Introducing Lync/Online Meeting

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Introducing Lync/Online Meeting. Lync: Getting Started. Log off of your computer Log on as yourself Open Lync Find an out-of-workgroup contact (example: last name “ Snow ”). Address book loads. Lync: Getting Started. Team 1 Team 2. Identify teams and partners. Lync: Handout. - PowerPoint PPT Presentation

Transcript of Introducing Lync/Online Meeting

Introducing Lync/Online Meeting

Log off of your computer

Log on as yourself

Open Lync

Find an out-of-workgroup contact (example: last name “Snow”).

Address book loads

Lync: Getting Started

Team 1

Team 2

Lync: Getting Started

Identify teams and partners

Logoff and On

PC Instructional

Lync: Handout

What is Lync?

Resources

How to Install Lync

Scheduled Meetings

(Demo)

Create Scheduled Meetings

Create Recurring Meetings

Attend Scheduled Meetings Attend Meetings Outside of the

Network

Lync: Outline

Instant Messaging

(Interactive)

Presence Status

Instant Messaging

Creating IM Groups Instant Messaging more than one

person

“Meet Now” Meetings (interactive)

Share Your Desktop

Impromptu/unscheduled

Meetings

Meeting Tools

Flexibility

More than one presenter at a time

Instant, unscheduled meetings

Security

WebEx: Cloud

Lync: Beaumont Network

Cost-Effective

Easy-to-Use

Lync: Why Use Lync?

IM stands for Instant Messaging

There is usually more than one way to do something in Lync

Hovering over a button or function opens a descriptor

Lync: Tips

WHAT IS LYNC?

RESOURCES

Lync: Resources

Inside Beaumont Online Tools

Information Technology

Infrastructure Team

Builds and develops tool parameters Provides the Education Team with direction for work flows and

functionality

Help Desk: Lync Issues / Dannielle Watson: 248.597.2727

Education Team:

Melissa Chittick

Vicki Beekhuis

Lync: Resources

Hardware

Jabra products for Lync are available for purchase through Oracle

DOWNLOAD & INSTALL LYNC

Lync: Download & Install

First!!

Check if Lync is available on your taskbar

Lync: Download & Install

Next!!

Check if you have Lync installed on your computer

Lync: Download & Install

If you don’t have Lync Installed on your computer, download it from Inside Beaumont Online

Lync: Download & Install

Download Lync from Inside Beaumont Online

Follow the Instruction

s

SCHEDULING ONLINE MEETINGS

Lync: Scheduled Meetings

Outlook Full Client is required to schedule an online meeting

Start by opening a new meeting in Outlook Full Client

Lync: Scheduled MeetingsClick

Online Meetin

g

Lync: Scheduled Meetings

The meeting information

and link populates the body of the e-

mail

Lync: Scheduled Meetings

Complete fields as

you would a normal meeting

You won’t need a

location!

Lync: Scheduled Meetings

Click Meetin

g Options

Lync: Scheduled Meetings

Access and

Presenters

Check the box

to activate

the options

Checking this box ensures your meeting always has a new “room”

Option 1: schedule it from their calendar (delegate access)!!!

Lync: Scheduled Meeting

CAUTION!! If you are scheduling a meeting for

someone else:

Call or e-mail The Help Desk for “Delegate

Access”

Option 2: check the Customize box

Lync: Scheduled Meetings

Define security access

Identify the

Presenters

Lync: Scheduled Meetings

Identify others who can serve as presenters and run your

meeting

Lync: Scheduled Meetings

Remember your settings

Lync: Scheduled Meetings

Audio and

Phone settings

Audio Announceme

nts

Lync: Scheduled Meetings

Click OK

Lync: Scheduled Meetings

Click Send when all fields are complete

SCHEDULING RECURRING MEETINGS

Lync: Recurring Meetings

Create an Online

Meeting

Complete the Subject and

Address fields

Complete the Recurring Meeting

fields

Click Send

What do I do with my existing Webex meetings???

Edit the existing WebEx meeting in Outlook Full Client (Delete Webex Information)

Follow the Recurring Meeting instructions for Lync Online Meeting

Send the Update

Lync: Recurring Meetings

Lync: Recurring Meetings

If you edit a meeting, be sure not to change the Start date

CAUTION!!

ATTENDING AN ONLINE MEETING INSIDE THE BEAUMONT NETWORK

Lync: Attending Online Beaumont Meetings

Find your meeting on

the calendar

and open it

You can also join by phone, although we

encourage you to use your computer

Lync: Attending Online Beaumont Meetings

Click to join the meeting

The number defaults to your office phone; but you can change the phone number!

Select your

audio/video

preference

Be sure you have computer audio!!!

This allows you to talk and watch

through your computer

This will call your desk telephone

Recommended if no audio is

desired or if you are calling

in

Lync: Attending Online Beaumont Meetings

No Audio or Mic???

