There are a few different ways to change your University NetID password. However, Computing Services strongly urges everyone to change their FDU NetID password using a provided Apple or Windows university computer.

The process for changing your FDU NetID password on a macOS device differs from a Windows device, so please follow the instructions provided for macOS computers below.

If you do not have a university-owned Apple or Windows laptop/desktop and cannot use a University lab computer, please follow the procedures described in “Using identity.fdu.edu Web Portal to Change your FDU NetID Password” below.

Please click on one of the links below for instructions on how to change your FDU NetID password:

1. On FDU-issued laptops, desktops, and lab machines, the FDU NetID password can be changed by pressing the “Ctrl+Alt+Del” button combination on the keyboard from any screen and selecting “Change a Password”

2. Now enter the following:
   
   • Your old or current password
   • Type in a new password
   • Retype the new password to confirm
   • Press the “Right Arrow” button to continue

3. Once this has been done, you must lock and unlock the machine once to complete updating your password:
   
   • Press the “Ctrl+Alt+Del” keys combination again
   • Click “Lock”
   • Then log back in with your new password

Your FDU NetID password was changed successfully!

To change and/or synchronize your FDU NetID password with your FDU Issued Apple computer, please follow the directions provided in the following article:

Adjunct professors, students, and anyone with a personal laptop/desktop/tablet device will use the FDU Identity Web Portal to change their NetID password.

1. Open a web browser (e.g., Google Chrome, Mozilla Firefox, Internet Explorer, Safari) and navigate to the following URL:

FDU Identity Web Portal

2. Click on “Account Maintenance” on the top right hand of the web page

3. You will be redirected to the FDU Single-Sign-On login page. Enter your FDU NetID email and password in the corresponding text boxes and click “Sign In.” Complete the FDU 2fa Duo push notification to proceed

4. Under Sign-In and Security, select “Change My Password”
   
   • Enter your current password
   • Enter a new password
   • Retype your new password to confirm
   • When finished, select “Change My Password”

5. “Password successfully changed” will be displayed if your FDU NetID password was successfully changed

You also have the option to change the name that is displayed on your NetID account.

1. Open a web browser (e.g., Google Chrome, Mozilla Firefox, Internet Explorer, Safari) and navigate to the following URL:

FDU Identity Web Portal

2. Click on “Account Maintenance” on the top right hand of the web page

3. You will be redirected to the FDU Single-Sign-On login page. Enter your FDU NetID email and password in the corresponding text boxes and click “Sign In.” Complete the FDU 2fa Duo push notification to proceed

4. Under Sign-In and Security, select “Change Display Name”
   • Enter your New Display Name
   • Click on “Change Display Name“

5. “Display Name successfully changed” will be displayed if your Display Name was successfully changed

Reserving a Computer Lab for an Entire Semester

Before reserving a Computing Services lab please contact Enrollment Services by emailing:

Lab reservation requests for the entire semester, (i.e. January through May or September through December are processed by the Office of Enrollment Services. To make a lab reservation request for the Summer, Winter, Fall, or Spring semesters, please contact the Scheduling Officers in Enrollment Services for the Florham and Metropolitan campuses. The phone and fax numbers are listed below:

Metropolitan Campus
Ph. (201)-692-2217 / 2517

Florham Campus
Ph. (973)-443-8600

Reserving a Computer Lab for Specific Dates within a Semester

1. Access the reservation system by visiting

2. Once logged into the support website, locate ‘Forms for Faculty & Staff’ and click on the “Computing Services – Lab Reservation & Lab Software Request (Faculty & Staff NJ Only)” option.
3. You will be directed to a reservation request form. Please provide the necessary details, such as the desired date, time, and location of the lab reservation. Additionally, please include any specific requirements or equipment you may need for your session.
4. After completing the form, you can submit your request by locating and clicking the submit button.
5. Once your request has been submitted, the Lab & Operations Manager will review and confirm the details of your request. You will receive written confirmation of your request.

Should you require any further assistance, please feel free to reach out to the Lab & Operations Manager, Denzel W. James (d.james@fdu.edu).

Any changes including cancellations to your request should be submitted by using the SAMI support link to locate the ‘My SAMI Support Request’ tile and browse for your lab related request ticket. All updates can be entered directly into the ticket.

Thank you for choosing Computing Services for your lab reservation needs. We look forward to providing you with a seamless and efficient experience.

