Skype For Business: Dial-In Conferencing

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Skype for Business: Dial-In Conferencing QUICK REFERENCEContentsOverview . 2Creating (or Resetting) a Confidential Skype PIN . 2Creating or Resetting a PIN (PC instructions): . 3Creating/Resetting Your PIN from an Existing Meeting Request . 3Creating/Resetting Your PIN from the Skype for Business Conferencing window . 6Creating/Resetting your PIN from a Mac . 9Attending an Already Scheduled Meeting . 10Options Available During a Meeting. 12Creating a Basic Meeting from Your Computer . 14Using Desktops or Laptops to Create a Meeting . 14Setting Custom Meeting Options . 16Setting Customer Meeting Options on a PC . 16Changing Permission Options . 17Changing Phone Options . 20Setting Customer Meeting Options on a Mac . 21Setting Up a Conference for Someone Else (Delegate Access) . 23Granting Shared Calendar Permissions (Delegating Access) . 23Setting Up the Conference after Calendar Access is Granted . 27Removing a Delegate Designation . 27Removing the Delegate Designation in Outlook . 27Removing the Delegate Designation in Skype for Business . 29Using Mobile Devices to Create a Meeting . 30Meeting Set-up Instructions for iOS Users . 31Meeting Set-up Instructions for Android Users . 34Frequently Asked Questions (FAQs). 37Conferencing PINs . 37Conference IDs . 38Recurring Meetings. 382019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 1 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCEOverviewDial-in Conferencing (referred to as “Conferencing” in the remainder of this guide) is a Skype for Businessfeature available to Michigan Medicine employees. Use Skype for Business Conferencing to set up anonline phone conference directly through your Outlook calendar or to set up a conference for someoneelse (when that person delegates access). Join a meeting via an Outlook email or through the Skype forBusiness app. Once you are in a conference meeting, you have all the standard meeting options—likescreen sharing—that are available through Skype for Business.NOTE: Michigan Medicine has not implemented the recording function of Skype for Business Dial-InConferencing at this time.This quick reference guide will step you through the following processes using Skype for BusinessConferencing: Attending an Already Scheduled Meeting Creating/Scheduling a Meeting Setting Custom Meeting Options (especially important for meetings in which sensitive informationwill be discussed) Setting Up a Conference for Someone Else (Delegate Access)Creating (or Resetting) a Confidential Skype PINYou will only need a Skype PIN if you are the meeting host/leader and are starting the meeting from yourdesk phone or mobile phone—not from the Skype for Business app. If you choose the “Call me at” audiooption to have the Skype Meeting phone you instead of you dialingin (see screen to the right), you should not need your PIN. Once you have a PIN, you can use that for any meeting youhost or lead. Your PIN will expire in one year. TIP: Create your PIN on amemorable date (for example, your birthday or the first dayof the New Year) and then set a calendar tickler to remindyou to change it on that day. The process for creating or resetting a PIN begins differently, depending upon whether you areworking on a PC or a Mac.2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 2 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCECreating or Resetting a PIN (PC instructions):This section presents instructions on two methods for creating (or resetting) your Skype PIN—one startsfrom an existing meeting request and the other starts from the Skype for Business window.CREATING/RESETTING YOUR PIN FROM AN EXISTING MEETING REQUESTThe quickest way to access the link for creating a new PIN or resetting an existing PIN is to use a link thatcan be found in an existing Skype calendar event, such as an upcoming meeting.1. Double-click any existing Skype Meeting event on your calendar.2. Click the Forgot your dial-in PIN link:Click here to resetyour PIN if youforgot it.2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 3 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCE3. Click the Sign In link.4. Without changing anything in the Dial-In Conferencing Settings and PIN Management window, click theSign In button.2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 4 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCE5. Click the Reset your PIN link (A).Ignore thismessage!NOTE: The Dial-In Conferencing Settings and PIN Management window also displays the Conference ID(B) assigned to you for future meetings and the Conference Dial-In Numbers (C) you can use tophone in for meetings.TIP: Ignore the red text message, like the one below, about your phone extension not being configured:2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 5 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCE6. In the New PIN field, use the onscreen guidelines to decide on a new PIN and then type it in.Guidelines7. In the Confirm PIN field, re-type the same new PIN you chose.8. Click OK.Make sure to keep a record of your Skype PIN for future reference.CREATING/RESETTING YOUR PIN FROM THE SKYPE FOR BUSINESS CONFERENCING WINDOWIf you cannot easily find an existing Skype calendar event for creating your PIN, you can start the processfrom the Skype for Business window as described in this section.1. In your Skype for Business window, click the