CrashPlan is a backup agent that will back up all data on a university device under the primary owner’s profile. The backup sets can be used for restoring data to a machine, whether it has been reformatted, replaced, or compromised. This document will outline the steps needed to install, activate, and restore data to a new or existing device.

Section – Basics

Part : About CrashPlan

About CrashPlan

CrashPlan Policy

CrashPlan is required on all University provided desktops and laptops to backup all University Business data to prevent data loss.

Who Can use CrashPlan?

CrashPlan is presently licensed for full-time faculty and full-time staff only. The University mandates CrashPlan for proper data security practices. If a user has personal data that they wish to exclude from being backed up, a folder labeled “Personal Documents” can be found and utilized in your “Documents” folder. This folder and its contents will be ignored by CrashPlan when your system is being backed up.

Personal Documents folder locations:

Windows PC	C:\users\username\Documents\Personal Documents\
macOS	/users/username/documents/Personal Documents/

Is My Data Secure?

CrashPlan uses AES-256 encryption is used when storing your backups and can only be accessed by the CrashPlan account owner and administrators.

What is Backed Up?

All data found in a user profile will be backed up by CrashPlan.

Location of User Profile:

Windows PC	C:\users\UserName\
macOS	/users/username/

Section – Installation

Part : How to Install on a Windows PC

How to Install on a Windows PC

To install CrashPlan on your Windows PC, please follow the instructions below.

Before Installing CrashPlan, you must be logged in as the owner of the machine using your NetID Credentials.

1. Open FDU Self Service Portal for Software on your University PC
2. Click on CrashPlan Backup and then click “Install” on the right-hand side

The entire process will take approximately 5-7 minutes, depending on your internet speed. Once CrashPlan is installed, your account is automatically provisioned in the CrashPlan system, and your backup will begin shortly.

Part : How to Install on macOS

How to Install on macOS

To install CrashPlan on your macOS device, please follow the instructions below.

1. Locate the FDU Self Service Portal in your applications folder or locating the icon on your dock
2. Locate CrashPlan Backup and click “Enroll”

3. After the package installs, you will be prompted to enter your FDU email address and then click “OK“

The entire process will take approximately 5-7 minutes, depending on your internet speed. Once CrashPlan is installed, your account is automatically provisioned in the CrashPlan system, and your backup will begin shortly.

Part : How to Replace or Add a Second Device

How to Replace or Add a Second Device

This process is used when someone will be assigned a second device and wishes to have it backed up or if the CrashPlan needs to be re-installed on the same device. Because an account already exists, it cannot be provisioned automatically. It must be manually setup either to replace an existing device or create a new backup set on the second computer.

1. Click on the CrashPlan app in the system tray (PC) or Menu bar (macOS) and then click “Setup Device”

2. If prompted, log in to the FDU NetID Portal and proceed through the FDU single sign-on process
3. Click “Replace Existing”

4. Click “Start” to continue with the replace existing device process

5. Select the device from the list you are replacing and click “Continue”

6. Click “Select Files” on the following window

7. Select and Choose which files you wish to replace by placing a checkmark next to each. When finished, click “Restore Files”

8. The next window will allow you to select how you wish to restore your files. Make your selections and click “Go”

9. The next window will display download progress for the restore process. You can continue forward by clicking “Continue” at the bottom

10. The next window Downloads the Files to your device. When the transfer is completed, click “Next”

11. Your Transfer is now complete, click “Finish“

Part : Verifying Backup Progress

Verifying a Backup Instructions

If you are unsure if you have CrashPlan installed and backing up your system, this quick guide will help give you some comfort.

1. Click on the CrashPlan icon from the system tray on Windows and the menu bar on macOS

CrashPlan Icon

2. The Progress will be displayed like in the Figure below

Section – Managing Backups

Part : How to Manage Backups

How to Manage Backups

CrashPlan allows you to manage your backup sets. If you want to review your backup set or request assistance, please contact the Fairleigh Dickinson University Technical Assistance Center (UTAC) to initiate a service request.

Part : How to Restore Files

How to Restore Files

Accidentally deleted or unable to find a file? CrashPlan can help. Please follow the following guidelines in restoring lost or previous versions of files.

