InterCall Overview

Transcription

InterCall Overview
For more information:
In the U.S.:
800.374.2441
www.intercall.com
[email protected]
In Canada:
877.333.2666
www.intercall.ca
Cisco WebEx Connect
Administrator’s Guide
© 2009. WebEx Communications, Inc. All rights reserved. Cisco, WebEx, and Cisco WebEx are registered
trademarks or trademarks of Cisco Systems, Inc. and/or its affiliates in the United States and certain other
countries. Other brands and products are trademarks or registered trademarks of their respective holders.
Last modified on: 4/29/2009
Table of Contents
Getting Started ....................................................................................................................4
Client Site and Desktop Requirements ............................................................................4
Network Requirements ....................................................................................................4
Capacity and Bandwidth Requirements...........................................................................5
Bandwidth Requirement —P2P ...................................................................................5
Bandwidth Requirement —With Server Proxy .............................................................5
WebEx Connect Settings .............................................................................................6
Advanced Auditor Options ...........................................................................................6
IM Client Proxy Addresses ...........................................................................................6
Public IM Domain Names and URLs............................................................................7
WebEx Connect Integration with Other Instant Messagers..........................................7
Communicating with LCS and Sametime Users ..........................................................8
WebEx Connect Admin Console Setup ...........................................................................9
Administrative Tools ...................................................................................................11
Adding Users .....................................................................................................................12
Adding Users .................................................................................................................12
Searching Users.........................................................................................................12
Adding single users ....................................................................................................13
Importing multiple users from a CSV file ....................................................................14
Editing users...............................................................................................................15
Adding Users with Single Sign-on and Directory Integration Enabled ...........................16
Assigning Spaces ..........................................................................................................16
Adding Groups ...............................................................................................................16
Adding groups ............................................................................................................18
Editing groups ............................................................................................................18
Deleting groups ..........................................................................................................19
WebEx Connect Roles...................................................................................................20
Default Roles..............................................................................................................20
Configuring WebEx Connect .............................................................................................21
Configuring WebEx Connect..........................................................................................21
Notifications, Emails, and Alert Templates ....................................................................24
Email Templates ............................................................................................................24
Premium Services Configuration ...................................................................................26
Calendar Application Configuration ...............................................................................27
Migrating WebEx Connect .............................................................................................27
Using the Policy Editor ......................................................................................................29
Understanding the collaboration features ......................................................................29
Using the Policy Editor...................................................................................................30
Adding Policies...........................................................................................................30
Adding actions to a policy...........................................................................................30
Applying policies to groups.........................................................................................32
Disabling Connect Spaces.............................................................................................32
Disabling Auto Upgrade .................................................................................................33
Single Sign On and Directory Integration ..........................................................................35
Single Sign-on................................................................................................................35
Single Sign-On Requirements....................................................................................35
Single Sign-On Configuration of the Admin Console .................................................35
Example for Installing WebEx Connect Client for SSO ..............................................37
Directory Integration.......................................................................................................37
2
Directory Integration Import Process and File Formats .................................................38
User File Formats.......................................................................................................38
Group File Formats ....................................................................................................39
User Inactivation.........................................................................................................40
Group Deletion ...........................................................................................................41
Reports ..............................................................................................................................42
WebEx Connect Reports ...............................................................................................42
Usage Report .............................................................................................................42
User Report ................................................................................................................42
Storage Consumption Report.....................................................................................43
Generating Reports........................................................................................................43
CSV File Format ................................................................................................................45
CSV Fields .....................................................................................................................45
CSV File Import Process................................................................................................45
Sample CSV file.............................................................................................................46
Library Management..........................................................................................................47
Adding Applications .......................................................................................................47
Copying applications to a library ................................................................................47
Approving request to add application to public library................................................48
Removing applications from a library .........................................................................49
Restoring applications to a library ..............................................................................49
WebEx Connect Command-line Parameters.....................................................................51
Command-line Parameters ............................................................................................51
3
Getting Started
The WebEx Connect Admin Console enables administrators to monitor, manage, control,
and enhance user access to WebEx Connect.
This section includes a summary of tasks to quickly get started using the WebEx Connect
Admin Console. For more detailed instructions, refer to the chapters in the rest of the
document.
For more information on using the WebEx Connect product, refer to the WebEx Connect
Help.
A WebEx Connect organization administrator can perform the following functions using
the WebEx Connect Admin Console:
Create new users
Edit user properties
Configure WebEx Connect settings for users
Client Site and Desktop Requirements
The following are the minimum and recommended desktop requirements to install and run
the WebEx Connect Client.
Platform
Hardware
Disk Space
Browser
Internet
Connection
Email Program
Audio
Video
Windows: Pentium processor running Windows XP Professional
Service Pack 2 or Vista
Intel Celeron CPU 2.40 GHz, 512 MB Memory
60 MB free hard drive space (100 MB of temporary space for the
installation)
Internet Explorer 6.0 SP2, 7.0, Mozilla Firefox 2.0
Internet connection that allows full Internet usage (not just a free
email service). Minimum requirement: Dial-up 56 kbps.
Recommended: Broadband connection.
Microsoft Outlook 2000 SP4 or later, Microsoft Outlook Express,
or Microsoft Outlook 2007
Full duplex sound card and a headset
At least 1.8 GHz CPU, 800x600 resolution, 256 colors or more,
and a webcam
Network Requirements
The following are the Network requirements to access the WebEx Connect Service. The
Client PC must have Internet connectivity and be able to connect to the following hosts
and ports:
Type of Connection
WebEx Connect IM
– Secure SSL
Connection
Host Name
Slogin.oscar.aol.com
Port
443
4
WebEx Connect
Client configuration
service (see note)
WebEx Connect
VoIP/Video
WebEx Connect
Desktop Sharing
WebEx Connect
Premium service
://aimpro.premiumservices.aol.com/cc/ClientCon
figurationWS.jws
80 or 443
avsglobal.webex.com
80 or 443
aimprods01.webex.com
80 or 443
components.premiumservices.aol.com
aimpro.premiumservices.aol.com
radaol-prod-web-rr.streamops.aol.com
80 or 443
Note: WebEx Connect Client uses the Web Proxy information configured in Internet
Explorer to access the client configuration service. If the proxy in the customer network is
an authenticated proxy, the proxy will be appropriately configured to allow access to this
URL without requiring any authentication. Additionally, ensure that you allow access to all
URLs that have webexconnect.com and webex.com in them.
Capacity and Bandwidth Requirements
The following are the recommended bandwidth requirements for the Video sessions
initiated from the WebEx Connect Client:
BANDWIDTH REQUIREMENT —P2P
Resolution
QVGA(320X240)
QCIF(176X144)
Maximum Frame
Rate (fps)
15
15
Minimum
Bandwidth (kbps)
35-80
30-60
Maximum
Bandwidth (kbps)
250-300
150-200
BANDWIDTH REQUIREMENT —WITH SERVER PROXY
Resolution
QVGA(320X240)
QCIF(176X144)
Maximum Frame
(fps)
10
10
Minimum
Bandwidth (kbps)
25-70
20-50
Maximum
Bandwidth (kbps)
160
90
The bandwidth matrix is intended as a guideline. Additional bandwidth might be required
based on your usage.
5
WEBEX CONNECT SETTINGS
The following settings are required for WebEx Connect, including the type of connection,
host name, port, and IP addresses.
Type of Connection
IM Service
VoIP/Video
Desktop Sharing
Premium service
Connect Platform
User Registraton and
MarketPlace
Shortcut redirect URLs,
Downloads and
Documentation URLs
WebEx Services
Incoming Emails
Connect IP Addresses
AOL Network Range
Host Name
slogin.oscar.com
avsglobal.webex.com
aimprods01.webex.com
components.premiumservices.aol.com
aimpro.premiumservices.aol.com
radaol-prod-web-rr.streamops.aol.com
Swapi.webexconnect.com
dms.webexconnect.com
Marketplace.webex.com
Port
443
80 and 443
80 and 443
80 and 443
www.webex.com
80 and 443
To receive automatic Username &
Passwords, set your SPAM Filter to allow
emails from mda.webex.com.
