Browsing the archives for the Instant Messaging (IM) tag.

What Archiving Server Archives – and What it Doesn’t

Instant Messaging (IM), SQL Server 2008, lync server 2010

Archiving Server provides a repository for information exchanged via Lync Server. Why? Two reasons:

  1. It gives you a log of Lync activity everyone can draw upon. How many times have you tried to remember what Jane said about the Michaels project? Thanks to Archiving Server, you have a saved copy of that IM conversation.
  2. It helps you fulfill legal compliance requirements. Many organizations must keep track of project steps, client files, and so on to meet compliance regulations. Since Archiving Server tracks automatically, its archive database acts as a regulatory resource.

What DOES it track though? It’s important to know what is and is not archived by Archiving Server. Otherwise, you might assume it just grabs everything. It doesn’t.

What Lync Archives on the Archiving Server

  • Instant messaging conversations (both person-to-person, and between multiple parties)
  • Content uploaded in Web conferences
  • Conference events (joins, parts, etc.)

What Lync DOES NOT Archive on Archiving Server

  • File transfers
  • Conferencing annotations and polls
  • Audio & video for person-to-person IM and conferences
  • Application sharing for IM and conferences
  • Diagnostic reports for session failures (those come from Monitoring Server)

Caution – There’s a Time Limit on Archived Materials

It’s important to note: Archiving is NOT intended to work indefinitely! As you can imagine from the above lists, storing uploaded files and daily IM logs will fill up space fast.

The server will keep archives until one of two things happens:

  1. You tell it to purge old archived files.
  2. Its storage fills up.

Obviously, you don’t want to reach #2.

In the Lync Server 2010 Control Panel, there’s a setting that dictates when to purge old archive files. You can control the time interval for this under Archiving Configuration. How long you keep archived files depends on your legal compliance requirements. 1 year, 2? Talk to Legal.

Then head to this page for a how-to: Enable or Disable Purging for Archiving – TechNet.

 

Want to add Archiving Server to your Lync setup? Use this deployment guide to help you.

If you’re having trouble with Archiving Server (e.g. conversations aren’t showing up in Conversation History), use NextHop’s “Troubleshooting Archiving Server” post as a guide.

 

Do you use an Archiving Server? What’s the big value from it, for you?

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Examining the Lync Training Package – Part 2

Conferencing, Microsoft Lync, Reference, Unified Communications

There’s so much information in the new Lync 2010 Training Package that I had to dedicate another post to it.

As promised, a second comparison of its training lists. As this package is geared toward training users on the Lync 2010 client, we’re talking about the Help Desk list today.

Training List 2: Help Desk

Last post I pointed out that each of the training packages is based off a “standard set” of materials. FAQs, Quick Reference cards, introductory How-To videos, and Self-Paced Training.

With Help Desk, we see how Microsoft adapts the training package for different roles. Specifically, 2 more resources included above this standard (1 new, 1 at higher priority).

A. The addition of “Help Desk Troubleshooting,” a 110-page reference document for common Lync client problems.You’ll find guidelines for everything from “(Sharing) Participants See a Black Window” to “Agent Unable to See Some Response Groups.”

The Troubleshooting document alone makes this worthwhile. It’s a great keep-on-hand reference. Our Support department has already used it to help a client. (I may pull some how-to’s for future posts in fact.)

B. The Instructor-Led Training mentions go from “Optional” to “Strongly Recommended.” Often the only difference between training lists is what priority each material element is assigned. However, because the Help Desk will field most of the (initial) support calls, it’s important they be fully informed on Lync’s capabilities.

If you want to see what’s available for Instructor-Led Training, look here. There are four courses (registration required, but free):

  1. Introducing Microsoft Lync
  2. Best Practices for Microsoft Lync Conferencing
  3. Facilitating a Successful UC Rollout
  4. Effective Conferencing with Microsoft Lync: Transitioning from Office Live Meeting

How to Start Lync Training with the Instructor-Led Courses

These 4 are the only courses for the whole Lync Training Package (at least for now). You’ll find them, at different priority levels, in almost every training list.

