User Guide - PepsiCo€¦ · 6 OneDrive- User Guide App Launcher PepsiCo Mail can be accessed if...
34
1 User Guide
Transcript of User Guide - PepsiCo€¦ · 6 OneDrive- User Guide App Launcher PepsiCo Mail can be accessed if...
1
User Guide
2
OneDrive – User Guide
Document Management
Capability
• Create
• Access
• Organize
• Store
• Collaborate
What is OneDrive for Business?
OneDrive for Business is a personal library intended for storing and organizing your
documents. OneDrive for Business lets you access your most important documents from
your desktop or from any device, anywhere.
3
Whenever prompted for credentials use
the following:
Email Address and IDM Password
OneDrive – User Guide
One Drive for Business is
accessible via browser by
navigating to:
https://pepsico-my.sharepoint.com
Upon first
time login enter
your PepsiCo
email address
Subsequent
logins:
PepsiCo
address
auto-filled
Accessing OneDrive ON the PepsiCo Network
Select “Keep me
signed in” (first time only)
4
Whenever prompted for credentials use
the following:
Email Address and IDM Password
OneDrive – User Guide
One Drive for Business is
accessible via browser by
navigating to:
https://pepsico-my.sharepoint.com
Upon first
time login enter
your PepsiCo
email address
Accessing OneDrive OFF the PepsiCo Network, page 1 of 2
At subsequent
logins use your
email address
and password
5
One Drive - User Guide
OneDrive Landing Page
6
OneDrive- User Guide
App Launcher
PepsiCo Mail can be accessed if migration of your mail
account to O365 Has completed - to be completed by
end of 2015
Note: you may experience a slightly different logon
slide, if so - simply click on "Your OneDrive is ready"
1
Once authenticated to One Drive, clicking on the Application
Launcher in the upper left will expand links to other Office 365
capabilities (i.e. Mail and Office Online (Office Web Apps)
7
OneDrive- User Guide
Search 2
Allows you to search your files and the files shard
with you on the defined criteria
8
OneDrive- User Guide
- Navigation Pane
Listing of your directory and files
Search My Files & Files Shared with Me
View List of Files Shared with Me
Files that have
been deleted
"Bookmarked" or
"Favorited" files
Recently viewed
and edited
Files
View Groups which I created
3
Use to view site folders in Sharepoint
9
OneDrive- User Guide
Files Shared with Me
Click Files Shared
with Me to Open a
list of files shared
with you
Click on the "…"
View All Files
Sharer has
Shared with you
Share the File
Open in Office
Online
3
10
OneDrive- User Guide
Following Files (similar to bookmarking)
1. Follow Files
To Create
Bookmarks to
Files
2. View
List of
Followed
Files and
Folders
3
11
OneDrive- User Guide
File Creation using OneDrive
Click ‘New’
And Select
File Type
To Launch
Office
Online
4
12
OneDrive- User Guide
Uploading Files to OneDrive
1. Click
upload to
launch
upload dialog
2. Drag drop
from
Windows
Explorer
4
13
OneDrive- User Guide
Previewing OneDrive Files
1. Hover over "…" next
to file name
2. Scroll pages in
preview mode
4
14
OneDrive- User Guide
Sharing One Drive Files and Folders, page 1 of 2
1. Hover over "…" next to
file name
2. Click Share
3. Share with Pilot Users
or Office 365 Mail Users
or Groups
4. Set Share
permission
File Sharing
Continued
4
15
OneDrive- User Guide
Sharing One Drive Files and Folders, page 2 of 2
Send Optional
Email with Note
Who has this File or
folder been Shared
with
Copy Link
(URL) to File or
Folder
Click Share to
Complete Share
Request
4
16
OneDrive- User Guide
Editing Files using Office Online
3. Edit with
Powerpoint Online
4
This is CRITICAL: Select
"Edit in Powerpoint
Online"
or you will offline and
not working
collaboratively
Select a
document to
open it
You can now work
collaboratively
17
OneDrive- User Guide
Co-Authoring/Co-Editing OneDrive Files, page 1 of 3
View Co-Authors’ Editing Locations
Excel Example
It is easy to recognize If multiple users are
editing a file at the same time.