66.163.32.0 – 66.163.63.255
209.197.192.0 - 209.197.223.255
205.188.0.0 – 205.188.255.255
64.12.0.0 – 64.12.255.255
80 and 443
80 and 443
80, 443 and 5190
ADVANCED AUDITOR OPTIONS
The following settings are required for Advanced Auditor, including the type of connection,
host name, and port
Type of Connection
IM Service with Auditor Option
Advanced Auditor admin
Console
WebEx AIM Pro - Secure SSL
connections
WebEx AIM Pro - Non-secure
connections
Host Name
slogin.webexaimpro.com
https://<companyid>.webexaimpro.com
Port
5191
8443
slogin.webexaimpro.com
5191
login.webexaimpro.com
5190
The Advanced Auditor Solution can also be used to manage and audit the traffic from/to
public IM clients (Yahoo, MSN and/or GoogleTalk). IMA can be set to monitor/manage the
public IM traffic in one of the two ways:
 Configuring the public IM clients with the proxy address provided by WebEx
Communications Inc.
 Configuring the DNS server to redirect the URLs used by public IM clients to
WebEx IM A servers.
IM CLIENT PROXY ADDRESSES
Following table lists the proxy addresses for different IM clients. The firewalls need to be
setup appropriately to allow public IM clients to access the proxy addresses.
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Type of Connection
Yahoo IM
MSN Messenger
GoogleTalk
AIM
(Note: AIM 6.1 does not allow proxy
to be configured)
Host Name
proxy.webexaimpro.com
proxy.webexaimpro.com
proxy.webexaimpro.com
proxy.webexaimpro.com
Port
1080
1080
1080
1080
PUBLIC IM DOMAIN NAMES AND URLS
Following table lists the public IM domain names and the corresponding WebEx URLs.
The DNS should be configured to redirect the public IM domain names to the URLs
specified. The firewalls need to be setup appropriately to allow connectivity to the WebEx
IMA addresses.
Public IM Domain Name
scs.msg.yahoo.com
relay.msg.yahoo.com
scsa.msg.yahoo.com
scsb.msg.yahoo.com
scsc.msg.yahoo.com
scsd.msg.yahoo.com
messenger.hotmail.com
messenger.msn.com
gateway.messenger.hotmail.com
talk.google.com
login.oscar.aol.com
Note: AIM 6.1 is not supported
WebEx IMA domain names
proxy.webexaimpro.com
Port
5050
proxy.webexaimpro.com
1863
proxy.webexaimpro.com
login.webexaimpro.com
5222, 5223
5190
Public IM clients such as Yahoo! Messenger and MSN are designed to evade the
common firewall and proxy controls used by enterprises. For Advanced Auditor solution to
monitor the traffic from/to public IM clients, it is required that any direct connectivity
between the public IM clients and the public IM cloud be prevented.
Refer to the Facetime documentation on the latest information on IP addresses, URLs,
and Ports that need to be denied access to block direct communication between public IM
clients and the public IM cloud.
WEBEX CONNECT INTEGRATION WITH OTHER INSTANT
MESSAGERS
WebEx Connect can federate with users of many leading Instant Messengers, including
Jabber, IBM Lotus Sametime, and Microsoft Live Communications Server (LCS).
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COMMUNICATING WITH LCS AND SAMETIME USERS
The following prerequisites are necessary so that third party Instant Messaging solutions,
such as Microsoft Live Communications Server (LCS) and IBM Lotus Sametime work
properly with WebEx Connect:
The third party Instant Messaging solution must have federation with AIM network
enabled.
Connectivity between the third party Instant Messaging solution and AIM network
has to be established through respective vendors of the third party solution.
For Intra-Company Federation (users who want to use the third party solution and
WebEx Connect) need to use different domain names for the two Instant
Messaging solutions.
WebEx Connect administrators need to make the following DNS changes for their
domain, for example, acme.com, to enable federation with the third party Instant
Messaging solutions.
DNS Entry Format for Federating with Microsoft LCS
The format for Microsoft LCS is:
_SIPFederationTLS._TCP.connectcustomer.com 3600 IN SRV 0 1 5061
sip.oscar.aol.com (replace connectcustomer with your organization’s domain
name).
DNS Entry Format for all other Instant Messengers
The format for all other supported third party solutions is:
_sips._tcp.connectcustomer.com 3600 IN SRV 0 1 5061 sip.oscar.aol.com (replace
connectcustomer with your organization’s domain name).
After the prerequisites are complete, WebEx Connect users can add the LCS or
Sametime contacts with their screen name, just like any other contact and can begin
exchanging IM conversations.
Note: Due to the DNS caching in the internet, changes to DNS settings can take a few
hours (in some cases, up to 72 hours) to take effect.
Note: The domain name used by the enterprise system and the domain name used by
WebEx Connect cannot be the same.
8
WebEx Connect Admin Console Setup
You can access WebEx Connect administrative functionality the first time using the steps
below. If you have Spaces disabled, see “Logging in with Spaces Disabled.”
Logging in with Spaces Enabled
To access to WebEx Connect administrative functionality the first time you log in, follow
these steps:
1
2
3
4
5
6
7
Check your inbox for email from WebEx. The email is sent to the email address
designated as the implementation contact when ordering the service. If you do
not see the email from webex.com check your spam filter or contact WebEx
Support.
Click on the URL in the email to reset the password.
Click on the URL in the email to download the latest WebEx Connect client.
Install and start WebEx Connect.
Log in using the email address and password from the initial account setup.
Click on the Spaces icon and then click on MyWebEx.
Click on the Administrative Tools tab to enter the WebEx Connect Admin
Console. For more information on using WebEx Connect, refer to the WebEx
Connect Help.
9
The following buttons appear on the User tab:
Button
Add User
Description
Add users on the User tab, one at a time.
Edit User
Open the Edit User dialog box to edit users.
Import Users
Import users from a CSV file.
From the Administrative Tools tab, you can then:
Customize emails you send to new WebEx Connect users and when users invite
others to join WebEx Connect Team Spaces.
For more information on customizing email templates, see “Notifications, Emails,
and Alert Templates.”
Add new WebEx Connect users from the User tab. Assign Roles and Groups to
users.
For more information on adding users, see “Adding single users.”
Configure WebEx Connect for users from the Configuration tab.
For more information on configuring WebEx Connect, see “Configuring WebEx
Connect.”
Use the Import Users button on the User tab to importing user information from a
CSV (comma separated value) file. For more information on importing users,
guidelines for formatting CSV files, and a sample CSV, see “CSV File Format.”
For more information on importing users, see “CSV File Format.”
Note: For additional information and documentation, click on the About tab.
10
Logging in with Spaces Disabled
If you have Spaces disabled, you can access the WebEx Connect Admin Console by
accessing this URL:
http://www.webex.com/go/connectadmin
Note: Customers with Single Sign-On or Directory Integration enabled need to contact
WebEx representative for assistance in getting started with launching WebEx Connect
Admin Console.
ADMINISTRATIVE TOOLS
The following tabs are available in the WebEx Connect Administrative Tools:
Tab
User
Configuration
Policy Editor
Group
Report
About
Description
Add user information.
Configure settings for users.
Set policies and rules for users.
Assign users to groups and assign group policies.
View usage reports on users.
View WebEx Connect documentation and version.
11
Adding Users
The User tab enables you to view, edit, and create, groups, users, and roles for any
applications running on the WebEx Connect users. From the User tab, you can:
Add users
Import users from a CSV file
Assign users to Groups
Add new Groups
Assign Roles to users
Adding Users
You can search for, create, and edit users, and assign groups and roles to users. The Org
Administrator role can only be assigned to users who are members of the top level group.
A top level group, with the name of the organization provided at the time of provisioning.
The name of the top level group begins with the name of the organization.
In addition to manually adding and editing users and groups, the process is different for
adding and editing users when SSO and directory integration is enabled. For more
information on configuration, see “Single Sign On and Directory Integration.”
