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Up and Running with WebEx Training Center

Up and Running with WebEx Training Center

with Karen Hyder

 


Watch as author Karen Hyder demonstrates how to use WebEx Training Center to hold effective online meetings with audio, video, and screen sharing capabilities. This course covers how to set up, host, and manage sessions using built-in collaboration tools; how to engage presenters with chat and polling; how to share presentation duties with other participants; and how to use the WebEx recording features to make content available to others at a later date.

Note: Those using Meeting Center will also be able to use this course.
Topics include:
  • Registering for a session
  • Creating an instant session
  • Inviting attendees and presenters
  • Logging in to a session from email
  • Adding course materials and tests
  • Sending and receiving WebEx chat messages
  • Assigning participant privileges
  • Activating audio and video controls
  • Changing participant roles
  • Uploading files and polls
  • Displaying and annotating slides
  • Enabling remote control of shared applications
  • Sharing web content
  • Troubleshooting audio
  • Managing breakout sessions
  • Recording and reviewing sessions

show more

author
Karen Hyder
subject
Business, Collaboration, Presentations, Web Conferencing, Cloud Computing, Teacher Tools
software
WebEx
level
Beginner
duration
2h 53m
released
Feb 27, 2012

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Introduction
Welcome
00:03Hello, I am Karen Hyder. Welcome to Up and Running with WebEx Training Center.
00:09In this course I'll show you how to create online training sessions and
00:14invite attendees to them,
00:16manage the attendees' abilities to contribute to the class, connect with
00:21attendees using webcams and microphones,
00:24solicit interaction to keep up with your attendees' moods and needs,
00:29Issue polls to ascertain attendees' experience levels, load files and
00:35share applications,
00:37involve attendees by allowing them to control your screen, organize attendees
00:43into collaborative breakout sessions, record your courses for later playback, and
00:49generate reports and review in-session materials.
00:53In short, we'll be looking at all the major features of this robust program.
00:58So let's get up and running with WebEx Training Center.
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What you need to know
00:00In this course I don't expect you to know anything about WebEx, but I do
00:05encourage you to follow along with me and explore the menus in Windows I show
00:10and practice using the features by performing the tasks I perform.
00:14You can use your own sample files such as PowerPoint and video files, and you
00:19can practice sharing your own applications and creating your own tests and poll questions.
00:25To see the features and options I see, you'll need host level access to WebEx
00:31Training Center and your own User ID and Password.
00:35I've been using WebEx for many years and I think you'll find that it's an
00:38excellent tool to support your live online training.
00:42Let's begin whenever you're ready.
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1. Using WebEx
Introducing WebEx and registering for a session
00:00Welcome to the Cisco WebEx welcome screen.
00:03I arrived at this screen by using the URL that my System Administrator gave to
00:08me and I'm seeing now my options for accessing different aspects or facets of
00:15the WebEx product line.
00:16On this screen, I can join a meeting;
00:19I can log in as a host.
00:21If I have a meeting number I can fill that meeting number in in this space here.
00:25Across the top of the screen there are several buttons representing the
00:29different types of WebEx that you can use.
00:32Meeting Center is used for groups of fewer than 25 participants.
00:36Training Center is used for online training programs or courses.
00:41Support Center is appropriate to use for IT or helpdesk support staff to reach
00:47out to users and assist them at their workstations.
00:51Event Center is appropriate for very large groups like corporate staff meetings.
00:56And the My WebEx button is where I go to see items specific to my set up.
01:02Training Center is a tool that falls into a category of products commonly known
01:06as Virtual Classroom.
01:08It has unique features that support training interactions.
01:12Presenters and participants can join a session at a predetermined time to share
01:17and view each other's content, like PowerPoint slides, audio or video files,
01:22Whiteboards with annotation tools, and live software demonstrations.
01:27Different from WebEx Meeting Center, Training Center also provides participant
01:32registration in tracking, testing, breakout groups and polling, and it supports
01:39credit card and PayPal payments for for-fee training.
01:43Let's take a closer look at Training Center.
01:46I'll click on the button at the top of my screen and you can see a listing of
01:50the live sessions available to me today.
01:53You can see later today there is a training session called PowerPoint Basics and
01:57one called Word basics.
01:59On the far right side of that item there is a Register link.
02:03I'll need to register for the session and wait for an email to have access
02:08to the session later.
02:09Start by clicking on Register. Notice the session information at the top of the
02:14page and scroll down to the Registration Information.
02:17I'll fill-in my First name and my Email address.
02:25If the host has set up this session to require confirmation, I'll have to
02:30stand by and wait for an email that gives me approval to join the session.
02:35For now, I can see that my Registration is Pending and so I'll just click on OK.
02:41So as you can see, if sessions are available, you'll have access to the Join link.
02:46If sessions are coming up later on in the day, you'll have to wait to join, and
02:51if registration is required, you'll need to fill in an extra form before you
02:55can join the session.
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Joining a session
00:00I would like to brush up my skills on PowerPoint and Word, so I'm going to
00:04access some training sessions that are running today.
00:07I'll click on Training Center and the Live Session view is displayed.
00:12If your Live Session view doesn't show automatically, click the Live Sessions
00:16link under Attend a Session on the left side of your screen.
00:21I can see that PowerPoint Basics is running and I can join right now.
00:26To see what this session is going to be about I'll click on the PowerPoint
00:30Basics topic and the Session Information window opens.
00:33It shows me the start time, the duration, any description or agenda that the
00:39presenter might have provided, and the login information that I'll need to join.
00:44If any tests or materials are available I'll see them attached at the bottom of the screen.
00:50Because this session is about to start I can fill-in the Join Session Now fields
00:56on the right side of the screen with my name and my email address.
01:00I can click on Join Now to access the session.
01:09It appears as though the host has not yet joined the session, so I'll click on
01:13OK and just look around.
01:15I'm seeing the WebEx interface with some session information off to the left
01:19side, I can see any participants that are logged in on the right, and I can see
01:23a Chat Panel in the lower-right where I can type messages to other participants
01:28or to the host or presenter.
01:31So this is a basic WebEx Training Center session room and I'll just standby
01:35until the host joins.
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Setting your preferences
00:00When you get your WebEx User ID, you'll want to log in and set up the interface to
00:06suit your needs and to fill in your preferences.
00:09Start by going to the Training Center button and on the left side of the screen
00:14notice the Set Up options.
00:16The first Set Up option to look at is Set Up Training Manager.
00:20If you've never used the WebEx session interface in the past, you can set up
00:25the software in advance and save time installing at the beginning of your first session.
00:30In this location you can also verify your rich media players.
00:35So if you'll be using multimedia tools, AVI files, Flash video, you can ensure
00:42that your hardware has the right software installed to support those files.
00:47By clicking on Set Up, the WebEx software will be installed on your local machine.
00:52When you click on Verify your Rich Media Players you have the option to check
00:57which of these players is installed on your machine.
01:00Click Check Now to test.
01:03This screen shows me that Flash Player is installed. (video playing)
01:15This option shows me that Windows Media Player is installed. (video playing)
01:27This option shows me that QuickTime is installed.
01:31Also on the left side of the screen under Preferences, I can set up options like
01:38which screen will display when I log in and what time zone I'm in.
01:43So if I always want to look at what sessions are running I would leave it set to Today View.
01:49But I might prefer to show Daily, Weekly, or Monthly View.
01:55When I log in I can choose to display the page that I prefer.
01:59By default, it's showing Today View, but when I drop down the list I have other
02:04options for Daily, Weekly, or Monthly View, Upcoming Session View, Recorded, Join
02:11an Unlisted Session, or Start an Instant Session.
02:14So whichever view I use most often, I can set my view to default to.
02:20Then I'll click on OK.
02:24Under my Profile on the left side, I can fill in my name and address and
02:30my telephone number.
02:32The major advantage to filling in my telephone number in this field is that
02:37I can ask WebEx sessions to call me, rather than for me to call in to the WebEx session.
02:44It's sometimes important when participants will be joining from a home telephone
02:48number or from a hotel or from a cell phone that charges for outgoing minutes.
02:55By using Call-back, I can be sure that I'm using the most cost-effective calling option.
03:01In addition, I can also set up options for my Calendar, what work hours I work
03:07within, the templates that I'm using. I have a link here to my Personal Meeting
03:12Room; that is the meeting that requires no setup, but I can jump into a session
03:17with a coworker at any time.
03:19I can also adjust standard session options including options like the
03:24QuickStart page that displays whenever I join a WebEx session. I can opt for
03:29that to be displayed or not.
03:31I'll click Update to confirm my options.
03:36So by setting my Profile and Preferences in advance, I can customize the WebEx
03:42interface to my needs.
03:43By setting up the Training Manager in advance, I can be sure that the WebEx
03:48software is ready to run when I'm ready to start my session.
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Accessing the downloadable tools
00:00In addition to the standard features that you find when you log in to a
00:04WebEx Training Session, there are some add-on tools you might choose to
00:09download in advance.
00:11Click on your Training Center link at the top of your screen and click the
00:15Downloads menu in the lower left portion of your screen under Support.
00:20If the Support list is not shown, click the Arrow button to the right of Support
00:25to expand that menu.
00:28When you click Downloads, you'll see all the Training Center downloads that are available.
00:33At the top of the screen you see WebEx Training Manager. That's the application
00:37that is the WebEx interface itself.
00:40It's helpful to access the Downloads prior to the session to be sure the
00:45software is installed before you need it.
00:48This is especially useful for participants that are behind a firewall or are not
00:54in a position to install things on their local machines.
00:57You can send them the link to install the WebEx Training Manager prior to your session.
01:03Allow them to get permissions or change settings and install the software and
01:09then the software will be resident on their own machines when it's time for
01:13the session to begin.
01:14If they have any kind of limitations, it's critical that you deal with this days
01:18in advance rather than minutes in advance.
01:21If you intend to record your sessions and you want participants to be able to
01:26play back those recordings, you can ask them to download the proprietary
01:31player software. That way they can play back any WebEx recording on their local machines.
01:38The WebEx Poll Questionnaire Editor is a standalone view of the polling panel.
01:44When you download the Poll Questionnaire Editor you can create and save polling
01:49questions, then upload those polling questions at the start of your session and
01:54display them to participants at the appropriate time.
01:57See the movie that addresses the WebEx Poll Questionnaire Editor in more depth.
02:02The WebEx Universal Toolkit and Document Manager is a set of tools that supports
02:09your ability to load multimedia content into PowerPoint slides,
02:14then upload those PowerPoint slides into the WebEx interface and play back
02:19the multimedia content.
02:21And the last one, Productivity Tools, are add-ons to your standard
02:26communication tools like Microsoft Outlook, IBM Lotus Notes, Microsoft Office,
02:32or instant messengers.
02:34They allow you to quickly access WebEx sessions without having to log into WebEx separately.
02:41I think you'll find that in many cases, having access to these add-ons or these
02:46additional tools can help streamline your workflow.
02:49So when you log into WebEx, be sure to check out the Support Downloads window to
02:55see what downloads are available to you there.
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2. Creating WebEx Training Sessions
Creating an instant session
00:00Before you get started using WebEx, you'll want to create a session that you and
00:05your participants can log in to.
00:07You, as the host, will start by logging into the WebEx administrative space and
00:13you'll find yourself at the Welcome screen here.
00:15For our purposes today, we're going to be creating a training session, so I'll
00:20click on the button at the top left portion of the screen, Training Center,
00:24and it will display the live sessions that are available today that I can join as a participant.
00:30Notice the left side of the screen. There are menu items available.
00:34Under Host a Session, I have the option between scheduling an instant session or
00:40scheduling training.
00:41Let's first look at Instant Session.
00:44I'll click on the button and it prompts me to fill in the Name and the Password
00:48for this session. I'll start by just filling in the name.
00:52Session Passwords are not required, but if you'd like to restrict your session
00:56to just your group and you'd prefer not to have outsiders joining, a password can
01:02provide security for you.
01:03In addition, you can click Unlisted training session, which means as other
01:09participants log into the WebEx interface, they will not see your training
01:14session listed so they cannot register or join.
01:18You can also set the option for Audio Conference so that your telephone
01:22conference is set up for you.
01:24When you click Start Session, it will request that you give more details on the
01:29Audio Options. Click the drop-down list and select the appropriate choice.
01:34You can use WebEx internal Audio, which gives you a telephone number to join.
01:39You can use your own conference calling service, but you'll need to fill-in your
01:43conference call number, or you can choose to use Voice over IP only.
01:47The participants will need a headset and microphone to communicate with
01:51you during the session.
01:53If it's not important to integrate audio with your session, select None.
01:58This would be appropriate if you're going to dial the users directly or use
02:01an external conference system that does not need to integrate with WebEx for
02:05recording purposes.
02:08When I click on OK my session will begin.
02:11So this is my instant session, a quick way to get into WebEx and get
02:18started working right away.
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Scheduling and setting up a training session
00:00When you log in to your WebEx account, you find yourself at the Welcome page.
00:05If you want to set up a training session and adjust the defaults, start by
00:09clicking on the Training Center button. Then on the Menu on the left side, click
00:14on Schedule Training.
00:16A long form will display on the right side of the screen, and the first portion
00:22of the form is similar to what you saw when you created an instant session.
00:26Fill in your topic.
00:28You can choose to use a password if appropriate.
00:30You can also choose to show this session in a list that other WebEx users in
00:35your organization can choose to log in to.
00:38If you'd like to keep it unlisted, other WebEx users will not see your
00:43session in the list.
00:45If you know your session will have over 500 attendees, do click this checkbox
00:50to be sure that the WebEx session runs on a server that can accommodate that many users.
00:56Clicking on Automatically delete session after it ends helps you manage your
01:00session interface and keep things tidy.
01:03When you create a session, you might want to have the invitation that the
01:07attendees see sent to you too.
01:09So you can click that option to have a copy of the attendee invitation sent to you.
01:16If you click on Start Session, you've created an instant session just like we saw earlier.
01:22There are a lot of other options that you can change, and as I scroll down
01:27through this form, you can see the details that we'll discuss in depth in
01:32other movies.
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Selecting audio conference settings
00:00Once you fill in the session and access information, you'll want to make
00:04adjustments to the Audio Conference Settings.
00:07Scroll down to see the detail.
00:09By default, WebEx Audio is set as your option.
00:13That means you can use telephone calling or Voice over IP audio.
00:18It will depend on what your participants choose to use.
00:22The toll-free number assigned to this session will be displayed for participants
00:26to use and will be included in the invitation that is sent.
00:31If you have participants who will be joining from other countries, it's
00:35important that you also display the global call-in numbers.
00:40If you're concerned about noise on the line, click Mute attendees upon entry to
00:45be sure that you're not hearing participants join the session.
00:49There is an option here for Entry and exit tone set to No Tone.
00:53I encourage you to keep that set to the default setting.
00:56Otherwise, beeping and announcing names can be a noisy start to your session.
01:02I'll leave that set to No Tone.
01:04Audio Conference Settings can be changed if you click the drop-down list
01:08arrow to the right.
01:09If you choose to use a corporate telephony service, click on Other
01:14teleconference service here. Then fill in the phone number that you want your
01:19participants to use along with any instructions that they'll need to follow,
01:24like pressing star or pound or filling in a PIN number.
01:29This information will be displayed to them in the email invitation and when
01:33they join the session.
01:35If you prefer not to use telephony, but you'd rather have participants use Voice
01:40over IP or computer-based audio only, click Use VoIP only.
01:47Participants will need a microphone and speaker or a headset to join this
01:52session and participate in the audio.
01:55Again, Mute attendees upon entry is a great way to keep things quiet at the
02:02beginning of your session.
02:03I'll change mine back to WebEx Audio to allow my participants to select either
02:09telephone or Voice over IP for their audio choice.
02:13Select the None option if your intention is to dial the participants directly or
02:19integrated audio is not important to you.
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Setting a session's date, time, and occurrence
00:00If you're using the Schedule Training Session form as opposed to Instant
00:04Session, you're probably setting a date and time in the future.
00:09So scroll down to the Date and Time field.
00:12You'll notice the default time is right around now, whatever time you're logged in.
