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IBM Lotus Sametime Meetings Task Reference
Lotus® Sametime® meetings take place in reservationless meeting rooms. Meeting rooms open in either a
Lotus Sametime window or a Web browser. Read the section below for the meeting room that you are
using to get started with the tasks for managing and participating in meetings.



Meeting rooms that open in a Sametime window

Read this section to learn about working in meeting rooms that open in a Lotus Sametime window.




How do I...                                                       Action
Start a conference call? (If this feature is available to you.)
                                                                  Click    in the Conferencing area of the meeting
                                                                  room.
Join a conference call? (If this feature is available to you.)
                                                                  Click    in the Conferencing area of the meeting
                                                                  room.
See the call-in information to call in to the audio conference Click Show call-in information in the Conferencing
using my telephone? (If this feature is available to you.)     area of the meeting room.




© Copyright IBM Corp. 2009                                                                                           1
Pre-release

How do I...                                                  Action
Use video in a meeting room? (If this feature is available to
                                                              Click    in the Conferencing area of the meeting
you.)
                                                              room. The first video participant clicks Start My
                                                              Video.
Use Lotus Sametime Audio/Video conferencing? (If this        Click Room Tools → Change Room Settings and then
feature is available to you.)                                click Conferencing. Select Sametime Audio/Video
                                                             Conferencing.
Change conference call-in information for a meeting room?    Click Room Tools → Change Room Settings.
Create a new audio conferencing solution for a meeting       You create new audio conferencing solutions from
room?                                                        IBM® Lotus Sametime Connect or IBM Lotus Notes®.

                                                             Do one of the following actions:
                                                             v If you are using Lotus Sametime Connect, click File
                                                               → Preferences.
                                                             v If you are using Lotus Notes, click File →
                                                               Preferences and then click the plus sign (+) beside
                                                               Sametime in the navigator.
                                                             Then click Telephony, Audio and Video → Connection
                                                             and Conference Settings.
Start sharing?                                               Do one of the following actions:
                                                             v If no one is sharing, click Start Sharing in the
                                                               sharing area.
                                                             v If someone else is already sharing, click Let Me
                                                               Share in the sharing area. Click what you want to
                                                               share.
Toggle between displaying what is being shared in its
                                                             Click      and      in the sharing toolbar.
original size and scaling it to fit in the shared area.
Stop sharing?                                                Click Stop Sharing in the sharing toolbar.
Let someone else share?                                      Any presenter in the meeting room can click Let Me
                                                             Share, even while someone else is sharing.
Check whether someone else can share?                        In the Participants list, click the Set Permissions icon

                                                                  and see who appears under Who can share
                                                             content.
Add materials to share?                                      Do one of the following actions:
                                                             v In the Library, click one of the available icons, such

                                                               as      , and select what you want to add.
                                                             v Drag a file from your computer to the Library.
Set meeting room permissions? (Meeting room owner or         In the Participants list, click the Set Permissions icon
managers only.)
                                                                   and select the roles and actions for individuals or
                                                             all room participants.
Invite others to join the meeting room?
                                                             In the Participants list, click    .
Record a meeting?                                            In the global toolbar, click Record.
See different views of the Participants list?
                                                             In the Participants’ list, click and select how to
                                                             display meeting attendees, such as by their names or
                                                             photos.
Chat privately with another participant?                     Click the name of the person with whom you want to

                                                             chat and then click       .

