Software Guide

Managing Clutter in Outlook

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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.

Disabling Clutter rules in Outlook 

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”
  1. Drill down to “Mail > Automatic processing > Clutter”
  2. Uncheck “Separate items identified as clutter”
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Microsoft New Outlook Tutorial

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Microsoft has released a new version of Outlook that will eventually replace the classic version. The new Outlook for Windows brings the latest features, intelligent assisted capabilities, and a new modern and simplified design to your Outlook app. The New Outlook has many features and is vastly different visually from the classic version of outlook presently installed on all university owned computers.

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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

Note

The New Outlook has already been deployed to university owned macOS devices, due to the number of enhancements it provides, and that COM-Add-in platform was a Windows only feature.

  1. Turn on the toggle “Try the new Outlook” which will begin downloading the New Outlook
  1. 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
  2. Select an option about sending optional data, and then select “Accept”. Review the privacy information about connected experiences, and then select “Continue”
  3. Select “Import Settings” to bring over your settings from classic Outlook. New Outlook will begin adding your accounts
  1. 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.

Note

If you are using the new outlook and never created an account using the Classic Outlook, you will have to create a ticket using FDU SAMI Support by clicking the Support button at the bottom of this page.

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.

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.

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.

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.

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.

Install an Add-in from The Office Store

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

Tip

You can also access the Store from the Apps button to install an add-in directly from a message or appointment.

Note

Only Approved Addons will be allowed to be installed. To request an Addon, Open a Sami Support Ticket.

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

  1. 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
  2. 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.

Tip

If you moved from classic Outlook for Windows to the new Outlook for Windows, note that the location of add-ins is different. While add-ins are accessed from the ribbon or app bar in classic Outlook, access to add-ins in new Outlook for Windows 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

Tip

Customize your action bar to quickly access your add-ins. In the message action bar, select the ellipsis button (•••), then choose Customize actions. In the Addins section, check the boxes for the add-ins you want to see in the action bar.

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

Tip

If you want to use an add-in on an existing meeting or appointment, you must open the meeting or appointment in a pop-up window to view the ribbon.

  1. 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”

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.

Tip

New Groups in classic Outlook is available in Build Version 16.0.16714.10000 or later. To access new Groups in classic Outlook, from the navigation bar select More Apps > Groups.

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”.

Tip

To pin, right-click Groups and select Pin.

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.

Tip

A recent change in the way messages are displayed, and counted, in Outlook may have reset the number you see next to your group name in the Outlook navigation pane. If you want to reset that number to zero you can right-click the group and select Mark all as read.

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.

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Microsoft New Teams Tutorial

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Microsoft Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration. Continue reading to find more information about the new Teams app, common features and settings most commonly used.

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A New Teams client is rolling out! Though it looks nearly identical to classic Teams, it has been redesigned from the ground up to take advantage of future developments. Microsoft has discontinued the use of classic teams in July of 2024.

For a comprehensive list of all the new features of Microsoft Teams, click the link below:

What's New in Microsoft Teams

How To Upgrade

Looking for the new Teams experience? The upgrade process itself is quick and silent, where Microsoft 365 will install the new Teams client in the background.

  • For all university owned computers, the new Teams app has been silently rolling out in the background and may be presented with as the following options to switch over
new Teams experience has been delivered to the device
  • You may be presented with an option to Upgrade your device with the New Teams experience
A notification prompt to switch your device to the new Teams experience
  • A “Try the new Teams” toggle switch will present itself if the new Teams app upgrade has completed but continue to use the classic Teams experience.

During the transition phase, which will end in June of 2024, you might see two icons. The old Teams is labelled Microsoft Teams classic (work or school), and the new Teams will be labeled Microsoft Teams (work or school). The new Teams will also have a cyan “New” label on the icon as well.

Windows 10 Search for Microsoft Teams
Windows 11 Search for Microsoft Teams
macOS spotlight search for Microsoft Teams

Note

The new Teams app should be used unless there is a specific reason not to (like troubleshooting a Teams Application issue).

For a complete list of all changes in the New Microsoft Teams, visit:

Microsoft Teams Changes

Device Settings

When you’re upgraded to the new Teams, your display settings will reset. Here’s how to change the most commonly accessed display settings.

  1. Click on the “Ellipses” in upper right-hand corner, and then “Settings”
  1. The default theme for new Teams is Light, which appears grey. Dark will color the window black. Classic will bring back the purple/gray theme from classic Teams
  1. Another commonly changed display setting is Layout. You can choose your Teams to display in a Grid view, which is the new Teams default, or a List view, which will show all your Teams in a list on the left, similar to how Outlook displays folders.

There are many other settings in Teams, and we encourage you to review your device settings and video effects (blurred and custom backgrounds) prior to joining your next meeting. Custom backgrounds may need to be re-added.

FAQ

What happened to my Contacts list on the Chat tab?

Microsoft has moved the Contacts list to the People app. You can find People by clicking the “” tab in the left navigation bar and typing “People” in the search.

To pin it to your sidebar, right click “People” then select “Pin”

Note

If People is not able to be found when searching, this means that the People App is already Pinned.

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Where are my Saved Items?

Saved Items are not currently available in new Teams. Microsoft plans to release a new functionality that will replace it and offer you a method for exporting Saved Items from Teams Classic in the near future. For now, Microsoft recommends using Classic Teams to access Saved Items.

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Why are my Office documents opening in my browser or Teams app unexpectedly?

We have observed some cases where upgrading to new Teams will reset your file open preference. You can change it by going to “Settings > Files and Links” from the (•••) menu at the upper right.

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Why can’t I tag some private channels?

We have observed that you cannot @ mention or tag some private channels in the new Teams experience. This issue appears most likely to affect older private channels and has been reported to Microsoft.

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What happened to Groups?

Groups are now called Categories and how to create and manage categories will be discussed in the Section for Teams Chat.

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What happened to Contacts?

Contacts have been moved to the People App. How to manage and use People will be discussed in the Teams Chat Section.

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Install and Launch Options

If you are using a mobile device, or your personally owned computer, you can download Microsoft Team using the link below.

The page will automatically detect your operating system and redirect you to the appropriate desktop client (e.g. Windows, macOS) or mobile client (e.g. Android, Apple iOS).

The Microsoft Teams application is automatically pushed to all university owned computers. To determine if you already have it installed, search for “Teams” using the Windows Search Bar or Spotlight Search on Apple devices. If you are working on a university computer and you cannot locate the Microsoft Teams application, you can install by following the instructions below.

Windows – FDU Self Service Portal for Software

  1. Press the “Windows key” on your keyboard and type “FDU Self”
  1. Launch FDU Self Service Portal for Software” from the search results list
  1. Select the “Microsoft Teams” experience from the list and click “Install”

The classic Teams experience will be available until the end of June of 2024.