Call The Help Desk

Lync: Attending Online Beaumont Meetings

Note: If you are the meeting

organizer, you may need to

admit attendees who are waiting in

the lobby

ATTENDING A MEETING OUTSIDE THE BEAUMONT NETWORK

Lync: Attend through a Non-Beaumont Network

Click Join Online

Meeting

Open the online

meeting event in your calendar or e-

mail

Lync: Attend through a Non-Beaumont Network

If you don’t have

Silverlight, you will be

prompted to download it

Lync: Attend through a Non-Beaumont Network

If you are a Beaumont Employee,

check this box

Lync: Attend through a Non-Beaumont Network

Complete the fields using

your Beaumont

user name and password

Don’t use your e.mail address in the User

Name field

Click Join Meeting

Be sure to start the User Name with a

Domain: mswbh\

Lync: Attend through a Non-Beaumont Network

You can also join as a guest.

When to join as guest:

•If you don’t remember your Beaumont

credentials

•If you are not a Beaumont employee

Lync: Attend through a Non-Beaumont Network

Click Join Meeting

Enter your name

Lync: Attend through a Non-Beaumont Network

Option #1, the

Conference will call you

Enter your telephone number.

Example:

13334442323

Lync: Attend through a Non-Beaumont Network

Option #2, Call the Dial-

in number

Enter the Conference

ID if prompted

Recommended if you are

calling from a cell phone

without computer

access

Lync: Attend through a Non-Beaumont Network

You may have to wait

until the presenter

admits you

Lync: Attending Online Meetings TIPS:

If you are remoting into your PC at work, use your phone for audio

Pins:

Pin is the same as a host code in WebEx

Available if none of the presenters or attendees are using computer audio or “call me” function for their audio. In other words everyone is calling into the meeting.

Pins are available through The Help Desk/Dannielle Watson

Caution: Lost pins are irretrievable

FYI: Ignore all messages to use a pin!!!

The Help Desk

Lync: Attending Online Meetings TIPS:

If you are using a cell phone without a computer call: 248.577.5000 Enter the conference ID# Enter a Leader pin (if you have one)

If you are using a non-Beaumont phone, it is recommended that you select the option to have Lync call you

PRESENCE STATUS ON LYNC

Lync: Availability Status

Availability status is

visible here

Lync: Availability Status

You are online and available to

be contacted

You are busy and shouldn’t

be interrupted You don’t want to

be disturbed and will see

conversation alerts only if they are sent by your

Workgroup contacts

You are away briefly

and will return

shortly.You are not working and

are not available to

be contacted

Your computer has been idle for a period of time

INSTANT MESSAGINGThree Ways to Send an Instant Message

Lync: Instant Messaging Instant Message with a Double Click

Double click on the

contact Type your message and press ENTER

on your keyboard

PRACTICEIM with Double Click

Lync: Instant Messaging IM by Hovering

Hover your mouse over the contact

Click the IM button

Type your message and press ENTER

on your keyboard

PRACTICEIM with Hovering

Lync: Instant Messaging IM by Right Clicking

Right click the contact with your

mouseType your

message and press ENTER

on your keyboard

PRACTICEIM with Right Clicking

SETTING UP INSTANT MESSAGING GROUPS

Lync: IM Groups

Examplesof

Groups

Lync: IM Groups

Find a contact you want to add to a group

Right click on the contact

with your mouse

Click Add to

Contacts List

Select an existing group or

Create a new

group

You must type the contact name in the Search field

PRACTICECreate a new IM group

INSTANT MESSAGINGHow to Instant Message More than One Person at-a-time

Lync: IM More Than One Person At-A-Time

First, open the Instant Messaging window for one of your

contacts

Lync: IM More Than One Person At-A-Time

Click on the People Options button

Click Invite by Name or Phone Number

Find your contact(s

) and click on them

Click OK

Use CTRL & mouse click

to select more than

one contact

PRACTICEInstant Message your partner and the person sitting next to you

ADD MENU TOOLBAR Show

Menu Bar

ADD MENU TOOLBAR

DESKTOP SHARINGHow to Share Your Desktop with Someone Else

TEAM 1– Presenter

Lync: Share Your Desktop

Why Share Your Desktop?

Ability to view and even control another’s desktop while you talk with them on the phone

Just like Remote Access

Lync: Share Your Desktop

CAUTION!! When you share your desktop everyone

can see everything on your desktop

Lync: Share Your Desktop

Start an instant

message

Click Share

I would like to share my

desktop with my co-worker,

Lucas

Click Desktop

Lync: Share Your Desktop

Click JoinTo expand

the screen click here

I can see Melissa’s

desktop but I want to make

the screen bigger

Melissa wants to share her

desktop with me

Lync: Share Your Desktop

Perfect!!!

Lync: Share Your Desktop

Give Control

Giving Control to others

I can let Lucas take

control of my computer

Select the contact you want to give

control to

Lync: Share Your Desktop

Stop Sharin

g

To end the session, I click Stop Sharing

Presenters: Close Desktop Sharing

PRACTICE

TEAM 1 – Presenter

Presenter: Share Your Desktop

PRACTICE

TEAM 2 – Presenter

Presenter: Share Your Desktop

“MEET NOW” MEETINGHow to set-up an instant meeting

Lync: “Meet Now” Meetings

Put your headphones on!