For more information on adding users with SSO and Directory Integration enabled, see
Adding Users with Single Sign-on and Directory Integration.
SEARCHING USERS
By default, the User tab shows each user’s name, their email address, the primary group
to which they belong and the assigned roles. The search field is case-sensitive.
As an administrator you may have hundreds of users in your organization. If you want to
view or change the details of one particular user, you want to be able to find that user
easily. The WebEx Connect Admin Console has a filter and search feature that allows you
to limit the number of user records showing at any one time or search for a specific entry.
12
To search for users:
1
2
3
4
Click the Search arrow to the left of the search field to display the dropdown list
search criteria. Choose to search by email, first name, last name, or group name
from the dropdown list.
Enter at least the first three letters of the search criteria into the search field,
except for Search by Org Admin, which does not require a search string.
Select Page Size for the number of users to display per page.
Click the search button to the right of the search criteria.
WebEx Connect Admin Console displays the records that match the search criteria.
You can filter the records by selecting a criteria option from the Search drop-down list.
Filter criteria options
List by
Definition
User Name
Enter at least three letters of the user’s first or last name
on which to search. All users with a name matching those
letters are displayed in the User pane.
Email Address
Enter an email address on which to search. All users with
an email address matching that letter are displayed in the
User pane.
Group Name
Enter a group name to search. All users in that group are
displayed in the User pane.
Inactive User
Enter the inactive user’s first or last name.
Org Admin
Select this option to display all Org Admin users. You do
not need to enter any search criteria. To find a specific
Org Admin, enter the user’s first or last name.
Employee ID (LDAP only)
Enter the user’s exact Employee ID. This is for use only
when Directory Integration is enabled.
You can also limit the number of records displayed in the User pane. From the Page Size
drop-down list, choose how many records to display per page. In addition, you can click
First, Prev, Next, and Last buttons (shown below) to go to scroll through the list of
records.
ADDING SINGLE USERS
An administrator can add new users, one at a time from the User tab. If not explicitly
specified, a user is created under the default group with the default role (Group Member).
The default group is decided when the user is created.
Note: If you do not assign a user to a group an error message appears.
To create a new user:
1
From the WebEx Connect Admin Console, select the User tab.
13
2
3
4
5
Click on the Add User icon to insert a new row.
Click in the Name field and enter the user’s name.
Click in the Email field and enter an email address.
Double-click the Home Group field to select a group. The User Group and Role
Management screen appears.
6 Click on a Group Name to associate with this user and click Select. To create
new groups, see “Adding Groups.”
7 Click on the Roles link to select a role. The User Group and Role Management
screen appears.
8 Select the Role check box to assign to the user. You can select more than one
role to assign to the user.
9 Click Save. User records are automatically saved.
10 Continue adding users by clicking the Add User icon and repeating the previous
steps.
New users receive a welcome email based on the Welcome Email template in
the WebEx Connect Admin Console. For details on email templates, see
“Notifications, Emails, and Alert Templates.”
Note: If there is missing information or errors when you add new users, the errors are
highlighted in yellow and a message is displayed.
IMPORTING MULTIPLE USERS FROM A CSV FILE
To import users from a CSV file:
1
From the WebEx Connect Admin Console, select the User tab.
2
To import multiple users click the Import User button.
14
The Import User dialog box appears above the user list.
3
Click Select File to select the CSV file you want to import and click Import.
After the import is complete, the administrator who initiated the import, receives
an email with the status of the import. The email states whether the import was a
success, failure, or terminated.
The CSV file is imported and the users appear in the User tab. For more
information on CSV file format and a sample file, see “CSV File Format”
EDITING USERS
As an administrator, you have permission to edit all the properties of an existing user. You
can change the groups a user is assigned to and change the roles associated with that
user.
To edit a user:
1
2
Select the user you want to edit in the User tab.
Click the Edit User icon.
The Edit User dialog box appears. All the current properties of the user are displayed.
3
Edit any properties in the Edit User dialog box. In addition, you can use this
screen to reset the user password.
Note: The Screen Name format must match the Business Email format and must comply
with the domain list. By default, this value is automatically populated.
4 Click Save.
15
Adding Users with Single Sign-on and Directory
Integration Enabled
In addition to manually adding and editing users and groups, the process is different for
adding and editing users when SSO and directory integration is enabled. For more
information on Single Sign-on (SSO) and Directory Integration, see “Single Sign On and
Directory Integration.”
When Directory Integration is implemented with WebEx Connect:
Users and groups are created from corporate directory files provided by the
company or organization.
Org Administrators cannot directly edit the user and group data. When the user and
group data needs updating, the company provides an updated corporate directory
file that can be imported into WebEx Connect.
The CSV file import function is not available.
When Single Sign-On is implemented with WebEx Connect.
New user accounts are automatically created when the user logs into WebEx
Connect for the first time.
When SSO is implemented, user accounts are automatically provisioned the first
time the user logs into WebEx Connect.
Assigning Spaces
The WebEx Connect Administrator can reassign spaces owned by a user to any user.
Once assigned the user to which the space is assigned becomes the space administrator
for all the spaces. For example, if an employee leaves a company, the Administrator can
reassign this user’s spaces to another user. You can turn off the spaces feature by
creating a policy. For more information, see “Disabling Connect Spaces.”
To reassign a space to another user:
1
2
3
Right-click the name of a user from the User tab and select Assign User.
Enter the name of the user you want to be the space owner for all the spaces
that belong to this user.
Click Assign.
Adding Groups
The WebEx Connect Administrator organizes users into groups. The groups are assigned
group policies to determine what actions should be taken when users belong to a
particular group. Users can be members of one or more groups. However, policies
applied to users’ home group overrides any other policies.
The first time you open the WebEx Connect Admin Console there will be a default list of
groups available. These groups cannot be edited or deleted at this time, however you can
create new groups or edit or delete these new groups at any time. You can assign users
to a group to which you apply a specific policy.
16
When WebEx Connect is provisioned, an Organization is created the top level group:
A top level group, with the name of the organization provided at the time of
provisioning. The Org Administrator role can only be assigned to users who are
members of the top level group. The name of the top level group begins with the
name of the organization.
Note: WebEx Connect sees a personal library appear as a group associated with a user,
but this group cannot be modified.
Assigning the Org Administrator Role
A user can be assigned an Org admin role, as long as the user is a member of top level
group. A member of a group can be assigned Group Administrator Role. For LDAP only,
users can be assigned the Org Admin role to the top level group by right-clicking on the
user and selecting Assign Org Admin.
Group Administrator Role
Group Administrator role allows a user to:
View a list of users in the group, and in the sub-groups
Search for users by group, and move users between the groups managed
Apply policies to groups managed
Be an administrator of only one group (home-group and its sub-groups)
Create sub-groups
A Group Administrator cannot:
Create new users
No migration tab, therefore cannot migrate users
Create policies
17
Note: Users can only be a group administrators for their home group.
ADDING GROUPS
If you are an org or group administrator, you can create new groups.
To create a new group:
1
2
From the User tab, double-click to select a group.
From the User Group and Role Management dialog box, double-click to open the
Select Group box.
3
4
5
Right click to Add a group. The default name New Group is assigned.
Enter the name of the group at the top of the dialog.
Select the group and click Select to save the group and close the Select Group
dialog.
Click Save on the User Group and Role Management dialog box.
6
EDITING GROUPS
As an administrator, you rename groups.
To edit an existing group:
18
1
2
Select the group you want to edit in the User tab.
Double click the group name. The User Group and Role Management dialog box
appears.
3
Double click the group name to open the Select Group dialog box. Edit any
properties in the User Group and Role Management dialog box.
To rename a group, click at the top of the dialog box, next to Group Name and
enter a new name.
4
5
Click Select on the Select Group dialog box.
Click Save on the User Group and Role Management dialog box.
DELETING GROUPS
You can only delete a group if the group is empty and has no users associated with it.
However, if a group is not empty, you can delete any users that belong to multiple groups.
You cannot delete any default groups.
To delete a group:
1
2
Select the group you want to edit in the User tab.