2   IBM Lotus Sametime Meetings Task Reference
Pre-release

How do I...                                        Action
Chat with all meeting room participants?
                                                   In the Discussion area of the meeting room, click
                                                   and then enter your chat message.
Find a link to a meeting room to send to others?   In the global toolbar, click Room Tools → View
                                                   Meeting Information.
View meeting room information?                     In the global toolbar, click Room Tools → View Room
                                                   Information.
Edit meeting room information?                     In the global toolbar, click Room Tools → Change
                                                   Room Settings.
Optimize meeting rooms for a large number of       In the global toolbar, click Room Tools → Change
participants?                                      Room Settings. Under Participant list, select Hide
                                                   individual participant names.
Take and share a snap shot of my screen?
                                                   In the Library, click the Screen capture icon      .
View details about items stored in the library?    Click an item stored in the Library to select it. Then
                                                   click and click View Details.
Create and send a poll?
                                                   In the Library, click the Add Poll con     .
View and save poll results?                        In the Poll Results dialog box, click Save Results and
                                                   Close.
Capture meeting minutes and action items?          In the Discussion area of the meeting room, click the
                                                   Minutes or Action item icon and type your entry.
Create an attendance report?                       In the global toolbar, click Room Tools → Create
                                                   Meeting Report.
Create a meeting report?                           In the global toolbar, click Room Tools → Create
                                                   Meeting Report .
End a meeting?                                     Click the X in the upper-right corner of the meeting
                                                   room.
                                                   Note: The meeting room remains active for everyone
                                                   still in the room.
Leave a meeting?                                   Click the X in the upper-right corner of the meeting
                                                   room.
Remove all content from a meeting room?            In the global toolbar, click Room Tools → Remove
                                                   Room Content.
Delete a meeting room?                             Meeting room owners and managers can delete a
                                                   meeting room from IBM Lotus Sametime Connect or
                                                   IBM Lotus Notes. Click the Sametime Meetings panel
                                                   and then click a meeting room to select it. Click More
                                                   Actions → Delete Room.
Set recording preferences                          You set recording preferences from IBM Lotus
                                                   Sametime Connect or IBM Lotus Notes.
                                                   v If you are using Lotus Sametime Connect, click File
                                                     → Preferences.
                                                   v If you are using Lotus Notes, click File →
                                                     Preferences and then click the plus sign (+) beside
                                                     Sametime in the navigator.
                                                   Then click Sametime Meeting Rooms → Recording.




                                                              IBM Lotus Sametime Meetings Task Reference    3
Pre-release

Meeting rooms that open in a Web browser

Read this section to learn about working in meeting rooms that open in a Web browser.




How do I...                                               Action
See the call-in information to call in to the audio       Click Show call-in information in the Conferencing area
conference using my telephone? (If this feature is        of the meeting room.
available to you.)
Change conference call-in information for a meeting       Click Room Tools → Change Room Settings.
room?
Start sharing?                                            Do one of the following actions:
                                                          v If no one is sharing, click Start Sharing in the sharing
                                                            area.
                                                          v If someone else is already sharing, click Let Me Share
                                                            in the sharing area. Click what you want to share.
Toggle between displaying what is being shared in its
                                                          Click     and      in the sharing toolbar.
original size and scaling it to fit in the shared area.
Stop sharing?                                             Click Stop Sharing in the sharing toolbar.
Let someone else share?                                   Any presenter in the meeting room can click Let Me
                                                          Share, even while someone else is sharing.
Check whether someone else can share?
                                                          In the Participants list, click the Set Permissions icon
                                                          and see who appears under Who can share content.


4   IBM Lotus Sametime Meetings Task Reference
Pre-release

How do I...                                               Action
Add materials to share?                                   In the Library, click one of the available icons, such as

                                                              , and select what you want to add.
Set meeting room permissions? (Meeting room owner or
managers only.)                                           In the Participants list, click the Set Permissions icon
                                                          and select the roles and actions for individuals or all
                                                          room participants.
Invite others to join the meeting room?                   Click Room Tools → View Room Information and copy
                                                          the meeting room Web Address (URL) to send others.
See different views of the Participants list?
                                                          In the Participants list, click and select how to
                                                          display meeting attendees, such as by their names or
                                                          photos.
Chat privately with another participant? (If this feature is Right-click the name of the person with whom you want
available to you.)                                           to chat and then click Chat.
Chat with all meeting room participants?
                                                          In the Discussion area of the meeting room, click
                                                          and then enter your chat message.
Find a link to a meeting room to send to others?          In the global toolbar, click Room Tools → View Meeting
                                                          Information
View meeting room information?                            In the global toolbar, click Room Tools → View Room
                                                          Information.
Edit meeting room information?                            In the global toolbar, click Room Tools → Change Room
                                                          Settings.
Optimize meeting rooms for a large number of              In the global toolbar, click Room Tools → Change Room
participants?                                             Settings. Under Participant list, select Hide individual
                                                          participant names.
View details about items stored in the library?           Click an item stored in the Library to select it. Then click
                                                            and click View Details.
View poll results?                                        See the poll results posted to the Discussion area of the
                                                          meeting room.
Capture meeting minutes and action items?                 In the Discussion area of the meeting room, click the
                                                          Minutes or Action item icon and type your entry.
Create an attendance report?                              In the global toolbar, click Room Tools → Create Meeting
                                                          Report.
Create a meeting report?                                  In the global toolbar, click Room Tools → Create Report .
End a meeting?                                            Click the X in the upper-right corner of the meeting
                                                          room.
                                                          Note: The meeting room remains active for everyone still
                                                          in the room.
Leave a meeting?                                          Click the X in the upper-right corner of the meeting
                                                          room.
Remove all content from a meeting room?                   In the global toolbar, click Room Tools → Remove Room
                                                          Content.
Delete a meeting room?                                    Meeting room owners and managers can delete a
                                                          meeting room from the Lotus Sametime Meeting Room
                                                          Center. In the My Meeting Rooms view, for the meeting
                                                          room you want to delete, click More Actions → Delete.




