MIGRATION - Pennsylvania State University...•Review pre-migration action items •Preview...
Transcript of MIGRATION - Pennsylvania State University...•Review pre-migration action items •Preview...
MIGRATION
Agenda:
• Determine questions and concerns• Review pre-migration action items • Preview migration process • Examine features of Outlook and
Calendar• Demo productivity apps
PRE-MIGRATION
Step 1
Penn State Office 365 Training
https://office365.psu.edu/training/
Penn State Office 365 Training
http://office365.psu.edu/migration-checklist/
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.
Step 3
Note Your Rules and Filters:
Step 4
Note Your Subscribed Calendars:
Step 5
Make a note of meetings & recurring
meetings
Note Meetings and Recurring Meetings:
Step 6
Print Your Agenda for Migration Week:
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
Step 8
Update your preferred name in WorkLion:
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?
MIGRATION
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:
Outlook 2016 Quick Start
POST-MIGRATION
After Your Migration
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: [email protected]
Password: access account passwordServer: outlook.office365.com
Domain: leave blank
After Your Migration
check with IT
After Your Migration
Helpful links
Questions?
APP DEMOS