How do I set up Zoom video conferencing

f you've been invited to participate in a Live Conversation or Moderated Study, you'll want to download Zoom and familiarize yourself with the program ahead of time. 

What are the requirements for Zoom?
Where do I go to download Zoom?
How do I install on a Mac?
How do I share my screen?
How do I join or test my audio?
• Mac
• Windows
How do I join by telephone?
How do I request or give keyboard/mouse control?
What if my video/camera isn't working?
• Mac
• Windows

What are the requirements for Zoom?

• Windows XP or later, or Mac OS 10.6.8 (Snow Leopard) or later
• Browsers: IE7+,  Firefox,  Chrome, or Safari5+
• An internet connection – broadband wired or wireless (3G or 4G/LTE)
• Speakers and a microphone – built-in or USB plug-in or wireless Bluetooth (we recommend using a headset)

Where do I go to download Zoom?

Go here on your Mac or Windows computer and you'll be prompted to download Zoom.


How do I install on a Mac?

To install Zoom on a Mac, please check that your Security and Privacy settings are set to Allow apps downloaded from Mac App Store and identified developers.




How do I share my screen?

To start "Screen Sharing" select "Share Screen" button located in your meeting tool bar. 


After selecting "Share Screen" located in your in-meeting tool bar. You can choose to share your "Desktop" or an "individual application/window".

Screen Share Menu:

Pause: Pause your current screen share
New Share: Select a new window, application, or desktop to share 
Annotate: Use screen share tools for drawing, pointer, etc...
Remote Control: allow participant to control your keyboard and mouse
Mute: Mute or unmute your microphone
Stop Share: Ends your screen sharing
Stop Video: Stop or Start your webcam video
More: In-meeting Tool bar options (in-meeting options such as - Chat, Invite, Hide video panel etc..)
Remote Control (under More): allow participant to control your keyboard and mouse


How do I join or test my computer audio on a Mac?

Prerequisites:

For computer audio, you must have a working microphone, such as the built-in microphone, a USB microphone or an inline microphone on a headset or headphones.

1. After joining or starting a meeting, click “Join Audio by Computer” to connect your computer’s speaker and microphone to the Zoom Meeting. If using your computer’s speaker and microphone is your preferred audio method, check the option "Automatically join audio by computer when joining a meeting".

2. You can test your audio connection before joining by clicking the “Test Computer Audio” link. The audio preferences will open. 

• You can test the volume and output of your speaker device by select "Test Speaker". If you cannot hear, change the output source by selecting a different speaker device.
• > Speak at a normal level and check the Input Level meter to see if your computer is registering your voice. A green bar will raise and lower as you speak if it is working correctly. If the audio is not registering, change the input source by selecting a different microphone from the drop down list.
• You can select “Automatically adjust microphone settings” to adjust the microphone level based on your speech level.

3. If you would like to check your audio connection while already in a meeting, click the arrow next to the microphone on the left-hand side of the in meeting toolbar and follow the directions above.

How do I join or test my computer audio on a Windows?

1. After joining or starting a meeting, click “Join Audio by Computer” to connect your computer’s speaker and microphone to the Zoom Meeting. If using your computer’s speaker and microphone is your preferred audio method, check the option "Automatically join audio by computer when joining a meeting".



2. You can test your audio connection before joining by clicking the “Test Computer Mic & Speakers” link. The audio preferences will open. 


 

• You can test the volume and output of your speaker device by select "Test Speaker". If you cannot hear, change the output source by selecting a different speaker device.
• Speak at a normal level and check the Input Level meter to see if your computer is registering your voice. A green bar will raise and lower as you speak if it is working correctly. If the audio is not registering, change the input source by selecting a different microphone from the drop down list. You can also select "Test Mic" to playback your microphone input.
• You can select “Automatically adjust microphone settings” to adjust the microphone level based on your speech level.

3. If you would like to check your audio connection while already in a meeting, click the arrow next to the microphone on the left-hand side of the in meeting toolbar and follow the directions above.
How do I join by telephone?

You can join a Zoom meeting via teleconferencing/audio conferencing (using a traditional telephone). This is useful in occasions where:

• You do not have a microphone or speaker on your PC/Mac
• You do not have a smartphone (iOS or Android) while on the road
• You could not connect to a network for video and VoIP/computer audio.

Join by computer (for video) and telephone (for audio):

1. Join a Zoom meeting
2. Once you are in the meeting, select the Join Audio in the menu bar

3. Follow instructions on the dialog box to Dial In



How do I request or give keyboard/mouse control?


Pre-Requisites:

1. Join the meeting with a PC, MAC or iPad device.
2. The person sharing their screen must be on a PC or MAC. 

How to request remote control from someone who is sharing their screen:

• Once the other person has started sharing you will need to locate the tool bar menu drop down at the top middle of your Zoom window. (i.e. "You are viewing Michael Mariscal's screen")
• Next, select "Request remote control right". This will then send the other person sharing a notification asking whether or not they will allow you to control their screen. 

How to give remote control of your screen while sharing:

• You will see a notification asking whether or not you will allow them to control your screen.
• Click "allow".

How to regain control:
To regain control over your mouse and keyboard, simply "click" anywhere on your screen.

My video/camera isn't working for my Mac. How do I fix this?

1. Make sure that all other programs that utilize the camera are not using the camera or are closed.
2. Reboot your computer to ensure that the camera is not being used by another application.

My video/camera isn't working for my Windows PC. How do I fix this?

1. Make sure that all other programs that utilize the camera are not using the camera or are closed.
2. Reboot your computer to ensure that the camera is not being used by another application.
3. Visit your device's support and downloads page to update the camera driver.