Web – Access the Office Web Application

The web client is a full, functional client that can be used from a variety of browsers including Google Chrome, Edge Browser, and Mozilla Firefox. Microsoft Teams will also be available on Safari soon. 

  1. From an internet browser, click the link below:

Office 365

  1. Sign in to your FDU Office 365 account using your NetID and NetID account password
  2. Click the “App Launcher”, then click “Teams” from the list of apps

Starting a Conversation

Teams allow’s for text-based conversations using the Chat feature. Although it does not replace email in all use cases, it is a great tool for asking quick questions or just saying hello.  When using chat, be mindful and adhere to FDU’s Written Information Security Program. 

  1. Select “Chat” from the left menu and then click on the top search bar
Classic Teams
New Teams
  1. Type the name of the person you are attempting to locate and click on their name. Only FDU faculty, staff, and students are accessible in Microsoft Teams
Classic Teams
New Teams
  1. You will be brought to the chat window and can start your conversation
Classic Teams
New Teams

Navigating the Chat Window

The Chat window has many convenient tabs and shortcuts aimed at improving collaboration. Near the top of the screen, next to the name of the contact that you are chatting with, you will notice the default tabs, followed by a plus sign.

Classic Teams – Tabs
  1. Chat: tab contains the conversation
  2. Files: tab contains all files shared in during the conversation
  3. Organization: Two person conversations, the Organization tab shows your contact’s organization chart. This information is pulled from Office 365

Note

Datatel remains the authoritative source for this information and the data contained here is not intended to be 100% accurate. 

  1. In two person conversations, the “Activity” tab will list the latest activity of your contact
  2. You can use the “+ sign” to create a new tab from a file or an app. This can be a quick and convenient way to access a collaborative file that was previously shared in the conversation

To the right of these tabs are a series of shortcut icons which perform the following functions:

Classic Teams – Shortcuts

  1. Video call: icon starts a new video call
  2. Audio call: icon starts a new voice call
  3. Screen sharing: icon allows you to share your desktop or an application
  4. Add people: icon is used to invite additional people to the chat
  5. Pop out chat: icon creates a separate window with your chat
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New Teams – Tabs
  1. Chat: contains the conversation
  2. Files: Contains all files shared in during the conversation
  3. Add a Tab: Add an App to the tab list for all users

To the right of these tabs are a series of shortcut icons which perform the following functions.

Shortcuts – New Team

  1. Audio Call icon starts a new voice call
  2. Add people icon is used to invite additional people to the chat
  3. Ellipses is used for additional features:
    • Open Chat in New Window: Pops chat in separate window
    • Schedule Meeting: schedules a meeting with individual
    • Screen Sharing: initiates a screen sharing session and calls individual
    • Pin: Pins person to pinned section in teams

Note

Depending on your screen resolution and application window size, your view may differ from the picture above, but all options outlined will be available.

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Managing Contacts – Now Called People

The Chat function allows you to have conversations with one person or groups of people. In classic Teams, this is known as Contacts and in the New teams, this is called People.

The pane on the left-hand side of the screen is split into Recent and Contacts. Contacts acts like a rolodex that allows you to store and sort a list of the people you contact most frequently. The Recent list will display your most recent conversations with single people or group messages.

Types of Contacts

There are two types of contacts, directory contacts which come from your organization, and local contacts which you can add from scratch to your copy of Teams.

  • Directory contacts have some fields set by your organization, and additional fields which can be edited by you.
  • Local contacts are stored within your local copy of Teams, and do not synch with an organization’s directory.

Note

For contacts you create based on the company directory, the admin may control some of the fields, like the name and email. They will appear grayed out and you will not be able to modify them. 

Classic Teams – Contacts

By default, the Contacts tab will already have a “Favorites” group. However, creating new groups can be a helpful way to organize your contacts. For example, you may wish to create a group for people that you are working with on a project or for people that you interact with from a department.

  1. To create a new contact group, click “Create a new contact group” on the bottom of the pane
  1. Enter a name for your group, and click “Create”
  1. To add contacts to a group, click the “More options” icon (•••) next to the group name and select “Add a contact to this group” from the drop-down menu
  1. Begin typing the name of your contact. Once you see their name appear, select it and select “Add”

You can add the same contact to as many groups as you would like. The chat with your contact will remain the same regardless of which group you are accessing the conversation from.

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New Teams – People

Microsoft has moved the Contacts into the People App. By default, the People tab will already have a “Favorites” group and a “My Group” category. However, creating new categoriess can be a helpful way to organize your contacts.

For example, you may wish to create a category for people that you are working with on a project or for people that you interact with from a department.

Add People to Favorites

  1. Find the contact you wish to be added to favorite and click the star in front of their name

Add People to Category

  1. Next to the contact, click the ellipses button and then click “Add Category”
  1. Type in the name of the new Category, search for an existing category, or select from the provided list
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Sharing Your Screen

Screen sharing is one of Microsoft Teams’ most powerful collaborative features. You can show your screen to your colleagues and even grant them control to edit Microsoft Office files with you in real time.

Note

Before you get started, make sure that you are using the installed version of Microsoft Teams, as the browser-based Teams version does not support this functionality. 

  1. From the chat window or from an ongoing call, click on the “Screen Sharing / Share” icon
Classic Teams
New Teams
  1. You be given a choice to either share your desktop or an application from the Microsoft Office suite, click on the window you want to share
Classic Teams
New Teams

Once you select the screen you wish to share, the members of your chat or call will be able to view your screen and request access to remotely control your desktop or program.

You can only share your screen with a mobile device user if you are engaged in an active voice or video call with them.

Requesting a Team

Creating a team provides remote team members with the ability to work together and share information via a common online space. You can also organize your information by creating channels to help optimize your team’s workflow.

To create a Microsoft Team, you must request one using an online form on SAMI Support.  To request a team, follow these instructions:

  1. Navigate to the SAMI Support using the link below, logging in with your FDU NetID account

Request Microsoft Teams

  1. Click on the “Forms Tile for Faculty and Staff”
  1. Scroll down to “Microsoft Team Request” and click on it to expand the information
  1. Fill out all the fields and click on the “Submit” button

Note

You can specify additional team owners. Owners will have rights to invite and make other changes to the team after its creation.

  1. You should now see a screen informing you that your form was successfully submitted

Note

Please allow 3 to 5 business days for the Team to be created.

  1. You will receive an email once the team is created. The next time you log in to Teams you will see your team listed in the Teams section
  1. Click on your team to open the general channel. From here you can create channels, add users, and customize your team. Any team members that you add will receive an email notifying them that they were added to your team. The next time that they log in or open Teams, they will find the team listed in their Teams section

Creating Channels

Channels are dedicated sections within a team. You can keep conversations organized by specific topics, projects, disciplines, or whatever works for your team! Channels are where conversations happen and where the work gets done. There can be public channels which are open to all team members or, if you require a more select audience, private channels can be open to a subset of your team.

