Join Mike Pfeiffer for an in-depth discussion in this video Manage contacts and groups, part of Lync 2010: Deploying, Configuring, and Administering.
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- [Voiceover] So far we've seen that when we're in the Lync Client, initially we don't really get any contacts, but you can see right now I have one frequent contact. And that's because Lync will automatically add the 10 most frequent contacts to this Frequent Contacts group based on modality. So for example, somebody I call on a regular basis is going to be higher on that list than somebody I IM. But you'll see though, is the last 10 right there in that list. In this organization, I only have one other user right now that's Lync enabled, and I've been doing audio calls with her all day long, and that's why she's kind of showing up there by default.
I can come in here, right click, and do some things. I can also remove her from the group. So if I don't want her in there, I can remove her. Or if she was never in there to begin with, I could go in here and search. So I'll say Desiree. There she is, I can right click. And then I can pin her to a specific group. So I can pin her to Frequent Contacts, or I can add her to a contact list. So here I can put her in All Contacts. And if you're looking for ways to get people on your list, this would be one way to do that. So when your logged into Lync, say your boss needs to be on this list.
You can just search for him up here. Once you find him, go ahead and pin him to your All Contacts. Now if you hover over the contact itself, we get the Contact card here. If we hit the little drop-down, you'll see that there's the phone number. So Lync actually pulled that out of Active Directory, so Lync is doing some things for you. Checking the information out of Exchange and AD. Populating your contacts, information that way to give you a better idea of, "Is that user's phone number out there?" "Are they in your time zone?", that kind of thing.
If you come up here, hit this little drop-down arrow, you can see this option to look at the Outlook properties. So, as long as I've got Exchange, you can see that pops up the Contact card and there's the user's address and all that good stuff. Now if you look back over here, you can organize these guys by status. And I don't have a whole lot to show right now, because I only have one contact. But if you organize by status or by presence, you'll see that all the contacts you have that are online will be grouped here, all the ones that are away will be grouped there, unavailable and unknown, so pretty self-explanatory there.
But that might give you a better way of searching through your existing contacts once you've added them. You can also view them by relationship. So if we come over here, you can organize these contacts by relationship. Right now Desiree is in my Colleagues, but I can add her to Friends or Family, or Workgroup, or even Blocked. And depending on what relationship the user is, that depends on whether or not they can see my presence, and how they communicate with me. For example, the Friends and Family group. If I were to add a contact in that, basically the options it would give the user would be to share all of my contact information with them except for my meeting details.
So if I'm in a meeting, and I'm busy, they won't be able to actually see where that is, the title of that meeting, and that kind of thing. So if it's a Workgroup relationship, that would basically be, go ahead and share all my contact information with them, except for my home and other phone numbers. So maybe my business number, but not my personal details. External contacts, that's gonna be federated users, and we'll look at that in a later video. Those will automatically show up in the external contacts relationship, and really all you'll be sharing with them by default is your name, title, email address, company information.
We also have some other policies that determine on the server side, how some of that information is given back to those users. Blocked contacts, pretty straightforward. You have to manually assign people to the blocked contacts relationship, but that would basically be somebody that cannot contact you through the link at all. They can't see your presence, they can't see you in IM or anything like that. Now one other thing to point out that's kind of been a nice addition to Lync is, if you come up here, you'll see that you have this Activities, and this is some of the social networking aspects that you can share with your contacts in Lync.
So you can see that I set a picture up for myself earlier today, and it actually changed that status as an activity, and other people would be able to see that. So if Desiree, in this example, were to have said something, maybe she came in and said, "What's happening today?". And she said, "I'm filming a video," for example. In my case, I'd dump that in there in my activities. If another user, that I'm on their contact list, clicked on the activity feed, she might see that under here and say, "Oh, okay. "What's going on with you today?". So you can update the information here, kind of like setting your status, almost like a Twitter or Facebook kind of update.
And then the people that have you listed as a contact will see that information in here. And I don't have anything for anybody else, but these are mine right now. So that's just a high level of how you would manage your contacts. We're gonna look at how you backup the contacts and how you could restore them in a later video. But keep in mind, they're basically something you have to manage on an individual user basis. But when you log in to Lync, you're not going to see everybody in the environment that's been Lync enabled.