                                                                       IBM Lotus Sametime Meetings Task Reference     5

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Sametime Meetings Reference Card Beta

  • 1. Pre-release IBM Lotus Sametime Meetings Task Reference Lotus® Sametime® meetings take place in reservationless meeting rooms. Meeting rooms open in either a Lotus Sametime window or a Web browser. Read the section below for the meeting room that you are using to get started with the tasks for managing and participating in meetings. Meeting rooms that open in a Sametime window Read this section to learn about working in meeting rooms that open in a Lotus Sametime window. How do I... Action Start a conference call? (If this feature is available to you.) Click in the Conferencing area of the meeting room. Join a conference call? (If this feature is available to you.) Click in the Conferencing area of the meeting room. See the call-in information to call in to the audio conference Click Show call-in information in the Conferencing using my telephone? (If this feature is available to you.) area of the meeting room. © Copyright IBM Corp. 2009 1
  • 2. Pre-release How do I... Action Use video in a meeting room? (If this feature is available to Click in the Conferencing area of the meeting you.) room. The first video participant clicks Start My Video. Use Lotus Sametime Audio/Video conferencing? (If this Click Room Tools → Change Room Settings and then feature is available to you.) click Conferencing. Select Sametime Audio/Video Conferencing. Change conference call-in information for a meeting room? Click Room Tools → Change Room Settings. Create a new audio conferencing solution for a meeting You create new audio conferencing solutions from room? IBM® Lotus Sametime Connect or IBM Lotus Notes®. Do one of the following actions: v If you are using Lotus Sametime Connect, click File → Preferences. v If you are using Lotus Notes, click File → Preferences and then click the plus sign (+) beside Sametime in the navigator. Then click Telephony, Audio and Video → Connection and Conference Settings. Start sharing? Do one of the following actions: v If no one is sharing, click Start Sharing in the sharing area. v If someone else is already sharing, click Let Me Share in the sharing area. Click what you want to share. Toggle between displaying what is being shared in its Click and in the sharing toolbar. original size and scaling it to fit in the shared area. Stop sharing? Click Stop Sharing in the sharing toolbar. Let someone else share? Any presenter in the meeting room can click Let Me Share, even while someone else is sharing. Check whether someone else can share? In the Participants list, click the Set Permissions icon and see who appears under Who can share content. Add materials to share? Do one of the following actions: v In the Library, click one of the available icons, such as , and select what you want to add. v Drag a file from your computer to the Library. Set meeting room permissions? (Meeting room owner or In the Participants list, click the Set Permissions icon managers only.) and select the roles and actions for individuals or all room participants. Invite others to join the meeting room? In the Participants list, click . Record a meeting? In the global toolbar, click Record. See different views of the Participants list? In the Participants’ list, click and select how to display meeting attendees, such as by their names or photos. Chat privately with another participant? Click the name of the person with whom you want to chat and then click . 2 IBM Lotus Sametime Meetings Task Reference
  • 3. Pre-release How do I... Action Chat with all meeting room participants? In the Discussion area of the meeting room, click and then enter your chat message. Find a link to a meeting room to send to others? In the global toolbar, click Room Tools → View Meeting Information. View meeting room information? In the global toolbar, click Room Tools → View Room Information. Edit meeting room information? In the global toolbar, click Room Tools → Change Room Settings. Optimize meeting rooms for a large number of In the global toolbar, click Room Tools → Change participants? Room Settings. Under Participant list, select Hide individual participant names. Take and share a snap shot of my screen? In the Library, click the Screen capture icon . View details about items stored in the library? Click an item stored in the Library to select it. Then click and click View Details. Create and send a poll? In the Library, click the Add Poll con . View and save poll results? In the Poll Results dialog box, click Save Results and Close. Capture meeting minutes and action items? In the Discussion area of the meeting room, click the Minutes or Action item icon and type your entry. Create an attendance report? In