IntroductionWelcome| 00:00 | (music playing)
| | 00:04 | Hi and welcome to Up and Running
with Office 365. I am David Rivers.
| | 00:08 | With Office 365 you'll be able to
access your email, your contacts, your
| | 00:13 | calendar, and work with all your
important documents from virtually anywhere on
| | 00:17 | any device without
installing a simple piece of software.
| | 00:21 | This course is designed to get you
introduced to the many features and functions
| | 00:25 | of this subscription-based service.
| | 00:27 | With so much to cover, let's get
you Up and Running with Office 365.
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| Using the exercise files| 00:00 | If you're a Premium subscriber
with lynda.com, you'll have access to
| | 00:04 | the exercise files.
| | 00:05 | And the exercise files allow you to
follow along with me step by step.
| | 00:09 | So, if you plan on using them, I highly
recommend placing them in a convenient
| | 00:13 | location, such as your desktop.
Double-click the folder and you'll see some
| | 00:17 | files in there that we will be using
in some of the movies as we move through
| | 00:21 | the chapters in this title.
| | 00:22 | Now if you don't have access to
the exercise files, not to worry.
| | 00:26 | You can try using your own files as
you follow along, or you can still learn
| | 00:31 | lots by simply sitting
back, relaxing, and watching.
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1. About Office 365What is Office 365?| 00:00 | Before we dive into setting up and using
Office 365, you might be wondering what
| | 00:05 | Office 365 is exactly and how it can be used.
| | 00:09 | Well, a simple definition of Office
365 might be, a hosted collaboration
| | 00:13 | and productivity suite.
| | 00:15 | Hosted meaning everything you need is
online and accessible from virtually
| | 00:19 | anywhere because it's not
installed locally on your computer.
| | 00:22 | And then there's collaboration and
productivity, meaning you get anywhere access
| | 00:26 | to your emails, your contacts, your
calendar, and web-based versions of the
| | 00:31 | Office suite apps like Word, Excel,
PowerPoint, Outlook, and OneNote. And because
| | 00:35 | Office 365 includes SharePoint
connectivity, sharing and collaborating on the
| | 00:40 | files you create with these
web apps has never been easier.
| | 00:43 | Office 365 is not simply a web
version of Office 2013, and it shouldn't even be
| | 00:50 | thought of as Microsoft answer to
Google apps. Yes, you get cloud-based, or
| | 00:55 | web-based, versions of Word, and Excel,
PowerPoint, and OneNote, but you'll also
| | 00:59 | get Exchange for your email
platform and Outlook web access.
| | 01:05 | You get SharePoint for document sharing
and collaboration, and you get access to
| | 01:09 | communication services that give you
instant messaging, HD video conferencing,
| | 01:14 | PC phone calling, and more.
| | 01:16 | Now, let's talk about it works now.
| | 01:19 | Office 365 is a subscription-
based service targeted to home users,
| | 01:24 | professionals, and businesses.
| | 01:26 | You pay a monthly fee per person,
whether it's your own home version or in your
| | 01:30 | organization, which when calculated can
be far cheaper than running all these
| | 01:34 | apps locally on servers and end-user
computers while hiring personnel to
| | 01:38 | administer and maintain them.
| | 01:39 | There are different plans for different
home or business scenarios at different
| | 01:43 | costs, and we will discuss those plans
in greater detail in the next movie.
| | 01:47 | The first person to sign up for the
Office 365 subscription is automatically
| | 01:52 | made an administrator with admin
privileges. Then the administrator can
| | 01:56 | define and add new users.
| | 01:59 | Of course users added to the system can
have different levels of access as well,
| | 02:03 | so you can actually have
more than one administrator.
| | 02:05 | The cool thing is, you don't have to be a
Microsoft certified systems engineer to
| | 02:09 | be an administrator in Office 360.
| | 02:12 | One can get by with some fairly basic
knowledge of Microsoft Office, a little
| | 02:16 | SharePoint, Outlook, and
Exchange knowledge, and little more.
| | 02:20 | New email accounts can be opened for
users, and existing email accounts can also
| | 02:24 | be used. Team sites can be created
using SharePoint services for sharing and
| | 02:29 | collaborating on files, and instant
messaging, high-def video conferencing, live
| | 02:33 | meetings can all be accessed via the
Lync Online service if you decide to
| | 02:37 | install it. There is also Windows
Live and Windows messaging. All right!
| | 02:41 | Let's talk about using Office 365.
| | 02:43 | For people in your organization,
they'll access your Office 365 portal and they'll
| | 02:49 | log in with their email address and a
password provided by the administrator.
| | 02:53 | They will change a password
when they log in for the first time.
| | 02:57 | From their homepage users can then
access the web-based versions of the
| | 03:00 | Microsoft Office Apps, Outlook, and SharePoint.
| | 03:04 | They can also access Lync Online, and
if on the appropriate subscription plan,
| | 03:10 | Web app versions of Word, Excel, and
PowerPoint, for their mobile devices. All right!
| | 03:15 | Some additional key points.
| | 03:17 | Although Office 365 is cloud-based,
allowing you to work from anywhere on almost any
| | 03:22 | device, you can work offline and sync
up later with Outlook and SharePoint.
| | 03:28 | You can continue to use your
full-fledged Office apps installed locally on your
| | 03:33 | computer and set them up to
give you quick access to the cloud.
| | 03:36 | It's reliable. Microsoft provides a
financially backed 99.9% uptime guarantee, and
| | 03:43 | Office 365 maintains the latest
defenses against viruses and spam.
| | 03:48 | So, with a basic understanding of
what Office 365 is, let's explore the
| | 03:52 | various subscription plans that are
available, beginning with options for home
| | 03:56 | users. We will do that next.
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| Choosing the right plan| 00:00 | Depending on your own personal or
business scenario, there are a number of
| | 00:04 | different Office 365 plans to choose
from, with different services you can
| | 00:08 | subscribe to, each with
their own pricing structures.
| | 00:12 | The pricing we see at the time of this
recording is of course always subject to change.
| | 00:16 | Let's take a look at some of them now
to give you an overview. We will begin
| | 00:20 | with Office 365 Home Premium.
| | 00:23 | Now, this best for families wanting full
access to the Office programs on up to
| | 00:27 | five PCs or Macs, plus cloud services
all as a convenient annual or monthly
| | 00:34 | subscription. 99 bucks a year or $10 a month
gets you access to Office 365 Home Premium.
| | 00:42 | Also includes Word, Excel,
PowerPoint, OneNote, Outlook, Publisher,
| | 00:45 | and Microsoft Access.
| | 00:47 | You get 20 GBs of cloud-storage. That's
on SkyDrive, Office on Demand, which are
| | 00:53 | the web app and mobile app versions of
the Office Apps, and 60 minutes of Skype
| | 00:59 | calls per month included in this plan.
| | 01:01 | Now for small businesses wanting web-
based communications and productivity
| | 01:06 | services, we have something
called Office 365 for small business.
| | 01:11 | Now this is for up to 25 users. You also get
access to Office Web Apps, but not the mobile apps.
| | 01:18 | You get hosted email, web conferencing.
| | 01:21 | You can create your own public
website, and there's built-in spam and
| | 01:24 | malware protection.
| | 01:26 | For small businesses wanting web-based,
communication and productivity service
| | 01:29 | and the ability to work virtually
anywhere--at the desktop or on the go--there is
| | 01:34 | something called the Office 365 for
Small Business Premium plan--a little more
| | 01:39 | expensive at $16.10 per user, per
month, again for up to 25 users. You get a
| | 01:44 | subscription to the desktop versions of the
Office Apps on five PCs or Macs. That's per user.
| | 01:51 | You also get access to the Office
Web Apps and then the Mobile apps for
| | 01:55 | your mobile devices.
| | 01:57 | You also get the other options we saw
in the previous plan, like hosted email,
| | 02:01 | web conferencing, a public website,
and spam and malware protection.
| | 02:06 | Now, perfect for companies with fewer
than 300 users that want business-class
| | 02:11 | email, file sharing, conferencing, and
other productivity services in the cloud
| | 02:16 | plus the desktop versions of Office,
| | 02:18 | you can see we have something
called Office 365 Midsize Business.
| | 02:22 | At $15.40 per user, per month,
| | 02:25 | you can have up to 300 users on this
plan. You get that subscription to the
| | 02:29 | desktop versions of the Office Apps on
five PCs or Macs per user, access to the
| | 02:35 | Office Web Apps and the Mobile apps,
web conferencing, public websites, an
| | 02:40 | intranet site as well as active
directory integration, site mailboxes, and spam
| | 02:46 | and malware protection.
| | 02:47 | Then we move on to some
of the enterprise options.
| | 02:51 | Now, enterprise options are best for
companies with more than 250 users wanting
| | 02:56 | everything in the Midsize Business plan
plus advanced enterprise services and
| | 03:01 | options for advanced compliance,
management, and voice capabilities.
| | 03:05 | Notice unlimited users in each of the
plans, business-class email, file sharing,
| | 03:10 | conferencing, productivity services.
Also you get some advanced enterprise
| | 03:15 | services, tools to support compliance,
hosted voicemail, just a couple of
| | 03:20 | examples. And there are also some
other plans for education and government.
| | 03:25 | So, specialized plans at reduced rates
for accredited educational institutions
| | 03:30 | and government organizations.
| | 03:31 | So, if you're in that scenario, it's not
necessary, but probably, best to contact
| | 03:37 | your Microsoft account rep for details.
| | 03:39 | Now once you have decided which plan is
best for you or your business, you want
| | 03:43 | to make sure you're equipped
to run the service properly.
| | 03:46 | In the next movie we will explore the
system requirements for running Office 365
| | 03:50 | from a Windows PC or a Mac.
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| System requirements| 00:00 | Well, before getting started with
Office 365 and subscribing to the plan that
| | 00:05 | best suits your needs,
| | 00:06 | you want to be sure your computer, or
computers, are going to meet the system
| | 00:10 | requirements to run the
subscription service properly.
| | 00:12 | So, let's take a quick look at what you'll need,
beginning with your Windows PC.
| | 00:17 | To get the full Office 365 experience
Microsoft recommends that customers meet
| | 00:21 | these system requirements.
| | 00:24 | Your processors needs to be 1 GHz
or faster if it's x86. If you're going to
| | 00:29 | be using a 64-bit machine you will want
the 64-bit processor with SSE2 instruction set.
| | 00:35 | As far as memory goes, you'll need
1GB of RAM on a 32-bit machine, 2GB of
| | 00:40 | random access memory if
you're on a 64-bit machine.
| | 00:44 | Next is your monitor. It needs to be
1024 x 526 or higher resolution, and
| | 00:50 | your operating system can be Windows 7, 8, or
Windows 2008 R2 if it's got .NET 3.5 or later.
| | 00:58 | You'll need a browser. Internet
Explorer 8, 9, or 10 will work. Firefox 10.X
| | 01:03 | anything, or above, as well as Google
Chrome 17 point anything, and above, and
| | 01:08 | obviously you'll need an Internet connection.
| | 01:10 | Now if you're going to be running
Office 365 on a Mac computer, Microsoft
| | 01:15 | recommends that customers meet these
system requirements. An Intel processor.
| | 01:19 | You'll need at least 1 GB of RAM, same
resolution for the monitor 1024 x 526, or higher.
| | 01:26 | OS X needs to be 10.6 or later. And for
your browser, Safari 5 will work, Firefox
| | 01:32 | 10.x anything or above, as well
as Google Chrome 17 point anything.
| | 01:36 | And again, on your Mac, just like
your Windows PC, you will need an
| | 01:40 | Internet connection.
| | 01:41 | All right, now that we know what we need
to run Office 365, it's time to dive right
| | 01:46 | in and start using it.
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2. Getting Started as the AdministratorA tour of the user interface| 00:00 | Just before we take a tour of the
Office 365 user interface and get comfortable
| | 00:04 | in our surroundings,
| | 00:06 | if you want to follow along with me,
obviously you'll need to subscribe to Office 365.
| | 00:11 | Now, if you are not sure about whether
or not this is for you, there are free
| | 00:15 | trials for many of the different versions, or
packages available to you, so let's a look now.
| | 00:20 | Here at office.microsoft.com, looking
at the homepage, you'll see a Try it
| | 00:25 | today link here for Office 365.
| | 00:26 | Now this is for business. If we go to
PRODUCTS and scroll down a little bit,
| | 00:32 | you'll notice that we have Try it
now links for Home users, their Small
| | 00:36 | Business, even for Midsize Businesses.
| | 00:39 | But even further, if you were to go to
be Compare options link, you'll be able to
| | 00:43 | see exactly what you're
getting in that free trial.
| | 00:45 | For example, I've already
subscribed to the Small-Business trial.
| | 00:49 | If we go to Compare options, you'll
see there are many different options for
| | 00:53 | Small Business. The pricing we see at
the time of this recording is of course
| | 00:58 | always subject to change.
| | 01:00 | Abd the one that offers a Free trial,
is this one right here, Office 365
| | 01:04 | Small Business Premium.
| | 01:06 | So that's what I'm going to be using.
As you scroll down, you can see all of
| | 01:10 | the things you get with
that type of subscription.
| | 01:12 | So with the one-month trial, it gives you
good opportunity to try it out, see if
| | 01:16 | it's right for you.
| | 01:17 | You can also sign in directly from here,
| | 01:20 | once you've actually created your
account. Clicking Sign in gives you a couple
| | 01:24 | of options your Microsoft account,
or your Organizational account.
| | 01:28 | So, if you set it up for an
organization like a small business you could go
| | 01:32 | here, and that will take
you to the login screen.
| | 01:34 | I would create a shortcut to this screen that
would allow you to log in or sign in at any time.
| | 01:40 | Now, you might not see an actual account
or User ID here, and if that's the case,
| | 01:45 | you're looking at a user ID field
that's blank, along with a password field.
| | 01:49 | But as you create your user IDs, it
will be remembered if you choose the
| | 01:54 | Remember me checkbox. That means going
forward, you can show your saved user IDs,
| | 02:00 | select the right one, and just click
Sign in. All you'll need is your password.
| | 02:04 | When you click Sign in
you're taken to your Home page.
| | 02:08 | Now remember, the first person to set up
Office 365 is the administrator. You're
| | 02:13 | automatically given administrator privileges.
| | 02:15 | So, the first thing you're going to
see here is our Getting started pane, and
| | 02:19 | across the top you will notice in
the top-left corner an Office365 link.
| | 02:24 | Clicking this will always take you
to office.com, right to the homepage.
| | 02:29 | We also have links across the top for
going to Outlook, or Calendar, People,
| | 02:33 | Newsfeeds, SkyDrive, Sites, and you'll also
see, if you're the administrator, an Admin link.
| | 02:39 | You notice that that's where were
taken to automatically when we sign in.
| | 02:43 | You will see that little arrow
pointing up, just below admin.
| | 02:46 | You'll also see help: for example Get
right to work check email, schedule
| | 02:50 | meetings, et cetera, and you can see
that involves SkyDrive. You can close these
| | 02:54 | balloons up if you don't want them.
| | 02:57 | And in fact, when you go down to the
Getting started pane here that shows up in
| | 03:00 | blue, you can start creating an email
address for yourself, customizing your
| | 03:05 | Office 365 email to your own company email.
| | 03:09 | There are some collaboration options to
be set up, your public website that comes
| | 03:14 | with your free trial, as well as
software for downloading the latest version of
| | 03:18 | Office and other
desktop, phone, and tablet apps.
| | 03:22 | If you don't care to see, this there
is a Hide the Getting started pane.
| | 03:26 | Now going forward this is really what
you're going to see as the administrator.
| | 03:29 | You'll see sections here like service settings.
| | 03:32 | Here is where we go to set up email,
calendar, and contacts, as well as sites
| | 03:37 | and document sharing. There is instant messaging,
meetings, and conferencing, and mobile access.
| | 03:43 | Now as we move through the various
lessons and chapters in this title, we will be
| | 03:47 | going to things like adding
users and resetting passwords.
| | 03:51 | You'll see licenses as well, where
we can manage and purchase additional
| | 03:54 | licenses if we want.
| | 03:56 | With this particular free trial we get
10 licenses. One is taken up by ourselves,
| | 04:01 | but then we have nine more in this
particular trial where we can set up licenses
| | 04:06 | for nine additional users.
| | 04:09 | Also domains where we can manage our
website and our email domains, and we can
| | 04:14 | see down below service status, support,
and setup, which has a link to take us
| | 04:19 | back to that Getting started pane if
you want it back. Ao at anytime give it a
| | 04:23 | click and you're back here.
| | 04:24 | What you're going to see are wizard-
driven step-by-step instructions for
| | 04:28 | setting up each of the various
sections like email, collaboration, your
| | 04:32 | website, and so on.
| | 04:34 | As you go across the top here as well,
you'll notice we can go directly to our
| | 04:38 | Outlook by clicking Outlook.
| | 04:40 | That will take you to another page, and
you'll be using the Outlook Web App in this case.
| | 04:47 | From here, you'll notice that we have a
setup for our own email. We have a pane
| | 04:53 | that shows us a list of our messages,
and any message that is selected is
| | 04:57 | displayed over here on the right-hand side.
| | 05:00 | Same thing if we go to Calendar. We will
be looking at our own Calendar. And your
| | 05:04 | users will have their own
Outlook, Calendar, People links etc.
| | 05:08 | The only thing that users won't
have, if you don't set them up as
| | 05:11 | administrators, is this Admin link.
| | 05:13 | So, we go back to Admin, at any time we
can come here to set up new users, create
| | 05:19 | email addresses for our
users, licensing, et cetera.
| | 05:23 | Also, from your own name
dropdown you can sign out at any time.
| | 05:29 | It's recommended of course if you're
going to be leaving your computer to sign out.
| | 05:33 | And then there are settings you can
access as well by clicking this little cog
| | 05:37 | icon for Office 365 settings. Click
the link and you will getting into more
| | 05:42 | specific settings for yourself, for
software, changing your password, et cetera.
| | 05:48 | I am going to go back to Admin.
| | 05:51 | So, that's a quick tour of the user
interface and the various areas that you can
| | 05:56 | access as an administrator,
and as a regular user.
| | 06:00 | The very first thing you're going to
do as an administrator is begin to set up
| | 06:04 | new users and their emails.