I don’t think all of these benefit the Help Desk most, though. Pick and choose which are the most relevant to the role you’re training for.

Here’s what I would suggest: Use the Instructor-Led training in the following order (by role).

  • Executives and Information Workers sign up for 1 & 2 in succession
  • Information Workers sign up for 3 & 4 afterward
  • Early Adopters sign up for all 4
  • Help Desk signs up for 1, 2 & 4
  • New Hires and Admin-Receptionists sign up for 1

This way everyone receives at least an overview. From there, more technical roles take on more technical training. All without disrupting everyday workflow.

 

Next week – we’re talking about Archiving Server. The recent post on Monitoring Server got a lot of attention, so I’m tackling its cousin. Watch for it!

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Examining the Lync Training Package – Part 1

Microsoft Lync, Reference, lync server 2010

While on Twitter yesterday, I saw a new Lync download making the rounds:

Microsoft Lync 2010 Training Download Package

From the overview:

“The Lync Training Download Package contains all of the available training and user education resources for Lync.”

All of these resources are sorted for you in an Excel workbook, & divided up by office role.  Information Worker, Early Adopters, New Hires, Admin-Receptionists, Executives, Help Desk and Lync Online.

Each list is broken up by a category, defined by Lync Server Role or communication method.  They are:

  • IM and Presence
  • Collaboration and Conferencing
  • Voice and Video
  • Devices
  • Group Chat
  • Attendee
  • Lync Web App
  • Lync for Mobile Clients
  • Lync for Mac

The training material for each category is ranked, from “Optional” to “Strongly Recommended.”  Some of the material comes in the training package download.  The rest is available on Microsoft’s support websites.

Organizes Current Lync Training Material For You

Why use this new training package?  It makes Microsoft’s Lync education resources neat & easy to find.

Everything (to date!) is included:

–WorkSmart Guides
–Quick Reference Cards
–FAQs
–Training Videos
–Instructor-Led Training (registration needed)

However, it’s important to know:  This is NOT recommended as a resource for Lync certification.  There’s almost no server-side material.   The package is clearly intended to help you train to support Lync’s client-facing functions.

Training List 1:  New Hires

The “New Hires” category is a good starting point.  It lists out what I’ll call the “standard set” of training materials.  FAQs, Quick Reference Cards, introductory How-To  Videos, and Self-Paced Training.

You’ll find these in every other category, with additional resources and/or different recommendation levels depending on the role.  Pay attention to Recommendation levels…they’ll give you a path to follow.  Start with “Strongly Recommended” and work down from there.

For instance, under Collaboration & Conferencing for New Hires, a Quick Reference Card and Self-Paced Training are “Strongly Recommended.”  A How-To Video is “Recommended.”  And Instructor-Led Training is “Optional.”

Catch-All for Microsoft Lync Education

How effective will this training package be?  That depends on how you decide to use it.  The download includes a lot of information, some of it new.  (I’m putting the “Help Desk Troubleshooting” doc on our SharePoint right after this post.)

Microsoft has written the workbook as a catch-all and a starting point.  So you can build training into your office’s activities by grabbing certain elements and putting them in front of the people who need them most.

 

Next week I’ll go into more detail with comparisons between categories.  Until then – planning to use this download?  How?

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The 411 on Lync Mobile Clients

Conferencing, Exchange Server 2010, Instant Messaging (IM), Microsoft Lync, Unified Communications, Voice over IP, lync server 2010

Have you tried out Mobile Lync yet?

Microsoft has released brand new clients for every major mobile platform – iPhone, Android, Windows Phone, even the iPad. Twitter’s abuzz over the new clients.

All of the clients will work with both on-premises Lync Server or Office 365′s Lync Online. (However, some features are not available to Lync Online users.)

Let’s go through what’s available, shall we?

