Send and Receive Instant Messages – Lync Server 2010 online Video Training


In this video, you will learn how Lync 2010 instant messaging features are used, search for users in an organization who are Lync enabled and get their Presence status.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
View the entire Lync Server 2010 Course

Microsoft Lync Server 2010 online video training Interface Technical Training

Video transcript:

Sending and Receiving Instant Messages 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 and understand how the software works. This video will demonstrate sending an instant message in Microsoft Lync Server 2010, using the Presence feature and working with the available Lync modalities.

Let’s start by sending an instant message with the Lync 2010 client.

I’m already signed into a Windows 7 machine, and I’m signed in as user name Barbara Lynn. I’ve got Lync client installed, and the Lync server infrastructure is built out.

I’ll start up the client by running this shortcut that takes me to Microsoft Lync 2010.

This opens Lync 2010 and my IM client.

Several types of communication can be done in one client in Lync. This is different than the Office Communications Server (OCS) environment, which would use a communicator client to do IMs. That functionality is wrapped into the Lync client. Additionally, doing a live meeting for a conference is wrapped into Lync as well.

To start, I want to send an instant message, but as you can see, I don’t have any Contacts at this time. What I would need to do is search throughout my organization for other people that are also Lync-enabled.

To do a search, I’ll go up near the top of the client and click the empty search box. I know that there’s a girl out there named Desiree, so I’ll type “d”.

A contact shows up, and we can see that Desiree is out there and is currently Inactive. You can see the little yellow indicator to the left of the photo. This is her Presence. It’s telling us she hasn’t done anything for 5 minutes, so she’s probably stepped away from her machine.

My Presence is green, so I’m Available.

Presence can also be configured. Lync will automatically set it for you, but you can come in here (click the down arrow next to Available) and select, I’m busy, or I don’t want to be disturbed, or I’ll be right back. 

This is also done for you automatically in Lync. For example, if you’re on a call, your Presence will change. Also, if you have a meeting scheduled, Lync will look at your Outlook calendar and update your Presence via Outlook.

I’m ready to send an IM. I’ve found someone in the organization who’s Lync-enabled, Desiree. I’ll right-click her contact and select Send an Instant Message.

The IM dialog box comes up, and I type, “hello how are you?”

As you can see, before Desiree started answering, her Presence went from yellow to green.

She became available because she moved her keyboard and her mouse.

Then she answered my instant message. That’s really as simple as it gets sending an IM.

Further on, we’ll look at how you set up Contacts. You’ll have everybody in this list (All Contacts). Right now, we’ve got nobody, and it forces us to search for users. We’ll set it up so we can have Contacts and make things a little bit easier for us.

Also, one of the uses of this client is to escalate our communications to whatever the right modality is.

When we say “modality,” we’re referring to the different types of communication. Is this an instant message, an audio or a video call or something else? Is it a call out to the public switch telephone network?

We’ll learn how we can upgrade this call in Microsoft Lync and how we can use all kinds of different modalities using this client.

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