We will talk about that next.
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| Defining and adding users| 00:00 | When you subscribe to Office 365, or
even sign up for a free trial, you're
| | 00:05 | automatically made the administrator.
| | 00:08 | The person who initiates Office 365
automatically gets those permissions, and as
| | 00:13 | the administrator, they are number of
things that you will want to do, beginning
| | 00:17 | with setting up new users.
That's what we're going to do right now.
| | 00:20 | If you're in a home environment,
new users might be family members.
| | 00:23 | You will all have your own login.
| | 00:25 | If you're in a small business or
enterprise environment, it will be office
| | 00:28 | workers. Regardless, as the
administrator with the Admin selected up at the
| | 00:32 | top, you can go down into the lower
half and you go to the users and groups
| | 00:37 | section to click Add Users. You will
also see we can reset passwords and do
| | 00:41 | more from this link as well.
| | 00:43 | We'll give it a click this will take us
to the users and groups section. With
| | 00:47 | users selected over here on the left,
you'll see your own account--there's mine
| | 00:51 | David Rivers--and with it highlighted
or selected, I'll see information over
| | 00:56 | here on the right, as well as a
link to reset my password at any time.
| | 01:00 | Now, as I begin to add users, I can go
down the list here and do the exact same
| | 01:05 | thing for other users.
| | 01:07 | How do we get them there? Ce click
the plus sign. Clicking the plus sign
| | 01:11 | allows us to create a new user and use
up one of our licenses that is available
| | 01:17 | to us depending on the
version that we've subscribed to.
| | 01:20 | First though, we need some details
about this new user, a First Name.
| | 01:24 | I'm going to type in Karen, hit my
Tab key to get to the Last Name field,
| | 01:30 | and type in Leslie.
| | 01:31 | As I hit tab you'll notice display
name is created for me. That's fine.
| | 01:35 | It uses the First Name and Last Name.
| | 01:37 | I can hit Tab again.
| | 01:38 | At this point I'll create
a username for this person.
| | 01:41 | So, I'll type in kleslie. Notice the
rest is created for me, using my domain
| | 01:48 | that was created when I
first subscribed Office 365.
| | 01:52 | If I wanted to add additional details I
could. Typically in a home environment
| | 01:56 | you wouldn't go to this dropdown; in
an office environment though, you might
| | 02:00 | want to add things like job
title, department, and so on.
| | 02:04 | Let's make here the chief financial
officer, CFO, in the Finance Department. I
| | 02:10 | could add office numbers, phone numbers,
cell phones, and you can see there's a
| | 02:15 | lot of a different fields that
are optional, but can be filled out.
| | 02:19 | I think I have everything I need,
so at the bottom I'll click Next.
| | 02:23 | Now this takes us down the
left-hand side to Settings.
| | 02:28 | Here is where we can decide if this
person will also be an administrator.
| | 02:33 | As the lone administrator when you
first sign up, you have the ability to give
| | 02:37 | admin permissions to
additional users that you might add.
| | 02:41 | So, should this person be an
administrator. If we choose Yes, we need an
| | 02:45 | alternate email, so if the person
forgets their password, you will use this email
| | 02:50 | to reset and sign in
into the Office 365 account.
| | 02:54 | If you choose No, that field disappears.
| | 02:57 | I don't think Karen
needs to be an administrator.
| | 03:00 | I do have to choose their location. It
could be the same as mine, Canada, but you'll
| | 03:05 | notice a number of different countries
around the world to choose from. Then we
| | 03:09 | will click Next, and this takes us to
our licenses. You'll see your current set of
| | 03:14 | licenses available, nine
of 10 licenses available.
| | 03:17 | I am using one. One is going to get
used up though if this is checked off for
| | 03:21 | our new user Karen Leslie.
| | 03:23 | If I deselect that, they won't have access
to anything. They will just be a user. I
| | 03:28 | need them to have access to Office 365
and all of the features and functions.
| | 03:33 | So, clicking Next takes
me to my email section now.
| | 03:37 | The new users and any corresponding
temporary passwords are going to be
| | 03:42 | displayed on the next page.
| | 03:44 | You can also email these results, as
you can see from these instructions, to
| | 03:48 | up to 5 recipients including yourself.
| | 03:51 | Now by default, you'll see your own
email in there. You'll receive an email with
| | 03:55 | all of that information that you
can forward on to the new user.
| | 03:59 | If you wanted to, you could add that new
user's email here. All you need to do is
| | 04:04 | use a semicolon and type it in.
| | 04:07 | I am going to leave it at
just me and click Create.
| | 04:11 | So, here are the results, there's our
new user, there's the temporary password,
| | 04:16 | I'm receiving an email with this
information that I can forward onto the person.
| | 04:20 | Now if I wanted I can continue creating
another new user; otherwise, I'll click Finish.
| | 04:28 | Now clicking Finish will take us back
to users and groups, where we started, and
| | 04:31 | you'll notice there is a
new user here, Karen Leslie.
| | 04:34 | We can click that name, we can go
over here to make changes or edit that
| | 04:39 | account, we can delete this account
at any time by clicking the garbage can
| | 04:44 | icon, and here's where we go to reset
that person's password if they forget it.
| | 04:48 | All we are going to do though, is click this
back button in the top-left corner to go
| | 04:53 | back to our admin tasks.
| | 04:55 | And that's all there is to
creating a new user. Depending on your
| | 04:58 | licenses, you'll want to set up new
users for everyone at home or in your
| | 05:03 | office environment.
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| Opening email accounts for users| 00:00 | This next movie will be most relevant
to those of you who are in a business
| | 00:04 | environment and plan on using Office 365 there.
| | 00:08 | Think of a scenario where you have
customers who are accustomed to getting
| | 00:12 | emails from your company domain,
like the drivers@lynda.com for example.
| | 00:17 | Here in Office 365 when you sign up
you are given a default domain and a
| | 00:22 | default email address using that new domain.
| | 00:25 | But you can set up 365 to use your
company domain, and I am going to show how that's done now.
| | 00:32 | With Admin selected at the top, you
might be seeing the Getting started pane
| | 00:35 | like I am, with email address over
here on the left, and here where you go to
| | 00:40 | customize Office 360 email
to use your company domain.
| | 00:43 | If you're not seeing this--let's say if
you have hidden the Getting started pane--
| | 00:47 | you'll also see domains over here
under Manager Organization with manage your
| | 00:52 | website and email domains.
| | 00:55 | Now, if we return to the Getting
started pane by clicking the link under setup,
| | 00:59 | we can still access domains from here.
Quite often in Office 365 there are many
| | 01:04 | ways to accomplish the same task.
| | 01:06 | So, let's go up to these step-by-step option
here with email address, and we will click there.
| | 01:13 | You will get some additional
information, showing you your current email
| | 01:16 | address, using the default domain that was
assigned to you when you registered for Office 365.
| | 01:22 | Again, if you already own an email
address that your customers are familiar with,
| | 01:26 | you can choose to use that.
| | 01:28 | And down below, you'll see that it might
take up to 45 minutes to make the change.
| | 01:33 | It might even take longer if
there's verification needed.
| | 01:36 | So, let's click Start now.
| | 01:38 | Now this will take us step by step
through the process--a little different than if
| | 01:43 | we'd gone through managing our domains.
| | 01:45 | If you want a domain already, you can
change Office 365 by email to use it.
| | 01:49 | So, for example, I could type
lynda.com in here if I was using a lynda.com
| | 01:55 | domain. We also have a make-believe
one that we can try, twotreesoliveoil.com.
| | 02:02 | And then down below, notice you must already
own the domain before you can add it. Click Next.
| | 02:09 | And the next step, you will have a
couple questions that need to be answered.
| | 02:12 | Do people in your company already have
email addresses using twotreesoliveoil.com.
| | 02:17 | If the answer is yes, you click Yes.
| | 02:19 | Do you already have a website for
twotreesoliveoil.com, and you can click Yes here as well.
| | 02:25 | You can also choose Yes but you wanted
to design a new website in Office 365 to
| | 02:29 | replace it if that's your scenario.
Or you may not even have a website and
| | 02:33 | that's a third option.
| | 02:35 | Now when you click Next and we move on
to the next step, it's actually a set of
| | 02:40 | steps, and you'll notice that
step one is to confirm that you own
| | 02:44 | twotreesoliveoil.com. That's the
verification I was talking about. And this is
| | 02:49 | where it can get a little bit
complicated, so if you're not an admin person, you
| | 02:54 | might want to pass this
on to your administrator.
| | 02:56 | If you are, you would go to Start step one.
| | 03:00 | Now here, you're going to see
some information about verification.
| | 03:04 | To get started, we need to know where
you manage DNS. Okay, down below you'll see
| | 03:09 | you can choose a DNS provider, or host.
| | 03:12 | Now from here, if you don't see yours
on the list, you can choose mine is not
| | 03:16 | listed, or maybe you have someone takes
care of it for you, or you don't even know.
| | 03:21 | You have these three options. I have someone
who takes care of this for me, and I'll click next.
| | 03:27 | Now here's where we get
to that verification step.
| | 03:30 | Notice down below that Office
365 needs to verify ownership of
| | 03:35 | twotreesoliveoil.com for use with
Office 365. Down below there are some things
| | 03:40 | that will be created, an alias or
host name, destination. You also see MS
| | 03:47 | records, and if we click verify now,
you'll notice that we don't find a record
| | 03:52 | that we have created.
| | 03:53 | It might just be a matter of timing.
| | 03:55 | But check it down below. Sometimes
DNS changes can take up to 72 hours.
| | 04:00 | So, a few days we're talking about
here, and we just need to wait longer.
| | 04:04 | We're going to leave it
as it is and click Cancel.
| | 04:07 | And we'll just wait until that DNS changes.
| | 04:10 | Notice that it takes us back to the
previous screen. You'll notice there are
| | 04:14 | some other steps involved
once we get that verification.
| | 04:17 | Set up Office 365 and keep a website,
update existing Office 360 email addresses
| | 04:23 | so if you have many users already
created, you'll need to change them over from
| | 04:26 | the default email to the new one.
| | 04:29 | You can continue to add new users,
but you'll be able to choose the appropriate
| | 04:33 | domain from a dropdown.
| | 04:34 | Let's just click Save and Close to go
back, and we'll get a reminder to finish
| | 04:41 | later if we click Yes. All right!
| | 04:44 | So that takes us back to our main screen.
| | 04:47 | Let's go down now to domains here,
and click manage your website and email
| | 04:51 | domains. What you're going to see now
is a new domain has been added, but we're
| | 04:55 | waiting for verification.
| | 04:57 | So, if we have to wait a couple of
days before we click this link, so be it.
| | 05:01 | But we do have the new domain here to
choose from, and when we go back to our
| | 05:05 | users, although we won't see it quite yet,
| | 05:09 | when we go to Add New Users, under
Users and Groups, and we click the plus
| | 05:16 | sign or even edit an existing user
using the Edit icon, that pen icon, from
| | 05:23 | here we could change passwords.
From here we can change email addresses by
| | 05:28 | clicking the dropdown.
| | 05:29 | Now eventually, once we get that new
domain verified and click this dropdown, we
| | 05:33 | will see it on the list twotreesoliveoil.
We will be able to change our users
| | 05:37 | email addresses that way.
| | 05:40 | For now we have to wait, we will
click Cancel, and we'll go back to Admin by
| | 05:44 | clicking it at the very top.
| | 05:47 | So, that's how you can change your
email addresses that are set by default here
| | 05:51 | in Office 365 to use
your current company domain.
| | 05:55 | It's something you want to consider if
you have customers who are accustomed to
| | 05:59 | getting emails from that email address.
| | Collapse this transcript |
| Setting up a shared team site| 00:00 | Imagine a scenario where you need to be
able to have multiple people working on
| | 00:05 | the same document, maybe even simultaneously.
| | 00:08 | It could be a project you're
collaborating on, and all of those people need to be
| | 00:13 | able to access the same files
from one convenient location.
| | 00:15 | Well, with Office 365, you have access to
something called team sites. Almost all
| | 00:20 | the Office 365 plans include this
SharePoint-driven functionality.
| | 00:25 | We're going to take a look at it now.
| | 00:27 | First of all, with a team site
invitations can be sent out, and they are sent out
| | 00:31 | in email form, like you see here on my screen.
| | 00:34 | There might be a message saying I can
access documents here for collaboration.
| | 00:38 | I can view and edit them. But there
will be a link to the team site, and it will
| | 00:42 | look like something like this, Go To,
in this case the lynda.com team site.
| | 00:46 | Clicking in the link will prompt me to sign in
if I am not already signed in to my account.
| | 00:51 | It could be a Microsoft account
that I already have or it could be an
| | 00:55 | organizational account, one of the
Office 365 accounts that was given to me
| | 00:59 | by an administrator.
| | 01:00 | Now if I don't have an account, no problem.
| | 01:01 | I can create it on the fly
with this link down at the bottom.
| | 01:06 | I do have an organizational
account, so I click that link.
| | 01:09 | I am going to enter my username and
password, and when I sign in, I go
| | 01:13 | directly to the team site,
| | 01:15 | in this case the lynda.com team site,
and you can see there's a Document
| | 01:19 | section for adding new documents or
accessing existing documents, like this
| | 01:24 | Excel file. Clicking the link will give
me access to the file in my web browser
| | 01:28 | using the Excel web app.
| | 01:30 | There is also a Site Assets section to
this particular site, including a OneNote
| | 01:35 | notebook that would be shared by the team.
| | 01:38 | Okay, so how did that site come to be?
| | 01:40 | Well, let's flip over to our
Admin page, and let's go up to Sites.
| | 01:46 | That's the quickest and easiest
way to get to your team sites.
| | 01:49 | When you click sites, as the administrator
you have a link at the top for creating
| | 01:54 | new sites, and then down below you'll
see the default team site and something
| | 02:00 | called a Public Site, which is
actually your public website, something we'll
| | 02:05 | talk about separately later on.
| | 02:07 | Your default team site, if we go there
and click, is the site that is created by
| | 02:12 | default for you with your Office 365
account. This is our lynda.com team site.
| | 02:17 | And from here we can make changes to the
site. We can go up to the very top here
| | 02:22 | and click the Settings button to
see who it's shared with. Okay, the
| | 02:25 | administrator, there's that person
that we just invited. And we can invite
| | 02:30 | additional people from here as well,
but this is the default team site.
| | 02:34 | At any time we can go back to Sites up
at the top, give that a click, and create
| | 02:40 | a new site, if you have a different
group of people who need to access their
| | 02:44 | own site where it will store or maybe project
files for collaboration amongst team members.
| | 02:51 | So, clicking new site up here allows
you to type in a name. Let's say there is
| | 02:55 | a user conference coming up in 2013.