XMedius Fax is an electronic fax (eFax) cloud-based solution that allows users to send and receive faxes. The XMedius Fax service is available as an on-campus resource only. Access to the efax.fdu.edu site is restricted to on-campus networks and FDU VPN users.

To Request a New eFax Line

Please visit SAMI Support and submit a ticket.

SAMI Support

To Request Access, Additions, Deletions to an eFAX Line

Please visit SAMI Support and submit a ticket.

SAMI Support

Please include the EFAX number in the request.

Introduction

This document provides instructions on how to use of the FDU Xmedius Fax Service. It describes notifications and navigation of the website in detail to facilitate the proper use of this resource.

Each user given access to view incoming faxes will receive an email notification from the FDU Xmedius Fax Service

The email will look as follows:

Within each email will be a “Click here to access your fax” web link to the Xmedius Fax Server for quick access.

To access the FDU Xmedius Fax server you can visit efax.fdu.edu or click the “Click here to access your fax” link provided in the fax notification email (The efax website is only accessible if you are located on-campus or connected to the FDU VPN). Once loaded in your web browser you will be prompted for a username and password. Please enter your full FDU NetID and password.

Once authenticated you will see all of your incoming faxes (Unread faxes will appear in bold type).

1. To view a fax simply move your mouse to the fax you want to view. The fax will turn yellow as your mouse hovers over it, click it

2. The fax will automatically open to the Fax tab showing the incoming fax

Users can print a fax to a local or networked printer, and can send a document to Perceptive Content by printing to the Perceptive Content printer. Below are the steps necessary to print a fax.

1. First, find the fax to be printed by scrolling over it with your cursor until the fax is highlighted yellow, then click on it
2. Once the fax is opened, locate the Download icon on the top left side of the screen, and click to download

3. A new browser screen will open and the fax to be printed will appear

4. Right-click your mouse from anywhere on the page, and a second panel will be presented. Hover your cursor over the word Print, and left-click your mouse

5. Next to Destination, select the printer you wish to send the fax to, or the Perceptive Content Driver if you wish to move the fax to Perceptive Content. Then click on the Print icon at the bottom of the screen

Faxes can be stored in both the current Folder view and the Deleted Folder view. You can move faxes between the folders by clicking the Delete button from the Current view or the Restore button from the Delete view. To delete a fax from the portal, click on the Delete button while the fax is in the Delete view.

If faxes need to be stored and retrieved over a period of time, the number of faxes that might appear in either the Current or Deleted view could build up, and retrieving a fax could prove difficult. Using the Notes capability will make searching for archived faxes much easier. The Notes and search functions work in both the Current View and Deleted view.

1. In the portal, open the fax you wish to Note

2. Then click on the Note button

3. Start typing your note. You will notice a warning appear immediately letting you know the Note has not been saved yet. You can use multiple lines, and best practice would be to put a unique data point on each line. In the example below, Student Name, Datatel ID, the purpose of the fax, and the document type appear on separate lines

4. When done adding the Note, click Save at the bottom of the screen

5. To search for a particular fax, or series of faxes, from the Current or Deleted view of the portal, type in the search criteria in the bar to the left of the search button, and then click the Search button. All faxes that meet that criteria will then appear

From time to time, it might be important to know more details about a particular fax, like who received it, who viewed it, who printed it or notated it. All that information, for each fax, can be found in the Event Log.

To view the event log from within a fax, simply click the Event Log tab.

The event log will provide details of every action taken upon that Fax. Those actions include:

• Routed to User – The Fax appears in that person’s Portal
• Email Notification – An auto-generated email was sent to that person
• Fax Viewed – The fax was opened by a specific user (if several people are assigned to retrieve faxes, you can see who viewed the fax and at what date and time)
• Fax Downloaded – who downloaded the Fax for Printing
• Fax Deleted – Who moved the fax from Current View to Deleted View
• Note Saved – Who added a Note to the Fax

All this information can be very useful in a department where several individuals are responsible for managing and disseminating faxes.

From the eFax portal, users can send faxes with cover sheets and attachments. Below are the steps to compose and send a fax.

