Post on 21-Jun-2020
MIGRATION
Penn State Office 365 Training
https://office365.psu.edu/training/
Penn State Office 365 Training
http://office365.psu.edu/migration-checklist/
Before Your Migration –Step 2
Saving Your Signature from UCS:
Paste your signature text into a Word document to save.
Pasting Your Signature in Outlook:
When migrated, paste your signature text from Word to Outlook.
Before Your Migration –Step 3
Note Your Rules and Filters:
Before Your Migration –Step 4
Note Your Subscribed Calendars:
Before Your Migration –Step 5
Make a note of meetings & recurring meetings
Note Your Meetings and Recurring Meetings:
Before Your Migration –Step 6
Print Your Agenda for Migration Week :
Before Your Migration –Step 7
Clean up Your Email:
You may remove email outside of Penn State’s data retention policy unless otherwise instructed
Create Folders for Flagged and Tagged email
Before Your Migration –Step 8
Update your preferred name via WorkLion:
Before Your Migration –Step 9
Download Briefcase Data:
Migration –Notes:
60
Get Your Apps Now:
Android iOS
iOS App:Inbox Calendar
• Please do not move message or folders until your migration completes.
• Bookmark Penn State’s Office 365 webpage: http://office365.psu.edu/
• The Penn State Outlook Learning Path is a great tool to use when starting off with your new software: https://itld.psu.edu/learning-path/office365/outlook-learning-path
More Migration Activities:
Questions?
During Your Migration Window
Log in to Office 365:
Select the Outlook Web App:
We will be using Outlook for the Web
Outlook Web Setup:
When opening Outlook 365 for the Web the first time
Outlook Web Mail:
Outlook Web Calendar:
After Your Migration
Office 365 Home
After Your Migration
Open Calendar Share Calendar
Send sharing invitation
Changepermissions
After Your MigrationIf necessary, please add meetings/recurring
meetings, tasks and assign any colors/categories
After Your Migration
Rules wizard:
After Your Migration
Download app for iOS Download app for Android
Manual Configuration Settings (if needed for native clients):User Name: abc123@psu.eduPassword: access account passwordServer: outlook.office365.comDomain: leave blank
After Your Migration
check with IT
After Your Migration
How Do I Access Office 365?
Login via:Office365.psu.edu
(behind web access and 2FA)
User ID: your email address ex.abc123@psu.edu
Password: your access account password
Helpful links
Questions?