Transcript Slide 1

Your personal Display Section
Your Presence
Presence notes
Your Location
Options
Display Picture
& ‘Indicator’
Contacts
Phone
Activity Feeds
Conversations
Presence
Coloured indicator
Notes - Say what you are doing
Coloured visual representation.
- Available
- Busy
- Do Not Disturb
Set Location - Where
you are right now.
1. Set your own
2. Automatic through outlook
Note: Presence is a visual indicator, which allows people to see
what you are doing and if you are available to communicate.
Navigation screens
Contacts
Activity Feeds
Conversations
Phone
Contacts List
You can also change the view of the contact list to view
by Groups, Status, or Relationship.
display picture
What is Andrews presence
status?
Where is Andrew?
Note: Your contacts list will provide a listing of all
contacts you have added to Lync.
Adding Contacts
Step 1
Step 2
Quick search box
STEP 2: As you start to type the name of the person
you wish to add, Lync will begin to narrow down the
results!
Step 3
click +
STEP 3. Once you have found the contact you wish to add, click on the
‘+’ to add the contact, then select which contact group you wish to
have them in.
Adding Groups
Under
1
“contacts”
STEP 1: Right click on any existing group.
STEP 2: Select ‘create new group’.
STEP 3: Give your new group a name.
2
Now you can drag-and-drop existing contacts into that group!
3
Contact Cards
If you click or hover over a particular contact,
you will see their ‘contact card’.
Send E-mail
Send IM
Call Contact
More Options
Contacts Types
There are Three different types of contacts in Lync.
1. LYNC CONTACTS show the person’s presence, and display
picture. You can contact this person by IM, voice call, video call, email, or Lync call.
2. PERSONAL CONTACTS is a contact listed in your Outlook
contacts, but is not on your company’s global directory. These
contact generally do not have Lync, so you cannot see their
presence, and can only email them, or voice call them if they
have a phone number attached to their contact card in
Outlook.
3. FEDERATED CONTACTS Lync users are empowered to add
their own contacts, those who work for organizations with
federated Lync deployments, to their own Lync external contacts
groups
4. PHONE CONTACTS is a contact that is essentially just a
speed-dial listed in your contacts. You can see the display image
is of a phone instead of a person. You can only voice call these
contacts.
Activity Feeds
You can change the view 3 ways:
ALL: updates from your contacts
FREQUENT: Updates from only your most frequent contacts
MY ACTIVITIES: Only shows your updates/changes
Note:
The Activity Feeds button is similar to looking at a
news feed in Facebook.
It provides you with a summary of peoples activities
changes and updates that have taken place.
Conversations
You can change the view 3 ways:
ALL: All conversation lists
MISSED: Any missed conversations (also saved in Outlook)
CALLS: Only show calls (no IM/video)
The ‘Conversations’ view will show you a list of
Phone Calls, IM’s and Video Calls.
Note:
By clicking on ‘View more in Outlook’, Lync will
open Outlook and navigate you to the folder where
all conversations are stored.
Phone
You can use the numbers on
your keyboard to type a number
here
You can use the number-pad in Lync to
dial your number, and click ‘CALL’ to
place the call.
Note:
The ‘Phone’ is a virtual control for dialling a
number on Lync and is especially useful for
selecting a queue.
New voicemail
messages
If you click on ‘view more in Outlook’ you can
view your voice mail as voice and an email.
Instant Messaging
Instant Messages to your work-mates can be a
big time-saver, and they are easy to use as well
Step 1
Double
left-click on
contact
Step 2
Type your message.
(try and be nice-ish)
Step 3
Press ‘Enter’
and wait for a reply!
Instant Messaging
To add another person to the conversation:
Step 1
Click on ‘People
Options’ to display the
drop-down
Select ‘Invite by name’
Step 2
Click invite
to invite
Step 3
Select person
Double left click
Instant Messaging
Conversation window
Group
Conversation
You can also simply just click on
a contact and drag them into
the conversation.
Calling using Lync
There are three different types of call you can make in Lync.
Voice calls
A standard voice call using a number
listed in the contact card, or a new
number.
LYNC calls
A call that connects from your computer
directly to the contact’s computer, using
Internet or Intranet rather than a phone
line.
Voicemail
Place a call directly to the contact’s
voicemail inbox.
Simply click on the type of call you would like to make to start the call.
Call Controls
Lets step through the call control options in Lync’s Call window...
Transfer
options
Video Calling
Device List
People Options
Sharing Options
Call Controls
Sharing with
current call.
The Device options
for current call.
