Contents

• User Guide
• Introduction
• Calls
• Call From Docked Window
• Call From Call History
• Drag and Drop Contacts
• Select your Preferred Phone Device
• Add Custom Ringtones
• Control Far-End Camera
• Check Your Voice Messages
• Click to Call
• Call from Microsoft Outlook
• Call from Microsoft Office Applications
• Call from Internet Explorer
• Start a Chat
• Meetings
• Create a WebEx Meeting
• Customize
• Call Options
• Advanced Call Options
• Select Audio Devices
• Arrange Audio Devices
• Select Video Devices
• Arrange Video Devices
• Add Phone Account
• Add Meetings Accounts
• Integrate Your Calendar
• Accessibility
• Keyboard Shortcuts
• Font Smoothing
• Troubleshooting
• Presence Behavior
• Presence Issues

User Guide

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Introduction

Welcome to Cisco UC Integration for Microsoft Lync. This application extends the presence and instant messaging capabilities of Microsoft Lync or Skype for Business by providing access to a broad set of Cisco Unified Communications capabilities. Here are some of the things you are able to do:

• Make and receive voice and video calls through Cisco Unified Communications Manager.

• Drag and drop and right-click directly from Microsoft Lync or Skype for Business to make a call.

• Instant Messaging and Presence integration with Microsoft Lync or Skype for Business.

• Mute, hold, and transfer during calls.

• Software phone or desktop phone mode selection.

• Communications history of missed, placed, and received calls.

• Audio and visual notification of incoming calls.

• Ad hoc conferencing.

• Visual voicemail.

• Click to Call from Internet Explorer, Microsoft Outlook and other Microsoft Office applications.

• Start a Cisco WebEx meeting.

• Service Discovery.

Calls

Call From Docked Window

Procedure

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Step 1	Select the dockable window.
Step 2	Begin typing the name of the contact in the search box.
Step 3	Select the desired contact from the search results.
Step 4	Use the call icon beside the phone number to place a call.

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Call From Call History

Procedure

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Step 1	Select the dockable window.
Step 2	Select the Recents icon. The hub window opens.
Step 3	Select the desired phone number from the list.
Step 4	Use the call icon beside the phone number to place a call.

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Drag and Drop Contacts

You can drag and drop your Microsoft Lync or Skype for Business contacts to initiate a call.

Procedure

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Step 1	Select your contact in Microsoft Lync or Skype for Business.
Step 2	Drag and drop the contact to the dockable window. A call is placed to the contact.

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Select your Preferred Phone Device

Procedure

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Step 1	In the hub window, open the Phone Controls drop-down menu.
Step 2	Select your preferred phone device.

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Add Custom Ringtones

You can add a custom ringtone and set it as your incoming ringtone. All sound files must be in .wav audio format. Supported formats include:

• WAV_FORMAT_PCM_8KHZ

• WAV_FORMAT_PCM_16KHZ

• WAV_FORMAT_PCM_24KHZ

• WAV_FORMAT_PCM_24KHZ_STEREO

• WAV_FORMAT_PCM_44KHZ

• WAV_FORMAT_PCM_48KHZ

• WAV_FORMAT_PCM_48KHZ_STEREO

• WAV_FORMAT_MU_LAW_8KHZ

• WAV_FORMAT_A_LAW_8KHZ

• WAV_FORMAT_G729

Procedure

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Step 1	Navigate to the Ringtones folder on your system. A typical installation path is: C:\Program Files (x86)\Cisco Systems\CUCILYNC\Sounds\Ringtones.
Step 2	Copy the custom ringtone file into the Ringtones folder. You can now see the new ringtone option on the Sounds and Alerts tab of the Options window.

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Control Far-End Camera

In calls that support far-end camera control, you can adjust the far-end camera to give you a better view during video calls or you can control the conference layout of cameras. A Show Far End Camera Control icon is displayed in your call if the far-end camera is enabled for control. When you select the icon, depending on the way that the call is connected, you can either use it to move the far-end camera or change the conference layout of video screens.