drop-down next to the Settings icon (A).2. Click Tools (B).2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 6 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCE3. Click Dial-in Conferencing Settings (C)4. Click the Sign In link, which will display similar to the following.5. Without changing anything in the Dial-In Conferencing Settings and PIN Management window, click theSign In button, similar to the following.2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 7 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCE6. Click the Reset your PIN link (A).Ignore thismessage!NOTE: The Dial-In Conferencing Settings and PIN Management window also displays the Conference ID(B) assigned to you for future meetings and the Conference Dial-In Numbers (C) you can use tophone in for meetings.TIP: Ignore the red text message, like the one below, about your phone extension not being configured:2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 8 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCE7. In the New PIN field, use the onscreen guidelines to decide on a new PIN and then type it in.Guidelines8. In the Confirm PIN field, re-type the same new PIN you chose.9. Click OK.Make sure to keep a record of your Skype PIN for future reference.Creating/Resetting your PIN from a MacIf you are using a Mac, use the following steps to get to the dial-in PIN reset area:1. In a Meeting Invitation window, click Set Access Permissions from the Skype drop-down.2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 9 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCE2. Click Phone from the options across the top of the window, then click Get PIN:3. Follow the prompts to select a new PIN. The prompts are very similar to those on the PC.4. When you return to the Phone settings window, click OK.Attending an Already Scheduled MeetingMost people who use Skype for Business Conferencing will be using it to attend (i.e., join) an alreadyestablished meeting. Whether you’re using your desktop, laptop, or a mobile device, the process forattending a meeting will be very similar.Typically, you’ll receive a pop-up reminder about your meeting. Following is a sample desktop reminder(from Outlook) and a sample mobile reminder (from within Skype for Business, if you have the app open):Desktop meeting reminder2019-07-02Skype for Business mobile meeting reminderSfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 10 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCE1. Click the Join Online or Join button to join the meeting.An audio set-up window displays, similar to the following:Desktop audio set-upSkype for Business mobile audio set-up2. Use the audio set-up window to select one of the following audio options:-Use Skype for Business Full Audio (A): Using the full audio/video options available throughSkype. NOTE: If you select this option, you should have a camera and speaker(s) available on thatdevice.-Call me at (B): Receiving a call from Skype for Business using the device phone number youspecify in the field on this pop-up. NOTE: Provide a full telephone number, including area code,without spaces, parentheses, or hyphens.-Don’t join audio (C): No audio option. Only select this option if you plan to view the presentationwithout participating. NOTE: This option may not be available from every device.3. Click OK.If you are the meeting host/leader you may be prompted to type in a PIN.-You will only need the PIN when you are the meeting host and are calling in from a remote locationusing just your phone—not the Skype for Business app.-If you have forgotten your PIN, you can reset it using a link within the meeting invitation.2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 11 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCEA Skype for Business meeting window displays, similar to the following:Desktop Skype for Business meeting windowMobile Skype for Business meeting windowIf you selected Full audio or the Call me at option, you should be able to hear the meeting, and if thepresenter chooses to share his/her screen, it should be visible to you.Options Available During a MeetingPresenters and participants will have a subset of the following options available during the meeting.NOTE: Icons may look slightly different depending on whether you are attending the meeting using adesktop PC or a mobile device like an Android or iOS.OptionDescriptionStart an IM (instant message)Start/stop video cameraExit the meeting2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 12 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCEOptionDescriptionPresent/Share screen. Options include the following: Present DesktopPresent ProgramsPresent PowerPoint FilesAdd AttachmentsMore (Whiteboard / Poll / Q&A)Manage Content (Start/stop sharing video content on the stage, lockto change who can download, remove content from call)Mute/unmute microphoneOther options—Click to select from the following options: Manage Recordings (not currently offered at Michigan Medicine)IM Text Display SizeChange fontHigh PriorityMeeting Entry InfoSkype Meeting OptionsEnd MeetingSkype for Business HelpClick to control the following participant actions: 2019-07-02Mute AudienceNo Meeting IMNo Attendee VideoHide NamesEveryone an AttendeeInvite by EmailSfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 13 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCECreating a Basic Meeting from Your ComputerYou can create a