Transferring
your call
Call Controls
The ‘Call Options’ Drop-down contains a few miscellaneous
options that can be very helpful within certain calls.
Other
options
‘People Options’
To add
participants
Transferring calls
If you want to transfer the person straight through, this is referred to as a cold transfer.
By selecting one of your phone numbers, you
can transfer the call to another one of your
phones, ie, your mobile.
1. Click on the ‘transfers’ button
By selecting ‘another person’,
your contacts list will reappear.
2. Select your contact (or dial a number)
and click ok to transfer the call straight
through!
Warm Transfers
If you need to speak to the other person
before transferring the call through, You
would use a warm transfer.
STEP 1: Place your caller on hold.
STEP 2: Start a second call as normal
STEP 3: When ready, select ‘current
conversations’ and select the person
you wish to transfer
Conference Calls
The process to conference another caller in
is similar that of a warm transfer.
STEP 1: Place your caller on hold.
STEP 2: Start a second call as normal
STEP 3: When ready, select ‘’Merge
this call’ and select your other caller.
Share your Desktop
After you login to the meeting, you can share your desktop or a program, deliver a
PowerPoint presentation, insert a Whiteboard or Poll slide and add attachments
among other options.
To share your desktop:
1. In your online meeting click Share.
2. On the Share drop down menu, click Desktop.
3. A bar is displayed at the top of the screen and a
glow appears around the screen.
4. Click Stop Sharing to stop showing your desktop.
Share a program
To share a program and the associated windows:
1. Click Share in your online meeting.
2. On the Share drop down menu, click Program.
3. Select the program you want to share.
4. A bar is displayed at the top of the screen, and a glow appears around the
application window indicating what is being shared.
5. To stop sharing your application at any time, click Stop Sharing.
Stop Sharing
Control Sharing
When you start sharing, you’re the only one in control of what is being shown on
the meeting stage. You can allow others to take control of your sharing session and
you can take back control at any time.
Give Control
1. Click Give Control on the sharing bar at the top
of the screen.
2. Click the name of an individual to share control
with, then click OK on the confirmation box to
proceed.
3. This person is now in control of your sharing
session and can use their keyboard and mouse
to control your shared content. The option to
Release Control also becomes available on their
Online Meeting toolbar.
4. To take back control click Take Back Control on
the Give Control menu.
Note: Only one person can be in control at a time.
Give Control
OR
Share a Powerpoint Presentation
To deliver a PowerPoint presentation:
1. Click Share in your meeting.
2. Click Share and click PowerPoint Presentation.
3. Double click the PPT file you want to share.
4. The slides will be shown in the Stage area.
5.
To move the slides, use the arrows at the lower right corner of the meeting window.
6.
To show the thumbnails, click the Show Thumbnails icon.
7. Click Show Presenter Notes to see your notes.
8. Use the controls at the bottom of your meeting to annotate on the slides, use a laser pointer,
insert an image, etc.
9. To stop showing the PowerPoint presentation, click Stop Presenting.
Annotation Tools
Show Thumbnails
Show Presenter Notes
Insert a Whiteboard
Use the whiteboard to post a note to everyone in the meeting or use as a fresh page on which to
brainstorm. Everyone in the meeting can write and draw on the whiteboard.
1. Click Share in your meeting.
2. On the Share drop down menu,
click New Whiteboard.
3. A whiteboards page will be inserted
in the Stage area.
4. To start writing or drawing on the
whiteboard, use the tools on the
bottom of the meeting.
5. Click Stop Sharing when you are done.
Meeting attachments
To add a file to your meeting, such as a hand out or your presentation for the
participants to download:
1. Click the Add or view attachments button.
2. Select the file that you want to upload and then click Open.
3. By default everyone in the meeting can save the attachment locally. To control access, click
the arrow next to the file, point to Make Available to and choose one of the following:
Meeting Organizer, Presenters, Everyone. You can change the access level anytime during
the meeting.
Participants in the meeting can click the Add or View Attachment button and then click the file to
download it locally.
Record a Meeting
To record a meeting:
1. Click the More Options button in your meeting and then click Start
Recording.
2. The Pause and Stop commands become available at the bottom of the
meeting window.
3. Click the Stop button and customize the options on the Stop Recording
window if needed.
4. By default, Lync saves your recordings in Lync recording format in the
location: C:\Users\username\LyncRecordings. Click Browse… to save
your recording to a different location.
5. By default the option to save the recording in (.wmv) format is also
enabled. If not, check Also create a version that you can publish to
others (.wmv) box. This option saves your recording in a single .wmv
video format, which you can send to others.