Vidyo Extension for Microsoft Outlook

Transcription

1 Vidyo Extension for Microsoft Outlook Quick User Guide Product Version Document Version A May, Vidyo, Inc. All rights reserved. Vidyo s technology is covered by one or more issued or pending United States patents, as more fully detailed on the Patent Notice page of Vidyo's website as well as issued and pending international patents. The VIDYO logotype is a registered trademark of Vidyo, Inc. in the United States and certain other countries, and is a trademark of Vidyo, Inc. throughout the world. VIDYO and the Vidyo family of marks are trademarks of Vidyo, Inc. in the United States and throughout the world.

2 Vidyo Extension for Microsoft Outlook Quick User Guide The Vidyo Extension for Microsoft Outlook allows you to schedule Vidyo meetings in a single click from within the Microsoft Outlook Mail, Calendar, and Contacts tabs. This guide describes how to use the Vidyo Extension for Microsoft Outlook with Microsoft Outlook 2010, 2013, and 2016 (see Using the Vidyo Extension with Microsoft Outlook 2010, 2013, and 2016 or with Microsoft Outlook 2003 and 2007 see Using the Vidyo Extension with Microsoft Outlook 2003 and 2007). Using the Vidyo Extension with Microsoft Outlook 2010, 2013, and 2016 The Vidyo Extension for Microsoft Outlook user interface and installation procedures differ slightly between Microsoft Outlook 2010, 2013, and Although procedures and screens used in this guide show Outlook 2013, the functionality is the same. Installing the Vidyo Extension for Microsoft Outlook 2010, 2013, and 2016 When you install the Vidyo Extension for Microsoft Outlook, the Server Address and User Name fields may or may not be pre-populated. The following section describes the installation procedure for when the fields are not pre-populated. For information about how to pre-populate these fields, see Pre-populating the Server Address and User Name Fields. Installing the Extension without Pre-populated Server Address and User Name Fields To install the Vidyo Extension for Microsoft Outlook 2010, 2013, and 2016 without pre-populated Server Address and User Name fields: 1. Close all Microsoft Office applications. 2. Download the appropriate Vidyo Extension for Microsoft Outlook installer from the download section of the web site at a. Click Support. 2

3 b. Select Software Downloads in the drop-down. The Vidyo Extension for Microsoft Outlook installer appears. 3. Run the installation file. 4. Accept the license and follow the prompts to install the Extension. 5. On the Setting Up User Account Info page, enter the VidyoPortal address, user name, and password or click Cancel. If you click Cancel, you will be asked to enter the server address, user name, and password the first time you generate an invitation to a Vidyo meeting using Outlook. 6. On the Setting Up Scheduling Options page, do one of the following: If you want to create a new conference room each time you schedule or invite someone to a Vidyo conference (this is known as a Scheduled Room), select the A new room will be created for each meeting invitation radio button. When you choose this option, each room will have its own unique room link and, optionally, a PIN. Because each meeting has its own unique link, a meeting in a Scheduled Room is inherently more secure than a meeting in a personal room. 3

4 In addition, you can select the Always add PIN to my meetings checkbox to require guests to enter a PIN to access the room. If you want to have your personal room information provided in the invitation each time you schedule or invite to someone a conference, select the Your personal Vidyo room information will be used for each meeting invitation radio button. If you don t make a selection at this time and click Cancel, a Scheduled Room will be used each time you schedule or invite someone to a conference. If you want to change this default, you must use the Add-in Options dialog box. Pre-populating the Server Address and User Name Fields You can automatically populate the Vidyo Extension for Microsoft Outlook Server Address and User Name fields so that you or other users don t have to enter them when they use the Extension. To do this, you add the parameters to a.mst file, which is read by the Microsoft Windows installer when running the Vidyo Extension for Microsoft Outlook installation. In order to generate a.mst file, you must use a tool called ORCA. To pre-populate the Server Address and User Name fields: 1. Install ORCA. 2. Copy the.msi file to a local folder and open it with ORCA. The.msi is generated as a part of the Vidyo Extension for Microsoft Outlook build process and should be available in the release folder. 3. Create a new transform: a. Click on Properties in the list of tables on the right-hand side. You will see all the properties that are already programmed as well as the custom secure properties that can be programmed externally. The properties that are in capital letters are public properties and can be modified. b. Right-click in the Property/Value section and select Add Row. 4

5 c. Insert the property and value: Use Server (string type value) to pre-populate the VidyoPortal URL in the Server Address field. Use usesystemuser (integer type value) to pre-populate the User Name field. If usesystemuser = 1, the Windows user name is used to pre-populate the User Name field. If usersystemuser = 0, UserName (string type value) is used to prepopulate the User Name. d. When you finish making all the required changes to the properties, select Transform > Generate Transform. This creates a.mst file. e. Save the.mst file. 4. Execute the.msi with the transforms by running the following through a command line or in a batch script: msiexec /i path_to_the_msi_folder\vidyo_extension_for_microsoft_outlook _XXXXX.msi TRANS-FORMS=path_to_the_mst_folder\XXXXXXX.mst Configuring the Vidyo Extension for Microsoft Outlook 2010, 2013, and 2016 To configure the Vidyo Extension for Microsoft Outlook 2010, 2013, and 2016: 1. Launch Microsoft Outlook. 2. Click File > Options. The Outlook Options dialog box appears. 5

