Getting Started

Signing In
How to Change Your Status
What does your presence state mean?
How to Set Your Location
How to Add a Note

Signing In

If you’re already logged on to your organization’s network, signing in is as easy as starting Microsoft® Lync™ 2010.

1. On the Start menu, click All Programs, click Microsoft Lync,and then click Microsoft Lync 2010.
2. Click your presence status if you want to change it, or click Reset Status to let Lync 2010 set your status automatically based on your activity or Microsoft® Outlook calendar.
   
   
3. Set a location to let people know where you are today.
4. Let them know what you’re up to by clicking What’s happening today? and typing a note.

 

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How to Change Your Status

*There are no spoken directions in this video.

  

What does your presence state mean?

Available	You are online and available for contact.
Busy	You are in a Lync phone call or, according to your Outlook calendar, you are in a meeting.
Do not disturb	You don't want to be disturbed and will see conversation alerts only if they are sent by your Workgroup contacts.
Be right back	You are away briefly and will return shortly.
Away	Your computer has been idle (for 15 minutes, by default).
Off Work	You are not working and are not available to contact.
Offline	You are not signed in. If you have blocked individuals from seeing your presence, you'll always appear offline to them.

 

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How to Set Your Location

*There are no spoken directions in this video.

 

You can personalize your contact and presence information. For example, you can add your mobile phone number and make it available only to close contacts.

1. In the Lync main window, click the Options button, and then click Phones.
   
   
2. Click the button for the phone number, and then click OK.
3. Select the Include in my contact card check box, and then click OK.
4. To let certain people see your personal numbers: in your Contacts list, right-click the contact’s name, click Change Privacy Relationship, and then click Friends and Family.

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How to Add a Note

*There are no spoken directions in this video.

 

Instant Messaging

Finding a Person
Send/Receive an Instant Message
Group IM Conversation
Enhance Your IM Conversations

Add people to your Contacts list if you'll be contacting them often or if you just want to keep track of them.

1. In the search box, type the person’s name or email address.
2. In the search results, right-click the person, and then do one of the following: 
   
   • If you’ll be contacting them often, click Pin to Frequent Contacts.
   • Add them to a group by clicking Add to Contact List and then clicking the group name.
   • If you haven’t created groups yet, click Add to New Group, and give the group a name. You can add more contacts to this group later.

(Optional) To make sure you know when someone becomes available, right-click the contact’s name, and then click Tag for Status Change Alerts.

 

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How to Find and Add a Contact

*There are no spoken directions in this video.

 

Using Auto-Fill

Just start typing a person’s name in the search box, and results will appear below the box. If you see who you’re looking for, double-click the person’s name to send an instant message.

 

Viewing a Contact Card

If you’re not sure you’ve found the right person, the contact card gives more information and shows where the person fits into the organizational tree.

• To display the contact card, point to the person’s picture.
• For a full version, click the down arrow in the lower right corner. Then, to see his or her organization, click the Organization tab.

 

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Tag a Contact

*There are no spoken directions in this video.

 

To send an instant message:

1. In your Contacts list, double-click a contact.
2. Type a message in the message input area at the bottom of the message box, and then press Enter. 
3. (Optional) To add an emoticon, click the emoticon (smile face) button.
4. (Optional) To customize the font, such as type or size, click the letter A next to the emoticon button.

 

IM Recipient Options

When someone sends you an instant message, an instant message alert appears in the lower-right corner of your computer screen. Do one of the following:

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How to Send an Instant Message

*There are no spoken directions in this video.

Start a Group IM Conversation 

You can start a group instant messaging (IM) conversation by selecting multiple contacts or a contact group from your Contacts list, or you can turn an IM conversation with one person into a group conversation.

To start a group conversation from the Contacts list:

1. Hold down the Ctrl key, and click each contact that you want to invite.
2. Right-click the last contact, and then click Send an Instant Message.
3. Type your message in the message input area, and then press Enter.

QA

To start a group conversation from a conversation window:

• Click the People Options menu, click Invite by Name or Phone Number, and then select the contacts that you want to invite.

Enhance Your IM Conversations

With Lync 2010, you can add communication modes to your IM conversation. For example, you can start an IM conversation with a single contact, add more contacts, and then add audio and video. If you need to share documents or slides, you can share your desktop.

To add voice or video, in the conversation window, do any of the following:

• To add voice, click Call.
• To add video, click Video to add video.

To invite others, in the conversation window, click the arrow to the right of People Options, and then select the contacts that you want to invite.

To share your desktop or a program, in the conversation window, click the Share menu, and then select your desktop, monitor, or a program to share.

Collaboration

File Transfers
Create a Poll
Whiteboard

File Transfers

To transfer a file:

• From a Windows folder, drag the file that you want to send, and drop it into a conversation window or onto a contact in your Contacts list.