00:17Click on the dropdown list to change the month, the day of the month, or the year.
00:22I'm going to set mine for the 5th and change the start time hour, the start time
00:29minute, and AM or PM.
00:33If you plan to join this session with participants from other time zones, you
00:38might want to find out if those participants can join during business hours or
00:42whether it would be in the middle of the night for them.
00:45So I'm in Pacific Time, so when I display the Select Time Zones window, I
00:51automatically show Pacific Time.
00:54When I click on Plus, I can add other time zones to my list.
00:58So I'll choose Mountain Time, I'll add plus and choose Eastern Time, and when
01:09I click Show Time, it gives me a grid that displays the different times across the screen.
01:16That way, I can double-check that my time will be appropriate for all users.
01:21In my case, I might want to be sensitive to those users who are joining from
01:25Indiana, who would be starting at the end of their workday.
01:29I can also change the setting to allow participants to join a few minutes early.
01:34By default, participants are allowed to join 5 minutes before the start time,
01:39but I like to increase that time to 15 minutes or more to allow a bit of
01:44buffer, so that as participants are joining, I have time to help them adjust
01:49their audio settings, handle technical issues, or answer questions before we get
01:54started with the content.
01:56The Occurrence options allow me to set up the session to recur on a regular basis.
02:02If this were a college-level course, it would probably recur 15 times over
02:08the course of 15 weeks.
02:09I'll also set my estimated duration to the length of time I plan to be online.
02:15So I'll change mine to 2 hours.
02:17So as you can see, setting the date and the time in the future allows you to
02:22create a session with an invitation that you can send to participants, that
02:27gives them clear information about the start time, the end time, and how early
02:32they can join the session.
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Scheduling in-session hands-on labs
00:00Virtual classroom technology is intended to replicate the
00:03face-to-face classroom.
00:05But one element that's missing often is the ability for the participants to key
00:10along with the presenter or do practice activities on their own.
00:14If you scroll down on your Schedule Training Session form, notice the field for
00:20In-session Hands-On Lab.
00:22How this works is if you reserve computers from the Hands-on Labs, you can allow
00:28your participants to log in to a remote computer, not their own computer, but log
00:33in to a computer that has the software and activity files they'll need to
00:38complete their assignments during the training class.
00:42In order to set this up and use the Hands-on Lab, talk to your system
00:46administrator about your needs and what setup requirements you have.
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Requiring registration
00:00One option for inviting participants is just to generate a session and send out
00:06invitations, but if you're working in a corporation and you'd like to post
00:10your session on a calendar and allow participants to self-register, you'll want
00:15to make changes to the Registration options here in the Schedule Training Session form.
00:20So scroll down to Registration and notice your options are to require Attendee
00:25Registration and to approve automatically or manually approve registrations.
00:31When I click on Require attendee registration, I get much more detail to fill in.
00:37The registration close date--that is, how soon before the session starts that
00:41people can no longer register--the maximum number of registrants, wait listing,
00:48and cancellation timeframes.
00:50If you'd like to collect any special information from your participants as
00:54they register, click on the Customize Form button to bring up another window,
00:59and by default, the Registration options require their first name, last name, and email address.
01:05But, if you'd also like to gather from them their company information or their
01:10address, you can choose those options as well.
01:13If you'd like to add additional items to the registration form, use the options
01:18along the bottom of the screen to make your edits.
01:22If you do make edits to the registration form, be sure to save it with a new
01:26name so that you can use that form again later.
01:31The option for Automatically approve all registration requests saves you
01:36administrative time.
01:38Participants automatically receive information about the course as soon as they register.
01:43If you'd like to filter or evaluate registrants before you approve them, then
01:49keep this option unchecked.
01:51You'll have to go into the interface to approve or disapprove participants as they register.
01:58So, as you can see, Registration includes additional steps.
02:02It allows you to control who can join your session.
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Inviting attendees and presenters
00:00Participant registration may not be critical to you.
00:03It might be more important to you to just invite the participants that you
00:08want, send them a URL to join the session, give them information about the
00:12start time, end time, and materials available to them, and allow them to join if they choose to.
00:19To invite participants, scroll down on the Schedule Training Session form to
00:25the Attendees field.
00:28The Invited attendees box initially is empty.
00:31When you click on the Invite Attendees button, a window pops up that allows you
00:35to fill in your attendees' names, email address, telephone numbers, and whether
00:41or not you want that person to be added to your address book or if you'd like
00:46them to be a host in your session as an alternate for you.
00:49So I'll fill in a name here, and I can add this new attendee to my address book
00:57and click on Add Attendee.
00:59There is one extra step to the invitation process.
01:03At the top of your screen, you'll click on the checkbox to the left of the
01:07Invitee's name, then click Invite.
01:12Now, you can see that Greg Thomas's name is listed as an invited attendee.
01:17One other facet to the Attendees dialog box is the ability to access your address book.
01:23When I click on Invite Attendees, at the top-right portion of the screen, notice
01:28the Select Contacts button.
01:30When I click that, it opens up a new window and I can choose from my Personal
01:35Contacts, my Company Address Book, or other groups.
01:39These connections would need to have been set up ahead of time for me to
01:43actually access my Company Address Book or Personal Contacts list.
01:49For now, I'll close out of this window and if you had invited additional
01:53attendees, their name would be listed here.
01:57If you'll be producing a session for a subject matter expert or you'll have
02:01co-presenters joining your session, click on the Invite Presenters button, and
02:06just like we did for our Attendee, you can select your co-presenter's name from
02:11your contact list, or you can fill in their name as a presenter who will join
02:18your session with you.
02:20My personal rule of thumb is to always add someone to my address book.
02:25If I have invited them once, the chances are I will need to invite them again at another time.
02:30So save yourself time and add them to the address book. Then you can add them
02:34again to another session.
02:38Be sure to click on the check box to the left of that presenter's name and click on Invite.
02:44Double-check that the presenter's name shows in the Invited Presenters field.
02:50If you'd like to be sure that WebEx invites the correct people to the session,
02:55fill in the attendees and the presenters here.
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Setting session options and customizing a greeting
00:00Some training sessions require specific features be turned on in the session room.
00:06If you'd like to adjust those features prior to the start of the session, scroll
00:10down on the Schedule Training Session form to Session Options.
00:17The available features, or the default features, are listed in the field.
00:22To edit those, click the Edit Options button and you'll bring up a window
00:26that looks very similar to the Assign Privileges window that you see once
00:30you're logged into WebEx.
00:32You can see that the participants have the ability to chat, to use the File
00:36Transfer function, and to see video.
00:39Under the Attendee Privileges section, you might want to allow participants to
00:44record the session that you're presenting, send their own web camera video, and
00:50either see or not see the number of attendees or the names of the attendees
00:54listed in the Participant Panel.
00:56Also, you can allow participants to save or print the files that you load
01:02into the WebEx session.
01:04You can allow them to display thumbnail views of your slides or to control the
01:10movement to the next or previous page.
01:13If you'd like them to be able to use the annotation toolbar, you can click
01:17Annotate, and when they join, the annotation toolbar will be displayed.
01:22If security on the session is a concern, you may choose to exclude passwords
01:27from email sent to attendees.
01:31If you want to be sure that your participants are only people who have an
01:34account on your WebEx server, click Attendees must have an account to this
01:39service to attend session.
01:41Universal Communication Format relates to special content like audio, video, Flash.
01:47If you'd like participants to be able to share those types of files within the
01:51sessions, keep the Allow attendees to share checked.
01:55So as you can see, changing Session Options allow privileges and features to be
02:01available to participants or you can remove features and privileges that are
02:05inappropriate for the session.
02:08Click on Save to confirm your changes.
02:11In addition to the Session Options, the features available within the WebEx
02:16session, you can also set up a destination URL.
02:19For instance, if you'd like participants to go to a website and complete an
02:23assignment after the training is over, set the Destination URL, and when they
02:29finish the session, that window will automatically open.
02:33So I might send them to more training at www.lynda.com.
02:39Customizing a greeting is a way to be friendly and give instruction
02:44as participants join.
02:46When you click Customize greeting message, you see the default text is already filled in.
02:51You can change that to show whatever text you'd like.
02:56Be sure that you click the checkbox at the top of this window: Display this
03:01message when attendees join the session.
03:04The greeting is not turned on by default.
03:07And of course, remember to click on OK. So these Session Options allow you to
03:12create a WebEx session that suits your needs and gives the information that you
03:16need to give to your participants.
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Setting up breakout sessions
00:00One of the major advantages of using WebEx Training Center in contrast to
00:05WebEx Meeting Center is the ability for you to send your participants to
00:09subgroups or breakout groups.
00:12If you scroll down on your form to the Breakout Session Assignments Settings,
00:20you see that there is the option here to Enable Pre-Session Assignment.
00:24That means you can organize individual registrants into subgroups prior to the
00:31start of the session.
00:32That will save you time and reduce the administrative work that you'll need to
00:36do in the session itself.
00:38If you do choose to Enable Pre- Session Assignment, participants must
00:43register for the session.
00:45That way, you can be sure of who is joining, what their name is, and so forth.
00:50We'll talk more about this in the movie on breakout sessions.
00:54If it's not important that you group participants into subgroups prior to the
00:58training, or if registration is not enabled, you can always manually assign
01:04participants to breakout sessions once you get into the session room.
01:09We'll talk about breakout sessions in another movie.
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Editing email options
00:00There are many default emails that are set to go out to your participants.
00:05Let's take a look at what those defaults are.
00:07Scroll down in your form to Email Options and click on the Email Options button.
00:13Depending on how you invite participants to a session, they'll receive one of
00:18the three following emails:
00:19Invitation to Join a Training Session--that's prior to the session, an
00:24Invitation to the Training Session in Progress--that is, if you invite them once
00:28the session has already started, or Invitation to Register for a Session--that
00:33is, if you prefer them to register rather than just join anonymously.
00:38When changes are made, participants will see emails when a training session is
00:43rescheduled, when the information about joining a training session is changed,
00:49when the information about registering for a training session is changed, or
00:54when a training session is canceled.
00:56Let's just look at what that one looks like.
00:58You can see the text here and the Email Subject line says Training session canceled.
01:06Notice the text below shows a form that will fill in specific details about
01:13the host, the topic, the date and time, the download information, the contact information.
01:21All of these entries can be edited if necessary.
01:25If you do make any changes, just be sure to click on Update.
01:32If you're using the Registration function, emails will be sent when participants
01:38register for the session, when an attendee registration is pending, meaning it
01:43has not been approved yet, when attendee registration is confirmed, or when
01:49attendee registration is rejected.
01:53By default, attendees will be sent a reminder 24 hours before the session starts.
02:00You can change that time if you prefer that they're sent a message two hours
02:05before the session starts.
02:07Just drop down the list and change to the right time.
02:11You can add another email if you'd like for them to receive the reminder 24
02:15hours and 2 hours in advance.
02:18I'll click Add another reminder email and now my participants will receive two reminders.
02:25Again, the reminder email can be edited.
02:28If you click the Reminder link here, a new window opens and this allows you to
02:34change the text of the reminder.
02:37Notice, the fields are bracketed by percent signs.
02:40What falls in between those percent signs is automated.
02:43Don't edit that part;
02:45just edit the part outside the percent signs.
02:51You can also have reminders sent to those people you've invited to your session
02:55as presenter or host.
02:58The last email option available is Notification to Host Upon Attendee Joining a Session.
03:05That means for each participant who joins during the session, you'll receive an email.
03:12It may appear from this list that way too many emails are being sent, but really,
03:17they're being sent for specific purposes.
03:20So participants will not necessarily have an overabundance of emails.
03:25But the ones you want to control most carefully are the ones related to the reminders.
03:29When you're finished, click Update.
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Setting session information and adding course material
00:00To add an agenda, a description, a photo, or course materials, scroll down on
00:06your Schedule Training Session form to the Session Information field.
00:11Here, you can add in your objectives for your training or a description, and
00:17you can import a photo.
00:18If you know your participants won't actually see you during the training, it's
00:22helpful to have a photo to put a name with a face.
00:25It will only accept files that are smaller than 100 kilobytes.
00:30So be sure to size the file before you want to upload.
00:34Click on Import to attach the picture to the session.
00:42Scroll down to Course Material and click the Add Course Material button.
00:47You can add materials two ways.
00:49One is you can browse to the materials on your local machine, or if you've
00:55uploaded the file to your My WebEx first, you can select it from here.
01:00I'll browse to my local machine to find my file and click Open.
01:06If I know I'll deliver this training session again later, I would use the Upload
01:11button to add it to my WebEx.
01:13Then I'll click Add.
01:16Now, the participants will see the file attached to the Session Information when
01:21they're ready to join the session.
01:22So as you can see, there's some information that you might want to attach to
01:26your session to give easy access for your participants.
01:29
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Adding tests
00:00Another major advantage to using WebEx Training Center in contrast to the other
00:05WebEx products is that you can associate tests with your session and allow
00:10participants to take those tests and receive a score.
00:13If you scroll down to the end of your form, Tests is the last field that we're looking at.
00:19I'll click on the Add Test button and choose the Excel basics test that
00:24I created in advance.
00:26Then, I'll scroll down to the bottom of this and click Next, and I can change
00:33my Delivery options--whether I'm starting the test within a live session,
00:37delivering the test to participants via a website either before or after the
00:43session. I can associate a Time limit with the session, I can generate a Scoring
00:48and grading report, and I can allow the participants to take the test more than
00:53one time if I'd like them to continue to take it until they're successful.
00:57So I'm calling this test Excel basics.
01:01I'm going to deliver it to the participants within the live session.
01:05I won't have a time limit, but I do want to see a grading report, and I'm going
01:10to allow them to take the test two times.
01:13I'll click Save, and now my test is associated with my course and you can see
01:20that the delivery is In-session and the status is Not started.
01:25We'll cover creating tests in another movie.
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Saving settings as templates
00:00I want to give you a little bit of information about creating training
00:04sessions using a template.
00:06By default, in the top right corner of your Schedule Training Session form, you
00:13can see that the Set options using template is set to Training Center Default,
00:18but if you create the same room regularly and it has the same settings, the same
00:24features, the same materials or tests attached to it, you'll want to drop down
00:30the list next to Training Center Default, and choose that template.
00:35Now I already have a template for the Word basics course, but if this is the
00:40first time I'm running the Excel basics training, I can set all of my
00:44settings, all of my Preferences, my Duration, the Test, the Session Options,
00:51the Email Options, the Session Information and Description, the Course
00:56Material and so forth.
00:58And at the bottom of the form in the lower left portion, I have a button
01:02called Save As Template.
01:04When I click it, it prompts me to name the template so that name will display in
01:10the field in the top right corner.
01:12I'm going to call this Excel basics, I'll click Save, and next time I run an
01:20Excel training program, I'll simply choose Excel basics from the Template list,
01:26change to the correct time, and finally, click on this Schedule button to
01:32schedule my training and add it to the calendar.
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3. Participating in WebEx Sessions
Logging in from email
00:00When you invite participants via email, they'll receive the email in their inbox
00:06and will be able to click that email to join the session.
00:09As you can see in this email, we have information about the session topic, the
00:14host, the date, the start time, the session Number, and a password if a password was used.
00:23Scroll down to see the "join the training center information."
00:29Notice also the "join the session by phone."
00:33That gives the dial-in details.
00:35I am ready to join the session, so I'll click the link where it says Go To,
00:40to launch the WebEx Training Center window and the Session Information screen is displayed.
00:46Notice the Session status is Not Started, but the session is scheduled for a
00:51few minutes from now.
00:53The duration is two hours, and the agenda is showing here.
00:57I can also see the Audio conference information, the Host name, and as I scroll
01:02down, I also see that there is a handout available.
01:06I can access the handout by clicking the link to download the PDF.
01:11If this session is happening in the future, I would click Add to My Calendar to
01:16save the file to Outlook or whatever email tool I'm using.
01:20But it's just about start time.
01:23So I will scroll to the top portion of the screen, and fill-in my name and
01:27Email address here.
01:28This email was sent to Agnes.
01:30So Agnes would fill-in her email address in the Join Session Now space.
