WebEx Getting Started Guide
WebEx Getting Started Guide
Set up tasks Scheduling tasks Sharing information Interacting with attendees Managing training sessions
Learn about your account, Learn about scheduling a training Review ways of sharing documents, Enrich your training session using Assign and remove privileges,
Training Manager, and other session and how to set up an Instant applications, Web browsers and your video, chat, and other tools ...... 23 mute attendees’ microphones
features........................... 2 training session .............................. 5 desktop ....................................... 13 and use other tools to control
your training session ............. 42
Highlights: Highlights: ■ Highlights: Highlights: Highlights:
■ Your user account ...... 2 ■ Types of training sessions ........ 5 ■ Sharing options ...................... 14 ■ Sending chat .......................32 ■ Assigning privileges ......... 43
■ Logging in .................. 2 ■ Scheduling a training session .... 6 ■ Sharing documents ................ 15 ■ Using Q & A .........................32 ■ Muting and unmuting
■ Training Manager....... 3 ■ Adding tests ............................ 10 ■ Sharing software (applications, ■ Hands-on Lab......................34 microphones ............. ...... 44
■ Finding your session .. 4 ■ Scoring tests ........................... 12 browsers, desktops) ............... 19 ■ Breakout sessions ...............36 ■ Inviting attendees during a
■ Transferring files .................... 22 training session ................ 45
■ Joining a training session ■ Starting an instant training session ■ Teleconferencing.................36
4 13 ■ Recording a training session .. 22 ■ Transfer host role ............. 45
■ Using video ..........................41
■ Removing participants...... 45
■ Polling participants ..............42
■ Ending a training session . 46
■ Participant roles.................. 42
■ Viewing usage reports...... 46
Tools you can use: Tools you can use: ■ Tools you can use: Tools you can use: Tools you can use:
■ Session Calendar.....4 ■ Test Library ............................. 11 ■ Annotation tools ..................... 16 ■ Panel resizing ..................... 23 ■ Icons on the Participants
■ View tools............................... 17 ■ Right-click menu.................. 31 panel ................................ 30
■ UCF for multimedia ................ 18 ■ Video ................................... 41 ■ Usage reports................... 46
Set up tasks
Logging in and out
■ Obtaining a user account................................................................... 2
■ Logging in and out ............................................................................. 2 You must log in to your Training Center Web site to schedule and start your
■ If you forget your password ............................................................... 2 training sessions and access your account features. Your site administrator
■ Setting up Training Manager for Windows ......................................... 3 provides you with your user name and default password for your account.
■ System requirements ........................................................................ 3
■ Browsing the Session calendar ......................................................... 4
N o t e You do not need to log in to your site to attend a training
■ Joining a training session .................................................................. 4 session, unless the training session host specifies that all attendees
must have a user account.
■ The site administrator for your Training Center Web site can create a user 2 On the navigation bar, click Log In.
account for you.
3 Provide your user name and password.
■ If your site administrator has made the signup feature available, you can
4 Optional. To automatically log in to Training Center whenever you access
sign up for an account on your Training Center Web site at any time.
it, click the Save my user information for automatic login check box.
To obtain a user account using the signup feature: 5 Click Log In.
Setting up Training Manager for Windows ■ Have a Windows NT or 2000 administrator set up your computer for you.
The following figure shows the Upcoming view of the Live Sessions page.
You can also join a training session directly from your Training Center Web To join a training session from an invitation email message:
site or from the host’s Personal Meeting Room page. The steps for joining a
training session from your site differ, depending on whether the training 1 Click the link in the message to join the training session.
session is listed or unlisted—that is, whether or not the training session 2 On the Session Information page that appears, click Join Now.
appears on the public training session calendar and the host’s Personal
Meeting Room page.
Once you join a training session, instructions for joining the voice conference
automatically appear on your screen. This illustration shows sample
instructions for a call-in teleconference:
Scheduling tasks
■ Types of training sessions ................................................................. 5
■ Scheduling the training session ......................................................... 6
■ Adding a test to the training session................................................. 10
■ Scoring and grading tests ................................................................ 12
■ Starting an Instant Session .............................................................. 13
■ Specify whether the training session is listed on the training session To provide audio during a training session, you can use one of the following
calendar. To enhance training session security, you can opt not to list the voice conferencing services:
training session on the training session calendar. Choosing Unlisted will:
■ Integrated call-in teleconference—If your training session service
Hide information about the training session, such as its host, topic, and provides toll-free call-in teleconferencing, both a toll-free number and a
starting time toll number are available. The toll number allows participants who cannot
call the toll-free number—such as participants in countries other than the
Help prevent unauthorized access to the training session
U.S. or Canada—to join the teleconference.
■ Select tracking codes, if your administrator has set them up.
■ Integrated call-back teleconference—A teleconference that a participant
Tracking codes may identify your department, project, or other can join by providing his or her phone number when joining a training
information that your organization wants to associate with your training session.
sessions. Tracking codes can be optional or required, depending on how
■ Third-party or internal teleconference—You can use any third-party
your site administrator set them up.
teleconferencing service or internal teleconferencing system, and provide
5 Scroll to Teleconference and make your selections. instructions for joining a teleconference when setting up a training
session. Your instructions automatically appear in a message box when a
participant joins the training session.