Double click the group name. The User Group and Role Management dialog box
appears.
3
Double click the group name to open the Select Group dialog box.
19
4
Right click the name of the group and select Delete Group.
5
6
Click Select on the Select Group dialog box.
Click Save on the User Group and Role Management dialog box.
WebEx Connect Roles
Roles grant specific privileges to individual users or groups and allow them to perform
specific actions. There are some default roles and privileges.
Each default role in the WebEx Connect Admin Console includes one or more privileges,
which determines the level of access a user has to applications running on the WebEx
Connect platform.
Note: A role can have one or more privileges, but the available privileges are determined
by the choice and category already selected for that particular role.
DEFAULT ROLES
The default roles are displayed on the User Group and Role Management screen. For a
regular organization, the Org Administrator can assign Group Admin, Group Member, or
Org Admin roles to users. The Group Administrator can assign only Group Admin and
Group Member roles to users.
The default roles in the WebEx Connect Admin Console are:
Group Administrator—Role assigned to the person who has responsibility for all
the actions and tasks relating to the group.
Group Member—Role assigned to person who is a member of a group.
Org Administrator—Role assigned to the user who manages the WebEx Connect
organization. This role can only be assigned to a user who belongs to the top level
group.
20
Configuring WebEx Connect
As an administrator you can set a default user level storage allocation for the an
organization or modify storage allocation on a user-by-user basis. You can also configure
notification alerts that are sent to a user or an organization when a certain event occurs.
Configuring WebEx Connect
The Configuration tab allows you to set and control default settings WebEx Connect
users.
To configure WebEx Connect settings:
1
Click the Configuration tab.
The Configuration screen appears.
2
Enter the information in the settings fields.
Field
Domain Name
Domain White List
Definition
Super Admin Settings
The list of domain names associated with the organization.
This list determines the domain names that can be used as
part of user screen names. The organization needs to own the
domain names associated with the organization. The domain
name list cannot be changed by the Org admin. To add new
domain names into this list, contact support.
This is not a Super Admin setting. The Org Administrator can
add domains to the white list. The list of domain names used
for defining the trusted domains and companies for
21
Storage Purchased
Storage Used
Number of users
Enable storage
enforcement of each
user
Default Storage
Allocation per User
Enable User SelfRegistration
Display contact pictures
in contact list
User Registration URL
Forgot Password URL
Connect Support URL
Center Site URL
Click-to-Call
Allow user to enter
manual setting
User IM visibility
Blocked URLs
communication and collaboration. For example, Organizations
can define the partner domain names and enforce
communication policies using the domains specified in the
white list. Domains that are added to the white list receive the
same privileges as internal users.
Resource Allocation
The amount of storage purchased by the company. (Read only
field. Contact WebEx to make a change).
The storage amount used by the company. (Read only field).
The number of company licensed WebEx Connect users.
(Read only field. Contact WebEx to make changes).
Check this box to limit the maximum allowed storage per user.
Disabling this option allows the user to use the storage up to
the org or department storage limit.
The maximum storage amount allowed for each user. Enter
the storage amount to be allocated to all users. The
Administrator can specify a unique amount for individual users
on a case by case basis. When the default value is changed
for all users, the unique allocations for the individual users is
not affected.
Default Settings
Select Yes or No to allow users to register on
www.webex.com/go/wc and become part of the organization
without manual provisioning by the administrator. When this is
disabled, users will get a message to contact their
administrator.
Select Yes or No to allow users to display a picture with their
name on the contact list.
Configure URL
Specify custom messages with contact information and
expose this page to any user attempting to register for a Guest
Edition user with the domains owned by the Company. This
URL is only effective is self-registration is disabled.
This URL is used in rare customer-specific scenarios where
WebEx Connect cannot support self-managed user password
reset.
The URL that is shown to users from WebEx Connect
Help>Support menu. Leave this field blank to use default
functionality.
The URL for the center site.
Connect Telephony
Select to enable Click-to-Call functionality. If enabled, enter
CUCM (Cisco Unified Communication Manager) IP address or
URL.
Select to allow manual setting.
IM Settings
Select Yes to enable the Invisible menu option for Instant
Messaging users. Select No to disable the Invisible menu
option.
Enter the URLs that are not allowed to send instant messages
to users.
User Profile Override and View Settings
22
User Profile Override
Select Yes or No to allow users to override the default setting
that the org administrator set for users to set their profile.
User Profile View Setting Select from the dropdown menu who can view the user’s
profile.
Directory Input Scheduling
Job Scheduling
This is only used with Directory Integration. Enter the date and
time you want the directory files to import into WebEx
Connect. Use UNIX cron job format for this field. For details on
cron format, see
http://www.opensymphony.com/quartz/api/org/quartz/CronExp
ression.html.
Notification Emails
This is only used with Directory Integration. Enter the email
addresses for those you want to receive status of the import of
directory files.
Security Settings
Org, WebEx, and
Select one of the certificates to import. For more information,
Federated Web SSO
see “Directory Integration.” The Super Admin must give the
Certificate management
Org Administrator permissions to update these settings.
Calendar Application Configuration
Locations
Select conference room locations to appear in Calendar. Click
Add to add locations. For more information, see “Calendar
Application Configuration.”
Notifications, Emails, and Alert Templates Emails and Notifications
Notifications, Emails, and The notifications and alerts that are emailed to users when a
Alert Templates Emails
certain event occurs. To edit Email templates, see
and Notifications
“Notifications, Emails, and Alert Templates.”
Premium Services Configuration
Add/Delete Services
Add premium services to WebEx Connect. For more
information, see “Premium Services Configuration.”
3
To enable Click-to-Call feature, you also need to enable settings for the CUCM
Account. From the Edit menu in WebEx Connect, select Settings. Select Click-toCall, then Set Up Account.
4
5
Select Use default server and click OK.
Click Save.
23
Notifications, Emails, and Alert Templates
WebEx Connect Admin Console provides templates for email notifications and alerts
WebEx Connect users receive. These templates can be modified easily and quickly. See
“Email Templates” on page 33 for details on the templates and their macros.
To modify email templates:
1
Click the Configuration tab.
The Configuration screen appears where you can enter settings for users.
2
Scroll down to Notifications, Email & Alert Templates section of the Configuration
tab.
3
Select one of the templates and click Edit Mail Template.
The Edit Email Template dialog box appears.
4
5
Enter the text you want to change in the bottom part of the screen.
Click Save.
Email Templates
The WebEx Connect Admin Console provides templates for email notifications and alerts
WebEx Connect users receive. These templates can be modified easily and quickly.
Note: WebEx Connect email templates are pre-populated with appropriate templates for
out of the box use.
Email
Variables and Macros
Welcome Message—Default email
%USERNAME%—The name of the user.
contains links to reset password, download
the client, documentation, and community
%CLIENTDOWNLOADURL%—The URL
links.
that takes the user to the welcome
message.
24
Space Invitation Message—Connect
User—Default template includes
information on how to get to the space and
link to the community.
Space Invitation Message Non-Connect
User—Default template includes
information on where to get a WebEx
Connect account, how to open a new
space, and link to the community.
%NEWPASSWORDURL%—The new
password variable.
%SPACEOWNER%—Name of the space
owner
%SPACENAME%—Name of the space
%USERDEFINEDMESSAGE%—Text
entered by the space owner at the time of
creating the space
%SPACEOWNER%—The name of the
Space owner.
%SPACENAME%—The name of the user.
%USERDEFINEDMESSAGE%—
Get or Reset Password Email—Email is
sent when WebEx Connect Administrator
resets password.
Notify Space Members Email—Default
template for manual notifications sent from
within spaces.
%REGISTERURL%—URL where the user
can register as a Space user
%NEWPASSWORDURL%—URL that will
take the user to reset password.
%UserMessage%—The message the user
writes.
%ObjectLink%—The URL that takes the
space member to a particular location
specified by the user.
IT purchase notification to Guest Edition
Users—Email to notify Guest Edition users
that their account will be deactivated.
Add to Public Library Request—A
request to copy an application to the public
library.