If you call a unit or person directly that has a device with a controllable camera, you can control the far-end camera even if multiple people call into that device at one time. However, if you call a Cisco bridge, then you can only control the conference layout by selecting how you want the various cameras to be displayed on your conference call.

Before You Begin

This feature is available to you if the system you are calling supports it, and if your administrator has enabled it for you. You also need to be in softphone mode, which means you've selected Use my computer for calls in your hub window.

Procedure

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Step 1

After you have started a video call, select the Show Far End Camera Control icon.

Step 2

Use the pan, tilt, and zoom button to control the call. For direct calls to devices, use the controls to pan the camera left or right, tilt the camera up or down, and zoom the camera in and out. For calls to bridges, use the controls to select the conference layout that you want to use. You can also use the following keyboard shortcuts to manually control the camera: Option Description Tilt up Up arrow key Tilt down Down arrow key Pan left Left arrow key Pan right Right arrow key Zoom in Plus sign (Shift + Equal key) Zoom out Minus sign key

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Check Your Voice Messages

Procedure

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Step 1	Select the voice messages tab on the hub window.
Step 2	You can listen to your voice messages by selecting a message to play. You can delete your message by right-clicking it and selecting Delete.

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Click to Call

Call from Microsoft Outlook

Procedure

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Step 1	Select an email in your inbox.
Step 2	You can create a call using one of the following options: In the ribbon menu, select Call_sender_name In the ribbon menu select the Recipients drop-down list. Choose the recipient you wish to call.

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Call from Microsoft Office Applications

Procedure

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Step 1	Highlight a number in the current document.
Step 2	Start a call using one of the following options: On the ribbon menu select one of the following: Call Call with edit—You can edit the number before creating the call. In Microsoft Word or Microsoft Excel you can right-click and select one of the following menu options: Call Call with edit—You can edit the number before creating the call.

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Call from Internet Explorer

Procedure

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Step 1	Highlight a number on a web page in Internet Explorer.
Step 2	Right-click and select one of the following: Call Call with Edit..—You can edit the number before creating the call.

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Start a Chat

You can start a Microsoft Lync or Skype for Business chat session from Cisco UC Integration for Microsoft Lync.

Before You Begin

This feature is not available when the supported versions of Microsoft Lync or Skype for Business are not running or the user is not logged in.

Procedure

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Step 1	Right-click a contact in Cisco UC Integration for Microsoft Lync in either search results, the call history tab, or voicemail tab.
Step 2	Select Chat.

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Meetings

Create a WebEx Meeting

Procedure

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Step 1	Select a contact or multiple contacts from one of the following: Microsoft Lync or Skype for Business contacts list Recents list Voicemail Search results
Step 2	Right-click and select Meet Now.

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Customize

Call Options

Procedure

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Step 1	In the hub window, select File > Options The options window opens.
Step 2	Select the Calls tab.
Step 3	You can choose an option for starting a call using video: Always start calls with video. Never start calls with video.
Step 4	Select if the conversation window comes to the front for the following: On all calls On video calls only Never
Step 5	Select Apply.

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Advanced Call Options

Procedure

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Step 1	In the hub window, select File > Options The options window opens.
Step 2	Select the Calls tab.
Step 3	Select the Advanced >> button.
Step 4	Choose an option for starting a call from Lync. When your contacts have more than one number you can choose one of the following: You can start a call using the default number for the contact. You can select the number to call.
Step 5	Select if the caller information is displayed when a call is answered.
Step 6	Select Apply.

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Select Audio Devices

Procedure

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Step 1	In the hub window, select File > Options The options window opens.
Step 2	Select the Audio tab.
Step 3	Choose your Speaker, Microphone, and Ringer/Alerts options.
Step 4	Select Apply.