■ Integrated VoIP conference—A voice conference in which participants
use computers with audio capability to communicate over the Internet
rather than the telephone system.
6 Scroll to Date and Time and make your selections.
■ Select the number of minutes before the training session’s starting time
Note You start your Integrated VoIP conference after you start during which attendees can join the training session.
your training session.
■ Set an occurrence pattern for the training session.
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■ Set the time zone in which the training session time will appear on the What you can do here
calendar.
■ Specify whether attendees must register to attend a training session.
■ Set the duration for the training session.
■ If attendees must register, select which information attendees must
7 Scroll to In-session Hands-On Lab and make your selections. provide on the registration form.
■ Approve registration requests automatically.
9 Scroll to Invite Attendees and enter information for the attendees you
wish to invite.
11 Scroll to Session Options and make your selections. 12 Scroll to Email options and make your selections.
Save, print, or annotate any shared documents, presentations, or 13 Scroll to Session Information and make your selections.
whiteboards that appear in their content viewers.
View the list of training session participants.
Navigate independently through pages. slides, and whiteboard
displayed in their content viewer
■ Select which options, such as chat, video, and recording, are available
during the training session.
■ Require attendees to have an account on your Training Center Web site.
■ Specify a URL destination that appears after the training session ends.
■ Select whether the Quick Start page will appear upon joining a training
session or a breakout session.
Adding a Test
14 Scroll to Course Material to add files for your training session.
To test attendees, you must add tests to the training session that they will be
attending.
Before you can add tests, do the following to turn on the Testing feature:
■ Schedule, but do not start, a session.
What you can do here To require attendee registration, select Attendee Registration when
scheduling or updating the session.
■ Upload a file to My Folders on your Training Center Web site.
■ Publish course material for participants to download prior to the training To add a test to a scheduled training session:
session.
1 Do one of the following:
15 Scroll to Tests.
■ From the Session Scheduled page, click Add a test.
■ From the Session Information page for the session, click Add New Test.
2 On the Add Test page, select one of the following and click Next:
3 Click the Insert Question link to add a question or instructions to the test.
7 In the Scoring Panel area for each question, specify a score for the correct
answer and optionally type scoring guidelines or comments for the person
5 To return to the Session Information page, click Done.
who will score the test.
Follow the same instructions to add multiple tests to a session.
8 To rearrange questions, click the Move Up or Move Down links. To edit a
question, click Edit.
To create a test:
9 Click Save.
1 Do one of the following:
■ On the Test Library page, click Create New Test. To add a test from the Test Library:
■ On the Session Information page, click Add New Test. Select Create a 1 Do one of the following:
new test, and click Next.
■ From the Session Scheduled page, click Add a test.
The Create Test page appears.
■ On the Session Information page, click Add New Test.
2 Specify the following:
2 Select Copy an existing test from the Test Library, and click Next.
■ Test title and description
The Select from Test Library page appears.
■ Maximum score — Select the check box and type the score in the text
box to specify the maximum score an attendee can receive. 3 Select a test and click Next.
■ Grade — Select the check box to assign a grade based on the attendee’s The Edit Test page appears.
scores. Click the Specify Grades link to specify a grading scale.
4 Make any changes if necessary and click Save.
■ Display question — Select one of the following:
5 Specify test delivery options and click Save.
All questions in one page
The Manage Test page appears.
One question per page
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6 Make any changes if necessary and click Done. The Submitted Tests page appears. This page lists attendees who have
submitted their tests and attendees who have received their scores and
The Session Information page appears, with the title of your test included grades, if assigned. You can also view the questions and grading scale, if
in the Title section. specified.
2 Select the title of the test, and then click Launch for All.
The test results are updated on the View Test Results page. If you have
specified to send grade reports to attendees, the attendee receives the
update via email. Sharing—the core of your
training session
Starting an Instant Session
■ Sharing options ............................................................................... 14
You can start a training session at any time, without the need to schedule it ■ Sharing documents and presentations ............................................ 15
first. When starting an instant training session, you can also set up an ■ Accessing tools for sharing .............................................................. 15
integrated voice conference. Once you start the training session, you can send ■ Annotation tools............................................................................... 16
invitation email messages to attendees, if necessary. ■ View tools ........................................................................................ 17
■ Sharing whiteboards........................................................................ 17
To start an Instant Session: ■ Sharing multimedia in a WebEx training session.............................. 18
1 Log in to your Training Center Web site. ■ Granting sharing privileges .............................................................. 18
■ Sharing software ............................................................................. 19
2 On the Training Center navigation bar, expand Host a Session, and then ■ Sharing your desktop....................................................................... 20
click Instant Session.
■ Sharing a remote computer ............................................................. 20
3 Specify information about the training session. ■ Tips for sharing software.................................................................. 20
■ Transferring files during a training session....................................... 22
4 Click Start Session.
■ Recording a training session............................................................ 22
5 Optional. Send invitations to your training session in one of the following
ways:
Sharing options
Training Center provides you with a variety of options for sharing
information in a training session. The following table describes the
advantages and disadvantages among these options.
Presentation and document ■ Is faster and more bandwidth efficient than application or desktop sharing. ■ Does not let you edit the content during the training session.
sharing ■ Is ideal for sharing presentations or documents that you do not want to edit
during the training session.
■ Lets you and participants annotate content.
