USER GUIDE. Lync Standard. Contents. This guide will take you through the step by step features of Lync Standard. 1. Starting Lync

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1 USER GUIDE Lync Standard This guide will take you through the step by step features of Lync Standard. Contents 1. Starting Lync 2. Connecting With People 3. Finding The Right Person 4. Your Location 5. Instant Messaging 6. Voice 7. Sharing Applications 8. Online Meeting 9. Lync Settings 10. Cascade Your Online Management Portal 1

2 1. Starting Lync Signing Into Lync To sign into Lync you need to enter the address and password provided to you by the Solutions Management Team. Next click on the box entitled Sign In To save you entering your password each time click Save My Password

3 Home Screen Once your Lync has signed in, this the first screen that will appear. This is the Home Screen. From here you can action many of the features of Lync.

4 2. Connecting With People Adding a contact Now you can start adding users to form a contact list. These can be many different groups of people such as work colleagues, customers, suppliers. Click To Add Add A Contact Icon

5 Favorite Contacts This feature enables you to have a list of your favorite contacts listed at the top of your contacts list. This makes communication easily accessible to with people you contact on a regular basis.

6 View Contacts By Sorting Your contacts can be sorted four different ways, which provides the layout list that best suits you. You have the option to sort your contacts by: Groups Status Relationship New to Old

7 Create a Group Creating groups gives you the option to personalise your contacts list. You can personalize your contacts by creating groups from your company or even relatives. You can create as many groups as you wish and name each individual one.

8 Customise your Contacts You can customise your contacts further through the settings menu providing different ways to order your contact lists.

9 Displaying Your Contacts The images below reflect the different ways to order your contacts. You can order these by picture view or with less detail which just shows their online availability. Having the option to just display the contact name is useful as it saves space and means you have viability of more contacts at one time on your display. Picking your Contact Preferences A different way to alter your contact preferences is through your Lync Options > Contact List

10 Action Bar For Multimodal Communication The action bar gives you the option to implement many functions for that user such as: Start a IM Make a Lync Call Make a Video Call See the Contact Card

11 3. Finding The Right Person My Picture The user has the option to personalise their Lync by having their own picture next to their contact name. Users can choose to add a picture if they wish but it is not mandatory.

12 Presence Presence shows your availability to your contacts on Lync. It you gives the flexibility for others users to know whether it s appropriate to contact you at that moment in time. Setting your presence to Do Not Disturb will prevent other users contacting you. Tag For Status Change Tagging a user for a status change means you carry on with your work and as soon as the status of that user changes you will be notified.

13 The Hover Experience Hovering over the picture of the user you wish to communicate with brings up a number of contact options. You can click to: Call IM Video Contact Card

14 Search By Name / Keyword You have different options of how to search for a user: Name Department Company Type this information into the search bar to find your contact.

15 Contact Card Your contact card shows all the information that another user would need: Address IM Address Work Number Mobile Number

16 4. Your Location Set Your Location You can set your location to where you are working from. Lync saves these locations so you can just select the location again if need be. This is very useful for people that work in different locations or travel with work. Adding A Personal Note You can add a personal note to your Lync profile. This can be whatever you like, whether that s a status, message, quotation or simply a location.

17 5. Instant Messaging Starting An IM IM provides you with the capability to message any of your contacts instantly. Sending an Instant Message is a quick and easy way to communicate with other contacts. Adding To Your IM You can personalise each of your IM conversation s to suit you and your user. Coloured Text You can change your text colour for each conversation you have.

18 Emoticons You can add emoticons to your IM. This can be used to enhance your conversations or sometimes is appropriate instead of words. High Importance High importance signifies to the user you are sending an IM that is important and urgent conversation that needs to take place.

19 Picking A Layout You have the option to have your instant message displayed in two different views. Presentation View Compact View This can be changed to suit each IM you make. Compact View This is the image and size of a compact IM view

20 Presentation View This is the image and size of a presentation IM view

21 Accepting Audio In A IM You have the option to instantly add audio to an instant message conversation. You can initiate audio to a IM by simply clicking on the phone symbol in the IM box Or Participate in an audio conversation by Accepting the Call Multiple IM Conversations Lync 2013 provides the option to have multiple conversations listed along one side of a single IM. This makes it very easily accessible for you the user to flick between several conversations.

22 Conversation History This logs and saves every instant messaging conversation that you have made. This feature is very useful as you can refer back to conversations that happened over previous days.

23 6. Voice Make A Lync Call You have the ability to call other users over Lync. Click To Call Over Lync This is a very quick way to have an audio conversation with another user, simply by one click.

24 Answering A Lync Call Answering a call is made simple by one click and an audio conversation immediately starts.

25 7. Sharing Applications Accepting and Participating In Sharing Desktop Sharing You accept and see other users that share their screen. This is a great aid in communicating what they are discussing. You can also accept control of a desktop if another users wish to grant you control. This will give you full control of their desktop.

26 Program Sharing Another user will be able to select and share a specific program with you. The user might choose to do this instead of sharing their whole desktop. View A PowerPoint You will be able to view a PowerPoint presentation that another user presents to you.

27 Participate In A Poll You can participate in a polls with other users simply by accepting the request. Participate In A Whiteboard Participate in a whiteboard with a another user. This gives the opportunity for everyone to interact on a session. This includes, drawing pictures, writing texts inserting images.

28 Accept Others To Share Attachments / Files With You Your users can share a file with you If you accept the file it will be transferred directly over to your Lync.

29 8. Online Meeting Sending An Invitation You can send a meeting invitation to anyone with an address.

30 Joining The Meeting You can either join the meeting through Lync or you can dial into the meeting. Selecting Meeting Audio You have different audio options to join the meeting.

31 Meeting View and Participants When joining your meeting this is the interface you see. It lists your participants on the left and contact picture on the right. The person who is talking image will the larger image on the page. Meeting Information This provides all the information about the meeting taking place.

32 9. Lync Settings Customise Your Settings You have many areas that you can customise to suit how you use Lync. The Lync Options lists all preferences to personalise your Lync.

33 10. Cascade Your Online Management Portal Cascade is an online portal where you can change your password. Login Details The is the page you will need to enter your details to be able to log into the portal. Security Questions You have to compete security questions. This will only apply the first time you log onto the portal.

34 Home Page Once logged in this is the page that you will see. This is the home page of cascade. Change Your Password You can change your password to something you find easier to remember. Simply follow the steps below and click submit