On to Step 8 – training your users on Lync. Now we're away from the server and over to the Lync 2010 client.
Lync 2010 Client App
Lync 2010 image courtesy of Wikipedia.org. Can't post screenshots of my own yet – darn client confidentiality!

Obviously, it looks a lot like your typical IM client. This works to your advantage – chances are you co-workers know their way around IM already. (You might have caught them IMing from work…)

In today's post I'll present materials to help you prepare for training your users on Lync. There's a combination of training materials, videos, and my own observations.

Training Materials for Lync

First thing to do is go here:
Lync 2010 Training – Microsoft Downloads
And download the training package. It contains 7 PowerPoint presentations that introduce the reader to each aspect of the Lync 2010 client. The following 3 are especially helpful for everyone who'll use Lync:

  • * Conferencing and Collaboration Training

  • * IM and Presence Training
  • * Voice and Video Training

Either use them to create your own training materials, or distribute them as an introduction to Lync features. You'll need more detail to train effectively though. So, here's a few more resources. All are freely available.

Using Instant Messaging

Lync 2010 starts with a blank window. Like any IM client, users will need to add contacts.

Adding Contacts: Here's that two-click add I mentioned before. Lync 2010 Help – Adding Contacts (video)

Adding External Contacts (outside the organization): Doing this isn't much different from adding an internal contact. Type the contact's email address in Lync 2010's search field. Right-click the search result, and then click Add to Contact List.

Once users have their contact list set up, they'll need to know about Presence.

Changing Presence Status: Easy. Have the user type what they're doing in the “What's Happening Today?” field atop Lync 2010. Then, below their name, they should select what their status is – Available, Busy,Away,etc. There's a handy reference table here with all the Presence Status options.

Making Calls Through Lync

Before a user tries to make a call, they should verify that their audio devices (speakers, mic, headset) work with Lync 2010.

I suggest pairing users up to test their audio. Use the first three steps on this guide to verify that they can make and receive calls:
Select Audio Devices, Place a Voice Call – Quick Start

Once they're sure they can use voice, this quick video works for a step-by-step reminder to making calls.

Join a Conference

There are guides for joining conferences, of course.

But the best way to do this (I think) is to run a conference yourself, and invite people in. (See the next paragraph for how to do that.) I'd recommend small groups at a time, so you can answer questions without getting overwhelmed.

Start and Run a Conference

This Quick Start Guide will show users how to schedule a conference, or start one unscheduled.
Quick Start: Set up, Start, and Join an Online Meeting

If users want more control of the conference, they can read about more advanced options – record the meeting, add video – in this guide.

Lync Training for the Masses

That's most of the standard user actions you””””ll come across. If you'd like more, browse this list of Lync Help videos.
I'll post more how-tos as they come up.

Speaking of coming up – is there something specific in Lync 2010 you'd like me to cover? Leave it in a comment, or email me with your idea. We're already starting work on our own Lync Server/Lync 2010 Client guide. Ideas will be blogged, and (if you give permission) added to the guide as applicable.

Next week I'll pause the “Path to Lync Server” series again, to bring you a special post. I've been told about a new Lync tool…and I think you'll want to hear what it does. See you then.

Path to Lync Server – Step 8: Train Users
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