1. First, click on the Compose Fax icon colored blue

2. Enter in the recipient’s information, including Fax Number starting with a 3. If you are faxing within FDU, you only need to use the four-digit fax extension. If the Fax is going to more than one fax machine, click on More Recipients

3. Add the additional recipients’ information, and click Add. Type in a Subject for the fax, and any comments needed for the cover sheet. If a document needs to be attached, click on the Choose File icon at the bottom left of the screen, and choose the file you wish to attach. It is recommended that files be converted to .PDF if at all possible

4. When complete, the file name will appear next to Choose File. You can repeat for as many files as needed. When you are ready, click the Preview button to review the appearance of your fax

5. From here, you can view all the pages of your fax. If you are not satisfied with your fax, click the back button to go to the Compose screen, and click the Choose File button to either remove or re-attach a file. When ready, click Submit

6. If successful, a Fax Submitted message will appear. There will be an opportunity to add the recipient to your xFax contact list if they are a frequent user. Click OK

7. You will then see the fax in your Outbound Queue, in a Sending Status

8. Finally, the fax information will be moved to the Outbound History File

• Once the transmission has been completed, an email will be sent to the user confirming the successful receipt of the fax by the receiving fax machine

• Users can remove faxes from their Inbound History by checking the box next to the fax they want to delete and then clicking the Delete button

• Once deleted, faxes are visible by clicking the Deleted folder view

• Users will then have the ability to restore the fax to their Inbound History by clicking the Restore button. Alternately, faxes can be permanently deleted by pressing the Delete button. A final confirmation screen will be shown before permanently deleting fax

Each member of the Fax group in which you are the owner manages faxes within their own portal. In other words, if there are 5 employees (including yourself) that can access your fax #, each of you receives all the faxes sent to that # individually and manages those faxes independently.

However, if you desire a centralized portal, where there is one view, one fax, and, for example, if you delete a fax, it’s removed from view for all members of that group.

1. Individually Managed Faxes: Still available to view if necessary
2. Shared Centralized eFax Box: Users with the option to have the ability to manage the faxes for all individuals set up in the shared option. For Example: When deleting a fax it removes it from all the users set up to have access to this particular fax line.

To help protect the University’s computers and networks from cyber threats, FDU OIRT is implementing Application Control with privilege management. This feature provides all users with privileged rights to install applications as needed while continuing to protect resources from unknown and malicious risks.

All software is typically installed from a setup file. Any setup file for an application should only be downloaded from the developer’s official site. For example, to install Google Chrome, the setup file should only be downloaded from Google’s official site.

Any setup file on a USB drive, CD drive, or other removable media should only be installed if provided directly by the developer or other credible source.

By default, the setup file will be located within the Downloads folder:

C:\users\yourusername\downloads\

To install software on a university laptop with Windows, follow the process defined below:

1. Right-click the setup file for the application to be installed
2. Click “Run with Administrative Privileges (Audited)” on the setup file

3. Provide a valid reason for installation and use of the application in the space provided and press “Continue”

The application will now be installed with administrative privileges.

1. Click on “Jamf Connect” located on the top right menu bar app (where you log in to sync your password) and click “Request Admin Privileges“

2. Select the reason from the dialog box: Install App, Change Setting, or Other for the elevation, and click “Continue“

3. You will be notified when you are elevated and can begin installing a new application or making changes to your settings

4. A countdown will appear in your menu bar, showing how much time remains for your administrator access. Complete the installation before the countdown ends

5. You will return to your normal permissions when the countdown reaches zero

Special-use elevations will still be handled through the existing workflow.

Using MediaSpace from Kaltura

MediaSpace is a campus video distribution platform from Kaltura, similar to YouTube, where you can securely upload and share your videos anytime and anywhere with an internet connection. It supports multiple devices and provides powerful control and governance tools.

There are various ways that content can be locked down. It can be visible to only specific NetIDs, specific course members or to the general public.

1. Log into your Kaltura account:

2. Click on use FDU NetID to Login and enter your credentials

Adding Content to MediaSpace

1. In the upper right corner of the page, select the ‘Add New‘ drop-down list, and choose ‘Media Upload,’ to open the ‘Upload Media‘ page

2. Click the ‘+ Choose a file to upload‘ button to search your computer for the media file that you would like to upload; select the file; and click the ‘Open‘ button to upload the file

3. While the file is uploading, you can add the metadata in the following fields:

Name

• The name of the media being uploaded.
• This is a required field and is by default the filename of the media being uploaded.

Description

• This is displayed below the media or on the player info pane.
• This is a required field for publishing and/or adding the media to a playlist.

Tags

• These are used to help describe your media and are used as keywords when searching for media.
• Multiple tags can be separated by commas or new lines.

