OfficeSuite® Connector for Skype for Business Quick Start Guide
Contents
1. Broadview D D NETWORKS OfficeSuite Connector for Skype for Business Quick Start Guide OfficeSuite Connector for Skype for Business allows you to initiate calls on your desk phone from within Microsoft Lync Prior to installing the OfficeSuite Connector for Skype for Business you must have Microsoft Lync 2013 or better installed For information on how to install Microsoft Lync please contact your system administrator GETTING STARTED WITH OFFICESUITE CONNECTOR FOR SKYPE FOR BUSINESS Note You must have Microsoft Lync 2013 or better installed prior to installation For additional questions visit the OfficeSuite Community or contact your system administrator CLICK HERE to download and install the software In the user settings dialog box during installation populate the Server Name Port Tenant and Dial Prefix The information for these fields will be provided from your system administrator Server Name Your system administrator will provide this to you Port Your system administrator will provide this to you Tenant Your system administrator will provide this to you Dial Prefix Your system administrator will provide this to you Once installed go to Start OfficeSuite Connector for Skype for Business Once launched click the S icon and select Lyne Me User Settings Enter your license key extension and OfficeSuite Phone PIN then click Lyne Me Your OfficeSuite phone extension and nu2. can also sort calls by all most frequently dialed and most recently dialed lt i ar History I The type of call will be displayed using the following icons for each type of call Received Missed 7 22 2015 4 23 56 PI Icon Definition gt 7 22 2015 4 24 18 PI Ra H Outbound Dial Not Answered 7 22 2015 4 25 20 PI amp Dialed and Answered 7 22 2015 4 25 32 PIX RE Received and Answered Call 7 22 2015 4 25 36 F Fy RE Missed Call 7 22 2015 4 25 38 f 7 22 2015 4 25 38 PI Filter the call list by the type of call here Call back the contact Sort your calls by all calls most frequent calls and most recent calls Displays the type of call that was made Skype for Business is a trade mark of Skype and Broadview Networks is not affiliated sponsored authorized or otherwise associated by with the Skype group of companies PHONE PRESENCE Whenever you are on a call using your OfficeSuite phone while running OfficeSuite Connector for Skype for Business Your presence will be displayed as on a call VP Zee in tall tT m Tel Feu iacatium R eee 4 2 O o ing vorereree ur tian d nume Oo EDUR ILF MELANO es Wet a E pavanmes a OTHER CONTACTS B1 hin Dor Preimanis wikian ci t CAU AOSARDIANG DPF OO VHs E me at Like Writ TE LE For additional help with OfficeSuite Connector for Skype
3. for Business call 1 800 BROADVIEW Broadview NETWORKS as Skype for Business is a trade mark of Skype and Broadview Networks is not affiliated sponsored authorized or otherwise associated by with the Skype group of companies
4. ewer Skype for Business Microsoft Lync 2013 or newer In addition to the system requirements listed above each OfficeSuite Connector for Skype for Business must have the following 1 OfficeSuite Phone Extension and PIN 2 OfficeSuite Connector for Skype for Business License Key 3 Your OfficeSuite tenant name 4 Your OfficeSuite server URL 5 Your OfficeSuite port number INSTALLING OFFICESUITE CONNECTOR FOR SKYPE FOR BUSINESS To install OfficeSuite Connector for Skype for Business 1 Download the plug in from the link in the welcome letter provided by your system administrator If you do not have the welcome letter the download link is posted in the OfficeSuite Customer Center or the OfficeSuite Community and run the zip file to begin the installation process The zip file with automatically extract 2 Accept the End User License Agreement IMPORTANT VOIP OVER MOBILE CELLULAR DATA NOTICE ea Se ee ee ee a hoe eet e Sal ee eee a eee S ka W accept the terms of this License Agreement Bak Ne Cancel Skype for Business is a trade mark of Skype and Broadview Networks is not affliated sponsored authorized or otherwise associated by with the Skype group of companies 3 Enter your credentials provided from your system administrator Your system administrator will be provided the credentials by Broadview Networks upon ordering OfficeSuite Connector for Sk