1. Click the CrashPlan System Tray or macOS menu bar Icon

CrashPlan Icon

2. Left-click on the gear symbol and left-click on “Open CrashPlan….”

3. If prompted, log in to the FDU Single sign-on Portal and proceed through the FDU DUO Multifactor authentication procedures
4. Click “Restore Files”
5. Select the device you wish to restore from

6. You can select a date range from when you wish to restore from on the right-hand side
7. Navigate to the folder(s) and/or file(s) you wish to restore and place a check next to each one
8. Click “Restore Files”

9. Select how CrashPlan will restore your files. Click “Go” when finished

The time it takes to restore your files will depend on how much data is being restored, available system resources, and available bandwidth.

Part : How to Add Backup Sets

How to Add Backup Sets

Using CrashPlan you can create backup sets that will back up your data to additional devices utilizing a schedule. This is useful to have immediate access to critical files in the event of data loss.

This guide is only needed if you wish to have a local backup of your data.

1. Click the CrashPlan System Tray or macOS menu bar Icon

CrashPlan Icon

2. Left-click on the gear symbol and left-click on “Open CrashPlan….”

3. If prompted, log in to the FDU Single Sign-on Portal and proceed through the FDU DUO Multi-factor authentication procedures
4. From the CrashPlan console window, click the “Dropdown Arrow” symbol next to your device name to drop down a menu, then click “Add Backup Set…”

• The next window will be the Add Backup Set configuration window.

6. Click “Rename” to label your backup set
7. Changing Selected Files, click “Change”, and select the files and folders you wish to backup to a local destination

8. When finished click “Save“
9. Click “Change” to set your destination for your backup

10. Select your destination by clicking “Add Local Destination (usually an external hard drive) and click “Save“

11. Click “Add Set” to finalize the setup and start backing up to a local location

Your new back upset is finished and will begin backing up as configured.

Section – Troubleshooting

Part : Backup Alert Email Notifications

Backup Alert Email Notifications

CrashPlan will send users an email alert notifying of any incomplete backups of their devices.

• The CrashPlan email alert will be sent from CrashPlan for Enterprise <noreply@crashplan.com>
• The Subject line of the email will be labeled with: Critical: [Name of Device] not backed up

Backup Alert

You will receive an alert when your computer hasn’t backed up to CrashPlan for 5 calendar days. The email will look like the example below:

What to do if you get a backup alert

After receiving a CrashPlan backup alert email, you should locate the device the email specifies in need of backup. The CrashPlan device name will be listed in the Subject: line and Computer Name: line of the CrashPlan backup alert email. To locate the name of a CrashPlan device, left-click the CrashPlan “C” symbol icon in the Windows System Tray, also referred to as the notification area.

For macOS users left-click CrashPlan symbol icon on the macOS icon menu bar. The CrashPlan device name will be displayed in the console. Ensure the CrashPlan application displays the same name as the CrashPlan backup alert email you received.

CrashPlan Symbol Icon

CrashPlan Device Name

After locating the correct specified device stated in the CrashPlan backup alert email, force a backup of the device by performing the following:

1. Left-click the “CrashPlan” System Tray or macOS menu bar Icon

CrashPlan Icon

2. Left-click “Run backup now“

Part : Getting Support

Getting Support

Section – About

Part : What is FDU Anywhere?

What is FDU Anywhere?

FDU provides remote access to many software applications typically found in university computer labs. This new Virtual Desktop Infrastructure (VDI) gives users access to a Windows desktop environment along with many General Lab Software, without requiring downloading and installing programs on a user’s personal equipment. The service, called FDU Anywhere, is powered by University Systems and Networking (USAN) and can be found at anywhere.fdu.edu.

FDU Anywhere

Using FDU Anywhere is like walking into one of FDU’s computer labs. Upon logging in with your FDU NetID and password, you will have access to the virtual platform. To find a list of currently available software on FDU Anywhere, use the FDU Software Catalog. A listing of available Free and Open Source software can also be found by visiting the FDU Software Catalog.

