Requirements

Basic requirements for UW-Madison's Office 365 Teams:

1. UW-Madison NetID
2. Access to Teams.  The web browser version available through https://mail.wisc.edu or the desktop client, installed from https://teams.microsoft.com/downloads.  The best experience is offered through the desktop client.
3. A headset with a microphone or a portable speakerphone.  These devices typically connect using USB or Bluetooth; if there's a cable, then connecting using USB is recommended.
4. Optional video device for video support during chat sessions.
5. Stable wireless or wired network connectivity (Cellular service can be used and will consume a portion of your data plan).

Step-by-step guide

Part I - install Teams desktop application.  If installed, please read Part II to host single or multiple chat participants in a conference call.

This installation is for Windows 10 based workstations and laptops:

Steps if you are in a supported Department of Surgery building and you are using your Windows-based workstation or laptop (not a conference room and not working remotely).

1. Login to your workstation using your surgery credentials.
2. Double-click on the folder in the taskbar (Windows File Manager) and then click on "This PC" and then double-click on "Zenworks Agent."
3. Locate Microsoft Teams in the Application folder and double-click to start the installation process.
4. When installed, close the open ZenWorks window, and locate the Microsoft Teams' icon on the desktop.
5. Double-click to start the application.
6. Login to Teams using your NetID and Duo MFA.

Steps if you are using a Department of Surgery conference room workstation.

1. Login to the conference room workstation as avguest.
2. Locate Microsoft Teams on the desktop.
3. Double-click to start the application.
4. Login to Teams using your NetID and Duo MFA.

Steps if you are using a non-Department of Surgery, e.g. home office, system

1. Point your browser to https://teams.microsoft.com/downloads and download and install the application.
2. Double-click to start the application.
3. Login to Teams using your NetID and Duo MFA.

Step by Step Guide - Hosting a Chat Call (one to one and one to many)

Once installation is completed and you are successfully logged in to Teams, follow these steps to host a conference call (one to one, or one to many) using Teams Chat feature.  This also assumes you have connected your audio headset and microphone.  If you need to test the headset audio configuration, in Teams click your profile picture in the upper right toolbar, click Settings > Devices.  Typically Teams is knows which device to adopt for call use and to validate that the settings are correct, press the "Make a Test Call" button.  If you are unable to hear audio in your headset, drop down the list of "Audio Devices" and change the selection to your audio headset brand.  Repeat the test to confirm your audio headset and microphone are selected.  This further assumes that each participant in the call has Teams installed and is logged in to the application.

Steps for one to one calls and expanding to group calls (conference calls):

1. From the Teams menu bar on the left of the desktop application, choose "Chat."
2. In the top center of the application, in "Search or type a command" click on the box and start typing the name of the person with whom you want to chat, or call.
3. When the name match appears, click on it and Teams will select that contact as the person with whom you want to start a chat, or call.  Note that Teams uses stop light colors (Red, Yellow, Green) to indicate if the contact is online and available.  Teams reads your Outlook calendar and flags your presence as red (or unavailable) if you have a meeting scheduled; this does not mean you cannot participate in a call and it is an indicator of your calendar's schedule.
4. To initiate a one to one call, press the phone handset icon in the upper right corner.  This will initiate the call and the contact for the call will receive visual and audible indicators to accept the call.
5. Conduct the call as you would a phone call (video is optional); other in-call options are screen sharing and chat.
6. To conference call, click on the group icon in the upper-right corner of the Teams chat window.  When clicked, Teams will prompt you to add contact names and when they match, click on the contact to add them to the call.
7. When the call is complete, click the red icon to "hang up" or disconnect the call.
8. Image showing call initiation and how to increase the number of callers on the call (conference call):
   1. Green arrow is the call initiation button.
   2. Red arrow is to expand the callers (conference call) to more than one.
   3. 
      

FAQs and Support

• For support questions, please contact Surgery IT at help@surgery.wisc.edu or 608-265-5656.
• Support hours are M - F 8:00am to 4:30pm.