4. When you have finished editing details, click the ‘Save‘ button
5. Once the media has uploaded and you have given it at least a title and description, you will need to select one of three file sharing permission settings. This setting can be changed later, so pick the setting that best applies at the moment:
   • Private: Only you will be able to access the file.
   • Unlisted: Only those with a link to the file that you provide will be able to access it. Select this option if you want to share your video using a direct link to the video that you might share via email.
   • Published: Assign the file to a MediaSpace channel. It will be visible individuals that have viewing rights to that channel.

You may continue uploading more files by clicking the ‘+ Choose another file‘ button and repeating the steps above.

NOTE: At this point you may not be able to view your media and you may see the message: “Media is being processed” This is completely normal. Your media will continue to process even if you navigate away from MediaSpace.

How To Access My Media

Click on your name in the upper right side of your screen and select My Media from the dropdown list. When your list comes up, choose which one you want to access

How To Share a Media

1. While in the “My Media” section, select the video that you want to share and click on the “Actions” button and click Publish

NOTE: Make sure your video is set to Unlisted. Any other choice will have some access restrictions associated with it.

2. Click on the “Save” button
3. Click on your video to get to the video details and click the share option under the video. You can copy the link and send that to anyone you would like to share it with

How to Edit Closed Captioning

1. Open the video that you want to edit the captions
2. Click on Actions and select + Captions & Enrich. This will take you the captions request table

NOTE: You can only edit captions that have been completed.

3. Click on the pencil edit icon to open the editor. The captions editor is open automatically alongside the captions that have been selected in the captions requests table

• If you have multiple caption files, you can click on the “Captions” drop down menu and select which file you want to use
• To edit caption text, click on the section you want to change and edit accordingly
• If you are not sure where the text is that you want to change, you can enter that in the “Search Captions” box. That term will be highlighted in each caption line. You can also replace the terms that you search for with a new one by entering the new term in the “Replace with” box and clicking “Replace”.

4. When you have completed all of your editing, click on the “Save” button

1. Go to selfservice.fdu.edu and click on “Proxy Login”

2. Type in your username and click “Continue”

3. Type in your password and click “Sign In”

4. After successfully logging in, you will automatically receive an email containing a multi-factor authentication code. Copy and paste the code into the sign in page and click “Submit”

5. Once you have successfully signed into Self-Service, you may see a page that says, “You do not have access to any menus on this page.” This means you need to switch the profile you are viewing to the student’s profile

6. You can switch profiles by clicking on the “Sign Out” button at the top of the page and selecting “Change Proxy User”

7. Select the student’s profile in the pop-up window and click “Continue”

8. Once viewing the student’s profile, you will have access to the menus they granted you permission to. You can navigate by using the menus on the left-hand side of the page or the tiles on the homepage

If you have any questions or need assistance, email us at selfserviceadmin@fdu.edu.

What is Clutter?

Microsoft has implemented a new feature to its mail client called Clutter. Clutter acts as a filter that separates e-mails that it Deems low priority. The e-mails are placed in a folder and are out of sight, with no notifications visible to the user. The problem with Clutter is that it is a learning program that tries to guess what emails are important or low priority and might filter out emails that you need.

If you wish to disable clutter, log in to Office 365 using our portal office365.fdu.edu with your NetID credentials.

1. Look for the settings icon on the upper right corner of your window and click on it
2. Click on the “Mail” option under “Your app settings”

3. Drill down to “Mail > Automatic processing > Clutter”
4. Uncheck “Separate items identified as clutter”

A Distribution group (formerly known as mailing list) in Office 365 is a uniquely named email address that consists of multiple users and is managed by a designated owner. Distribution groups are intended to easily facilitate ongoing communications between a large and relatively fixed group of people.

There are a few important concepts to understand about distribution groups before we get started with group management:

• Emails sent to a distribution group are distributed to all members of that distribution group.

• OOnly users granted permission by the Distribution Group Owner can send emails to a particular distribution group. Permission to post (send emails) to a group is managed by USAN, and Group Owners should open a ticket with the SAMI Service Desk to change members that can post to the group.
  
• A distribution group can be configured in such a way that emails sent to it can be held for approval and specific users can be made approvers (also known as moderators).
  
• A distribution group has a unique email address attached to it. Users granted permission to send email to this email address can do so from any email client such as Outlook on the Web or Outlook installed in your computer, laptop, tablet or phone, Mozilla Thunderbird, Mac Mail and more.
  
