1. MIGRATION

2. Agenda: Determine questions and concerns
Review pre-migration action items
Preview migration process
Examine features of Outlook and Calendar
Demo productivity apps

3. PRE-MIGRATION

4. Step 1

5. Penn State Office 365 Training

6. Penn State Office 365 Training

7. Step 2

8. Saving Your Signature from UCS:
Paste your signature text into a Word document to save.

9. Pasting Your Signature in Outlook:
When migrated, paste your signature text from Word to Outlook.

10. Step 3

11. Note Your Rules and Filters:

12. Step 4

13. Note Your Subscribed Calendars:

14. Make a note of meetings & recurring meetings
Step 5

15. Note Meetings and Recurring Meetings:

16. Step 6

17. Print Your Agenda for Migration Week:

18. Step 7

19. Clean up Your Email: You may remove email outside of Penn State’s data
retention policy unless otherwise instructed

20. Create Folders for Flagged and Tagged email

21. Step 8

22. Update your preferred name in WorkLion:

23. Step 9

24. Download Briefcase Data:

25. Migration Notes: 60

26. Get Your Apps Now:
Android
iOS

27. iOS App:
Inbox
Calendar

28. More Migration Activities:
Please do not move message or folders until your migration completes.
Bookmark Penn State’s Office 365 webpage:
The Penn State Outlook Learning Path is a great tool to use when starting off with your new software: path/office365/outlook-learning-path

29. Questions?

30. MIGRATION

31. During Your Migration Window

32. Log in to Office 365:

33. Select the Outlook Web App:
We will be using Outlook for the Web

34. Outlook Web Setup:
When opening Outlook 365 for the Web the first time

35. Outlook Web Mail:

36. Outlook Web Calendar:

37. Outlook 2016 Quick Start

38. POST-MIGRATION

39. After Your Migration

40. After Your Migration Open Calendar Share Calendar Change permissions
Send sharing invitation

41. After Your Migration If necessary, please add meetings/recurring
meetings, tasks and assign any colors/categories

42. After Your Migration
Rules wizard:

43. Manual Configuration Settings (if needed for native clients):
After Your Migration
Download app for iOS
Download app for Android
Manual Configuration Settings (if needed for native clients):
User Name:
Password: access account password
Server: outlook.office365.com
Domain: leave blank

44. After Your Migration
check with IT

45. After Your Migration

46. Helpful links

47. Questions?

48. APP DEMOS