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Office 365 Migration Guide: Detailed Steps & Tips for Seamless Transition

Follow comprehensive pre-migration and post-migration steps for a smooth transition to Office 365. Learn about Outlook features, Calendar setup, productivity apps, and essential migration tasks. Find training resources and useful tips for a successful migration process. Need help with your migration? Check out our guide now!

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Office 365 Migration Guide: Detailed Steps & Tips for Seamless Transition

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  1. MIGRATION

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

  3. PRE-MIGRATION

  4. Step 1

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

  6. Penn State Office 365 Training http://office365.psu.edu/migration-checklist/

  7. Step 2

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

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

  10. Step 3

  11. Note Your Rules and Filters:

  12. Step 4

  13. Note Your Subscribed Calendars:

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

  15. Note Meetings and Recurring Meetings:

  16. Step 6

  17. Print Your Agenda for Migration Week:

  18. Step 7

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

  20. Create Folders for Flagged and Tagged email

  21. Step 8

  22. Update your preferred name in WorkLion:

  23. Step 9

  24. Download Briefcase Data:

  25. Migration Notes: 60

  26. Get Your Apps Now: Android iOS

  27. iOS App: Inbox Calendar

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

  29. Questions?

  30. MIGRATION

  31. During Your Migration Window

  32. Log in to Office 365:

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

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

  35. Outlook Web Mail:

  36. Outlook Web Calendar:

  37. Outlook 2016 Quick Start

  38. POST-MIGRATION

  39. After Your Migration

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

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

  42. After Your Migration Rules wizard:

  43. After Your Migration Download app for iOS Download app for Android Manual Configuration Settings (if needed for native clients): User Name: abc123@psu.edu Password: access account password Server: outlook.office365.com Domain: leave blank

  44. After Your Migration check with IT

  45. After Your Migration

  46. Helpful links

  47. Questions?

  48. APP DEMOS

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