After moving to O365 checklist
After your email account has been moved to your O365 account, you can start using email on Outlook on the Web immediately. Your email clients, both desktop and mobile and on work and personal machines, will need to be reconfigured to point to O365. This checklist includes instructions on how to do this.
Note: Microsoft renamed its web client from Outlook Web App (OWA) to Outlook on the web. Although many Microsoft web pages still use Outlook Web App or OWA, these documents will use Outlook on the web.
Step 1. Know your O365 credentials
No matter which client you use to check your email, you’ll need your O365 account and password. Your O365 account details are your work email address and the password you use to login to the computers.
Step 2. Get started with Outlook on the web
You can start using Outlook on the web right away:
- Go to https://login.microsoftonline.com or use the “email” link from the college website.
Log in using your work email address and password. Your email address uses the format email@example.com, and is entered as follows:
- Correct: firstname.lastname@example.org
- Incorrect: j1smith
- Incorrect: email@example.com
- Click the Mail tile on the O365 home page.
- All of your email, calendar appointments, and contacts should appear. For a quick overview on how to write and send messages, including how to manage your email settings, use the help guide located by clicking the? Icon at the top of the page and selecting help.
Step 3. Configure your work computer and devices
Your email client (Outlook) on your work computer and mobile devices will need to be configured to point to your O365 account.
- Your work computers are managed by policies that will setup most of the settings needed for your new O365 account. The first time you login to a computer at work after your account has been moved, you will have to enter your password into Outlook on first run. There is also a box that can be ticked at this point to remember your password. This will save you entering it each time you open Outlook after that.
- If you’re using a mobile device managed by the college, please contact the Help Desk and they will let you know how it will be reconfigured.
- For configuring your email accounts on your own devices, follow the instructions for Configuring mobile devices.
Note: O365 will apply a security policy to your mobile devices. This policy requires that you set a passcode. If your device already has a passcode, you won’t be prompted to set one.
Step 4. Set up your email signature
Signatures are client specific and as such are done in slightly different ways depending on the client:
- Outlook on the web - Create and add an email signature
- Desktop Outlook - Add a signature to messages
Step 5. Restore any Outlook customizations you saved
Use the Backup and Restore Outlook Customisations to make your Outlook client that way it was before.
Step 6. Set up your automatic replies (out-of-office assistant)
Set up automatic replies to let people know when you're out of the office:
Step 6. Set up your shared calendars and delegates
Outlook on the web:
- Calendar overview -Includes what you'll see in calendar; how to create, modify, delete a calendar event; how to share your calendar
- Calendar delegation in Outlook on the web -Includes assign a calendar editor or delegate, set meeting requests and response options, let delegates see details of private items
- Configuring delegate access in Outlook on the web - Includes folder permissions and shared folders
- Desktop Outlook:
- Make sure your desktop and mobile devices meet Microsoft’s minimum system requirements. See Office 365 System Requirements at Microsoft.
- Configure your mobile devices to access your O365 email, contacts, calendar and more.
Step 8. Download Microsoft Office software to your personal devices
As part of the O365 service, you can install the latest version of Microsoft Office 365 ProPlus suite of products on up to five (5) personal computers and mobile devices. You also receive access to Microsoft Office Online and 1 TB of storage on OneDrive, Microsoft’s cloud data storage and collaboration solution. For download and installation instructions, see Office for Personal Computers and Mobile Devices.
- Get started with Office 365 for Business - Learn how to set up and use O365 on your computer or mobile device.
- Learn your way around Office 365 - Learn how to navigate and use O365’s apps and services (TEN Group users should view support information for Office 365 for home or education NOT Office 365 for business).