NOTE: WebEx is only available for full time staff and faculty. Students and contract workers are not able to use WebEx.

WebEx Teams Getting Started – PC and Mac
• If you are a call center agent working remotely, sign into Purdue VPN. Instructions are provided in the link below. If you are not a call center agent or working on campus, VPN is not required. https://www.itap.purdue.edu/newsroom/200318_usewebvpn2.html.
• Make sure WebEx Teams is installed on your computer and that you have a headset. CSDS machines currently do not have it available in SCCM, so you will need to download it the same as a personal machine. Personally owned machines can download the software in https://www.webex.com/downloads.html/.
• WebEx Teams (and Finesse if you are a call center agent) MUST be running on the local computer you are using. NOT your remote computer in the office.
• Launch WebEx  and sign in with your alias-based email address
• You must use your BoilerKey credentials to sign-in.

• After logging in first time on the campus network or over VPN, WebEx will default to controlling your desk phone. You must manually change it to soft phone mode. Enter softphone mode by clicking the phone icon and then the drop down arrow as shown in the screenshot and choosing Use My Computer as the device for calls.

• If you have more than one line assigned, you should see your personal office number as well any others added to your account in the line selection box. Whichever line is selected in this box is the line WebEx will use for an outgoing call. If you are a call center agent, you should select your call center line if returning a call to a customer. All lines configured will ring in if called. They do not need to be selected first.

Verify your headset is configured in WebEx by clicking on your initials in the upper left, choosing settings, then choosing the audio tab. You should select your headset in the speaker and microphone box.

NOTE: To avoid video calls opening automatically, click on Calling in the Settings section and then uncheck the Answer calls with my video on box.

• After verifying your headset, please make a call from WebEx to cell phone or from your cell phone to your WebEx client to test your headset and audio. To place a call from WebEx, enter the number in the search bar exactly as you would dial from a campus phone and click the phone icon to dial.
o 5-digit campus number
o 7+(7digit local number)
o 7+1+(10-digit long distance number)

Warm Transfer Guide:

We've got multiple versions of the Call Transfer process on the wiki, per Jenn, merging them into a single article, which can be found here: Cisco WebEx/Jabber - Softphone Warm Transfer Process & Protocol

Troubleshooting Services:

You may not see phone and voicemail services connecting on the first sign in after install as configuration has been downloaded that may not immediately take effect. Service status can be verified in the help menu under Health Checker. If this occurs, click on your initials, sign out, then sign in a second time.

Finesse Tips (Call Center Agent):

Be sure that Device for Calls is set to “Use my computer”. If Jabber is not registered in softphone mode, Finesse sign in will always fail.

Once you have all of this set up and properly running, launch WebEx on your local workstation, and log in as you normally would.

Order of log in:
o Log in to your computer
o Log in to webvpn2.purdue.edu via Cisco AnyConnect VPN client (if working remote)
o Log into WebEx. Place in softphone mode.
o Log into Finesse using your normal agent log in.