The FDU Software Catalog provides an up-to-date catalog of software available to Faculty, Staff, and Students at the university:

Part : System & Network Requirements

System & Network Requirements

System Requirements

FDU Anywhere is a powerful resource with a lightweight footprint. In order to utilize FDU Anywhere, you must have the following:

• Any device with a browser that supports HTML 5 will work. HTML 5 is supported by almost all desktop and mobile browsers including Google Chrome, Apple Safari, Microsoft Edge, and Mozilla Firefox
• An internet connection
• FDU NetID credentials

Network Requirements

For the best experience, while using FDU Anywhere, your network should:

• Have a download speed of at least 5Mb/s or more
• If your download speed falls below 5Mb/s, the connection could become unstable and cause issues with your stream
• Have an upload speed of 5Mb/s or higher
• An upload speed of 5Mb/s is enough to use a basic mouse, keyboard, and controller. More bandwidth-heavy devices such as webcams, microphones, and external storage devices can use up to 100Mb/s
• Wired network connections are preferred over Wi-Fi network connections whenever possible
• Wired network connections are more stable and offer more bandwidth over Wi-Fi

For graphics-intensive applications, like Adobe Creative Cloud and Autodesk, we recommend using a wired network connection instead of Wi-Fi, ideally with a bandwidth of 5 Mbp/s.

Wi-Fi networks with 5Ghz rated wireless connections are preferred over 2.4Ghz wireless routers and provide better performance.

VPN Applications and Connections

Testing your Connection

Your experience with FDU Anywhere greatly depends on your internet connection. Testing your connection can help you identify and correct most issues.

To test your Internet connection speed, click the link below:

Internet Speed Test

Section – Basics

Part : Using FDU Anywhere

Using FDU Anywhere

FDU Anywhere is available to all students and accessible by following the instructions below:

Accessing FDU Anywhere

1. From any web browser, visit “anywhere.fdu.edu“

FDU Anywhere

2. Use your FDU Credentials (NetID and associated password) to complete the login to the FDU Anywhere

General Lab

2. The selected app or desktop opens in a new browser tab

Log Out of FDU Anywhere

Logging out is a critical step in making sure others continue to be able to easily access FDU Anywhere services. To log out of FDU Anywhere, follow these steps:

1. Click the Windows “Start” button
2. Click your “Name“
3. Click “Sign Out“

4. On the upper left-hand side, click the “Hamburger” menu icon

5. Click “Log Out“

6. Click “OK” to confirm Logout

Automatic Session Logout Policy

To help make FDU Anywhere as available as possible to all students, accounts that have been inactive (or idle) for 15 minutes will automatically be logged out.

Part : Accessing and Using OneDrive

Accessing and Using OneDrive

There are many ways in which you can access and save files within FDU Anywhere. Fairleigh Dickinson University highly recommends saving all files on your FDU Microsoft 365 OneDrive which is accessible within FDU Anywhere. There will be a first-time setup and initialization process required to use OneDrive within FDU Anywhere.

Setup and Initialization Process

Accessing your Microsoft 365 OneDrive account is done easily by following these instructions:

1. From the FDU Anywhere General Lab, single click on the “OneDrive” icon found on the Windows desktop

2. Enter your FDU NetID and click “Next”
   • Follow the FDU standard single sign-on prompts to complete the login process

3. You have successfully logged into OneDrive, click “Next“

4. Microsoft OneDrive may prompt you to backup your folders, click “Next” to skip this step

5. A brief overview will be given on OneDrive, to begin, click “Next“

6. When the tutorial is finished, click “Later“

7. OneDrive setup is complete and ready to use. Click the “X” to close the window or “Open My OneDrive Folder” to access files

Using OneDrive

Using Microsoft OneDrive within FDU Anywhere is very similar to accessing, saving, and opening files on a computer. Just open up File Explorer and look for OneDrive – Fairleigh Dickinson University.

Part : Working With Files

Working With Files

Zipping Files

if you need to zip files to submit them to Webcampus, please follow these instructions:

1. Click the file or folder

2. Click on 7-zip then click “Add to Archive“

3. Change Archive Format to “zip” like in the picture below, then click “OK” to zip your files

The zip archiving process could take some time depending on the size of the file. Once completed, the file will be in the same location as the folder. You can then email or upload your file to your professor.