  1. Select Teams from the menu on the left-hand side of the screen. If you have multiple teams, select your team of choice
  1. Click on the “More options” icon (•••) next to the team name and select “Add channel”
  1. Give the channel a name, and a brief description as if would would like
  2. Select your channel’s preferred level of privacy and press “Add”

Standard channels are open for anyone to join
Private channels are invitation only

  1. If you selected “Private” you will see a window that lets you add the team members that should have access to the channel. Once all members are added, press “Close”
  1. Once a channel is created it will show up under the General channel in the channels list. If the channel was set to Private, only the members can see it. Anyone who belongs to the channel can click on it to view its contents

Note

Since channels are sections within a team, it is not possible to add members to a channel that are not part of the team.

Managing a Team

Now that your teams and channels are created, you can begin to take advantage of Microsoft Teams’ management features. Team management includes essential functions such as adding and removing members, assigning permissions for individual members, and managing your channels. You can also implement granular customizations such as setting parameters on the use of tags and emojis.

  1. Select Teams from the left menu. If you have more than one team, click on your team
  2. Click “More Options” icon (•••) next to the team name and select “Manage Team”. From here, you can select one of the following tabs

Manage Members Tab

  • Add a member by clicking “Add Member” button on the top right of the window
  • Remove a member by pressing “X” button on the right of their name
  • Use the drop-down menu to change a member’s role to Owner. This allows them full access to change settings

Manage Request Tab

  • Use this tab to accept or deny a person’s request to join your team

Manage Channels Tab

  • Create a channel by pressing the “Add channel” button on the top right of the window
  • You can restore deleted channels by expanding the “Deleted” list and pressing on “Restore”

The experience for managing a team setting varies between both the classic and new Teams.

Classic Teams – Manage Settings Tab
  • Team picture: is an optional setting which allows you to set a profile picture for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  • Member permissions: to set editing permissions for your team members
  • Guest permissions: settings you can allow guests to create, update, and delete channels
  • @mentions: lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  • Team code: will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  • Fun stuff: lets you allow gifs and memes to be displayed on the channel
  • Tags: setting to decide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team
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New Teams – Manage Settings Tab
  • Team Details: is an optional setting which allows you to set a profile picture, description and set privacy options for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  • Member permissions: to set editing permissions for your team members
  • Guest permissions: settings you can allow guests to create, update, and delete channels
  • @mentions: lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  • Team code: will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  • Fun stuff: lets you allow gifs and memes to be displayed on the channel
  • Tags: setting todecide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team
  • Team Expiration: Specifies when the Team will expire. By policy no user can change the expiration policy and can visit SAMI Support to extend the expiration when nearing the expiration date.
New Teams – Team Settings Page
New Teams – Team Details Page
New Teams – Team Image Page
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Manage Analytics Tab

  • The Analytics tab displays usage information for your team

Manage Apps Tab

  • The Apps tab allows you to add or remove application plug ins for your channels

Starting an Instant Meeting

Instead of scheduling a meeting for a future date, you can start one right away and invite people in on the fly.

  1. Select “Calendar” from the left-hand side of the screen and press “Meet Now”
  1. Give your meeting a name, select audio and video options, and press on “Join Now”
Classic Teams – Meet Now Options
New Teams – Meet Now Options
New Teams – Meet Now Audio Options
New Teams – Meet Now Invite Prompt
  1. Your meeting should start with the “Participants” tab displayed so you can start inviting people right away. As you search for people and add them to your meeting, they will receive a call to be connected
  1. As people accept the meeting invitation they will automatically be connected

Joining a Meeting

Meetings in Teams include audio, video, and screen sharing. They’re one of the key ways to collaborate in Teams.

  1. The Teams Calendar can be found by clicking Calendar in the left pane
Classing Teams – Scheduled Meeting
New Teams – Scheduled Meeting
  1. You can join a scheduled meeting by selecting the “Calendar” tab from the left menu, then finding and left clicking on your meeting and clicking join for the Classic Teams Experience, or simply press “Join” on the New Teams experience
  1. Select your video and microphone options, then left click “Join Now”
Classing Teams – Join Meeting Options
New Teams – Join Metting Options

Join

Depending on the Metting owner’s settings, you may receive a message that you are waiting for the host to let you into the meeting. You will remain on the Join Meeting Options Screen until you are admitted into the meeting.

  1. If you are the first participant that joined the meeting, you will see a black screen informing you that you are waiting for other members to join. As people join the meeting they will show up on the screen. If you are the host and your meeting has the lobby opened, you will have to admit everyone who joins the meeting
Classic Teams – Waiting in Meeting
New Teams – Person in Lobby Prompt
  1. When you are done with the meeting, close it by pressing the red telephone icon to “Hang up” the call

Scheduling a Meeting

Due to Office 365 calendar integration, scheduling video and voice meetings on Microsoft Teams is simple and convenient.

  1. Select the “Calendar” tab from the left-hand side of the screen. This screen displays your entire FDU Office 365 calendar. Next, press “New Meeting” button on the top right of the window

You will notice that the New Meeting window offers 2 tabs: “Details & Scheduling Assistant”

  1. From the “Details” tab, enter the following information about your meeting:
  • Title
  • Required Attendees

Note

You can also add optional attendees by pressing + optional button

  • Time
  • Specify whether the meeting reoccurs
  • Add Channel is optional and lets you specify an entire Teams channel to receive a meeting notification
  • Add location is optional and enables you to select a physical location for members to meet at
  • Add details like the topic of discussion, meeting outline, etc
Classic Teams – Meeting Invitation Request
New Teams – Meeting Invitation Request
  1. The “Scheduling Assistant” tab allows you to view the calendar of all attendees to check for availability. It is possible to adjust the meeting time on this tab
  1. When finished, press the “Send” button on the top of the page. The meeting will be posted on the channel you selected, and invites will be emailed to all requested attendees. The meeting will also show up on the calendar of the people who have accepted the meeting invitation

Microsoft Acquired Flipgrid

Microsoft has acquired Flipgrid for video submissions for Classroom Assignments. This feature is only available from within a Classroom Team for assignment posting and submission.

Faculty can request a classroom team by using the following SAMI Support form:

Microsoft Team Request

Note

The description must state that a classroom team is required.

After the new classroom team is created, the requesting faculty member can assign students to the classroom team. Students can only access the Flipgrid video submission button within the classroom team.

After you have created assignments or posted to an assignment, A new app tab will be displayed within your Teams app list labeled Assignments.