There will be a team of people who will be
| | 03:01 | working on this project, different types of
files will be involved. We will click Create
| | 03:06 | once we've got the name in there, and
what you're going to be presented with is
| | 03:10 | the default layout look and
feel for your new team site.
| | 03:14 | There is the title across the top.
| | 03:16 | Also you'll see this Getting started section.
| | 03:19 | Now each of these are tiles that help
you get started with certain commands like
| | 03:23 | sharing, adding things like
timelines and calendars, adding lists, and
| | 03:28 | libraries, changing the way your
team site looks, and including email.
| | 03:33 | All of this can go away because it's
all available through the Settings icon up
| | 03:38 | here in the top right-hand corner.
| | 03:39 | In fact, when we click remove this to
get a look at our real team site here so
| | 03:44 | far, a balloon pops up just reminding
you that you can get to all of those
| | 03:48 | Getting started tasks from this Settings icon.
| | 03:52 | So, we'll just click below to close up
that balloon, and you can see there's not
| | 03:56 | much to this team site so far: a
Newsfeed section, where people can have a
| | 04:00 | conversation, can be adding and
updating information here, and everyone who has
| | 04:04 | access to the site will be able
to read it and also add to it.
| | 04:08 | And then over here, a Document section
where new documents can be created or
| | 04:13 | added, uploaded, and any of those
files that show up here will be able to be
| | 04:18 | accessed by the team members as well.
| | 04:21 | So, we have created our team site, and
there is a lot more we can do with it.
| | 04:25 | And we are going to get into great
detail later on in the Sharing and
| | 04:28 | Collaboration chapter.
| | 04:29 | For now, let's just make a
couple of simple changes.
| | 04:32 | First of all, if we wanted to change the
layout of our team site, we can go to
| | 04:37 | Edit, right from here, or as I
mentioned, we can go up to the Settings icon and
| | 04:42 | access anything that was available from
the Getting started list of tiles, like
| | 04:47 | sharing, editing the page--
| | 04:49 | that's the same as clicking Edit.
We can Add additional pages, apps,
| | 04:53 | contents, change the look, site
settings here, including deleting the site
| | 04:57 | if we no longer need it.
| | 04:59 | We are going to go to Edit page, and
from here we can start doing some things
| | 05:04 | like changing the layout.
| | 05:05 | Let's go up to Text Layout here on the ribbon,
give it a click, and change it to one column.
| | 05:11 | This way we have our Site Feed at the
top, and a Documents section down below,
| | 05:15 | instead of side by side.
| | 05:17 | Now there a lot of other things we
can view with this site. We can add
| | 05:20 | additional parts, we can spruce it up
by changing the formatting of text,
| | 05:25 | we can add imagery and so on.
| | 05:27 | These are the types of things we will
get into later on in that chapter on
| | 05:31 | sharing and collaboration.
| | 05:32 | For now, we'll just save our changes
by clicking Save, which will save our
| | 05:37 | changes and take us back to our
new look User Conference 2013 site.
| | 05:42 | So, that's how we create a team site.
Now that we have it, if we go back to
| | 05:46 | Sites, you'll see it now on a list down
below your promoted sites, under Sites
| | 05:52 | I'm following, and there's a link to that site.
| | 05:55 | Of course, at any time we can invite
people to that site. There are so many
| | 05:59 | things we can do with a team site,
and we are going to save that for a little later on.
| | Collapse this transcript |
| Uploading files to the cloud with SkyDrive| 00:00 | If there are certain files you need to
have access to from anywhere at anytime,
| | 00:05 | such as another computer or your mobile
device, or if there are files you want
| | 00:09 | to share with people without giving
them full team site access, you can use
| | 00:13 | cloud storage built into most Office 365 plans.
| | 00:17 | It's known as SkyDrive.
| | 00:18 | That's what we're going to
take a look at right now.
| | 00:20 | Starting with an invitation to a
shared file, when you share files, email
| | 00:24 | invitations go out to the people
you're sharing with. It looks something like
| | 00:28 | this. In this case, check out what
David Rivers has shared with you, Open, and
| | 00:32 | there is the file, NoObstaclesBio.
| | 00:34 | It's a link, and I can click this
to go right to it in my web browser.
| | 00:39 | Notice there also a Sign in link
here for the best editing experience.
| | 00:44 | It will give me access to the Word web
app or whatever document type this is.
| | 00:49 | I'll get the web app instantaneously.
But we don't have to have people signing
| | 00:53 | in to access the files we share.
You can just click the link.
| | 00:57 | It's going to take us to a viewer
that allows us to look at the document.
| | 01:03 | And if we want to edit this, we go to
Edit In Browser, which launches the full
| | 01:08 | word web app and gives us access to editing.
| | 01:11 | For example, I might want to
change this title to match the rest.
| | 01:16 | I'll change it to black. I'll save my
changes, and when I'm done working with
| | 01:21 | the file, you can just simply
go up here and close the window.
| | 01:26 | So, how does this work on the
365 end, as an administrator?
| | 01:30 | Well, you'll notice at the top a
SkyDrive link. We can click there first, and
| | 01:34 | right away you're going to notice a
default folder that everyone gets and it's
| | 01:38 | labeled Shared with Everyone. Think of
it as a public folder. Anything you put
| | 01:42 | in there you'll want to share with everyone on
the team and anyone else you choose to invite.
| | 01:48 | You'll notice a sharing icon here,
representing that it's shared with some people,
| | 01:52 | and you can click that to see who, and
in this case David Rivers and everyone
| | 01:57 | except external users can view it.
| | 02:00 | I am going to close this, and now
let's say I have a bunch of files I want
| | 02:06 | to share with people that are related to a
certain topic, like the No Obstacles company.
| | 02:11 | Well, I can start uploading files. I
can create new documents, drag files here,
| | 02:17 | or if I want to stay organized, I
might consider creating separate folders to
| | 02:22 | keep them all separate from one another.
| | 02:24 | And it will help me when I get to
choose who I'm sharing with as well.
| | 02:28 | So, let's go to new document, where we
also find New folder. Click New folder to
| | 02:34 | create a new folder called No Obstacles.
| | 02:36 | When we click Save, the new folder appears.
| | 02:40 | It appears with, under the sharing
column, a little padlock icon, indicating it's
| | 02:45 | not really shared with anyone but myself.
| | 02:48 | And if I click that, I can start
inviting people to the folder itself.
| | 02:52 | If I would rather give them access to
individual files, I'll click Close, and go
| | 02:58 | into the folder by
clicking the link No Obstacles.
| | 03:02 | Now from here, I can start creating new
documents, drag files in here, or click the
| | 03:07 | new document link to upload
existing files from here as well.
| | 03:12 | Notice with this particular plan I can
create Word, Excel, PowerPoint, and OneNote
| | 03:16 | documents, even an Excel survey.
| | 03:18 | I am going to upload existing file.
| | 03:22 | If you have the exercise files
you can browse there and find NoObstaclesBio. There it is.
| | 03:26 | Click Open and notice that we also have
a checkbox for overwriting existing files.
| | 03:35 | So, if you already had a version of
this, it would be overwritten, unless you
| | 03:38 | deselect that checkbox.
| | 03:40 | We don't so we can click OK.
| | 03:43 | And in an instant a file appears in
our folder. Now at anytime we can go
| | 03:48 | back to the root by clicking My
Documents. So there we have our No Obstacles
| | 03:53 | in our Shared folder.
| | 03:54 | Let's go back into No Obstacles here
for a second, and notice the padlock icon
| | 03:59 | in the Sharing column next to our file.
| | 04:01 | Here is where we can go to just the
sharing for this particular file only.
| | 04:07 | And again, we can invite people.
All we need is to enter names or email
| | 04:13 | addresses, or we could type
Everyone if we wanted everyone in our
| | 04:17 | organization have access to it.
| | 04:19 | I'm going to type in an email address
here. And over here I can choose whether
| | 04:24 | they can view only or edit the
document. And there's the Require sign in
| | 04:29 | checkbox down below. They don't need to
be signed in to access. It we'll open up
| | 04:34 | in the web browser just
like we did a moment ago.
| | 04:36 | I can also include a personal message.
| | 04:39 | When I click Share, the email goes out, and
that document is now shared with one other person.
| | 04:45 | Now, I won't see the name of that person
showing up on my sharing list until they
| | 04:49 | actually go in and access it.
| | 04:51 | So, I am seeing myself at this point,
but I can also open it to anyone with a
| | 04:56 | guest link here as well. Clicking Guest link
creates a link that I can send off to people.
| | 05:02 | So, I can copy this and send it off
to as many people as I like, and anyone
| | 05:06 | who has this link will be able to access
the file as well. I am going to close that up.
| | 05:11 | Now, eventually, you might have files
that you no longer need. When it's time to
| | 05:15 | delete them, just go over to the
left corner here and click, so you're
| | 05:18 | checking it off so to speak.
| | 05:20 | And the easiest way to delete a file is
to hit the Delete key on your keyboard.
| | 05:25 | You'll see warning message and
prompting you to click OK if you are sure you
| | 05:30 | want to send it to the site recycle bin.
| | 05:32 | I am going to click Cancel because
I've just shared this with someone.
| | 05:35 | The same thing goes for folders. If we go
back to My Documents and click next to No
| | 05:40 | Obstacles, I can hit Delete on my
keyboard and see the same message.
| | 05:44 | Here's how we delete an entire
folder and its contents. Again, I'll click
| | 05:48 | Cancel and I'll keep that.
| | 05:50 | So, that's all there is to using SkyDrive.
| | 05:52 | It's a great place to store files that
you want to able to access from any other
| | 05:57 | computer or mobile device.
| | 05:59 | It's also a great way to store
files that you want to share with other
| | 06:02 | people, whether you want them to
simply view the documents or even have
| | 06:06 | access to edit those documents.
| | Collapse this transcript |
| Viewing and managing your public website| 00:00 | Included in most Office 365 plans
is your very own public website.
| | 00:04 | So if you don't already have a company
website for example, you might want to
| | 00:08 | use Office 365 to create one. Or even
if you do have one, you might consider
| | 00:13 | switching it over to Office 365.
| | 00:14 | It's hosted by Microsoft and it's included.
| | 00:18 | Let's take a look at your public website.
| | 00:20 | There are a couple of ways.
| | 00:22 | From the admin page here, with the
Getting started pane open, you will notice a
| | 00:25 | public website tile.
| | 00:27 | And you can click this to be guided
step by step through the process of creating
| | 00:32 | your company website.
| | 00:33 | So there's some information on the
first page about why you should do it, and
| | 00:37 | when you're ready to get going, you
would click the Start Now button down in
| | 00:40 | the bottom-left corner.
| | 00:42 | Now some information.
| | 00:43 | If you answer yes to already having a
public website, you will notice some
| | 00:47 | information that you may
not need to do this right now.
| | 00:50 | But you could, just to experiment, and see
if it's something you want to switch to.
| | 00:55 | If you choose No, you don't have a
public website already, okay, let's get
| | 00:59 | started, and you'll see the actual link,
the actual URL that will be used to take
| | 01:04 | you to your public website.
| | 01:06 | That can be changed to your company
website, and you'll see there's information
| | 01:09 | down below indicating that when you're
done, they'll show you how to change the
| | 01:13 | address to your company.com.
| | 01:16 | So we click Next and there are the four
steps: Designing your website, Inviting
| | 01:20 | people if you want to help tweak your
website, also Making it visible on the
| | 01:24 | Internet. Until you put it online it
remains off-line while you're editing.
| | 01:30 | And Change your website address to your
company.com. Those are the four steps.
| | 01:35 | You can follow along using this wizard, or
you can simply go up to Sites at the very top.
| | 01:41 | From here, click Public site.
| | 01:43 | That's your website.
| | 01:45 | So it shows you your website on the
homepage. There are built-in pages
| | 01:49 | already in this sample website that
you can edit, like an About Us page.
| | 01:55 | You can see a placeholder here.
| | 01:56 | The text that you see is information
about how you should be working with this
| | 02:00 | page. There is a Contact Us section.
You can see there is a left-hand pane over
| | 02:05 | here and an area for a form if you
wanted to, a Directions page, a Blog, and we
| | 02:12 | can edit links from here as well.
| | 02:14 | So if we go back to Home and decide,
okay, we want to start here and start
| | 02:19 | designing our website, well, we'll use
this sample as a starter. And all we need
| | 02:24 | to do is edit this page.
| | 02:26 | If we go up to the Page tab, you'll see
Edit, right there at the very top-left.
| | 02:32 | Another option is to go to the
Settings button, up in the top-right corner, and
| | 02:35 | choose Edit Page from here.
| | 02:37 | Eventually, if you wanted additional
web pages, you can add pages here and you
| | 02:42 | would create links
maybe to those pages as well.
| | 02:45 | But for now we are simply
going to edit this page.
| | 02:48 | That takes us to a slightly different
view now. We have a ribbon across the
| | 02:52 | top with Format options and an Insert
tab, and we also have text down below now
| | 02:57 | that can be edited.
| | 02:58 | So this is the homepage. It really
should be engaging to visitors who visit your
| | 03:04 | website, since it is the first page that they'll see.
| | 03:06 | So at this point you can start making
changes, like inserting a logo for example.
| | 03:11 | Let's go to the Insert tab.
| | 03:13 | And if you have the exercise files, you
can insert the file that I'm going to
| | 03:17 | show you, by going to the Picture
dropdown and choosing from Computer.
| | 03:21 | We are going to browse to the
exercise files, where you will find NOH_logo.
| | 03:28 | Select it, click Open, and click OK.
| | 03:34 | Now, the image shows up as an actual
image with handles around the outside. It's
| | 03:39 | currently taking up the entire space at the top.
| | 03:42 | If you wanted to, of course you can edit
this image by clicking and dragging the handles.
| | 03:47 | I think up there in the top-left is good enough.
| | 03:50 | All right, we might want to drop this
text down a little bit. We will just hit
| | 03:55 | Return. If you wanted to edit the text--
and we won't go into typing the content,
| | 04:00 | but let's say this is the content we are
going to use--we have all of these text
| | 04:04 | tools up here for formatting, if you
want to change the size for example, pop it
| | 04:08 | up to 18. You get a preview
before you make the selection.
| | 04:12 | I am going to take homepage here and
bold it, and maybe change the color as
| | 04:18 | well, to a bright blue.
| | 04:21 | There we go. All right, so we are
working with this page, and of course you
| | 04:25 | could continue to add content and edit
the content that's there. Eventually
| | 04:29 | you'll want to save your changes by clicking
the Save button up here to save your website.
| | 04:34 | It takes you back to the previous view, and you
can see its already starting to look different.
| | 04:38 | All right, let's go back to our
Settings button now, and instead of just editing
| | 04:42 | the page, let's change the look.