Lync for iPhone

Download Lync for iPhone at the iTunes App Store.
What it does: Presence, IM, Email Contacts, Enterprise Voice Calls, Voicemail, Dial-Out Conferencing, Call Forwarding.
The iPhone client is surprisingly comprehensive. It even has capabilities (Enterprise Voice Calls) the Android client doesn’t right now. Microsoft really pushed to make the iOS client as complete a duplicate of Lync 2010 (desktop) as possible.

Lync for iPad

Download Lync for iPad at the iTunes App Store.
What it does: Presence, IM, Email Contacts, Enterprise Voice Calls, Voicemail, Dial-Out Conferencing, Call Forwarding.
Virtually identical to the iPhone client (adjusted for iPad screens of course). However, the reviews for this version gave it a slightly lower rating the iPhone client. One reviewer noted that push notifications didn’t work for her.

Lync for Android

Download Lync for Android at the Android Market.
What it does: Presence, IM, Email Contacts, Voicemail, Dial-Out Conferencing, Call Forwarding.
The Android client is a fairly basic mobile app. Some features are not supported yet (VoIP, video). Right now it appears to function best as a connector between the phone’s capabilities and Lync Server.

Also, note: Lync for Android runs in the background, all the time. Push notifications aren’t necessary. Something to keep in mind for Android users!

Lync for Windows Phone 7Lync for Windows Phone 7

Download Lync for Windows Phone from the Windows Phone Marketplace.
What it does: Presence, IM, Enterprise Voice Calls, Conferencing, Call Forwarding.
Of all the clients, this one looks the sharpest to me. Look at this screenshot. Slick, isn’t it? Almost a step up from the Lync 2010 interface.

Appearances aside, the Windows Phone client packs in every feature the iOS clients have. Several more than Android, like taking delegate calls & using Call via Work.

However, one thing is missing: access to Lync voicemail. I’m honestly not sure why Microsoft didn’t include this. The system has the same base from server (Lync Server) to hardware platform (Windows Phone). What prevented voicemail?

What’s Missing in Mobile Lync (For Now)

Please note: According to the Microsoft Lync Mobile Client Comparison Tables, NONE of the mobile clients can do the following.

  • Automatically log IM conversations in Exchange
  • Manage delegates
  • View video in meetings
  • Conduct two- or more-party calls with external users
  • Share desktop or use presentation tools

Looks like we’ll have to wait until V2 for these features.

What’s your experience with a Lync mobile client? Is there something you’d want to see added?

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Install Cumulative Update 4 to Prepare Lync for Mobile Device Use

Instant Messaging (IM), Microsoft Lync, Unified Communications, Voice over IP, lync server 2010

Something a little different this week – two mini-posts!

One today on a Lync Server update. One tomorrow on the Jabra BIZ 620 Duo USB headset.

Mobile Clients are Coming Soon: Prepare Lync Server

Yesterday I tweeted a link to a recent Microsoft announcement: Lync clients coming soon for Windows Phone 7, the iOS platform, and Android (via Engadget).

Last week, Microsoft also released a new Cumulative Update for Lync Server 2010 – one intended to prepare Lync for use of these new mobile clients.

The update, Cumulative Update 4, consists of multiple server-side (and client-side) updates, as well as six new Cmdlets. The cmdlets are what mark this as a mobility update. Tom Arbuthnot has written thorough descriptions of the cmdlets over at the Lync’d Up blog. I’ll just give overviews on what they do here (go read his post for full information – it’s worth it!).

  1. CsAutodiscoverConfiguration: Lets you change Autodiscover settings. Autodiscover helps client apps (like a mobile Lync client) find certain resources, like a user pool.
  2. New-CsWebLink: Creates a Web link to Autodiscover. Handy for updating configuration with new clients.
  3. Test-CsMcxPushNotification: Verifies that Push Notification’s working, so you’re able to send notifications out to mobile devices.
  4. CsMobilityPolicy: Lets you control Mobility Policies. In Lync, these policies govern who can use a mobile client, as well as if you can use Call via Work (using work numbers instead of mobile numbers for calls).
  5. CsMcxConfiguration: Configures Lync Server Mobility Service settings. Enabling mobile devices to use many of Lync’s services – Presence information, voicemails, conferencing, etc.
  6. CsPushNotificationConfiguration: This cmdlet lets you configure Push Notification.

