How Do I Get Started Using Zoom?

BEFORE YOU START

SETUP & CONFIGURATION

SCHEDULING ZOOM MEETINGS

IN-MEETING CONTROLS

JOIN FROM A CONFERENCE ROOM SYSTEM

BEST PRACTICES

TECHNICAL SUPPORT

BEFORE YOU START

Before you can host a meeting with Zoom, you must register for your Zoom Professional account and install the Zoom Client software on your computer or mobile device.

Register for Your Zoom Professional Account

  • To register for your free Zoom Professional account, simply go to https://dom.zoom.us/ and login with your DU credential.
  • Once you've signed in, your Zoom Professional account will immediately be generated.

Install the Zoom Client

Depending on your device, there are three options for installing the Zoom client:
For Mac-users or for any personal device:
  1. Go to https://dom.zoom.us.
  2. Select the option to download the Zoom client.
  3. Launch the installer after download.

On a DU-issued computer, using Software Center (Windows Only):

  1. Locate the Windows search field in the lower-left corner of the Windows desktop.
  2. Type "Software Center" in the search field.
  3. Launch the Software Center app.
  4. Select Zoom from the list of apps in Software Center.
  5. You will be prompted when the installation is complete.

On a mobile device:

  1. Go to the app store for your device.
  2. Search for "Zoom".
  3. Select "Zoom Cloud Meeting" and install.

SETUP & CONFIGURATION

You can immediately begin using Zoom after you have registered for your Zoom Professional account and installed the client software. However, to improve your Zoom experience and to tailor it to your needs, it's useful to know about how to change settings in your profile and how to set the Zoom client to start automatically.

Configuring Your Zoom Profile:

Sign-in at https://dom.zoom.us/ and enter your email address and password. Upon sign in you will be taken to your Profile page.

Highlights of this page are:

  • Setting your profile picture (persists through the Zoom platform).
  • Editing your Personal Meeting ID/Personal Link.
    • This is your personal dedicated virtual meeting space.  You can use it at any time or schedule it for future use.

After configuring your profile, we recommend going to the Meeting Settings tab to configure your preferences based on how you would like to conduct meetings.

Zoom Desktop Client Settings:

  1. Once the Zoom Client for Meetings is installed, start the app and click the Sign In button.
  2. Click “Sign In with SSO
  3. Enter “dom” if prompted for a company domain. (Note: this is not case sensitive).
  4. Enter in your DU username and password on the login screen

We highly recommned that you set the Zoom client to start whenever your computer boots up.  To do so:

  • On Windows, go to the Zoom client and click on “Settings” at the top right. Click on General and then check the box that says, “Start Zoom when I start Windows”.
  • On Mac, right-click the Zoom app in the Dock, select Options > Open at Login.

Learn more: Zoom Client Settings

SCHEDULING ZOOM MEETINGS

Zoom offers you several ways to schedule your meetings. If you’re using Outlook, we recommend installing the Zoom for Outlook add-in for ease of use and efficiency when scheduling Zoom meetings. See below for additional information.

Outlook Add-In  – (Requires the Zoom for Outlook Add-In)

  1. Open your Outlook calendar (Web or Desktop) and create a new calendar event.
  2. Enter meeting detail, such as the title, location, time and guest list.
  3. Click the Zoom icon in the menu toolbar. You will see the Zoom sidebar open in Outlook. 
  4. If prompted to sign in, select "Sign in with SSO".
  5. Enter "dom" as the domain and click "Continue".
  6. Enter your DU credentials.
  7. After signing in, click the "Add Zoom Meeting" button to add the Zoom details to your meeting invitation.
  8. You can now click “Send”.

Zoom Desktop Client

  1. Click “Schedule” button on the Zoom App.
  2. Input details for the meeting and click “Save”.
  3. You can then copy the URL or Invitation or add to your calendar with available plug in.

Web Portal

  1. Log in to https://dom.zoom.us/signin.
  2. Click “Schedule a Meeting” in the top navigation bar.
  3. Input details for the meeting and click “Save”.
  4. You can then copy the URL or Invitation or add to your calendar with available plug in.

Learn more: Scheduling with Zoom

Details on additional features for scheduled meetings can be found here:

IN-MEETING CONTROLS

Whether you are a host or a participant in a meeting, it's helpful to know how to use the Zoom client's features. The default setting for Zoom will get you, but it is useful to understand the function of the controls found in the Zoom client window. Below is a brief list description of each control and its function.