For Educators – Create a Flip video recording assignment

  1. Click “Teams” and then click the classroom team
  1. Click on “Assignments” channel and “Create” -> “New Assignment”
  1. After creating the assignment name and description, click the “+New tab
  1. Select Flip video recording
  1. Adjust video settings as desired
  1. Click the middle record button to begin recording
  1. Click the middle stop recording button to stop the recording
  1. Click the “Review” tab to review your recording and confirm your video to be uploaded
  1. When reviewing your recording, you may make trimming edits and music changes (if any). When finished, click “Next”
  1. Name the Flip video recording and click “Upload
  1. Once the Video upload is complete, click “Done”
  1. Click “Assign” to assign the assignment or click the down-facing carrot to select from the options: “Assign now” or “Schedule to assign in the future

For Learners/Students – Post to an Assignment using Flip video recording

  1. Click “Teams” and then click the classroom team
  1. Click on the “Assignments” channel and click on the assignment
  1. Click “+ New”
  1. Select Flip vVideo rRecording
  1. Adjust video settings as desired
  1. Click the middle record button to begin recording
  1. Click the middle stop recording button to stop the recording
  1. Click the “Review” tab to review your recording and confirm your video to be uploaded
  1. When reviewing your recording, you may make trimming edits and music changes (if any). When finished, click “Next”
  1. Name the Flip video recording and click “Upload
  1. Once the Video upload is complete, click “Done”
  1. Click “Turn in” after the video is uploaded to submit your Flip video recording to the assignment

Viewing Comments and responding to comments in Flipgrid videos

  1. Open Microsoft Teams and navigate to the classroom team
  1. Click on the “Assignments” channel
  1. Click the “Completed” tab at the top of the Assignments window
  1. Click on the submitted assignment
  1. Click on the submitted Flip video recording and then click the Play button in the middle of the screen
  1. When viewing the video, you will see options for comments, among other options
  1. Click “Close” when finished

Additional Features – Flipgrid Sharing Space

To create a Flipgrid sharing space for classroom team collaboration on videos, watch the following video:

Create a Flip video sharing space in Microsoft Teams

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Microsoft Office 365 Apps

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Microsoft Office 365 offers a comprehensive set of software tools that facilitate documentation, collaboration, and communication. These tools are available on the Web or as downloadable desktop Office 365 apps.

Below is a list of articles for each of the available tools in the Microsoft Office 365 environment. Each article contains information on what each application is and training on how to use them.


Outlook

Outlook allows you to connect and stay organized with your email, calendar, and contacts all in one place.


Word

Word allows you to collaboratively view, edit, and create high-quality shared documents.


Excel

Excel is the industry leading spreadsheet program, a powerful data visualization and analysis tool.


PowerPoint

PowerPoint is a slideshow presentation program that’s part of the Microsoft office suite of tools. PowerPoint makes it easy to create, collaborate, and present your ideas in dynamic, visually compelling ways.


Teams

Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration. Here you will find documentation on how to install and use Teams and all its features.


OneNote

OneNote is a cross-functional digital notebook. You can organize different notebooks into sections and pages with easy annotation and navigation tools.


OneDrive

OneDrive and Microsoft 365 make it easy to access, share, and collaborate with your classmates or co-workers on files from anywhere within FDU.


Lists

Lists you can Build and share lists to help you track issues, assets, routines, contacts, inventory, and more. You can get started with Microsoft Lists from Microsoft 365, from MS Teams or from within SharePoint.


Power Apps

Power Apps is a suite of apps, services, connectors, and data platform that provides a rapid application development environment to build custom apps. Using Power Apps, you can quickly build custom apps that connect to data stored throughout Microsoft 365.


Power Automate

Power Automate is a service that helps you create automated workflows between apps and services to synchronize files, get notifications, collect data and more.


Power BI

Power BI is a business analytics solution that lets you visualize your data and share insights across your organization or embed them in your app or website. It allows connections to hundreds of data sources and generate live dashboards and reports.


Planner

Planner makes it easy for your team to create new plans, organize and assign tasks, share files, chat about what you are working on, and get updates on progress.


Bookings

Bookings offers a simpler way to organize schedules and manage appointments. Microsoft Bookings includes a web-based booking calendar and integrates with Outlook to optimize your calendar and give your contacts the flexibility to book a time that works best for everyone involved.


Forms

Forms is an app that lets you create surveys, quizzes, and polls to collect real-time responses from students, collaborates and colleagues. It has built-in analytics to evaluate responses, and export results to Excel for additional analysis or grading.

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Microsoft Teams Tutorial

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Microsoft Teams is a unified communication and collaboration platform that combines persistent workplace chat, video meetings, file storage, and application integration. Here you will find documentation on how to install and use Teams and all of its features.
index

Index

Install and Launch Options

If you are using a mobile device, or your personally owned computer, you can download Microsoft Team using the link below.

The page will automatically detect your operating system and redirect you to the appropriate desktop client (e.g. Windows, macOS) or mobile client (e.g. Android, Apple iOS).

The Microsoft Teams application is automatically pushed to most university owned computers. To determine if you already have it installed, search for “Teams” using the Windows Search Bar or Spotlight Search on Apple devices. If you are working on a university computer and you cannot locate the Microsoft Teams application, you can install by following the instructions below.

Windows – Portal Manager

  1. Press the Windows key on your keyboard and type Portal Manager
  2. Launch Portal Manager from the search results list
  1. Select Microsoft Teams from the list and click Install

Mac – FDU Self Help

  1. Press cmd+space on your keyboard and type FDU Self Service
  1. Launch FDU Self Service from the spotlight search results
  1. Locate and double click on Microsoft Teams. If Teams is already installed, it will not show up on the list

Web – Access the Office Web Application

The web client is a full, functional client that can be used from a variety of browsers including Google Chrome, Edge Browser, and Mozilla Firefox. Microsoft Teams will also be available on Safari soon. 

  1. From an internet browser, go to  office365.fdu.edu
  2. Sign in to your FDU Office 365 account using your NetID and NetID account password
  3. Select  Teams from the list

Starting a Conversation

Teams allows for text-based conversations using the Chat feature. Although it does not replace email in all use cases, it is a great tool for asking quick questions or just saying hello. When using chat, please be mindful and adhere to FDU’s Written Information Security Program.

  1. Select Chat from the left menu and then click on the top search bar
  1. Type the name of the person you are attempting to locate and click on their name. Only FDU faculty, staff, and students are accessible in Microsoft Teams
  1. You will be brought to the chat window and can start your conversation

Navigating the Chat Window

The Chat window has many convenient tabs and shortcuts aimed at improving collaboration. Near the top of the screen, next to the name of the contact that you are chatting with, you will notice the default tabs, followed by a plus sign.

