Office 365 Migration Checklist - Aait.psu.edu

Transcription

MIGRATION

Before YourMigration: Step1

Penn State Office 365 Traininghttps://office365.psu.edu/training/

Penn State Office 365 st/

Before YourMigration –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 YourMigration –Step 3

Note Your Rules and Filters:

Before YourMigration –Step 4

Note Your Subscribed Calendars:

Make a note ofmeetings & recurringmeetingsBefore YourMigration –Step 5

Note Your Meetings and RecurringMeetings:

Before YourMigration –Step 6

Print Your Agenda for MigrationWeek :

Before YourMigration –Step 7

Clean up Your Email:You may remove email outside of Penn State’s dataretention policy unless otherwise instructed

Create Folders for Flagged andTagged email

Before YourMigration –Step 8

Update your preferred name viaWorkLion:

Before YourMigration –Step 9

Download Briefcase Data:

Migration –Notes: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?

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

After Your Migration

Office 365 Home

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

How Do I Access Office 365?User ID: your email address ex.abc123@psu.eduPassword: your access accountpasswordLogin via:Office365.psu.edu(behind web access and 2FA)

Helpful links

Questions?

Penn State Office 365 Training https://office365.psu.edu/training/