5. meric PIN should match the login credentials used to login to your OfficeSuite phone MAKE A CALL From the Contact List Right click on a contact and select OfficeSuite Call From the Search Bar Begin typing in the search bar at the bottom of the OfficeSuite Connector Click on the number from the auto populated list you wish to call te Broadview ALT VAOHRS 1234 John Doe DESIGNATE YOUR PHONE AS THE CLICK TO CALL ORIGINATOR A Login to the OfficeSuite portal and click My Phones B From the list of logged in devices select the radio button for the device you want to designate as the Click to Call Originator and click Save Device Changes Ciki Tae Clipart i Labe here hamr Aera be aril CHECK CALL HISTORY Select the button then Show Calls History from the drop down From the call history dialog box you can filter by the type of call sort by most recent or most frequent calls and call back users About Always On Top F Help GIJ Lync Me 1G OFF H Show calls history To establish OfficeSuite Connector for Skype for Business service call 1 800 BROADVIEW Broadview NETWORKS as OfficeSuite Connector for Skype for Business User Manual SYSTEM REQUIREMENTS The following system requirements must be met in order for OfficeSuite Connector for Skype for Business to function properly Software Requirements Operating System Windows 7 or n
6. one icon highlighted above a call will be made to Boss Zee CALL NOTIFICATIONS Whenever there is an incoming or missed call the OficeSuite Connector for Skype for Business will create a call notification bubble OficeSute Connector for Lyne Incoming call from Vp Zee Turn On Off Call Notifications To turn on off call notifications select then Lyne Me Under the User settings tab check uncheck the Notifications on off checkbox Close the pop up window DOCKING AND UNDOCKING THE OFFICESUITE CONNECTOR FOR SKYPE FOR BUSINESS Docking the OfficeSuite Connector allows you to snap the connector to your session of Skype for Business For example if you have docked the OfficeSuite Connector for Skype for Business and minimize Skype for Business the OfficeSuite Connector for Skype for Business will minimize as well How to Dock the OfficeSuite Connector for Skype for Business To dock the OfficeSuite Connector for Skype for Business select the GA button in the top right corner of the connector while it is undocked Skype for Business is a trade mark of Skype and Broadview Networks is not affliated sponsored authorized or otherwise associated by with the Skype group of companies OfficeSuite Connector for Lyne _ r Broadview AGE VERA X Connected How to Undock the OfficeSuite Connector for Skype for Business To undock the OfficeSuite Connector for Skype for Business select the CA b
7. tatus Change Alerts Elsing Preke etelerlnp P a bee Lani iar Making Calls Using the Search Directory OfficeSuite Connector for Skype for Business has a built in search capability which will allow you to search for a number or contact to dial To make a call using the search capability begin typing the name of the contact you wish to call into the text box then click on the number your wish to dial and press Enter or the button Broadview re YRORES 1234 John Doe Making Calls from Call History The OfficeSuite Connector for Skype for Business maintains a call history of the numbers you have dialed using the OfficeSuite Connector for Skype for Business during your current Skype for Business session Your call history is automatically cleared from OfficeSuite Connector for Skype for Business once you have logged out of either Skype for Business or OfficeSuite Connector for Skype for Business From the call history menu your can call a user back from the call history dialog box by selecting the icon in the corresponding contact you wish to call Skype for Business is a trade mark of Skype and Broadview Networks is not affiliated sponsored authorized or otherwise associated by with the Skype group of companies CE Calls History x Bade henel Oaie A Eales 7 22 2015 4 23 56 P 7 22 2015 4 24 18 PI 7 22 2015 4 25 20 PLK By selecting the ph
8. th the memory keys on your phone or do nothing and use the Select the device you want your calls to be directed to are used to receive intercom calls and originate click to call ppor intercom are available to select as the Intercom ate it is not a selectable phone for that feature Fields highlighted in blue indicate custom key mapping Fields highlighted in grey indicate locked key mappings Maximum Allowed Logged In Devices 5 Phones Label Phone Name Identifier ue rly Click to Call Recipient Originator John Doe Home j24 Key LOD 5330e 08 00 0f 81 45 di i Ej John Doe Desk 16 Key 5320 08 00 0f 66 dc 85 E E Save Device Changes Phone Name Current Key Profile 24 KeyLCD 5330e 7 No profile assigned 7 Making Calls from Contacts Menu While using OfficeSuite Connector for Skype for Business you can make calls through your OfficeSuite call by simply right clicking on a contact and selecting OfficeSuite Call Skype for Business is a trade mark of Skype and Broadview Networks is not affiliated sponsored authorized or otherwise associated by with the Skype group of companies VP Fee fet riina T cet vow location O F amp F o Find yame gn pr digi p nimpar l GRAPS ets bo FAVORES Right click on a i sat contact to pop up john Dee the drop down list Select OfficeSuite Call to have your desk phone ring the contact selected Teg for S