• You can request a distribution group by submitting the Distribution List/Shared Mailbox Request form located at FDU Forms Portal.
  
• As a Distribution Group owner, you can change the group’s settings via the group’s management page on your Office 365 account (Outlook on the web).

• As a Distribution Group owner, you can add or remove members (recipients) from your group via your group’s management page. This can be accomplished via Outlook on the web or by using the Outlook application installed on your machine.

1. Open “Outlook” on your computer

2. Open “Address Book”

You can open Address Book in two different ways:

• One way is to click the “Address Book” icon located at the top when “Home” tab is selected:

• The second way is by composing/creating a new email and clicking the “To” button:

3. Select “All Distribution Lists” from the drop-down menu located under Address Book:

4. Select “More Columns” and enter the name or email address of your distribution group in the search field as shown in the first screen capture below. If you see your distribution group on the list, highlight it and double click it. If you do not find your list using “More Columns”, then it might be easier to find by using the “Name only”

5. Click on “Modify Members…”

6. If you want to remove a member, then select the member from the members list, click “Remove” button and then click “OK”

7. If you want to add a member, click “Add” button

8. Select “More columns” and enter the new member’s name in the search field

9. You should see the user in the list. Select “Name only” to search again if you are unable to locate the user. Once you have found the user, highlight the record and click “OK”

10. Verify that the new member is in the member’s list and click “OK”

11. Click “Apply” and then click “OK”

1. Go to “fdu.edu” in the browser of your choice
   
2. Go to “Shortcuts” menu
   
3. Click “Office 365 and Email“
   
4. Sign-in with your NetID and password
   
5. Go to online Outlook app by clicking on the “Outlook” icon

6. Go to Settings by clicking on the “Settings” icon

7. Click on “View all Outlook settings”

8. Click “General”

9. Click on “this portal“

10. Click on “Distribution groups”

Here you see the list of distribution groups that you belong to and the list of distribution groups that you own.

How to open the Configuration page for a particular Distribution Group that you own in Outlook on the Web

1. Select the distribution group that you would like to make changes to and then click “Edit” (Pencil Icon)

2. You should see the distribution group configuration page

How to see the list of recipients (members) for this Distribution Group in Outlook on the Web

1. Click on “membership”

How to add recipients (members) to this Distribution Group in Outlook on the Web

1. Click on “+” icon (Plus Icon)

2. Click “All Users”

3. Please enter the name or NetID of the user that you would like to add to this distribution group in the search text box

4. Click “+” button beside the user that you would like to add from the search results (you can search and select more users if you would like)

5. Click “Save” when you are done

Remove recipients (members) from this Distribution Group in Outlook on the Web

1. Go to the membership list as shown in Step: 3 How to see the list of recipients (members) for this distribution group

2. Click on the recipient (member) that you would like to remove

3. To select a range of adjacent recipients on the list, click the first recipient from that part. Now, press the “Shift” key and click last recipient in this part

4. Click “–” button at the top located below the “Members” title

5. Click “Save” when you are done

1. Follow Step 1 & 2 in “Adding and Removing Distribution Group Users in Outlook on the Web”

2. Click “Message Approval”

3. Check (select) “Messages sent to this group have to be approved by a moderator”.

4. Click “+” button under “Group Moderators”

5. Click “All Users“

6. Please enter the name or NetID of the user that you’d like to add to this distribution group in the search text box

7. Click “+” button beside the user that you’d like to add from the search results (you can search and select more users if you’d like)

8. Click “Save” when you’re done. You’ll be taken to “Message Approval” screen

9. You can add users’ emails from who do NOT require any approval by clicking “+” under “Senders who don’t require message approval” and following the same process as above

10. You can choose who should be notified when an email sent to this distribution group has been held for approval -or- you can choose to disable these notifications as shown:

11. Click “Save” again on “Message Approval” screen

Unused Teams and Groups can accumulate and become a burden to resources over time. To prevent this from happening, Fairleigh Dickinson University has implemented an expiration policy for Teams and Groups. This article will explain the expiration policy and provide you with information regarding renewal.

What is the FDU expiration policy for Teams and Groups

1. Any Team or Group inactive for 365 days or more will expire
2. Team and Group owners will be notified 30 days, 15 days, and 1 day before the team’s expiration date. If the Team or Group is not renewed before expiration, it will be deleted.