01:36The session presenter might have allowed the participants to join up to 30
01:41minutes prior to the start time.
01:44If it's within that 30 minutes, the Join Now button will be active.
01:49Click on Join Now to open the session room.
01:58The Audio Conference options prompts the participant to choose computer audio
02:03or telephone audio.
02:05So as you can see, entering a session from an email is very straightforward.
02:10If the participant had not yet installed the Training Manager Software, that
02:15would have happened automatically at this time.
02:18It's helpful to have the participant install the Training Manager Software
02:22early, in case there are any limitations with Firewall or Administrative
02:27Restrictions on user machines.
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Introducing the WebEx user interface
00:00Once logged in to the WebEx session, you'll find a fairly simple but dynamic
00:05interface. Note that the view is different whether you're logged in as a
00:09participant or as a presenter or host. There are menus and tabs along the top of
00:14the screen, feedback indicators along the bottom, and a series of panels to the
00:18right labeled with blue title bars.
00:21There is a large viewing area to the left.
00:23The default display in the viewer is the Session Info Tab, which shows
00:28some basic information like the Title of the session, the Host, and the
00:33Training session number.
00:34If you've uploaded a file, the file will be displayed here on the left side
00:39in the viewer space.
00:40If you're logged in as a presenter, your screen will have additional tools,
00:44menus, and panels too.
00:46If you're logged in as a participant, you'll see features and options that
00:51are available to you.
00:52The presenter can change what you see using the Assign Privileges dialog box.
00:57You might also see the Audio Test dialog or Audio Volume Controls.
01:03We will look more closely at the panels next.
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Understanding WebEx panels
00:00Each WebEx panel in the group has its own title bar.
00:03You can see here in blue, one is Participants, a listing of everyone who is
00:08logged in along with some details about their audio settings and the way in
00:12which they're logged in.
00:14You also see Chat, which is an in-session instant message tool, and if you're
00:20a host and presenter you'll have additional panels too, such as Polls, Q&A,
00:26and PowerPoint Notes.
00:28Each title bar has a small triangle or arrow button in the top-left corner that
00:33controls the display of that panel.
00:36Clicking the button will collapse and expand the panel so that you can use the
00:40features or get them out of the way.
00:42So go ahead and click that triangle or arrow to collapse the Participant Panel
00:47and click it again to expand.
00:49If you're using a PC or a Windows based computer, you'll see buttons at the top
00:55of the screen that act as toggles that will display or not display the panel.
01:00If you click the first one, the Participant Panel goes away and leaves more room for Chat.
01:05If you click it again, the Participant Panel is displayed.
01:10If you're using a Macintosh computer, you'll see those buttons at the bottom of the screen.
01:15Go ahead and click the button to display the Participant Panel or to hide
01:21the Participant Panel.
01:26None of these changes affect how the panels look to others.
01:29Each participant controls his own panels.
01:33In addition to the buttons that you see, you also have a Panels menu.
01:39If you're using a Windows-based machine, in addition to the buttons above the
01:43Participant Panel, you also see a Panels menu.
01:47It's a drop-down arrow in the top-right corner of the screen.
01:51When you click that button, you see options to restore the layouts to
01:55the original setup.
01:56You can hide panels or manage panels using this menu.
02:01If you're using a Macintosh computer, you'll find that same menu in the
02:05lower-right corner of the screen.
02:07Go ahead and click the menu now to explore the options that you have.
02:15If you're using a Windows-based machine, you'll also be able to grab the edge of
02:19the panel and drag it to make it wider.
02:24If you drag to the left, the panels become wider. If you drag to the right, the
02:28panels become more narrow.
02:31You can also use the dividing lines between the panels to make one panel shorter
02:37and the other one taller.
02:39So as you can see, each participant can control their own panels. And this
02:45becomes important later; you'll need to give participants instructions on how
02:49to control their panels so they're displaying the correct information at the
02:54right time.
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Sending and receiving chat messages
00:00The Chat Panel is very commonly used because it's easy and can serve as a
00:06primary or secondary communication tool.
00:09Like any Instant Messenger program, users can type text and send to the Host,
00:16Presenter, or Panelists, or to all Attendees.
00:20If the privilege is turned on, they can type messages to each other.
00:24Here, I'll type a message, I will send it to the entire audience, and it will be
00:30posted for everyone to see.
00:37When I post this chat message, all participants can see it and respond.
00:42Participants can respond publicly or ask questions publicly or privately.
00:48You'll see this message came in and is seen by all participants.
00:52Private messages are only seen by the person who they were addressed to.
01:02When I see Greg's message listed there, I can respond specifically to him and
01:07that information then is not seen by all participants.
01:14You can see that that message is labeled privately.
01:19Note that attendees can always chat with the presenters, hosts, and panelists,
01:24but the ability for attendees to chat with each other is actually turned off by
01:29default--an anti-note passing measure, no doubt.
01:33If it's a feature that you'll use, be sure to turn it on when the session room
01:37is created or when the room is opened at the start of the session.
01:42You do that as a presenter by right mouse button clicking on a participant name,
01:47in the Participants list, go to the Assign Privileges menu, and choose All
01:53attendees under the Communications section here. Then click on OK and that
01:59allows participants to type privately to each other.
02:03The difference between All Attendees and All Participants can be understood if
02:08you look closely at the participant list.
02:10Technically, everyone logged in is a Participant, but those who are not also a
02:16Host, Presenter, or Panelist are called Attendees.
02:19Chat is an excellent way to manage participant contributions during a session.
02:25Rather than take turns talking, which can be time-consuming and sometimes
02:29noisy, I recommend that Participants type more and speak less using chat simultaneously.
02:35Typed questions and responses typically come in much more quickly than verbal
02:40messages and are often easier to understand and to reference later.
02:45Clearly, some points require more detail than is reasonable to type, say more
02:50than a sentence or two.
02:52Some online courses focus on verbal skills and chat would not serve that purpose as well.
02:59In general, chat is a timesaver, because all your participants can respond in
03:04one minute rather than taking turns and responding individually.
03:08So it can be a real benefit when you're presenting to a large group.
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Viewing preloaded content
00:00A major advantage to using WebEx is the option to upload content files such as
00:05PowerPoint, Word, Excel, or even audio or video files before the session begins
00:12and then show them to the participants when you're ready.
00:15If given permission, participants can also upload files to display to each other.
00:21Also, if permissions are given, participants can advance slides, view thumbnails,
00:28or display other files.
00:30On this slide, notice that the participant can advance the slide by clicking
00:35the Next Page button.
00:36If animations are present the Next button will also animate the next text item.
00:43Participants can control the size of the display using the options in the lower left.
00:49The Full-Screen button increases the size of the file to cover the entire screen.
00:55Once the Full-Screen button is clicked, a Viewing toolbar is displayed at the
01:00top and to return to the normal view, the participant would click on the RETURN button.
01:07The participant can also change the zoom magnification using this menu and zoom
01:13into a particular percent size or just to Fit in Viewer.
01:18There's also a Zoom In and Zoom Out button represented by magnifying glass icons.
01:24And if the participant has permissions, their View menu will display Show
01:29Thumbnails, Hide Thumbnails, and the ability to advance through slides by
01:37clicking on the Next button.
01:40If the presenter makes a poll available to participants, participants can click
01:46on the answer and click Submit.
01:50When the presenter shows the results, this is what the participant sees.
01:55The question with the correct answer indicated with a green check mark, the bar
01:59graph representing the number of participants who answered that question who
02:04clicked that answer, and also the grade in the lower portion of this panel.
02:10I see that my grade is a 100% (1 out of 1 question).
02:15If the presenter is showing Web content, I'll see the webpage and I can click on it directly.
02:24I can choose from menus on the website, I can click on buttons, I can fill in forms.
02:33If the presenter shows video, this is what it will look like to the participant.
02:39So as a participant, you're relying on the presenter to show you content
02:46throughout the session.
02:47You have a bit of control over how you see that content but your best bet is
02:52just to go along for the ride.
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4. Prepping for Sessions
Logging in as a host and adjusting the session
00:00When you're ready to set up a session, join a session, or change preferences
00:06you'll want to log in as a host using the user ID and password that was provided
00:11by your system administrator.
00:13Go to the URL that gives you access to your account.
00:16Use the HOST Log In button in the top right portion of your screen.
00:22Fill in your name and password and click Log In.
00:27Once you're logged in, you can click on options like My WebEx.
00:32It gives you access to sessions that you've created or sessions that you're
00:36scheduled to attend and you'll see options along the left side like Productivity
00:42Tools Setup; that installs software on your local machine. You can access your
00:47contact list, any files that you've uploaded to the WebEx server, you can change
00:52your profile and see your reports. You can also find technical support
00:57information by clicking on the Support link on the left side.
01:01Later today, I'm running a session that participants have registered for,
01:06so I want to confirm the registrations.
01:09I'll click on the name of the session here, Word Basics, and as I scroll down
01:16through the form, notice a Manage Registrations button.
01:22I'll click Manage Registrations and notice that there are several participants
01:26who've registered for this training.
01:28I can approve or reject any of these participants.
01:32I'll click on the Pending tab to see each participant's name listed and then click
01:39the checkbox to the left of each participant's name.
01:43When I click Accept I get a prompt that says, Do you really want to accept
01:49all selected attendees?
01:51Just click OK. An email has now been sent to each participant to confirm that
01:56they are registered for this session and to provide login information.
02:01From here, I'll log in to the session room and set up my preferences.
02:06Logging in as a host gives you access to additional information beyond what you
02:10see just on the Welcome screen. So to get access to the features that you need,
02:16be sure to log in as a host using your ID and password.
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Creating tests
00:00One of the major advantages to using WebEx Training Center over a Meeting
00:05Center or other WebEx flavors is your ability to create and administer a test
00:10to your participants.
00:12To start, click the Training Center button at the top of your screen and in the
00:17menu on the left side, click on Test Library to open the window of your
00:22private and shared tests.
00:25Scroll down to the bottom of the screen to click Create New Test. A Create Test
00:31window opens. You can fill in the Title and fill in the Test Description.
00:36You can also choose to set a maximum score, assign a grade, or display your
00:42questions on one page or on separate pages.
00:45When you're done, click on Save.
00:48You can access tests that you've already created and edit them later.
00:53I'll click on the checkbox to the left of Excel basics and choose Edit.
00:59In this test you can see I've already created several questions.
01:02As I scroll down, you can see that I have a question that asks about formulas in
01:08absolute referencing.
01:09It's a true/false question.
01:11I've a multiple-choice question here about functions in Excel. I have a multiple
01:18answer question about copying formulas and I have a fill in the blank question
01:25about the average function.
01:27If you want to insert an additional question, click on the Insert Question link
01:34in the lower portion of the screen.
01:36You'll be prompted to choose a Question Type: Multiple-Choice, Multiple
01:41Response, Fill in the blanks, Essay, True/False, or you can just give
01:47instructions to the participants.
01:50Fill in your question here and fill in the answers down below.
01:55Click the correct answer on the right side and click Save.
02:00You can assign points for each correct answer.
02:03So, if some questions are more difficult or more important, you might give those
02:07questions more points and for easier questions you might assign fewer points.
02:12I'll make this question worth 20 points.
02:16Finally, I'll click Save.
02:19When you create a session room, you can assign this test to the session and the
02:24test can be delivered to participants during the session or before or after the session.
02:31Testing is a great way to find out that your participants are either prepared
02:36for the training, that they've learned what they needed to learn in the training,
02:40or that they're ready to move on to the next subject.
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Modifying session settings
00:00Before you actually start a session, you'll want to join the room early to set up
00:05the preferences that you'll need for this session.
00:08I'll click on the Start button on the far right side of the list of sessions.
00:16And once connected, I see an empty session room.
00:19Because I've enabled Audio Conference, it prompts me to choose my audio option.
00:25I'm going to be using voice over IP audio, so I'll click on Call Using Computer
00:30but because no one has joined yet, I'll mute my audio.
00:36You can also see that my QuickStart page is visible.
00:39This is an option that can be deselected when the session room is created.
00:43To change the session settings go to the Session menu, choose Session Options,
00:49and you'll see on the Communication tabs that there are several communication
00:52modes that you can allow or disallow.
00:55By default, chat, the question and answer panel, feedback icons like green
01:01checkmark, red X, hand raise, and emoticons are turned on, Video options are
01:07turned on, and Attention Tracking is also turned on.
01:11That's the feature that allows you to see when participants have moved
01:14another window to the foreground on their screen and WebEx is no longer the primary window.
01:20I know we're not going to be using question and answer during this session,
01:24so I'll uncheck Q & A. Also in this Training Session Options window I have
01:29an Import Mode tab.
01:31Double-check that the Universal Communications Format option is selected.
01:36This is the feature that ensures your PowerPoint file is converted to
01:40something that can maintain animations, transitions, and if you've embedded
01:46video or audio file or Flash files into your PowerPoint, those will also be
01:52displayed when you join the session.
01:55The Printer driver setting would install your PowerPoint in possibly a higher
02:00quality resolution but the animations and transitions will not display.
02:05I'll leave my setting set to the default and click on OK.
02:10In addition, I can choose the Session menu > Greeting Message and a new browser
02:16window opens to show me the default text of the greeting.
02:21If you'd like to change that message, just select the text that's here and type
02:25in the text you prefer to use.
02:28Remember to click the Display this message when attendees join the session
02:33checkbox in the top portion of the screen.
02:35This setting might also have been turned on when you initially created your session.
02:41Finally, click on OK. Return back to your WebEx window by clicking the WebEx
02:47ball icon that's resident on your taskbar.
02:50Another change you might want to make is click on the Session menu item and
02:55click Restrict Access. That will keep participants locked out of the room until
03:00you're ready to start.
03:03When it is time to start your session, click on Session > Restore Access.
03:09Later in the session I'm planning to use breakout rooms.
03:13So, I'll turn on the panel for breakout rooms to display on the right side of my screen.
03:19Use the More options and controls menu in the top right corner of your screen,
03:25click Manage Panels, and move the available panel,
03:29Breakout Session, to the right side.
03:32Once listed under Current panels, the Breakout Session panel will be available.
03:39If you'd like to allow participants to change the sequence of the panels, keep
03:43Allow participants to change checked.
03:46If you don't want participants to change the sequence of the panels--for
03:50instance, if you'd like to be able to reference the Participants panel in the
03:54top right corner or the Breakout Session panel in the lower right corner--
03:59uncheck that option, and click OK.
04:02These session setting changes can take a bit of time to set up, so it's ideal to
04:07do it well before the participants join the session.
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Assigning participant privileges
00:00Depending on the type of session you have planned or the activities that you'd
00:04like to include in your session, you might want participants to use different
00:07tools then what are available to them by default.
00:11In order to do this you'll change the Privileges by right mouse button clicking
00:16on a name in the participant list and going to Assign Privileges.
00:20Or from the menu, choosing participant, then Assign Privileges.
00:26When the Assign Privileges dialog box opens, you'll see the default settings or
00:32the settings that were set when the room was initially created.
00:36So, if you remember our Setting up a Session movie, you remember that you can
00:40assign privileges as the session room is being created, so you would use this
00:45Assign Privileges dialog box once the session is already running and you need to
00:50make changes to those privileges.
00:52At the top left, you see the Document field, where there are options for saving,
00:57printing, and annotating documents.
01:00This allows participants to download or print files that you've already uploaded
01:05into the software or to use drawing tools and draw right on the screen.
01:11I like that annotation option because it turns on an Annotation toolbar that
01:16we'll look at more closely later.
01:18In some sessions you might not want participants to see the names of the
01:23other people who are logged in, so in that case you would uncheck the
01:27Attendee list option.
01:28In this View space, you would change also the ability for participants to show
01:34the PowerPoint slides or the documents that you have uploaded in a Thumbnail
01:38view, or they could move ahead to Any page in the document without you.
01:43This is helpful if you want them to work on an assignment independently of you
01:48and you want them to be able to move ahead and read or access the activities.
01:52Participants can use their web cameras to display their own video to the rest of
01:58the audience members if the Send video checkbox is turned on.
02:03In that case they would see a button displayed to the right of their names that
02:07would allow them to turn on their webcams or turn them off.