Tabs

  1. The Chat tab contains the conversation
  2. The Files tab contains all files shared in during the conversation
  3. In two person conversations, the Organization tab shows your contact’s organization chart. This information is pulled from Office 365. Datatel remains the authoritative source for this information and the data contained here is not intended to be 100% accurate
  4. In two person conversations, the Activity tab will list the latest activity of your contact
  5. You can use the + sign to create a new tab from a file or an app. This can be a quick and convenient way to access a collaborative file that was previously shared in the conversation

To the right of these tabs are a series of shortcut icons which perform the following functions.

Shortcuts

a. The Video call icon starts a new video call
b. The Audio call icon starts a new voice call
c. The Screen sharing icon allows you to share your desktop or an application
d. The Add people icon is used to invite additional people to the chat
e. The Pop out chat icon creates a separate window with your chat

Managing Contacts

The Chat function allows you to have conversations with one person or groups of people. The pane on the left-hand side of the screen is split into Recent and Contacts. Contacts acts like a rolodex that allows you to store and sort a list of the people you contact most frequently. The Recent list will display your most recent conversations with single people or group messages.

By default, the Contacts tab will already have a “Favorites” group. However, creating new groups can be a helpful way to organize your contacts. For example, you may wish to create a group for people that you are working with on a project or for people that you interact with from a department.

  1. To create a new contact group, click “Create a new contact group” on the bottom of the pane
  1. Enter a name for your group, and click “Create
  1. To add contacts to a group, click the “More options” icon (3 dots) next to the group name and select “Add a contact to this group” from the drop-down menu
  1. Begin typing the name of your contact. Once you see their name appear, select it and select “Add

You can add the same contact to as many groups as you would like. The chat with your contact will remain the same regardless of which group you are accessing the conversation from.

Sharing Your Screen

Screen sharing is one of Microsoft Teams’ most powerful collaborative features. You can show your screen to your colleagues and even grant them control to edit Microsoft Office files with you in real time.

Before you get started, make sure that you are using the installed version of Microsoft Teams, as the browser based OWA version does not support this functionality.

  1. From the chat window or from an ongoing call, click on the “Screen sharing / Share” icon
  1. You be given a choice to either share your desktop or an application from the Microsoft Office suite, click on the window you want to share

Once you select the screen you wish to share, the members of your chat or call will be able to view your screen and request access to remotely control your desktop or program.

You can only share your screen with a mobile device user if you are engaged in an active voice or video call with them.

Requesting a Team

Creating a team provides remote team members with the ability to work together and share information via a common online space. You can also organize your information by creating channels to help optimize your team’s workflow.

  1. Navigate to the forms website and log in using you FDU NetID account information
  1. Scroll down to Microsoft Team Request and click on it to expand the information
  1. Fill out all the fields and click on the “Request Microsoft Team” button

Note

You can specify additional team owners. Owners will have rights to invite and make other changes to the team after its creation.

  1. You should now see a screen informing you that your form was successfully submitted. Please allow 3 to 5 business days for the Team to be created
  2. You will receive an email once the team is created. The next time you log in to Teams you will see your team listed in the Teams section
  1. Click on your team to open the general channel. From here you can create channels, add users, and customize your team. Any team members that you add will receive an email notifying them that they were added to your team. The next time that they log in or open Teams, they will find the team listed in their Teams section

Creating Channels

Channels are dedicated sections within a team. You can keep conversations organized by specific topics, projects, disciplines, or whatever works for your team! Channels are where conversations happen and where the work gets done. There can be public channels which are open to all team members or, if you require a more select audience, private channels can be open to a subset of your team.

  1. Select Teams from the menu on the left-hand side of the screen. If you have multiple teams, select your team of choice
  1. Click on the “More options” icon (3 dots) next to the team name and select “Add channel
  1. Give the channel a name. Optionally, you can write in a brief description as well
  2. Select your channel’s preferred level of privacy and click “Add
  • Standard channels are open for anyone to join.
  • Private channels are invitation only.
  1. If you selected “Private” you will see a window that lets you add the team members that should have access to the channel. Once all members are added, click “Close
  1. Once a channel is created it will show up under the General channel in the channels list. If the channel was set to Private, only the members can see it. Anyone who belongs to the channel can click on it to view its contents

Note

Since channels are sections within a team, it is not possible to add members to a channel that are not part of the team.

Managing a Team

Now that your teams and channels are created, you can begin to take advantage of Microsoft Teams’ management features. Team management includes essential functions such as adding and removing members, assigning permissions for individual members, and managing your channels. You can also implement granular customizations such as setting parameters on the use of tags and emojis.

  1. Select Teams from the left menu. If you have more than one team, click on your team
  2. Click “More Options” icon (3 dots) next to the team name and select “Manage Team“. From here, you can select one of the following tabs

Manage Members Tab

  • Add a member by clicking “Add Member” button on the top right of the window
  • Remove a member by clicking “X” button on the right of their name
  • Use the drop-down menu to change a member’s role to Owner. This allows them full access to change settings

Manage Request Tab

  • Use this tab to accept or deny a person’s request to join your team

Manage Channels Tab

  • Create a channel by clicking the Add channel button on the top right of the window
  • You can restore deleted channels by expanding the Deleted list and clicking on Restore

Manage Settings Tab

  • The Team picture is an optional setting which allows you to set a profile picture for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  • Use Member permissions to set editing permissions for your team members
  • With the Guest permissions settings you can allow guests to create, update, and delete channels
  • @mentions lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  • Team code will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  • Fun stuff lets you allow gifs and memes to be displayed on the channel
  • Use the Tags setting to decide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team

Manage Analytics Tab

  • The Analytics tab displays usage information for your team

Manage Apps Tab

  • The Apps tab allows you to add or remove application plug ins for your channels

Choosing a Team Type

When you create a new team in Microsoft Teams, you’ll be asked to select from one of four teams.

Learn more in the table below about which team meets your teaching and learning goals.

Class Professional Learning Community (PLC) Staff Other
Description Teachers and students collaborating on group projects, assignments, and more. Educators collaborating within a professional learning community. Examples: academic department, grade band, or group working on a shared goal. Staff leaders and staff members collaborating on school administration and development. Students and school employees collaborating in interest groups and clubs.
Team Owners & Team Members Teachers are team owners and add students as team members. Educators form the team and other educators join the team. Staff leaders are team owners and add staff members as team members. Any combination of students and school staff can form a team and add members.
Permissions Teachers moderate student conversations and who can post where. Students only have write permission in certain areas. Educators share equal read-write permissions. Staff leaders control posting settings. Staff members only have write permission in certain areas. Team members share equal read-write permissions unless the team owner(s) alter the settings.
Features Class Notebook Assignments Conversations Files Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites like Microsoft Forms OneNote notebook Conversations Files Meetings Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites Staff Notebook Conversations Files Meetings Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites OneNote notebook Conversations Files Meetings Video and audio calls Chat (if enabled) Pinning new tabs with documents or sites
Educational Goals Assign, track, and review student work Export grades Collaborate and communicate in the classroom Make announcements Administer quizzes and polls Work in student groups Share and organize rich content Invite virtual experts into the classroom Collaborate in professional learning communities Communicate Make announcements Share work Organize virtual or face-to-face meetings Work in smaller groups Share and organize content Oversee professional development, staff, and administrative goals Communicate Make announcements Share content and progress reports Work in smaller groups Organize virtual or face-to-face meetings Collaborate and communicate with team members Make announcements Share content Organize virtual or face-to-face meetings Work in smaller groups

Starting an Instant Meeting

Instead of scheduling a meeting for a future date, you can start one right away and invite people in on the fly.