When we choose Change the look, we have
| | 04:45 | templates to choose from, with
different color schemes and images in the
| | 04:49 | background. I kind of like
this one over here, of the beach.
| | 04:52 | I am going to give it a click to select it.
| | 04:55 | If you want to see what it's going
to look like, you can try it out, or if
| | 04:59 | you wanted to, you could start
adjusting things like the color schemes, the
| | 05:03 | site layout, and fonts.
| | 05:06 | This is pretty much what it's going to look
like here, so all we need to do now is save it up.
| | 05:12 | So let's try it out.
| | 05:14 | It's going to redesign the look of
your website, and you may already have your
| | 05:18 | content in there when you do it or
you can do it at the very beginning like
| | 05:22 | we're doing right now.
| | 05:23 | And eventually, you'll get to see
exactly what those changes will look like.
| | 05:27 | Notice it's a preview of your site in
the new theme, and if you like what you
| | 05:31 | see, you choose Yes, keep it. And I do like it.
| | 05:34 | So clicking Yes, keep it, cements
those changes, and now we are looking at our
| | 05:40 | newly designed website.
| | 05:41 | Notice the links have changed over here
to the left-hand side, the color scheme
| | 05:46 | is different, the fonts are
different, as is the background.
| | 05:49 | All right, so that's your public
website. Now again, you have many pages that
| | 05:53 | are there already for you as samples,
which you can go in and edit. You could
| | 05:57 | remove those pages, add additional pages,
create links down the side. All of the
| | 06:01 | tools you need to create your
website are here in Office 365.
| | 06:05 | Let's go back to the admin page.
| | Collapse this transcript |
|
|
3. Working with the Outlook Web AppTouring the Outlook user interface| 00:00 | It's time now to shift our focus over
to the Outlook Web app, which is part of
| | 00:04 | Office 365, and we are going to
start with a tour of the user interface.
| | 00:09 | Now I am logged in as a regular user
of Office 365, not an administrator.
| | 00:14 | You'll see the name up here,
and notice there is no admin tab.
| | 00:18 | So things look a little different
on the Getting started pane and down
| | 00:21 | below. What's not different though is what
appears at the top, and that is a link to Outlook.
| | 00:27 | Now, clicking this, if it's your very
first time, you will be prompted to supply
| | 00:31 | your preferred language,
as well as your time zone.
| | 00:35 | Once you choose those from a dropdown
list and click Save, you will be taken to
| | 00:39 | this screen, which is the
homepage here in the Outlook Web app.
| | 00:43 | So let's begin with a tour of the user
interface, because Outlook has evolved
| | 00:46 | over time. If you've been using Windows
8 and Outlook in that environment, this
| | 00:51 | looks pretty familiar.
| | 00:52 | If not, it could look quite strange.
| | 00:55 | So let's begin in the top-left corner,
where we see Office 365. This is an actual
| | 01:00 | link to office.com, so you can go back
to that webpage, you can sign out from
| | 01:04 | there, sign back in, et cetera.
| | 01:06 | Moving across is where we now see
Outlook with the arrow under it, indicating
| | 01:11 | that's the app we are using.
| | 01:13 | And notice that the Calendar
app is separated out of Outlook.
| | 01:16 | It used to be included as part of the
navigation pane. You could flip to your
| | 01:20 | calendar, you tasks, contacts, et cetera.
| | 01:23 | Now we see Calendar up here as a
separate item, along with our contacts under
| | 01:27 | People, and then the other items as part of
Office 365 the Newsfeed, Skydrive, and your Sites.
| | 01:34 | The other thing that looks a little
bit different is this color-coded square
| | 01:37 | next to your name, and that's
because if you click the dropdown you'll
| | 01:41 | notice you are actually logged into instant
messaging automatically, and you're available.
| | 01:46 | You can change your status by clicking
any of these statuses or even sign right
| | 01:50 | out of instant messaging if
you don't want to be included.
| | 01:52 | Down at the very bottom is where
you would sign out of Office 365.
| | 01:56 | We won't do that; we will just click
in an empty space to close up that menu.
| | 02:00 | All right, now let's go back to the
left side, where you will find a link
| | 02:03 | for creating new mail.
| | 02:04 | Now clicking this is going to allow you to
create a new mail message like you always have.
| | 02:09 | Down below is the Navigation pane,
where you'll see a Favorite section, and by
| | 02:13 | default your Inbox, Sent Items, and
Drafts folders are included. And you can
| | 02:18 | change this at any time, and as we move
through the movies in this chapter, we
| | 02:22 | will talk about customizing Outlook.
| | 02:24 | A little further down under your name
is where you'll see all of your folders
| | 02:27 | included the ones that appear under
Favorites. You will also see things like
| | 02:31 | Deleted Items, Junk E-mail, and Notes here.
| | 02:34 | And down at the very bottom you'll
notice is a link to your Tasks or To-Do List.
| | 02:40 | So clicking this will actually change the view.
| | 02:43 | Notice we are looking now at our task.
We haven't created any new tasks, but we
| | 02:47 | have a navigation pane. We can see
snippets of our tasks and a reading pane
| | 02:51 | over here on the right.
| | 02:53 | To get back to our mail we just go
back to Outlook and give it a click.
| | 02:56 | So tasks still appears down at the
bottom of our Navigation pane, but the
| | 03:00 | Calendar and Contacts, they now have
their own links up here, and we will
| | 03:03 | talk about those later.
| | 03:04 | Let's continue with our tour of the user
interface to the next pane where we see
| | 03:08 | snippets of our email messages.
| | 03:11 | First of all, we have a search field at
the top and we can search for contents of
| | 03:15 | mail messages, people's names, et cetera.
| | 03:17 | Whatever you type in here, you'll see a
filtered list appear down below based
| | 03:21 | on the search results.
| | 03:22 | And we can also filter down
underneath the search field.
| | 03:26 | Notice All is selected, so we are
looking at all of our email messages in the
| | 03:30 | selected folder, our Inbox.
| | 03:32 | But we can look at only the unread
messages if we wanted to, by clicking unread.
| | 03:37 | That's a great way to get to
the ones you haven't read yet.
| | 03:40 | Let's go back to All.
| | 03:42 | We can also look at just the ones sent to
us, or any of that we might have flagged.
| | 03:47 | You can flag messages if you need
to get back to them for example.
| | 03:50 | As we go down to the message snippet
down below, you'll notice we can sort these
| | 03:54 | as well by clicking the dropdown.
You can Sort by Date. Notice the Order can be
| | 03:59 | changed, Newest on top or Oldest on
top. And we can use something called
| | 04:03 | Conversations which is on by
default. You can turn it off.
| | 04:06 | If emails are going back and forth
between people, a conversation is created,
| | 04:11 | and they are kind of grouped together, even
if they don't all arrive at the same time.
| | 04:15 | So we'll leave that as is, but just so
you know it's there, you can click it at
| | 04:19 | any time and make your selection.
| | 04:21 | Now, from the snippet itself, with this
message selected, you'll notice we are
| | 04:25 | previewing it over here in the reading pane.
| | 04:26 | But we also have some options inside the
snippet view, like this little red X to
| | 04:32 | delete the message if we no longer need it.
| | 04:34 | And there's the flag if we want to flag
it. Clicking it turns the flag on, and
| | 04:38 | you can see a flag for follow up.
| | 04:42 | And we can click the flag again
to indicate we have followed up.
| | 04:45 | All right, let's go down to another message.
If you have a message, go ahead and click it.
| | 04:50 | And you'll notice as soon as we move
from a message, it becomes a read message.
| | 04:54 | Any new messages are unread, so my
number change from a two to a one.
| | 04:58 | If I want to go back to this and have
it appear as though I have not read it
| | 05:02 | yet, I can go over to the reading pane
here where I am looking at the contents,
| | 05:07 | and along with the regular buttons for
replying, replying to everyone that the
| | 05:11 | message was sent to, or forwarding
it, I can also mark this as Unread.
| | 05:16 | Clicking this makes this appears as though
I haven't read it yet, and I now have a
| | 05:20 | new message appearing here.
| | 05:22 | I did move from the other message,
so it now appears as though it's been read.
| | 05:26 | There are some other options as well,
other actions, and if you click the
| | 05:30 | three dots, you'll notice a number of
other actions that can be performed with
| | 05:34 | the selected message.
| | 05:35 | We can delete it from here, we can
categorize it, so we can color code it for
| | 05:40 | example. We can also Manage our
categories from here. We can send it to the Junk
| | 05:45 | folder and mark it as junk, open it in a
separate window, print it from here.
| | 05:49 | We can create rules for messages from
this address as well and view the message
| | 05:54 | details from this dropdown.
| | 05:56 | So, all of those appear under More Actions.
| | 05:59 | And we can also manipulate our user interface.
| | 06:01 | If we want to see more of the message,
we can collapse the navigation pane; just
| | 06:05 | go to the top and click the
double arrows pointing left.
| | 06:08 | And when you want that back, give it a
click to get it back, toggles it on and off.
| | 06:13 | Same thing over here in the top righ-
hand corner for our reading pane; we can
| | 06:18 | collapse it and expand it as well.
| | 06:20 | So if you have a message you no
longer need, go ahead and click the little
| | 06:24 | Delete button inside the snippet and it's gone.
| | 06:26 | Of course, it will go to
your Deleted items folder.
| | 06:29 | This is a message that I want to
remember, so I am going to mark it as unread,
| | 06:34 | and I'm ready to move on.
| | 06:36 | So that's a quick tour of the
Outlook web app user interface.
| | 06:39 | If you are feeling comfortable in this
new environment, we are ready to move on
| | 06:43 | to using the Outlook web app.
| | Collapse this transcript |
| Reading, creating, and sending an email| 00:00 | All right! Let's spend a little bit of time working
with email messages here in the Outlook web app.
| | 00:04 | A lot of this will be familiar to you if
you're already using the Outlook app in
| | 00:09 | a Windows 8 environment. Some of it
might look a little bit different.
| | 00:12 | We will begin by going to our Inbox,
and hopefully you have a message you can
| | 00:16 | select from the list.
| | 00:17 | With it selected, you're viewing it by
default over here in the reading pane.
| | 00:22 | And you are going to be able to see who
it's from, when it came from that person.
| | 00:25 | What I like is how you can hover over
their picture or their name and see some
| | 00:31 | options down below. For examples, I
see that this person is away from their
| | 00:34 | instant messaging. I can also tell
from the yellow bar down the left side.
| | 00:38 | I can send a message to this person.
| | 00:41 | I can contact them via instant
message if I want to reply instantly.
| | 00:45 | And a last item is to
schedule a meeting with this person.
| | 00:49 | So, different ways to respond
to the email I'm looking at.
| | 00:52 | I am just going to click down below.
| | 00:54 | Notice there is also
something called action items.
| | 00:57 | I like this. Give it a click and the
Outlook web app's is going to look at your
| | 01:01 | message, analyze it to see if there
might be any action items for you inside,
| | 01:06 | and in this case it's highlighted some text.
| | 01:09 | I need to provide a list of training
development needs. That's an action item.
| | 01:13 | And it has to be done by Friday. That's kind of
the same action item, so I might want to
| | 01:17 | follow up. It gives me an opportunity to click the
flag here as something I need to follow up on.
| | 01:23 | The flag also appears over here on the list.
| | 01:25 | All right I don't need to see
that. I can click action items again.
| | 01:29 | Other things I can do with the
message, the obvious, like reply, reply all
| | 01:33 | and forward, but there are some other
action items. There's reply by instant messaging.
| | 01:38 | If I want to delete this message,
I could do it from this menu as well.
| | 01:42 | Categorizing is a great way to
color code messages that are related, for
| | 01:46 | example, any messages from David
Rivers I might want to color code in blue.
| | 01:51 | And I can change it from blue category to
David Rivers by going down to manage categories.
| | 01:57 | I can mark this as junk mail. I can
print it out from here. I can open it in a
| | 02:01 | separate window, which is the same as going
to the list and double-clicking the message.
| | 02:06 | Notice it opens up in its own window,
and I am going to see all of those options
| | 02:10 | and some additional ones,
like deleting from here.
| | 02:13 | There's Action Items there.
| | 02:14 | And I can close this window when I'm done.
| | 02:17 | So that's looking at a message, maybe
even replying to a message, but creating
| | 02:22 | new mail is as simple as going to
the new mail link and clicking there.
| | 02:26 | Notice it doesn't create a separate
window; you actually have something showing
| | 02:30 | up different over here on the reading
pane, and your cursor is flashing, waiting
| | 02:34 | for you to type in who you want to send this to.
| | 02:36 | Now you could type in an email address,
or if you're part of an Office 365 team,
| | 02:41 | you could type in, say, a first name, like Karen.
| | 02:44 | Notice what shows up here: Karen Leslie.
| | 02:47 | I am going to take that out and try David.
| | 02:51 | Down below is a search
contacts and directory link.
| | 02:54 | I can click and there it is. David
Rivers. the only David in the group.
| | 02:58 | Now that's the Office 365 group.
If there are people outside the group, again
| | 03:03 | you'll need to add them to your contacts--
something we'll talk about later--or
| | 03:07 | simply type in their email address here.
| | 03:09 | You can CC people. Notice the plus sign
off to the right. By clicking this you
| | 03:15 | can go to your contacts and select people,
but we haven't got there yet so we'll
| | 03:19 | click Cancel. And then down below is the subject.
| | 03:21 | I am going to type in User Conference.
| | 03:23 | All right down below that is the
message area. We click down below and you will
| | 03:29 | notice you do have some formatting
options on a makeshift toolbar here.
| | 03:33 | Let's type in User Conference 2013.
| | 03:37 | We will hit Enter a couple of
times and begin typing our message.
| | 03:42 | But if we want to format things, it's
just as simple as clicking and dragging over
| | 03:46 | the content. You can change the font
if you wanted to, change the font size,
| | 03:51 | let's bump it up to 18, we could bold
that, italics, underline. We can create
| | 03:56 | bulleted and numbered lists from here,
highlight, even change the text color.
| | 04:01 | I'm going to go for a dark blue.
| | 04:03 | Now I could continue down below,
typing the rest of my message.
| | 04:07 | When I'm ready to send this off I hit the
Send link that appears at the top of the message.
| | 04:12 | If I don't like what I have, I want to
start over, I can again discard this entire
| | 04:16 | message or add an attachment if I needed to.
| | 04:19 | What if I want to just save this for
later as a draft? Click the ellipses to see
| | 04:25 | other actions, including
Save right at the very top.
| | 04:29 | It now becomes a draft that
appears in your Draft folder.
| | 04:33 | So you'll see a 1 next to drafts.
| | 04:35 | You also see the status appear as Draft,
saved to your Draft folder and when.
| | 04:40 | So we could continue with this and
again send it when you're ready. Clicking
| | 04:44 | Send will send it off.
| | 04:46 | It's removed from your Drafts folder and a copy is--
you guess it--in your Sent items. So off it goes.
| | 04:52 | I've now sent a message. I've read a
message. I've worked with a couple of
| | 04:57 | messages so far. But when we could
start to pile up the messages, we might want
| | 05:01 | to stay organized with folders.
We will talk about that next.
| | Collapse this transcript |
| Organizing mail with categories and folders| 00:00 | Over time, as your email messages begin to
pile up, you'll want to stay organized,
| | 00:05 | one way to keep track of certain types
of messages and keep them related is to
| | 00:09 | use categories. We will start with that.
| | 00:11 | Take any message you might have in
any one of your folders. With it selected
| | 00:15 | here in the snippet list, just go over
to the ellipses or more actions icon, go
| | 00:21 | down to Categorize, and if you want, you
can assign any of these categories. They
| | 00:26 | are all named by their color.
| | 00:28 | And of course you can be more
specific by creating your own.
| | 00:31 | Let's go down to manage
categories and click add new category.
| | 00:36 | Let's say we want to keep business and
personal emails separate from each other
| | 00:40 | and recognize them by a color code.
So we will type in personal, we can change
| | 00:46 | the color right from here
by clicking the dropdown.
| | 00:48 | You can choose an existing color that's
already there and remove the other one
| | 00:52 | or choose a new one.
| | 00:53 | I am going to go with this
bright pink and click OK.
| | 00:56 | You can see how it appears now
down at the bottom of my list.
| | 01:00 | Let's add another new category, this one
business, and we will choose a different
| | 01:07 | color for it. We will go with
the more maroon color and click OK.
| | 01:10 | So we have many categories now to work
with. If we wanted to remove any of these
| | 01:15 | we just go to it, click the X
off to the right, and it's gone.
| | 01:18 | But I am going to keep those for now. Click OK.
| | 01:20 | Now its time to assign categories. So
you're reading a message you realize okay,
| | 01:25 | this is business-related.
| | 01:27 | I am going to tag it that way with the
category, click the ellipses, go down to
| | 01:31 | categorize, and choose Business.
