1 AT&T Conferencing Add-in for Microsoft Outlook v10.5 July AT&T Intellectual Property. All rights reserved. AT&T, the AT&T logo and all other AT&T marks contained herein are trademarks of AT&T Intellectual Property and/or AT&T affiliated companies. All other marks contained herein are the property of their respective owners. This User Guide is provided for reference purposes only. This document does not modify, alter or amend the terms of any agreement between AT&T and the Customer. This document may include service and feature descriptions that are not presently available. The contents of the document may be revised by AT&T at any time without notice.
2 Product: AT&T Connect Title: Add-in for Microsoft Outlook Product version: v10.5 Publication date: 7/2/2014 Reference number: CONLDCUG Revision number 06 Disclaimer 2014 AT&T Intellectual Property. All rights reserved. AT&T, the AT&T logo and all other AT&T marks contained herein are trademarks of AT&T Intellectual Property and/or AT&T affiliated companies. All other marks contained herein are the property of their respective owners. This User Guide is provided for reference purposes only. This document does not modify, alter or amend the terms of any agreement between AT&T and the Customer. This document may include service and feature descriptions that are not presently available. The contents of the document may be revised by AT&T at any time without notice.
3 About this User Guide This User Guide describes the features available to users working with the AT&T Conferencing add-in for Microsoft Outlook. Note: This document applies only to the AT&T Conferencing add-in for Microsoft Outlook 2007, Outlook 2010, and Outlook The AT&T Conferencing add-in application described here cannot be installed on earlier versions of Outlook. Note: In this User Guide, the terms event, meeting, and conference are used interchangeably. Published: 7/2/2014 Add-in for Microsoft Outlook 3
4 Contents 1 Introduction... 6 Overview... 6 Installing OAI AT&T Connect Web Conferencing... 8 Creating and managing your AT&T Connect web accounts... 8 Registering the AT&T Connect on your computer... 8 Synchronizing myat&t Accounts... 9 Creating a web account manually... 9 Clearing Cache Changing the Preferences for Moderated Conferences Editing a web account Setting a web account as Default Removing a web account Turning the Desktop alerts on/off Scheduling an AT&T Connect web conference Opening an AT&T Connect web meeting request in Outlook For single web conferences Recurring conferences Sending an invitation Viewing and switching your account Scheduling a moderated conference Converting a scheduled meeting into a web conference Getting invited to conferences initiated by others Joining a conference Joining a conference from within the calendar entry Using the toast message to join a conference from your computer (disabled) Joining a conference from a computer without the Add-in for Outlook Joining a conference by telephone only Working in Delegate Access or Shared Calendar Mode Reporting an application problem Published: 7/2/2014 Add-in for Microsoft Outlook 4
5 Activation Sending a Report Reviewing the collected data (optional) AT&T Telepresence Solution conferences Types of AT&T Telepresence conferences and users Creating and managing AT&T Telepresence accounts Creating a Telepresence account Editing the Telepresence account settings Removing the Telepresence account Scheduling an Intra-company AT&T Telepresence Solution conference Opening an AT&T Telepresence Solution meeting request in Outlook New Telepresence meeting request Checking availability of recipients Sending Telepresence meeting requests Setting the meeting as a B2B meeting Setting the B2B Telepresence meeting as the meeting owner Accepting B2B Telepresence Meetings as an external coordinator Inter-Service provider or remote meetings Telepresence conference features Guest End Points and dialing out from a Telepresence meeting Enabling high frame rate Dial in/dial out to registered rooms Assigning an alternate host for a meeting Converting scheduled meetings into Telepresence conferences Updating existing Telepresence meetings Appendix A: Release Limitations Published: 7/2/2014 Add-in for Microsoft Outlook 5
6 1 Introduction The AT&T Conferencing add-in for Microsoft Outlook 2007/2010/2013 lets you schedule and manage AT&T conferences through Microsoft Outlook. The following types of AT&T conferences are available: AT&T Connect Web conferences AT&T Voice-Only conference AT&T Telepresence Solution conference Overview After installing the AT&T Conferencing add-in for Outlook (OAI), you can manage your scheduled AT&T Connect Web, AT&T Voice-Only, and AT&T Telepresence conferences in the Outlook calendar as regular Outlook meetings. In addition, you can easily convert scheduled Outlook meetings into any type of AT&T conference providing that your accounts are setup. Once the AT&T Conferencing add-in for Outlook is installed, the AT&T Conferencing menu appears in the Outlook menubar. Outlook 2007 View: Figure 1 AT&T Conferencing menu as appears in Outlook 2007 Outlook 2010 View: Figure 2 AT&T Conferencing menu as appears in Outlook 2010 Outlook 2013 View Figure 3 AT&T Conferencing menu as appears in Outlook 2013 Published: 7/2/2014 Add-in for Microsoft Outlook 6