02:11In another movie, we saw the ability for the participant to take over controls
02:16of the presenter's machine, with permission, and this checkbox allows that to be
02:21turned on when needed.
02:22If participants should record the session for their own use later on, click
02:27the Record the session option and they'll be able to save the file to their local drives.
02:32Make sure that they're aware of the fact these files are very large and they
02:36will need a player to play that file back.
02:39They would need to determine if they're saving the file as a proprietary WebEx
02:44recording or as a Windows media file.
02:47If you'd like participants to be able to upload documents, click on the
02:51Share documents button.
02:53And this one I think is very important. By default, participants can chat with
02:58the leaders of the session but they can't chat with each other.
03:01So if you'd like them to be able to communicate with other participants by
03:05typing in Chat, be sure to click the All attendees checkbox.
03:09And similarly, if you'd like them to be able to communicate in small groups using
03:14Breakout sessions, click the All attendees checkbox.
03:18And if you're in a hurry and you just want to give them all the privileges that
03:22they have available, click the All attendee privileges and that will fill in the
03:26checkboxes for the rest of the form.
03:28Attendee Privileges can be set prior to the session as the room is created and
03:33set up or they can be set on the fly during the session.
03:37Take the time to set the privileges before you start so that you don't need to
03:42turn on the privileges before each activity.
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5. Managing Participants
Understanding the Participant panel features
00:00Trainers often tell me that when they start presenting online using WebEx, it
00:05feels strange to not be able to see participants; I agree.
00:10And if you're a people person, the perceived lack of connection can make your
00:13job seem much harder to do online then it is face-to-face.
00:18But the Participant panel here in WebEx provides an interface and tools that you
00:23and your participants can use to substitute for some face-to-face communication.
00:28The Chat panel allows for typed messaging between presenters and hosts or
00:34presenters and participants.
00:36And as long as Permission is turned on, participants can message to each other too.
00:41In the Participant panel, the green check mark button is used to say yes and
00:47the red X to say no.
00:49You can see that here as the participants use those tools.
00:53So Greg if you could click on green check mark, Agnes we're seeing your
00:58checkmark show up here, so you can see that participants are able to communicate
01:05visually using these tools.
01:08They can also click on red X to say No.
01:11Greg if you could show your red X and Agnes your red X, you can see that the
01:15screen changes to give that feedback.
01:19My experience is typically participants don't use these tools without
01:23being invited to do so.
01:24So please encourage them to use those tools by posing the question and giving
01:29them specific instructions on what to click on.
01:32Yes and no can communicate almost as much as physical smiling and nodding do and
01:38remember each participant can control his own panels.
01:42Sometimes participants need to be reminded to reset panels.
01:46For instance when a poll is finished, you might want participants to collapse
01:50the Poll panel and expand the Chat panel.
01:54And just as an example I am collapsing the chat panel on the Presenter view. On
01:59the Participant view, Greg, if you would please, go ahead and collapse your Chat
02:04panel and then expand your Chat panel again.
02:08The presenter can see how many people have responded to the yes/no question by
02:13clicking on the Current Results button.
02:16I could see that three of my participants have responded no.
02:20The presenter can clear feedback using the Eraser button to remove the Xs from
02:26the display or remove the checkmarks from the display.
02:30So the Participant panel and the features there provide some support for that
02:35sort of instant feedback that we're used to using in a face-to-face format.
02:40It can provide an excellent substitute when you don't have the ability to
02:44read body language.
02:46There is one other item I'd like to add here and that is Participants can raise their hand.
02:52So if I want to take a show of hands, I would ask the participants, "Hey!
02:56Please show hand raise if you'd like to take over audio controls and share your example."
03:01Or "Please show hand raise if you agree with what I just said.
03:05So this is what hand raise looks like when the participants click Hand Raise.
03:10We can see the little hands showing and the number to the right of the hand
03:14raise shows the sequence in which the hands were raised, so I can call on
03:19individuals in turn.
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Using emoticons to engage participants
00:02Green Checkmark, Red X, and Hand Raise typically are used in response to a direct
00:07question. You want to find out if your participants are with you, if they are
00:11agreeing with what you're saying, or if they want to communicate directly.
00:14If you'd like to get more subtle feedback during this session, you want
00:18participants to give feedback at any time, teach them how to use the Emoticons Tool.
00:24You can see the Emoticons here represented by a yellow smiley face icon.
00:29And Greg, if you expand your Emoticons Palette we'll see it on the Macintosh.
00:35So if you expand the Emoticons Palette you'll see that there are 12 different
00:41icons that represent what the participants might be thinking about at that time.
00:46They might show applaud to tell you that they think what you just said was
00:49funny or they liked the feature that they just saw, they might show that they
00:53are satisfied, or coffee cup might mean that they feel like they need to take a break.
00:57You'll see these other emoticons are very subtle differences. Maybe they feel
01:02sleepy or they feel surprised or they feel like there's something to be worried
01:07about in that last segment that you just covered.
01:11So participants can let you know their status by changing their emoticons.
01:16Again, participants don't typically use these tools unless you invite them to do so.
01:22So at this point, I'd like to invite all participants to choose an emoticon that
01:27represents how they're feeling right now.
01:29Go ahead and click so that we can see those icons show up to the right of your name.
01:35So we can see different faces there.
01:37And notice that in some cases, you'll see a red exclamation point
01:43to the right of the participant's name.
01:45That's not an emoticon that that person chose to use. Instead it's WebEx's way
01:51of telling you that that person no longer has the WebEx software interface in
01:55the foreground; they maybe moved to email or moved to a Web Browser and they
02:01are off doing something else.
02:02That red Exclamation Point is your cue that participant is not really paying
02:07attention and not with you.
02:09If you click the red Exclamation Point in the lower right corner of the
02:12Presenter view, you can check the attendee Attentiveness levels and right now
02:18I'm seeing that 20% of my attendees, in this case one person, is inattentive.
02:24I don't recommend that you use that information to punish the person or to call
02:29on them to make them participate.
02:31In my experience that person is just distracted for some reason and in the times
02:36that I've tried to call on the person to get them to participate I just get
02:41silence, I don't get any response at all because they're distracted and they've
02:45maybe stepped away from their desk.
02:47So don't feel like you need to make everyone participate; just know that when
02:52you see that Red Checkmark, that person isn't really with you, but they may be
02:56answering an urgent email.
02:57There are also some tools to the left of the Emoticon icon that shows Go
03:03Faster and Go Slower.
03:05That's a participant's way of telling you that they are ready to move on or that
03:09they need to take a little bit more time.
03:11So participants, if you'd go ahead and change your speed control, we can see the
03:17icon show up to the right of your name.
03:20Many times I'll ask the participants to show the Coffee Cup icon while they are
03:25away on break, so I know that they're stepped away from their desk.
03:29When they come back from the session I ask them to show Green Checkmark to
03:34let me know that they've returned to the session and that they are ready to start again.
03:38So participants, we're about to take a break. Please show your Coffee Cup icon.
03:43When you're back in your seat please show Green Checkmark, and then Green
03:48Checkmark to show that you've returned.
03:51So this is what it looks like on a PC, and this is what it looks like on a Mac.
03:56Again, the presenter can clear all of the feedback icons by clicking on this
04:01Eraser Tool or the Clear Feedback Tool.
04:05So, as you can see, even though we are not able to see the participants and read
04:10their body language or see eye contact, we can use these feedback tools to
04:14communicate effectively during the session.
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Activating audio and video controls
00:00Audio options are set when you create a session and enable telephone audio,
00:06Voice over IP audio, or both.
00:08As participants join the session, they'll be prompted to access telephone audio
00:13or Voice over IP audio, and once they make their selection, you'll see an icon
00:19to the left of their name displaying how they've joined the audio.
00:22A microphone icon will also show up to the right of the person's name.
00:26That microphone icon controls whether or not their audio is muted or unmuted.
00:31If you've set the Mute Attendees upon Entry, they will be muted as they join.
00:37To unmute their audio, they'll need to click the microphone button to the right
00:41of their names. I'll click mine now, you'll hear a tone, and when I click my
00:46microphone icon again, a tone tells me my audio has been muted.
00:50If a participant's microphone is open and I can hear background noise, I can
00:56click the person's microphone to mute them.
00:59That's very handy when participants don't realize their microphone is open and
01:04maybe have even walked away from their desks.
01:06If I'd like to show my web camera image to participants, I can click the camera
01:11or Start my video icon.
01:15My web camera image displays in the top portion of the participant panel.
01:20I can change whose image is displayed by using the Lock button in the lower
01:24left, choose specify participants, choose my name or any one participant's name, and click OK.
01:35This makes my web camera the active screen and participants can see me as I'm
01:41teaching the session.
01:44If you'd like to enable participants' video, be sure that you change the
01:48attendee privileges to use Send Video.
01:52Then the participants also see a camera icon to the right of their own names
02:04and when they click, I can see the participants' cameras as well.
02:08I'll need to go back to the Lock button, choose the active speaker, and click OK.
02:14And now whoever's talking will be seen in the Participant panel.
02:18You can show up to six different web cameras at once and know that your
02:23bandwidth may be burdened by multiple cameras being displayed at the same time.
02:27So if you're having any kind of technical difficulties where the software is
02:31behaving slowly or sluggishly, turn off the web cameras.
02:36Ask participants to click the green camera icon to turn off.
02:43Go ahead Greg, if you would please, turn off your camera.
02:48While you can mute and unmute someone's audio, for privacy reasons you cannot
02:53turn on and off their camera.
02:55Remember, those features would need to be turned on in advance, so participants
03:00can use them when they join.
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Changing participant roles
00:00We presenters like to see what's going on participants' machines, but in the
00:05WebEx interface it can be hard to observe somebody as they're working.
00:10In those cases, you might want to ask a participant to application share back to
00:15you, as we saw in another movie, or you might just want to have a participant
00:19upload a file that's available on their machine.
00:22In some cases, you might be playing the role of the host while another attendee
00:27is really the subject matter expert or the presenter in the session.
00:31In that case, you can upgrade their level of privilege to give them presenter
00:36controls and they'll be able to use the interface the way that you've been using
00:41it up until this point.
00:42So in this case I'm going to turn over controls to Greg, so that he can upload a file for us.
00:48So the first thing I'll do is click on Greg's name on the Participant panel.
00:53I'll click on the blue and green ball button called Make Presenter.
00:58Once I do that I see a pop-up that tells me that I'm passing the controls to
01:03Greg and his screen will look like this.
01:07You can now see that Greg has the blue and green ball to the left of his name.
01:12And at this point, Greg, if you're ready, you can go to the File menu, choose
01:17Open and Share, select the file that you want to upload. And it will take a few
01:23seconds to upload, but then we'll see your file in a new tab across the top of the screen.
01:29So on screen now we're seeing the invoice file that Greg uploaded.
01:33If I need to take back controls from Greg at this point, I would click back on
01:38my own name and click on Make Presenter.
01:41A pop-up will show on my screen that I am now the presenter.
01:45I can do this also with the right mouse button by right mouse button clicking,
01:51clicking on Change Role To, and I can make Greg a Presenter, a Panelist, who has
01:58a limited amount of privilege but more than an Attendee, or I can make Greg the
02:03Host if I'm going to be exiting the session and leaving him to run the program.
02:08So turning over Presenter controls to a participant is something that you might
02:13want to do if you need another person to upload a file, share a file on their
02:18screen, or present content.
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Inviting and expelling participants after the session has started
00:00As you might remember, when we were first creating a session room we had the
00:04opportunity to invite participants.
00:06We were able to choose names from an address book or just fill in names.
00:12If you've already started the session, but forgot to invite somebody, or the
00:16"somebody" hasn't shown up yet and you want to send a reminder, use the
00:20Participant menu > Invite and Remind.
00:24When you open the dialog box you see a space for Invitees. This is where you
00:28would fill in their email address.
00:30So I'm going to one attendee that's missing and I can click Send to email the
00:37message to Liz to allow her to access the room with a URL.
00:43As you can see above, the tabs here allow you to invite using other
00:47methods besides email.
00:49You could also just copy the URL and paste it into your standard email
00:54application to send it sort of your regular way of sending email as opposed to
00:59from the WebEx interface.
01:01It's helpful to use Invite and Remind if somebody hasn't shown up or you did not
01:06invite them in the first place.
01:08In addition to inviting participants, you can kick participants out of sessions.
01:14So I've noticed that Mary has not participated in a long time, in fact I can see
01:19that the red exclamation point
01:22tells me that she's not paying attention or the WebEx window is not in the foreground.
01:27If I want to remove her from the session, I'd click on her name, choose
01:32Participant, then Expel.
01:34It says, do you really want to expel her from this session, I'll say Yes, and
01:39that person is no longer in the session room.
01:41It might seem drastic to kick a person out of the session, but it's helpful
01:47sometimes if a person is having connectivity problems or technical problems and
01:51can't shut down the session room on their own.
01:54Pushing them out of the session and allowing them to rejoin might be the best
01:59option for them to regain access to the session and get back on track.
02:04So you can invite participants before the session or during the session and you
02:08can remove participants from the session as needed.
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Using the Q&A panel
00:00The Q&A, or Question and Answer, Panel is an excellent way to manage and filter
00:06incoming questions from participants without them seeing each other's questions.
00:11It works somewhat like private chat in that questions are seen by the presenters
00:16or hosts or panelists, but not by the other participants.
00:21You can see here on the Presenters screen, as I transition over to the Question
00:25and Answer Panel, that there is a space at the bottom where a question can be
00:30typed and as participants type to me... go ahead Greg, if you would type your
00:36message and click on Send.
00:40You want to address it to me as the Host or Host & Presenter or to All Panelists.
00:47In that case the leaders of the session see the question and you can be
00:52specific about which leaders see it, but the participants do not see each other's questions.
00:58So Greg is asking, Can you copy formulas?
01:01If I click on his question I now have the ability to send or send privately.
01:07So I can type an answer that says, Yes, you can.
01:12Just use copy and paste commands. And I am able to send my response to this
01:21person individually or to all participants.
01:24So if just click on Send Privately and then click on Send, only Greg sees that
01:30question and answer.
01:32This is how it looks on a Mac.
01:35I see two other questions coming in here. One from Bob:
01:38Will we be covering absolute referencing?
01:41I can click and say, Yes.
01:45Click Send, and that question then is displayed for all participants and the
01:50answer is also displayed for all participants.
01:54In the case of Agnes' question, will we take a break soon?
01:57I might just say aloud, "Hi Agnes!
01:59I see your question there and yes we are going to take a break at 15
02:04minutes past the hour."
02:05So I don't need to type my responses if it's not convenient to type, in fact as
02:09you're presenting it can be quite difficult for the presenter to type.
02:14You might rely on your host or other panelists to respond to questions in the
02:19Question and Answer Panel, especially when it comes to technical issues.
02:23If individuals are having technical problems, it's nice to be able to keep those
02:28private so that all the participants are not alarmed by individuals' technical
02:34problems and all participants are not seeing the conversation about that
02:38technical problem taking place.
02:40You might choose to use question and answer in conjunction with chat or instead of chat.
02:46I know that some presenters, especially when presenting to a very large audience,
02:51will restrict the communication just to question and answer so that participants
02:57are not distracted by the items coming in.
03:00If I do not have the Question and Answer Panel showing, it's helpful to see that
03:05to the right of the individual's name in the Participant Panel, a little question
03:11icon shows up to indicate me this person has asked a question and that will
03:16alert me to open the Question and Answer Panel and read their question.
03:20If something is directed to me, I'm seeing a separate tab in the Question and Answer Panel.
03:26This keeps clear questions that are sent to the hosts, the presenters, or
03:32individual panelists or just specifically to me.
03:35If I have a question from an individual and I want to defer it to someone else--
03:40maybe I don't know the answer to the question--I can click on Send Privately.
03:45The Respond Privately dialog box pops up and I can defer to another individual,
03:51I can dismiss it if I think it's not important, and by default I can use the custom response.
03:57So if there are questions that I can't get to during this session I can just
04:01dismiss them and move on or defer them to a helper who can answer that question later.
