the Host has to leave before the meeting is over, pass the Host role to someone else, who must then be the person to end the meeting If you leave the meeting without ending it, it will continue…possibly overlapping into the next meeting
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WebEx Minimum Requirements
Browsers: Chrome FireFox Internet Explorer Safari Note: 64bit browsers may require an app be downloaded for each meeting 32bit browsers will retain the WebEx software from the previous meeting(s)
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WebEx Minimum Requirements: cont’d
Operating Systems Windows Vista 32-bit/64-bit, Windows 7 32-bit/64-bit, Windows 8 32-bit/64-bit, Windows bit/64-bit, Windows Server bit, Windows Server 2008 R2 64-bit, Windows 10 Mac OS 10.7, 10.8, 10.9, 10.10, 10.11 Linux Ubuntu 12.x and 14.x (Gnome), Red Hat 5, 6, Open SuSE 13.1, 13.2,Fedora 19, 20 (all 32-bit) Other Active X enabled (unblocked for IE is recommended) Java 6 or later Java 6, libstdc++ 6.0, GNOME/KDE windowing system Processor Intel Core2 Duo CPU 2.XX GHz or AMD processor (2 GB of RAM recommended) Intel (512 MB of RAM or more recommended) Intel or AMD x86 Safari 5, 6, 7, 8 Windows ≤XP not supported / Mac OSX ≤10.6 not supported
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Troubleshooting Try to have all users (Hosts, Presenters, Participants) join a test meeting (or 2) before attempting to join a real one for the first time Try not to focus on one user at the expense of the rest of the meeting (where possible) Feel free to or skype the DA WebEx support team
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Audio Echoes Issue: Echoing is heard in the conference Cause:
Echoing is generally caused by a participant in the teleconference on an open mic creating an audio feedback loop A mic of one of the members of the meeting (Participant, Host, Presenter) is picking up the teleconference and rebroadcasting it Steps to resolve: Mute ALL lines in the teleconference (Participants, Speaker, Host) Unmute one active speaker If the issue does not reoccur when the active speakers are unmuted, begin unmuting attendees to determine which attendee is the cause of the audio feedback loop If you are able to isolate an individual attendee as the cause, ask the attendee to manually mute their mic, do not use an open mic (headset instead), or leave the attendee muted in the teleconference NOTE: for conferences of more than two people, using headphones can help prevent echo and/or feedback
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Headsets- A short note about headsets
Why do I need a headset if my laptop has it’s own mic and speakers? One of the challenges, when conducting meetings where people have “open” mics and speakers, is ambient noise. This can be anything from typing on the keyboard to road sounds. One of the main culprits is fan noise (even from your laptop) In most cases a reasonable headset/mic combo will mitigate the problem Note: the headset connection needs to match the port on your PC. To the right are 3 of the most common types: Top: this is a standard 4 connector, iPhone headset. I use this on my HP windows PC as I have a matching, single, audio port Middle: This is an older, dual jack, PC headset. It requires the PC have separate Speaker and Mic ports (note pink/green jacks) Bottom: This is a USB headset. You can attach this to most any PC made in the last 10 years Bluetooth (not shown) If your PC supports BT this is a great option as you are not tied ,too closely, to the computer
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PC/Platforms/Devices
Apple Mac, Mac OSX ≥ 10.7 Windows PC, Windows OS ≥ Vista (32/64 Apple iOS (iPhone, iPad) app available on the App store Android Phone/Tablet, app available on Google Play Linux PC, Ubuntu 12.x and 14.x (Gnome), Red Hat 5, 6, Open SuSE 13.1, 13.2,Fedora 19, 20 (all 32-bit) Some “Wearables” (e.g. smart watches) For more specifics refer to this page (WebEx System Requirements): Note: not all devices have full “Host” support. Always best to check in advance
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Tips & Tricks for a better meeting
Test your computer before the meeting Join a demo/training session like this one or… Join a mini WebEx test session here: This will load any WebEx software needed. If this test fails, please contact the DA WebEx team Test your audio devices. If the speakers/headset/mic work on skype, they’ll most likely work on WebEx Use a headset & mic (see next slide) I use a USB combo headset. Others have used mobile phone headsets with mic Test it before you need it Quit “ALL” other programs during your meeting Test your bandwidth ( If you have less than 4mbps try not to use video or application sharing Have Skype running as a back channel to other team members. Use text Instant Messages (not audio)
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Test/Demo Sessions Once this training is over you can (and should!) schedule (via the calendar & scheduling form) a test/demo session This allows you to have an informal meeting so you can get comfortable with managing and sharing We strongly suggest you do this with a few of your teammates
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WebEx Meeting Center User’s Guide
For a more “in depth” look at the features and functions available during a DA WebEx meeting please refer to the WebEx Meeting Center User Guide Note: This guide may not be the same as our current version
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Sandboxes… What is a “Sandbox”? Why is it useful? How get one
In the IT world, a “Sandbox” is a safe testing environment Why is it useful? A place where people can experiment, try out, make changes and “play” with software and devices without impacting the real world How get one You schedule a “Sandbox” the same way as a regular meeting. Just have Sandbox in the request form. Please ensure you’ve checked the DA WebEx meeting calendar first!