6 3. Click Add-ins on the left menu. 4. Click Add-in Options. The Add-in Options dialog box appears. 6

7 5. If the Add-in Options dialog box contains more than one tab, click the Vidyo Extension for Microsoft Outlook tab. 6. Enter the following information: a. In the VidyoPortal Address field, enter the fully qualified domain name for your VidyoPortal. For example: b. In the User Name field, enter your VidyoPortal user name. c. In the Password field, enter your VidyoPortal password. 7. If you are using Microsoft Outlook 2010, click Apply. 8. Click Validate Account When you have successfully installed the extension, the following message appears: 9. Click OK on the Vidyo Outlook Plug-in dialog box. 10. Cick OK in the Options window to complete the installation. If you get the following error message (or one like it), contact your system administrator or your organization s IT department. Sending a Vidyo Meeting Invitation from Microsoft Outlook 2010, 2013, and 2016 When you use the Vidyo Extension for Microsoft Outlook, it automatically creates a Vidyo meeting invitation for you. The meeting invitation includes your room URL as well as boilerplate text that you can edit. If you don t have a room URL, it automatically creates one. Additionally, if you ve chosen to use a room PIN, it includes the PIN. 7

8 The boilerplate text on the Vidyo meeting invitation is created by the VidyoConference administrator and can be modified. For more information about creating the boilerplate invitation message, see the VidyoConferencing Administrator Guide. To send a meeting invitation from Microsoft Outlook 2010 and 2013: 1. Click the Meeting button on the Outlook toolbar. The VidyoConferencing button then appears at the far right of the menu bar. 2. Click the Insert Vidyo Meeting Info button. Your Vidyo meeting invitation with the boilerplate text appears. 3. Edit the text as desired. You can add your own text to the invitation if necessary. You can also add or delete invitees and change the time and length of the meeting. Remember that you can use the Microsoft Outlook Scheduling Assistant to determine when all of your invitees will be available. 4. Click Send. When the recipient receives the message, they can click the link to join your meeting. If the recipient is a registered user, the link prompts that user to log in to the VidyoPortal and join the meeting. If the recipient does not have a VidyoPortal account, they will be prompted to join the meeting as a guest. 8

9 Using the Vidyo Extension with Microsoft Outlook 2003 and 2007 The Vidyo Extension for Microsoft Outlook user interface and installation procedures differ slightly between Microsoft Outlook 2003 and Although procedures and screens used in this guide show Outlook 2007, the functionality is the same. Installing the Vidyo Extension for Microsoft Outlook 2003 and 2007 To install the Vidyo Extension for Microsoft Outlook 2003 and 2007: 1. Close all Microsoft Office applications. 2. Download the appropriate Vidyo Extension for Microsoft Outlook installer from the download section of the web site at a. Click Support. b. Select Software Downloads from the drop-down. The Vidyo Extension for Microsoft Outlook installer appears. 3. Run the installation file. You are prompted to accept the license and install the extension. 4. Respond to each prompt until the Extension is successfully installed. Configuring the Vidyo Extension for Microsoft Outlook 2010 and 2013 To configure the Vidyo Extension for Microsoft Outlook 2010 and 2013: 1. Launch Microsoft Outlook. 2. Select Tools > Options. 9

10 The Options window appears. 3. Click the VidyoConferencing tab. 4. Enter the following information: a. In the Server Address field, enter the fully qualified domain name for your VidyoPortal. For example: b. In the User ID field, enter your VidyoPortal user name. c. In the Password field, enter your VidyoPortal password. 5. Click Apply. 6. Click Test Configuration. When you have successfully installed the extension, the following message appears: 10

11 7. Click OK on the VidyoConferencing dialog box. 8. Cick OK in the Options window to complete the installation. Vidyo Extension for Microsoft Outlook Quick User Guide If you get the following error message (or one like it), contact your system administrator or your organization s IT department. Sending a Meeting Invitation from Microsoft Outlook 2003 and 2007 When you use the Vidyo Extension for Microsoft Outlook, it automatically creates a Vidyo meeting invitation for you. The meeting invitation includes your room URL as well as boilerplate text that you can edit. If you don t have a room URL, it automatically creates one. Additionally, if you ve chosen to use a room PIN, it includes the PIN. The boilerplate text on the Vidyo meeting invitation is created by the VidyoConference administrator and can be modified. For more information about creating the boilerplate invitation message, see the VidyoConferencing Administrator Guide. To send a meeting invitation from Outlook 2003 and 2007: 1. Click the Appointment button on the Outlook toolbar. 2. Create an Appointment or Meeting Request message. The VidyoConferencing button appears at the far right side of the toolbar. 11

12 Note If you do not see the VidyoConferencing button in the toolbar, you have not finished configuring the Extension. Try again or contact your system administrator or Help Desk. 3. Click the VidyoConferencing button. The room URL and room PIN, if you have set one, appear in the body of the message along with standard boilerplate invitation text. 4. Edit the text as desired. You can add your own text to the invitation if you care to. You can also add or delete invitees and change the time and length of the meeting. Remember that you can use the Microsoft Outlook Scheduling Assistant to determine when all of your invitees will be available. 5. Click Send. When the recipient receives the message, he or she can click the link to join your meeting. If the recipient is a registered user, the link prompts that user to log in to the VidyoPortal and join the meeting. If the recipient does not have a VidyoPortal account, they will be prompted to join the meeting as a guest. 12