7 The AT&T Conference button also appears in the main Outlook toolbar, in two modes: 2007 View 2010 & 2013 View Description The appearance of the AT&T Conference toolbar button when only one kind of AT&T conference account is set up. The appearance of the AT&T Conference toolbar button when more than one AT&T conference account type is set up. Selecting the arrow that appears at the bottom right of the button displays a menu from which you can choose the account type for a given conference. These buttons are quick access buttons to schedule conferences using the add-in. Installing OAI The AT&T Add-in for Outlook requires some Microsoft prerequisites that may already exist on your computer. The installation of the Add-in will install them automatically, if needed. Note: Although the Add-in itself does not require any administrator rights on the local computer, Microsoft s tools will need them. Should the installer notify you of missing permissions, please contact your administrator to install the prerequisites (using the same exe file) with administrator s rights on your computer. For further information, see the AT&T Conferencing OAI Implementation Guide. 1. Download the setup from a website. 2. Close your Microsoft Outlook application. 3. Run the setup.exe file. 4. Follow the on-screen instructions. 5. When done, start your Outlook. Published: 7/2/2014 Add-in for Microsoft Outlook 7
8 2 AT&T Connect Web Conferencing This part of the User Guide tells you all you need to know about scheduling and joining AT&T Connect Web conferences, converting a scheduled meeting into a Web conference, working in delegate access or shared calendar mode, joining a conference and managing your AT&T Connect Web accounts. Creating and managing your AT&T Connect web accounts The easiest way to manage AT&T Connect accounts is to let the Add-in automatically manage the accounts according to the myat&t Accounts as described below. You can also manage your AT&T Connect Web accounts in the Account Settings window. In this window you can create, edit and remove accounts. You can also set a default account. You can also manage someone else s accounts if you have delegation permissions on his/her calendar. The name of the person you are editing the accounts for will appear in the header of the window. Registering the AT&T Connect on your computer From version 9.5 of the Outlook Add-in, the Add-in automatically detects registration s sent to you from AT&T and suggests that you activate your account. Figure 4 Automatic Registration Published: 7/2/2014 Add-in for Microsoft Outlook 8
9 Clicking OK will set the new account as the default account both in myat&t and in Outlook Add-in so that each new AT&T Connect Web Conference is automatically set on this account. Clicking Cancel will not register the account on your computer and the Add-in will not suggest registering the account according to this mail again. Note: You can still register your account by clicking Activate on the same providing you have already installed myat&t. Synchronizing myat&t Accounts The add-in for Outlook automatically monitors all myat&t accounts in the current Windows profile and automatically updates them in the add-in for Outlook Account Settings. A user cannot update myat&t accounts imported into the Outlook add-in, but only set the default accounts. All myat&t accounts are managed from the myat&t accounts management interface. When the same account is defined manually in the add-in for Outlook and in myat&t, the add-in for Outlook automatically merges both accounts into one myat&t account. Creating a web account manually 1. In Outlook 2007, select Account Settings from the AT&T Conferencing menu to open the Account Settings window. Figure 5 AT&T Conferencing Account Settings 2. In Outlook 2010 and 2013, select Account Settings from the AT&T Conferencing ribbon to open the Account Settings window. Figure 6 Account Settings button in Outlook 2010/2013 Published: 7/2/2014 Add-in for Microsoft Outlook 9
10 The Account Settings window displays the list of your accounts and their respective URLs. Figure 7 AT&T Connect Account Settings window 3. Click the New button ( ) to open the Add New AT&T Connect Account window. Figure 8 New AT&T Connect Account Details window 4. Enter your account information, as follows: Display name the name you want to display for this account. This name should be unique for all accounts defined in the add-in for Outlook. AT&T Connect URL the URL of the AT&T Communication Center where you are registered. It is recommended you specify the or URL prefix. 5. Click OK. The AT&T Connect account is added to the list of Web accounts in the AT&T Connect Accounts tab. Published: 7/2/2014 Add-in for Microsoft Outlook 10