When you drop the file, a file transfer invitation is sent to the recipient. You will receive notification when the transfer is complete or declined.

Please note that, currently, to transfer a file, you must be connected to the Internet via a wired connection.

Attach a file to a conversation

You can share a file with multiple people in a group conversation, meeting, or conference call, but you don’t send it in the same way that you transfer a file to an individual contact. Instead, you add attachments to the meeting that other participants can download and view.

1. In the conversation window, click the Add or view Attachments button to upload a file.
2. In the Attachments dialog box, click Add Attachments.

   

3. Select the file that you want to add, and then click Upload.

Create a Poll

Polling allows you to quickly gather information or compile the preferences of meeting participants. A poll in Lync consists of one question and up to seven Lync Lypossible choices.

A meeting can contain many polls, but only one poll at a time can appear on the sharing stage, visible to all meeting participants. Only meeting presenters can create and manage polls. If you are not already a presenter, the meeting organizer or another presenter can make you one.

1. In the meeting window, click the Share menu, and then click New Poll.
2. In the Create a Poll dialog box, type a name for your poll, your question, and two or more possible answers.
3. Click OK.

If no one else in the meeting is sharing, your poll appears immediately to everyone in the meeting with the words Polls are open at the bottom of the stage. If other sharing is taking place, you have the option to share your poll immediately, which would end the current sharing session, or save your poll in the content bin for later.

When polling is complete, save the poll results by clicking Save poll at the bottom of the sharing stage, and then click Close the poll.

Whiteboard

The whiteboard is a fresh page for notes and drawings that everyone in the meeting can use together.

1. In the conversation window, click the Share menu, and then click New Whiteboard.
2. To start writing or drawing on the whiteboard, use the annotation tools at the lower left of the whiteboard.

 

Sharing

Share a Program
Share a PowerPoint
Share Your Desktop

 

Share a Program

How to share a program:

1. In the conversation window, click Share, and then click Program.
2. In the Share Programs dialog box, click the program you want to share, and then click Share.

 

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How to Share a Program

*There are no spoken directions in this video.

 

Share a PowerPoint

To give a presentation during a Lync meeting or IM conversation:

1. In the conversation window, click the Share menu, and then click PowerPoint Presentation.
2. In the Share PowerPoint dialog box, double-click the PowerPoint presentation that you want to share. When the content is prepared for presentation and uploaded, the other participants will be able to see your presentation. You can make annotations on the presentation using the annotation tools at the lower left of the presentation.

 

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How to Share a PowerPoint

*There are no spoken directions in this video.

 

Share Your Desktop

To share your desktop:

1. Open Lync 2010, and, in your Contacts list, double-click a contact.
2. When the conversation window opens, click Share.

   

3. If you have more than one monitor, click the one you want to share.

 

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How to Share Your Desktop

*There are no spoken directions in this video.

 

Give Control to Others

When you start sharing your desktop or a program, you’re the only one in control. When you’re ready, you can allow others to use their own mouse and keyboard to navigate and make changes on your computer.

1. On the sharing bar at the top of the screen, click Give Control.

   

2. Click Automatically accept control requests, or click the name of an individual under Attendees.

 

Take Back Control

1. To take back control of your desktop, monitor, or program:
2. Click Give Control. If Automatically accept control requests is selected, click it to clear it. To take back control from an individual, click Take Back Control.

 

 

 

Conferencing

Schedule an Online Meeting
Set Meeting Options
Join a Scheduled Online Meeting

Schedule an Online Meeting

You can schedule Microsoft® Lync™ 2010 meetings and conference calls from Microsoft® Outlook®. One meeting request is used for both purposes.

1. Open your Outlook Calendar.
2. On the Home tab, click New Online Meeting (in Microsoft Outlook 2010) or Online Meeting (in Microsoft Outlook 2007). 

A new meeting request opens, to which you add recipients, a subject line, and other meeting details.

 

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How to Schedule an Online Meeting

*There are no spoken directions in this video.

Set Meeting Options

The meeting request contains the dial-in information that the participant can use to join the audio part of the meeting or conference call. During the Lync meeting, dial-in information is available in the Invite by Phone dialog box (click the People Options menu, and then click Invite by Phone).

You can customize the dial-in information in the Outlook meeting request. You can also customize access and presenters.

1. In the meeting request, on the Meeting tab, click Meeting Options.

1. In the Online Meeting Optionsdialog box:
• To control meeting access and presenter options, click Access and Presenters.
• To customize dial-in information, click Audio and Phone.

With the Meet Now option, you can quickly start a meeting or conference call with people inside or outside your organization.