Deny Add to Public Library Request—A
denied request to add to an application to
the public library.
Invitation to Guest Edition Users— Email
to invite Guest Edition users to upgrade to
Business Edition.
Department purchase Notification to
Guest Edition—Email to Guest Edition
users to change their password.
Storage Limit Exceeded—Notify user that
their storage limit has been exceeded.
%SpaceName%—The name of the user’s
space.
%USERNAME%—The name of the user.
%USERNAME%—The name of the user.
%APPNAME%—The name of the
application to copy to the library.
%APPNAME%—The name of the
application to copy to the library.
%LINKTOINVITATION%—URL where the
user can register as a Business Edition
user.
%NEWPASSWORDURL%—URL where
the user to reset password.
%LIMIT%—maximum amount of storage
allowed.
%ADMINEMAIL%—WebEx Connect
Administrator’s email.
25
Email Sent when user provision job
completes, is interrupted, or fails—Email
to notify user that the user import job
completed, interrupted, or failed.
Email sent when directory integration
(group provisioning) job fails— Email to
notify user that the batch import job failed.
Email sent when directory integration
(group deletion) job fails— Email to notify
user that the batch group deletion job
failed.
Email sent when directory integration
(user inactivation) job fails— Email to
notify user that the batch user inactivation
job failed.
%USERNAME%—The name of the user.
User is instructed to contact support for
help.
User is instructed to contact support for
help.
User is instructed to contact support for
help.
The following is an example of the Welcome email template that a new user receives:
Premium Services Configuration
The WebEx Connect Admin Console allows the administrator to add and configure
premium services to WebEx Connect.
To configure premium services:
1
Click the Configuration tab.
The Configuration screen appears where you can enter settings for users.
2
Scroll down to the Premium Services Configuration part of the Configuration
screen.
26
3
4
Check the box for each service you want to include. Use the buttons to the right
of each service, to add, modify, or delete the service.
Click Save.
Calendar Application Configuration
The WebEx Connect Admin Console allows the administrator to add and configure
premium services to WebEx Connect.
To configure premium services:
1
Click the Configuration tab.
2
Scroll down to the Calendar Application Configuration section of Configuration.
3
Click the Add
4
Click Save.
icon to add a calendar location.
Migrating WebEx Connect
The Migration tab allows you to set and control Migration settings WebEx Connect users.
For example, users who belong to Acme Inc. use their business email address ending
with @acme.com to register for WebEx Connect Guest Edition. Later, Acme Inc.
purchases WebEx Connect. Acme Inc. wants to control WebEx Connect users. The
administrator can view the list of WebEx Connect users who existed before the WebEx
Connect purchase and can migrate their accounts into the organization.
Users receive an email notification with a link allowing them to reset their password. The
users are then migrated into the WebEx Connect organization. All space information and
other data is carried over with the user account. Users who do not receive or accept the
email invitation, are denied access to WebEx Connect.
The email invitation looks something like this:
27
The administrator has exclusive control over the domain names used in Connect,
configuration, and migration of users. Without administrator provisioning, users cannot
use WebEx Connect team collaboration features.
To configure WebEx Connect migration policy:
1
Click the Migration tab.
The Migration screen appears
.
2
Enter the information in the settings fields.
28
Using the Policy Editor
You can set user policies for each group for using WebEx Connect features, such as
transferring files between users and allowing users to share their desktop. A named
action can be allowed or denied as the result of an assigned policy. A policy determines
whether a user action is allowed or not. The Org Administrator assigns users to groups
and then policies are applied to the groups. The policies determine which privileges are
available to WebEx Connect users.
WebEx Connect includes several default system-level policies that cannot be modified.
You need to collect several pieces of information about the domains you administer.
Additionally, you need to review the details about WebEx Connect features. This helps
you set the policies appropriately.
Note: You cannot set policies at the user level. The policies you set apply to all users of
the group you select.
Understanding the collaboration features
WebEx Connect provides several collaboration features. By applying policies, you can
turn these features on or off or limit their usage to users within the domain or enable
features outside the domain. For a more detailed list of actions, see the Action Editor
within the Policy Editor in the WebEx Connect Admin Console.
Feature
Description
IM
Instant messaging is a communication system that allows
users to send and receive messages from colleagues. Use
these settings to configure internal and external instant
messaging and support for AES, SSL, or no encoding for
instant messaging.
VoIP
Voice over Internet Protocol (VoIP) is phone service over
the Internet. If you have a reliable and fast Internet
connection, you can receive phone calls through your
Internet connection instead of through your local phone
company. Use these settings to configure internal and
external VoIP.
Video
Adds video to one-on-one voice conferences.Use these
settings to configure internal and external Video.
Desktop Share
Using this feature, users share the contents of your
computer screen with someone. Use these settings to
configure internal and external desktop sharing.
Desktop share features:
Share any application with a guest. The guest does not
need to have that particular program installed
Give control of the mouse to the guest
Ask the guest to share his or her desktop
29
File Transfer
With this feature, users can send and receive files from a
contact during an IM session. Use these settings to
configure internal and external file transfers. Also, you can
enable file transfer virus scans.
IM Catcher
Message filtering feature to catch instant messages from
unknown senders. Use these settings to configure IM
Catcher for internal and external communications.
Workspaces
Workspaces are used to organize and share information,
documents, and conversations. Use these settings to
configure use of workspaces, including joining and inviting
others to join workspaces.
Archiving
Use these settings to enable local archiving of files and
instant messages.
Automatic Updates
Use these settings to enable automatic installation of
WebEx Connect updates.
Using the Policy Editor
Use the WebEx Connect Admin Console to set policies for the domains you administer.
You can set different policies for each group and make changes to your policies at any
time.
ADDING POLICIES
To add or edit policies:
1
Click the Policy Editor tab. The Policy List appears.
2
Click the Add button to add a new policy. New Policy appears as the policy
name. Enter a unique name for the policy.
To add Actions for this policy, see “Adding actions to a policy.”
Check the Applied box for the policy you want to apply.
3
4
ADDING ACTIONS TO A POLICY
To add actions to a policy:
1
Click the Policy Editor tab. The Policy List appears.
30
2
3
Select the Policy Name to which you want to add actions.
To add actions, click on the Add Action button under the Action List. The Action
Editor screen appears.
4
Select an action from the Action Tag Name dropdown list. The list of available
action tags appears. For more information on these actions, see “Understanding
the Collaboration Features.”
5
Select options to configure actions from the dropdown lists under the Action
Details Configuration section.
6
Set the Element Description Type for each action as True or False.
31
7
8
Click Save.
Check the Applied box for the policy you want to apply. This applies to the entire
organization.
APPLYING POLICIES TO GROUPS
To apply policies to a group:
1
Click the Group tab. The Policy List appears.
2
3
4
Enter the group name to find in the Group Name field.
Select the group name in the Search Results.
Click the Applied checkbox for the policies you want to apply to this group.
Disabling Connect Spaces
If you do not want users to access WebEx Connect Spaces, you can turn off the space
feature by creating a policy.
To disable Connect Spaces:
1
2
3
From the Policy tab, create a new policy (for example, Disable Spaces).
Create a new action for the policy by selecting Workspace Feature from the
Action Tag Name dropdown list.
Set the Action Details Configuration to the following settings:
Action Node Type—Term Element
Element Type—False.
4
Click Save to save this policy.
32
5
6
7
8
Activate the policy by checking the Applied box next to the new policy in the
Policy List.
To apply the policy to the group, click on the Group tab.
Search for a Top Level Group (by default, it is the name of the organization, for
example, WEBEX in the following image).
Select the name of the organization in the Top Level Group and click the Applied
checkbox next to the policy name.
Disabling Auto Upgrade
Org Administrators can create a policy that prevents user from being prompted about
optional upgrades of WebEx Connect. For more information on creating policies, see
“Using the Policy Editor.”
To create a policy to disable auto upgrading:
1
2
3
4
5
6
7
From the Policy tab, create a new policy (for example, Disable Auto Upgrade).