  1. Select “Calendar” from the left-hand side of the screen and click “Meet Now
  1. Give your meeting a name, select audio and video options, and click on “Join Now
  1. Your meeting should start with the Participants tab displayed so you can start inviting people right away. As you search for people and add them to your meeting, they will receive a call to be connected

4. As people accept the meeting invitation they will automatically be connected

Joining a Meeting

Meetings in Teams include audio, video, and screen sharing. They’re one of the key ways to collaborate in Teams.

  1. You can join a scheduled meeting by selecting the “Calendar” tab from the left menu, then finding and left-clicking on your meeting
  1. Click “Join” button on the top of the page
  1. Select your video and microphone options, then left click “Join Now
  1. If you are the first participant that joined the meeting, you will see a black screen informing you that you are waiting for other members to join. As people join the meeting they will show up on the screen.
  1. When you are done with the meeting, close it by clicking the red telephone icon to “Hang up” the call

Scheduling a Meeting

Due to Office 365 calendar integration, scheduling video and voice meetings on Microsoft Teams is simple and convenient.

  1. Select the “Calendar” tab from the left-hand side of the screen. This screen displays your entire FDU Office 365 calendar. Next, click “New Meeting” button on the top right of the window

You will notice that the New Meeting window offers 2 tabs, Details and Scheduling Assistant

  1. From the Details tab, enter the following information about your meeting:
  • Title
  • Required Attendees

Note

You can also add optional attendees by clicking +optional button

  • Time
  • Specify whether the meeting reoccurs
  • Add Channel is optional and lets you specify an entire Teams channel to receive a meeting notification
  • Add location is optional and enables you to select a physical location for members to meet at
  • Add details like the topic of discussion, meeting outline, etc
  1. The Scheduling Assistant tab allows you to view the calendar of all attendees to check for availability. It is possible to adjust the meeting time on this tab
  1. When finished, click the “Send” button on the top of the page. The meeting will be posted on the channel you selected and invites will be emailed to all requested attendees. The meeting will also show up on the calendar of the people who have accepted the meeting invitation
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Perceptive Experience Handbook

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Logging into Perceptive

  1. To login, use your FDU NetID (Email credentials):
  1. After you login, you should have a screen that looks something like this:

Capture

  1. To capture a document to store in Perceptive, click on the Capture tab on the main Experience screen.
  1. Now the Capture screen will display.
  2. Now you will choose the appropriate Application Plan to Use
  3. Make sure that in the box on the top left under the Perceptive logo and Capture has the correct Capture Profile you will use to store the document.  In this example, the Ext Capture Profile Learning House Staff has been chosen.  When chosen, the Document Properties box will appear on the right side of the screen with the appropriate field labels.
  1. Now click on the Capture tab next to the Capture Profile that you picked.  A new dialog box will appear:
  1. Click on the Browse tab.  This will bring up File Explorer.  Choose the file you want to save to Perceptive. 
  1. When you click Open, it will bring you back to the Dialog Box.  There will be a pause and when the document has been selected, the message “1 file selected” will appear.  
  1. Click on the highlighted tab that says “Done”.
  2. The Capture screen re-appears and the selected document will appear in a box on the left.  The Document Properties box will re-appear on the right. 
  1. In the first field, choose the drawer in which you wish to store the document.  Now fill in the remaining fields with the appropriate information. 
  1. When done filling in the data, click on the Save tab at the top middle of the screen next to the Capture drop down.  
  2. Once you click Save, the document has been stored in Perceptive and you will see a “Success” message highlighted in green:
  1. The data that you entered will also disappear from the Document Properties box.  Now you are ready to capture your next document for Perceptive going through the same steps that you just went through.

Document Search

  1. To search for a document in Perceptive Experience, click on the Documents tab on the main Experience screen.
  1. Now the Documents Search screen will display.  On the left hand side, a column labeled “Document Views” will appear showing the drawers for which you will have access.  Please highlight and click on the appropriate drawer where you document resides.  

Also, two boxes will appear in the middle – a white box with the words “Search in the name of the highlighted drawer on the left”. The second blue box says Enter Search Criteria.

  • To enter search criteria, click inside the white box.  A new row of boxes will appear between the two original boxes.  These new boxes are the criteria and method you wish to conduct a search.  The first box is labeled “Add constraint”.  It is a dropdown box with a list of keys you may search on.  Name will always appear as the first entry.  Do not attempt to use that constraint.  It is not what you think it might be.   It is a parameter that we do not use.  Choose the constraint or key that you wish from the drop down – usually ID number or Last Name.  The second box is also a drop down box.  It is for the operation that will be performed – normally you would choose “starts with” or “equal to”.  The third box is where you would type in the actual value of the key you are looking for, usually the last name or ID number of the person you are searching for.  There is a wild card that you can use if you are unsure about the spelling of the key or the complete ID number.  The wildcard is the percent sign (%).  An example would be BRAN% or %ancon% or 01234%.  Also in the case of ID numbers, the leading zero is important to include.  If searching for ID# 0956712 using “equal to” you must make sure that the leading zero is included. 
  • Below is an example of a search where I want to find MIS COLLEAGUE Account Requests for anyone who has an ID number beginning with “14”.  I would click on the clear white box to get the three prompt boxes.  I would then put in the Constraint (Key), then the operand and finally the value of what I am searching for – ID number – starts with – 14.  I would then click on the Add button and that gets entered into the previously blank search box.  You may add another constraint (key) if you like or just click on the blue Search button at the very right.
  • Here is another example below where I am looking for anyone in this drawer that has the string ‘ranc’ in the last name. Notice the operand and the placement of the % signs in the value field.
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Setting up and Accessing the FDU VPN Client

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Download and Install The FDU VPN Client

FDU’s VPN Client Software, is also known as the “Cisco AnyConnect Secure Mobility Client”.

