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Pleasant work,

Hareli Dudaei

Microsoft Architect

Please visit my blog: http://blogs.microsoft.co.il/blogs/unified/

Please visit TechNet forum: http://social.technet.microsoft.com/Forums/he-IL/lyncil/threads

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Table of Contents

Prerequisites ........................................................................................................................................ 3

Certification .......................................................................................................................................... 3

Introduction to Lync 2013 Client ........................................................................................................... 6

Interface............................................................................................................................................... 7

Status .................................................................................................................................................. 9

Contacts ............................................................................................................................................. 10

Contacts permissions .......................................................................................................................... 13

Conversation History .......................................................................................................................... 14

Conversations,.................................................................................................................................... 15

Content Share .................................................................................................................................... 16

Conversation with group ..................................................................................................................... 18

Video calls .......................................................................................................................................... 20

Tag contact for status change alerts ................................................................................................... 21

Online Meeting ................................................................................................................................... 23

Useful Lync Client Shortcuts ............................................................................................................... 27

General (any window) ......................................................................................................................... 27

General (any window) ................................................................................................................... 27

Lync main window ........................................................................................................................ 27

Contacts list................................................................................................................................... 28

Contact card .................................................................................................................................. 28

Conversation window ................................................................................................................... 29

Call controls (in the Conversation window) ................................................................................. 30

Video (Conversation window) ...................................................................................................... 30

IM (Conversation window) ........................................................................................................... 30

Conversation or meeting stage .................................................................................................... 31

Conversation environment ........................................................................................................... 32

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PPT sharing: Legacy PPT viewer ................................................................................................... 32

Tabbed conversations ................................................................................................................... 33

Persistent chat............................................................................................................................... 33

PREREQUISITES

Workstation that is not member in the domain must install domain root certificate to the trust root

in the local computer.

Tester will use only the client that Lab Support will provide.

CERTIFICATION

How need to install certificate?

Non Domain member workstation / Standalone computer

Computer that member in another Domain

How to install?

First you need to ask from the Lab Support the certificate to the right domain, after that you get the

certificate you need to do this:

Double click on the certificate file

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INTRODUCTION TO LYNC 2013 CLIENT

Lync appears in several places,

1. Start button -> Programs -> Microsoft Office -> Microsoft Lync

2. In windows 8

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2. In the Desktop, Next to the clock on the left below

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INTERFACE

Click him get the user environment and capabilities.

Welcome to the world of Unified Communications

Picture Presence Status Name Location

Multiple Language client

Live Messenger contact

Activity feed

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What we have in the client interface?

Environment by default displays with pictures, we can change by configure in the Lync options,

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STATUS

What is my status?

The lync system takes the client status from the outlook & the computer status

So if I did not touch the computer a few minutes he would write "not available" or "Away" and how long, if

I'm meeting my status will be "in a meeting".

I can set my status by myself, by Click the arrow next to my status.

The status is also defined by colors.

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Also in Emails we can see the status of our contacts,

We can see the contact name and next to it his status by color.

CONTACTS

Find contacts

Just type the name or email address (Full email address for federate users (External Networks)) in the

search line under the Activity feed,

We will get list of names,

Hover contact picture we will get Communication abilities.

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In right click we will get several options,

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What we have?

Add contact to one of your contact group depend by his agreement to your wish.

If the contact is already exist we will get deferent options

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CONTACTS PERMISSIONS

We can set a permission level to a contact,

After we added contact the system will send a friend request to the contact where it will set the

permission level for you, (in the contact side).

Of course, if someone adds you as a contact the system will send a request to you, and you will choose

the group and permission level for the contact request.

.

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CONVERSATION HISTORY

We have the conversations history by default in 2 locations, one in outlook under Conversation History

folder, second in the Lync client under conversations.

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CONVERSATIONS,

Double click on the contact, a new windows be will open, the conversation windows.

In this window we can make:

IM, as Instant message

Place a call (voice)

Make a video call

Start to share (monitor, Programs, PowerPoint presentations and more)

We can change the conversation type by clicking the type of conversation, we will not disconnect from

the conversation, just will change the type.

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We can add contact to the conversation by drag the contact to the conversation.

CONTENT SHARE

Share Monitor, file or doc,

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Also from outlook or Document

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CONVERSATION WITH GROUP

Right click on the group we will get list of options

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I chose to demo "Send an instant message", we get a window with the names of the group and instant

message capabilities, and of course you can do all the capabilities and additional capabilities in

transitions to correspondence

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VIDEO CALLS

We can see that we can use IM in the video call.

(Lync 2013-Very important, when we answer a video call we must start our video)

When the video is more than 3 Participants, you can choose the layout.