the global toolbar, click Room Tools → Create Meeting Report. Create a meeting report? In the global toolbar, click Room Tools → Create Meeting Report . End a meeting? Click the X in the upper-right corner of the meeting room. Note: The meeting room remains active for everyone still in the room. Leave a meeting? Click the X in the upper-right corner of the meeting room. Remove all content from a meeting room? In the global toolbar, click Room Tools → Remove Room Content. Delete a meeting room? Meeting room owners and managers can delete a meeting room from IBM Lotus Sametime Connect or IBM Lotus Notes. Click the Sametime Meetings panel and then click a meeting room to select it. Click More Actions → Delete Room. Set recording preferences You set recording preferences from IBM Lotus Sametime Connect or IBM Lotus Notes. v If you are using Lotus Sametime Connect, click File → Preferences. v If you are using Lotus Notes, click File → Preferences and then click the plus sign (+) beside Sametime in the navigator. Then click Sametime Meeting Rooms → Recording. IBM Lotus Sametime Meetings Task Reference 3
  • 4. Pre-release Meeting rooms that open in a Web browser Read this section to learn about working in meeting rooms that open in a Web browser. How do I... Action See the call-in information to call in to the audio Click Show call-in information in the Conferencing area conference using my telephone? (If this feature is of the meeting room. available to you.) Change conference call-in information for a meeting Click Room Tools → Change Room Settings. room? Start sharing? Do one of the following actions: v If no one is sharing, click Start Sharing in the sharing area. v If someone else is already sharing, click Let Me Share in the sharing area. Click what you want to share. Toggle between displaying what is being shared in its Click and in the sharing toolbar. original size and scaling it to fit in the shared area. Stop sharing? Click Stop Sharing in the sharing toolbar. Let someone else share? Any presenter in the meeting room can click Let Me Share, even while someone else is sharing. Check whether someone else can share? In the Participants list, click the Set Permissions icon and see who appears under Who can share content. 4 IBM Lotus Sametime Meetings Task Reference
  • 5. Pre-release How do I... Action Add materials to share? In the Library, click one of the available icons, such as , and select what you want to add. Set meeting room permissions? (Meeting room owner or managers only.) In the Participants list, click the Set Permissions icon and select the roles and actions for individuals or all room participants. Invite others to join the meeting room? Click Room Tools → View Room Information and copy the meeting room Web Address (URL) to send others. See different views of the Participants list? In the Participants list, click and select how to display meeting attendees, such as by their names or photos. Chat privately with another participant? (If this feature is Right-click the name of the person with whom you want available to you.) to chat and then click Chat. Chat with all meeting room participants? In the Discussion area of the meeting room, click and then enter your chat message. Find a link to a meeting room to send to others? In the global toolbar, click Room Tools → View Meeting Information View meeting room information? In the global toolbar, click Room Tools → View Room Information. Edit meeting room information? In the global toolbar, click Room Tools → Change Room Settings. Optimize meeting rooms for a large number of In the global toolbar, click Room Tools → Change Room participants? Settings. Under Participant list, select Hide individual participant names. View details about items stored in the library? Click an item stored in the Library to select it. Then click and click View Details. View poll results? See the poll results posted to the Discussion area of the meeting room. Capture meeting minutes and action items? In the Discussion area of the meeting room, click the Minutes or Action item icon and type your entry. Create an attendance report? In the global toolbar, click Room Tools → Create Meeting Report. Create a meeting report? In the global toolbar, click Room Tools → Create Report . End a meeting? Click the X in the upper-right corner of the meeting room. Note: The meeting room remains active for everyone still in the room. Leave a meeting? Click the X in the upper-right corner of the meeting room. Remove all content from a meeting room? In the global toolbar, click Room Tools → Remove Room Content. Delete a meeting room? Meeting room owners and managers can delete a meeting room from the Lotus Sametime Meeting Room Center. In the My Meeting Rooms view, for the meeting room you want to delete, click More Actions → Delete. IBM Lotus Sametime Meetings Task Reference 5