3. The expiration period of 365 days begins at the creation of the Team or Group, or the date it was last renewed

How to renew a Team or Group

There are two methods to prevent the Microsoft 365 group from being deleted.

1. The group owner can manually renew the group by clicking the button in the warning message

2. A member of the group can perform a monitored user activity:
   • SharePoint: view, edit, download, move, share, or upload files (viewing a SharePoint page does not count as an action for automatic renewal)
   • Outlook: join or edit group, read or write group messages from the group, and like a message (Outlook on the web)
   • Teams: visit a teams channel
   • Yammer: view a post within a Yammer community or an interactive email in Outlook
   • Forms: view, create, or edit forms, or submit a response to a form
3. When the team owner receives the expiration notification, go to the Team’s group “Manage team” option and click on Renew now as shown below

Whenever the Microsoft 365 group is renewed by any of the methods mentioned, the group’s lifetime will be extended for another period of 365 days.

What are Microsoft 365 Groups

Microsoft 365 groups are created from a variety of tools including Outlook, SharePoint, Planner, and Teams. Microsoft 365 groups allow you to choose a set of people to collaborate with. You can use Microsoft 365 groups to communicate with others, share files, and apply permissions to shared resources.

Who are Group Owners

When a Microsoft 365 group is created, the person creating the group is designated as the owner. After adding members to the group, the primary owner can also promote other members to owner status. We suggest that when practical, Microsoft 365 groups have at least 2 owners. This can be important as only the group owner will receive the warning messages. In some cases, the group owner may have removed themselves from the group or left the university entirely. If you find yourself a member of a Microsoft 365 group without an owner, please contact support by creating a SAMI Support Request.

Groups without Owners

Ownerless or orphaned Groups may be deleted by USAN. USAN will notify Group members prior to deletion, but if they receive no response, the Group will be deleted. If USAN deletes a Group, all the records associated with the Group’s shared space will be deleted as well

Automatic Renewal

Groups that are actively in use are renewed automatically setting the days to zero. Any of the following actions will auto-renew a group:

• SharePoint – view, edit, download, move, share, or upload files. (Viewing a SharePoint page does not count as an action for automatic renewal.)
• Outlook – join the group, read or write group messages from the group, and like a message (Outlook on the web).
• Teams – visiting the Teams channel.

Recover Deleted Teams or Groups

When the 365 days limit hits, the Microsoft 365 group will expire and be put into a “Soft-deleted” state. Which means it can still be recovered for up to 30 days. To have the Microsoft 365 group recovered please contact support by creating a SAMI Support Request and include the Microsoft 365 group or Team name to be recovered.

Where to Get Help

For assistance with Microsoft 365 groups, please contact support by creating a SAMI Support Request. We can answer questions about the expiration policy, renewing groups, and updating group owners.

Section – Upgrading

Part : Should You Upgrade?

The New Outlook is compatible fully with all Office365 functions but because there are some features missing that presently exist in the classic Outlook, FDU IT highly recommends NOT switching to the new Outlook currently, especially since not all features are present and Microsoft is still developing the new Outlook.

Some of the features not available in the New Outlook are:

1. Existing Offline Outlook files called PST files stored locally on your computer
2. Virtru Email Encryption Client: While the Add-on is not supported, you can still send and receive encrypted email using the “#secure# tag in the subject line of the email
3. Adobe Acrobat and/or Foxit PDF Professional Outlook using the COM-Add-ins platform
4. Zoom Outlook Plugin or any other Meeting platform using the COM-Add-ins platform
5. Any other third-party COM-Add-in
6. Custom Macros or Custom Visual Basic functions manually added
7. Many Rule templates and options are not available

Part : Steps for Upgrading

1. Turn on the toggle “Try the new Outlook” which will begin downloading the New Outlook

2. From the Success window, select “Switch”. This will close the current version of Outlook and New Outlook will sign you in automatically. Select “Next” to accept the privacy settings
   
3. Select an option about sending optional data, and then select “Accept”. Review the privacy information about connected experiences, and then select “Continue”
   
4. Select “Import Settings” to bring over your settings from classic Outlook. New Outlook will begin adding your accounts

5. The new Outlook for Windows will open once the setup is complete, and you can start reading and sending emails immediately.

New Look

This is the new Outlook mail icon. It might also include the word NEW.