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Thanks for being a part of Democrats Abroad
Questions? Any questions? Feedback? It’s very helpful for your DA WebEx team to receive feedback after these sessions. Please take a minute to send us you thoughts on what was good and what needs improvement Thanks for being a part of Democrats Abroad
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Thanks for your time!
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The following are notes from training discussions…
Working Notes: The following are notes from training discussions…
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Small Meeting Planning and Setup
Add here
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Sharing a Whiteboard Sharing a whiteboard allows you to draw objects and type text that all participants can see in their content viewers. You can also use a pointer to emphasize text or graphics on a whiteboard. To share a whiteboard, select Share > Whiteboard. Other things you can do while sharing a whiteboard: Display it at various magnifications, in miniature (thumbnails), and in full-screen view Copy and paste images into it Reorder its position in reference to any other whiteboards Print it Synchronize participants' displays with the display in your content viewer Save it Note: You can add multiple pages to a shared whiteboard. You can also share multiple whiteboards. If you allow participants to annotate slides and pages, you and participants can draw and type on a whiteboard simultaneously. You can also allow participants to save, print, and display different views of shared whiteboards.
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Send a meeting transcript to participants
This is a WebEx feature; It’s main function is to send documents that have been saved during the meeting to participants. However, since most of the materials used in DA WebEx meetings are already in PDF or other shareable format, this feature is not often used Step 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 message. If you did not save any files during the meeting, a transcript message opens Step 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 Step 3: Review the message and make any changes that you want Step 4: Send the message Note: The transcript is sent to all participants who provided their addresses when joining the meeting, whether or not they are still attending the meeting when you send the transcript. Audio-only participants are not listed on the transcript.
For security purposes, a participant who receives a transcript message cannot see the addresses of 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 message does not include your private notes, and the option to attach your notes in a file is not available.
I f you saved notes or closed captions to a file, the transcript message and the attached notes file contain the latest version of notes that you saved.
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Mac OSX Starting with Mac OS X 10.7, Apple no longer offers Java as part of the Mac operating system. Since WebEx had previously relied on the Java browser plugin to automatically download the meeting application for first-time users, those who did not have Java installed found it difficult to join a meeting. The dependency on Java has been removed Instead, the user is asked to install a small plugin that, once installed, handles the rest of the meeting application installation and then starts the meeting Mac OS X 10.6 ended with version WBS30 and is not longer supported in WebEx Meeting Center The only workaround is to upgrade
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Windows 64bit OS In some cases WebEx will ask you to preload a “helper” app to start in a 64 bit environment
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File Sharing: Staging Large Files
In some cases you may need to share a large file from a client with a low bandwidth connection. Here are some strategies that may help: Don’t try to do this for the first time during a meeting Use a Sandbox or Private WebEx to pretest Prior to the meeting use Google Drive, DropBox, or other cloud sharing app to get the file to a faster client (possibly overnight) We’ve had great success with this method Change the “density” of the file. Saving the file as a PDF can drastically change the file size Most PDF apps have a “reduce file size” option Use multiple files instead of one big one Use a file naming convention that keeps them in order e.g. filename 001, filename 002, etc…
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