Application sharing ■ Lets you edit the content of any presentation or document open in the ■ Requires more bandwidth than presentation or document
application. sharing.
■ Lets you grant attendees control of the application.
■ Is ideal for software demonstrations.
■ Lets you and attendees annotate the application and documents that are open
in it.
Desktop sharing ■ Lets you quickly share multiple applications at once. ■ Requires the most bandwidth among sharing options.
■ Lets you show any part of your desktop, including file directories. ■ Lets an attendee with remote control access any part of your
■ Lets you grant attendees control of your desktop, access files, and run computer and modify any files, which may be a security
applications. concern.
■ Lets you and attendees annotate your desktop and any applications.
Web browser sharing ■ Lets you guide attendees to various Web pages and sites on the Web. ■ Does not display media effects or transmit sounds on Web
■ Lets you grant attendees control of your Web browser. pages.
■ Lets you and attendees annotate Web pages. ■ Does not let attendees interact with Web pages
independently.
Web content sharing ■ Displays media effects and transmits sounds on Web pages. ■ Does not let you guide participants to other Web pages.
■ Lets attendees interact with Web pages independently.
Getting Started with WebEx Training Center 15 of 52
■ Save it to a file
■ Print it
At any time during a training session, you can grant attendees privileges that
allow them to annotate, save, print, and display different views of shared
presentations or documents. Accessing tools for sharing
As you start sharing documents and applications during your training
To share a document or presentation: session, tools are available at your fingertips.
1 On the Share menu, choose Presentation or Document. In this example, the host has opened a presentation to share with training
session participants.
The Share Presentation or Document dialog box appears.
Notice the changes in the window. You now have access to:
2 Select the document or presentation that you want to share.
■ Annotation tools for highlighting and referring to elements in the
3 Click Open. presentation or application you are sharing
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■ View tools for displaying document and presentations in different ways, Annotation tools
such as showing thumbnails of the pages
Text tool Rectangle tool Annotation Color tool
■ Previous and Next buttons, for moving around in a document
Tool Description
Text tool Rectangle tool Annotation Color tool Pointer Lets you point out text and graphics on shared content. The
pointer displays an arrow with your name and annotation
Eraser tool color. To display the laser pointer, which lets you point out
text and graphics on shared content using a red “laser
Pointer tool Line tool Highlighter tool beam,” click the downward-pointing arrow. Clicking this
button again and then clicking the Close button turns off the
Previous page Next page pointer tool.
Text Lets you type text on shared content. Attendees can view
the text you have entered after you type it and click your
mouse in the content viewer, outside the text box.
To change the font, on the Edit menu, choose Font.
Clicking this button again and then clicking the Close button
Standard Full-Screen turns off the text tool.
View View Zoom In
Line Lets you draw lines and arrows on shared content. For more
options, click the downward-pointing arrow. Clicking this
button again and then clicking the Close button turns off the
View Synchronize Displays LIne tool.
Thumbnails for All
Rectangle Lets you draw shapes, such as rectangles and ellipses on
shared content. For more options, click the downward-
pointing arrow. Clicking this button again and then clicking
the Close button turns off the Rectangle tool.
Highlighter Lets you highlight text and other elements in shared
content. For more options, click the downward-pointing
arrow. Clicking this button again and then clicking the Close
button turns off the Highlighter tool.
Getting Started with WebEx Training Center 17 of 52
Annotation Displays the Annotation Color palette. Select a color to Zoom In/ Lets you display shared content at various
Color annotate shared content. The Annotation Color palette magnifications. Click this button, and then click the page,
Zoom Out
closes. slide, or whiteboard to change its magnification. For more
magnification options, click the downward-pointing arrow.
Eraser Erases text and annotations or clears pointers on shared
content. To erase a single annotation, click it in the viewer. Synchronize For presenters, synchronizes all participants' displays
For more options, click the downward-pointing arrow. Displays for All with your display. Helps to ensure that all participants are
Clicking this button again and clicking the Close button viewing the same page or slide, at the same
turns off the eraser tool. magnification, as in your display.
View tools
Click Standard View to return to normal viewing of the If you grant annotation privileges to attendees, you and attendees can draw and type
shared content. on a whiteboard simultaneously. You can also allow attendees to save, print, and
Full-Screen View Displays shared content in a full-screen view. Helps you display different views of shared whiteboards.
to ensure that participants can view all activity on your
screen. Also helps to prevent participants from viewing or To share a whiteboard:
using other applications on their screens during a
presentation. On the Share menu, choose Whiteboard.
Click ESC to return to the content viewer.
When sharing a whiteboard:
■ You can add multiple pages to a shared whiteboard. For details, consult the users’
guide or online Help.
18 of 52 Getting Started with WebEx Training Center
■ You can share multiple whiteboards. For each whiteboard that you share, Granting document, presentation, and whiteboard
Training Manager creates a new Whiteboard tab in the content viewer. sharing privileges
By default, only the presenter can share a document, presentation, or
Sharing multimedia in a WebEx training session whiteboard during a training session. However, you can allow all attendees or
During a training session, you can share the following types of media files in individual attendees to share their own presentations or documents or
the content viewer: interact with pages, slides, and whiteboards that others share. You can also
remove these sharing privileges from attendees at any time.