  1. Use any web browser (Google Chrome, Mozilla Firefox, Safari) to navigate to vpn.fdu.edu. Please refrain from using the Internet Explorer web browser when installing the FDU VPN Client
  1. Select your role within the University from the Group pulldown menu and enter your NetID Information in the username and password fields (user@fdu.edu)
  1. On the left-hand side menu, click on “AnyConnect“, then click on “Start AnyConnect”
  1. Download the VPN applet by clicking on “Download for Windows” or “Download for macOS” depending on your operating system. The browser will then download the VPN software client. When finished downloading, click on the file and select “open” within your browser

Chrome

Firefox

Safari

The browser will open a new window asking for permission to download the applet, click on “Allow”. When finished downloading, double click on the file to open the installation package and start the installation process.

  1. Follow the steps prompted to accept all changes and grant requested permissions to install FDU VPN software. Note, Java Runtime Environment software may also need to be installed. A copy of the software download will be prompted to be installed or can be accessed using the link below:
  1. The installation will continue, and an icon for the “Cisco AnyConnect Secure Mobility Client” with a “lock” icon will appear in your system tray once the installation is complete
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Configuring The FDU VPN
  1. Log into your computer
  1. Launch the Cisco AnyConnect Secure Mobility Client from the Start Menu. Ensure the address “vpn.fdu.edu” is entered into the corresponding text box and then press the “Connect” button
  1. Select your correct Group name on the dropdown menu, then enter your FDU NetID username and current FDU NetID password in the corresponding boxes. Click “OK
Dropdown Options
Example for Employees
Example for Students
  1. Ensure a successful connection was made by checking on your system tray at the bottom right portion of your screen, or if on macOS, the client application window will display a screen check over the lock icon
Windows
macOS
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Logging into The FDU VPN

The following instructions are the same for both Windows and macOS users.

  1. Register with Duo MFA
  • If you are an existing Duo user, please skip to Step 2
  • For new Duo users, please follow the guide below for registering your DUO Account
  1. Launch the “Cisco AnyConnect Secure Mobility Client” from the Start Menu or your Mac’s application folder if on macOS
  1. Ensure the address “vpn.fdu.edu” is entered into the corresponding text box and then click the “Connect” button
  1. Select your correct Group name on the dropdown menu
  1. Enter your FDU NetID username and current FDU NetID password in the corresponding boxes. Click “OK
Example for Employees
Example for Students
  1. In response, you’ll receive the Duo challenge dialog box. To use the preferred method type push in the Answer: dialog box, then click “Continue
  1. Tap “Approve” on the Duo login request received at your phone
  1. Ensure a successful connection was made by checking on your system tray at the bottom right portion of your screen, or if on macOS, the client application window will display a screen check over the lock icon
Windows
macOS

Additional DUO Information

Users with multiple registered Duo devices will need to enter push1 for their primary device or push2 for their backup device. If you are unsure which device is your primary or secondary device, open the Duo Mobile app on your mobile device, click Fairleigh Dickinson University and enter the passcode displayed.

Additional DUO Authentication Options

TypeInstructions
Push (Preferred)Push a login request to your phone (if you have Duo Mobile installed and activated on your iOS or Android device). Review the request and tap “Approve” to log in.
PasscodeOpen the Duo Mobile App. Tap “Fairleigh Dickinson University” and the passcode will be displayed, or call the Fairleigh Dickinson University Technical Assistance Center (UTAC) for a passcode.
PhoneHave Duo call your phone to authenticate your login.(Users with multiple devices will need to include a number indicating desired device i.e. Phone2). This option is only available to Faculty, Staff and approved Students.
SMSHave Duo text a passcode to your phone. (Users with multiple devices will need to include a number indicating desired device i.e. SMS2).

NOTE: This option is only available to Faculty, Staff and approved Students.

Additional Resources for Cisco DUO

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Shared Mailbox in Outlook

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A shared mailbox makes it easy for a group of people to read and send emails from one public email address, like info@fdu.edu. When a person in the group replies to a message sent to the shared mailbox, the email appears to be from the shared address, not from the individual user. Shared mailboxes can also be used to provide a shared calendar, allowing multiple users to schedule and view calendar tasks.

Request Access to an FDU Shared Mailbox

Users can request a new shared mailbox by completing and submitting the “Distribution Group/Shared Mailbox Request” form found below.  Users needing access to a specific FDU shared mailbox account may request access by reaching out to the shared mailbox owner.  To fulfill this request, the shared mailbox owner will open a support case with the Fairleigh Dickinson University Technical Assistance Center (UTAC).

Add a Shared Mailbox to Outlook

Windows
  1. The shared mailbox should automatically display in your folder pane on the left-hand side of your Outlook application within 24 hours of its creation. Closing and restarting the Outlook application maybe necessary if you do not see it after 24 hours

Note

Before you can use a shared mailbox, the Microsoft 365 admin for the university has to add you as a member.

If you cannot open a shared mailbox, please contact the Fairleigh Dickinson University Technical Assistance Center (UTAC) and open a service request.

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macOS
  1. Select Tools from the Outlook menu bar at the top of the screen, then choose Accounts
  1. Select the Advanced… tab
  1. Select the Delegates tab
  1. Click the + button, located under Open these additional mailboxes:
  1. Type or select your correct shared mailbox, and then select Add
  1. Select the OK tab
  1. You should now see your shared mailbox listed on the left-hand side of your Outlook email application window

Note

This is a one-time process only. You do not need to follow the above steps to add this to Outlook on your macOS device again.

If you cannot open a shared mailbox, please contact the Fairleigh Dickinson University Technical Assistance Center (UTAC) and open a service request.

New Outlook version on macOS

Some macOS users may take advantage of the “New Outlook” version of the Outlook application. You can identify which Outlook version you are using by locating the “New Outlook” slider tab button on the top right of the application.

  1. Select Tools from the Outlook menu at the top of the screen, then choose Accounts
  1. Select the Delegation and Sharing tab
  1. Choose the Shared With Me tab and then select the + button
  1. Begin to type the shared mailbox name or its email address, choose the correct shared mailbox before selecting Add, and finally Done when finished
  1. You should now see your shared mailbox, located on the left-hand side of your Outlook application window

Note

This is a one-time process only. You do not need to follow the above steps to add this to Outlook on your macOS device again.

If you cannot open a shared mailbox, please contact the Fairleigh Dickinson University Technical Assistance Center (UTAC) and open a service request.

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office365.fdu.edu / Outlook Web App
  1. Navigate to the FDU Office 365 Portal webpage
  1. Select the Outlook web app icon, located on the left-hand side of your display
  1. Right-click on the Folders option located on the left side of the menu; a small drop-down menu should display. Select Add shared folder
  1. Begin typing the email address for the shared mailbox, auto-populated suggestions will be displayed. Select the correct shared mailbox address and click Add
  1. You should now see the added shared mailbox located on left side of your Outlook web email window

Note

This was a one-time process. You do not need to follow the above steps to add this to your account again. You will automatically see the shared mailbox when you sign in to your account next time.