There it is, second from the top.
| | 01:36 | You will notice it's marked here in
the message, as well as the snippet over
| | 01:40 | here in the middle pane.
| | 01:42 | Let's back to the ellipses. I'll show you
that if you go to categorize, you can
| | 01:46 | actually assign more than one. Maybe
this also has a personal hint to it. We
| | 01:50 | can click personal and
it's been assigned as well.
| | 01:53 | Now if that was a mistake, you can always
remove categories by clicking that same
| | 01:57 | ellipses > categorize and then
selecting anything that's already checked.
| | 02:03 | You can also clear them all by going back
into categorize and choose clear categories.
| | 02:11 | And there you go.
| | 02:13 | So the advantage is when you look at
them you'll know which ones are personal,
| | 02:16 | which ones are business, and you can
have all kinds of different categories.
| | 02:20 | Let's go back there now to
categorize > manage categories.
| | 02:25 | And like I said, if there's any here
that you no longer need, just select it and
| | 02:29 | click the X. You will see this
message that it won't affect any messages that
| | 02:33 | are already categorized. Clicking OK means
you won't be able to use it going forward.
| | 02:38 | I am going to do the same
with personal and click OK.
| | 02:41 | All right, so those are categories.
| | 02:43 | That's one way to visually keep track
of your messages. But if you also want to
| | 02:46 | be able to move them into specific
folders, you will notice there are number of
| | 02:51 | default folders. If you want your own,
you can create them. All you need to do
| | 02:55 | is right-click the main heading or main
folder where you want to create those folders.
| | 03:00 | For example, under the name Karen Leslie,
if I right-click, I can create a new
| | 03:06 | folder. It appears down at the bottom
with a flashing cursor. And maybe here's
| | 03:11 | where I want to put in anything
related to the user conference.
| | 03:16 | When I press Enter on my keyboard there
is my folder, and now I can move messages
| | 03:21 | into that folder by simply going into
the message, right-clicking, choosing
| | 03:26 | move, and then picking the folder.
| | 03:31 | Notice I can also have it copied to the
selected folder, so it still appears in my inbox.
| | 03:36 | When I click Copy, away it goes.
| | 03:39 | If we click the folder, we will see it
in there as well, a nice copy. So we
| | 03:44 | don't have to lose track of the
messages that are related to specific topics,
| | 03:49 | like our user conference.
| | 03:50 | At any time if you want to remove a
folder, just go to the folder itself,
| | 03:55 | right-click. You can rename, delete
empty the folder, and here is where we go to
| | 04:02 | add it to our favorites. If it really
belongs as one of our favorites, we use it
| | 04:05 | quite often, we can pop it up there. But we
are going to choose Delete. You will see
| | 04:10 | a warning that you're about to delete
the user conference folder. All of its
| | 04:14 | contents will be deleted as well.
| | 04:16 | That's okay. It's just a copy, so
I will click OK and it's gone.
| | 04:19 | So if you need to stay organized when
the messages start piling up, to visually
| | 04:24 | keep track, think about categories.
| | 04:27 | And if you actually want to physically
move different messages into separate
| | 04:31 | folders for future reference, you can
create and work with folders as well.
| | Collapse this transcript |
| Adding and importing contacts| 00:00 | Anyone who uses any kind of email
application knows how important contacts can be.
| | 00:05 | With contacts, you don't have
to remember email addresses.
| | 00:08 | Their information is stored in an
address book, easily accessible.
| | 00:11 | You can send emails out to
multiple contacts, groups, and so on.
| | 00:15 | So here on Outlook web app, there are
a few different ways to add contacts.
| | 00:19 | The first method is to simply
retrieve information from an existing email.
| | 00:24 | If you have an email in your inbox, or
any other folder for that matter, just
| | 00:28 | select it, go over to the right where
you'll see, potentially, a photo, as well as
| | 00:32 | some additional information.
| | 00:33 | As soon as you hover over that,
you'll notice a card starting to appear, and from
| | 00:38 | here we can email that person, we could
schedule a meeting with that person, or--
| | 00:42 | move this off to the far right--
| | 00:44 | we can click the double-
arrows to toggle the card size.
| | 00:48 | When we see the full details, we also
get this in the top right-hand corner: the
| | 00:53 | word ADD, and here's where we go to
add to our Outlook or Lync contacts.
| | 00:58 | So give it a click and click Add to
Contacts, and you'll notice a separate
| | 01:03 | window opens up here, where we
can add additional information.
| | 01:06 | We can type in our first name. We could
use a middle name or skip it. We could
| | 01:12 | add phone information if we have it.
Just click the plus sign to choose a
| | 01:16 | business, home, mobile or other phone number.
| | 01:19 | Also instant messaging information,
notes, work information, addresses, all of
| | 01:24 | this can be piled into one contact.
| | 01:26 | Once you have the information you need,
you just click Save and your contact is saved.
| | 01:32 | Now, if you go down to the left-hand
side in the Navigation pane where you're
| | 01:36 | used to accessing contact information,
you'll notice there's nothing there.
| | 01:40 | Here in the Outlook Web App,
we need to go up to People.
| | 01:44 | When we click People at the top, we
switch over to our contacts where we'll see
| | 01:48 | any contacts we've already added,
including the one we just added.
| | 01:51 | Of course, the beauty is, when we go to
send an email we don't have to remember
| | 01:55 | this person's email address; we just
type in may be their first name or if we
| | 01:59 | know both, their first
and last name. Very simple.
| | 02:03 | We can also add new contacts from scratch
by going up to new in the People section.
| | 02:09 | You can create a single contact or a
distribution list, which would be called a group.
| | 02:14 | This allows you to take multiple
contacts and put them into a single name, so
| | 02:17 | you can send email messages to that one
address and everyone will get the email
| | 02:22 | message that's in the group.
| | 02:24 | I'm going to click Create contact and
you'll notice it's the same fields, but
| | 02:28 | in this case, we don't already have an
email address and a display name; we have
| | 02:32 | to had those as well.
| | 02:34 | Let's click DISCARD,
because there is another way.
| | 02:37 | And if you already have contacts in
another email application--maybe it's
| | 02:41 | Outlook for example on a computer--you can
export those to a CSV, comma-separated values.
| | 02:48 | You can do it from Microsoft Excel
for example. So long as it's in the CSV
| | 02:52 | format you can import it here in the
Office Outlook Web App. So let's do that.
| | 02:59 | Over here to the right-hand side,
notice we can edit existing contacts. We can
| | 03:04 | do other things by choosing the More
actions icon here, like delete a contact or
| | 03:11 | if we want to, just go up a little
higher to the settings, give it click, and
| | 03:15 | choose Import contacts.
| | 03:19 | Now from here you'll notice some
information indicating there's two steps involved.
| | 03:22 | The first step is to export your contacts.
| | 03:25 | There is that CSV format.
| | 03:27 | Once you've exported, you're ready to
import, and all you need to do is browse for
| | 03:31 | the file, wherever you stored it.
| | 03:33 | If you have the Exercise Files you'll
find MyContacts in that folder. Give it a
| | 03:38 | click, click Open, and the
path appears in the field.
| | 03:43 | You're ready to import; all
you need to do is click Next.
| | 03:47 | Clicking Next will import your contacts. You can
see them starting to show up in the background.
| | 03:53 | I only had five in there, just so we
could go through the process. When we click
| | 03:57 | finish, you'll notice them
all listed here alphabetically.
| | 04:01 | Now, not only can we access their
information, edit their information if we
| | 04:05 | wanted to, but we can also of course
go back to Outlook, the web app, and start
| | 04:11 | sending messages to these people
without knowing their email addresses.
| | 04:15 | When we create new mail, we have a
To field, and we can just start typing.
| | 04:20 | If I type in Karen, you'll notice Karen
Leslie starts to show up. What about Dave?
| | 04:25 | Oh, there he is. David Rivers.
| | 04:29 | I can also click Search Contacts
& Directory to see a full list.
| | 04:34 | There's the guy I want right there, and select.
| | 04:37 | And of course, if you created a group,
you can type in the group name; you just
| | 04:41 | have to type in that one name and everyone
in the group will receive your email message.
| | 04:45 | I'm going to discard this, and that's a
quick look at contacts in the Outlook Web App.
| | Collapse this transcript |
| Viewing and creating meetings in the calendar| 00:00 | If you're a user of previous versions of
Microsoft Outlook, including Outlook, the
| | 00:05 | web app, in previous versions of Office
365, you're accustomed to going to the
| | 00:09 | left-hand navigation pane and
looking for the Calendar section.
| | 00:14 | Notice it's no longer here in the Outlook Web
App in this current rendition of Office 365.
| | 00:20 | It is still part of the Outlook Web App;
however, we access it from the very top of our screen.
| | 00:25 | It has its own tab. So, let's click it
now and spend some time with the calendar.
| | 00:29 | Right away, you'll see the default view.
| | 00:31 | If it's your first time like me,
you're going to see the monthly view, the
| | 00:36 | current date will be highlighted, and
over here in the top-right corner, we
| | 00:40 | can change our view from month to week or
just the work week right down to the specific day.
| | 00:46 | If we select day we'll be looking at
today, and you'll also see a line going
| | 00:51 | through your calendar
representing the current time.
| | 00:54 | Let's check out the work week.
| | 00:56 | This is a great way to look at
what's going on during the week at work
| | 01:00 | leaving out the weekend.
| | 01:01 | So you can see it's spread out a little bit more.
| | 01:03 | If we go to week, we'll be seeing all
seven days of the week, and there'll be
| | 01:08 | columns which are much more narrow.
| | 01:10 | Let's go back to month here.
| | 01:12 | We also have on the left-hand side a
navigation pane which we can collapse or
| | 01:16 | expand, and this helps us get around.
| | 01:18 | If we want to schedule something for
July, let's say, we could use these
| | 01:22 | navigation arrows to move back and
forth through the various months.
| | 01:26 | Once we see July, we can go to a
specific, day such as July 1, and you'll notice
| | 01:32 | it's now highlighted.
| | 01:34 | This is great if you wanted to set up
an event for that day or even an event
| | 01:38 | that takes up more than a day.
| | 01:40 | Let's say we'll be on vacation for
that week and we want to book it off.
| | 01:44 | Well, to do that we go up to new event.
| | 01:45 | And since we're already on
July 1, look at what happens.
| | 01:49 | It's the start date by default.
| | 01:51 | The event, let's type in Summer Vacation.
| | 01:55 | Location, to be determined.
| | 01:58 | Now notice as we type in locations, if we
type in actual locations that exist, we
| | 02:03 | can use Bing search to find the
location and get additional information.
| | 02:08 | Attendees, no, it'll just be
for our own viewing pleasure.
| | 02:12 | And down below, the Start date, as
you can see, is already set to July 1.
| | 02:18 | Now if we wanted to, we can click the
dropdown for the time and set a start
| | 02:22 | time, but really, if we think
about this, it's an all-day event.
| | 02:26 | So the duration over here, when we click
the dropdown, we want to make it All day.
| | 02:31 | As soon as we do that things change
on screen and now we have an end date.
| | 02:35 | We'll click the dropdown here and
we'll choose the fifth, the end of the week.
| | 02:41 | We want to be showing up in our
calendar for other people who are viewing
| | 02:45 | our calendars as Away. But you can
see there are other options: working
| | 02:49 | elsewhere, Tentative, Busy.
| | 02:52 | And in this case, it's a one-time
event that's not going to be repeated.
| | 02:56 | If you have monthly meetings, weekly
meetings, this is a great opportunity down
| | 03:00 | here to set up a recurring event.
| | 03:02 | But we don't need it for our vacation.
| | 03:04 | We are not going to mark it as
private and I'll show you why later when we
| | 03:09 | start sharing our calendar.
| | 03:10 | Additional details can be added down below.
| | 03:13 | But they're not necessary, so let's
click Save to save our new event, and you can see
| | 03:18 | how it shows up in our calendar
stretched across multiple days.
| | 03:21 | It also shows up over here on the right
-hand side where we can click to view
| | 03:26 | additional information. I'll close that up.
| | 03:29 | All right, let's go back to today; the
easiest way is to click the link go to today.
| | 03:34 | It'll take you back to the current date,
whatever date it is when you're viewing
| | 03:37 | this. And let's say we want to share our
calendar with other people so they can
| | 03:41 | see our availability.
| | 03:43 | Well, we can do that by going up here to
the top right-hand corner and clicking Share.
| | 03:48 | All we have to do now is start typing
in the names of the people we want to
| | 03:53 | share with. If they're in our
contacts, they'll start to show up.
| | 03:56 | If I start to type in David, D-A-V, you
see there's a couple here in my contacts,
| | 04:00 | and this is the guy who's part of the
organization David Rivers, who I want to
| | 04:04 | share my calendar with.
| | 04:05 | I could continue adding names and
share it with multiple people, but for now,
| | 04:09 | we'll leave it at this one person
and now we'll choose the permission.
| | 04:12 | Full details is the default. If we
click the dropdown we could give Limited
| | 04:17 | details or only Availability, so they'll
know when we're around and when we're not.
| | 04:22 | They won't know the
actual details of our events.
| | 04:25 | So we'll choose Availability only,
and we'll be sending an invitation.
| | 04:29 | The subject will be I'd like to share my
calendar with you, and you can see down
| | 04:33 | below, calendar is selected.
| | 04:35 | All we have to do now is click
Send and the invitation goes out.
| | 04:40 | Now, additional calendars are viewable down
the left-hand side in the navigation pane.
| | 04:45 | So when somebody shares their
calendar with me, I'll be able to go to other
| | 04:50 | calendars to view their availability.
| | 04:52 | It's a nice little feature.
| | 04:54 | So if you are working with a team for
example and you're collaborating, it's
| | 04:58 | handy to be able to see availability
if you are going to be booking meetings
| | 05:02 | with those people for example.
| | 05:03 | I really like this calendar feature.
| | 05:06 | So there is a few other things you can
do with the calendar, like printing and so on.
| | 05:10 | I'd encourage you to explore this
calendar feature here in the Outlook Web App.
| | Collapse this transcript |
| Managing tasks| 00:00 | In these busy times it can be very
difficult to remember every item that you
| | 00:04 | need to follow up on, every item that
needs to get done in a day, so it's good
| | 00:09 | to know here in the Outlook Web App,
you have a tool for doing just that.
| | 00:13 | It's called Tasks, and we're
going to take a look at it now.
| | 00:16 | Beginning here in Outlook, you may
recall, when you receive an email message
| | 00:20 | from someone within your Office 365
organization, you'll see this Action Items
| | 00:25 | tab, and clicking it will automatically
analyze the email message down below and
| | 00:30 | create action items for you.
| | 00:32 | So you'll see that there is a flag for
follow-up. You'll also see a little flag
| | 00:37 | appearing in the message snippet, but
you'll also find those items on your Task
| | 00:42 | list, and there's where we're going next.
| | 00:44 | Let's click Tasks, down near the
bottom of our Outlook navigation pane.
| | 00:49 | That switches us over to our tasks,
and there they are, on our Task list.
| | 00:54 | Let's talk about what we're seeing here.
| | 00:55 | First of all, in the navigation pane
for Tasks, on the left-hand side, you can
| | 01:00 | have flagged items--these are items that come
from those email messages--and tasks displayed.
| | 01:06 | If you want to focus in on simply Tasks
and leave out the flagged items, click
| | 01:10 | this link and you'll see, for me, I
don't have any. Both of my items are just
| | 01:14 | simply flagged items,
things I need to follow up on.
| | 01:18 | Also, at the top, we can filter out some
of our task by going to Active. These are
| | 01:23 | the ones that need attention.
| | 01:25 | Any of these overdue?
| | 01:26 | No, we're good to go so far. Any completed?
| | 01:30 | Not yet. Let's go back to All.
| | 01:32 | Now with All selected, you'll see
anything that needs to be completed, anything
| | 01:37 | that's overdue. You'll also see all
of the items that have been completed;
| | 01:40 | they'll show up as crossed out.
We'll see that momentarily.
| | 01:45 | With an item selected, you'll also see
the details over here in the reading pane.
| | 01:49 | This happens to be the email message
that was used to create this follow-up
| | 01:55 | item, and if we are to delete our task or follow
-up item, we would actually delete the email.
| | 02:01 | You'll see this momentarily as well.
| | 02:03 | Right now though, let's just
simply mark this as complete.
| | 02:07 | We were requested to submit training
request. We just did it, so we can go right
| | 02:12 | into the snippet here to do this.
| | 02:14 | Notice there's a little clipboard icon.
| | 02:16 | Here is where we go to mark it as complete.
| | 02:19 | That's better than deleting it,
| | 02:20 | because as I mentioned, if we hit Delete,
we'll see a warning that we're about
| | 02:24 | to delete the item and the email
message as well. Do we want to continue?
| | 02:28 | Let's choose No, and simply go to the
clipboard icon to mark it as complete.
| | 02:32 | Now we see a check mark, and it's
crossed out here on our snippet list.
| | 02:36 | Let's go to the User Conference one.
| | 02:39 | Now this one also came from an email and
if we wanted to, we can mark it as complete.
| | 02:44 | There we go; both of these are crossed off.
| | 02:47 | Now, if we go to Active to see
what needs to be done today,
| | 02:51 | nothing. It looks like a slack day.
| | 02:52 | Of course, you can create your own
tasks from scratch as well. Let's do that.
| | 02:57 | We'll click new task up at the top left,
and over here on the right now, we have
| | 03:01 | some fields to fill in.
| | 03:02 | If it's a simple task, we'll just
simply fill in the fields we see here,
| | 03:06 | for example, Submit Vacation Request.
| | 03:10 | Maybe I have to do that by May 1,
so I'll click the calendar dropdown,
| | 03:17 | navigate to May, and click the 1st.
| | 03:20 | Down below, I can add Additional Notes.
Maybe I'm planning on 2 weeks in July.
| | 03:29 | If I needed to, I could add more details.
| | 03:32 | When we click Show More Details,
you'll notice we can include Start dates.
| | 03:36 | Now this is typical of a project task where
you might have a Date completed, Status,
| | 03:42 | the Percent complete. You can add a
Priority to it as well. If it repeats, you
| | 03:47 | can add that, including Reminders, and
then you can also track things like Work
| | 03:52 | Hours, Mileage, Billing, and so on.
| | 03:55 | I don't need any of that for this
vacation request, so I'm going to click show
| | 04:00 | fewer details to bring it back to a simple form.
| | 04:03 | All I need to do now is save.
| | 04:06 | When I save it, it now
appears on my list of active items.
| | 04:10 | Notice I'm still looking
at Flagged Items and Tasks.
| | 04:13 | This one happens to be an actual task.
| | 04:15 | Clicking it will display the
information over here on the right again.
| | 04:20 | I can also go back and make changes to it.
| | 04:22 | I'm going to edit this and change this
to August and resave it. There we go.
| | 04:32 | And I can mark it as complete once
I submit my vacation request.
| | 04:35 | Again, I can go to the clipboard icon,
but I can also go up here to Complete.
| | 04:38 | When I click it there,
look at that, nothing active.
| | 04:42 | If I go back to All though, I will see All
tasks, including the ones that I have completed.
| | 04:48 | We can also sort what we're seeing here.
| | 04:51 | Items can be viewed by their due dates.