Lync Server Updates for Core Components, Administration and Clients: Install Them All

The Cumulative Update 4 files are available for download at Microsoft Downloads. The easiest installation method would be to use the Cumulative Update Installer (LyncServerUpdateInstaller.exe).

If that doesn’t work for you, look under “Installation Methods” on this Microsoft Support page for a manual install option.

And as Justin Morris wisely reminds us – don’t forget to backup your Lync Server setup first!

Check back tomorrow for our second Lync headset review!

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3 Ways to Start Conversations With Lync Auto-Contact URLs

Instant Messaging (IM), Reference, Voice over IP, lync server 2010

Short post today, since everyone’s starting to think about turkey and traffic by now.

I received an email from Rob the other day, asking if he could create a link that would start up a Lync voice call. If so, he could then send this link via email, enabling whoever received it to make a auto-call just by clicking that link.

This IS possible to do with Lync Server. In fact, there’s a couple variations of it out there.

#1 – One-Click Dial with the Lync Internet Explorer Add-In

I mentioned this the other day – an add-in that Lync-enables every recognizable phone number on a website. You click the Lync icon next to it…and Lync auto-dials the number for you.

#2 – Auto-Contact URL for Voice Calls

As it turns out, it’s pretty easy to send a Lync-enabled phone number via email.

All you have to do is create an HTML link in this format – “tel:+12223334444“. 1 plus the area code plus the number. No spaces (and no quotation marks, of course). In HTML it’ll look like this: <a href=”tel:+12223334444″>Call 222-333-4444</a>

Outlook will even auto-create the link if you type it out in an email window.

Lync grabs onto any tel: links Outlook receives. So when the email arrives and the recipient clicks the link, it will automatically open a Lync call window.

(NOTE: Rob also asked about triggering a video call in the same way. I don’t know of a link format that will do this directly. But! Adding video to a call is just one more click in the call window. So, still within reach.)

#3 – Auto-Contact URL for Instant Messages

The same method as #2 can be used to send an IM link. Except in this case, you would use the person’s SIP address. For example:
IM:<sip:chris@PMTestEmail.com>

Thanks to Tom Kisner at TheLync.net for his blog post detailing the auto-contact URL syntax. Perfect fact-check for me on this one (our own tests matched up to his formatting lockstep). If you don’t use Outlook, or want to see the straight HTML used in these auto-contact links, check out his post.

Have you used a link like this? Within your company or outside it? I’m curious to hear what happened, & if you had any snags along the way. Please email me or comment below.

In the meantime, Happy Thanksgiving! See you next week.

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What Monitoring Server Monitors – and What It Doesn’t

Conferencing, Instant Messaging (IM), Unified Communications, Voice over IP, lync server 2010

On Sunday, I received an email from a UK consulting firm. The individual (I’ll call him Mr. B) wanted to know about monitoring Lync Server.

Now, his question was more about identifying the signs of a well-functioning Lync setup. But it touched off a related question in my mind – how much monitoring does Lync Server do for itself?

Turns out, quite a lot. Lync’s Monitoring Server role keeps tabs on just about every communication in & out. It’s not a required server role for Lync to run, but it’s recommended.

Why? Simple reason – Monitoring Server reports help you figure out what’s working (and what’s not).

Reports are broken down into four categories: System Usage Reports, Call Diagnostic Reports, Call Diagnostic Reports (per user), and Media Quality Diagnostic Reports. Makes it easier to identify a specific problem, if you know what type of problem you’re looking at.