When you open new Outlook, you’ll see the following tabs on the ribbon: Home, View, and Help. This version includes Settings which is available in the navigation header. Settings is where you can customize your Outlook experience.

Section – New Features

Part : Personalization Options and Settings

If you switched from the classic Outlook for Windows, you’ll have the option to migrate some of your settings, which you can learn more about on following the link below:

Microsoft Learn

However, it’s still good to familiarize yourself with the latest options.

You’ll find Settings in the gear icon in the upper right corner. You can also make quick updates to certain settings by clicking on the View tab.

Changes you make to settings in the New Outlook for Windows will also be reflected in Outlook on the web.

Part : New Ribbon

Become Familiar with The New Ribbon

The top bar of the app should be familiar if you’ve used any apps like Word or Excel before, including the classic Outlook for Windows.

Known as the ribbon, it is the place to find the commands you need to manage your inbox or format emails. You can make the ribbon larger (the classic experience) or smaller (the simplified experience) using the dropdown arrow on the right side of the bar. If you want to personalize the commands you see in the simplified ribbon, select Customize.

Part : Navigation Bar and My Day

On the left side you’ll see the navigation bar, which makes it simple to switch to Calendar, Contacts, or any other app you frequently use. For quick access to your calendar or tasks without leaving the inbox, you can use My Day by selecting the icon in the upper right.

Part : New Email Features

Pin Emails

Do you ever have trouble tracking down that key email thread you’re actively responding to? Or is there an email with key information you frequently refer to? Now, simply right-click any message and choose. Pin and that email will appear at the top of your inbox, saving you time from having to go back and search for it.

Snooze an Email

Sometimes email is very important, but not yet. With the Snooze feature, you can schedule a time for the email to be re-delivered to your inbox, appearing at the time you want it to, so you can handle it when it’s the right time for you. Just right-click any message and choose Snooze, or select Snooze from the ribbon. Then choose the time you want it to be delivered.

Scheduling Poll (Formerly Find Time)

Schedule an Email

In today’s hybrid work world, your day might be someone else’s night, so you don’t want to send an email to someone in the middle of the night. With the new Outlook, it’s simple to send an email when you want to. Just select the dropdown arrow next to Send and choose Schedule send.

Part : Categories

You might be familiar with categories, but they’ve been significantly upgraded. See the category names and colors directly on your messages in your inbox. Want to see everything you’ve tagged with that category? Just click it right on your message. You can even add a category to your Favorites.

Part : Add-ins

Install an Add-in from The Office Store

1. In Outlook, go to the navigation bar and select “More Apps > Add apps”

For guidance on how to locate the Apps button to access add-ins while reading or composing a mail item, see Use an add-in in Outlook following the link below:

Using an Add-in in Outlook

2. In the “Apps” page, search for the add-in you want from the available list. Alternatively, if you’re after a specific add-in, enter its name in the search box. When you find the add-in you want to install, select it to learn more about the add-in and review its privacy policy
   
3. When you’re ready to install the add-in, select “Add”

Add-ins Installed by your IT Admin

If you’re part of an organization and a new add-in is installed for you by your IT admin, the add-in will be available on the read or compose surface where it’s designed to work. For guidance on how to access an add-in, follow the link below:

Use an add-in in Outlook

Using an Add-in

The location of where an Add-in is installed depends on whether you’re reading or composing a mail item.

For guidance on how to use Add-ins in classic Outlook, visit the link below:

Use an add-in in Outlook

Using an Add-in While Reading a Message

1. Select a message in the Reading Pane or open a message in a separate window
   
2. From the action bar of the message, select “Apps”
   
3. Select the “Add-in” you want to use

Use an Add-in While Composing a Message

1. Create a new message or reply to an existing one
   
2. From the ribbon, select the “Message” tab, then choose the Add-in you want to use. If the Add-in doesn’t appear in the ribbon, select “Apps” to view your installed add-ins

Use an Add-in While Viewing or Scheduling a Meeting or Appointment

1. Open an existing appointment or create a new one

2. From the ribbon, select the “Add-in” you want to use

Delete an Add-in

1. Go to the navigation bar and select “More Apps” then “Add Apps”
   
2. On the “Apps” page select “Manage your Apps”
   
3. Under “Manage your Apps” find the app you want to delete and select “More options” then “Remove”

Part : Groups

As of November 2023, the Microsoft 365 Groups experience in Outlook is generally available for Outlook on the web and new Outlook for Windows. Access new Groups by selecting Groups on the navigation bar.

