Accept an IM request. Set or change your presence. Click anywhere on the picture display area of the IM request pane.

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1 Accept an IM request Click anywhere on the picture display area of the IM request pane. Set or change your presence Presence lets other people see at a glance whether you and your contacts are currently available. Presence statuses and their meanings are as follows: To change your presence, in the Lync main window, click the arrow next to your status, and then select a status from the list, such as Do Not Disturb

2 Check your audio device Before using Lync to make a call or join a conference, set up your audio device and check the quality. You can use your computer s mic and speakers, or plug in a headset. 1. Click Select Your Primary Device in the lower-left corner of Lync. 2. Click Audio Device Settings. 3. Click the menu under Select the device you want to use for audio calls. 4. If you have more than one audio device, pick the one you prefer. 5. Under Customize your device, drag the slider to adjust the speakers and microphone. Click the green arrow next to the speaker to hear a sample tone. Adjust and test your microphone. The blue indicator helps you choose the appropriate level. If you have a handset, or desk phone, pick up the receiver and speak into it. If you have a headset, speak into the microphone.

3 Find and add a contact In Lync, contacts are the online identities of the people you interact with most often. They re a key part of the Lync experience. One of the first things you ll want to do as you begin using Lync is to start building a list of contacts. 1. In the search field on the Lync main window, type the name, address, or phone number of the person you want to add. 2. When the Contacts list appears, point at the picture (or picture display area) of the person, and click More Options. 3. Point to Add to Contact List and select a group for your new contact to belong to. Send an instant message (IM) To start an IM conversation: 1. Locate the person you want to send an IM to, either through search or your Contacts list. Then do any one of the following: Double-click anywhere on their contact listing. Right-click their listing and click Send an IM. Pause on their picture in the Contacts list, and click the IM button on the Quick Lync menu.

4 2. Type your message in the text field at bottom of the window. 3. (Optional) To add special content or customize the appearance of your message, you can: Send a file or a picture by doing one of the following: Drag-and-drop the file or picture from your computer into the message window or text input area. Copy and paste the file or picture from any Office program into the message window or text input area. Press PrtScn on your keyboard to capture an image directly from your screen, then paste it into the message window or text input area. Note Your sent message will show a small representation of the added file or picture. To open the file or see the picture at full size, the recipient clicks Save or Copy and transfer the file to their machine. Copy and paste links from other Microsoft Office products directly into the IM area. (Be sure to use the full URL of the location you re linking to.) Click the font icon to change the font style, size, emphasis, or color of your text. Click the emoticon icon to see and choose from a selection of emoticons to add to your IM. Click the priority icon to mark your IM as high-importance. 4. Press Enter to send your IM.

5 Start a group IM conversation Start a group instant messaging (IM) conversation by selecting multiple contacts or a contact group from your Contact List. You can also turn a single IM conversation into a group conversation. 1. Hold down the Ctrl key, and click each contact that you want to invite. 2. Right- click the selection, and then click Send an IM. 3. Type your message and then press Enter. 4. To add audio, click the Phone button. 5. To add video, click the Camera button. 6. If you re in a single IM session and want to add more people, pause on the People icon, and select Invite more people. Share your desktop or a program Lync lets you share information on your computer in a couple of ways: Desktop sharing when you need to switch between programs or work on documents from different programs. Program sharing when you need to present specific programs or documents but don t want people to see anything else on your desktop. 1. Pause on the presentation (monitor) button > Present tab.

6 Then do one of the following: Double-click Desktop to share the content on your desktop. Click Program, and select the specific programs or documents you want to share. 2. Your Lync status now changes to Presenting, and you won t receive instant messages or calls. 3. Use the sharing toolbar at the top of the screen to stop sharing, or give control to participants. Give control of your sharing session to other people You can let other people control your sharing session, contribute information, change a document, or demonstrate an application. 1. On the sharing bar at the top of the screen, click Give Control. Click the name of a person under Attendees to give them access, or click Give Control Automatically, to automatically give access to anyone who requests control of your desktop.

7 Take back control of a sharing session 1. To take back control of your desktop or program, click Give Control again. 2. If Give Control Automatically is selected, click it to clear. To take back control from a person, click Take Back Control. Join a Lync Meeting 1. In the meeting request, click Join Lync Meeting or click Join Online in the meeting reminder. 2. On the Join Meeting Audio window, select one of the options: Use Lync (full audio and video experience) You can use computer audio and video with your computer s built-in devices, or a headset and camera. Call me at: Lync calls you at a number you provide. Don t join audio Select this if you prefer to call in to the meeting audio with a phone. Use the conference numbers and ID in the invitation to dial in. Schedule a Lync Meeting You can simply schedule an Lync Meeting by using the Outlook add- in for Lync. 1. Open your Outlook calendar and on the Home tab, click New Lync Meeting. 2. In the meeting request, add recipients, a subject, agenda, and date/time. The meeting request contains the meeting link and audio information that the participant can use to join the meeting or conference call.

8 Set meeting options You can customize your meeting options to fit your requirements, meeting type, and the participants. For example, customize access, presenters, video sharing permissions, and so on. In the meeting request, click Meeting Options, then click A new meeting space (I control permissions). To control meeting access, select an option under These people don t have to wait in the lobby. To choose presenters, select an option under Who s a presenter? To mute all attendees and prevent them from sharing video, use the options under Do you want to limit participation? Manage participants 1. Pause on the people icon to manage participants individually or as a group. 2. Under the Participants tab, right- click a person s name and use the options to mute, unmute, remove, etc. 3. Click the Actions tab, then: Invite More People to add participants. Mute Audience to eliminate background noise. No Meeting IM to turn off IM No Attendees Video to block attendees from starting their video. Hide Names to hide the names on the pictures. Everyone an Attendee if you have too many presenters. Invite by to send invitations to additional people.