What Monitoring Server DOES Provide

Overall, reports cover pretty much everything you’d want to know about how good a job your Lync Server’s doing. For example, you can find all of this in Monitoring Server reports:

  1. Information about the communication sessions in your organization. That covers VoIP phone calls, IM sessions and conferences.
  2. Endpoint information about each session. IP addresses, connection speeds, which Edge Servers were used, etc.
  3. Quality measurements for the different types of communications you use (SIP calls, video conferencing, etc.).
  4. Activity lists for each user in the organization, by date and/or session type.
  5. Reports on Call Admission Control-restricted sessions.
  6. Summary of (and details on) calls made to Response Group workflows.
  7. Diagnostic reports and troubleshooting information for session failures (including SIP response codes and diagnostic headers).
  8. Server Performance reports:  Shows you which servers have had the most problems, using metrics like packet loss, signal degradation, noise, etc.

And a few more.

Many of the Monitoring Server reports are broken up by type, or medium. For example, one report will tell you about IM sessions, broken down by pool. Another will tell you about VoIP calls in the same pool. A third could provide a summary of all communications in that pool.

What Monitoring Server DOES NOT Provide

  • The content of a phone call, IM session or conference. That’s the job of Archiving Server.
  • Monitoring for the Windows Servers Lync is installed on. It doesn’t cover Windows processes. Use a standard server monitoring tool for that.
  • Non-Lync Server application logging. Use a third-party tracking tool to track activity on these.

Microsoft has a Work Smart guide for Monitoring Server here: Lync Server 2010 Monitoring Server Reports Work Smart Guide – Microsoft Download Center
Plenty of information on each report, what it records, and how to make use of the data.

Have you referred to a Monitoring Server report lately? What did you find out?

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How-To Videos for Lync Server

Conferencing, Instant Messaging (IM), Microsoft Lync, Reference, Unified Communications, Voice over IP, lync server 2010

Some people learn by reading, some by doing, and some by seeing. Which are you?

Up until now I haven’t done much beyond text on this blog. But today, I have a treat for the visual learners – eight Lync Server how-to videos!

I’ve written a lot of how-to on this blog over the past year. Most of what’s covered in these videos can be found here in text format. However, if you’d rather SEE how to set up an Edge Server or call forwarding, these are for you.

How to Install a Lync Server: Start to Finish, on Video

The first 5 videos come from a YouTube member named “ITBananas.” (Their YouTube Channel is here: http://www.youtube.com/user/itbananas) We’re looking at a 5-part series on how to install and configure a Lync Server 2010 setup.

I suggest watching these in Full Screen mode. It makes seeing the options selected easier.

Video 1 – Install and Configure Lync Server 2010 – Installing ADCS

Video 2 – Install and Configure Lync Server 2010 – Prerequisites

Video 3 – Install and Configure Lync Server 2010 Part 1

Video 4 – Install and Configure Lync Server 2010 Part 2

Video 5 – Install and Configure Lync Server 2010 Part 3

The videos can run a little fast. And there’s no voiceover. (I don’t mind that, but it might throw you off if you expected audio.)

Nonetheless, these make for a good step-by-step visual aid to installing Lync Server.

More How-To: Edge Servers, Call Forwarding and Making Lync Calls

Add an Edge Server to Lync Server 2010

This video was posted by “AhmedYousryHassan,” who’s likely a Microsoft tech. (The “Microsoft TechNet” logo at the beginning, and the contoso.net domain used, sort of give it away.)

This video does have voiceover. It walks you through using Topology Builder to add an Edge server to an existing Lync setup.

It’s a very clear how-to on one specific task. I’m adding this to our training regimen.

Setup Call Forwarding and Simultaneous ring in Lync 2010

We’ve had a few call forwarding questions lately, so I wanted to include a good how-to video for setting it up.

Since this one comes from the Microsoft Lync Adoption and Training Kit, I’d say it qualifies.

Make a Call Using Lync 2010

The acting is kind of bland, but don’t let that ruin this Microsoft training video. It does a good job of showing Lync’s call options. Starting calls from IM, adding people to existing calls, two-click conference calls, and so on.

What other Lync Server videos have you seen? Any good how-to’s we should mention here?