Alternate Way to Zip Files

1. Click “Start” on the taskbar on the left-hand side
2. Type “7zip” and click on 7-zip File Manager that appears

3. Navigate to the location of your saved file/folder and click to highlight, then click the “Add” button at the top

5. Change “Archive Format” to “zip” and then click “OK” to zip your files

The file will now be zipped and you will find your file in the same folder as the project folder or file you wanted to zip.

Submitting Files to WebCampus

To successfully submit your coursework to WebCampus, it is best to use the Google Chrome, Mozilla Firefox, or Microsoft Edge web browser located on the desktop of FDU Anywhere.

To submit your coursework to Webcampus, you can log on from within FDU Anywhere. For more information on Webcampus visit:

Part : Keyboard Shortcuts

Keyboard Shortcuts

Sometimes you may want to copy and paste content from your own computer to an FDU Anywhere desktop or application. You can do this using the copy-and-paste menus or keyboard shortcuts, for example, “Ctrl+C” and “Ctrl+V“.

If you cannot copy and paste for any reason, we recommend using our FDU OneDrive service to access any files not found in FDU Anywhere.

Windows OS to FDU Anywhere

1. Highlight the text you want to copy from your computer
2. Press “CTRL+C” to copy the selected text
3. Move the cursor to the paste location in FDU Anywhere
4. Press “CTRL+V” to paste the text

Your macOS to FDU Anywhere

1. Highlight the text you want to copy from your computer
2. Press “COMMAND+C “to copy the selected text
3. macOS also supports “CTRL+C“

4. Move the cursor to the paste location in “FDU Anywhere“
5. Press “CTRL+V” to paste the text

Section – Support

Part : Getting Support

Getting Support

SAMI Support

Part : Network Optimization

Network Optimization

If you are experiencing issues while using FDU Anywhere, please use the following tips as guidelines to help improve your experience.

Power-cycle your Modem/Router

Power cycling your modem and router allows them to reset and re-establish a connection to your Internet Service Provider (ISP). Shut down your computer and unplug your modem/router. Plug them back in after 60 seconds and watch the lights on your modem/router. Once the lights are on and steady, start your computer.

Keep all your Local Components Up-to-date

Check that your modem/router and your local computer are totally up to date. This includes the operating system, driver, and browser updates.

Disconnect/Turn off any Devices that are not in use

Some devices could be using bandwidth while on standby. Gaming consoles, for example, might download and install updates. Turn off these devices to keep your bandwidth free.

Use an Ethernet Cable

Using a wired Ethernet connection will make your connection more stable and eliminate additional latency compared to a wireless connection.

Change your Wi-Fi Configuration

If a wired Ethernet connection is not possible or your device requires a wireless connection:

• Connect to a 5GHz wireless network. Some routers offer both 2.4GHz connections and 5GHz
• Place your devices (such as a computer or smartphone) and your router closer to each other

Virtru email encryption is a security enhancement to FDU’s Office 365 and Microsoft Outlook email environment, which provides Faculty and Staff the option of sending and receiving encrypted emails using their FDU email account.

Section – About

Part : About Virtru Email Encryption

What is Virtru Email Encryption

Virtru email encryption is a security enhancement to FDU’s Microsoft Office 365 and Microsoft Outlook email environment, which provides Faculty and Staff the option of sending and receiving encrypted emails using their FDU email account. Virtru for the Microsoft Outlook desktop email client is available for installation for approved FDU Faculty and Staff via the FDU Self Service Portal for Software on Windows 10 desktops and laptops owned by the University.

Virtru Email Client

The Virtru client provides a seamless experience when using the Microsoft Outlook desktop client. The Virtru Outlook plugin is only available on university laptops or desktops running Microsoft Windows.

Virtru for Office365

All Apple macOS users and users who access their FDU email through Office 365 can use Virtru email encryption to send sensitive information electronically.

What is Virtru Secure Reader?