11 Clearing Cache If you click the feature, the cached information is cleared. As a result, all the information will be collected when you next create a conference. The data collection process occurs the next time a meeting is scheduled and may slow down the scheduling process on the first occasion a meeting is scheduled after the cache is cleared. Changing the Preferences for Moderated Conferences You can change the imeeting, elearning, and Webinar conference settings or even change the default conference type for all your future conferences. To change the preferences for moderated conferences: 1. From the AT&T Conferencing ribbon select Account Settings. 2. In the Account Settings window, select your Connect account, click Edit, and then click Profile Settings. 3. Your default browser opens and displays the Profile Details page that is used to change your conference settings for each of the conference types and to set the default conference settings for your meetings. Figure 9 Conference settings and preferences Note: Changing the Preferred Conference Type will change the default meeting type for the Add-in when scheduling a new meeting. The Set As Default option on the Account tabs is configured according to this setting. Any meeting that is set by using the Use Default option will change to the default meeting type on entering the conference. Published: 7/2/2014 Add-in for Microsoft Outlook 11
12 Editing a web account 1. Select Account Settings from the AT&T Conferencing menu to open the Account Settings window and select the account you want to edit. 2. Click the Edit button ( ) to open the Edit AT&T Connect Account window. The window is set with the details of the selected account. Note: myat&t accounts are not editable from within Outlook. Editing these accounts is allowed from myat&t only, and then the Add-in s Accounts are automatically updated. 3. Enter your changes and click OK. Setting a web account as Default If you have more than one web account, you can choose one to set as the default account. Only one default account is allowed. Changing the default in myat&t changes the default web account; however changing this default will not change the default in myat&t. 1. Select Account Settings from the AT&T Conferencing menu to open the Account Settings window and select the account you want as default. 2. Click on the Set as Default button ( ) and click OK. A checkmark ( ) appears next to the name of the default account. Removing a web account 1. Select the account you want to remove in the Account Settings window. 2. Click the Remove button ( ) and click OK. The account is removed from the list. Note: It is impossible to remove myat&t accounts from the add-in for Outlook interface. Removing myat&t accounts from myat&t automatically removes them from the Outlook add-in. Turning the Desktop alerts on/off Desktop alerts are toast or popup messages that appear on the desktop five minutes before the scheduled meeting start time and allow you to join the conference and dismiss the reminder in a single click. Desktop alerts are turned off by default as they may slow down the performance of Outlook due to Microsoft known limitation. Published: 7/2/2014 Add-in for Microsoft Outlook 12
13 To set desktop alerts: 1. Open the Account Settings window as described in Changing the Preferences for Moderated Conferences. 2. On the AT&T Connect Accounts tab, select the Display a Desktop Alert for AT&T Connect and Connect Audio Conferences option to enable the toast messages reminder for AT&T Connect conferences or clear the option to disable the reminder. Scheduling an AT&T Connect web conference This section describes how to schedule a single or recurring AT&T Connect Web conference from your Microsoft Outlook. Note: You can schedule an AT&T Connect Web conference if at least one AT&T Connect account is defined. (You automatically have all the accounts taken from your myat&t application.) For information on creating and modifying account settings, see Creating and Managing Your AT&T Connect Web Accounts. Opening an AT&T Connect web meeting request in Outlook Choose one of the following ways to open a new Outlook window with an invitation to an AT&T Connect Web Meeting. For single web conferences In the Main window of Outlook, click on the AT&T Conference button. or Figure 10 AT&T Conference buttons Published: 7/2/2014 Add-in for Microsoft Outlook 13
14 If you have more than one option, click AT&T Connect Web Conference in the drop-down menu. Figure 11 AT&T Connect Web Conference menu options or In Calendar view, right-click on specific calendar time slot and select New AT&T Connect Web Conference. Figure 12 New AT&T Connect Web Conference from Calendar view or Outlook 2007: In the top menu bar, click the AT&T Conferencing menu and select AT&T Connect Web Conference. Figure 13 AT&T Connect Web Conference menu item in Outlook 2007 Published: 7/2/2014 Add-in for Microsoft Outlook 14
