Webex: How To's

Log In to Your My Webex Account

Access Webex at https://meetny.webex.com using your work email address and logon password (the same password used on your work computer).

Set Up Your Personal Pin  

1. Click Preferences.
2. Click Audio and Video Menu.
3. Enter your Work and Mobile Phone Numbers.
4. Create a 4-digit Audio PIN. Your PIN must be exactly 4 digits. It can't contain sequential digits, such as 1234, or repeat a digit 4 times, such as 1111. 

Important: Your Personal PIN is used to start audio-only meetings conducted via your phone.

Generate Personal Conferencing Numbers

A Webex 4-digit PIN is required in order to generate a personal conferencing number.   

1. Click Generate Account. (You may create up to 3 accounts). This will create your account for phone meetings.
2. Click Close. The host access code and attendee access codes will be generated. 
3. Click Save.

Important: The Host Access Code is used to start your phone meetings. The Attendee Access Code is provided to attendees so they can join your meetings.  

Default Quick Scheduler page

1. Login to your account.
2. Click Meeting Center on main menu line.
3. Click Host a Meeting to expand the menu.
4. Click Schedule a Meeting. By default you will be on the Quick Scheduler page.
5. Enter meeting details.
6. Click Schedule Meeting
7. The Meeting Scheduled page will appear confirming your scheduled meeting details.
8. Click on More Information on Meeting Scheduled page. Page will expand and reveal the meeting information.

Advanced Scheduler

Use Advanced Scheduler to set advanced meeting options or to schedule a Personal Conference meeting:

1. Login to your account.
2. Click Meeting Center on main menu line.
3. Click Host a Meeting to expand the menu.
4. Click Schedule a Meeting. By default this will be the Quick Scheduler page
5. Click Advanced Scheduler.
6. Enter meeting details.
7. Click Next to proceed.
8. The Advanced scheduler wizard leads you through nine pages to schedule your meeting.
9. On the Review Page check your meeting details.
10. Click Schedule Meeting.
11. The Meeting Scheduled page will appear confirming your scheduled meeting details.
12. Click on More Information on Meeting Scheduled page. Page will expand and reveal detailed meeting information.

Schedule a Phone Only Meeting

1. Login to your account.
2. Click Meeting Center on main menu line.
3. Click Host a Meeting to expand the menu.
4. Click Schedule a Meeting. By default this will be the Quick Scheduler page.
5. Click Advanced Scheduler.
6. Click down arrow next to Meeting type.
7. Select WebEx Personal Conference.
8. Enter meeting title/topic click next to proceed.
9. The Advanced scheduler wizard leads you through four pages to schedule your phone only meeting. Click Schedule Meeting.
10. The Meeting Scheduled page will appear confirming your scheduled meeting details.

Schedule or Start a Meeting from Microsoft Outlook

To schedule meetings, invite attendees, and start Webex meetings from Outlook Calendars, you must download and install Webex Productivity Tools from https://meetny.webex.com.

Administrative privileges are required to install Webex Productivity Tools on a Windows computer. Please contact the ITS Enterprise Service Desk at 1-844-891-1786 if you require a MeetNY host account.

Schedule a Meeting from Microsoft Outlook

1. Once productivity tools are installed, click Schedule Meeting in the Outlook Ribbon.
2. Click Add Webex Meeting.
3. Select a Meeting Center option from the Meeting Template field.

When it's time to start a meeting, open the appointment on your Outlook calendar, then click Meeting. You can also click Schedule Meeting for additional options to find and start your meeting.

https://help.webex.com/en-us/c15vr2/Schedule-a-Meeting-in-Microsoft-Outlook-for-Windows

Cancel a Webex Meeting

1. Locate your scheduled meeting in Outlook. Click on that meeting in your calendar.
2. Click Cancel Webex Meeting from the toolbar at the top of your screen.
3. Click Meeting from far left of the toolbar at the top of your screen.
4. Click Send Cancellation to notify meeting participants that this meeting has been cancelled.

Cancel a Phone Only Meeting

Login to your account.

1. Click Meeting Center on main menu line.
2. Click Host a Meeting to expand the menu.
3. Click My Meetings.
4. Identify the phone-only meeting.
5. Select the meeting by clicking the ballot box next to the meeting(s) to be cancelled.
6. Select the Cancel Meeting button.
7. Click OK to confirm that you wish to cancel the meeting.
8. Click Send to notify attendees of the meeting's cancellation. 

Start a Scheduled Meeting

1. Log in to MeetNY.com
2. Click My Webex on the top navigation bar.
3. Select the meeting in the list.
4. Click Start.

Delegate Someone to Set Up Meetings on Your Behalf

Another person can schedule meetings on your behalf. You must give an individual permission on their My Webex and My Profile page.

Scheduling a Meeting for Someone Else on Webex

1. Click Schedule a Meeting from the left-hand navigation menu.
2. Display the Advanced Scheduler.
3. Select the name of the person from the Schedule for drop-down.
4. Set the meeting options, then click Schedule Meeting.

Scheduling a Meeting for Someone Else on Outlook

After you have been delegated to set up meetings on someone's behalf, select File, then Open, and click Other User's Folder.

1. Click Name and select the host's name from the address book,
2. Select Calendar from the Folder type: drop-down,
3. Click OK.
4. Click a date in the host's calendar
5. Click Schedule Meeting from the Outlook toolbar.
6. Schedule the meeting by entering meeting information on the Appointment tab and selecting attendees from the Invite Attendees or Scheduling menus.
7. Click Add Webex Meeting.
8. Enter and confirm a password.
9. Verify the meeting options and click OK.
10. Click Send.