New Outlook Groups

Groups in Microsoft 365 let you choose a set of people that you wish to collaborate with and easily set up a collection of resources for those people to share. Resources such as a shared Outlook inbox, shared calendar or a document library for collaborating on files.

Outlook now has a new home for Microsoft 365 Groups - one place to connect, communicate, and collaborate with your team. Groups Home provides a central destination to get critical information from all the different groups you may be part of.

Benefits of the new Groups experience include:

• Group Home landing page – Stay updated on your groups, including recent files across all your groups. From Home, you can access frequently used groups and find new ones based on your interests.
  
• Recent groups and Recent files – Find recent active groups and quick links to get to files, emails, events, and member management from the Groups Home landing page.
  
• Revamped individual Groups experience – Create, consume, and share information related to a particular group, as well as manage events and members efficiently in fewer clicks.

Accessing New Groups

In the New Outlook, from the navigation bar select “Groups”. This takes you to Groups Home.

In the Classic Outlook, from the navigation bar select “More apps” then “Groups”.

From Groups Home you can see all your groups at once. Or, when you select an individual group, you can:

• Send an email to the group, access and edit your group settings and preferences, and manage group membership as needed.
  
• Access the group email, files, events, and members by selecting the respective tab.
  
• Access connected apps like Teams, SharePoint, OneNote, and Planner.

Talk

Conversations in Microsoft 365 Groups in Outlook happen in the shared inbox for the group. Users can read and reply to messages, and members can easily search or scroll back through the message history to get caught up on what’s been discussed before. The shared inbox looks a lot like the personal inbox that Outlook users are familiar with. Each conversation appears separately in the message list at the left and clicking on one will open it in the reading pane. If a user marks a message, or conversation, as read it doesn’t affect how the messages appear for other members of the group so you don’t have to worry that other members may miss an important message.

The shared inbox for your Office 365 group is where conversations occur.

Now that you’ve got your group created, let’s start a new conversation. You can post a new message by opening the shared inbox for the group and clicking New Conversation on the Ribbon. Or you can simply send an email to the group’s alias. All members of the group will be able to read the new message you’ve posted and any members who follow the group will get a copy of your message in their personal inbox.

Share Files

Each Microsoft 365 Group gets a shared files library where you can store, share, and collaborate on documents, workbooks, presentations, or just about any kind of file.

Access the files library by going to your group in Outlook (on the left navigation pane) and click Files on the Ribbon. The files library will open in a browser and from here you can create new files, upload files from your computer and do just about anything else a SharePoint document library can do. Think about what kind of files would be useful to share with your group, and don’t feel limited to Microsoft Office files. You can also share PDFs, photos or just about any other kind of file that your group would find useful.

To download or delete a file just select it and those options will appear on the toolbar at the top.

Collaborate

Each Microsoft 365 Group gets its own shared OneNote notebook where they can gather ideas, collaborate and store research.

Go to your group in Outlook by finding it on the left navigation pane, or in Outlook on the web by going to the People tile. Once you’re there click Notebook on the Ribbon to open the group’s shared notebook.

The first time you open the group’s shared notebook it will open in the browser in OneNote for the web. You can make edits there, or if you have OneNote 2016 and you’d prefer to use that just click Edit in OneNote from the Ribbon. Once you’ve opened it in OneNote the notebook will sync to your list of open notebooks and you can access it directly from within OneNote without having to go to the group first.

Try going to your group’s OneNote notebook and think about what might be useful for the group to collect ideas and collaborate on. For example you might have a section that you use to gather and comment on web content that is relevant to your team.

Plan Events

Chances are good that your group has events, meetings, milestones or other items that would benefit from a shared calendar. Each Microsoft 365 Group has a shared calendar that all members can see and contribute to.

Working with the calendar of your group is no different than working with your personal calendar. If you select the calendar button on the navigation pane, you’ll see your personal calendar, plus the shared calendars of any groups you’re a member of. You can check the boxes next to each calendar you want to see and view them side by side or overlapped.

Adding an item to the shared calendar works just as it does on your personal calendar. Any meeting you add to the shared calendar will invite the other members of the group to that event as well, so they can have it on their own calendars. Appointments added to the shared Group calendar do not appear on the personal calendars of other members.

Now that you’ve got your shared calendar try adding any upcoming meetings or events that your group might be participating in.