1. In the Lync main window, click the arrow to the right of the Options button, and then click Meet Now. 
2. In the conversation window, do any of the following:

• To invite someone inside your organization, click the People Options menu, click Invite by Name or Phone Number, and then select a contact.
• To invite someone outside your organization by email, click the People Options menu, and then click Invite by Email. An email message opens in Outlook. (If you do not have Outlook, copy the invitation text, and paste it into your email program.)
• You can also add contacts to the meeting by dragging the contact from the Contacts list into the conversation window.

Join a Scheduled Online Meeting

In the Outlook meeting request, click Join online meeting or click the meeting link.

 

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How to Join an Scheduled Online Meeting

*There are no spoken directions in this video.

Differences on Mac

Lync varies in appearance slightly between Microsoft Windows and Mac OS.  While there is some visual variation, most of the functionality that you'll find in the Windows version of Lync will also be found in the Mac version.

The following section will provide a quick reference to the differences between the two interfaces and a summary of any functionality that may, currently, differ between the two environments.

So let's start with the main Lync window...

Windows Lync and Mac Lync, Side-by-Side

A comprehensive matrix of the differences between Windows and Mac is available via Microsoft's Technet.

 

Messaging

Meetings

IPad: Sign In, Set Your Status, and Find the Right Person

Signing In
Setting Your Status
Find the Right Person

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Signing In

Before you get started, make sure your iPad is connected to a Wi-Fi or 3G data network.

Start the Lync application, and on the sign-in screen, enter your credentials, and then tap Sign In.

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Changing Your Status

To change your status:

• Tap the My Info icon, tap Status, and then select your status.

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Finding the Right Person

To find the right person:

• Tap the Contactsicon, and start typing a person’s name in the search box. The results appear below the box.

  

 

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How to Find a Contact

*There are no spoken directions in this video.

IPad: Sending/Recieving a Message, and Inviting Others to an Existing IM

Sending a Message
Recieving a Message
Inviting others to an existing Message

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Sending a Message

When you find the person you’re looking for:

1. Tap the person’s name, and then tap IM to send an instant message.
2. Type a message, and then tap Send.

 

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How to Send an Instant Message

*There are no spoken directions in this video.

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Recieving a Message

When someone sends you an instant message, an instant message alert appears at the top of the screen. Do one of the following:

• To accept the invitation, tap the alert.
• To ignore the invitation, tap the Close (x) button.

 

The IM alert appears for only a few seconds, but you can tap the Chats icon button to view any missed instant messages.

When you receive an IM when the Lync app is not open but you are still signed in, you’ll receive the alert on the main screen.

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Inviting others to an existing Message

To invite someone to an instant messaging conversation:

1. From the Conversation screen, tap the arrow icon, and then tap Invite Others.
2. From the Invite screen, select or search for the contact you’d like to invite to the conversation.

IPad: Make a Call/Join a Meeting

Make a Call
Join a Meeting

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Make a Call

Calls made using Lync are not Voice over Internet Protocol (VoIP). When you make or receive a Lync call, your carrier’s minutes are being used. When you make or receive a Lync call from the iPad the call goes to the mobile phone number you specified in the My Mobile Number field..

• To call someone in your Contacts list, find the contact, tap the contact’s name, and then select the number you want to call or tap the Call icon to call the work number.
• When the call is placed, you’ll first need to accept the Lync call in order to make the outgoing call.

 

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How to Make a Call

*There are no spoken directions in this video.

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Join a Meeting

To join an online meeting:

• Tap the Meetings icon, and from the All or Online tab, open the meeting invite by selecting the meeting that you want to join, and then tap Join Meeting.

 

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How to Join a Meeting

*There are no spoken directions in this video.

iOS: Getting Started

To Download the App
Sign In and Get Started

To Download the App

1. Open the app store and search “Microsoft Lync 2010”
2. Click on the Application
3. Click the free button
   
   
4. Click on the Install App button
   
   

 

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Sign In and Get Started

NOTE: If you have a data plan, or your phone is connected to a Wi-Fi network, signing in is as easy as starting the application. Be aware that Lync uses data if you are on a limited data plan. 

1. Start the Lync app
   
   
2. On the sign-in screen, enter your credentials, and then tap Sign In
   
   

Android: Getting Started

In order to install Lync 2010 on your phone, your phone needs to be running at least Android OS 2.3.3.

To find and install the app:

1. Open up the market app "Google Play Store" and search for "Lync 2010".
2. Click on the Application
3. Click on the Install Button

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Sign In and Get Started

 

Note:If you have a data plan, or your phone is connected to a Wi-Fi network, signing in is as easy as starting an application. Be aware that Lync uses data if you are on a limited data plan.

1. On the mobile phone Applications screen, tap the Lync 2010 icon.
2. On the sign-in screen, enter your credentials, and then tap Sign In. Use your full exchange^? address and password .(firstname.lastname@oregonstate.edu)

Windows