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Local School Accounting

Microsoft Lync: Getting Started

User Guide for Cobb County Employees

2/18/2015

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Revision Chart

The following chart lists the revisions made to this document. Use this to describe the changes or additions made to the document each time it is re-published (draft or final). The description should summarize the changes as possible.

Date Author Description of Changes

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Table of Contents

Local School Accounting ... 1

Revision Chart ... 2 Microsoft Lync ... 5 Sign In ... 6 Sign Out ... 7 Add Contacts ... 8 Create a Group ...11 Video Calls ...13

Start Video Calls ... 13

Answer Video Calls ... 14

Audio Calls ...16

Make Audio Calls ... 16

Answer Audio Calls ... 17

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Microsoft Lync

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Sign In

Microsoft Lync appears on your task bar when the computer turns on.

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Sign Out

Click the X in the top right corner of Lync to exit the program.

OR

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Add Contacts

You can add any CCSD employee to your contact list. Currently, CCSD does not allow users to add photos.

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2. Type the person’s name in the search box. 3. Right-Click the name.

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OR

1. Type the employee name in the Search Field. 2. Right click on the employee.

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Create a Group

1. Select Add a Contact in the Lync main window. 2. Click on Create a New Group.

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Video Calls

You can make face-to-face video calls with your contacts using the webcam and headphone/microphone that is installed on your computer.

Start Video Calls

1. In the Lync main window, Double Click a Name in your Contacts List. OR

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3. Click the Video icon to place the call.

Answer Video Calls

When someone calls you, an alert pops up on your screen.

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3. Click the Camera Icon in the window to start your video. 4. Press Start My Video.

If the video call is accepted, the conversation window expands to display the video. At any time, you can:

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Audio Calls

You can make and receive phone calls with Lync, just like a traditional phone.

Make Audio Calls

1. In the Lync main window, Double Click a Name in your Contacts List. OR

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3. Click the phone icon to place the call.

Answer Audio Calls

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Instant Messages

Lync instant messaging (IM) is an efficient way to connect with your contacts in real time and on a moment’s notice. You can send an instant message from anywhere in Lync where you see a contact. Just check that the vertical bar on the left side of the picture is green and the “Available” label is displayed, indicating the person is ready for contact.

Start IM Conversations

1. Right Click a name in the Contacts list and Click Send an IM. OR

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3. Type your message in the text box and Press Enter on your keyboard to send the message.

Send IM to Groups

1. Right-Click the group name in your Contacts list.

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Respond to IM’s

When someone sends an IM conversation to you, an alert pops up on your screen.

1. To see the message, Click anywhere on the photo area.

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Microsoft Lync: Getting Started Page 23 of 27 2. To write back, Type in the text input area.

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Meetings

Lync can be used for scheduling and joining meetings. The process is very similar to the way you use Outlook.

Schedule Meetings

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3. Set up the meeting as you typically would:

 Type the email address of each person you’re inviting in the To box.  Type a name for the meeting in the Subject box.

 Select a start time and end time. 4. Type an agenda in the meeting area.

5. (Optional) On the Show group of the Meeting tab, Click Scheduling Assistant to make sure you have the best time for the meeting.

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Join Meetings

Joining a Lync Meeting is as simple as clicking the meeting link in a meeting request. 1. Click Join Lync Meeting when you open your email meeting request.

OR

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Troubleshoot: Your scheduled meeting link will not open in Firefox or Chrome. Solution: Copy the URL and paste it in an Internet Explorer address bar.

References

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