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Skype Integration: Questions Raised About the Future

Conferencing, Instant Messaging (IM), Microsoft Lync, Unified Communications, Voice over IP, lync server 2010

First off, I want to say thank you to all the new signups, and the people who’ve emailed me with questions! We’ve had a lot of conversations lately. It’s great! Lync Server adoption is growing like crazy (not just on the blog too – we’re getting more & more consulting projects on it).

Today’s post centers on the Skype purchase. Yes, once again. Someone asked about it, honest!

Thing is, they asked me a very poignant question:
“What else do you think is in the cards for Skype at Microsoft? I’m thinking about Windows 8, mostly.”

GOOD question. And from just a little research, I determined that we’re not the only ones who’ve weighed in on it lately.

Skype’s Future at Microsoft: Ars Technica Speculates

Big-name tech news site Ars Technica posted on this the other day. Jon Brodkin speculated on “integration everywhere,” putting everything from Windows Phone to Xbox Live to Windows 8 on Skype’s potential-destination radar.

Jon has some very good points about how easily Skype could be integrated into the Microsoft software base. I think building it into Xbox Live and Windows desktop make a lot of sense. With that in mind, I’ll say this:
Adding Skype as a default option to Windows 8 is the smart play.

Picture this. You install Windows 8 around this time next year, on a dozen tablets for employees. Lync Server is already running on your back-end. The Skype client included in your Windows 8 detects each employee’s Lync credentials, auto-configures…and poof, your employees are able to call anyone.

I mean *anyone.* In the office or around the world. The VoIP in Skype and the Unified Communications in Lync, working together.

Pick up a Windows Phone and you’d have the same connectivity there. Same interface too. Sounds like a good future for Skype, doesn’t it?

Will Skype Grow, Shrink, or Vanish? Web Users Weigh In

That wasn’t the only speculation I came across though. Many Web users have their own questions. And their own concerns.

I’ve copied out a few of them below. And added my own thoughts. Some useful food for thought, for those of us involved in office communications.

“Do we have to use an integrated client?”
I suspect there will be several client options. A “basic” Skype client, Lync 2010 with Skype baked in, a Windows Phone app, etc.

“Skype on Windows Phone 7?”
As one commenter said on the Ars Technica piece, “Microsoft could easily roll its own telephony package.”  With the Skype technology and a Lync backend, they could indeed. That’s a bit more ambitious than I was thinking. It would be a very good pull for Windows Phone though!

“Skype allowed multiple logins before. Will we lose that?”
More than one person was interested in multiple logins. Since a seamless integration – not just with Lync, but also with Windows Phone and Xbox – makes sense, multiple logins is still a safe bet.

“Will Skype disappear into Lync and Windows Live Messenger?”
Unlikely. The Skype contact interface is too well-known to just throw it out. It’s more likely that Windows Live Messenger will take on most of Skype’s interface.
Lync less so, since it has its own interface. That will be more of an in-process integration; certain steps to use Lync may come to resemble Skype.

“Skype’s painfully inefficient. Anything Microsoft does will be an improvement.”
While that seems a little excessive, a lot of user complaints about Skype are that it’s slow. Bloated, memory hog, call it whatever you want.
Will that increase load time for Lync? Or other Windows integrations? Possibly. It IS a disparate code base. One possible method would be to re-develop segments of the code as they’re integrated into separate Microsoft platforms (one for Lync, one for Xbox, one for Windows 7, one for Windows 8…).

Hopefully Microsoft will release some additional plans soon. Now that the merger is approved, they’ll want to avoid wild speculation going on too long.

Since there’s already so much discussion, they’d better hurry!

I hope this sates your curiosity (for now). Next week I’ll discuss a Lync bug we came across in our latest implementation.

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8 Things to Do With a New Lync Client

Instant Messaging (IM), Microsoft Lync, Voice over IP, lync server 2010

We’re installing Lync Server for a new client right now. So far everything’s gone smoothly – no server snags, & the user PCs are all new enough to handle Lync.