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Arrange Audio Devices

If you have more than one audio device, you can arrange them in order of preference.

Procedure

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Step 1	In the hub window, select File > Options
Step 2	Select Advanced.
Step 3	Select your audio device and use the up and down arrow to set the order.

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Select Video Devices

Procedure

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Step 1	In the hub window, select File > Options The options window opens.
Step 2	Select the Video tab.
Step 3	Choose your camera.
Step 4	Select Apply.

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Arrange Video Devices

If you have more than one video device, you can arrange them in order of preference.

Procedure

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Step 1	Select File > Options
Step 2	Select the Video tab and then Advanced.
Step 3	Select your camera and use the up and down arrows to set the order.

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Add Phone Account

Procedure

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Step 1	Select File > Options
Step 2	Select Phone accounts.
Step 3	(Optional)Select Advanced to input the Cisco Unity Connection server information.
Step 4	Enter the username and password for your Cisco Unity Connection account.

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Add Meetings Accounts

Procedure

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Step 1	Select File > Options.
Step 2	Select the Meetings tab.
Step 3	Select Edit account.
Step 4	Select New Site from the WebEx Site drop-down list.
Step 5	Enter the site and associate username and password in the fields provided.
Step 6	Select Ok.

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Integrate Your Calendar

Procedure

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Step 1	Select File > Options.
Step 2	Select the Calendar tab.
Step 3	Select the calendar to integrate with the application.

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Accessibility

Keyboard Shortcuts

Global Shortcuts

Operation	Keyboard Shortcut
Access the docked window Tip    To show the docked window: Open the Hub window. Select View > Show docked window.	CTRL + Shift + ?
Open the diagnostics tool.	CTRL + Shift + D
Open the context menu	Menu key Shift + F10

Incoming Calls

Operation	Keyboard Shortcut
Answer calls	CTRL + L
Decline calls	CTRL + D
Reply to calls with chat	CTRL + R

Active Calls

Operation	Keyboard Shortcut
End calls	CTRL + K
Enter or exit full screen mode	CTRL + SHIFT + F
Show or hide self-view video	CTRL + SHIFT + B
Mute or unmute your audio	CTRL + Down Arrow
Start or stop video	CTRL + SHIFT + V
Dock or undock the call window	CTRL + ALT + P
Hold or resume calls	CTRL + SHIFT + H
Open or close the keypad	CTRL + SHIFT + K Tip    Enter numbers on the keypad with your keyboard.
Increase Volume	CTRL + SHIFT + Up Arrow
Decrease Volume	CTRL + SHIFT + Down Arrow
Open or close the More menu	CTRL + SHIFT + Plus
Open the Merge menu when calls are on hold	CTRL + M
Transfer a call	CTRL + SHIFT + T
Start a conference call	CTRL + SHIFT + C
Show call statistics	CTRL + SHIFT + S

Font Smoothing

Administrators who install and configure Cisco UC Integration for Microsoft Lync can control how font smoothing occurs.

The ForceFontSmoothing parameter specifies whether the client or the operating system applies anti-aliasing to text. By default, the client applies anti-aliasing to smooth text.

If you want the operating system to apply anti-aliasing to text, set the ForceFontSmoothing parameter in the client configuration as follows:

<Policies>
  <ForceFontSmoothing>false</ForceFontSmoothing>
</Policies>

Troubleshooting

Presence Behavior

Expected Presence Behavior in Microsoft Lync or Skype for Business, when Cisco UC Integration for Microsoft Lync is Used for Calls