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TAG CONTACT FOR STATUS CHANGE ALERTS

Right click on the contact, and click on "Tag for status change Alerts"

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In every change in contact status we will get windows that write us what is the new status.

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ONLINE MEETING

Outlook -> Calendar -> chose date and time like normal meeting and click on "New Lync Meeting", on

the toolbar.

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The meeting will look like this (with sharing)

Get in meeting

First one…

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Meeting in the CX7000

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USEFUL LYNC CLIENT SHORTCUTS

GENERAL (ANY WINDOW)

General (any window)

Use the following keyboard a shortcut no matter which window has focus.

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

Windows logo key+A Accept an incoming invite notification.

Windows logo key+ESC Decline an invite notification.

Windows logo key+Y Open the main window and put focus in the search box.

CTRL+SHIFT+SPACEBAR Put focus on the application sharing toolbar.

CTRL+ALT+SPACEBAR Take back control when sharing your screen.

CTRL+SHIFT+S Stop sharing your screen.

Lync main window

Use these keyboard shortcuts when the Lync main window is in the foreground.

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

CTRL+1 Move to the Contacts list tab.

CTRL+2 Move to the persistent chat tab.

CTRL+3 Move to the Conversation list tab.

CTRL+4 Move to the Phone tab.

CTRL+1 or CTRL+SHIFT+1 As a delegate, transfer a call to someone else’s work number.

ALT+SPACEBAR Open the System menu.

ALT+F Open the File menu.

ALT+M Start Meet Now.

ALT+T Open the Tools menu.

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ALT+H Open the Help menu.

TAB Move through the user interface (UI) in order.

SHIFT+TAB Move through the user interface in reverse order.

Contacts list

Use these keyboard shortcuts while in the Contacts list.

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

DELETE Delete the selected custom group or contact.

ALT+UP ARROW Move the selected group up.

ALT+DOWN ARROW Move the selected group down.

ALT+ENTER On the shortcuts menu: Open the selected contact or group contacts card.

CTRL+C On shortcuts menu: Copy.

SPACEBAR Collapse or expand the selected group.

SHIFT+DELETE Remove the selected contact from the Contacts list (non-distribution-group members only).

SHIFT+TAB Move through the user interface (UI) in reverse order.

Contact card

Use these keyboard shortcuts while in a contact card. Use ALT+ENTER to open a contact card.

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

ESC Close the contact card.

CTRL+TAB Move through the tabs at the bottom of the contact card.

CTRL+SHIFT+TAB Move through the tabs at the bottom of the contact card in reverse order.

CTRL+ENTER Call the default number.

RIGHT ARROW Move across the IM, Call, Video, and Share icons, when the contact card is minimized.

LEFT ARROW Move back across the IM, Call, Video, and Share icons, when the contact card is minimized.

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Conversation window

Use these keyboard shortcuts while in the Conversation window.

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

F1 Open the Help home page (on the Help menu).

ESC Exit full-screen view if present. Otherwise, the Conversation window closes only if there is no audio, video, or sharing occurring.

Windows logo key+F4 Self-mute/unmute audio.

Windows logo key+F5 Turn my Camera On/Turn my Camera Off when video is already established in the call.

ALT+C Accept any of the invite notifications. These include audio, video, call, and sharing requests.

ALT+F4 Close the Conversation window.

ALT+l Ignore any invite notifications. These include audio, video, call, and sharing requests.

ALT+R Rejoin audio in a meeting.

ALT+S Open the Save As dialog box for a file that has been sent in the Conversation window.

ALT+V Invite a contact to an existing conversation.

CTRL+S Save the contents of IM history. Works for person-to -person conversations.

CRTL+M Pause or resume video (only if already in progress).

CTRL+W Show or hide the instant message area.

CTRL+F Send a file, or in the context of a conference, add a meeting attachment.

CTRL+N Take your own notes by using Microsoft OneNote note-taking program. Starts OneNote.

CTRL+R Show or hide the participant list.

CTRL+SHIFT+ENTER Add video/end video.

CTRL+SHIFT+H Hold or resume an ongoing audio conversation.

CTRL+SHIFT+I Mark a conversation as having high importance. Works for person-to-person conversations, but isn’t available for meetings.

CTRL+SHIFT+Y Show or hide the left area when the sharing stage is visible.

CTRL+SHIFT+P Switch to compact view.

CTRL+SHIFT+K Switch to content-only view.

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CTRL+ENTER Add audio/end audio.

UP ARROW When on a mode button, opens the corresponding callout.

SPACEBAR When focus is on a mode button, a default action is taken. So for audio, mute or unmute occurs, whereas for video, it starts or stops the camera.

ESC Dismiss or hide open callout or bubble that has keyboard focus.

Call controls (in the Conversation window)

Use these keyboard shortcuts in the call controls while in a peer-to-peer call. This doesn’t work in a conference call.

