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Before installing and using the WebEx App as a softphone, please be sure the Telecommunications department has configured your account to be used for phone services.  Telecom can be reached at telecom@syr.edu  or 315-443-4730.

The WebEx software will need to be downloaded from:  https://www.webex.com/downloads.html

There are both Windows and Mac clients available, to get the Mac client, you need to select “Other operating systems on the download page”:

image of Download Options

The WebEx software should be whitelisted and able to be installed on SU AD machines by anyone who can obtain the download. 

After installing, sign in with SU email address and your SU password.  You may be prompted to complete the 2-factor authentication when logging in(it redirects the user to our Microsoft login page).  NOTE: The software is configured with single-sign on, so if you are already logged in to the desktop with your NetID and password, you may not get this 2-factor authentication request.

 If you do get prompted for 2-factor authentication , it looks like this:

image of 2-factor authentication logon screenimage of 2-factor authentication code entry

Once signed in, you may get a box pop-up prompting to authenticate to Phone Services.  Enter your NETID and Password to complete the sign-in.  If the box doesn’t pop up, you will need to connect to the Phone System clicking the link below or manually entering the settings as indicated by the red highlights below:

OR

image of Settings option in menu image of Webex options menu with Phone services shown


Once connected you will see the “You’re signed in (Unified CM)” in green. 

Your active phone line(s) will appear in the bottom left corner of the App.  If you have multiple lines, they are labeled as “L1”, “L2”, etc:

image of Select a Line dialogue

Ensure you have an audio device setup that you want to use for calls, typically a headset.  Note there are 3 different settings.  Ringer and Alerts is for inbound calls, chat messages, meeting reminders, etc.  Speaker is for any in-call or meeting audio, and Microphone is for your outbound(mic) setting.

Webex Options to Audio , then ringers and alerts options, speaker options, and microphone options

You can then use the Phone Icon from the main page to bring up the dialer and make phone calls using standard campus dialing rules.  Press the “Audio” button for standard audio calls, or if you are making another WebEx call, you can select “Video” if both ends have a camera available:

image of left hand navigation - dialer button image of dialer

For inbound calls, you will see a box popup in the bottom right corner to answer. Choose “Answer” to pickup the call.  Choose “Decline” to send the call to voicemail (or hang-up if no voicemail is configured on the line).  You can silence the ringer without answering the call(the caller will continue to hear the line ring) by clicking the bell with the line through it, indicated below:

image of incoming call with options to answer or decline

While on an active call – the call will appear on a separate window.  You can click on the 3 dots indicated below to bring up a menu for additional call options (Hold, Park, Transfer, Conference).  NOTE Call park is not configured on our system and will give a error indicating as such if you try to Park a call.

image orf in-progress call with three dots menu shown

To turn off your softphone on your device, be sure to open the options menu and choose SIGN OUT or EXIT WEBEX.  If you just click “X” on the app, it will just be minimized to the taskbar.

Questions or issues can be sent via email to telecom@syr.edu  or 315-443-4730



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