15 Outlook 2010/2013: In the top menu bar, click on the AT&T Conferencing menu and select New Web Conference. Figure 14 AT&T New Web Conference tab option in Outlook 2010/2013 Notes: Recurring meetings appear in this menu only in Calendar view. For all Microsoft Outlook versions, AT&T Web Conference and AT&T Voice-Only conference groups/menus appear and disappear according to the existence of at least one account of each type respectively. Recurring conferences Open a new AT&T Connect Web Conference as described above and click the Recurrence button. A new Outlook window opens for sending an AT&T Connect Web meeting request. A message might pop up, informing you that the details for accessing the conference are automatically added to the body of the message. (You briefly see these details when you send the meeting request.) The Location box displays AT&T Connect Online Meeting at <Account URL> Details below. The body is filled with the conference details (link and phone details) after clicking Send. Sending an invitation Sending an AT&T Web Conferencing invitation is as easy as sending any invitation. All you need is to perform the following steps: 1. Open an AT&T Connect Web Conference as shown above. 2. Add the recipients in the To box. 3. Add the subject of the conference in the Subject box. 4. Select the start and end times if you did not open the request from a calendar time slot. 5. Click Send. Published: 7/2/2014 Add-in for Microsoft Outlook 15
16 Viewing and switching your account In cases where you have more than one AT&T Connect account to choose from, you can select which account to schedule the meeting on. Note: The default account is set via myat&t when setting myat&t to another default, Outlook Add-in changes the default to match it. For more information, see Creating and Managing Your AT&T Connect Web Accounts. 1. When a Meeting Request is opened, click the Settings menu button to open the submenu with the AT&T Connect default account displayed by name or URL address. When hovering over the default account, the selected account is marked with a check. 2. To switch the account, click a new account in the list. The check is displayed next to the name of the new account and the location and body of the meeting request are changed accordingly. Figure 15 AT&T Connect Web accounts Note: The list includes only AT&T Connect Web accounts. Scheduling a moderated conference The add-in for Outlook allows you to schedule three conference types: Use Default Defines the conference type as the Preferred Conference selected in the Host Profile Settings window. Webinar a moderated conference in which, by default, the Participants list is hidden and sending notes among participants is usually prohibited. elearning a moderated conference in which a teacher-student relationship exists between the presenter and participants. By default, in elearning conferences, participants can view the Participants list. imeeting (default) allows multiple participants to take a pro-active role in the conference. All participants typically have similar conference rights and privileges. An imeeting has one host, one presenter, and can have multiple participants. The imeeting is used as the default conference type unless otherwise specified in the Settings options. The conference Type may be changed when either creating or updating a meeting. For more detailed information, see the latest AT&T Connect Participant User Guide. Published: 7/2/2014 Add-in for Microsoft Outlook 16
17 To schedule a meeting as a specific conference type: 1. When a Meeting Request is opened, click the Settings menu button. 2. Select Conference Type and then from the list select the conference type to schedule. 3. Select the Use Default option to automatically set the predefined meeting type for all your meetings. imeeting is the default meeting type used if not otherwise changed by the user. Figure 16 Conference settings and conference types Converting a scheduled meeting into a web conference To convert a regular meeting that you have already scheduled in your Outlook calendar into an AT&T Web Conference, follow these steps: 1. Open the meeting you wish to convert (new or existing). 2. In the Outlook meeting request, click the Make this an AT&T Conference button in the ribbon bar (When two types of accounts are set up, select AT&T Connect Web Conference in the submenu). 3. Click Send. Figure 17 AT&T Conference type options The meeting information (link to the web conferencing and dial-in instructions) is automatically added below to any custom text that you have provided. Published: 7/2/2014 Add-in for Microsoft Outlook 17