■ WebEx Recording Format (WRF) files
■ video files To specify attendee privileges for shared content in the content
viewer:
■ audio files
1 In the Session window, on the Participant menu, choose Assign
■ Flash movie and interactive Flash files
Privileges.
■ Web pages
The Assign Privileges dialog box appears.
You can share media files in either of two ways:
2 To grant privileges to or remove them from all attendees at once, select All
■ In a Microsoft PowerPoint presentation—You can share media files that attendee privileges.
play on Microsoft PowerPoint slides. Using the WebEx Universal
Communications Toolkit, a plug-in for Microsoft PowerPoint, you can 3 Under Document, select or clear the check boxes for any of the following
insert UCF media objects into your slides. Depending on the options you sharing privileges that you want to grant to or remove from all attendees,
choose in the toolkit, the media object can either respectively:
link to a media file that resides on your computer, another computer ■ Save
on your local network, or a remote server
■ Print
contain a media file as part of your presentation file
■ Annotate
You can download the Universal Communications Toolkit from your
Training Center Web site. For information about using the Universal 4 Under View, select or clear the check boxes for any of the sharing privileges
Communications Toolkit, refer to the guide Getting Started with WebEx that you want to grant to or remove from all attendees, respectively:
Universal Communications Toolkit, which is available on your Training ■ Attendee list
Center Web site.
■ Any document
■ As a standalone file—You can share a media file directly in the content
■ Thumbnails
viewer. Training Manager creates a UCF media object for the file
automatically, which appears in the content viewer. ■ Any page
A UCF media object contains options and controls that you can use to display 5 Under Training session, select or clear the Share documents check box to
or manipulate its associated media file. grant to or remove the privilege from all attendees, respectively.
For more information about how UCF works, consult the Training Center 6 Click OK.
User’s Guide or online Help.
Getting Started with WebEx Training Center 19 of 52
You can share these types of software with attendees: 4 Click Share.
■ Applications on your computer Your application appears in a sharing window on attendees’ screens.
■ Your computer’s desktop
Letting an attendee remotely control shared software
■ Web browsers
While sharing the following types of shared software, you can let an attendee
■ Remote computers, if you installed the Access Anywhere Agent on the
control it remotely:
computer
■ application
To share an application: ■ desktop
1 On the Share menu, choose Application. ■ Web browser
The Share Application dialog box appears, showing a list of all applications An attendee who has remote control of shared software can interact with it
currently running on your computer. completely. While an attendee is remotely controlling your shared software,
your mouse pointer is inactive. At any time, however, you can reassume
control of a shared application and regain use of your mouse pointer.
While you are sharing software, any attendee can send a request to control the
software remotely. You can then grant control to the attendee. Alternatively,
you can automatically grant control of shared software to any attendee who
requests remote control.
You can stop an attendee from remotely controlling shared software at any
time.
■ On the title bar of a window that you are sharing, on the Sharing menu,
point to Allow to Control Remotely.
20 of 52 Getting Started with WebEx Training Center
Desktop sharing can be useful for technical support. For example, you can ■ You have installed the Access Anywhere Agent on the remote computer.
allow a technical support representative to access your computer and fix a ■ You logged in to your Training Center Web site before joining the training
problem as you watch. session, if you are not the original training session host.
While sharing your desktop, you can: For information about setting up a computer so you can access it remotely,
refer to the Access Anywhere User’s Guide.
■ Control attendees’ views of your desktop.
The Access Anywhere dialog box appears. ■ If you chose phone authentication, provide your pass code by following
the voice instructions.
Notes
■ If you are not the original training session host, you must log in to your
Training Center Web site before joining a training session in which you
want to share a remote computer. If you are already in a training session,
but did not log in to your site, you must leave the training session, log in
to your site, and then rejoin the training session.
■ If a password-protected screen saver is running on the remote computer,
your training session service automatically closes it once you provide your
access code or pass code.
■ If the remote computer is running Windows NT or 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.
2 Under Remote, select the computer that you want to share.
If you set up the remote computer so you can access its entire desktop, the Tips for sharing software
option Desktop appears under Applications.
These tips can help you share software more effectively:
4 Click Connect.
■ To improve the readability of shared software, attendees can use the sizing
Depending on the method of authentication that you specified when options on the View menu.
setting up the computer for Access Anywhere, one of the following occurs:
■ To improve the quality of attendees’ views of a shared software, ensure
■ If you chose access code authentication, a dialog box appears, in which that both your monitor display and attendees’ monitor displays are set to
you must provide the access code that you specified when setting up the the same color depth for example, 16-bit color.
remote computer. ■ To improve the performance of software sharing, close all applications
■ If you chose phone authentication, you receive a phone call at the that you do not need to use or share. Also, close any applications that use
number that you specified when setting up the remote computer. bandwidth, such as instant messaging or chat programs, and programs
that receive streaming audio or video from the Web.
5 Do one of the following:
■ If you chose access code authentication, type your access code in the
box, and then click OK.
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■ Application and Web browser sharing only: Avoid covering a shared The File Transfer window appears.
application or Web browser with another window on your computer’s
desktop. Doing so prevents attendees from viewing the area of the
application or browser that the other window covers. Instead, a
crosshatched pattern appears in the covered area on attendees’ screens.
■ You can switch your display between shared software and the Session
window. To conserve bandwidth, pause software sharing before you
return to the Session window, and then resume sharing once you return to
the shared application.