PRESS THIS KEYBOARD SHORTCUT

TO DO THIS

ALT+Q End a call.

CTRL+SHIFT+T Transfer: Open the contact picker during a peer-to-peer call.

CTRL+SHIFT+H Put a call on hold.

CTRL+SHIFT+D Display the dial pad.

Video (Conversation window)

Use these keyboard shortcuts when you’re working with video in the Conversation window.

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

F5 View video in full screen. If the stage area is visible in the Conversation window, F5 will not take full-screen video full.

ESC Exit full-screen video.

CTRL+SHIFT+O Pop out Gallery; Pop in Gallery.

CTRL+SHIFT+L Lock your video for everyone in the meeting.

IM (Conversation window)

Use these keyboard shortcuts when you’re in an IM with someone.

PRESS THIS KEY OR TO DO THIS

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KEYBOARD SHORTCUT

F1 Open Help.

F12 Save the IM conversation.

SHIFT+ENTER Add carriage returns.

SHIFT+INSERT or SHIFT+V Paste.

CTRL+]CTRL+A Select all content.

CTRL+B Make the selected text bold.

CTRL+C Copy the selected text.

CTRL+X Cut the selected text.

CTRL+l Italicize the selected text.

CTRL+U Underline the selected text.

CTRL+Y Redo the last action.

CTRL+Z Undo the last action.

CTRL+SHIFT+F Change the color of the font. (Only changes color for what you type, not for what the other person types.)

CTRL+SHIFT+B Search for the item that was used to start the conversation.

ALT+P Open a file that’s been received.

Conversation or meeting stage

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

F5 View the Conversation window meeting stage in full screen.

ESC Exit full screen if present.

ALT+T Stop sharing.

CTRL+SHIFT+S Stop sharing your desktop or program. This doesn’t stop the sharing of a PowerPoint presentation, whiteboard, or being able to do a poll.

CTRL+SHIFT+E Open Content Bin.

CTRL+SHIFT+Y Open or close a pane, such as the LEFT pane of a Meeting window, which contains items such as the roster and IM area.

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CTRL+SHIFT+A Force pending L1 alert into view in full screen.

CTRL+SHIFT+J Switch to speaker view.

CTRL+SHIFT+M Set focus on the first button in the modality bar (IM).

CTRL+SHIFT+l Switch to gallery view.

CTRL+SHIFT+SPACEBAR Put focus on the sharing bar.

CTRL+SHIFT+RIGHT ARROW

or

CTRL+SHIFT+LEFT ARROW

(Remote Desktop Protocol (RDP)) Tab out of the sharing region in a forward direction and/or tab out of the sharing region in a backward direction.

CTRL+ALT+SPACEBAR Take back control when sharing a desktop or an application.

Conversation environment

The keyboard shortcuts for the Conversation environment are the same as for Contacts list.

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

DELETE Delete the selected customer group or contact.

ALT+UP ARROW Move the selected group up.

ALT+DOWN ARROW Move the selected group down.

ALT+ENTER On the shortcuts menu: Open the selected contact or group contacts card.

CTRL+C On the shortcuts menu: Copy.

SPACEBAR Collapse or expand the selected group.

SHIFT+DELETE Remove the selected contact from the contact list (non-distribution group members only).

SHIFT+TAB Move through the user interface (UI) in reverse order.

PPT sharing: Legacy PPT viewer

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

TAB When the content space is in focus, TAB through the controls for PPT sharing (Prev arrow, Next arrow, Thumbnails, and Notes).

RIGHT ARROW When focus is on content area, move to the next click, or slide, if no click for animation is on the current slide.

LEFT or RIGHT ARROW When the thumbnail area is in focus, move focus to the previous or next thumbnail without changing the active slide.

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LEFT ARROW When focus is on content area, move to the previous click, or slide if no click for animation is on the current slide.

HOME When thumbnail area is in focus, set the focus on the first slide thumbnail without changing the active slide.

ENTER Select the control in focus or thumbnails if thumbnail strip has focus and select (change in active slide).

END When the thumbnail area is in focus, set the focus on the last slide thumbnail without changing the active slide.

Tabbed conversations

PRESS THIS KEY OR KEYBOARD SHORTCUT

TO DO THIS

ALT+SPACEBAR Open tab window’s system menu.

CTRL+TAB Switch to the next tab (continuously loop through all tabs).

CTRL+1,2…9 Switch to a specific tab number and put keyboard focus in that conversation. CTRL+1.

CTRL+O Undock/dock the selected conversation from/to the tab window.

Persistent chat

Keyboard shortcuts for persistent chat work across the board

PRESS THIS KEYBOARD SHORTCUT TO DO THIS

CTRL+SHIFT+G Get additional chat history in persistent chat room window.