Transcription
MIGRATION
Agenda: Determine questions and concerns Review pre-migration action items Preview migration process Examine features of Outlook andCalendar Demo productivity apps
PRE-MIGRATION
Step 1
Penn State Office 365 Traininghttps://office365.psu.edu/training/
Penn State Office 365 st/
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:
Make a note ofmeetings & recurringmeetingsStep 5
Note Meetings and RecurringMeetings:
Step 6
Print Your Agenda for Migration Week:
Step 7
Clean up Your Email:You may remove email outside of Penn State’s dataretention policy unless otherwise instructed
Create Folders for Flagged and Taggedemail
Step 8
Update your preferred name inWorkLion:
Step 9
Download Briefcase Data:
MigrationNotes:60
Get Your Apps Now:AndroidiOS
iOS App:InboxCalendar
More Migration Activities: Please do not move message or folders until yourmigration completes. Bookmark Penn State’s Office 365 webpage:http://office365.psu.edu/ The Penn State Outlook Learning Path is a greattool to use when starting off with your newsoftware: k-learning-path
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 MigrationOpen CalendarShare CalendarChangepermissionsSend sharing invitation
After Your MigrationIf necessary, please add meetings/recurringmeetings, tasks and assign any colors/categories
After Your MigrationRules wizard:
After Your MigrationDownload app for iOSDownload app for AndroidManual Configuration Settings (if needed for native clients):User Name: abc123@psu.eduPassword: access account passwordServer: outlook.office365.comDomain: leave blank
After Your Migrationcheck with IT
After Your Migration
Helpful links
Questions?
APP DEMOS
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