■ Use a dedicated, high-speed Internet connection when sharing software.
Attendees using dial-up Internet connections may notice a delay in 2 Click Share File.
viewing or controlling shared software. If you want to share a Microsoft
Word, Excel, or other document, you can improve the training session 3 Select the file that you want to publish, and then click Open.
experience for these attendees by using document sharing instead of
application sharing. 4 Optional. Repeat steps 2 and 3 to publish additional files.
The files appear in the File Transfer window in each participant’s Session
window.
■ Working with the panels ...............................................................23 To display the Select Panel menu,
click Panels.
■ Panel overview.............................................................................23
You can minimize all the panels at
■ Accessing panel options...............................................................25 once using the Minimize All
■ Sharing and full-screen view ........................................................28 command.
■ Panel alerts ..................................................................................29
■ Sending a chat message ..............................................................32
■ Using Q & A..................................................................................32
■ Using Hands-on Lab.....................................................................34
■ Using breakout sessions ..............................................................36
■ Managing a voice conference.......................................................36
■ Adding an attendee to a call-back teleconference ........................40
■ Starting an Integrated VoIP conference........................................40
■ Setting up video............................................................................41 The Video panel is collapsed.
■ Polling attendees .........................................................................42 Use the icon on the left side of the
panel title bar to collapse or expand
a panel.
Panel overview Click the Minimize icon on the title bar of the panel you want to minimize.
The panel no longer displays. It appears as an icon on the icon tray at the top Minimized panels now display.
of the panels.
Expanding and collapsing panels
Minimized panels
display as icons. Expanding and collapsing panels has no effect on the attendees’ displays.
To collapse a panel:
Click the icon in the upper-left corner of a panel to collapse it.
To restore a minimized panel:
The panel collapses, leaving just the title bar visible.
Click its icon on the icon tray.
Use the icon on the left side of the panel title bar to
Click to restore.
collapse or expand a panel.
To expand a panel: If you close the last remaining panel, the large panel area on the right side
of the screen disappears. You still have access to the panels through the
If a panel is collapsed (you only can see its title bar), click the icon in the left Select Panel menu, available by clicking the Select Panel button.
corner of the title bar to expand it.
1 On the icon tray above the panels, click Panels. 2 On the Select Panel menu, click to place a check mark next to any panel
you want to open.
The Select Panel menu displays.
The panel or panels you selected display. This panel is now available for all
attendees.
Panels without check marks are
currently closed.
Panels with check marks currently Resetting the panels
display.
You can return the panels to the display settings that were preset by your
service.
1 On the icon tray above the panels, click Panels.
The panels return to the display settings originally selected by your service.
The size, order, and location of the panels are reset to their original
settings.
2 On the Select Panel menu, click to remove the check mark next to the
Accessing panel options
panel that you want to close. You can easily access the options related to any panel. Simply right-click in the
panel title bar to see a menu of commands related to the panel.
The panel no longer displays and it is not available as an icon on the icon
bar.
26 of 52 Getting Started with WebEx Training Center
Panel Options
The panel “floats” on top of the shared document, presentation, web browser Drag the Resize Control to
or other shared item. You can drag the panel to move it. change the size of the
panel.
1 On the floating icon tray, click the Select Panel button. 2 On the Select Panel menu, choose Open Right Panel.
It is the last button on the floating icon tray. An empty panel appears on the right side of the screen.
2 On the Select Panel menu, choose Float All Panels. The icon tray now resides at the top of the right panel.
After you return to standard view, all panels (those that are floating and 3 Select Presentation or Document.
those that you have minimized) return to their preset locations in the right The Share Presentation or Document dialog box appears.
panel.
4 Select the file that you want to share and click Open.
Sharing documents or software while in full-screen
view To resize the display of attendees to match your display:
In full-screen view, you have access to sharing and viewing options from the 1 On the icon tray above the panels, click the Select Panel button.
Select Panel menu.
It is the last button on the floating icon tray.
Getting Started with WebEx Training Center 29 of 52
2 On the Select Panel menu, choose View > Synchronize Views. All attendees’ displays now match your display.
All attendees’ displays now match your display. If you are sharing a desktop
To share an application:
1 On the floating icon tray, click the Select Panel button.
Panel alerts
It is the last button on the floating icon tray. If you have closed, minimized, or collapsed any panels, you will see an alert if
a panel you no longer can see requires your attention.
2 On the Select Panel menu, choose Share > Application.
Some reasons for seeing alerts:
The Share Application dialog displays.
■ A participant arrives or leaves a training session
3 Select the application you want to share or click New Application to open
■ A Raise Hand indicator appears in the Participants list
an application not already running on your desktop.
■ An attendee sends a chat message
4 Click Share.
■ A poll opens or closes
To resize the display of attendees to match your display: ■ Poll answers are received
1 On the floating icon tray, click the Select Panel button.
Presenter Host
Ask to Speak
Integrated VoIP
Participant Annotation
Color
Speaker
(Integrated VoIP)
Participant
Alerts for minimized panels Ready
If you have minimized a panel, the icon representing that panel alerts you of Muted Speaker
a change. (teleconference)
The following table describes the possible indicators that may appear in the
Indicator Indicator name Description
participant list.