Virtru’s Secure Reader is a platform that can be accessed within FDU’s Outlook on the Web (office365.fdu.edu) and right on your web browser by clicking the “Unlock Message” button in your Virtru secured email. From there, all you have to do is quickly validate you are an authorized recipient of that email or file. Once complete, you can read and reply to the secure email directly in your browser.

A secure message encrypted by Virtru will have a few key components, including a short unencrypted message from the sender, and a button that says “Unlock Message”.

Request Form

To obtain access to Virtru in order to send encrypted emails, you must fill out the request from below:

For additional support, please contact the Fairleigh Dickinson University Technical Assistance Center (UTAC).

Section – Installation and Activation

Part : Installing Virtru onto a University PC

Installing Virtru onto a University PC

Part : Activating Virtru on a University PC

Activating Virtru on a University PC

1. When you open Microsoft Outlook after the Virtru has been installed, you will be prompted to activate your Virtru plugin. Click “Activate“ to begin. You may choose “Later” if you do not wish to activate at this time

2. You will be presented with a list of FDU email accounts configured to use in Microsoft Outlook. If your Microsoft Outlook application is associated with multiple email accounts, click on only those you will need to use Virtru email encryption. Then click “Continue“

3. After selecting the proper accounts, you will have the choice of signing in with FDU’s email provider (Microsoft Office 365) or choosing to receive an activation email. Choose “Sign in with Office 365“

Activating Virtru through Office 365 Sign in

1. Enter your FDU NetID credentials when prompted and proceed through the FDU Single Sign-on webpage, including completing Duo Multi-Factor authentication. If you experience issues, choose to “Send me an activation email” and follow the directions given below in item

Activating Virtru through Activation Email

1. If you are unable to activate your account(s) using “Sign in with Office 365,” choose to “Send me an activation email.” The process will take a few moments to complete in the background

2. During this process, Virtru will send a unique email from noreply-activation@virtru.com to your mailbox. The Virtru plugin will search for this email in your inbox. When the activation email is found, Virtru will automatically delete the email from your email inbox, and the Virtru plugin will complete the activation

If your activation does not automatically complete in a few minutes, please contact the Fairleigh Dickinson University Technical Assistance Center (UTAC).

Activating from the Virtru Menu

If you have disabled automatic activations, you can still activate Virtru on your account(s) at any time.

1. Select the ‘Virtru‘ menu tab from the top bar of the main Microsoft Outlook window

2. Choose “Authorize Accounts” or “Options“

3. If you select “Options,” go to the ‘Account Activation‘ menu tab, select your FDU email account, and click on “Activate Selected“

4. You will then follow the activation process already illustrated above in “Activating Virtru through Office 365 Sign-on“ or “Activating Virtru through activation email” described above

Part : Re-enabling a Virtru Account

Re-enabling a Virtru Account

FDU Virtru users will occasionally be required to reactivate their Virtru add-in due to the following:

• You’ve cleared your registry
• Your Virtru activation status has expired. For security purposes, Virtru will invalidate your activation status every
  • 120 days for users accessing their own mailboxes
  • 10 days for users accessing shared or delegated mailboxes
• You are using Virtru on a new machine

You are automatically prompted when you need to re-activate. You can also proactively reactivate at any time via the ‘Virtru’ menu tab. This process was described above in “Activating from the Virtru Menu.”

Reset Activations

If you wish to fully deactivate all accounts in Microsoft Outlook, you can do so from the ‘Virtru’ menu tab:

1. Click on the ‘Virtru‘ menu tab at the top of your Microsoft Outlook window and select “Debug Log“

2. Click on the ‘Debug Commands‘ menu tab option and select the “Reset Activations (clears registry only)” option

3. Click “Yes” and then “OK” to confirm the changes

4. From the ‘Virtru‘ menu tab, you can reauthorize by clicking on “Authorize Accounts“

Part : Virtru Walkthrough Video

Virtru Walkthrough Video

Section – Virtru for Microsoft Outlook

Part : Send a Virtru-encrypted Email in Outlook

Send a Virtru-encrypted Email in Outlook

With Virtru, you can easily protect your emails by encrypting messages and attachments in a few simple clicks.