Audio

When joining a meeting, you will be prompted to select your audio source. You can use your computers's mic and speakers (or headset), or, you can use your phone as the audio source. 

  • Choose “Join Audio by Computer” to connect your computer's mic and speakers to the Zoom Meeting.  You can test you Audio sources by using the “Test Computer Audio” link when joining.
  • Choose “Phone Call” and dial the number provided.  Enter in the Meeting ID and make sure to input the “Participant ID”.

Note: Clicking on the Mic icon will let you mute/unmute your audio during a meeting.

Video

You can access Video settings before or during a meeting by clicking on the “Settings” icon on your Zoom Desktop Application.  On the Video tab you can preview and change your camera source via the down arrow.

Note: Clicking on the Video icon during a meeting will let you turn your camera on or off.

Invite Participants

During a meeting, click “Invite” to send meeting information to more participants by email, Zoom chat, phone, or room system.

Manage Participants

When hosting a Zoom meeting, you have additional controls available to help manage your participants. These include:

  • Muting participants' audio and video.
  • Promoting a participants role (to Host or Co-Host, for example).
  • Remove from meeting.

For more information see "Managing Participants in a Meeting"

Share Screen

  1. Click Share Screen.
  2. Choose to share your; desktop, specific application, whiteboard, camera feed.
  3. All participants in your meeting can share their screen.
  4. During screen sharing you and your attendees can use the Annotation tools for drawing, pointing, highlighting, etc.

Chat

  1. Click “Chat” to start an in-meeting message with participants in the meeting.
  2. The dropdown on the chat window will allow you to message Everyone, or a specific participant.

Record

As a host you can record the meeting to either the Zoom cloud or your local machine. 

  1. Click on the “Record” icon in the toolbar.
  2. Choose to Record to the Cloud.
  3. Recording will process once the meeting ends.
  4. The meeting host will receive an email notification when the recording is ready. 

JOIN FROM A CONFERENCE ROOM SYSTEM

With Zoom, you can join meetings from our existing telepresence-enabled conference rooms (see list of rooms here).
When joining a Zoom meeting from a conference room, be sure that you have your meeting ID on-hand, which can be found in your meeting invitation.

To Join a Meeting from a Room System:

  1. On the touchpad, press "Call".
  2. Select "Favorites".
  3. Locate and select "zoomapps" and press again to call out to Zoom.
  4. Once the system has connected to Zoom, you'll be prompted to enter your meeting ID number.
  5. Using the touchpad, enter your meeting ID number, followed by the hashtag (#) symbol.

To Invite a Room System to An Active Meeting

You can also invite/call a room system to an active meeting from the Zoom desktop client.

Panel for Inviting a room system

  1. Join the meeting from a computer or mobile device using the Zoom client.
  2. On the lower edge of the Zoom client, select "Invite".
  3. Tap the "Room System" tab.
  4. Select "Call Out".
  5. Click the drop-down arrow to view the list of DU room systems (image above).
  6. Select the desired room system from the list.
  7. Click "Call"; the room system wil automatically pick-up.

Instructions are located in each room. For more information, visit:  Getting Started with H.323/SIP Room Connector

BEST PRACTICES

Its easy to join and participate in a Zoom meeting, To help in making your meeting experience successful, take a moment to review the recommendations below.

Before the Meeting:

  • Test your Audio and Video 
    • Make sure to choose the correct audio and video sources.
  • Have the content and applications that you intend to share open and prepared ahead of time.
  • Close applications that have pop ups.

Hosting A Meeting:

  • Mute your mic if others are presenting/speaking.
  • Use “Gallery View” for smaller group/team meetings.
  • Share your screen.
    • Share specific Applications to control displayed content.
    • Use “New Share” to seamlessly transition between shared applications.
  • Use the Annotation tools to grab and direct attention.

Turn the camera on!

  • Put your webcam at eye level or higher – experiment for best angles.
  • Make Eye Contact - Try to look at your webcam versus the screen.

Do prefer to learn via short tutorial video's?

  • Go to Getting Started Videos for some great resources from Zoom's Knowledge Base to take a deeper dive into using Zoom.

TECHNICAL SUPPORT

Details

Article ID: 71348
Created
Fri 2/1/19 5:24 PM
Modified
Tue 8/27/19 11:28 AM