Managing Contacts and Groups in Microsoft Lync Server 2010

 

This video will demonstrate how to manage your Contacts, Groups and Relationships within Microsoft Lync Server 2010 and work with Status and Activity Feeds. This video is part of a full training course called LYNC2010: Deploying Configuring and Administering Microsoft Lync Server 2010.

To help introduce Interface Video Training, the first 16 videos in this Lync course are available for free below. The entire Video Training Library is available for only $25 per month.

Instructor: Mike Pfeiffer, Microsoft MVP
Video Style: Screencast
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Video transcript:

How to manage Contacts and Groups in Microsoft Lync Server 2010

Before installing the Lync Server 2010 infrastructure and building the servers, it helps to experience Lync Server from a client’s perspective to understand how the software works. This video will demonstrate how to manage your Contacts, Groups and Relationships within Microsoft Lync Server 2010 and work with Status and Activity Feeds.

We’ve seen that when we’re in the Lync Client, initially we don’t have any contacts in All Contacts, but the contact I’ve messaged so far is shown as one of my Frequent Contacts.

That’s because Lync automatically adds the 10 users you contact the most to this Frequent Contacts group.

These Frequent Contacts are displayed in an order that’s based on modality. For example, someone I call on a regular basis will be higher on that list than someone that I communicate with by Instant Message.

In this organization, I only have one other user that’s Lync-enabled. I’ve been doing audio calls with her all day, so she’s showing up there by default. I can come in here, right-click and do some things like Remove from Group. If I don’t want her in there, I could remove her.

Or, if she was never in there to being with, I could go into search, type “d” and when she comes up, I can right-click and pin her to a specific group, Frequent Contacts or Add to Contacts List.

In this case, I’ll put her in the list, All Contacts. If you’re looking for ways to get people on your list, this would be one way to do that. When you’re logged in to Lync, and your boss needs to be on this list, you can search and then add your boss to All Contacts.

If you hover over the Contact itself and get the Contact card and hit the drop-down, you’ll see the phone number.

Lync Server pulled that out of Active Directory. Lync is doing some things for you, checking the information out of Exchange and AD and populating your Contacts information that way. This gives you a better idea of whether the user’s phone number is out there, is the user in your time zone and that kind of thing.

If you come up to the Contact action list, hit the drop-down arrow, you can see an option to look at the Outlook Properties

As long as you’ve got Exchange, you can see if that pops up the Contact card. There’s the user’s address and all that good stuff.

If you look back over in the Client, you can organize these guys by Status (Online, Away, Unavailable or Unknown).  

All Contacts that are Online will be grouped together, and they’ll be grouped together if they’re Away, Unavailable or Unknown. It’s pretty self-explanatory. That may give you a better way of searching through your Contacts once you’ve added them.

You can also view them by Relationship. Right now, Desiree is in my Colleagues, but I could add her to my Friends and Family, Workgroup or even Blocked

The relationship determines whether they can see my Presence and how they communicate with me.

For example, if I were to add a Contact to the Friends and Family group, as a user, I would have the option to share all my Contact information with them, except for my meeting details. If I’m in a meeting, and I’m busy, they won’t be able to see where that is, the title of the meeting and that kind of thing.

If it’s a Workgroup relationship, that would share all my Contact information, except for my home and other phone numbers, not my personal details.

External Contacts includes federated users, which we’ll look at further on. Those will automatically show up in the External Contacts relationship. All you’ll share with them by default are name, title, email address and company information. There are also other policies on the server side that determine how that information is given back to those users.

The Blocked Contacts relationship is pretty straightforward. You must manually assign people to the Blocked Contacts relationship. That would be somebody that cannot contact you through Lync at all. They can’t see your Presence. They can’t see you in IM or anything like that.

Also, another feature to be aware of is a nice addition to Lync, My Activities.  It’s a social networking aspect that lets you share information with your Contacts in Lync.

You can see I’ve set a picture up for myself earlier today, and My Activities shows that as an activity. Desiree, for example, may come in and ask her Contacts, “What’s happening today?” In my case, I could say, “I’m filming a video,” and dump that into My Activities. Another user that has me on their Contacts list can click on the Activity Feeds icon and see that.

You can update that information here, kind of like setting your status, almost like a Twitter or Facebook update. People who have you as a Contact will see that information in here.

That’s a high-level look at how to manage your Contacts. Further on, we’ll look at how to backup and restore your Contacts. Keep in mind; they’re something you need to manage on an individual user basis. When you log in to Lync, you won’t see everybody in the environment that’s been Lync-enabled.

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Posted in Lync Server | Posted in , , , , , , , | 1 Comment

Your Feedback: (One Response)

  • Kathi says:

    if i delete a contact, will they be notified that i've deleted them?

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