1. Left-click “New Email” from the main Outlook window

2. Open the ‘Message‘ menu tab and left-click the “Virtru button” to turn “Virtru ON.” The button should turn blue and read “Virtru ON”

3. Add recipients, a subject, the body of the email, and any relevant attachments

4. When your message is ready, click “Send.” You should see a brief animation letting you know that the message is “Encrypting” before it is fully sent

FDU Virtru-encrypted Email Introduction for Recipients

FDU includes a standardized introduction to inform the recipient that they are viewing a Virtru-encrypted email. Below is an example of what the recipient will see. If you have updated the introduction, it will be reflected accordingly

Personal Virtru-encrypted Email Introduction for Recipients

You can also set a one-time, unencrypted personal introduction for the message to either clarify the introduction of Virtru to the recipient or provide some context about the email. Left-click the “Personal Introduction” menu button in your email draft window.

Section – Virtru for Microsoft Office 365

Part : Send a Virtru-encrypted Email on Microsoft Office 365

Send a Virtru-encrypted Email on Microsoft Office 365

With Virtru, you can easily protect your emails by encrypting messages and attachments in a few simple clicks. To send Virtru encrypted emails from your Microsoft Office 365 email acount, simply prepend the subject line of your email as follows:

#secure#

Virtru-encrypted Email Recipient Experience

The recipient will receive an email that looks like this:

Part : Read a Virtru Encrypted Email on Microsoft Office 365

Read a Virtru Encrypted Email on Microsoft Office 365

In this article, we’ll show you how to quickly access and read your Virtru-secured message or attachment within Microsoft Office 365 using Virtru’s Secure Reader.

How to Access and Read your Message

1. Login to FDU’s Microsoft Office 365 web portal using any web browser. Enter your FDU NetID credentials

2. Open the Virtru-secured email in your inbox and left-click “Unlock Message.” A new tab will open

3. When prompted, select your FDU email address

4. Choose how you’d like to verify your identity
   • Microsoft Office 365 users can use their FDU NetID credentials to log into the Secure Reader using “Sign In with Microsoft.” If you choose this route, you can skip step #5 below.
   • Alternatively, users may choose “Or sign-in with a one-time verification link.”

5. If you selected “Or sign-in with a one-time verification link,” check your inbox for your verification email. It will come from verify+xxxxxxxx@virtru.com (with each “x” being a digit). Open the verification email and left-click “View Message” to open your message

6. Your message will open the Virtru Secure Reader in a new tab in the browser. You will also be able to view and access attachments at this time

For a variety of reasons, some recipients may occasionally receive an error message when trying to open a secure email or attachment. If you are having problems accessing your secure email and/or files, please contact the Fairleigh Dickinson University Technical Assistance Center (UTAC) for assistance.

Part : Reply to a Virtru Encrypted Email on Microsoft Office 365

Reply to a Virtru Encrypted Email on Microsoft Office 365

In this article, we’ll show you how to quickly reply to your Virtru-secured message or attachment within Microsoft Office 365 using Virtru’s Secure Reader.

How to Reply to a Secure Message

1. Login to FDU’s Microsoft Office 365 web portal using any web browser. Enter your FDU NetID credentials

2. After successfully opening the Virtru-secured message, to send a “Secure Reply,” scroll down the page below the main message, or click the icon in the top right with the arrow pointing to the left. You may also click on the arrow next to it to reveal additional options such as “Secure Reply All“

3. Attachments can be added by clicking “Add Attachment.” These attachments will be sent securely as well

4. When you are ready to send your email, hit the “Secure Send” button. Both you and all applicable recipients will receive a copy of your reply. Please note that your secure reply will be sent from secure-reply@virtru.com

Part : Viewing a Secure File or Attachment on Microsoft Office 365

Viewing a Secure File or Attachment on Microsoft Office 365

This article covers the different options you have for viewing and downloading secure attachments and files within Microsoft Office 365 using Virtru’s Secure Reader. Depending on the type of attachment you’ve received, you can view your file directly in the Virtru Secure Reader or download the file to your computer. The Virtru Secure Reader can preview various file types, including PDF, Word documents, most image files, and plain text files.