TEAM 1 – PRESENTER

TEAM 2 - PARTICIPANT

Online Meeting: "Meet Now" Meetings

Click Meet Now

I would like to meet with

my co-worker Vicki right now!

Online Meeting: "Meet Now" Meetings

Click on People OptionsClick Use

Lync to connect to

your computer

You will need to wait!

Invite Function takes time to

load!!!

Online Meeting: "Meet Now" Meetings

Or… search for

your contact

and press Enter

You can also

search using a phone

number

Find your contact

and double click on them

Hold the CTRL key down to select

multiple contacts at

a time

When you are done, click OK

An alert will be sent to

each attendee

PRACTICEClose the meeting Stop

Sharing

PRACTICE

TEAM 1 – PRESENTERTEAM 2 - PARTICIPANT

Start a “Meet now” meeting with your partner and share your desktop

PRACTICE

TEAM 2 – PRESENTERTEAM 1 - PARTICIPANT

Start a “Meet now” meeting with your partner and share your desktop

MEETING TOOLS

TEAM 1 – PRESENTER. Start a “Meet Now” meeting

TEAM 2 - PARTICIPANT

Lync: Meeting Tools Sound Controls

Mute the microphone

Adjust the volume

Participant List

Lync: Meeting Tools

Show Participan

t List

Lync: Meeting Tools Participant List

Indicates permissions level of each participant

Presenter

Attendee

Lync: Meeting Tools Participant List

Icons provide status of Instant

Messaging, audio, and

video

Lync: Meeting Tools Participant

List

Right click on a

participant with your

mouse

MuteMake

Attendee or

PresenterRemove

Send an e.mail

messageSchedule a meeting

Lync: Meeting Tools

Record

PRACTICEPresenter: start recording your meeting

Presenters

Lync: Meeting Tools

Invite by e.mail

Mute the audience

Make everyone

an attendee

Play entry and exit

announcements Remove

everyone and end

the meeting

Lync: Meeting Tools

Presenters Share Desktop

Share Programs Run a PowerPoint

Presentation Share a

Whiteboard

Conduct a Poll

Give Control

Lync: Meeting Tools

Presenters Admit to Lobby

PRACTICEPresenters: Share a Word Program

Know Your Vegetables.docx

PRACTICEPresenters: Run a PowerPoint Presentation

How to Plant a Garden.pptx

PRACTICEPresenters: Share the whiteboard

PRACTICEPresenters: Conduct a Poll

Lync: Meeting Tools

TIPS: Attaching Files

Files can be uploaded prior to a meeting

Recurring meeting files are saved and carry over from meeting to meeting

Recurring meeting files are not visible to meeting delegates

Lync: Meeting Tools

TIPS: Security for Attachments

People from my company

(only)

People from my company

(only)

Lync: Meeting Tools

TIPS: Security for Attachments1 – Add the attachment

2

3

4

Lync: Meeting Tools

How to: attach files

Use Drag and Drop

Click the paperclip

PRACTICEPresenters: Add an attachment/file

Attachment.pdf

Lync: Meeting Tools Saving Files

Click the paperclip and save

PRACTICEParticipants: Save the attachment/file

Attachment.pdf

Lync: Meeting Tools

Presenters: Stop Recording

Lync: Meeting Tools

Save the recording Name your file

Best Practice: Publish your

file to a Network

Drive

Lync: Close the Meeting

Stop Sharin

g

To end the session, I click Stop Sharing

Presenters: Close the Meeting

TEAM 2 – PRESENTER. Start a “Meet Now” meeting

TEAM 1 - PARTICIPANT

PRACTICEPresenter: start recording your meeting

PRACTICEPresenters: Share a Word Program

Know Your Vegetables.docx

PRACTICEPresenters: Run a PowerPoint Presentation

How to Plant a Garden.pptx

PRACTICEPresenters: Share the whiteboard

PRACTICEPresenters: Conduct a Poll

PRACTICEPresenters: Add an attachment/file

Attachment.pdf

PRACTICEParticipants: Save the attachment/file

Attachment.pdf

Lync: Meeting Tools

Presenters: Stop Recording

Lync: Close the Meeting

Stop Sharin

g

To end the session, I click Stop Sharing

Presenters: Close the Meeting

MANAGE RECORDINGS

Lync: Meeting Tools

Manage Recordings

Lync: Meeting Tools

Manage Recordings

Lync: Meeting Tools

Manage Recordings

Lync: Meeting Tools

Manage Recordings

Files must be deleted from

both tabs

SIGN OUT

Lync: Sign OutClick Tools

Click Options

Lync: Sign Out

Click Personal

Delete your name

Click OK

Lync: Sign Out

Click File

Click Sign Out

Survey

Please complete a survey

“Instructor Evaluation”

Lync: Sign Out

Log Off

THANK YOU!