Create a new action for the policy by selecting Automatic Updates from the
Action Tag Name dropdown list.
Set the Action Details Configuration to the following settings.
Click Save to save this policy.
Activate the policy by checking the Applied box next to the new policy in the
Policy List.
To apply the policy to the group, click on the Group tab.
Search for a Top Level Group (by default, it is the name of the organization, for
example, WEBEX in the following image).
33
8
Select the name of the organization in the Top Level Group and click the Applied
checkbox next to the policy name.
34
Single Sign On and Directory
Integration
This chapter includes information on the following:
Single Sign-On (SSO)
Directory Integration
Single Sign-on
In the standard configuration of WebEx Connect, the user’s log in name and password
are independent from the authentication credentials used by their corporation. This
requires users to remember another set of log in credentials. Org Administrators also
have to manage a separate set of user accounts.
Single Sign-On (SSO) allows companies to use their on-premise SSO system to simplify
the management of WebEx Connect. With SSO, users securely log in to WebEx Connect
using their corporate log on credentials. The user’s log on credentials are not sent to
Cisco, which protects the user’s corporate log on information.
As an SSO configuration option, user accounts can be automatically created the first time
a user logs into WebEx Connect. SSO also prevents users from accessing WebEx
Connect if their corporate log in account is deactivated.
WebEx Connect supports SSO systems based on the industry standard SAML protocol.
Contact InterCall for more information on which SSO systems are supported and to
determine the steps for setting up your company’s SSO system to work with WebEx
Connect.
SINGLE SIGN-ON REQUIREMENTS
The following items are required when implementing SSO with WebEx Connect:
Your company must have a Single Sign-On system that is SAML 2.0 compliant or
meets the WS Federation 1.0 standard.
You must provide a corporate X.509 public key certificate to be imported into the
WebEx Connect Admin Console. SAML assertions sent to the WebEx Connect
system are signed with the certificate’s private key.
Your SSO system needs to be configured to provide a SAML assertion with the
user account information and SAML system IDs needed by the WebEx Connect
system.
Provide the URL for the corporate SSO service to be entered in the WebEx
Connect Admin Console.
Users must install the WebEx Connect client with a command to configure the
client for SSO and identify the name of your organization.
SINGLE SIGN-ON CONFIGURATION OF THE ADMIN CONSOLE
35
The WebEx Connect Admin Console allows the administrator to configure single sign-on
settings modify the security settings and certificates for WebEx Connect.
1
2
Click the Configuration tab. The Configuration screen appears.
Scroll down to Security Settings.
3
Click the Org Certificate Management link.
This page is used to import your company’s X.509 certificate. Complete these steps:
a.
b.
4
In the Alias field, enter the company’s Connect org name.
Click Select File to select the certificate to import and click Import Certificate.
Click the WebEx Certificate Management link.
This page is used to generate a WebEx certificate to export to your SSO system.
Complete these steps:
a.
b.
c.
d.
5
In the Alias field, enter your company’s Connect org name.
Enter a Valid for time in days.
Click Generate WebEx Certificate.
Export the certificate and import it to your corporate SSO system.
Click Federated Web SSO Configuration
This page is used to configure SSO for WebEx Connect. Enter the following:
a.
WebEx SAML Issuer: ID that identifies Cisco to the SSO server. The ID is
returned in the SAML assertion.
36
b.
c.
d.
Issuer for SAML: ID that identifies the issuer of the SAML assertion. The ID
is returned in the SAML assertion.
Customer SSO Service Login URL: URL for your company’s SSO service.
Click Save.
EXAMPLE FOR INSTALLING WEBEX CONNECT CLIENT FOR SSO
When SSO is enabled, the WebEx Connect client must be installed with a command
specifying the org name. This enables SSO in the client and identifies the org to be used
for SSO.
Use the following example for installing the WebEx Connect client:
1
Example for installing the MSI file:
msiexec.exe /i filename.msi SSO_ORG_NAME=OrgName
2
Example for installing the .exe file:
filename.exe SSO_ORG_NAME=OrgName
Directory Integration
In the standard configuration of WebEx Connect, user information comes from multiple
sources. The Org Administrator manages user accounts, users add their own information
to their user profile and the Microsoft Outlook Address Book is used to add IM contacts
and invite users to spaces.
Directory integration allows companies to integrate their corporate directory with WebEx
Connect. This integration provides a single source of user data across the WebEx
Connect system, providing several benefits:
Accounts are automatically provisioned and updated from the corporate directory
data
The corporate directory data is used to add IM contacts and invite members to
spaces.
A friendly display name can be specified for users. The user’s display name
appears in the contact list and space instead of their screen name.
37
Users can easily add groups and group members to their IM contact list.
Groups from the directory can be used for policy enforcement
The directory data is used to automatically populate the profile information
displayed in the business card. Users cannot edit the directory information in their
profile.
Note: Implementing Directory Integration requires Single Sign-On (SSO). Contact your
Customer Success Manager for implementation information.
Directory Integration Import Process and File Formats
The corporate directory information is imported into the WebEx Connect system via a
secure FTP server. The schedule for the import interval is set in the Configuration section
of the WebEx Connect Admin Console.
Note: Contact your Sales Representative for information on importing directory data into
WebEx Connect.
USER FILE FORMATS
The directory information for users and groups is imported using files with the following
formats. User and group data is imported in different files.
User file name format
User file name format: userFile_yyyy-mm-dd_n.csv
Format
Description
yyyy-mm-dd
The date on which the job is run. The date is based on the
GMT timezone.
N
The job instance number for that particular day.
Example: If the job is scheduled to run four times a day, and the job was running on 28th
July 2008, the files would be named:
userFile_2008-07-28_1.csv, userFile_2008-07-28_2.csv
userFile_2008-07-28_3.csv, userFile_2008-07-28_4.csv
User file format
A header record should NOT be present in the file.The file format is:
userSSOId,displayName,firstName,lastName,email,jobTitle,address1,city,state,zip,countr
y,phoneOffice,phoneCell,homeGroupSSOId,homeGroupName,businessUnit,userProfileP
hotoURL
Format
Description
38
userSSOID
The SSO ID used internally by the organization. This is the
main field which is used to determine the record to be
updated. If a user is found with the same userSSOID
already in the connect database, then his/her details are
updated. If not, a new user is provisioned for the
organization with all the details.
homeGroupSSOID
(optional) If a value is present, the user will be associated
with that group.
homeGroupSSOName
The name for the group. If a name is not provided, the
homeGroupSSOID itself will be used.
businessUnit
(optional) If present will be placed in the user’s profile area.
userProfilePhotoURL
A URL where the user’s profile photo is provided. This URL
will be used as-is by the client to display the photo.
GROUP FILE FORMATS
The directory information for users and groups is imported using files with the following
formats. User and group data is imported in different files.
Group file name format
Group file name format: groupFile_yyyy-mm-dd_n.csv
Format
Description
yyyy-mm-dd
The date on which the job is run. The date is based on the
GMT timezone.
N
The job instance number for that particular day.
Group file format
A header record should NOT be present in the file.
The group file contains 3 different types of records—Group Information, Child group
information and Member information. Each of these types of records are differentiated by
providing a recIndicator (Record Indicator).
Group Information record the record indicator— g
Child group record the record indicator is — gg
Group members record the record indicator is — gu
Group Records
The group information record fields are:
recIndicator,ssoGroupId,groupName,groupType
Format
Description
39
SSOGroupID
The field used to determine if a group has been created in
Connect or not. If already created, the group information is
updated. Otherwise, a new group is created.
groupType
(optional) If present it has to have a numeric value. If the
value is 4, only then the group will be available for searching
on the client.
Child Group Records
The child group record fields are:
recIndicator,ssoGroupId,RECURRING_subGroupSSOID
For example, the subgroupSSOIDs are provided in a comma separated fashion after the
parent record indicator and parent group id to which they belong to.
Group Member Records
The group member record fields are:
recIndicator,ssoGroupId,RECURRING_memberSSOID
The member SSOIDs are provided after the record indicator and group ID to which they
belong.