You can click the dropdown to change
| | 04:55 | that to Status for example. All of these
are completed together. How about By Type?
| | 05:02 | There we go.
| | 05:04 | So we have a task and these are
messages. And we can rearrange the order for any
| | 05:09 | of these Sort by options.
| | 05:11 | Notice down below, messages
on top, messages on bottom.
| | 05:14 | If we go back to due date and click the
dropdown, we can have the oldest on top
| | 05:18 | or the newest on top.
| | 05:20 | I like the newest ones at the top. There we go.
| | 05:22 | So that's a quick look at your Tasks.
| | 05:25 | At any time you can delete tasks as well,
when you don't need to see them anymore.
| | 05:29 | This one happens to be a simple task. If I
hit Delete, it's gone. Where does it go?
| | 05:34 | It goes to your Deleted items.
| | 05:36 | You need to go back to Outlook to find
those and when we go to Deleted items,
| | 05:40 | you'll see your email messages, but
you'll also see tasks in here as well.
| | 05:44 | If we were to arrange how we
view this list--how about Type?--
| | 05:48 | you'll see the Task at top. Beautiful!
| | 05:53 | That's all part of the Outlook Web App.
| | 05:55 | So if you do need to follow up on things,
remember those things using follow-up
| | 06:00 | items or action items in email
messages and remember you can create your own
| | 06:05 | tasks as well and follow up on those.
| | 06:08 | It's a great way to make sure that
you don't let anything slip through the cracks.
| | Collapse this transcript |
|
|
4. Sharing and CollaborationAccessing and editing the team site| 00:00 | It's time now to dive into what I
consider to be the real advantage to Office
| | 00:04 | 365, and that is SharePoint functionality.
| | 00:09 | SharePoint online is built into Office
365, giving you access to something called
| | 00:14 | team sites, which we're
going to explore in this chapter.
| | 00:17 | We're going to begin as end users
simply accessing the team site and perhaps
| | 00:22 | making a couple of modifications.
| | 00:25 | When you log in and click Sites at
the very top, you'll notice tiles for
| | 00:29 | accessing your default team site.
| | 00:31 | Every Office 365 installation
comes with a default team site, and the
| | 00:37 | administrator can go in there and start
updating, and as end users, if you have
| | 00:41 | the permission, you can do the same.
| | 00:43 | You'll also see a tile for accessing
your public website, and eventually you
| | 00:48 | might come across sites that you want
a return to and you'll, follow them by
| | 00:51 | marking them as sites to be followed.
They'll appear on a list down below under
| | 00:56 | Sites I'm following.
| | 00:58 | And then eventually, once you
complete your profile and start following
| | 01:01 | people and content, you'll see Suggested sites
starting to show up here in the right hand side.
| | 01:06 | For now though, we're going to go to
our team site and see what's there.
| | 01:10 | Click the team site tile and
you'll arrive at the homepage.
| | 01:14 | Now this was edited by the administrator,
lynda.com team site, and the layout that
| | 01:19 | we see here was probably designed
by the person who first set this up.
| | 01:23 | We have Documents, a section where
documents can be created, uploaded, and
| | 01:29 | accessed by simply clicking the links.
| | 01:31 | For examples, this Revenues_by_
Department spreadsheet, by clicking the link,
| | 01:35 | I'll launch the Excel Web App, I'll be
able to update it. Others may be doing
| | 01:39 | the same even at the same time.
| | 01:41 | That's the beauty of SharePoint online.
| | 01:44 | Also, down below you'll see Site Assets
in this particular site, where we can add
| | 01:48 | new documents, but by default there
will be a team site notebook, a OneNote
| | 01:52 | notebook that can be accessed by
everybody, who can be adding content to the
| | 01:56 | notebook and updating it, so we all
have access to the same information.
| | 02:01 | Also you'll find links down the left-
hand side. With Home selected you'll always
| | 02:05 | be able to return to your homepage here.
| | 02:08 | If you want to go into that Site Assets
team site notebook, you can do it from
| | 02:12 | here as well by clicking Notebook.
| | 02:14 | Or want to focus on documents only?
Click Documents. That's the only section
| | 02:19 | you're going to see now over
here on the right-hand side.
| | 02:21 | We can also go to Site Contents, and this
gives us access to things like the Site
| | 02:26 | Assets again, which is our
notebook, or just the documents.
| | 02:30 | But we could also add applications.
| | 02:33 | We could access site pages, even add
pages, something we will do as we move
| | 02:38 | through this chapter.
| | 02:39 | Form Template, Style Libraries, all here,
we can even create subsites to our team
| | 02:43 | site by going down to the
bottom here and clicking New Subsite.
| | 02:47 | For now though, we're just simply going to
go back to our homepage by clicking Home.
| | 02:52 | Now from here, if I wanted to, I could
start uploading documents, even creating
| | 02:56 | new ones on the fly.
| | 02:58 | But if I want to make modifications to the
look and feel, I have to have those permissions.
| | 03:02 | I'll know if I do if I see Edit up
here in the top right-hand corner and I
| | 03:07 | click it to get into modifying my team site.
| | 03:11 | Now you'll see a cursor flashing
where you can start adding content.
| | 03:14 | So if you wanted to add additional text,
for example, we can select that text.
| | 03:20 | We can modify it using our Ribbon here.
We have a number of different formatting
| | 03:24 | sections, including the font, which in
this case happens to be using the body
| | 03:30 | option from our styles, so if we wanted
to, we could change this to a heading.
| | 03:34 | I like that. But we could also go in
here and change the Font face, the Size,
| | 03:39 | Coloring, et cetera. All of that's done by
selecting a style, so that's fine with me.
| | 03:44 | We could change the text layout.
Right now we're looking at the sections one on
| | 03:48 | top of the other in a single wide column.
| | 03:50 | If we click the dropdown, we
could change it to two columns maybe.
| | 03:54 | That way we can put things over here on
the right-hand side. Or if you'd like to
| | 03:57 | have a header across the top, where
you'll put that text for team members only,
| | 04:01 | you might choose one of the options that
include a header, like two columns with
| | 04:05 | header and then move this
content into the header section.
| | 04:09 | That way when you create additional pages,
you'll be able to see that content at the top.
| | 04:14 | All right, down below now, we don't need
this extra space, so we can click and delete.
| | 04:19 | Now, let's see if we are
allowed to add some things here.
| | 04:22 | Let's say for example on the right-
hand side we want to add announcements or
| | 04:25 | something, so we click over here on the
right-hand side. And now we're going to
| | 04:29 | go over to those Site Contents again,
and you'll notice a little message popping
| | 04:33 | up if you have not saved your changes.
| | 04:37 | So by clicking OK, we'll save our
changes before we go over to Site Content.
| | 04:43 | Well, this is great if I want to do
things like add pages, but if I wanted to
| | 04:48 | add things like web parts, I
need to go back to my homepage.
| | 04:52 | Because from here, when we click Edit,
we actually have an Insert tab that
| | 04:57 | appears on the ribbon.
| | 04:58 | So we click the Insert tab, and now
we're ready to start inserting things
| | 05:03 | like web parts. Well, where do we want
that web part? How about over here on
| | 05:07 | the right-hand side?
| | 05:08 | We'll click there first, click Web Part,
and then maybe if we wanted to, we could
| | 05:12 | go down to Community and
down here, What's happening.
| | 05:16 | This is a way of kind of announcing
the number of members, topics, and so on.
| | 05:20 | Am I allowed to do this?
| | 05:22 | Well, I'll find out when I click Add.
| | 05:25 | If you see a warning that pops up,
indicating you don't have permissions to
| | 05:29 | add and customize pages like this,
you have to click OK and pass that on to
| | 05:34 | your administrator.
| | 05:37 | For now though, we can click Save up
here in the top-left, you could also click
| | 05:40 | it in the top right-hand corner of your
screen to save any changes you've made
| | 05:45 | and returned to your homepage looking
at the new layout and the new content.
| | 05:49 | All right, so if we do want new pages,
| | 05:53 | how do we do that, and can
we do that as an end user?
| | 05:56 | We'll check that next.
| | Collapse this transcript |
| Adding pages to the team site| 00:00 | As members of your team site begin
to upload documents and perhaps add
| | 00:05 | additional web parts and so on, it
may get a little overcrowded, and to stay
| | 00:09 | organized, you could
consider creating separate pages.
| | 00:12 | Let's say you are in an office
environment, for example, and different departments
| | 00:16 | will be sharing different files.
| | 00:18 | Well, a different page for each
department might be in order. So let's talk
| | 00:22 | about adding pages now.
| | 00:24 | You may be able to do this with
your end user permissions or as the
| | 00:28 | administrator of course,
you'll also be able to add pages.
| | 00:31 | There are a couple of ways to do it.
| | 00:33 | One option, go up to the Settings
icon up next to your name and click it
| | 00:38 | and choose Add a page.
| | 00:39 | This allows you to type in
the name for your new page,
| | 00:43 | so we'll type in something
like Human Resources let's say.
| | 00:46 | I'll begin with them and click Create.
| | 00:49 | Now the new page is created. You are
taken to it in edit mode, where you can
| | 00:54 | start adding some content
here, some text for example.
| | 00:57 | Let's type in Human Resources one
more time here at the top of our page.
| | 01:01 | We should also select it and format
it, and by using Styles like the Heading
| | 01:06 | 1 style here, we can use that on
subsequent pages to keep a consistent look and feel.
| | 01:11 | All right, we'll click down below.
That's a good start for our new page.
| | 01:15 | I know as an end user I'm not
able to start adding web parts.
| | 01:17 | I don't have those permissions, but
I've at least started the page. All I need
| | 01:22 | to do now is click Save, and
I'll be looking at that page now.
| | 01:26 | If I go back to my homepage of the
team site, everything looks the same here,
| | 01:30 | and in fact, there is no
additional link to my new page.
| | 01:34 | So we'll have to talk about
editing our links momentarily.
| | 01:37 | For now though, we can look at
another way to create a page.
| | 01:41 | We can go to Site Contents over here
on the left-hand side and click it.
| | 01:45 | From here choose Site Pages and
you'll see a list of your current pages,
| | 01:49 | including the new one right
at the top, Human Resources.
| | 01:52 | There's our homepage, and we also see
down below a page how to use this library
| | 01:57 | created by the System Account.
| | 01:59 | Everybody gets this default page.
There's a link to it anywhere, and you wouldn't
| | 02:03 | know it's there until you
came to the Site Contents.
| | 02:05 | But we can also create a new page
from here by clicking new Wiki page.
| | 02:11 | Go ahead and do that and we'll type in Marketing--
that's our next department--and click Create.
| | 02:18 | Same thing as we saw with HR.
We're ready to start editing our new page.
| | 02:22 | We'll type in Marketing for example,
select it, let's choose Heading 1 to stay
| | 02:27 | consistent, and we'll click Save.
| | 02:30 | That saves up our new page called
Marketing, and we're ready to start filling it
| | 02:34 | up with web parts and so on.
| | 02:37 | But if we go back to our homepage here,
we don't have links to those separate
| | 02:41 | pages, and we really should.
| | 02:44 | So how do we edit links?
| | 02:45 | Well, there's an Edit Links button
right up here. If we click it, we can start
| | 02:49 | dragging and dropping links,
but we don't see those links.
| | 02:52 | We can also create new links.
| | 02:54 | So let's click Cancel. Let's go to our
Site Contents, click Site Pages, and from
| | 03:02 | here we can do things like copy that link.
| | 03:05 | Let's go to the ellipses next to Marketing.
| | 03:08 | That opens up a menu, and you'll see
the link that takes us to our Marketing
| | 03:12 | page. Click inside and it's selected.
| | 03:16 | Right-click now and choose Copy.
| | 03:19 | That means, if we close this up and we
go back to our homepage, we can go up to
| | 03:25 | Edit Links, click the plus sign next
to link to Add a Link, and we'll call
| | 03:32 | this one Marketing.
| | 03:34 | Down below, we need the address. Well
we copied it, so we can right-click
| | 03:38 | inside and choose Paste.
| | 03:41 | When we click OK, it now appears next
to our home link. If we didn't want it,
| | 03:46 | we could close it up or delete it by
clicking the X. Really we should save our
| | 03:51 | changes by clicking Save, and now looking here
at our home site we have a link to Marketing.
| | 03:56 | Click Marketing and there it is.
Click Home and we're back to our Home site.
| | 04:03 | So we would want to do the same for
each of our pages, like our HR page and any
| | 04:07 | other pages we might create.
| | 04:09 | Now once we've created pages,
we need to start adding web parts.
| | 04:13 | So once we have the web parts in
there, we can start doing things like
| | 04:17 | allowing our team members to upload
documents and edit documents that are
| | 04:20 | already there and so on.
| | 04:22 | So in the next lesson,
we'll talk about adding those web parts as
| | 04:26 | an administrator.
| | Collapse this transcript |
| Adding Web Parts to a page| 00:00 | Once you've created a team site, maybe
added pages, you'll want to have content
| | 00:04 | appearing on those pages, and that
will involve inserting things such as web
| | 00:10 | parts. Here at our default lynda.com
team site for example on the homepage,
| | 00:14 | we have a couple of web parts:
Document and Site Assets. But if you were
| | 00:18 | following along with me in the
previous lesson, we created a link to a
| | 00:21 | separate page called Documents and
Assets, and that's where we want this
| | 00:26 | type of content to reside.
| | 00:27 | So that means creating those web parts
on that page and making some changes to
| | 00:32 | our home site, so let's do that.
| | 00:34 | You'll need to have admin privileges to
insert some of the web parts that we are
| | 00:39 | going to the inserting.
| | 00:40 | So if you are not logged in as an
administrator, this won't work for you.
| | 00:44 | Let's go to Documents and Assets.
| | 00:46 | Now from here, we have the new page.
| | 00:48 | We have the title. We have nothing more.
Time to start adding things. To do that
| | 00:52 | we click Edit, in the top-right corner.
| | 00:55 | Now that we are editing the page and
we see the ribbon across the top, we
| | 00:59 | can simply click where we want to start
inserting things like our documents web part.
| | 01:04 | Let's go to the Insert tab.
| | 01:07 | Next, we'll go to Web Part and with
Apps selected in the Categories column,
| | 01:13 | you'll see Documents is
first on the list of Parts.
| | 01:17 | With that selected, we click Add,
and it gets added to our page.
| | 01:22 | And you'll notice that it's exactly like
we see on our homepage. In fact, we even
| | 01:26 | see the one document that's already
been uploaded to this part. All right!
| | 01:31 | Let's click down below that now and if
you want, you can hit Enter just to leave
| | 01:35 | an extra space, and we'll insert that
other web part for our site assets.
| | 01:41 | Again, it's the Insert tab, Web Part, and there
is Site Assets right there in the Apps category.
| | 01:47 | With that selected, clicking Add,
we add that part as well. Perfect!
| | 01:52 | All right! Let's save our changes by clicking
save up here on the Ribbon in the top-left
| | 01:56 | corner, and you'll see that it really
looks exactly like our homepage. If we go
| | 02:02 | back to the homepage, we no longer need
those parts, and we might want to add a
| | 02:06 | different type of Web Part to display different
content here on our homepage. So let's do that.
| | 02:12 | Here on our homepage, when we click
Edit, that's the page we'll be editing.
| | 02:17 | Now, you will see the different
layout. We have the two columns.
| | 02:20 | To remove a part, we just click inside.
So long as you see the four-sided arrow,
| | 02:25 | when you click, you will be selecting
the entire part and you can hit Delete on
| | 02:29 | your keyboard. Fastest way to remove.
| | 02:31 | Do the same for both of these, and we
now have a nice clean page, ready to start
| | 02:35 | inserting something different.
| | 02:37 | To do that again, we go to the
Insert tab and select Web Part.
| | 02:42 | Now from here, we might want to
insert something totally different.
| | 02:46 | Notice the different
categories down the left-hand side.
| | 02:49 | If we scroll down, you will see
something called Media and Content.
| | 02:53 | We can click there, and you can see there is a
Content Editor, getting started with your site.
| | 02:58 | That would help if people are new to
the site and want to know how to use it.
| | 03:02 | Let's click Add to add that our homepage.
| | 03:05 | Now you will see that we have tiles
and everything here for sharing the site,
| | 03:10 | adding things, and so on.
| | 03:12 | If you decide okay, I don't really want
that on my homepage, you can click again
| | 03:16 | with the four-sided arrow and press Delete.
| | 03:19 | Let's explore some other categories now.