Muted Speaker In an integrated teleconference, indicates
indicator for that the participant is connected to the
Notes teleconference teleconference but his or her microphone is
muted.
The Speaker indicator will show which participant is speaking during the Speaker indicator for In an Integrated VoIP conference,
training session: Integrated VoIP indicates that the participant can speak.
■ For an integrated teleconference, the participant name will turn green and Integrated VoIP In an Integrated VoIP conference,
the indicator will show sound waves. Participant indicator indicates that the participant cannot speak.
■ For an Integrated VoIP conference, the indicator will flash.
Ask to Speak In the host’s and presenter's participant list
indicator only, indicates that the participant has
clicked the Raise Hand button.
The following table describes the right-click options for the Participants list. To send a chat message:
1 In the Session window, open the Chat panel.
Option Description
2 Type a message in the Chat box.
Change Select to change the participant’s role to Presenter, Panelist,
Role To Attendee, or Host. Options that are not available for a participant 3 In the Send to drop-down list, select the recipients of the message.
will not be selectable.
Select the recipients of your
Pass Mic Select to pass the microphone to a participant during a half- chat message.
duplex Integrated VoIP session, or enable a participant’s
To send a message to
microphone during a full-duplex Integrated VoIP session.
everyone, including the host,
Chat Select to open the Chat panel, which will have the participant’s presenter, panelist, and
name pre-populated in the Send to box. attendees, choose All
Participants
Mute Select to mute a participant during an Integrated VoIP session or
To send to everyone except the
teleconference.
host, presenter, and panelists,
Unmute Select to unmute a participant during an Integrated VoIP session choose All Attendees.
or teleconference. To send a chat message to a
Mute All Select to mute all participants during an Integrated VoIP session particular participant, select the
or teleconference. name in the list.
■ allows you to quickly send a standard response to questions for which you ■ To prevent participants from using Q & A sessions, clear the Q & A
cannot or do not want to answer immediately check box.
You can save all text in a Q & A session to either a text file or a comma 3 Click Apply, and then click OK.
delimited (.csv) file for reference.
Asking a question
Tip If you use Q & A during the training session, WebEx You can pose a question to one respondent or selected respondents.
recommends that the host or presenter monitor the Q & A panel at all
times during the training session.
To ask a question:
■ To allow participants to use Q & A sessions, select the Q & A check box. The recipients receive the question in their Q & A message boxes.
34 of 52 Getting Started with WebEx Training Center
Answering a question
You can answer a question—publicly or privately—that was sent to you Using Hands-on Lab
personally, one in which no respondent has previously answered, or one that
another respondent has already answered. Hands-on Lab sessions allow instructors to prepare lessons or exercises that
students can complete on remote computers on which training software is
To answer a question: installed. Students can use these remote computers during a training session
for hands-on learning and practice. Because instructors can control Hands-
on Lab sessions, they can maintain an optimized lab environment that is
Note You cannot answer a question that is currently selected or effective, familiar, and consistent.
that has been answered by another presenter or panelist.
Starting a Hands-on Lab session
If you have scheduled a Hands-on Lab, you can start the Hands-on Lab
1 In the Session window, in the Panels list, select Q & A.
session within 15 minutes of the reserved time. The presenter is responsible
2 Select the question in the list of queued questions. For example: for managing the Hands-on Lab session.
The Start Hands-on Lab dialog box appears showing which lab and how
many computers are reserved.
A red Q appears next to an unanswered question in the queue of questions.
A blue Q appears next to answered questions.
2 Under Computer Allocation, select one of the following: To assign computers to participants during a Hands-on Lab session:
■ Allow attendees to choose computers. This allows participants to 1 From the Start Hands-On Lab Confirmation dialog box, from the Hands-
choose any computer reserved for this session. on Lab panel, or from the Session window Lab menu, click Assign
Computers.
■ Assign attendees to computers manually. When you select this option,
participants can only connect to computers assigned to them. The Assign Computers dialog box appears.
4 Click Start.
Once the reserved computers are contacted, the Start Hands-on Lab
Confirmation dialog box appears.
The Start Hands-on Lab Confirmation dialog box lists all the computers
that are connected to the session and the total attendees in the session.
5 To give control of the computer to a particular participant, click Give All participants receive a message asking them to return from Hands-on
Control. Lab. The Hands-on Lab sessions end either after 30 seconds or after the
time you selected in the Ask All To Return dialog box.
6 When you are finished assigning computers, click OK.
7 Click Done in the Start Hands-on Lab Confirmation dialog box. Ending the Hands-on Lab session
The training session host can end the Hands-on Lab sessions at any time.
Asking all to return from labs
During a Hands-on Lab session, the host can ask all the participants to return To end a Hands-on Lab session:
from the Hands-on Lab session to the main training session. You can choose
1 On the Lab menu, click End Hands-on Lab.
to have the participants return immediately, or you can give them a time limit
for returning. A confirmation message appears.
2 Click OK.
To ask participants to return:
1 On the Lab menu, choose Ask All To Return. The Hands-on Lab session ends for all participants.
■ Select within and choose a time in minutes from the drop-down list.
This option gives participants time to finish the tasks that they are Using breakout sessions
working on.