The group file can have many types of records, in any order. This example contains
records of all three types in any order.
g, groupSSOID1, Group SSO Name1
g, groupSSOID2, Group SSO Name2
g, groupSSOID3, Group SSO Name3
gu,groupSSOID2,userSSOId6, userSSOId7
g, groupSSOID4, Group SSO Name4
g, groupSSOID5, Group SSO Name5
gg, groupSSOID3, groupSSOID10
gu,groupSSOID1,userSSOId1,userSSOId2,userSSOId3, userSSOId4
gg, groupSSOID1, groupSSOID2, groupSSOID3, groupSSOID4, groupSSOID5
gg, groupSSOID2, groupSSOID3, groupSSOID4
USER INACTIVATION
User Inactivation file name format
User Inactivation file name format: userInactivation_yyyy-mm-dd_n.csv
Format
Description
yyyy-mm-dd
The date on which the job is run. The date is based on the GMT
timezone.
N
The job instance number for that particular day.
A header record should NOT be present in the file.
40
The file format is: userSSOID
This file contains only userSSOIDs whose record must be inactivated.
GROUP DELETION
Group Deletion file name format
Group deletion file name format: groupDeletion_yyyy-mm-dd_n.csv
Format
Description
yyyy-mm-dd
The date on which the job is run. The date is based on the
GMT timezone.
n
The job instance number for that particular day.
Group Deletion file format
A header record should NOT be present in the file.
Group deletion file format: SSOGroupID
This file contains only SSOGroupIDs whose record must be inactivated.
41
Reports
WebEx Connect Administrators can generate the following reports:
Usage Report
User Report
Storage Consumption Report
WebEx Connect Reports
The Org Administrator can generate and save the following types of reports:
Usage Report
User Report
Storage Consumption Report
You can run one report at a time. When the report is complete, a Completed message
appears under the status column. Then, you can display or save the report. The reports
are saved for 7 days from the date the report is generated.
USAGE REPORT
The Usage Report includes summaries of the number and type of activities that are
occurring in Connect in monthly time periods in hourly, weekly, daily, and monthly time
periods. The Usage Report includes the following columns (listed below in the order they
appear from left to right in the report):
Column
Description
Date and Time
The specified time period interval for the aggregated
data.
The number of Connect logins in the specified time
period.
The number of IM sessions in the specified time period.
Connect Logins
Number of IM Sessions
Number of Meetings
The number of Connect meetings hosted in the specified
time period.
Number of Desktop
Sessions
The number of Desktop sessions initiated in the specified
time period.
Number of Calls
The number of Telephony calls initiated in the specified
time period.
USER REPORT
The User Report covers information on what users are doing with Connect in monthly
time periods. The User Report includes the following columns (listed below in the order
they appear from left to right in the report):
Column
Description
User Name
The user’s name.
42
Number of Logins
The number of Connect logins in the specified month.
Number of New Spaces
Owned
The number of new Spaces created by this user in the
specified month.
Number of New Spaces as
Member
The number of new Spaces to which this user belongs in
the specified month. This includes the Spaces this user
created in the specified time period.
Number of Meetings Hosted
The number of meetings this user hosted in the specified
month.
Number of IM Sessions
The number of IM sessions for this user in the specified
month.
The number of Telephony calls this user initiated in the
specified month.
Number of Calls
Number of Desktop Share
Sessions
The number of Desktop Share sessions this user had in
the specified month.
Additional Storage Used
(MB)
The amount of additional storage this user used in the
specified month. This includes all data that was saved in
Connect Spaces. A negative value means that the user
freed up more storage than the user used in this month.
STORAGE CONSUMPTION REPORT
The Storage Consumption Report covers how much storage a Space is using in a
particular month. The Storage Consumption Report includes the following columns (listed
below in the order they appear from left to right in the report):
Column
Description
Space Name
The name of the Connect Space.
Space Owner
The user name for the Space owner.
Additional Storage Used
(MB)
The amount of additional storage this Space used in the
specified month. This includes all data that was saved in
Connect Spaces. A negative value means that the Space
freed up more storage than the user used in this month.
Generating Reports
To generate a report:
1
Click the Report tab.
2
Select a Report Type from the dropdown list.
43
3
4
5
6
Select the Bucket Size from the dropdown list (hour, day, week, month). This is
only applicable for the Usage Report.
Select the Month and Year for the report.
Click Generate Report. After a few minutes, the report appears in the list under
the Report Name column in .CSV format.
Click the name of the report link to open or save the report.
Report generation can be called while it is in progress
Note: Only one report can be generated at a time. You must wait until the status of the
generated report is ‘Completed,’ before generating another report.
44
CSV File Format
This section includes guidelines for creating a CSV (comma separated value) file to
import users into WebEx Connect. In addition, the required fields and a sample file is
included.
CSV Fields
The following fields should be included in the CSV file before you import users into
WebEx Connect. They should appear in the following order.
Field name
Definition
Screen Name
Optional. Enter the user’s screen name. If empty, email is used
as screen name.
First Name
Required. Enter the user’s first name.
Last Name
Required. Enter the user’s last name.
Email
Required. Enter the user’s email address.
Address 1
Enter the first line of the user’s address.
Address 2
Enter the second line of the user’s address.
CIty
Enter the city in which the user lives.
State
Enter the state in which the user lives.
Country
Enter the country in which the user lives.
Zip Code
Enter the user’s zip code.
Office Phone
Enter the user’s office phone number.
Cell Phone
Enter the user’s mobile/cell phone number.
Account Status
Default is Active. This field is populated in the output file if
there is an error processing the record.
An Inactive user cannot use WebEx Connect.
PrimaryGroup
Optional. This field is not required in the CSV file. If the field is
included, the user is added to the group with this name,
otherwise the user is added to the default group.
CSV File Import Process
The WebEx Connect Administrator or Group Administrator can log into the WebEx
Connect Admin Console and upload a CSV file of users in the appropriate format. After
the CSV is successfully imported, new users have the same process as manually creating
users. For example, the Welcome e-mail is sent to the new users. The following occurs
when importing the CSV file into WebEx Connect:
Users are loaded into groups specified in the CSV file, if the group owner has the
privilege to administer the groups.
45
All the valid entries are imported even if one or more entries are not valid.
he status of the import is reported in the CSV file that replicates all the information
from the input file, with a specific column indicating the status.
If a user with the same email address is already in WebEx Connect, the existing
record in the database is overwritten with the value in the CSV file.
Updates will replace the previous settings. For example, if new roles are specified
for the user, the previous roles are replaced.
The import process runs in the background. You can continue other WebEx
Connect Admin Console tasks, such as configuration, while the import process
runs.
 After the import is complete, a confirmation email is sent to the person who initiated
the CSV Import. The notification includes a summary of the import results.
The Administrator can terminate an import operation that is in progress.
Sample CSV file
The following shows how a CSV file should appear, with all appropriate fields populated
before importing into WebEx Connect.
You can copy and paste the following text into a file to use as a template for your CSV
file, or you can import into a spreadsheet program, like Microsoft Excel. The following
sample includes the appropriate fields in a CSV format:
[email protected],Mike,Demetri,[email protected],1234 Orchid Way,apt. 3,Santa
Clara,CA,95051,USA,408-555-1212,408-555-2121,Active,MyGroup
46
Library Management
The Library (Application) Management application allows users to manage applications
(widgets and templates) for an organization, such as uploading applications to a library,
moving applications between libraries, and deleting applications.
Users can upload applications to any library for which they have permission. In addition,
users can copy applications from one library to another, and delete applications from a
library. The user must have write permissions to the library in order to copy applications. If
the user does not have permissions to a library, the user can send a notification to the
Org Administrator to copy the application.
For more information on using the WebEx Connect product and the Library Management
widget, refer to the WebEx Connect Help and search for Library Management.
Adding Applications
A regular WebEx Connect user and the Org Administrator can add applications using the
Library Management Widget. Users can only add or manage applications to their own
personal libraries. The Org Administrator can manage applications in the public library, as
well.