04:08I can also customize the text of that and say, ask me again later.
04:19I think you'll find that the Question and Answer Panel is a nice way to
04:22filter questions and control questions without the entire audience witnessing
04:27that conversation.
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6. Displaying Content
Uploading files and polls to share
00:00One way for WebEx presenters to show files to participants is to upload
00:05them into the Viewer.
00:06That is that large space to the left-side of the window.
00:10You can load a variety of files, including PowerPoint, Word, Excel, PDF, WMV, or
00:18even WRF, that is WebEx Recording Files.
00:21In contrast to application or desktop sharing, uploading files in advance makes
00:27it easier for you to manage files, and the performance can be better too
00:31because the file is cached to the users rather than you pushing it across the
00:36Internet in real-time.
00:38This is especially important for video files or if you or your users are on a
00:43low bandwidth or compromised network connection.
00:47It might take a few minutes to upload, but once you do, you'll be able to switch
00:51between files by clicking the tabs across the top of the Viewer.
00:55When poll files are opened, they display in the Polling Panel on the right
01:00side of the screen.
01:02There are three routes you can take to upload a file from your computer.
01:06If your Quick Start page is open--this is something that would have been turned
01:12on when the Session Room was created--you have easy access to some commonly used features.
01:18Notice at the bottom of the Quick Start page, there's a Share My Desktop button.
01:25To the right of that, a drop-down list gives me access to Share File (Including Video).
01:32When I click that, I can navigate to the folder on my computer, access the file
01:39that I want, and click on Open.
01:42Here I can see the PowerPoint file has loaded.
01:46It will take up to a few minutes to load depending on the size of the file and
01:51your connection quality and speed.
01:54Once the upload is complete, the first page or first slide will display in a
01:59new tab in the Viewer.
02:01Another option for uploading a file is to go to the File Menu, choose Open and
02:06Share, select the file from the list, and click Open.
02:15Again, you'll see a new tab display at the top of your screen, and now you can
02:21switch between the files that have been opened.
02:25The third option is to choose the Share Menu > File, and again, navigate to the
02:32file that you want, select it, and click Open, and we now see the third tab
02:39displayed at the top of the screen.
02:42To open a poll file, choose File from the menu > Open Poll Questions.
02:50Again, navigate to the folder where those files are stored, and you'll notice
02:56poll files use an ATP extension.
02:59Again, select the file that you want and click on Open.
03:03To see the poll file, expand the Polling Window and you can see that the poll
03:10information is displayed here.
03:12In addition, you could choose the Open button here in the Polling Panel and a
03:18Poll2 page displays.
03:21Then an Open dialog box displays.
03:25Choose the file that you want and click Open.
03:30You'll find out more later about using polls and displaying them to participants.
03:36In addition to uploading files to display during the session, you might want to
03:40upload files that are transferred to participants during the session, files that
03:45might otherwise get attached to an e-mail invitation.
03:49You might include handouts, especially if files are large, reading materials,
03:55worksheets, templates, job aids, things the participants will save, open, use,
04:02save again on their own computer.
04:05It's always wise to have the required files uploaded in advance so participants
04:11can access them as soon as they log in.
04:13Upload them even if you've already e- mailed, because it's better to have it and
04:17not need it than to need it and be scrambling at the last minute to find it.
04:22All of what we've covered here is related to uploading files, literally
04:27transferring files from your computer to a network server at WebEx, and using
04:32File Transfer to transfer files to participants' computers.
04:37If your machine were to fail at this time, another presenter could take over
04:42advancing the slides and displaying content.
04:44You also can set privileges that allow or disallow participants to view uploaded
04:50files how they choose.
04:52They can advance slides at their own pace, go backwards, skip ahead, or see
04:58slides in a thumbnail view.
05:00You can also allow them to save and print files that have been uploaded.
05:06You'll see more about this when we talk about participant privileges.
05:10Let me show you the File Transfer dialog.
05:13I'll choose from the menu, File > Transfer. The window opens.
05:20Notice there are no files loaded at this time.
05:24When I click the File Share button, I can again navigate to my local drive, find
05:30the file I need, and upload it into the Transfer Window.
05:37I can select the file from the list and choose Open.
05:42On the participants' side, they would select the file and click the Download
05:47button to save that file to their own local machine.
05:50When you close the File Transfer window, the file is removed.
05:55So keep it open until everyone has downloaded the file.
06:01I recommend you always upload files in advance so that everything that you need
06:06is available with the fewest number of clicks.
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Displaying slides and animations
00:00For each file that is loaded, a tab is displayed across the top of the viewer.
00:06Quick Start and Session Info are already there when you log in.
00:10But we also see the PowerPoint file and Excel files labeled.
00:15Each tab has an X in the top right that will close the file, that is, empty
00:21it from this viewer.
00:23If you've uploaded a PowerPoint slide you'll see a small controller at the top of the screen.
00:29Clicking the arrow to the right will advance the slide to the next page.
00:34Clicking the arrow to the left will move to the previous page.
00:38If in PowerPoint you assigned animations to your slide, clicking Next will
00:43display each of the items in turn.
00:48Notice also a drop-down list arrow that allows you to jump from one slide to the next.
00:54So I can move through the presentation quickly without clicking Next for each slide.
01:00If you've used the Title field in PowerPoint, the text will display in this
01:06drop-down list, so you will be able to move to a slide based on its name or the
01:12text at the top of the slide instead of just the number as we see here.
01:17I'll move back to the first slide.
01:21Notice also in the lower left portion of the screen, you have some controllers
01:26that allow you to change the size of the viewer.
01:29On my screen I'm displaying this slide in 96% view.
01:34When I click this button, I can increase the size or decrease the size to make
01:39it easier for me to see. I'll set it to 100%.
01:44I also have zoom controls.
01:46Zoom In and Zoom Out will allow me to increase or decrease with a single click.
01:52I can show the Thumbnail view of my slides. That makes it easy for me to find
01:58a slide and move ahead to that slide. And I can use an option called Sync
02:03Display for All, which insures my participants are seeing the interface the
02:08same way that I see it.
02:10Full Screen increases the size of the view to take over my entire screen.
02:16I no longer see the panels on the right side, but instead I see a toolbar at the
02:21top that lets me make changes to the view as I need.
02:26So if I want to see if participants are typing in chat, I can open the Chat
02:31panel and it layers over the top of my Full Screen view.
02:36It can be challenging to work in this view, because it takes up so much space
02:40that I'm covering up all of the other tools in WebEx.
02:44I'll click Return to display my screen in Normal view and I'll turn off the
02:50Thumbnails when I don't need them.
02:52So as you can see, displaying slides and animations is fairly straightforward,
02:58but you will want to practice before you have students in your session.
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Annotating slides and whiteboards
00:00When you're using PowerPoint slides in WebEx, you might want to use Annotation
00:06Tools to draw attention to specific things on the screen.
00:10For instance, if I want to point out a specific objective from this training
00:14session, I can turn on my Pointer Tool using the Annotation Toolbar displayed at
00:19the top of my screen.
00:21When I click it, it turns on an arrow that has my name associated with it.
00:26So as I click on the bulleted items, I am drawing the user's attention to these items.
00:32I can change the Pointer Type by clicking on the drop-down list to the right of
00:37the arrow, clicking on the Laser Pointer Tool, and then when I click, I have a
00:42red dot rather than a red arrow.
00:47I also have tools across the top of my screen that allow me to highlight or draw
00:52on screen as needed.
00:54So if I really want to draw attention, I can use a tool like that.
00:58It's fun to turn on Annotation Tools for my participants to use as well.
01:03So I'll start by clearing my annotations by using the Eraser Tool > Clear My
01:09Annotations and again, the Eraser Tool> Clear My Pointer, to make sure my
01:16screen is clear and ready to go.
01:19Then, to assign privileges to my participants, I'll move to the Participant
01:24Panel on the right side of my screen, right mouse button click on a participant
01:29name, click Assign Privileges to open the Assign Privileges dialog box, and
01:36notice that the Annotate function is not turned on for my participants, so they
01:41do not see a toolbar at the top of their screen.
01:45Once I click that and click on OK, participants will see the Annotation Toolbar
01:51show up at the top of the screen here.
01:54This is what it looks like on a user's machine.
01:58Again, I'll clear those annotations, and now I'd like to invite my participants
02:03to use their Annotation Tool to work on an activity with me.
02:08So I'll move ahead to the correct slide.
02:11I'll invite the participants to use their Arrow or Pointer Tool.
02:17And in addition to teaching them to use the tools, I also like to add some kind
02:24of instruction on the slide so it's obvious to them what we're doing here.
02:29So Greg, Bob, Agnes, and Susan, if you'd like to participate in this
02:34activity, please click your Arrow Tool at the top left portion of your screen
02:39and then move your name pointer to identify the Excel features that I'll ask you about next.
02:45So if you know where the Excel Ribbon is, please point to it on your screen.
02:54If you recognize column headings, please click on Column Headings on your screen.
03:05Please point to Row Headings on your screen.
03:13Please point to the Formula Bar.
03:18Agnes has it right.
03:22Please point to a place on the screen where the active cell is shown.
03:31And then please point to Cell F11.
03:36An activity like this is an excellent way to review things that are going on on
03:41screen, to get participants involved, and using the features of WebEx.
03:47In addition to the Arrow Tool, you can see that there is a capital T, Text Tool,
03:54and participants can use this Text Tool to type text right on screen.
03:59This particular screen may not be appropriate for text at this point, but keep
04:04in mind, there's also a Whiteboard feature that you might want to use.
04:08So I'm going to open up a Whiteboard tab. I'll use the Share Menu, and I'll
04:14click on Whiteboard, and I now see a blank screen displayed as a new tab.
04:20I like to use Whiteboards if I'm going to ask participants to share a lot of
04:26text on the screen at one time or shout out answers to an open-ended question.
04:31I typically encourage participants to first use their name pointer to claim real
04:36estate on the screen, then to use their Text Tool to position an insertion point
04:42to the right of that arrow, and type.
04:45So if I ask a question like, hey everybody, where are you joining from today?
04:50Go ahead and type your city and state on-screen.
04:55When you're finished typing, be sure to click away to finish the entry.
05:07In addition to the name pointer and the Text Tool, you also see Annotation Tools
05:14like the Line Tool, the Arrow.
05:17Go ahead and explore those options using your mouse pointer and the Annotation
05:23Toolbar that you see.
05:26You can draw circles, checkmarks, Xs.
05:35You can use a free-form marker, and you can change the color of the marker that
05:43you're using by selecting the drop-down arrow to the right of the color box and
05:48pick any color that you choose.
05:54When it comes time to clear the screen, use the Eraser Tool to delete what's on screen.
06:00Participants can delete their own pointers and their own annotations, but you as
06:05the presenter can clear all annotations and all pointers.
06:09So use the drop-down list arrow to the right of the Eraser and choose Clear My
06:14Pointer or Clear My Annotations.
06:18Annotation Tools are used for more than just scribbling.
06:21It is useful when you want participants to show the steps in a flowchart, to
06:27label a screen or a process.
06:29You'll want to set up the activity in advance so that you have instructions on
06:34screen and so it's easy for the participants to follow along.
06:38Remember, the Annotation Toolbar must be turned on for participants to use it,
06:43but as a presenter it's turned on for you automatically.
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Presenting audio and video files
00:00Video and audio files, like other files, should be uploaded into the WebEx
00:06viewer prior to the start of the session so that they're ready to use when the time comes.
00:12Do this by choosing the Share menu, choose File, then navigate to where that file
00:19is stored on your own drive.
00:24When you click Open, you'll see the file load into the viewer window on a new tab.
00:31You'll see the first frame of a video file with the Play button prominently
00:36displayed in the middle of the screen.
00:38You also see additional information along the lower edge of the video screen.
00:44You can see a Play button, a scroll button that allows you to move ahead to a
00:49specific point in the file, you can see the duration of the video file, audio
00:55controls, and full-screen controls.
00:58This button allows you to increase the size of the image.
01:02I'll click on Play to show you a sample. (video playing)
01:05(video playing) If you need to remove the video file from the viewer, of course you can click
01:23the X in the top right corner of the tab.
01:26If you have an audio file to share, you can use the same procedure, Share > File,
01:33navigate to where that file is loaded, and double-click the filename to open the audio file.
01:42The only image you will see is an icon representing the audio file.
01:46When you click Play, you and the participants will also hear the audio file. (audio playing)
01:55As you can see, uploading audio and video files is as easy as uploading any other
02:02file into the software interface.
02:04Be sure to load the file and test it in advance to make sure that it looks right
02:09to the participants on their screens.
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Sharing a live application
00:00Some training is more demonstration-oriented rather than just a display of static files.
00:07For this, you can use Application Sharing, where you select a single software
00:12program and show it to the audience,
00:14or Desktop Sharing, where anything active on your desktop can be brought to the
00:18foreground and displayed.
00:20Once shared, everything that you do with the mouse or the keyboard is seen by participants.
00:25Sharing can be paused, so that you can make changes without those changes being seen.
00:30Even the WebEx Session Room itself can be shared if your purpose is to
00:34teach someone WebEx.
00:36So I'd like to start sharing now, and in this case I am going to use
00:40Application Sharing.
00:41I'll choose the Share Menu > Application. Because I already have the Excel program
00:47running and the file open, I can choose it from the menu.
00:51So I'm clicking on Microsoft Excel and the application comes to the foreground.
00:57On my screen I'm seeing the Excel window as I normally would see Excel.
01:03But I also have a Sharing Toolbar that displays across the top of the screen.
01:08I have a STOP SHARING button, Pause, a Share control button that lets me
01:13change what I'm sharing, an Assign button that lets me turn over controls to a participant,
01:19and I also see buttons on the right side of the screen that allow me to bring up
01:23my panels that would normally be displayed on the right side.
01:27So I am going to click on the Participant Panel to display it and I can also
01:31click on the Chat Panel, so if I want to continue to follow the conversation, I
01:35can see that by choosing those panels.
01:37In this case, I'd like to show participants how to use the AutoSum function.
01:42So I am going to click in Cell F3. I'd like to total all the numbers in Row 3.
01:48I'll click on the AutoSum button and it shows that the formula fills in
01:53automatically and displays for me which numbers will be totaled, and when I
01:58press Enter, my total displays in Cell F3.
02:02If at any point I need to turn over controls to a participant, which I might do
02:07if I want to be sure that they understood the steps, I can turn over controls by
02:12choosing Assign, and then Pass Keyboard and Mouse Control.
02:18In this case, I'll turn over controls to Greg.
02:21And I do want to give Greg clear instructions on what to do next.
02:24So Greg, if you would, please take your mouse and click in Cell F4.
02:32You can see that Greg is now controlling my mouse.
02:35Once there, click on the AutoSum button that you see on the Ribbon at the top of your screen.
02:41And Greg is currently controlling my version of Excel.
02:45By clicking on AutoSum, he sees the same feedback that I saw a moment ago, and
02:50Greg, if you would, press Enter.
02:52So the total in Cell F4 is displayed.
02:55This is a great way to be sure your participants were following along with the
03:00procedures and that they're able to perform the procedures on their own.
03:04Now, be careful. If I was Desktop Sharing at this point, Greg would have control
03:11over anything running on my Desktop.
03:14He could even close down Excel and open my mail or go and look at other things
03:19running on my Desktop.
03:21Application Sharing is a more efficient way to share something that's running on
03:26your computer and really allows for more security, because participants could
03:31not then move to some other application to look at what's going on there.
03:36Greg is still controlling my interface here, so once the assignment is
03:41completed, I want to take away controls from Greg.
03:44So I'll drop down the Assign button and choose Pass Keyboard and Mouse Control
03:50and then uncheck Greg's name in the list.
03:54If I want to draw attention to an item on the screen, I can use the Annotation Tool.
04:00When I click it, I now have a Pen that lets me draw or write on the screen.
04:05I might be talking to the participants on how they might want to copy that
04:09formula down or total down at the bottom of the screen.
04:14I could also give over Annotation controls to the participants if I want them
04:18to annotate on screen.