A breakout session is a private content sharing session that includes two or
■ Select immediately and end all sessions after 30 seconds.
more participants. Breakout sessions allow participants to brainstorm and
3 Click OK. collaborate in small, private groups that can include presenters or other
students, away from the main training session. In a breakout session, small
A confirmation dialog box appears in which you confirm your request to groups interact within a main Breakout Session window using much of the
ask all participants to return from Hands-on Lab. same features, such as sharing whiteboards and applications, as in the main
4 Click OK. training session. Multiple breakout sessions can occur at once.
Getting Started with WebEx Training Center 37 of 52
Allowing breakout sessions The Breakout menu displays the breakout session options for all participants.
■ In the Session window, on the Breakout menu, choose Allow Breakout 1 Do either of the following:
Sessions. ■ On the Breakout menu, point to Create Breakout Session.
■ In the Session window, on the Session menu, choose Session Options. On 2 In the Topic box, type a topic name.
the Communications tab in the Training Session Options dialog box,
Optional for the host, presenter, and panelists only: To include yourself in
select Breakout sessions. Then click OK.
the breakout session, select the Include myself into this session check box.
The green indicator on the Breakout Sessions panel indicates that breakout
sessions are allowed.
38 of 52 Getting Started with WebEx Training Center
3 Under Participants, select the check box next to the participants that you Using Integrated VoIP or teleconferencing in breakout
would like to invite to the breakout session. sessions
4 In the Presenter drop-down list, select Myself or the name of the You can communicate with breakout session participants using Integrated
participant whom you want to be the presenter for the session. VoIP or teleconferencing. If teleconferencing is set up in the main training
session, when you start a breakout session, the call-in or call-back
5 Optional. To allow participants to join the breakout session without an teleconference automatically starts for the breakout session. All the
invitation, under Participants, select the check box next to Let others join teleconferencing options or Integrated VoIP options that the host set up in the
the breakout session without invitation. main session apply to the breakout sessions. For more information on
Integrated VoIP or teleconferencing, see About managing a voice conference on
6 Optional. To limit the number of participants for the breakout session,
page 39.
under Participants, select the check box next to Limit number of
participants who can join this session. Then, in the box, type or select a
number of participants. Notes
7 Click Create.
■ Participants in a breakout session cannot join a breakout
Your breakout session automatically starts, and each invitee receives an session teleconference until the breakout session presenter
invitation to join. The invitee can choose Yes or No. For breakout session joins the teleconference.
participants, the Breakout Session window appears, listing the names of ■ Participants cannot join a teleconference in the main session
the presenter and participants of the breakout session in the Breakout while connected to a breakout session teleconference.
Sessions panel. It also displays a chat panel in which participants can chat
with other participants. Your name appears in the Breakout Sessions pane ■ If teleconferencing is not available or has not been started for
in the main Session window. the main session before the breakout session is started,
teleconferencing for breakout sessions is disabled also.
Joining a breakout session ■ When a participant who is in the breakout session
teleconference leaves a breakout session, he or she
The presenter determines whether a participant can join a breakout session, disconnects from the breakout session teleconference or
either by inviting participants, or by allowing participants to join without an Integrated VoIP session automatically. The participant
invitation. returns to the main session and can join the main
teleconference or Integrated VoIP session from the
To join a breakout session, do one of the following: Communicate menu.
■ On the Breakout menu, choose Join Breakout Session and then the name
of the breakout session that you wish to join.
Leaving a breakout session
■ On the Breakout Session panel, highlight the name of the breakout session
If you are a participant in a breakout session, rather than the presenter, you
that you wish to join and then click Join Session.
can leave a session and return to it later.
Getting Started with WebEx Training Center 39 of 52
All participants in breakout sessions receive a message asking them to return ■ Full-duplex, which lets up to two participants speak at a time
to the main training session. They can choose to leave the session or continue.
Once you set up a voice conference, you can use conference features to
manage your integrated teleconference or Integrated VoIP conference.
Ending your breakout session
During an integrated teleconference, you can:
If you are the presenter in a breakout session, you can end your session for all
participants. ■ Add an attendee to a call-back teleconference at any time. You can also add
someone who is not a training session attendee to the teleconference.
To end a breakout session: ■ Control which participants can speak by muting and unmuting their
microphones.
1 Do one of the following:
During an Integrated VoIP conference, you can:
■ Close the Breakout Session Manager window by clicking the Close
button in the upper-right corner of the window. ■ Set Integrated VoIP options
■ On the File menu in the Breakout session window, choose End ■ Start an Integrated VoIP conference
Breakout session. ■ Mute and unmute your microphone
■ On the Breakout Sessions panel in the main Session window, click End
■ Mute and unmute participants’ microphones
Breakout Session.
■ End an Integrated VoIP conference
2 In the dialog box that appears, click Yes.
40 of 52 Getting Started with WebEx Training Center
The Invite by Phone dialog box appears. b In the list, select the country in which the attendee resides.
c Click OK.
5 Click Call.
The teleconferencing service calls the attendee. The Status box indicates
the status of the call.
6 To call another attendee, click Clear to reset the status to the Ready state.
The Audio Setup Wizard appears if this is the first time that you have ■ A microphone symbol appears to the left of your name in the
started an Integrated VoIP conference. Participants panel.