9. utton in the top right corner of the connector while it is docked Broadview G ari TLIVGHRS Connected ALWAYS ON TOP When the OfficeSuite Connector for Skype for Business is undocked you have the option of keeping the connector always on top of all other programs running on your computer This can be useful for quickly making calls while using other applications Turn On and Off Always on Top To turn on Always on Top you must first undock the OfficeSuite Connector for Skype for Business Once undocked select then Always On Top A check mark will appear next to the Always On Top option in the settings menu as shown below PA About W Always OnTop l e Help j OFF GD Lync Me m _ Show calls history x i w li b e Cores CHECKING CALL HISTORY OfficeSuite Connector for Skype for Business keeps a record of your call history while you are logged into both OfficeSuite Connector for Skype for Business and Skype for Business To check the call history select then Call History from the drop down list Skype for Business is a trade mark of Skype and Broadview Networks is not affiliated sponsored authorized or otherwise associated by with the Skype group of companies About Always On Top Help he MII Me G OFF Connected Once selected a popup will appear allowing you to filter calls by the following call types Dialed Received Missed Failed Not Answered You
10. yne Me i l iy Server name Lxample broadviewnet com Tenant yourtenantname as 9 Once launched open the menu by selecting the button to open the pop up menu From the menu select Lyne Me 10 Once completed your OfficeSuite Connector for Skype for Business will display connected at the bottom of the plug in Cc Broadview AVE SHS Connected MAKING CALLS Designating Your Click to Dial Phone It is important to make sure the calls being initiated from OfficeSuite Connector for Skype for Business are being directed to the correct device To do so please follow these instructions 1 Login to the OfficeSuite portal and select My Phones Skype for Business is a trade mark of Skype and Broadview Networks is not affiliated sponsored authorized or otherwise associated by with the Skype group of companies 2 Select the extension associated with your OfficeSuite Connector for Skype for Business and click Continue MY PHONES SELECT EXTENSION Select 3 From the list of your devices select the device you want your calls to be directed to Once you have made your selection click the Save Device Changes button Note your device will only appear on the list of devices if you are logged into the device PROGRAM PHONE KEYS My Phones Use this page to configure the memory keys on your phone with the features you use the most Select the features you would like associated wi
11. ype for Business 4 Select where you would like the folder to be stored and click OK fer Circe sur e Co TPR TL Where would you like Office Suite Connector for Lyne to be installed Install Office Suite Connector for Lyne to C Program Files OfficesuiteConnectorForLync 5 Next click Finish to complete the installation Skype for Business is a trade mark of Skype and Broadview Networks is not affiliated sponsored authorized or otherwise associated by with the Skype group of companies Installation of the OfficeSuite Connector for Lync software is complete Click the Finish button to ext 6 Once installed open Skype for Business then go to Start OfficeSuite Connector for Skype for Business he OfficeSuite Connector for Skype for Business will launch OfficeSuite Connector nector for Lync fea Uninstall OfficeSuite Connector for 4 Back 7 Once launched open the menu by selecting the button to open the pop up menu From the menu select Lyne Me F About Always On Top F Help G Lync Me IG OFF La Show calls history eT Connected Skype for Business is a trade mark of Skype and Broadview Networks is not affiliated sponsored authorized or otherwise associated by with the Skype group of companies 8 Within the Lync Me screen select the Tenant Settings tab to verify your current credentials Then select the User Settings tab to enter your license key and click L
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