Using Microsoft Lync with Other Instant Messaging Clients Guide

The Microsoft Lync client allows users of the campus Exchange e-mail system to communicate via chat/instant message/audio and video with other Lync users and other external instant messaging clients, including the student @mail system.

 


OWA and @mail

Sign in (OWA)

Users of OWA are automatically signed in to their Lync account when logged in to email.sfsu.edu.

 

Sign in (@mail)

  1. Login to live.sfsu.edu
  2. From the mail view, click on your e-mail account name at the top-right corner of the window
  3. Click on Sign In to IM. Once you are signed on to IM, your presence status box (to the right of your e-mail address) will turn green

 

Change Presence Status

Presence status lets users know if you are available to communicate. To change your presence status, click on your e-mail account name at the top-right corner of the window, and choose an appropriate status as follows.

  • Online (green) – You are online and can be contacted.
  • Busy (red) – You should not be interrupted.
  • Away (yellow) – You are away, and not available to contact.
  • Appear Offline (white) – Your presence shows as offline.

 

Add a contact

  1. In the Contact List section, on the left side of the Window, click Add contact…
  2. Type in the e-mail address of the Exchange or @mail user (i.e., jdoe@sfsu.edu or jdoe@mail.sfsu.edu) in the IM address field and click on Invite

 

Remove a contact

  1. Right-click on the contact you wish to remove from your Contact List
  2. Click on Remove
  3. Click on Remove from IM Contact List

 

Initiate an IM

  1. Double-click on the contact you wish to IM
  2. Type your message in the text box and press Enter

 

 


Windows Live Messenger for Windows and Mac

You may create a Windows Live ID with your external e-mail account (Yahoo, Gmail, Hotmail, AOL, etc.) to chat and make voice and video calls with Lync users. To use Windows Live messenger, download Messenger and create a Windows Live ID for your external e-mail account.

 

Download Windows Live Messenger

Download Windows Live Messenger from Microsoft's Windows Live Essentials Homepage.

  • For Windows, download Windows Live Essentials.
  • For Mac, download Messenger for Mac.

 

Set up a Windows Live ID

A Windows Live ID can be created for your existing external e-mail account(s) (e.g., jdoe@gmail.com) Use the Live Signup page to set up your Windows Live ID.

 

Sign In

  1. Open Windows Live Messenger
  2. Mac users click Sign in
  3. Enter your external e-mail account (e.g., jdoe@gmail.com) and Windows Live ID password
  4. Click Sign in

 

Change Presence Status

Presence status lets users know if you are available to communicate.

 

To change your presence status, click on your e-mail account name at the top-right corner of the window (Windows) or click on the icon to the left of your name (Mac), and choose an appropriate status as follows:

 

  • Available (green) – You are online and can be contacted
  • Busy (red) – You should not be interrupted
  • Away (yellow) – You are away, and not available to contact
  • Appear Offline (white) – Your presence shows as offline

 

Add a Contact (Windows)

  1. Click on your e-mail account name at the top-right corner of the window, and select Switch to compact view
  2. Click on the Add a friend… icon (top-left of window, second icon from the left), then select Add a friend…
  3. Type in the SF State e-mail address of the user (i.e., jdoe@sfsu.edu) and click on Next
  4. Make the Exchange user a favorite by checking the Make this person a favorite box, or leave the box unchecked if you do not wish to make them a favorite. Click on Next
  5. Click on Close
  6. You will be able to chat with the user as soon as they accept your invitation to chat

 

Add a Contact (Mac)

  1. Click on the Add icon at the top-left corner of the window
  2. Type in the e-mail address of the user (i.e., jdoe@sfsu.edu) and click on Next
  3. Click Finish, or click Next to add more contacts

 

Remove a Contact

  1. Right-click on the contact you wish to remove from your Contact List
  2. Click on Delete contact. On Windows, click Delete when prompted

 

Initiate an IM

  1. Double-click on the contact you wish to IM
  2. Type your message in the text box and press Enter

 

Audio and Video Calls

If audio and video devices are available on both users’ computers, you may initiate a video call by clicking on Video Call at the bottom of the text box. This feature is not available on Mac.

 


AOL / AIM

AOL's instant messenger service (AIM) can be used to contact Lync users.

 

Sign In

  1. Go to the AOL login page
  2. Click on the AIM icon
  3. Enter your AOL username and password
  4. Click on Sign In

 

Change Presence Status

Click on the icon to the left of your name, and choose an appropriate status as follows:

  • Available (green) – You are online and can be contacted
  • Away (yellow) – You are away, and not available to contact
  • Invisible (white) – Your presence shows as offline

 

Add a Contact

  1. Type in the e-mail address of the user you would like to add to your list in the Search for a buddy search bar
  2. Click Send IM
  3. Click Add To List
  4. Select the group you would like to add the user to, or select New Group… to create a new group

 

Remove a Contact

  1. Right-click on the contact you wish to remove from your Contact List
  2. Click on Delete Buddy
  3. Click Delete

 

Initiate an IM

  1. Double-click on the contact you wish to IM
  2. Type your message in the text box and press Enter

 

Share Files

  1. Double-click on the contact you wish to IM
  2. Click on the Share pictures and files icon on the left side of the text box
  3. Locate the file you would like to share, and click Open
  4. Click Send