Go to Insert > Web Part, and let's try
| | 03:25 | something different here.
| | 03:26 | As we scroll up and down the list,
notice something called Social
| | 03:29 | Collaboration down below.
| | 03:31 | Now from here, we can add things like a
noteboard, where people can add notes, so
| | 03:37 | various team members can be adding to
the noteboard and when we arrive at the
| | 03:41 | homepage, we'll see that information.
| | 03:43 | I like that. Let's click Add.
| | 03:46 | Now this is a web part that's a
little more complex and actually has a feel
| | 03:49 | where people can post things, and
there is the information on how to do that
| | 03:53 | down below. Beautiful!
| | 03:55 | Over here on the right, if we click
inside that section in column 2, we can go
| | 04:00 | back to the Insert tab, select
Web Part, try something different.
| | 04:04 | For example, Site Users,
| | 04:06 | when we select that, we can see a
list of the site users and their
| | 04:10 | online status. Beautiful!
| | 04:12 | We'll click Add. It gets added to that side
of the screen, and you'll notice that we
| | 04:18 | have filtering options
here available to us as well.
| | 04:21 | Let's click Save to see what
we have so far on our homepage.
| | 04:24 | That looks nice, and a link to
our documents and assets up above.
| | 04:29 | Clicking that takes us to those items
that previously appeared on our homepage.
| | 04:33 | Let's go back to home.
| | 04:36 | So that's how we add the
various types of web parts.
| | 04:39 | If you're not logged in as an
administrator, many of them cannot be inserted.
| | 04:43 | You won't have permissions unless they
were given to you by the administrator,
| | 04:47 | so keep that in mind
when editing your team site.
| | Collapse this transcript |
| Uploading and creating documents on a team site| 00:00 | Of course, the whole idea behind
using a team site here in Office 365 is to
| | 00:04 | provide an area where team
members can go to collaborate.
| | 00:08 | Part of cooperation might involve
working on files and sharing those files,
| | 00:14 | so how do we get files onto the team site?
| | 00:16 | Well, we can upload them if they
already exist or even create them on the fly,
| | 00:20 | and that's what we are going to do right now.
| | 00:21 | All we need to do is go to a location
where we have a Documents web part.
| | 00:26 | If you have been following along with me,
we created a page called Documents and
| | 00:30 | Assets. We can click that link that we
created at the very top of our homepage.
| | 00:35 | Here in the Documents web part, we
already have a file from earlier. But if we
| | 00:39 | wanted to add new files, all we'd need
to do is go to the New Document link.
| | 00:44 | Now clicking New Document gives you the
opportunity to create a new file on the
| | 00:48 | fly or upload an existing file.
| | 00:52 | Let's start by uploading
something we already have.
| | 00:54 | We'll click uploading existing file.
| | 00:57 | When we go to the Browse button, we can
now browse to our exercise files. Mine
| | 01:01 | are on the Desktop and
there it is, NoObstaclesBio.
| | 01:04 | That's the one I want to upload.
And when I click Open, it now appears in the
| | 01:10 | File field, and all I need to do is click OK.
| | 01:13 | If the file already exists, notice
it will overwrite an existing file.
| | 01:18 | Click OK and off it goes.
| | 01:20 | It's now a file located in my Documents
web part here that anyone who has access
| | 01:25 | to this team site can access,
meaning they can click this link,
| | 01:30 | it is a Word document, the Word Web app
will open up, and they will be working on
| | 01:34 | it. And in fact multiple people can be
working on the same file at the same time,
| | 01:38 | and all of the changes
will be synced up. Beautiful.
| | 01:41 | Now we can also create new
documents on the fly as well.
| | 01:43 | If we go back to the New Document link
and click there, notice we can create
| | 01:48 | Word documents, Excel files, PowerPoint
presentations, maybe a OneNote notebook,
| | 01:53 | even an Excel survey--different from workbook.
| | 01:56 | Let's go to PowerPoint Presentation.
| | 01:59 | All we have to do now is give our new
file a name, so we'll be creating the file
| | 02:04 | that we enter here in the Document Name field.
| | 02:07 | Let's say it's New Hire Orientation,
and we click OK. Barious departments
| | 02:16 | will be adding their sections to this
presentation, and you can see the PowerPoint
| | 02:20 | Web App launches. And the first
thing we need to do is select a theme.
| | 02:24 | All you do is click the theme that
best suits your needs and click apply.
| | 02:30 | Now, you're onto your very first slide.
| | 02:33 | Click to add Title. We'll click in
there, type in New Hire Orientation.
| | 02:39 | If we want a subtitle, we can add it
there. We are going to type in Welcome, with
| | 02:46 | an exclamation mark, and I'll just click
anywhere outside the slide to deselect,
| | 02:51 | and you can see there is our first slide.
| | 02:54 | Now, as you look to the top, there is a
File tab here. There's a Home tab. You'll
| | 02:58 | see most of the tabs you are used to
seeing in the full-fledged version of
| | 03:02 | PowerPoint running on your desktop,
but at any time, you can open this file on
| | 03:06 | your desktop in PowerPoint if
you need that added functionality.
| | 03:09 | If we go to the File tab here, you
will notice a Save As option. There is no
| | 03:15 | just simply Save option. Everything
that we're doing here is being saved.
| | 03:19 | So when we go up to the top-right
corner and click the Close button to exit,
| | 03:24 | we'll return to our team site because
we are using the web app, and you will
| | 03:29 | notice we have a new file in
there, New Hire Orientation.
| | 03:32 | You can see when it was
modified last and who modified it.
| | 03:36 | Now again, anyone with access to this
team site will be able to go into that file
| | 03:40 | and start adding their own slides.
| | 03:43 | So that's as easy as it gets, adding
documents by uploading them or creating them
| | 03:48 | on the fly here in an Office 365 team site.
| | Collapse this transcript |
| Uploading and creating documents on SkyDrive| 00:00 | If you've been following along with me
in this chapter, you know how a team site
| | 00:04 | is an excellent way to collaborate with
team members on files, share them, work
| | 00:08 | on them simultaneously even.
| | 00:10 | What if you have files you want to
share with other people who are not
| | 00:13 | necessarily members of your team site?
| | 00:16 | In those cases, you can use something different.
| | 00:19 | It's called SkyDrive.
| | 00:20 | It's cloud storage, and it comes
with your Office 365 account.
| | 00:24 | So it really doesn't matter what you're
looking at here if you want to follow
| | 00:27 | along. Go to the top where you'll find
your SkyDrive tab. Give that a click and
| | 00:31 | you will you'll arrive at your homepage.
| | 00:34 | Now, earlier on in this title, we talked
about creating a new folder. We created
| | 00:38 | the to NoObstacles folder here in
SkyDrive, kind of setting things up. We talked
| | 00:42 | about sharing a little bit.
| | 00:43 | But now we are going to focus on documents.
| | 00:46 | If we have documents we want to share
with people, we can do that by uploading
| | 00:50 | them or we can create them on the fly as well.
| | 00:53 | Let's say we want to share a file
with somebody. We can put it into one of
| | 00:58 | our existing folders.
| | 00:59 | If we go to the Shared With Everyone
folder, a default folder that comes with
| | 01:03 | SkyDrive and automatically allows
anyone to access the contents, you could just
| | 01:08 | simply put it there.
| | 01:09 | If there are specific people you want
to share it with, you could put it into a
| | 01:13 | folder, like No Obstacles, one we created
earlier, and if you don't see that, just
| | 01:17 | go to the Files tab and create a New
Folder, and you can choose to share that
| | 01:22 | folder or share the files within
that folder, or just simply upload your
| | 01:26 | documents directly to the root directory here.
| | 01:29 | That's what we are going to do.
| | 01:32 | We go to the new document link.
| | 01:33 | We can create a new file on the fly
using the app of our choice or go down to
| | 01:38 | Upload Existing File. Let's go there.
| | 01:41 | Next, we'll browse to our exercise files,
and if you don't have them, you can use
| | 01:46 | any file of your own, just to follow along.
| | 01:49 | I am going to go for this NOH_Logo, the No
Obstacles Home logo, select it, and click Open.
| | 01:55 | That inserts it into the File field.
| | 01:58 | If it already exists, it will be
overwritten here with this newest version,
| | 02:01 | because it's checked off. If you
don't want to do that, just make sure it's
| | 02:05 | deselected before you click OK.
| | 02:06 | All right, so the file is being
uploaded, and as you can see, it now exists along
| | 02:12 | with my other folders here in
SkyDrive. Now to share it.
| | 02:16 | Well, you'll notice the lock
icon under the Sharing column.
| | 02:19 | Currently, that means it's only shared with me.
| | 02:22 | If I want to share it with other people,
I can go to the ellipses here to open the menu.
| | 02:26 | You can see it is only shared with me
here. Only shared with you is what I see.
| | 02:31 | That is a link however, that I can
click, and in this case invite people, email
| | 02:37 | everyone, there are some advanced options.
| | 02:39 | I am going to invite people to this file.
| | 02:42 | All I have to do is enter names, email
addresses, names if they're already in my contacts.
| | 02:47 | I am going to email this person,
kleslie, and you can see that name is already
| | 02:53 | showing up, part of my contacts.
| | 02:56 | So that person is going to
get an email with an invite.
| | 02:58 | I am going to type in a short message.
Do I need them to sign in? No, not
| | 03:04 | necessarily. They don't need to be a
team site member for example, part of an
| | 03:08 | Office 365 account, and when I click
Share, that person will get an email with a
| | 03:14 | link to this particular file,
and they'll be able to open it up.
| | 03:19 | It's a picture file. It'll open up in
their default viewer for example, where
| | 03:22 | they'll be able to provide feedback.
| | 03:24 | So that's how we share.
| | 03:25 | Notice that the Sharing column, now the
icon looks a little bit different, and you
| | 03:29 | can see it's shared with some people.
| | 03:31 | We can click that icon to find out who.
| | 03:33 | Me and this person, Karen Leslie, can edit.
| | 03:36 | From here I can change her permissions.
| | 03:38 | I only want her to view it.
I save those changes.
| | 03:41 | She will be able to view
that, not make changes to it.
| | 03:44 | Of course at any time, I can stop
sharing as well, by clicking Stop Sharing and
| | 03:49 | saving those changes.
| | 03:51 | It's no longer available to the
person I invited, and now I can click close.
| | 03:55 | So that's how we upload a
file here to our SkyDrive.
| | 03:58 | You can also create a new document on the fly.
| | 04:00 | Let's go to New Document and
this time create a Word document.
| | 04:04 | This will launch the Word app
| | 04:05 | once we provide a name for our
new document. When we click OK
| | 04:10 | I am now starting a brand-new document,
so the Word Web app will launch, and I'll
| | 04:15 | have a blank new file in front of me.
| | 04:18 | Now, if I am going to have several
people contributing to this document, it's
| | 04:22 | great to be able to share it.
| | 04:23 | I'll call this Draft 1, and I
would continue from here.
| | 04:29 | I can save, in this case with the web
app saving my changes, but when I close
| | 04:33 | this, it's also saved up, and it
resides in the cloud on SkyDrive.
| | 04:38 | It now shows up here in my root directory.
| | 04:40 | Notice by default, it's only shared
with me, and again I can go through the
| | 04:44 | procedure of inviting people who I
might want to share this file with.
| | 04:49 | They will have access to it as
long as I give them access to it.
| | 04:52 | Now at anytime we can
remove these files as well.
| | 04:55 | Just go to the ellipses to open the menu.
| | 04:59 | From here, you can see all kinds of
things like editing, sharing, following, and
| | 05:03 | another ellipses to open a separate menu.
| | 05:06 | There is a faster way though.
| | 05:08 | Let's just make sure it's checked off
by clicking over here in the left-hand
| | 05:11 | side. Press Delete on your keyboard and
you'll see a warning message that you're
| | 05:14 | about to send it to the Recycle Bin.
| | 05:16 | We click OK and that document is gone.
| | 05:20 | That's how we create files on the fly
and upload files to SkyDrive, another
| | 05:24 | location that's excellent for sharing
files and collaborating on files with
| | 05:28 | other people, regardless of whether
they are team members of your team site or not.
| | Collapse this transcript |
| Using desktop apps with Office 365| 00:00 | With Office 365, you have access to
the web app versions of the Office suite,
| | 00:05 | but if you need the full functionality
of Word, Excel, PowerPoint, and so on, you
| | 00:10 | can continue to use those applications
on your desktop, but just save your files
| | 00:15 | to your Office 365 account. How do we do that?
| | 00:18 | Well first, we need to be able to set it up.
| | 00:21 | So we are going to use a sample
document here, which is our No Marketing
| | 00:25 | Brochure. You'll find it in your
exercise files. And let's say we want to save
| | 00:29 | that to a location like a team site
where we could collaborate with others.
| | 00:32 | It's in its infancy stages;
we need input from other people.
| | 00:35 | We go up to the File tab, down to
Save As, and now what we need, really, is an
| | 00:42 | Office 365 SharePoint option down the
left-hand pane here. And you won't see it
| | 00:47 | by default, even if you have
the account already set up.
| | 00:50 | What you need to do is add that
place by clicking Add a place.
| | 00:53 | Now you should see over here to
the right, Office 365 SharePoint.
| | 00:58 | We'll give that a click, and all
you need now is your email address.
| | 01:03 | When you click Next, you will
probably be prompted for a little more help.
| | 01:06 | In this case, I am going to be using my
organizational account for Office 365.
| | 01:10 | I will see the address, or User ID,
and I'll be prompted for my password now.
| | 01:16 | You can choose to stay signed in once
you're signed in. That way you won't have
| | 01:19 | to set this up again and click Sign In
and all of a sudden, you'll see that the
| | 01:26 | place is being added to your Office account.
| | 01:29 | So over here on the left-hand side,
we can now choose the name of our team
| | 01:32 | site. Mine is lynda.com. There it is.
| | 01:34 | I can select it, and I'll also
see my SkyDrive there as well.
| | 01:39 | So if I wanted to go to the team
site and maybe a specific folder,
| | 01:42 | I can even use the Browse button now.
| | 01:45 | I'll be looking at my team site.
| | 01:47 | I can go to Documents, double-click
it to open that up, double-click maybe
| | 01:52 | another folder like No Obstacles.
This is where it belongs, and there's the
| | 01:55 | Marketing Brochure. And when I click Save,
it's actually being uploaded to that site.
| | 01:59 | Now I can continue working on it here
as though it were a local document, but
| | 02:04 | this is an opportunity now for me to
save it to a location where other people on
| | 02:10 | the team, for example, can access
it to collaborate on this file.
| | 02:15 | Now you'll notice when you go to File
and Save As, it'll always be there. Same
| | 02:20 | thing if you go to Excel, PowerPoint,
and so on; they'll already be there once
| | 02:24 | you set it up in one of the apps.
And if you go to Open, you will also see it
| | 02:29 | there. So you can open files directly
from your desktop app, even though they
| | 02:33 | reside on the team site or
maybe even in your SkyDrive folder.
| | 02:37 | So that's how you get synced up
with your desktop apps in Office 365.
| | Collapse this transcript |
|
|
5. Connecting with ColleaguesSetting up collaboration with newsfeeds| 00:00 | In this chapter we're going to shift
our focus to collaborating with others in
| | 00:04 | Office 365. One of the best ways to do
that is to have conversations using the
| | 00:10 | Newsfeed, and that's where
we're going to go first.
| | 00:12 | So it really it doesn't matter what
you're looking at onscreen right now.
| | 00:15 | I can see I'm following a couple of sites a
User Conference 2013 team site and a blog.
| | 00:20 | But when I go up to Newsfeed here
and click, I'm going to see some
| | 00:25 | additional information.
| | 00:26 | First of all, down the left, Newsfeed is
selected. We'll be talking about Blogs
| | 00:31 | and so on a little bit later on.
Right now though, we'll focus on the middle
| | 00:35 | section here where we can start a
conversation with everyone, or other people and
| | 00:41 | things we are following, such as
that User Conference 2013 Site.
| | 00:45 | Notice over here on the right-hand side,
we also get an update list of who we
| | 00:49 | are following. No people so far,
no documents. There's the two sites.
| | 00:54 | I can click the number to see those
two sites and go to them. Also tags will
| | 00:58 | start to show up here as well.
Conversations will begin to flow down below in
| | 01:03 | this middle section once we get going,
but first, we need to follow some people.
| | 01:08 | Now, when you come across contacts
in daily activities, you may have an
| | 01:13 | opportunity to click the Follow link,
often showing up here in the top right-hand
| | 01:16 | corner, to follow people. But you can
also click Follow right here from the
| | 01:20 | follow more people paragraph.