Viewing Directly in the Secure Reader

1. Login to FDU’s Microsoft Office 365 web portal using any web browser. Enter your FDU NetID credentials

2. If you’ve received an attachment in a Virtru secured email or an encrypted file that was shared directly with you, you can hover over the file name and choose “View” or “View Protected file” to view the attachment right in your web browser

Downloading Unsupported File Types

If you’ve received a file that cannot be previewed in the Virtru Secure Reader, you will be prompted to download that file directly. There will be no “View” option.

Printing Attachments in the Secure Reader

You can print a document from the Secure Reader by selecting the menu under the “Download “button and then selecting “Print.” You may also choose to download it first, then open and print via a preferred program on your computer.

Section – Additional Resources

Part : Using the Virtru Dashboard for Microsoft Office 365 Users

Using the Virtru Dashboard for Microsoft Office 365 Users

Users who access their FDU email through the Microsoft Office 365 web portal and all Apple macOS users will need to use the Virtru Dashboard to manage all of Virtru’s security options.

1. To use the Virtru Dashboard, click the link below:

2. Choose “Sign in with Office365“, and skip to Step 5. If you choose to request a one-time verification link, enter your FDU email address and click on “Submit“

3. If you request the one-time verification link, you will receive an email from Verify for Virtru, as shown below. If you are using different web browsers, such as Google Chrome or Mozilla Firefox, it will be reflected in the email message accordingly

4. Click “Verify me” and choose “Copy Link Location.” Open a new browser tab and paste the link location into the URL space. Hit the “Enter” or “Return” key on your keyboard

5. When you log in to the Virtru Dashboard for the first time, you will see the message below. Left-click “OK, GOT IT!“

6. You will now be able to view Virtru encrypted emails or files you have sent, as well as open the ‘Settings‘ menu tab to set behaviors for your Virtru account

Part : Manage Virtru’s Expiration Date Security Option in Outlook

Manage Virtru’s Expiration Date Security Option in Outlook

In addition to encrypting messages and files, Virtru users have the ability to apply additional security settings to protected content. Among these settings is the option to apply an “Expiration Date” to an encrypted email or file.

Typically, if a Virtru email recipient receives an encrypted message or file, they can indefinitely access that content. However, as the owner of that content, you can restrict access after a particular point in time. If a recipient tries to access the content after expiration, they will receive a prompt indicating their access is expired.

Part : Manage Virtru’s Expiration Date Security Option in the Virtual Dashboard

Manage Virtru’s Expiration Date Security Option in the Virtru Dashboard

In addition to encrypting messages and files, Virtru users have the ability to apply additional security settings to protected content. Among these settings is the option to apply an “Expiration Date” to an encrypted email or file.

Typically, if a Virtru email recipient receives an encrypted message or file, they can indefinitely access that content. However, as the owner of that content, you can restrict access after a particular point in time. If a recipient tries to access the content after expiration, they will receive a prompt indicating their access is expired.

Part : Manage Virtru’s Disable Forwarding Security Option in Outlook

Manage Virtru’s Disable Forwarding Security Option in Outlook

In addition to encrypting messages and attachments, Virtru users have the ability to apply additional security settings to protected content. Among these settings is the option to apply “Disable Forwarding” to a Virtru-encrypted email.

Typically, if a Virtru plugin for Microsoft Outlook user receives an encrypted message, they can use Virtru to forward the email to a new party. This will add the new recipient as an authorized user and allow them to unlock the message. “Disable Forwarding,” however, ensures that your recipients can access the encrypted content but will stop any additional users from gaining access to the message. If the original recipient passes the email to a new party, then the new user will not be added as an authorized user and will not be able to unlock the message.

Part : Manage Virtru’s Disable Forwarding Security Option in the Virtru Dashboard

Manage Virtru’s Disable Forwarding Security Option in the Virtru Dashboard

In addition to encrypting messages and attachments, Virtru users have the ability to apply additional security settings to protected content. Among these settings is the option to apply “Disable Forwarding” to an encrypted email.

