MIGRATION

Before Your Migration: Step

1

Penn State Office 365 Training

https://office365.psu.edu/training/

Penn State Office 365 Training

http://office365.psu.edu/migration-checklist/

Before Your Migration –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 Your Migration –Step 3

Note Your Rules and Filters:

Before Your Migration –Step 4

Note Your Subscribed Calendars:

Before Your Migration –Step 5

Make a note of meetings & recurring meetings

Note Your Meetings and Recurring Meetings:

Before Your Migration –Step 6

Print Your Agenda for Migration Week :

Before Your Migration –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

Before Your Migration –Step 8

Update your preferred name via WorkLion:

Before Your Migration –Step 9

Download Briefcase Data:

Migration –Notes:

60

Get Your Apps Now:

Android iOS

iOS App:Inbox Calendar

• 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

More Migration Activities:

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 Migration

Open Calendar Share Calendar

Send sharing invitation

Changepermissions

After Your MigrationIf necessary, please add meetings/recurring

meetings, tasks and assign any colors/categories

After Your Migration

Rules wizard:

After Your Migration

Download app for iOS Download app for Android

Manual Configuration Settings (if needed for native clients):User Name: abc123@psu.eduPassword: access account passwordServer: outlook.office365.comDomain: leave blank

After Your Migration

check with IT

After Your Migration

How Do I Access Office 365?

Login via:Office365.psu.edu

(behind web access and 2FA)

User ID: your email address ex.abc123@psu.edu

Password: your access account password

Helpful links

Questions?