04:22I'll turn off the Annotation Tools, and on the participant's screen you'll see a
04:27similar toolbar displayed across the top, but of course participants don't have
04:32the level of control that the presenter has.
04:35They only have the ability to open panels that they might want to use to ask a
04:41question by typing in Chat or raising their hand in the Participant Panel.
04:46Greg or Agnes, if you have a question at this time, go ahead and raise your hand
04:51or just type your question in Chat. Okay.
04:56I can see that Greg's hand is raised and at this point I could call on him to speak up.
05:01For now, I am going to stop sharing this application.
05:06So Application Sharing is an excellent way to use the features available to
05:13you in the software product that you're teaching and show that in real-time to participants.
05:19If you're in a situation where you want to see what's running on a participant's
05:23machine--maybe they're having technical difficulties in their version of Excel--
05:27you could turn over presenter controls. And I am going to do that now by
05:32clicking on Greg's name in the Participant Pane. I can click on Make Presenter,
05:36and the screen changes to show the little WebEx ball to the left of Greg's name.
05:42At this point, Greg, if you would, please make sure that your Excel file is open
05:47and running on your Desktop.
05:49Then go to your Share window, choose Application, and select the Excel file from the list.
05:56Okay.
05:57So we are now seeing Greg's Excel window, and because Greg is using a Macintosh
06:03computer, the Ribbon across the top of the screen looks a little bit different.
06:06So Greg, if you would, please click on Cell F3. Then click on the AutoSum
06:11button, which is just there just above the Formulas button.
06:16Good, go ahead and click on that, you see the =SUM, press Enter.
06:22So in this instance, because I'm coaching Greg, I might take it a step further
06:26and give him more guidance on what else he can do with Excel.
06:29So Greg, please click on Cell F3, and notice in the lower right corner you have
06:35what looks like a little handle. Click that, and drag all the way down to Cell
06:40F10, which is Lu's sales numbers, and release. And that has now filled in the
06:47totals for the rest of the staff.
06:51If you'd like to use the AutoSum function again, you can total the totals in Cell F11.
06:58Click in F11, use AutoSum, and Excel knows to calculate vertically, because
07:05that's where the numbers are.
07:06To the left of Cell F11 there is only text, so it does not try to total that text.
07:12And press Enter, and you can see the total is 1458. Thanks Greg!
07:17So I am going to take back controls from Greg.
07:20I am opening up the Participant Panel.
07:23I am clicking on my own name and then I'll click again on Make Presenter.
07:29It says the sharing will end, so I am taking away controls and taking away the
07:34Excel file being displayed.
07:36I'll click on Yes, and we're back to Excel and Greg is no longer sharing.
07:40Greg, thanks for your help!
07:42So as you can see, Application Sharing is a great way to display content to
07:48participants and allow them to display content to you, and we're talking about
07:53using a software application in real-time.
07:56As an addendum, you should know that when you Application Share, WebEx does its
08:01best to keep the participants from seeing other applications that you might
08:06attempt to switch to.
08:08So let's say in the middle of Application Sharing an e-mail comes in or
08:11something distracts you on your own computer screen, when you toggle over
08:16to that other window to look at it, the participants see a yellow and black
08:22crosshatched pattern, so they are not going to see whatever it is that you switch to.
08:27This would not be true in Desktop Sharing.
08:29If you chose Desktop instead of Application Sharing, your switching over to
08:34another application would indeed show that application to the participants.
08:39So unless you have a reason to be switching between windows that are open on
08:42your screen, maybe toggling between Excel and Word or Excel and PowerPoint, you
08:48definitely want to use Application Sharing.
08:50So I'll STOP SHARING and we're back to WebEx.
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Enabling a user to control a shared application remotely
00:01So, we are in the middle of teaching Absolute Referencing, which is something
00:05the trainer might be guiding the participants through by Application Sharing
00:10the Excel interface.
00:12So I would teach the participants to use Absolute Referencing, then complete the task.
00:20But at this point I'd like to turn over controls to a participant to see whether
00:25or not they understood what was done there and to make sure that they are
00:29actually able to do it themselves.
00:31So I am going to call on a volunteer.
00:34Participants, if you're ready to participate at this point, please show hand raise.
00:38Can you open your Participant panel on the right side of your screen and show
00:43hand raise if you're willing to participate?
00:46Greg, terrific. Thanks, I see your hand there.
00:48So I am going to click on the Assign menu at the top of my screen, I'll use Pass
00:54Keyboard and Mouse Control, and then I'll click on Greg's name in the list.
01:00Now Greg has control over my machine.
01:03So Greg, if you would, please click in the cell E5 and edit the formula there to
01:09use the Absolute Referencing function to absolutely reference cell E2.
01:15So as Greg is moving his mouse, I am not in control of what's happening on the screen.
01:21I can always take back controls if I need to make a change or help him, but
01:28eventually I want to take away controls.
01:31Good, now Greg press Enter and then copy that formula down to the following cells.
01:38Perfect.
01:41And now double check your work by clicking on cell E9 and notice that cell E2
01:47is still absolutely referenced with the dollar signs showing in the middle of
01:52the Cell Reference.
01:54So once Greg is finished with his assignment I will go back to the menu at the
01:59 top of the screen. I'll choose Assign > Pass Keyboard and Mouse Control and then
02:07uncheck Greg's name from the list.
02:11I could use a similar function if I just wanted Greg to annotate.
02:15I could turn over controls by using Allow to Annotate and when I click on Greg's
02:21name, he now has control over a pen.
02:24So I might say, Greg what was the cell that you wanted to absolutely reference
02:29in this formula? Could you circle it with the marker?
02:33And now as Greg moves the marker on the screen, he is drawing over and on top of
02:39My Shared version of Excel.
02:42This type of interaction can be a very useful way to engage learners and to be
02:47sure they're actually following along with what you're teaching.
02:51But, because we're going back and forth across the Internet, the behavior of the
02:57mouse or the operation of the keyboard might feel a bit sluggish.
03:01But, tell the participants that that's acceptable or that's understandable so
03:06that they know that they're not doing something wrong.
03:09Okay, so I am going to turn off the Allow to Annotate.
03:14I'm unchecking Greg's name and then I will stop sharing the application.
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Showing a poll question and its results
00:01Creating a poll, setting options, and saving the poll file is only part one.
00:06The next part is to show the poll to the audience during the session and get them to respond.
00:11Just displaying the poll and waiting for the timer to run down might not be enough.
00:15I recommend that you start by including a poll slide or other indicator to
00:20remind you and your participants that a poll is about to be shown.
00:24At that point, you might say, "Stand by for a poll question," or "Please respond to
00:30the poll that you're about to see on your screen."
00:33You'll need to expand the Polling Panel, select the correct Poll Tab, and then
00:38click Open to display the poll question to the participants.
00:43Once you have the poll open, participants are able to see it and to start voting.
00:48At this time, you can say, "As you can see, there is a poll displayed on your screen.
00:54Please click the Option button to the left of your response or responses and be
00:59sure to click on the Submit button."
01:02You don't need to read the poll aloud, but you can if you choose to emphasize
01:06or clarify any points.
01:08You might also tell participants how the data will be used or not used.
01:13You might say polling responses are anonymous, or maybe they aren't, or your
01:19responses will be scored, or your score will count towards your grade.
01:25Warn participants as the time runs down that they finish quickly and submit.
01:32You can close the poll before the timer ends if you choose, but you
01:36cannot extend the time.
01:38Once the timer has run down or the poll is closed, presenters can opt to show
01:43the results to participants.
01:45Okay, I am going to go ahead and show some now.
01:51So here comes Poll Question 1.
01:52So I am clicking on the Open Poll button.
01:58This is how it looks on the participants' screen. And then say to the
02:02participants, "Please vote using the polling options that you see for Question 1,
02:07and please fill-in your formula for Question 2.
02:10So you will need to type in that little textbox and then click Submit."
02:17As the time takes down, I will say to the participants, "Please finish up and click Submit."
02:22And at this point, as you can see on the Presenter screen, I now have options
02:27to display Poll Results or Individual Results by just clicking on the checkboxes here.
02:34When I click Apply, the data is then displayed to the individuals.
02:40There are some situations that it is appropriate to show individual poll responses.
02:45In this case, you'll want to click on that option and display the results.
02:50Notice that what's actually happening behind the scenes is your application
02:55sharing a tab in your browser that has this data collected and is available to
03:00display to your audience.
03:02I'll click on STOP SHARING to return back to the WebEx interface, where we can
03:08again see the slides on the left side.
03:10I'd like to show another poll question at this time, so I am clicking on the tab
03:15at the top of the Polling Panel.
03:18So another type of poll question that you might choose to display would be one
03:22that has more than one right answer.
03:25So in the case of this poll question related to the order of operations, there
03:30are two questions that are correct.
03:33When I show the poll or open the poll for the participants, they will be able to
03:38select more than one answer.
03:39I am going to click on the Open Poll button now and then my participants have
03:44the opportunity to respond.
03:45So I would say to them, please go ahead and choose any of the correct
03:50answers that you see.
03:51There might be more than one.
03:54Notice that instead of circular option buttons, we are seeing little squares
04:00that will accept checkboxes, so the participants can click on those buttons. And
04:05of course, remind them to click on the Submit button as well.
04:09So as they're responding to the polls on the Presenter screen, we can see a
04:14red bar chart building to show who has responded and how many people have yet to respond.
04:21So as a presenter, I might want to say, "If you haven't responded yet, please go
04:25ahead and click on your answer and be sure to click Submit."
04:30As the timer ticks down, I might just encourage them to finish up quickly, but
04:36I can always close the poll before the timer completes if I notice that
04:40everyone is 100% complete.
04:43So I do want to show the poll results and the correct answers.
04:47So I will click on each of those checkboxes, and then click Apply.
04:53Not much changes on the presenter screen, but on the participants' screen, the
04:57participants can now see the interface the way I was seeing in a minute ago with
05:02a bar chart to the right and the correct answer is indicated with green
05:06checkmarks to the left.
05:08So by doing this, participants can evaluate whether or not they answered
05:12the question correctly.
05:14When we are finished with the poll, remember the Poll Panel will continue to
05:18display until the participants collapse that panel and expand another panel.
05:24So you might need to remind them to collapse the polling when you're finished
05:28using it and revert back to showing chat and participants instead of the polling panel.
05:34So as you can see, there's multiple ways to use polls, there is different
05:39types of questions that you can ask, and there's different ways that the
05:42participants can respond.
05:44There are even different ways to show the results or the data to the
05:48participants when you're finished.
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Transferring files to participants
00:01Learning sessions often include files such as handouts or worksheets that need
00:05to be sent to participants or posted for them to download.
00:09If your files were attached to the session details before the start of the
00:13session, participants could have downloaded the files from the login page.
00:18If the session has already begun and you need to transfer files to participants
00:22now, you can do so using the File Transfer window.
00:26I'll go to File > Transfer, and the window pops up.
00:32In the File Transfer window, click the Share File button, navigate to the place
00:37on your computer where your files are stored, and select the file from the
00:43list. Then click Open.
00:45Participants see the File Transfer window on their screen.
00:49They can then click the file name in the list and the Download button will
00:54be available to them.
00:56They can click the Download button and save the file to their local machine.
01:01This is what it looks like on the Participant window.
01:04There are some visible instructions at the lower portion of the window, but it's
01:09helpful to also tell participants what they need to do to complete the steps.
01:14It might not be obvious to them when they look at this window.
01:18The number in the lower-right portion of the screen tells you how many
01:22participants still have this window open.
01:24Once they're finished downloading, ask them to close the window and you can keep
01:29track of who has completed the steps as that number ticks down.
01:33File Transfer is useful whenever you want the participants to have access to a
01:38file that they'll use locally on their own machines.
01:41When I close the File Transfer window, the file is emptied from this window.
01:47So if I need to use the window again, I'll need to share the file a second time.
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Sharing a web site
00:00To demonstrate features or menus of a website to participants where you control
00:05the clicking, you can use Live Application Sharing as we saw in another movie.
00:11You can also use the Share menu > Select Web Browser, and that will automatically
00:16start application sharing your web browser.
00:19You can tell that it's live sharing because the toolbar displays at the top of the screen.
00:28The toolbar has the controls you saw when we application shared. Stop Sharing is
00:34the most prominent button, but you also have Pause, you can turn over controls
00:38to another person, and you can display additional panels if you need them.
00:43You can also share web content with individual participants to allow them to
00:48interact with the web content themselves.
00:51I will click Stop Sharing for now so we can look at that.
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Sharing web content
00:00In contrast to sharing a web browser, you can share web content.
00:06The difference is sharing web content allows participants to interact with the
00:10website independently of each other and independently of you, the presenter.
00:15So I am going to choose Share > Web Content, paste in the URL, and click on OK. I
00:23
00:23see a security screen.
00:25I will just click Yes to confirm.
00:28At this point, participants are seeing the website independently of me. This is
00:34what the Participant view looks like. So they can click on links, and explore
00:39this website, and this is the Presenter view.
00:44I'm in the Subscription Plan page.
00:46I will move back to the homepage.
00:49I'll choose the Subject menu and select a topic.
00:54When I no longer want the participants actively using that website, all I
00:59need to do to stop the sharing is to close the tab using the X in the
01:04top right corner of the tab.
01:06It asks me if I want to save the current document. I will click No, and I'm back
01:11to WebEx without any browser content showing.
01:14I think you'll find that allowing participants to share web content is a nice
01:19way to allow them to explore a website in a controlled environment.
01:23But, you do want to remind them that eventually they have to come back
01:27and rejoin the group.
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7. Managing User Audio and Video
Understanding telephony and VoIP audio
00:00You should carefully consider your audio options and how you'll use audio
00:05during your session.
00:06Most webinars require the presenter to have audio so that they can broadcast to users.
00:13But ask yourself, do your participants also need to be able to speak during the session?
00:19In an earlier movie we saw that I created a session room and set the audio
00:24option to use WebEx audio, which allows my participants one of two options.
00:30They can choose telephone audio or Voice over IP audio, which is
00:34computer-based audio.
00:36When they join a session this window will pop up, prompting them to select their
00:41preferred audio option.
00:43To use the computer option, they'll need to have a microphone and speaker or
00:48headset plugged into their computer.
00:51This is not the telephone option.
00:53When they click on Call Using Computer they will connect to the audio and
00:58then they'll be able to speak to you through their headset microphone or
01:02standalone microphone.
01:06A display shows them how strong their audio volume is and they can make changes
01:11to the audio volume by dragging the scroll bar to the right.
01:15At any time they can leave the audio conference by clicking this red button.
01:26If participants choose to access the audio using a telephone, they'll expand
01:32this portion of the screen and they can ask WebEx to call them back at their
01:37own telephone number or they can use the dial-in number provided on the session information page.
01:43If they fill in their own phone number, they would then click on Call me. If
01:49they choose I will call in,
01:51the information that they will need to use to dial-in will be displayed for them.
01:55A telephone number is displayed here in addition to a link to global call-in numbers.
02:02So if some of your participants are joining from outside the US or Canada,
02:07they'll see a telephone number that will give them local access.
02:10Each participant will enter the access code followed by the pound sign.
02:15And it's important that each attendee also fill in their attendee ID with pound
02:20sign so that their phone number and their name in the participant list
02:24become associated with each other.
02:27If they fail to do that you may see two instances of that person which will
02:31represent their computer login and their PC login.
02:35Once they make a decision and decide to call-in, they will connect to the
02:40session and this dialog box will close.
02:50Once the participant has connected to the audio, an icon will display to
02:55the left of their name.
02:57If they've joined on PC audio or voice over IP audio, you'll see a headset icon
03:03displayed to the left of their name.
03:05If they are joining on a telephone, you'll see a tiny icon of a
03:09telephone displayed.
03:10When you're speaking you'll see green lines emanating from that icon.
03:15And to mute your own audio, you can use the button on the far right side to the
03:20right of your own name to mute your audio.
03:27When muted, your audio button displays as red.
03:31There are some other considerations related to audio and that is, will you need
03:35to record your session?
03:37If you choose to record a session, be sure to use either Voice over IP audio or
03:43WebEx integrated telephony or both.