18 Note: A single AT&T Connect Web conference that has already been sent to participants cannot be changed into a recurring series. Getting invited to conferences initiated by others Other users who have the add-in for Outlook can invite you to AT&T Connect Web conferences that they initiate. The invitation appears in your Outlook Inbox and Calendar views. You can choose to accept, reject, or propose a new time for the conference in the same way you do for regular Outlook meetings. Joining a conference Once you have installed the AT&T Conferencing Outlook add-in, AT&T Connect Web conferences appear in your calendar as regular Outlook meetings. This includes AT&T Connect conference invitations sent to you by other AT&T Connect users. When the conference goes live, you can access the conference directly from Outlook. Note: Whether or not the add-in for Outlook is used to create Connect meeting, the conferencing add-in for Outlook detects any Connect meeting by the link placed in the meeting s body, and then presents users with several options of directly joining the meeting. Joining a conference from within the calendar entry 1. Double-click on the conference you want to join in Outlook s Calendar view. 2. Click Join Event Now in the AT&T Connect group on the ribbon bar in the conference s window. Figure 18 Join Conference button Published: 7/2/2014 Add-in for Microsoft Outlook 18
19 Using the toast message to join a conference from your computer (disabled) The add-in for Outlook may display notifications as toast messages in the Notification Area at the bottom right hand side of the Task bar. Such notifications function as a reminder of an upcoming Connect conference. For Connect meetings and Audio Conference Monitor meetings, the toast message appears 5 minutes before the event is due to start and at the time of the event. The toast message is displayed in this manner as long as the meeting reminder is not dismissed. When the toast message is activated it will display for a period of 10 seconds then disappear. If the mouse pointer is positioned over the toast message then the message will remain visible until the mouse point is removed. Figure 19 Reminder of Connect conference Joining a conference from the Toast Message is the fastest way to join a conference. To join the conference from the Toast message: 1. In the AT&T Connect Conference Toast message click Join Now. You enter the conference directly and the reminder for that meeting is automatically dismissed. 2. To open the meeting double click anywhere on the message. Note: This feature is not active by default since, in rare cases, it may cause some delays in Outlook operation due to a Microsoft Outlook known issue. To switch it on/off, go to the Account Settings dialog located under the AT&T Conferencing menu. For more details see Creating and Managing Your AT&T Connect Web Accounts. Joining a conference from a computer without the Add-in for Outlook 1. In Mail or Calendar view, open the conference s invitation and click the link to the conference. 2. Enter your login information when prompted. Your browser opens automatically and you enter the conference. Published: 7/2/2014 Add-in for Microsoft Outlook 19
20 Joining a conference by telephone only On Your Computer 1. In Mail or Calendar view, open the conference s invitation and click the Dial-in Instructions button to open the Dial-in Instructions page. This page lists telephone access numbers and guides you through the dial-in process. Figure 20 Dial-In Instructions ribbon item 2. Follow the instructions to dial the Teleconference Service and connect to the conference. Figure 21 Dial-In Instructions details On a Computer without the Add-in for Outlook In Mail or Calendar view, open the conference s invitation and read the dial-in instructions under TO CONNECT WITH YOUR TELEPHONE ONLY. Follow the instructions to dial the Teleconference Service and connect to the conference. Published: 7/2/2014 Add-in for Microsoft Outlook 20
21 Working in Delegate Access or Shared Calendar Mode If you manage someone else s calendar using either Outlook s Delegate Access or the Share Calendar feature for example, as an assistant who manages their manager s calendar, you can create AT&T Connect Web conferences, AT&T Voice-only conferences and AT&T Telepresence Solution conferences for this person just as you would create regular Outlook meetings for them. Once you click on the manager s calendar, your add-in for Outlook functions as if you are in the manager s calendar. For example, when creating a new AT&T conference, the meeting is created in the manager s calendar with the manager s credentials. This means that you, as an assistant, do not need a valid account defined for you as long you have Outlook add-in. You can even define a new account (using the Account Settings window) for your manager (assuming you have the manager s credentials). Though for the sake of simplicity it is recommended that managers activate their accounts on their own PCs Outlook Delegate Access and the Share Calendar features support a variety of permission settings. Of these, the only permissions relevant to AT&T Connect meetings are those that allow managing meetings on behalf of another. In order for you, as the assistant to manage your manager s calendar, your manager needs to designate you as a delegate. The following steps explain how to do this. To allow work with AT&T Connect conferences in Delegate Access or Shared Calendar mode, the manager must perform the following: 1. In Calendar view, right-click the Calendar header bar and select Properties to open the Calendar Properties window. Figure 22 Opening Delegation Permissions Dialog Published: 7/2/2014 Add-in for Microsoft Outlook 21
