MIGRATION CHECKLISTS FOR

OFFICE 365We're glad y o u"r e here and want your Office 365

nni g r ,a t i o n experience to be smooth and painless. Thesec h e c k ll i s t s should pr o vi d, e a clear overview about what to

expect during and after your migra t i o n ..

PennState 0

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 5Make a note of

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 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

More Migration Activities:• 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

Questions?

MIGRATION

PennState

DURING YO UR , MIGRATION WINDOW

• Migration windows begin at 4:30pm and end by 8am the next morning. Your migration may complete at any time between those hours.

• Migration speed can be influenced by mailbox size, number of items, network speed/capacity. If you have a very large mailbox or a large number of items and/or folders, your migration may take longer to complete.

• Please note: Office 365 Mail via the web will work immediately

upon provisioning. This means that at ~5pm on your migration

day, you will be able to access all new emails via the Office

365 website. As the migration continues, you will seeyour old

emails/ folders/ calendar entries/ contacts start to populate.• Forwarding of your email to Office 365 will be done for you.

• You will receive a confirmation email in your Office 365 account when your migration has completed.

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:

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POST-MIGRATION

l o,gi n to Office 365 and set yo,ur language and Ume zone as needed

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"PennState Login

Join. Discover.

Evolve.One Univers ity, seam lesslyconnected, Office 365. 0 Off ice

Hom e Office 365 Applications Project Plan .., News Training FAQs Help

Open Calendar Share Calendar

Send sharing invitation

Change permissions

If necessary, please add meetings/recurring meetings, tasks and assign any colors/categories

Rules wizard:

Download app for iOS Download app for Android

Manual Configuration Settings (if needed for native clients): User Name: abc123@psu.edu

Password: access account password Server: outlook.office365.com

Domain: leave blank

check with IT

AFT E:R. V 10 IU R. M I G1RA 'TI ONI

Personalize your Office 365 web experience

Settings X

Searc all s.ett i ng s p

Them e

Choose your fall'Orite th eme .

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Se tt ing s X

Search all se tt in gs p

T h e meail Mountain Peak

Start page

Set your- start page

Office 365 home page

ems Cance l

N o t i f i ca t i on s:

D cide which notifications you n d.

v RemindersV Reminder sound V New mailV New mail sound

CHIM Can ce l

PasswordChange your pas swo rd .

Your app settings

Office 365

Mail

Ca lendar

People

V;ammer

Office 365 home page

./ Office 355 home page

Outlook

Calen dar

Peo ple

Yammer

OneDr ive

Sll arePoint

Tas ks

De lve

Calend ar People

Yam mer

Sta rt page

Setyour art p,age

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The m elllli Mo u ntain Peak

pSearch all settings

XSe tt i ng s

HE PFULLI I NKS

Questions?

APP DEMOS

PennState