Share a Presentation During a Meeting

1. Select Share, then click File from the menu bar, or click Share File on the Quick Start page.
2. Locate the presentation file you want to share.
3. Click Open.
4. Use the page controls at the top of the meeting window to move through slides.

Share an Application, a File, Your Desktop, or Video During a Meeting

1. After you start your meeting, click the button at the bottom of the sharing panel on the Quick Start tab.
2. Select what you want to share with participants, such as a whiteboard or file. 
3. Once you share something, participants will see what you see. 

You can also select Share from the meeting menu bar. You can stop sharing your computer screen by deselecting items in the Share menu.

Control of a PC or Mac During a Meeting

Participants who have been assigned the Control shared applications, Web browser, or desktop remotely privilege can pass control of their application, desktop, or web browser to anyone in the meeting.

1. While sharing, move the mouse to the top of the screen and click Assign.
2. Select Pass Keyboard and Mouse Control, then select the participant to assign control to.
3. The selected participant gets a message advising them to click to gain control. To return control to the presenter, triple-click.

Specify an Alternate Host for Your Meeting

1. On the Advanced Scheduler, click Invite Attendees.
2. Click Select Attendees.
3. Choose a contact from the list, then click Alternate Host. Only attendees with host privileges can be alternate hosts.

Add an Alternate Host to a New Training Session from Outlook

1. Click Schedule Meeting
2. Enter the names of invitees
3. Click Add Webex Meeting in the Outlook Ribbon.
4. Select a Meeting Center option from the Meeting template field.
5. Click the Resources tab, then select a name from the Alternate Host section.
6. Click OK.

Add or Edit an Alternate Host for an Existing Session

1. Open the session on your calendar
2. Click Change Settings to display the Webex Settings dialog box.
3. Click the Resources tab and make any required changes.

Join a Meeting from a PC or Mac

1. Open the invitation email and click the link.
2. Enter your name, email address, and the meeting password (if required).
3. Click Join Now.

Join a Webex Online Meeting from a Mobile Device

1. Open the invitation email. Click the meeting link.
2. If prompted, enter your name and email address.
3. If a password is required, enter the password provided in the invitation email you received.
4. Click Join
5. Follow the instructions that appear on your screen.

Join a Webex Audio Conference from a Mobile Device

1. Dial the phone number as provided in your meeting invitation.
2. The Host enters the Host access code and will be prompted for their 4-digit PIN.
3. Attendee enters Attendee access code sent to you by the meeting Host in your invitation.

Recording Your Meeting on Your Hard Drive

1. Click Meeting on the drop-down menu.
2. Click Record on This Computer.
3. This will record your meeting and save it on your computer hard drive. Upload the file under Add a Recording.

Recording Your Meeting on Server

1. Click Meeting on the drop-down menu.
2. Click Record on Server, click Record on Quick Start page.
3. Click the Pause button to stop what is being recorded.
4. Click the Stop button to end recording entirely.
5. To view your video, click My Files under the My Webex tab and click Playback.

Play or Download a Webex Recording

Select Recordings on the left navigation bar.

On the My Recorded Meetings page, you can see recordings for all the Webex meetings, events, and training sessions that you hosted and recorded.

My Recorded Meetings

To play a recording, click the name of the recording.

If you're using WBS33.9 or later, to show or hide the panels when you're playing a Webex meeting or event recording that's in MP4 format:

• Select Participants to show or hide the Participants panel.
• Select Chat to show or hide the Chat panel.
• Select Polling to show or hide the Polling panel.
• Select Q & A to show or hide the Q & A panel in a Webex Events recording.

To speed up or slow down the recording, change the playback speed.

Download a recording

To download a recording, select Download.

Depending on your site settings, you may not be able to download recordings.

Share a link to a recording

To share a link to the recording, select Share.

Edit recording name or description

To edit the name and description of the recording, or exclude the panels and transcript, select Edit.

Exclude transcript

Excluding transcripts is only available for video-centric MP4 recordings.

Delete a recorded meeting:

1. Go to your My Webex account and click My Recorded Meetings from the menu on the left.
2. From the list of meetings provided, identify the recorded meeting you wish to delete, and click the three dot (...) icon located to the far right of the file name.
3. From the list, click Delete from the provided choices. To confirm the deletion, click OK. My Recorded Meetings will refresh and your meeting will have been deleted.

Common Questions

What is the maximum number of people I can have in one meeting?

Up to 1000 participants may be able to join any Webex center meeting (Meeting, Event, or Training). The participant total includes the host, note taker, and closed captionist. Note: 1,000 attendees is supported by default. For meetings larger than 1,000, please submit a request to ITS for a review of available options and assistance with scheduling

I scheduled my meeting for 1 hour; will it end automatically when the hour is up?

No. The meeting will continue until it is ended by you or an alternate host. Participants can leave the meeting at any time, however.  A tone will sound and a participant's name will be added to the list of meeting attendees when a participant enters a meeting.  A similar tone will sound and a Participant's name will disappear from the attendees list when a participant exits a meeting.

Troubleshooting

No attendees have joined your meeting

Verify the invitation contains the correct URL and verify your time zone is correct.  Once verified, contact attendees to rule out other technical issues.

You attempted to log into your host account, but received a Windows Security Prompt

If you receive a Windows Security pop-up, it should show your work email address. Follow these steps:

Enter your logon password.  (Same password you use to logon to your work computer.)

If your work email does not appear in the first line, click the Use Another Account button.

Click OK.