Initial Presence state in Microsoft Lync	On a call using the soft phone, status changes to:	On a call using the desk phone, status changes to:	End a call using soft phone, status changes to:	End a call using desk phone, status changes to:	Mouse move desk phone or return from idle
Available	On the Phone/Custom	On the Phone	Available	Available	X
Inactive / Idle	On the Phone/Custom	On the Phone/Custom	Available	Inactive / Idle	Available
Away / Idle	On the Phone/Custom	Away/Idle	Available	Away / Idle	Available
Be right back /Manual	Be right back/Manual	Be right back/Manual	Be right back/Manual	Be right back/Manual	X
Off work /Manual	Off work/Manual	Off work / Manual	Off work / Manual	Off work / Manual	X
Appear Away / Manual	Appear Away / Manual	Appear Away / Manual	Appear Away / Manual	Appear Away / Manual	X
Busy / Manual	On the Phone / Custom	On the Phone / Custom	Available	Available	X
Busy Idle (5 min) - Busy	On the Phone / Custom	Busy Idle (5 min) - Busy	Available	Busy Idle(5 min) - Busy	Available
Busy Idle (10 min) - Away	On the Phone / Custom	Busy Idle (10 min) - Away	Available	Busy Idle (10 min) - Away	Available
On the Phone / Manual	On the Phone / Manual	On the Phone / Manual	Available	Available	X
Do not Disturb / Manual	Do not Disturb / Manual	Do not Disturb / Manual	Do not Disturb / Manual	Do not Disturb / Manual	X
Appear Offline/Manual	Appear Offline	Appear Offline	Appear Offline	Appear Offline	Appear Offline

This table describes the expected behavior in Microsoft Lync when Cisco UC Integration for Microsoft Lync is used for calls.

Note	The different behavior when using a soft phone and desk phone for the inactive state is because when the user responds on a soft phone when their machine is inactive, it will immediately become active.

Note

When a user sets their Microsoft Lync presence to Appear Offline and they make a call with Cisco UC Integration for Microsoft Lync. During the call they set their Microsoft Lync presence status to Available, then their presence will automatically change to On The Phone if configured, otherwise the presence status will be Busy.

Presence Issues

Presence showing Busy not On the Phone

Problem Description: When on an active call, Busy presence is showing instead of On the Phone.

Resolution: Cisco UC Integration for Microsoft Lync provides an On the Phone custom presence xml file, for information on configuring the registry keys see the Custom Presence Status in the Administration Guide for Cisco UC Integration for Microsoft Lync.

Presence Not Changing as Expected

Problem Description: When on an active call, Cisco UC Integration for Microsoft Lync doesn't change status.

Resolution: Cisco UC Integration for Microsoft Lync changes status in certain scenarios, see the Presence Behavior section for further information.

Presence Not Showing In a Meeting

Problem Description: When a meeting is started and the meeting is shown in the meetings tab, the presence doesn't change.

Resolution: Microsoft Lync or Skype for Business controls the presence changing to In a meeting. Verify the following:

• Verify that Microsoft Lync or Skype for Business is connected with the Microsoft Lync or Skype for Business server.

• Verify that the Exchange Web Service (EWS) is deployed to Microsoft Lync or Skype for Business.

• Check the values for the Microsoft Lync or Skype for Business server parameters:

  • CalendarStatePublicationInterval

  • WebServicePollInterval

  For further information check your Microsoft Lync or Skype for Business documentation.

Presence not Changing

Problem Description: Using a desk phone to make a call and presence doesn't change

Resolution: When you are using a desk phone your computer can be in Idle state. See the Presence Behavior section for more information on states and presences.

Expected Presence When On a Call and In a Meeting

Problem Description: When on a call and in a meeting what is the expected presence.

Resolution: In Cisco UC Integration for Microsoft Lync the presence statuses In a Meeting, On the Phone and Busy have the same priority, this is treated the same in Microsoft Lync or Skype for Business . The last presence set is the last presence shown.

Overrides Manual Presence

Problem Description: Manually changing presence to Away doesn't change to On the Phone when on a call, but manually changing presence to Busy and on a call will change the status to On the Phone.

Resolution: In Cisco UC Integration for Microsoft Lync the presence status Away has priority over the presence statuses In a Meeting, On the Phone, and Busy.

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