03:46If you choose to use an external conference calling system, a third-party
03:51system, you'll need to set up that third-party conference call to properly
03:56integrate with WebEx.
03:58If you're recording to the network, the conference calling service will be
04:02automatically integrated.
04:04But if you're recording to your local drive, WebEx does not recognize the
04:10third-party conference calling system.
04:12You would need to use a standalone hardware device that plugs into your PC on
04:18one end and your telephone on the other end.
04:21There are products available including the DynaMetric product and That devices
04:27that are the hardware that plug your PC into your telephone.
04:31That way when you make your recording, the audio will be captured from your
04:36telephone and integrated in with your PC.
04:39If you fail to make that connection, you might record your WebEx session and
04:43find out later that the audio was not also included.
04:47So your audio considerations are important and should be done well in advance of
04:52your session before you actually create the session itself.
04:56The easiest option is to use the WebEx integrated telephony and Voice over IP
05:03and allow your participants to choose which one is more appropriate.
05:07Keep in mind, if you're providing a toll-free number for users, that can incur
05:13a large cost to you.
05:15If you prefer to allow participants to use Voice over IP, it's important that
05:20they have access to speakers and microphones or headsets.
05:24Be sure your participants know what the audio options will be so that they can
05:29make arrangements and prepare to login and choose the appropriate audio.
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Starting the audio conference
00:00If you've enabled Voice over IP audio, as you and participants join the session
00:06the Speaker/Microphone Audio Test dialog box will show up automatically.
00:11Here, you can see in the Select a speaker to test drop-down list, it defaults to
00:16whatever hardware has been installed on this machine.
00:20The Test button on the right side of the screen will play a chime to allow the
00:24participant to hear that their speakers are indeed working.
00:27At the bottom portion of the dialog box, the Microphone display should also
00:32show the correct hardware device, and if their audio is working well and their
00:37volume is at an appropriate level, a green bar will display showing that the
00:41audio level is good.
00:43It's okay for participants to choose the Automatically adjust volume and let the
00:48software and hardware work together to set the appropriate setting.
00:51Once you're convinced that the audio settings are at a good level, click on OK.
00:56An additional dialog box will show up displaying where the participants can
01:01control their Volume and Mute and Unmute their audio with this screen.
01:06The screen isn't necessary unless participants want to mute
01:09themselves immediately.
01:11Go ahead and close the dialog box.
01:13Notice in the Participants Panel on the right side of the screen, there is a Headset icon.
01:19That indicates that I'm using a headset for this session and the little green
01:23bars emanating from that headset show that my audio is indeed working.
01:28I can control my microphone On and Off using the button on the far right side of
01:33the Participants Panel, to the right of my name.
01:38By clicking that button, I toggle my microphone On and Off or Mute and Unmute.
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Testing and troubleshooting audio
00:00In an ideal world, presenters and participants log into WebEx sessions, enable
00:06their audio and it works perfectly.
00:08And in the real world, you might find that your own audio or a participant's
00:13audio does not immediately function.
00:16You can tell if a participant's audio is available based on the icon to the left
00:21of the person's name.
00:22As you can see to the left to Greg Thomas's name, I don't see a phone icon or a headset icon.
00:29That tells me Greg's audio is not enabled.
00:32So at this point he can't hear me.
00:34It's possible he's hearing me out his PC speakers, but just in case he isn't I
00:39will need to type to him in chat.
00:41So I will type a message that will prompt him to make corrections to his audio.
00:46And I could type this message privately.
00:52If Greg understood my message, he'll click on this audio button at the bottom of
00:56the Participant panel and bring up the Audio Conference dialog.
01:00He could opt to use the telephone which is fairly straightforward, he can
01:03display the telephone controls, ask the software service to call him back or he
01:09can change the setting to I will call in. That provides the telephone number he
01:14needs to dial, the access code and his attendee number.
01:18But Greg might type back to me, telling me that he's trying to use Voice over IP audio.
01:23In that case, he needs to click the Call Using Computer at the bottom of this dialog box.
01:32That will connect Greg to the audio.
01:35I can hear a bit of background noise, so that tells me Greg's microphone is
01:39unmuted and I might prompt him to Please mute.
01:43If this still doesn't correct the problem, Greg might need to dive deeper into
01:48the Audio controls by using the Test speaker/microphone link at the bottom of
01:53the Audio Conference window.
01:55In this dialog box he can change the level of the Speaker settings and test the
02:00volume by clicking the Test button.
02:03At the bottom of the screen he might need to change the Microphone that
02:06his system is using.
02:08Ideally, it might have default it to the proper headset. In some cases the
02:13correct headset needs to be selected.
02:15So he would drop down the list, choose the correct audio device, and be sure that
02:21as he talks the green bar along the bottom underneath where the word Good is
02:26displayed is jumping up high enough for the volume to be heard.
02:31To increase the volume, drag the Volume slider to the right towards the plus
02:36sign and finally, click OK.
02:41If the audio problem still isn't corrected, direct Greg to his Windows Control
02:46Panel, access the Hardware and Sound Controls, adjust System Volume and be sure
02:55that none of the System Volume options are muted.
02:58If any are muted, click Unmute and close the Volume Mixer window.
03:05If the problem persists, recommend that Greg dial in on the telephone or
03:10contact his help desk for a further support.
03:13So, as you can see, the audio settings are available but might not connect
03:18instantly to the session.
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Understanding web camera video options
00:00If you've enabled audio controls and you have clicked the Send Video option in
00:04the Assign Privileges window, your participants will have access to web camera
00:09controls and microphone controls.
00:12As you see in the Participant panel on the right side of the screen, I have
00:16an orange microphone icon that's showing me my microphone is currently
00:20available but is muted.
00:22I also have a camera icon that will start my video.
00:26So turn on my audio, I will click the Unmute button and a tone is heard to
00:30indicate that the audio has been turned on.
00:33I can also click my Start my video button and my web camera will turn on.
00:39Participants can do the same thing by clicking on the camera icon to the
00:43right of their own names.
00:44As more participants turn their cameras on, more videos become available in the
00:49Participant panel at the top.
00:52If I'd like to show other participants who have joined the session, I can click
00:56the View all Participants in full-screen mode button.
01:00When I click that my screen changes to show the participants who have joined my session.
01:05To return to the normal view, I will click the Exit full-screen mode button in the top right.
01:11In addition to the web camera controls, notice to the left of the participant's
01:16names, I can tell which participants have joined via Voice over IP or computer
01:21audio and which participants have joined on the telephone.
01:25In this case Agnes is using a headset, she is on Voice over IP and Greg is on the telephone.
01:32The green X tells me that both participants are currently muted.
01:36It's important to give participants information about the Web camera and audio
01:41controls at the start of the session to be sure they aren't broadcasting audio
01:45and video unintentionally.
01:47When you set up the session room initially, you can set the participants to be
01:52muted as soon as they log in.
01:54The Web camera controls must be controlled individually by the participants.
01:59The presenter cannot control the web cameras for the participants.
02:03At this point I'll meet my audio and that's it.
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8. Creating and Using Polls
Using polls to support interaction
00:00Polling is a very powerful, often overlooked WebEx feature that can help you
00:05engage participants directly yet anonymously with nearly instant feedback.
00:10But the feature often goes completely unused.
00:14Please don't overestimate how readily people will participate;
00:17I've seen online sessions where participants are completely silent.
00:22They are never asked a question and they never give feedback.
00:25In that case, it's no wonder people miss the physical classroom.
00:29By using thoughtful, relevant, well- written poll questions, you can create an
00:34exchange with learners that helps you check in, gather opinions, and measure or
00:39confirm learning progress.
00:41Here are some examples of polls that you might use.
00:45At the beginning of the training class I might open a poll and ask participants
00:50what is your role? Do you work in sales, training, administration, human
00:55resources, technical support, or marketing?
00:59And as they respond to the poll I can see who's in my training class and that
01:04will help me to adjust my content appropriately.
01:07Here's what the poll will look like to the presenter.
01:10This is what the poll looks like on a Mac.
01:13This is what a poll looks like on a PC.
01:16Be sure to remind participants to click on Submit.
01:20I will close the poll and I can show the poll results to the participants.
01:27I might use a poll question to ask participants what types of tasks they've
01:32already done in Excel.
01:34In this particular poll, participants can respond with more than one answer by
01:39clicking the check boxes that they see to the left of the answers.
01:44This is what multiple responses will look like on a PC.
01:48This is what multiple responses look like on a Mac.
01:53This is what multiple responses look like to the presenter.
01:57I can close the poll and show the poll results to the participants
02:02so they get a feel for how they fit in with the rest of the group and how their
02:06answers compare with the others.
02:08I think you'll find polling, if you take the time to set it up in advance, is
02:13an excellent way to substitute for things that you might otherwise feel are missing:
02:17body language, eye contact, nonverbal feedback.
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Creating and saving poll questions
00:00In a class like Excel basics, I might want to create a poll that allows me to
00:05see that the participants got the correct answer when they completed an
00:09assignment on their own.
00:10So in this case, I'm asking participants to copy a formula and then to calculate
00:17using the AutoSum function.
00:19If they did it correctly, cell F11 will show the answer 1458.
00:25But because I can't walk around the room and observe what they're doing on
00:29their own workstations, I want to create a poll to find out that they did
00:33arrive at the correct answer.
00:35Typically, I put a slide within the PowerPoint deck to be sure that I'm asking
00:40the correct question at the correct time.
00:43To create the poll, I'll expand the Poll panel on the right side of the screen
00:49and click the New button which is midway down that panel.
00:53As I click on New, a text box appears and I can fill in that text box with my
00:58question, Which of these is the total you calculated in cell F11?
01:03When it's time to add the correct possible answers, I'll click the Add button
01:08and it opens up a text box that lets me feel in my first possible answer, 1384.
01:16From here, I can either press Enter or click Add again to fill in the next
01:21possible answer, 1458.
01:24And again I can press Add or Enter to fill in the next possible answer, 1834.
01:32Only one of these is correct.
01:34You can keep filling in responses and pressing Enter for each
01:38additional response.
01:39It's important that each possible answer is in a field by itself so that there
01:43is a selection button to the left of the answer.
01:47You'll notice each response has a lower case letter displayed automatically.
01:52Once you've created your question and filled in all of your responses, you
01:56can save the poll for later or open it now to pose the questions to your participants.
02:01I recommend you always save, because it only takes a second and retyping
02:06can take a lot longer.
02:08Certainly, if you run the same session again, you'll be able to reuse these poll files.
02:14To save, just click the Save icon on the Polling panel toolbar;
02:18it looks like a diskette.
02:20Notice the default file name is Poll.atp.
02:25I suggest you use more relevant names and a number so you can easily find your
02:30polls and use them in the correct order.
02:33To edit a question or answer text, just click twice on the text in the
02:38Poll Questions box.
02:40Your first click highlights the text in blue;
02:43the second click places a blinking insertion point.
02:47The edit button or pencil button also activates the field.
02:51I'll place my insertion point here and type the correction.
02:56Remember to save your file after you make changes, but be careful. If you simply
03:01click the Save button WebEx will use the default Poll 1 atp name.
03:07You'll have to re-type the same filename or select your previous name from the
03:12list and then click the Save button.
03:14You'll be prompted to replace the original. If you're sure you've done it right, click Yes.
03:20Then you'll need to upload the poll file into WebEx each time you're going to use it.
03:25Files do not persist in the session room.
03:29To open a poll in WebEx, choose either the Open button in the Polling panel
03:34or from the main session room choose File > Open > Poll Questions, navigate to the file,
03:41then click the Open button.
03:43If you have more than one poll file, you'll see the polls displayed on separate
03:48tabs for easy access during your session.
03:52As you can see, creating polls in advance takes several steps, but it will save
03:57you time at the start of your session.
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Customizing poll settings
00:00It is possible to have more than one poll question in a poll file.
00:06Click in the poll space and click New to create a new question. Fill in your
00:12question and your possible answers and then save the file again.
00:16Remember to revert back to the original filename to be sure that you have the
00:21correct name associated with these questions.
00:24So I am going to fill in my question here, Which formula did you use in cell F3?
00:31In this case, I prefer the participants fill in their answer rather than select
00:37an answer from the list, so I can change my Type to Short answer.
00:42Click on Short answer and click on Change Type.
00:46Then, when it comes time to pose that question to the participants, they'll need
00:50to type their answer in that field.
00:53I'll save the file, revert back to the original file name, and then click Save.
00:59When it asks if I want to replace the file, I'll say Yes.
01:03Now I have a poll file with two questions in it.
01:07For this example, there are two possible correct answers.
01:12I'd like for my participants to notice that those two questions are both correct.
01:17So down at the bottom, I'll choose from the Type drop-down list, instead of the
01:23Single Answer, Multiple Answers.
01:25Again, it's important that I choose Change Type.
01:29I also would like to indicate which are the correct answers so that when I show
01:34the results to the participants after the poll, they can see that their answers
01:38were correct or incorrect.
01:40So I'll select D, which is one of the correct answers and I'll click the button
01:44called Mark as Correct. E is also correct.
01:49I'll click the button here.
01:51Then I'll save the file and revert back to the original File name.
01:56There are additional options available in polls.
02:00I'll click on the Options button, and noticed the default Display Time is 5 minutes.
02:065 minutes is a long time for a poll question, especially when there's only one.
02:11So I am going to change that Display Time to 1 minute and click OK.
02:16I'd also like to be sure to record individual responses so that I can evaluate
02:22my students after the training and see who answered the questions correctly and who didn't.
02:27Again, I'll save the file with this name to update the file.
02:33So there are some subtle differences that you can make to poll files. Just
02:38always be sure to update the file when you're finished.
02:40
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Downloading the WebEx Poll Questionnaire Editor
00:00As I mentioned earlier, it's wise for you to create and save your poll questions
00:05in advance so that you can take the pressure off the few moments that you have
00:09prior to the start of your WebEx session.
00:12However, logging in and creating a session room just for the purpose of
00:16creating poll questions can be time consuming and can create extra steps in the
00:21process of creating a poll.
00:23There is a little feature called the WebEx Poll Questionnaire Editor and it's a
00:29standalone software tool that you can download from your WebEx interface and
00:33have resident on your local machine to access any time.
00:38To use it, go to your WebEx Training Center window, click the arrow to the left
00:44of Support to expand the menu, and then click the Downloads link.
00:50This Downloads screen gives you access to many different downloadable tools that
00:55you might want to use, including the WebEx Poll Questionnaire Editor.
01:00I'll click on the link for Download Now and when prompted, click Run.
01:07A dialog box will pop up, showing the InstallShield Wizard. Click on Next, click
01:14accept the terms of the license agreement and click Next.
01:18Double check that Complete is selected and click Next.
01:22Determine where you'd like to install this and click OK. Determine where you'd
01:28like to install the software, you can click Change to reset the location and
01:35click OK. Then click Next and finally, click Install.
01:39At this point, just stand by and wait until the Poll Questionnaire Editor is installed.
01:45Finally, you'll click on Finish.
01:48Next time you go to your Windows menu, you'll see the WebEx Poll Questionnaire
01:53Editor as one of the items listed in your menu.
01:57When I click on the Poll Questionnaire Editor, the program comes up and you can
02:01see that it looks exactly like the Poll panel that you normally see on the right
02:06side of your screen in WebEx.
02:08You still have the Open button so that you can open polls that have
02:11already been created.
02:13And just like we saw earlier, you can click on the New button to add in a new
02:18poll question and click the Add button to add your answers.
02:22You can also change your polling options by clicking the Options button in
02:26the lower right corner.
02:28The Poll Questionnaire Editor allows you to create poll questions and save them
02:33with an ATP extension before you log in to a WebEx session.
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9. Supporting Group Interactions Using Breakout Sessions
Managing breakout sessions
00:00If your instructional design calls for small group discussions and activities,
00:06you'll be glad to discover that WebEx Training Center allows you to divide
00:10participants into subgroups or breakout sessions in which they'll have all the
00:15features of a regular WebEx session, but in small groups.
00:19Breakout groups take a few minutes to set up and can be challenging for
00:23participants to use, especially if they're not familiar with things like
00:27uploading files, Application or Desktop Sharing, Whiteboard tools, or
00:33managing audio controls.