3 Follow the instructions in the Audio Setup Wizard to set up audio options.
4 Click OK.
The Join Integrated VoIP Session message box appears automatically in
Note these changes:
the Session window for each attendee whose computer has a supported
■ The Volume dialog box appears, on which you can adjust the speaker sound card. Attendees can then choose to participate in the Integrated
or microphone volume. VoIP conference.
Setting up video
If a video camera is attached to your computer, you can send live video to
training session participants. Live video lets other participants see you, an
object under discussion, and so on. All participants can view live video that
you send, without the need for video equipment installed on their computers.
To set up video, you must connect a video camera—also called a webcam—
to your computer. Once you start or join a training session, Training Manager
automatically detects your video camera.
Generally, Training Manager is compatible with any video camera that
connects to your computer’s USB or parallel port. The quality of the video
■ If you are using a headset, a microphone symbol and Speak now appear image can vary, depending on the quality of the video camera that you use.
at the bottom of the Session window. An indicator also appears For a list of video cameras that are known to be compatible with your Training
showing the level of sound as you speak. Manager software, refer to the Frequently Asked Questions (FAQ) page on
your Training Center Web site. You can access this page from your site’s
Support page.
■ If you are using desktop or laptop speakers and your microphone is Sending live video
unmuted, Press Ctrl to speak appears at the bottom of the Session
Only the presenter or another participant selected by the presenter can send
window.
live video.
42 of 52 Getting Started with WebEx Training Center
Preparing a poll questionnaire Host A training session host must have a user account on your
Training Center Web site. A host can schedule, start, and
During a training session, you can prepare a poll questionnaire that includes control a training session; and assign training session roles to
multiple-choice answers. Once you complete a questionnaire, attendees can other participants. Initially, the host is also the presenter;
respond to it during a training session. however, the host can make any participant the presenter
during the training session.
You can grant or remove privileges for the following training session
Role Responsibilities and options
activities:
Presenter Only one participant at a time can be the presenter, but
participants can take turns being the presenter during a training ■ Document sharing, including privileges for saving, printing, and
session. A presenter can: annotating shared content in the content viewer
■ Share and annotate presentations, documents, and ■ Viewing thumbnails, or miniatures, of pages, slides, or whiteboards in the
whiteboards content viewer
■ Share software, and grant remote control of shared software
to participants ■ Viewing any page, slide, or whiteboard in the content viewer, regardless of
■ Assign training session privileges to other participants
the content that the presenter is viewing
■ Turn various training session options on or off ■ Viewing the participant list
■ Poll participants
■ Chatting with participants
■ Transfer files to participants
■ Allowing breakout sessions with participants
■ Send live video, and select which participants can send
video ■ Recording a training session
Panelist An attendee who participates in a discussion to which other
■ Requesting remote control of shared applications, desktops, or Web
attendees listen, responds to chat messages, annotates shared
documents, opens and closes polls, and views and answers
browsers
attendees’ questions in Q & A sessions.
■ If the host scheduled the training session but did not specify attendee
The Assign Privileges dialog box appears.
privileges, attendees receive the default privileges. 2 Specify attendee privileges:
■ If the host started an instant training session, attendees receive the default
■ To grant a privilege to attendees, select its check box.
privileges.
44 of 52 Getting Started with WebEx Training Center
■ To grant all privileges to attendees, select the All attendee privileges To start an Integrated VoIP conference:
check box.
On the Communicate menu, point to Integrated VoIP, and then choose
■ To remove a privilege from attendees, clear its check box. Start Conference.
3 Click OK. A message appears on all participants’ screens, asking them to join the
conference.
To mute or unmute specific participants’ microphones: To let a participant speak in an Integrated VoIP conference:
In the Participant panel, select the participant and do one of the following: In the Participant panel, select the participant and do one of the following:
■ Right-click on the participant’s name and choose Mute or Unmute. ■ Right-click on the participant’s name and choose Pass Mic.
■ On the Participant menu, choose Mute or Unmute. ■ On the Participant menu, select Pass Microphone.
■ On the Participant menu, select Change Role To, and then Presenter.
■ Right-click on the participant’s name, select Change Role To, and then
To invite an attendee to a training session in progress: Host.
1 Do one of the following: ■ On the Participant menu, select Change Role To, and then Host.
3 Click My Reports.
To lock a training session:
4 Select the type of report that you want to view.
On the Session menu, choose Restrict Access.
5 Specify a range of dates for which you want to view a report and how you
To unlock a training session: want data sorted in the report.
2 In the confirmation message that appears, click Yes. Providing Feedback to WebEx Communications
WebEx Communications greatly appreciates any feedback that you provide
Viewing usage reports about our products and documentation.
If your Training Center Web site includes the reports option, you can view the Providing Feedback About Training Center
following types of usage reports:
You can provide feedback to WebEx Communications by sending an email
■ Live Training Usage report—Contains detailed information about each message to feedback@webex.com.
training session that you host, including information about each
participant. Providing Feedback About This Documentation
■ Access Anywhere Usage report—Contains detailed information about the If you have comments about WebEx documentation, please send an email
computers that you access remotely and your Access Anywhere sessions, if message to docs@webex.com.
your site or account includes the Access Anywhere option.
In your email message, please specify the section to which your comment
■ Recorded Training Access report—Contains detailed access information
applies. If you would like to receive a response to your comments, please
about recorded training sessions on your Training Center Web site. This include your name and contact information in your message.
report includes information for each time your recorded session is viewed.