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?

8 Things to Do With a New Lync Client
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