This allows you to see a list of the people you're
| | 01:25 | following, also to click
follow to Create a New List.
| | 01:28 | So people I want to follow, I can
enter their names or emails addresses if
| | 01:32 | they're not actually part of my contact group.
| | 01:36 | I know Karen Leslie is, so if I start
to type Karen, you'll see she shows up
| | 01:40 | here, because she's one of my contacts.
I can click the name and Karen Leslie's
| | 01:44 | now added. And I can continue adding email
addresses and names to get a bunch of people.
| | 01:49 | I'll leave Karen Leslie
in there and click Follow.
| | 01:52 | So as soon as I do that,
now my list is starting to grow.
| | 01:55 | There is Karen Leslie. There's is an
ellipsis over here to the right-hand side
| | 01:59 | where I can show more about Karen Leslie.
| | 02:01 | It looks like she's following me.
| | 02:03 | I can see the conversation by going here.
| | 02:05 | I can stop following Karen at any
time, and there's also something called a
| | 02:09 | mention, which is a way of
starting a conversation.
| | 02:12 | I can mention the fact that
I'm following Karen for example.
| | 02:15 | All right, so now I'm looking at the
people I'm following. I'm going to go
| | 02:19 | back to Newsfeed, and notice that some things
are starting to show up here in the middle pane.
| | 02:24 | David Rivers is now following Karen
Leslie, Karen is following David, and over
| | 02:29 | here on the right these little X's are
ways to stop following Karen or to simply
| | 02:34 | close up conversation and hide activities.
| | 02:37 | So this is an example of activities that
are happening, not a real conversation.
| | 02:42 | And if I wanted to, I can start
conversation now with everyone.
| | 02:46 | Clicking inside the field allows me to
start the conversation. When I post that,
| | 02:51 | it gets posted to everyone. I also see
a copy down here below. Notice the exit
| | 02:55 | now appears over here on the right-hand
side. This will allow me to delete the
| | 02:59 | conversation at any time.
| | 03:00 | Now if I was to switch over to Karen
Leslie, who's following David Rivers,
| | 03:07 | notice the Following
has two here, I can click this
| | 03:10 | and see that information.
Oh, here is something from David.
| | 03:13 | I can reply right from here. I can like this
comment, but really this one needs a reply.
| | 03:18 | There is also an ellipsis here for more
options, and clicking this allows me to
| | 03:22 | copy the link to Conversation and Follow Up.
| | 03:25 | But I'm going to click Reply, and
notice that the conversation now is indented
| | 03:30 | here underneath the initial conversation.
| | 03:33 | We can also add pictures by using
this little camera icon if you wanted to
| | 03:37 | upload pictures. So I could've uploaded
a picture for example, a screenshot of
| | 03:41 | the homepage, but when we click
post we continue the conversation.
| | 03:45 | I'm going to flip back now to David
Rivers. And it may take in a few minutes to
| | 03:51 | synchronize, but when I go to
Following here, there's the response from Karen
| | 03:55 | Leslie. And again I can add a
reply and continue this conversation.
| | 03:58 | It's a great way to collaborate with
other people. And of course at anytime I
| | 04:03 | can go to the conversation itself, click
the X to the right. When I'm done, this
| | 04:09 | will delete the conversation when I
clicked Delete it. There we go. So that's
| | 04:13 | just one option for collaborating with
others, to have an ongoing conversation
| | 04:18 | with people here in the
Newsfeed section of Office 365.
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| Connecting to social media| 00:00 | When it comes to collaborating with
people here in Office 365, you'll be
| | 00:04 | collaborating with other team members.
| | 00:07 | You'll also be collaborating
with anyone on your contacts list.
| | 00:10 | What if you have a number of
connections in a social networking site, like
| | 00:14 | Facebook or LinkedIn for example?
| | 00:15 | Well, the nice thing is you can bring
those connections into your Outlook Web
| | 00:21 | App so you can collaborate with them
as contacts, and I'm going to show you
| | 00:24 | how to that right now.
| | 00:27 | It doesn't matter what you're looking at
here onscreen, you'll need to go up to
| | 00:31 | the navigation bar and click People.
And this will launch your Outlook Web App.
| | 00:35 | We've been here before, but over here on
the left-hand side you'll notice a link
| | 00:38 | to Connect to social
network. We're going to click that.
| | 00:42 | Next, you'll see a list of
social networks that you belong to.
| | 00:46 | I have only one here, LinkedIn, and
there's a link for me to connect to
| | 00:51 | LinkedIn, and what this is going
to do is create contacts out of my
| | 00:55 | connections. Clicking this might
prompt me for my username and password, but
| | 00:59 | I'm already logged in to my LinkedIn
account. As you can see in the top-right
| | 01:02 | corner I have a Sign Out link.
| | 01:05 | If you're not already logged in,
you'll need to enter your username and your
| | 01:08 | password, and then click the OK,
| | 01:10 | I'll Allow It button. This allows
access to those contacts until revoked by
| | 01:16 | default. You can change that if you
want by clicking the Change lin. You will
| | 01:20 | see a drop down and you can limit the
time that you're connected: 30 days, a
| | 01:24 | week, or a single day.
| | 01:26 | But Until Revoked means you can come back
here at any time and just remove the connection.
| | 01:31 | I'm going to click OK, I'll Allow It,
and it just takes a moment to connect.
| | 01:36 | Notice that I'm now connected to LinkedIn.
| | 01:38 | Here's where I go to remove
that connection at any time;
| | 01:42 | that means going back to Connect to
social network and choosing Remove. But I'm
| | 01:46 | going to click Close right now to stay
connected and notice now LinkedIn appears
| | 01:50 | under my contacts here on the left-hand
side, and I can go there to see that my
| | 01:54 | contacts are being downloaded now.
| | 01:57 | The list will appear just as the
list appears here under contacts, and by
| | 02:01 | selecting any one of those
connections I can go over here and email them,
| | 02:05 | schedule meetings with them, and so on.
| | 02:08 | So that's how we get connected to
social networking sites like LinkedIn or
| | 02:13 | Faceboo. At any time you can revoke
that, as I mentioned, by going back to
| | 02:18 | Connect to social network.
| | 02:20 | You'll see that same list, and if you're
already connected, the Remove link will
| | 02:23 | appear. Clicking that will prompt you
to confirm you want to end the connection
| | 02:28 | and delete the contacts
here in Office 365. Click Yes.
| | 02:34 | It's now removed. It no longer appears under
my contacts, and the dialog box closes up.
| | 02:40 | So if you do have a number of contacts
or connections at a social networking
| | 02:44 | site, you can include them here in
your contacts by simply connecting to
| | 02:49 | that social network.
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| Instant messaging| 00:00 | Built into your Office 365 account
is instant messaging integration.
| | 00:04 | It's a great way to collaborate with
other people, have a quick conversation on
| | 00:08 | the fly. And when you go to people
here in the navigation bar and select a
| | 00:13 | contact, so long as they have Microsoft
account and they are logged in, you'll be
| | 00:18 | able to see their status.
| | 00:19 | For example, as I look at this contact,
Karen Leslie, I see the green bar down
| | 00:24 | the left-hand side indicating that
this person is available for instant
| | 00:27 | messaging. And I can click this little
balloon icon to have a conversation.
| | 00:32 | This will start an
instant messaging conversation.
| | 00:36 | Also, I can check my
availability by going up to my name.
| | 00:39 | Notice that the green bar showing up
next to my name. Clicking the dropdown will
| | 00:43 | show me the difference
statuses. Available is green.
| | 00:47 | If I wanted to appear busy, I could, or
Do not disturb means people should not
| | 00:52 | start a conversation with me.
| | 00:53 | I might be away from my desk,
Be right back, Appear away.
| | 00:58 | Sometimes these statuses will
automatically change if there's a certain length
| | 01:01 | of inactivity in your account.
| | 01:04 | You can even sign out of
instant messaging from this dropdown.
| | 01:07 | But I'm going to leave myself as
Available. And maybe I want to start a
| | 01:12 | conversation with this person.
| | 01:13 | I'll just go to the balloon icon
here to send an instant message.
| | 01:17 | So it opens up a separate window
using the Outlook Web App. You can see who
| | 01:21 | you're conversing with at the very top,
and you can hover over their name if you
| | 01:25 | prefer to send them an email or
schedule a meeting with them at any time.
| | 01:29 | But down below is where you start
typing to start your conversation.
| | 01:33 | When I hit Enter, that message is sent over.
| | 01:35 | You might hear a sound effect in the background.
| | 01:38 | And if we were to switch
over to Karen's account,
| | 01:41 | you'll notice a little balloon that pops up.
| | 01:44 | Now it's kind of quick, so if you missed
it, don't worry. You'll see the balloon
| | 01:48 | icon up here in the navigation bar,
and clicking there will show it again.
| | 01:53 | It looks like an IM request from David
Rivers, and I see the beginning of the message.
| | 01:58 | I can accept this to continue with the
conversation, and my own window opens up
| | 02:02 | here, where I can now
continue. There is the entire message.
| | 02:07 | I'm going to reply with yes, down
below. When I hit Enter, you can see the
| | 02:13 | conversation continues.
| | 02:14 | Now at any time you can discontinue this
conversation by simply closing up the window.
| | 02:19 | If I were to switch back to David
Rivers account and check out the window here,
| | 02:25 | you'll notice the conversation continues.
| | 02:28 | I can reply with Thanks, and that goes
off, and you can see now, a little balloon
| | 02:34 | showing up here. Because Karen had
closed up the window, she needs to accept to
| | 02:38 | continue with this
conversation or simply ignore.
| | 02:42 | So that's instant messaging built right
into your Office 365 account. So as long
| | 02:46 | as your contacts have accounts, you'll be
able to have instant conversations with
| | 02:50 | them and see their availability.
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| Creating your own blog| 00:00 | If you have thoughts or ideas on
important topics that you'd like to share with
| | 00:05 | others, one excellent option you see a
lot of these days is the use of a blog.
| | 00:10 | What you may not know is with your
Office 365 account, when you sign in, you
| | 00:15 | also get your own personal blog site.
We're going to take a look at it now.
| | 00:20 | First, you'll need to go back to the
Newsfeed tab up here on the navigation bar.
| | 00:24 | Give it a click. And we've seen this
before for starting conversations with
| | 00:29 | people that we might be following.
| | 00:32 | But over here on the left-hand side is
where you'll find a link to your blog.
| | 00:35 | Give it a click. This takes
you to your default blog site.
| | 00:39 | You'll see default text, Welcome to
my blog, you'll see information about
| | 00:43 | sharing thoughts on topics
that matter to you, et cetera.
| | 00:46 | Down below is where you'll see your
blog posts eventually. But over here on the
| | 00:50 | left-hand side, you'll notice there
are Categories to choose from, so if you
| | 00:53 | want to narrow it down to specific
Categories, and when you create blog post, you'll
| | 00:58 | be able to select Categories.
| | 01:00 | You can also add your own. Let's do
that. Let's click Add Category, and
| | 01:03 | anything related to lynda.com we want it in
the lynda.com category, so let's type lynda.com.
| | 01:08 | We can click Save here or up
here in the top-left corner.
| | 01:13 | And that saves a category. It now
appears with the other default categories.
| | 01:17 | Now we can manage these
categories after the fact.
| | 01:19 | I'll show you that momentarily.
| | 01:21 | But also down below, you'll be able to
access Archives. So you'll find blog posts
| | 01:26 | by month, and eventually the months
will begin to appear over time, and older
| | 01:31 | post will appear in the Older Posts link.
But we don't have any yet, so let's go
| | 01:35 | to the right-hand side to Blog tools.
| | 01:38 | Here's where we go to create a post,
manage those posts and comments.
| | 01:42 | Look at Categories. We can Manage
Categories from here as well. So if you want
| | 01:45 | to remove or add new categories or edit
categories, you can do that from here.
| | 01:50 | But right now we need a post. Let's click
Create a Post. This will be your first blog post.
| | 01:56 | It does require a title.
| | 01:58 | Next, in the Body section, I'm going to
give this another kind of subtitle, and
| | 02:04 | that leaves a little bit of a space where I
can start typing in the rest of my blog post.
| | 02:10 | So I'm just pasting something I typed a
moment ago, lynda.com library is like an
| | 02:14 | all-you-can-eat buffet of training,
and I would continue, but for the sake of
| | 02:18 | time, that's good enough.
| | 02:19 | There are also formatting options, so I
could select this subtitle and give it
| | 02:24 | kind of a heading look.
| | 02:25 | I'm going to go with Heading 2.
| | 02:27 | And notice all of the formatting
options that appear in your Font section,
| | 02:30 | Paragraph sections, so you can
really make your blog post look nice.
| | 02:35 | Down below is where you
get to choose a Category.
| | 02:37 | There is the original categories,
including the one we added, lynda.com.
| | 02:41 | I'll select that and add it.
| | 02:43 | Now if I wanted to,
it could be Opinion based as well.
| | 02:47 | I'm going to add that.
| | 02:49 | The Published date and time will show up
by default. All you need to do is click
| | 02:54 | Publish, and that will be your first blog post.
| | 02:58 | So, Welcome to my blog gets pushed down
and your latest blog appears at the top.
| | 03:03 | You'll be able to read it right from
here, and other people will be able to access
| | 03:09 | your blog and read what they're seeing
in the blog post and comment on it if
| | 03:14 | they wanted to as well.
| | 03:16 | Now if you wanted to, you could change
the posted layout. Notice there are some
| | 03:20 | dropdowns here, Boxed, Inline and so
on. So if you wanted to change the way
| | 03:25 | things appear, make it a little bit
easier to recognize post Inline as an
| | 03:30 | option, Boxed is another option where it
looks nice and neat in its own separate box.
| | 03:35 | If I want to email this to people, I can
email them a link to my blog, pass it around.
| | 03:40 | It's a cool way to
communicate with other people.
| | 03:45 | Now let's go to Manage Categories.
If we wanted to for example, remove the
| | 03:50 | lynda.com category, we just have to select it,
hit your Delete key on the keyboard.
| | 03:55 | There's also an ellipsis here to
open up a menu with some options like
| | 03:59 | Deleting. Find out who it's Shared with.
| | 04:03 | We could also, if we wanted to, go to
the little Edit icon to edit it. So if I
| | 04:08 | click this, I can now change the name
for example. I'll also see details about who
| | 04:12 | created it and modified it.
| | 04:14 | I'm just going to click Cancel here though.
| | 04:17 | Let's click Home now to go back to our
Homepage for our blog, and if you wanted
| | 04:22 | to, now you could Manage posts.
Let's say we want to narrow it down to just the
| | 04:26 | lynda.com category blogs.
Notice that the original post that was there by
| | 04:31 | default disappears. It's just a way to stay
better organized and focused in on the
| | 04:35 | information that you want to see.
| | 04:38 | And of course, I can click this link to
open it up and see everything inside that post.
| | 04:42 | That's just one of the views to choose from.
| | 04:46 | I'm going to go back to basic and
encourage you to experiment with your very own
| | 04:51 | blog site here in Office 365.
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|
|
ConclusionNext steps| 00:00 | Congratulations! You've reached the end of Up
and Running with Office 365.
| | 00:04 | You should now have a good handle on
what Office 365 is all about and feel all
| | 00:09 | ready to make a decision on
whether it's right for you.
| | 00:12 | If you do decide to go the route of
subscribing to Office 365, as opposed to
| | 00:16 | buying and installing Office software,
your next step will be to decide on
| | 00:21 | an appropriate plan.
| | 00:23 | Home users have their different plan
options, while business users have a number
| | 00:26 | of plans to choose from as well.
| | 00:28 | Once you've decided on a plan,
check your computer, whether Mac or PC, to ensure
| | 00:33 | it meets the system
requirements we discussed in chapter 1.
| | 00:37 | Once you've signed up for Office 365,
you are ready to go. No need for
| | 00:41 | installing and configuring
any of the office software.
| | 00:43 | Of course, you can check at lynda.com
for more in-depth training on many of the
| | 00:48 | components of Office 365.
| | 00:49 | There's plenty of SharePoint training
in the library, like SharePoint 2013 New
| | 00:54 | Features and SharePoint Foundation
2013 Essential Training, both with Gini
| | 00:58 | Courter. Or how about Up and Running
with Office Web Apps with Curt Frye, or
| | 01:03 | Office 2013 New Features with me?
| | 01:05 | You'll find everything you need, with
more on the way, to help you make the
| | 01:09 | most out of Office 365.
| | 01:11 | This is David Rivers saying thanks
for watching, and I hope see you again in
| | 01:15 | another title from lynda.com.
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