However, we’re fielding questions about the Lync 2010 client. (This client didn’t have OCS 2007 before, so the Lync interface is brand new to them.)

Is the Lync client new to you? Are you uncertain of what to do once it’s up & running on your screen? Today’s blog post is for you.

I’ve written out 8 things you should do after Lync loads for the first time on your PC. There’s basic stuff, and a couple things that aren’t mentioned in the tutorial screen (so you might miss them). These are all based on the questions we’ve answered for our newest Lync client.

1. Run Through the “Welcome to Lync” Intro

The intro comes up automatically the first time you open Lync. It shows you were to enter your Presence status, what your picture will be, what mobile number you have listed. The important thing is that the intro also tests your audio & video.

Check your audio by clicking “Phone Check”. Click the “Make a Test Call” button. A Lync call window will open, asking you to record a message. It’ll play that message back, so you can hear how you’ll sound on calls.

Next, check your video by clicking “Webcam Check”. This will activate your webcam (if you have one attached or built into your PC) and display it. If all’s well, you should see yourself. (Hope you combed your hair!)

Once you’ve checked audio & video, close the Intro. Now we need to check some options.

2. Turn on Logging (and Event Logging)

  • Click the Options button (the gear at top right).
  • Under the General options, you should see a Logging section.
  • Check the “Turn on logging in Lync” and “Turn on Windows Event logging for Lync” if they aren’t already checked.
  • Logging helps pinpoint issues when troubleshooting. If issues come up later, that is.

3. Add a Picture

  • Under Options, click My Picture in the left-side menu.
  • Chances are you’re set to the faceless “Default corporate picture”. Click “Show a picture from a web address” to add your own.
  • Microsoft has provided instructions on how to prepare and add a picture to Lync.

4. Verify Your Phone Numbers are Accurate

  • Click Phones in the left-side menu.
  • You should see your phone numbers – work, mobile, home.
  • Uncheck the “Include in my contact card” box if you don’t want Lync users to see them.
  • If the numbers aren’t right, contact your network administrator. (Your information is pulled from Active Directory. If it’s inaccurate, it should be changed in AD.)

5. Set Call Forwarding

  • Still under Options, click Call Forwarding.
  • You’re probably set to “Turn off call forwarding”. This is fine; as you’ll note in the white settings box, unanswered calls should go to voice mail.
  • If you want calls to forward, click “Forward my calls to:” and select the number. Or contact.
  • If you want calls to ring your phone and another phone simultaneously, click “Simultaneously ring:” and select the number/contact.
  • One change I recommend is in the white settings box. Click the text beside “These settings will apply:”, and you’ll see a window with two options. “All the Time” and “During work hours only as specified in Outlook”. Select “During work hours” and click OK.

Click OK to close the Options window. We’re done there. Now let’s play with Lync a little.

6. Make a Test Call

Just right-click any contact you have and select “Call”. (Make sure they’re not Busy first!)

7. Verify Lync Add-ons Work

Here’s a bonus you might not have heard about. Lync 2010 installs two add-ons for Internet Explorer (8 and up recommended). These add-ons make it possible to Click-to-Call.

What’s Click-to-Call? Open up Internet Explorer and you’ll see. Go to any website that lists a phone number on the homepage.

See the phone icon beside it? That’s Click-to-Call. You click that icon, and Lync calls the number for you!

Test this with any number you want. It works just like calling a contact in Lync. (NOTE: The Lync add-on only works in Internet Explorer.)

8. Set Presence Status

  • Back in the Lync client window, click the Personal Note area up top (above your picture).
  • Type in a short message on what you’re doing. For instance, “Working on the Fisherman Project”.
  • Below your name you should see “Available”. Click on it; you’ll see a menu drop down. Click “Busy” to change your Presence.
  • Below that you’ll see a field labeled “Set Your Location”. Click it. Type in your location (at your desk, at the office, on-site with a client, etc.).

And now, you’re ready to start using Lync 2010!

Are you a new Lync user? What else would you like to know about the client?

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