Gotomeeting User Guide
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GoToMeeting User Guide Organizing, Conducting, Presenting and Attending Web Meetings Version 6.0 7414 Hollister Avenue • Goleta CA 93117 http://support.citrixonline.com © 2013 Citrix Online, LLC. All rights reserved. GoToMeeting® User Guide Contents Getting Started ........................................................................................................... 1 Welcome .................................................................................................................. 1 Using This Guide ...................................................................................................... 2 Guide Structure ..................................................................................................... 2 Individual and Corporate Plan Users ..................................................................... 2 System Requirements .............................................................................................. 3 What are the system requirements for running GoToMeeting? ............................... 3 Forgot Your Password .............................................................................................. 5 Forgot your password? .......................................................................................... 5 Terms ....................................................................................................................... 6 Product Features ...................................................................................................... 7 GoToMeeting Administrator ...................................................................................... 8 Log In.................................................................................................................... 8 Manage Groups .................................................................................................... 8 Administration Tools .............................................................................................. 8 Manage Organizers ............................................................................................... 9 Active Sessions ..................................................................................................... 9 Generate Reports .................................................................................................. 9 Release Notes .......................................................................................................... 10 What's New in 6.0 – November 15, 2013 ................................................................ 10 What's New in v5.9 – September 6, 2013 ................................................................ 10 What's New in v5.8 – July 12, 2013......................................................................... 10 Install GoToMeeting ................................................................................................. 11 Create Your Organizer Account - Individual Organizers .......................................... 11 Create Your Organizer Account - Corporate Plan .................................................... 11 Install GoToMeeting................................................................................................ 12 Download the GoToMeeting software .................................................................. 12 Download the GoToMeeting app for Android or iOS ............................................ 12 Having trouble downloading GoToMeeting? ........................................................ 12 Can't join a session? ........................................................................................... 12 Automatic Upgrades (Windows only) ...................................................................... 13 © 2013 Citrix Online, LLC. All rights reserved. i GoToMeeting® User Guide Enable or disable automatic updates ................................................................... 13 Upgrade to GoToMeeting with HDFaces ................................................................. 14 The GoToMeeting Application ................................................................................. 16 Preferences for Windows Users .............................................................................. 17 Start Up Preferences ........................................................................................... 17 General Preferences ........................................................................................... 18 Meetings Preferences ......................................................................................... 18 Recording Preferences ........................................................................................ 19 Integration Preferences ....................................................................................... 19 Preferences for Mac Users ..................................................................................... 20 GoToMeeting Outlook Toolbar ................................................................................ 22 Integrate GoToMeeting with Microsoft Lync ............................................................ 23 Start a Meet Now from Lync (Windows only) ....................................................... 23 GoToMeeting Messenger Button ............................................................................ 25 Add a GoToMeeting Corporate "Meet Now" Button to Your Website ....................... 26 Set Up GoToMeeting for Use with Citrix Presentation Server .................................. 28 Organize Meetings ................................................................................................... 31 Organizer Role Overview ........................................................................................ 31 Schedule a Meeting ................................................................................................ 32 Schedule a Meeting from Your Desktop ............................................................... 32 View Scheduled Meetings ................................................................................... 33 Schedule a Meeting with the Outlook Plug-in ......................................................... 34 System Requirements ......................................................................................... 34 Download the Outlook Plug-In ............................................................................. 34 Schedule a Meeting from Outlook ........................................................................ 34 Update or Remove a Meeting from Outlook ......................................................... 36 Schedule Recurring Meetings .............................................................................. 37 Schedule International Meetings .......................................................................... 39 View Scheduled Meetings ................................................................................... 40 Invite Attendees to a Scheduled Meeting ............................................................. 42 Edit a Scheduled Meeting .................................................................................... 43 Expired Meetings .................................................................................................... 43 Cancel a Scheduled Meeting ............................................................................... 45 © 2013 Citrix Online, LLC. All rights reserved. ii GoToMeeting® User Guide Set GoToMeeting Time Zone .................................................................................. 46 Mobile Devices ......................................................................................................... 47 GoToMeeting App for iPad™, iPhone™ & iPod Touch™ FAQs ............................... 47 General Information............................................................................................. 47 Audio .................................................................................................................. 51 Troubleshooting .................................................................................................. 53 GoToMeeting App for Android FAQs ....................................................................... 54 General Information............................................................................................. 54 Troubleshooting .................................................................................................. 58 GoToMeeting App for Windows 8 and Windows RT FAQs ...................................... 60 Audio Introduction ................................................................................................... 62 Audio ...................................................................................................................... 63 Use Telephone to connect to the audio conference ............................................. 63 Use Telephone with an alternate phone number .................................................. 63 Manage audio via telephone commands (organizers only) ................................... 64 Manage audio via telephone commands (attendees only) .................................... 65 Use Mic & Speakers (VoIP) to connect to the audio conference (Windows) ......... 65 Use Mic & Speakers (VoIP) to connect to the audio conference (Mac) ................. 66 Test your audio setup (Windows only) ................................................................. 66 Edit audio