Note: For more details on adding applications (widgets) to a library and using WebEx
Connect, refer to the WebEx Connect Help.
COPYING APPLICATIONS TO A LIBRARY
This is for regular WebEx Connect users and Org Administrators.
To copy application from one library to another:
1 Navigate to the applications in your personal or public library.
2 Select an application from the list of applications and select Copy widget to ….
47
3
Select Public or Personal from the dropdown list and click on OK.
If the user does not have permission to a library, an error message appears and asks if
want to send a request to the Org Administrator to complete this step. Select Yes or No. If
the user selects Yes, a notification email is sent to the Org Administrator.
The Org Administrator sees a list of applications in the Pending Approval list. The Org
Administrator can use the mouse to hover over the widget to see details and Approve or
Deny the request.
If the request is approved, it appears in the public library. If the request is denied, it is
removed from the Pending Approval list and a notification is sent to the user.
APPROVING REQUEST TO ADD APPLICATION TO PUBLIC LIBRARY
This is for users with Org Administrator privileges only.
1
The Org Administrator receives an email notification each time a user requests a
widget/template to be copied to the public library. The email has a title such as,
Request to copy application to the Public Library.
2
The Org Administrator needs to log into MyWebEx and navigate to the library
management widget.
3
The Org Administrator will see a list of applications in the Pending Approval list.
The Org Administrator can hover over the widget to see details (pop-up similar to
the “Get More Apps” pop-up), and Accept or Deny the request.
48
4
5
If the request is approved, it appears in the public library.
If the request is denied, it is removed from the Pending Approval list and a
notification is sent to the user.
REMOVING APPLICATIONS FROM A LIBRARY
This is for regular WebEx Connect users and Org Administrators.
1
Navigate to the applications in the personal library (personal and public for org
administrator user)
2
Select an application from the list of applications and select ‘Remove The
Widget.... ‘
3
To confirm deleting the widget, click OK. The application is removed from the
user’s personal library, and added to the Recycle Bin.
RESTORING APPLICATIONS TO A LIBRARY
This is for WebEx Connect users and Org Administrators.
1
Navigate to the Recycle Bin list.
49
2
Select an application from the list of applications and select Restore.
3
The application is restored to the library it was originally removed from and is
removed from the Recycle Bin.
50
WebEx Connect Commandline Parameters
This section includes command-line parameters used in the WebEx Connect installer.
The command-line parameters are passed into the Installer executable
WebExConnect.exe or the MSI package apSetup.msi, or directly added into the MSI
package.
Command-line Parameters
The following command-line parameters are listed with their values and descriptions. The
default value is listed in bold text.
The support URL can be set to organization's first level support page (for example,
http://firstlevelsupport.mycompany.com, at the time of installation by installing the client
software with the following command line parameter:
msiexec /i “C:\apsetup.msi” SUPPORT_URL=http://firstlevelsupport.mycompany.com
GET_SCREEN_NAME_URL=http://register.mycompany.com
Note: If the registry value can not be decrypted (for example, it was manually modified),
an error is reported and the user cannot log in.
Auto Update always runs WebExConnect.exe /m, so it saves the current settings, which
are in system registry.
For installation over an existing version, the command line parameters or the
corresponding public properties in the MSI package overwrite the current settings. If not
specified, the current settings, NOT DEFAULT, will be used.
Parameter
Values
Description
YES
Archive IMs.
NO
Do not archive IMs.
<integer>
The number of days to save archived
IMs. This parameter works only when
ARCHIVE is set to YES. Maximum is
9999.
ARCHIVE
ARCHIVEDAYS
All values for this parameter are caseinsensitive.
HOMEPAGE
AIM Pro
AIM Pro is the homepage.
AOL
AOL is the homepage.
MyWebEx
MyWebEx is the homepage.
51
None
No homepage.
LANGUAGE
Chinese
English
The default value of this parameter is
English.
YES
Start WebEx Connect when Windows
starts.
NO
Do not start WebEx Connect when
Windows starts.
The default value of this parameter is
NO.
YES
Connect to Microsoft Outlook when
WebEx Connect starts.
NO
Do not Connect to Microsoft Outlook
when WebEx Connect starts.
YES
Display my WebEx Connect presence
status in Microsoft Outlook. This
parameter works only when
CONNECT_OUTLOOK is YES.
NO
Do not Display my WebEx Connect
presence status in Microsoft Outlook.
YES
Sign me out of WebEx Connect when I
close my Contacts List window.
NO
Do not Display my WebEx Connect
presence status in Microsoft Outlook.
<SupportURL>
Support URL specified by
<SupportURL> value.
The value overrides the default URLs
provided by WebEx Connect.
<ForgotPasswordU
RL>
URL for “forgot password” hyperlink,
specified by <ForgotPasswordURL>
value.
The value overrides the default URLs
provided by WebEx Connect.
RUNATONCE
CONNECT_OUTLOOK
DISPLAY_PRESENCE
SIGN_ME_OUT
SUPPORT_URL
FORGOT_PASSWORD
_URL
52
GET_SCREEN_NAME
_URL
<GetScreenNameU
RL>
URL for “Get Screen Name” hyperlink,
specified by <GetScreenNameURL>
value.
The value overrides the default URLs
provided by WebEx Connect.
<HostName>
Host name in Connection Settings. The
string is encrypted and stored in system
registry. The default value is
slogin.oscar.aol.com.
To enforce auditing by Advanced Auditor
service, this must be set to
slogin.webexaimpro.com.
<HostPort>
Host port number in Connection
Settings. The string is encrypted and
stored in system registry.
The default value is 443.
Secure
Use secure connection. The entire string
is encrypted and stored in system
registry.
Insecure
Use an insecure connection.
Read-Only
Connection Settings are read-only.The
entire string is encrypted and stored in
system registry.
If the registry value cannot be decrypted
(for example, was manually modified),
the default value “Read-Only” is used.
If <Permission> is read-only, all fields in
Connection Settings are disabled,
including the proxy settings. The
username and password fields should be
enabled if “Connect using proxy”
checkbox is selected.
Read-Write
Connection Settings are read-write.
UseProxy
Use proxy. The entire string is encrypted
and stored in system registry.
NotUseProxy
Do not use proxy.
HOST_NAME
HOST_PORT
SECURE_CONNECTIO
N
CONNECTION_SETTI
NGS_READONLY
USE_PROXY
53
PROXY_NAME
<ProxyName>
Proxy name in Connection Settings. The
value string is encrypted and stored in
system registry.
The default value is a special GUID to
indicate no proxy server to be used. If no
proxy server is used, this value is
ignored.
HTTPS=443
HTTP=80
SOCKS4=1080
SOCKS5 =1080
Proxy port in Connection Settings. The
value string is encrypted and stored in
system registry.
The default value depends on proxy
protocol value.
If no proxy server is used, this value is
ignored.
HTTPS
HTTP
SOCKS4
SOCKS5
Protocol in Connection Settings. The
value string is encrypted and stored in
system registry.
The default value depends on proxy
protocol value:
HTTPS – 443, HTTP – 80, SOCKS4 -1080, SOCKS5 -- 1080
If no proxy server is used, this value is
ignored.
YES
Required field to enable File Transfer
through Advanced Auditor.
NO
Not required if Advanced Auditor is not
enabled.
login.webexaimpro.
com
This is a required parameter to enable
file transfer through Advanced Auditor
Service.
<OrgName>
Required when SSO is implemented for
the Org. The parameter enables SSO in
the client and identifies the Org to be
used for SSO.
PROXY_PORT
PROXY_PROTOCOL
USE_FACETIME_FOR
_FILEXFER
AOL_ARS_FILEXFER_
URL
SSO_ORG_NAME
When SSO is enabled, the WebEx Connect client must be installed with a command
specifying the org name. This enables SSO in the client and identifies the org to be used
for SSO.
54
Use the following example for installing the WebEx Connect client:
1
Example for installing the MSI file:
msiexec.exe /i filename.msi SSO_ORG_NAME=OrgName
2
Example for installing the .exe file:
filename.exe SSO_ORG_NAME=OrgName
55

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