Skype for Business meeting using your desktop or laptop (PC or Mac).NOTE: Creating a Skype for Business meeting on a mobile device such as an iPhone or an Android can bedone but is not recommended. Instructions for creating a meeting on mobile devices can be found later inthis guide.Using Desktops or Laptops to Create a MeetingTo create a new meeting from your desktop or laptop:1. Open your calendar in Outlook.2. From the ribbon on your Outlook calendar, click New Skype Meeting.MAC USERS: The New Skype Meeting option does not display in the main Outlook calendar ribbon onthe Mac. Instead, click Meeting in the calendar ribbon and then click Skype Meeting in the ribbon inthe resulting Meeting window.2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 14 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCEPC & MAC ALTERNATIVE: On both the PC and the Mac, in the Calendar window, you can double clickon the timeslot for the meeting. In the resulting Meeting window, click Skype Meeting and continue tothe next step.A meeting window is displayed, similar to the following:3. In the meeting window, provide the following information:-In the To field (A), type the names or uniqnames of the people you are inviting to the SkypeMeeting.NOTE: Click the To button if you prefer to select attendees from the address book.-In the Subject field (B), type the meeting topic or title.-Use the Start time and End time fields (C) to verify the dates provided or to change them toindicate a different date and time for the meeting.NOTE: Click the calendar icons to the right of the dates if you prefer to select dates rather thantype them in.-The conference Join link, phone numbers, and Conference ID will automatically display in themessage area (D). You can also use this area to type any other pertinent meeting details you2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 15 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCEwant to include with the meeting invitation. For example, if you need attendees to review aparticular document before the meeting, you can type that reminder here.NOTE: If you want to include an attachment with this meeting invitation, click the Insert menu(E) and then click the Attach File paperclip tool in the ribbon. Then browse to find the file youwant to send as an attachment with the meeting invitation.4. If you want to change meeting options, such as permissions or phone settings, click the MeetingOptions button (F) in the message ribbon.For details on these configurable meeting options, refer to Setting Custom Meeting Options, later inthis guide.5. When all of the fields in the Meeting window are filled in and any meeting options changed (if needed),click Send (G).The meeting invitation will be distributed to all invitees. Just as with Outlook meetings, Skype forBusiness conference invites are delivered to invitee inboxes in Outlook. They will also show up in theSkype for Business app if invitees have installed the app on their mobile devices.Setting Custom Meeting OptionsIf you are setting up a Skype for Business conference for smaller, more casual meetings with coworkers,the default settings are generally fine. If any of the following apply to your meeting, you may want toadjust meeting options: You are planning to invite a larger group (more than 10 – 15 people) You are inviting attendees external to Michigan Medicine You have specific meeting permissions you want to set. Recommended if protected healthinformation (PHI) or other sensitive information will be discussed in the meeting.The process for setting custom meeting options looks somewhat different, depending on whether you areworking on a Mac or PC.Setting Customer Meeting Options on a PCTo adjust meeting options on a PC:1. Click Meeting Options from the ribbon in the Meeting invitation window:2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 16 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCEThe Meeting Options window displays, similar to the following:2. Make whatever changes you need to the permissions or phone options (both are described below),then click one of the following:-Remember Settings: Click this button if you want to use the settings you change to remain as yourdefault settings.-OK: Click this button if you want the changed setting to be used for only this one meeting.CHANGING PERMISSION OPTIONSTo change options pertaining to meeting permissions:1. Click Permissions in the left-hand list of options.2019-07-02SfB-DialInConferencing.docx The Regents of the University of Michigan. All Rights Reserved.Page 17 of 41

Skype for Business: Dial-In Conferencing QUICK REFERENCE2. Select one of the radio buttons under Where do you want to meet online?-My dedicated meeting space (less secure) is the default for standard meetings. When this optionis selected, none of the other Permissions options are available for selecting.NOTE: Do not use this option if PHI or other sensitive information will be discussed in the meeting.Instead select the radio button for generating A new meeting space.-A new meeting space (I control permissions) ensures a more secure meeting

CREATING/RESETTING YOUR PIN FROM THE SKYPE FOR BUSINESS CONFERENCING WINDOW If you cannot easily find an existing Skype calendar event for creating your PIN, you can start the process from the Skype for Business window as described in this section. 1. In your Skype for Business wind

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