00:35Be sure to provide a tutorial on these features and clear instructions for the
00:39activity before you send participants to the breakout sessions.
00:44Breakouts are best used for challenging activities that require group discussion
00:49and problem solving and will take longer than 10 or 15 minutes.
00:55If your activity is shorter than 10 minutes, you might find that you spend more
00:59time getting into and out of the breakouts than you spend using the breakouts.
01:04In that case, please consider completing the activity with the whole group instead.
01:10This next activity requires us to have breakout groups set up and available in
01:15the Participant view.
01:17By default, Breakout group panels do not show on the right side of
01:22the Presenter's screen.
01:23I'll choose More options and controls from above the panels on the right side of my screen.
01:30Then I'll choose manage panels. I'll click in the Available panels list on the
01:36left side and select Breakout Session.
01:39And then click Add to add Breakout Sessions to the panels available on the
01:44right side of my screen.
01:46When I click OK, I now have a Breakout Session panel button at the top of my screen.
01:53When I click the Breakout Session button, the Breakout Session panel opens below.
01:59From here, I'll click the Breakout Assignment button to open a window that gives
02:05me the opportunity to add sessions and assign attendees to those sessions.
02:10I'll start by clicking the Add Session button, and by default the first session
02:16is numbered Breakout session 1. I'll click Add Session again to create Breakout
02:21session number 2, I'll click Add Session again to create Breakout session number 3.
02:27In order to move participants into the breakout groups, I'll choose each
02:33attendee name on the left side of the screen, then select the breakout room
02:39number on the right, and I'll click this arrow button that points to the right to
02:44assign this participant to this group.
02:47Continue to do those steps until every participant is separated into
02:52the Breakout session.
02:54I'll move Bob to Breakout session number 1.
02:57I'll move Greg to Breakout session number 2.
03:01I'll move Joe to Breakout session number 2. I'll move Liz to Breakout session
03:06number 1 and I'll move Sue to Breakout session number 2.
03:12Because I have a small group of participants today, I'll opt not to use
03:16breakout session 3.
03:18I can also put a Panelist or Presenter into the breakout group to serve as a
03:24support person for the participants as they start.
03:28But notice by default, the first person I moved to the breakout group has been
03:33given the designation of Presenter.
03:36When the Breakout groups begin, these participants will have access to the WebEx
03:41tool, the same way a Presenter typically has access.
03:45But because they'll be in their own session room, their activities will occur
03:49independently of each other.
03:51When I click on OK I see the names organized in the breakout session panel in
03:57the lower right corner of my screen.
03:59But participants have not yet been moved to the breakout groups.
04:03As I scroll down, you can see that each participant is displayed in the group
04:08that they were assigned to.
04:10You want to make sure you set up participants in their Breakout sessions at the
04:14beginning of your class or allow yourself a few minutes on a break or prior to
04:19the start of the Breakout sessions so that you can assign people to the
04:23appropriate groups with plenty of time.
04:26It is possible for you to create Breakout assignments prior to the start of your
04:31WebEx session, but participants will need to have registered for the session so
04:36that you can see the names that will be used.
04:39Before you send participants to the Breakout groups, be sure to give them clear
04:45instructions about what they'll do when they get into the sessions.
04:49For instance, Agnes and Greg will have leadership roles and will be expected to
04:55complete activities on behalf of the group.
04:58Once the breakout activity is over, they'll also be expected to report back to
05:03the group and share the results of their assignment.
05:07So make sure they know what their assignment is and how to complete the activities.
05:12For this activity, I want to give my participants instructions about what
05:17they'll do with their Excel Worksheet.
05:19This assignment has them creating formulas, copying formulas, totaling, saving
05:26the file, and then reporting back to the whole group.
05:29In this case, I'll also want my leaders to have access to an Excel file that
05:35they can work with directly.
05:37I can use File Transfer to load the file and allow them to download the file on
05:42their local machines.
05:44I'll go to the File menu and choose Transfer;
05:48I'll click Share File to select the file that needs to be shared.
05:53I'll navigate to the file and then remind participants to click on the Breakout
05:59Activity filename and click the Download button.
06:03So Greg and Agnes, please be sure to click the filename listed and click
06:09Download to save that file to your local drive.
06:12When you're finished, close the window.
06:16Once the participants have completed the assignment, you'll want to End All to
06:22bring participants back to the main session room.
06:25So I am going to click the End All button. The screen will change for the
06:29participants and when we are back in the main room it'll be useful for us to
06:35debrief the activity to discuss what went well and what questions the
06:39participants still have at this time.
06:43Provided Greg uploaded the Excel file to his Breakout Session room, we'll be
06:50able to bring the content into this main room by using the Breakout > Share
06:55Breakout Session Content.
06:57Select the Presenter whose content you want to share and click on OK. You'll see
07:02a dialog box that says, A request has been sent to Greg Thomas to share breakout
07:08session content. I'll click Yes.
07:12The participant will have a dialog box that says You've been asked to share your content.
07:17He'll choose the file to share by clicking on the check box to the left of the
07:22filename and click on OK.
07:26In the main room I now see a new tab across the top of the screen with
07:30Greg's file displayed.
07:32And by clicking that tab, I now see the content from Greg's session room.
07:38And I can see that Greg and his team Chris and Sue got the assignment right.
07:44So at this point I can wrap up the activity, I can review things that may have
07:49been confusing to the participants.
07:51I might talk about the formatting of this cell;
07:54I might also want to call on Agnes to share the content from her session room.
08:00So using Breakouts is an excellent way to give participants an opportunity to
08:04work in small groups, to complete a task, and to report back to the main group
08:09when they're finished.
08:10Remember, it does take a bit of setup.
08:13Only use breakout activities for those assignments that warrant the
08:18setup necessary.
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10. Recording Sessions
Recording sessions
00:00WebEx session recordings can be valuable to several people: participants who
00:05missed the session and want to learn the content on their own, participants who
00:10attended the session and want to review what was covered, managers who want to
00:15understand how the session went, and presenters who want to self-evaluate and
00:20improve their own delivery skills.
00:22Before you start recording, you will need to determine how the audio will be
00:27captured and where the recording file will be saved.
00:30If you're using Voice over IP audio or integrated telephone audio, just starting
00:37the recording process will capture the audio.
00:41If you're using a third-party conference calling number when you start the
00:45recording process, the software might not capture your telephone connection.
00:51This depends on whether you're using network-based recording or local recording.
00:58If you use network-based recording, third-party audio is recorded. If you're
01:03using local recording, you'll need to also use a hardware device called a
01:09DynaMetric device that plugs one end into the telephone and the other end into your PC.
01:17When you're ready to start the recording, click the Session menu, click
01:21Recorder Settings, and choose either Record on This Computer, which will save
01:26the file locally, or Record on Server, and you might also need to include Record
01:34Audio from This Computer.
01:36If you choose Record on This Computer, be sure that you have enough storage
01:41space on the Local Drive to accommodate the file.
01:45A typical size for a one hour recording can be some place between 20 and 40 megabytes.
01:51If you're also including video or audio files with that recording, the file size
01:57might be 10 times that size.
02:00Once you've selected your settings, go back to the Session menu and choose Start
02:05Recording. Choose where you'll save the file and give it a File name.
02:11I'll call this file Word basics.
02:14Notice, the file type is wrf. That's a proprietary WebEx recording file.
02:21And in my case, I'm saving it to the Desktop.
02:24I'll click on Save.
02:26When the recording process begins, the recording panel displays.
02:31There is a Record and a Stop button available here.
02:36I can move this Recorder Panel off to the side of my screen and know that
02:40participants do not see that Recorder Panel.
02:44In addition, I see a Recording Controller in the top right portion of the screen
02:49to remind me that the recording is turned on.
02:51To stop recording at any time, click the black Stop button. The recording will
02:57stop and the file will finish saving on your Local Drive.
03:01At that point the file will be rendered.
03:04It's not unusual for the rendering process to take as long as the recording is long.
03:10So if you have a one hour session, sometimes the rendering can take up to one hour.
03:15If you choose to record on a network- based server, choose the Session menu >
03:20Recorder Settings, choose Record on Server. Then go back to the menu, choose
03:26Session > Start Recording.
03:29You'll notice a prompt, telling you that the session is being recorded on the
03:33server and two different recording feedback indicators show up.
03:38One is a Recorder Panel along with the other panels on the right side of your screen.
03:44It includes a Stop button and a Pause button.
03:48Stopping the recording will end that file.
03:51So restarting the recording will create a new file.
03:56Clicking on Pause temporarily pauses the recording without stopping.
04:01This is perfect for when you're taking a break during training. You don't really
04:05want to end the file; you just don't want to record 15 minutes of silence.
04:11In addition, you see a recording icon in the lower portion of your screen below
04:16your Zoom Magnification and Full Screen buttons.
04:20When you're finished and would like to stop the recording, choose the Stop
04:24button on the Recorder Panel.
04:27You'll see a prompt asking you if you're sure you want to stop recording, click
04:31Stop Recording and this file will now be available on the server.
04:36In another movie we will talk about editing a server-based recording.
04:41So as you can see, there are several things to consider when you choose to
04:45record a WebEx session.
04:47You'll need to determine how audio will be supported and if audio will be
04:52captured internally or externally and you'll need to determine whether or not
04:57you want to save a file locally or allow it to be stored on the server.
05:02One major advantage to recording on the server is that you can easily send a
05:07URL to participants to access the recording or they can log in to WebEx and
05:13access your recording files listed there.
05:16In addition, you can edit web-based recordings.
05:20If you're recording a file locally, you'll need to use a third-party editing
05:25tool to edit that recording file.
Collapse this transcript
Managing network-based recordings
00:00If you've used the network-based recording or you told the Recording function
00:06to record to a server, you'll find those files in the My WebEx option on your Homepage.
00:12Click on My WebEx. On the left side of the screen click My Files. If you've
00:19uploaded any training materials or PowerPoint files, they will be listed here on
00:24the My Documents tab.
00:25Click the My Recordings tab and then click on Training Sessions to access the
00:32recordings that you made within the training software.
00:36You can see here that I have a listing of several recording files.
00:40They've been saved in the ARF format, which is a proprietary WebEx format,
00:46Advanced Recording File.
00:48To play back the recording, click on the green arrow button.
00:52To email a URL to this recording to a participant or to those who missed the
00:57session, click this Email button and then fill in their names and a message
01:03here and click Send.
01:05If you'd like to make changes to the recording click on the drop-down list here
01:10where it displays the More prompt.
01:13You can download the recording file to store on your local drive, you can modify
01:18the recording, you can disable the recording or delete the recording.
01:22I'll click on Modify to show you the options there.
01:26Within the Edit a Recording screen, you can see the Recording topic.
01:31It's been given a title based on the session room name.
01:35The Type currently is set to Private.
01:38If this should be available to all of my WebEx users, I can click Listed for all
01:44and it becomes publicly available on my WebEx site.
01:47I can change who the presenter is, I can change the Email Address, the
01:52Description, or the Agenda.
01:54As I scroll down through the form, under the Recording file options, you can see
01:59that the default setting is to find a recording from the WebEx network.
02:04If you needed to access a file that had already been saved to your local drive,
02:09use the Use the file on my local machine.
02:12If you do that, you'll be uploading a WRF file which cannot be edited.
02:18The Duration of the file is displayed here. The Date of the creation of the
02:22recording and the Playback controls are also displayed.
02:26Panel Display Options allow you to turn off panels that were turned on when
02:33the recording was made.
02:34Panels like Chat, Q&A, Web Cam Video, Polling, Presenter Notes, File Transfer,
02:42Participant List, or any table of contents that might have been available there.
02:48The advantage to doing this is participants who are viewing the recording after
02:52the fact will not be distracted by additional elements that are not valuable to
02:56them in a playback format.
02:59By default, the Recording Playback Range is set to Full playback, meaning
03:04participants will see the recording from the very beginning till the very end,
03:09including any introductions or initial comments.
03:13If you'd like to truncate the recording file to trim off the beginning or end of
03:18the session, click Partial playback.
03:22You can drag the slider to change the Start time and the end Time to eliminate
03:28any unnecessary information.
03:31If you're posting this recording for participants to use afterwards, you can set
03:35a password, require registration, allow participants to view or download the
03:41recording, and send them to a URL when the session has finished.
03:45The URL might send them to a test that allows them to test their skills.
03:51Once you've made your changes, click Save.
03:54Confirm the recording has been updated and click on OK. If you made a recording
04:00and stored it locally as a WRF file, use a third-party editing tool to edit your recording.
04:07As you can see, you can save recordings and make them available for participants
04:12who missed the session.
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11. Wrapping up a Session
Ending a session and saving files
00:00When you come to the end of your session time or your session content, check in
00:05with your participants to be sure all of their questions are answered and then
00:09to end this session, go to your File menu and click End Training Session.
00:14You could choose just to click End Session, but if you choose to Save Session
00:19Files, click the checkbox.
00:21You're prompted here to save any files that were uploaded, to save chats, and if
00:27you use polls, those would also be saved.
00:29If you'd like to save to the WebEx server, you can click this checkbox to upload
00:34your files to the server when you're done.
00:36I'll browse to the folder where I want to save my files and then I will finally
00:42click on End Session.
00:44All participants, who are logged in at this point will be logged out and will
00:48be prompted with a survey that comes from WebEx technical support staff.
00:53This is always shown and if you choose, respond to the survey and click Submit.
00:58When you're ready, you can log out of your WebEx interface.
Collapse this transcript
Reviewing the session files
00:00When you have finished your session, if you saved the session files, you can go
00:04back and review your content.
00:06In my Word session, I saved my files and I can see them here.
00:11I had a Whiteboard that my participants created with me and I had Chat text.
00:17I like to use my chat text to create FAQs or to follow up with students whose
00:24questions I was unable to answer during the session.
00:26In this session Greg asked about styles. I'm going to follow up with him by
00:33sending an email with information about our upcoming advanced Word class
00:37that covers Styles.
00:39If there were polls in my session, I can review the poll results by opening the saved file.
00:49I can find out who answered the question correctly and who answered incorrectly.
00:54I can also view poll results in an Excel format.
00:58When I open the file, I see a list of my participants and their responses.
01:03I can use this content to follow up with participants to be sure they learned
01:07the information and are able to use it when they get back to their desks.
01:11In addition to these files saved with my session, you might also want to
01:16generate reports about attendee usage, who logged in, when they logged in,
01:21how long the sessions were, and even details about participants' attendance in
01:26multiple sessions.
Collapse this transcript
Conclusion
Next steps
00:00Now that you've experienced WebEx Training Center, let's talk about next steps.
00:05There's much more to learn about the other WebEx tools available and about more
00:09features that we did not address here.
00:12For more training information, you can go to http://university.webex.com to find
00:17tutorials and videos about training that have been provided by WebEx.
00:22You can find additional information if you go to the My WebEx screen and click
00:27on Support or Training on the left side.
00:30When you click on the Training option, you'll see details about WebEx University
00:34and all of their training services, including their Contact Information.
00:38If you click on Support, you can find details about each of the different
00:43features of WebEx: Meeting Center, Event Center, Support Center, and Training Center.
00:48You will find user guides with in-depth information about the features we discussed here.
00:55Download the PDFs or click on the HTML link to access the information.
01:01As the program is updated, Release Notes are displayed here in HTML format.
01:06And there's even a Training Center FAQ to cover questions that users typically ask.
01:13If you'd like to provide feedback to WebEx, click on the Contact Us list to send a note.
01:19If you'd like to join the WebEx User Community, you can connect with other
01:23people who are using WebEx, share ideas, and share content.
01:27If you are the person managing WebEx sites, I encourage you to take a closer
01:31look at the Site Administrator Guide, the IT Administrator Guide, and the
01:36Hands-on Lab Administrator guide, which give very clear instructions on how to
01:42support WebEx for your organization.
01:45When you're ready to exit WebEx, click on the Log Out button in the top right
01:49corner of your screen.
01:52When it says Do you want to logout, click OK.
01:56Thanks so much for joining this training. Good luck using WebEx!
Collapse this transcript


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