22 2. Click the Permissions tab. Figure 23 Permissions tab in the Calendar Properties window or 3. In Outlook 2007, from the main menu, select Options from the Tools tab and click the Delegates tab. Then Add or select the user to whom you want to grant permissions (such as your assistant). Figure 24 Delegate Permissions window Published: 7/2/2014 Add-in for Microsoft Outlook 22
23 4. Assign permission levels to the delegate. To work with the AT&T Conferencing Outlook add-in, you must set one of the following permission levels when sharing a calendar between you and the other user, or when delegating access to another: Owner Editor Author Publishing Author Publishing Editor 5. Ensure that AT&T Connect add-in for Outlook is installed on your and your assistant s computers and that the same version is installed on each computer. Once the meeting is scheduled, it is sent to the invitees as a regular Outlook meeting from the conference owner (the manager). From this point, the manager can manage and join this conference from his/her calendar. You, as the assistant, can open and manage the conference invitation by accessing the manager s calendar. Note: When creating, updating or deleting a conference, the process is the same as described above for single or recurring conferences. Important: When scheduling a meeting in someone else s calendar using delegation, Outlook will ask whether you wish to add the meeting to your calendar. You must choose No. For the meeting to be properly displayed in your calendar, add yourself as a regular recipient to the meeting while scheduling or updating it. Reporting an application problem You can report problems that you have with the Add-in for Outlook using the Log Submission Utility (LSU), a special application installed with the add-in. This application enables you to send logs and other AT&T Connect data to the AT&T Customer Support team. The data helps the AT&T Customer Support team analyze problems with the application on your environment, and helps to improve AT&T Connect products in future versions. Your personal information remains confidential and is not shared or used for purposes other than AT&T support. Published: 7/2/2014 Add-in for Microsoft Outlook 23
24 Activation In some cases, when you encounter a problem in the Add-in for Outlook, you can start the LSU s Report a Problem window by clicking the Report a Problem item in the AT&T Conferencing ribbon: Figure 25 Report a Problem Button In these cases, all you need to do is describe the problem that you experienced and click Send Report. Figure 26 Report a Problem Window Sending a Report 1. Write a description of the steps that you took before the problem occurred to help the AT&T support team analyze the problem (optional). 2. Write a detailed description of the problem. 3. Click Send Report. Published: 7/2/2014 Add-in for Microsoft Outlook 24
25 Report ID Reports sent without calling Customer Support are used for statistical purposes. The Report ID displayed at the bottom of the dialog is a random number that identifies your reports. The same number is used for all the reports you send. You need this number when contacting the Support team about your problem after sending the report. You can perform one of the following when asked for this number: Double-click the number to open an message that is addressed to Customer Support with your Report ID. You can add additional details in the message before sending. Re-open the Log Submission Utility (as explained above) and provide Customer Support with your Report ID. Select the Report ID (using your mouse) and copy-paste it to any other document that you write. When the Send Operation Fails If the automated log submission fails, the LSU automatically copies a file to your desktop and issues the following Figure 27 of Log Submission Failure Perform the following steps: 1. Attach the file located on your desktop to the message. Note: The LSU displays the name of the file that you need to attach in the message body. 2. Click Send. 3. After sending the mail with the attachment, you can delete the file from your desktop. Published: 7/2/2014 Add-in for Microsoft Outlook 25
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User Guide Outlook 2010 Mail, Calendar, Contacts, Notes & Tasks IT Training (818) 677-1700 firstname.lastname@example.org www.csun.edu/it/training CSUN IT Training YouTube Channel http://www.youtube.com/user/csuninfotech
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ShoreTel 13 Part Number 850-1234-01 Document and Software Copyrights Copyright 1998-2012 by ShoreTel Inc., Sunnyvale, California, USA. All rights reserved. Printed in the United States of America. Contents