If you cannot open a shared mailbox, please contact the Fairleigh Dickinson University Technical Assistance Center (UTAC) and open a service request.

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Android and iOS
  1. Sign in to your primary FDU email account in the Microsoft Outlook for Android or iOS app
  2. Tap the Add Account button in the left navigation pane, then tap Add Shared Mailbox
  1. Enter the name of the shared mailbox and tap Add Shared Mailbox when finished

Note

If you have multiple accounts in Outlook Mobile, select the account that has permissions to access the shared mailbox.

  1. After the account setup process completes, the shared mailbox will display in your account list within the Outlook for Android or iOS app

Tip

To remove a shared mailbox, go to Settings > Accounts. Then tap on the shared mailbox and select Delete Account.

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Send Email from a Shared Mailbox

Windows / macOS
  1. Open Outlook
  2. Choose New Email to start a new message
  3. If you don’t see the From field at the top of your message, choose Options, and select the From tab
  1. Click From in the message, and change to the shared email address

Note

If you don’t see your shared email address displayed, choose “Other email address…” Enter the full email address for the shared mailbox in the blank or search for the email address by clicking “From” tab. Click “OK” when finished.

  1. Finish typing your message and then choose Send

Note

From now on when you want to send a message from your shared mailbox, the address will be available in your “From” drop down list.

Whenever you send a message from your shared mailbox, your recipients will only see the shared email address in the message.

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office365.fdu.edu / Outlook Web App
  1. Choose New Message
  2. Choose From and change to the desired shared email address

Note

If you don’t see your shared email address displayed, choose “Other email address…” Enter the full email address for the shared mailbox, then select the appropriate shared email address from the auto populated list when finished.

  1. Finish typing your message and then choose Send
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Software Compliance & Distribution Policy

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In accordance with FDU’s Acceptable Use Policy for Computer Usage, no employee shall copy or distribute software that violates copyright laws. All employees shall be aware that software and the accompanying documentation is generally owned by the manufacturer and the license only grants the user the right to use the software. Unlicensed software installations, also known as software piracy, are unacceptable at FDU.

The primary user of each computer shall take responsibility of keeping records of licenses for which software is installed. The University’s Computing Services Department shall also track licenses for software installed by the Computing Services Department though the purchase of high volume or site licenses. Users are advised that the software installed on University-owned computers may be audited internally (by the University) or externally (by software manufacturers or other anti-piracy software firms) at any time. Software found not to be in compliance with copyright laws will be removed and replaced with a licensed copy.

Computing Services will provide certain software that is commonly used by the majority of the University’s employees, including but not limited to word processing, spreadsheet, and anti-virus software. Some software manufacturers allow for non-concurrent use of a license on an office computer and an employee’s home computer. Computing Services will not provide non-concurrent licenses at off premise sites due to the inability to track these licenses.

In order to provide the best possible service and support, and to reduce the cost of software site licenses, Computing Services, in conjunction with the Center for Learning and Teaching with Technology, has standardized on Microsoft Office Professional and Symantec Endpoint Protection.

Popular Software Titles and Guidelines for Faculty and Staff to Obtain:

  • Microsoft Office for Windows or Macintosh: Available through standard deployment of leased or owned equipment or by request for any University-owned PC or Mac.
  • Microsoft Visual Studio: Installed in Labs. Available by request for staff and faculty machines.
  • Adobe Acrobat: Available by request for staff and faculty machines.
  • SAS: Installed in Labs. Available by request for staff, faculty and student machines.
  • SPSS (Base): Installed in Labs. Available by request for staff and faculty machines.
  • SPSS Advanced Modules: Available by request for staff and faculty machines.
  • Adobe Products: Faculty and staff may purchase Adobe products at level three pricing with the University’s CLP Membership No. 4400062846.
  • Symantec Endpoint Protection: Available through standard deployment of leased or owned equipment or by request for any University-owned PC or Mac.
  • Other products: Faculty and staff may obtain pricing and submit orders to Purchasing. If assistance is needed, contact Computing Services.

Software Quality Assurance and Compliance Policy for Network Server & Lab Installations

It is no longer possible for individuals to install software on staff or faculty desktops or lab computers. Laptops or Macintosh users have administrative rights and individuals can install additional licensed software to laptops.

Instructors wishing to have a software application installed in a lab for use by 20 or more people simultaneously must provide Computing Services the original installation media, installation guide, and the appropriate proof of license. Note that the licenses for some software may limit our ability to install it on the network. These materials must be provided a minimum of sixty days before the software is needed. Because it is impossible to predict how the software will interact with our network and other software already installed, we cannot guarantee that a program will work on our system.

For programs that will be used by less than 20 people, the instructor may install the application on up to 5 machines in a lab not normally used for classroom instruction, plus an “instructor’s machine” in one of the teaching labs. If fewer licenses are owned, then only that many licenses may be installed. The instructor will be told which machines to install the program on and will be given a password which can be used to disable the security on the machine for the duration of the installation procedure. Software installed in this way will only be available on those designated machines. Computing Services will make a reasonable attempt to keep these designated systems functioning with the additional software, but in the event that the machine needs to have it’s base configuration and software restored from backup, the instructor will be contacted and will need to reinstall the application.

In all cases, software must be owned or licensed by the University, even if the application is only to be used for demonstration purposes. No software owned by an individual will be installed on the systems.

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Software Request Guidelines for University Computers and Computer Labs

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Departments wishing to obtain software, whether it is for use by the department or to be installed in the FDU computer labs and/or FDU Anywhere, should plan appropriately to provide adequate time to acquire the software and make it available to users.

The following steps should be used as a guide when planning to obtain software for instructional or business use:

Tip

Plan a minimum of 3 weeks for a contract review before a PO can be processed. See contract review requirements and order process by visiting the link at the bottom of the page.

  1. Selection of product
  2. Creation of Purchase Order (PO) and approval by department/dean/chair
  3. Technology review and approval by OIRT
  4. New vendor processing, if necessary
  5. Contract review
  6. Software purchase and delivery to FDU
  7. Software preparation. Plan up to 60 days to allow for items such as:
    • Creating configurations for FDU’s needs and environment
    • Setting up license servers or other required systems
    • Integration with other systems (e.g., Single Sign On)
    • Testing mass deployment (if for the computer labs)
    • Integration with FDU Anywhere (if needed) assuming the software is licensed and approved for VDI enviroment
  8. Testing and confirmation of proper functionality by the requestor (instructor)
  9. Final installation on computers

Note

Even if the software has no cost to FDU, per the Office of the General Counsel and the Contract Review Policy, if the software requires you to agree to terms and conditions, it’s an agreement that must be reviewed

Please begin by completing the Computing Services > Lab Reservation & Lab Software Request (Faculty & Staff NJ Only)

SAMI Forms

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