You can identify co-authors by highlighted
boxes of the pages and secitons they are
editing
By hovering over the icon you can idenitfy
the user's name
View
Co-Authors
When editing is done, click on the app
launcher, click on One Drive to return to
One Drive.
18
OneDrive- User Guide
Co-Authoring/Co-Editing OneDrive Files 2/3 Powerpoint
Example Co-Authors
View Co-Authors’ Editing Locations
It is easy to recognize If multiple users are
editing a file at the same time.
You can identify co-authors by highlighted
boxes of the pages and secitons they are
editing
By hovering over the icon you can idenitfy
the user's name
When editing is done, click on the app
launcher, click on One Drive to return to
One Drive.
19
OneDrive- User Guide
Co-Authoring/Co-Editing OneDrive Files 3/3
Word Example
Co-Authors
View Co-Authors’ Editing Locations
It is easy to recognize If multiple users are
editing a file at the same time.
You can identify co-authors by highlighted
boxes of the pages and secitons they are
editing
By hovering over the icon you can idenitfy
the user's name
When editing is done, click on the app
launcher, click on One Drive to return to
One Drive.
20
OneDrive- User Guide
File List - Deleting OneDrive Files 4
2. Click on More
3. Click on Delete
1. Select the file
by checking it
21
OneDrive- User Guide
Log off of One Drive
(Recommended)
Account Settings - Logging off OneDrive 5
22
File and Library Management
23
OneDrive- User Guide
File Management 1/5
1. Click on ellipses next to
file name 2. Click on second
ellipses in File Preview
Window
File Management
Capability
File Management
Continued
24
OneDrive- User Guide
File Management 2/5
File Management Capability -
Alternate Interfaces to Access
Functionality
Launches Office Web App
Download to Desktop
Download to Desktop
Edit File Name
Send File to Recycle Bin
Organize Files / Folders
View prior Versions
View/Edit Properties
Lock Files
Follow Files
File Management
Continued
25
OneDrive- User Guide
File Management 3/5
File Management
Continued
Select Version History of a File
Prior Versions of a File may be 1)
Viewed, 2) Restored to Latest
Version, or 3) Deleted
26
OneDrive- User Guide
File Management 4/5
File Management
Continued
Select Move/Copy Files on a File or Folder
Move/Copy
Toggle Switch
27
OneDrive- User Guide
File Management 5/5
Recycle Bin – Two Stages
Click to View
Contents of First
stage Personal
Recycle Bin Select File(s) slated for
Deletion or Restoration
Delete* or
Restore
* Note: Files
deleted from 1st
stage recycle
bin are sent to
2nd Stage
recycle bin
for 30 days
before
irreversible
purging occurs
28
OneDrive- User Guide
Advanced File Management
Set Alerts on a
File Upload New
File Or Upload
New Version to
an existing file
29
OneDrive- User Guide
Advanced Library Management
Share
Library
Modify Library
Columns,
Permissions,
Views, etc…
Manage Alerts
when changes
occur in the
Library
Filtered Views
of the
Document
Library
“Documents” = Default One Drive Document Library
Ribbon Functionality is applicable to the entire Documents
Library
30
Using Groups in OneDrive
* Note you must have Office 365 Mail enabled
to create and manage groups
PepsiCo wide Rollout is underway
31
OneDrive- User Guide
Office 365 Groups/One Drive Groups, page 1 of 4
Mail, One Drive,
SharePoint, Yammer, etc…
Office 365
Groups
can be
used in
1. To Create a Group
Click the ‘+’ in the Left
Navigation to Launch the
Create Group UI in office
365 Outlook
* Note you must have Office 365 Mail enabled
to create and manage groups
Office 365 Group
Continued
Groups are used for: File Sharing,
Group Conversations, Calendar Events
32
OneDrive- User Guide
Office 365 Groups/One Drive Groups, page 2 of 4
1. After filling out
The required fields
Click ‘Create’
2. Search for and Add
Members to the Group
Return
to One
Drive
Office 365 Group
Continued
33
OneDrive- User Guide
Office 365 Groups/One Drive Groups, page 3 of 4
New Group
Created and
available for
File and Folder
sharing
Office 365 Group
Continued
34
OneDrive- User Guide
Office 365 Groups/One Drive Groups, page 4 of 4
To Manage the
Group Click on
the Group Name
in the Left
Navigation