Part : Manage Virtru’s Watermarking Security Option in Outlook

Manage Virtru’s Watermarking Security Option in Outlook

In addition to encrypting messages and attachments, Virtru users have the ability to apply additional security settings to protected content. Among these settings is the option to apply “Watermarking” to an encrypted file.

Typically, if a Virtru recipient receives an encrypted file, they can preview the file in the Virtru Secure Reader and download a decrypted copy locally. When “Watermarking” is applied to a secure file, recipients will only have access in the Secure Reader and will see their email address watermarked across the document.

The addition of the watermark is visible but transparent enough not to obscure the contents of the file when viewed. A recipient will not be able to download a local decrypted copy of the file.

This feature can be applied using the Virtru plugin for Microsoft Outlook or the Virtru Dashboard. It supports the following common file types:

• Microsoft Office documents: .docx, .pptx, .xlsx
• Common image file formats: .jpeg, .png
• PDF documents

Part : Manage Virtru’s Watermarking Security Option in the Virtru Dashboard

Mange Virtru’s Watermarking Security Option in the Virtru Dashboard

In addition to encrypting messages and attachments, Virtru users have the ability to apply additional security settings to protected content. Among these settings is the option to apply “Watermarking” to an encrypted file.

Typically, if a Virtru recipient receives an encrypted file, they can preview the file in the Virtru Secure Reader and download a decrypted copy locally. When “Watermarking” is applied to a secure file, recipients will only have access in the Secure Reader and will see their email address watermarked across the document.

The addition of the watermark is visible but transparent enough not to obscure the contents of the file when viewed. A recipient will not be able to download a local decrypted copy of the file.

This feature can be applied using the Virtru plugin for Microsoft Outlook or the Virtru Dashboard. It supports the following common file types:

• Microsoft Office documents: .docx, .pptx, .xlsx
• Common image file formats: .jpeg, .png
• PDF documents

Part : Revoke Virtru Encrypted Content in Outlook

Revoke Virtru Encrypted Content in Outlook

When a Virtru user sends encrypted content, they have full control over access to the message(s) and/or file(s). Even if a recipient receives encrypted content, the sender has the ability to revoke (or reauthorize) access at any time. Virtru even allows the sender to revoke access to specific recipients.

Part : Revoke Virtru Encrypted Content in the Virtru Dashboard

Revoke Virtru Encrypted Content in the Virtru Dashboard

When a Virtru user sends encrypted content, they have full control over access to the message(s) and/or file(s). Even if a recipient receives encrypted content, the sender has the ability to revoke (or reauthorize) access at any time. Virtru even allows the sender to revoke access to specific recipients.

Part : Using Virtru’s Persistent File Protection (PFP) Security Option

Using Virtru’s Persistent File Protection (PFP) Security Option

In addition to encrypting messages and attachments, Virtru users have the ability to apply additional security settings to protected content. Among these settings is the option to apply “Persistent File Protection (PFP)” to an encrypted file.

PFP provides a secure file container that is portable, universally accessible, and built on top of open standards. Regardless of where files are stored, PFP allows you to select, protect, and share a file with anyone while maintaining full visibility into how it is being used and retaining the ability to revoke access at any time. Any file protected with PFP will convert into the .tdf.html file format. This ensures that the contents are only accessible in Virtru’s Secure Reader, and only authorized parties can view it.

This feature can be applied using the Virtru plugin for Microsoft Outlook on Windows Operating Systems only. It supports the following common file types:

• Microsoft Office documents: .docx, .pptx, .xlsx
• Common image file formats: .jpeg, .png
• PDF documents

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.

Section – New Teams

Part : What’s New

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

• You may be presented with an option to Upgrade your device with 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.

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”

2. 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

3. 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.

Part : FAQ

FAQ

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”

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.

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.

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.

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

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

Section – Installation

Part : Install and Launch Options

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

3. Select the “Microsoft Teams” experience from the list and click “Install”

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

Section – Chat

Part : Starting a Conversation

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

2. 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

3. You will be brought to the chat window and can start your conversation

Part : Navigating the Chat Window

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.

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

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:

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

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

Part : Managing Contacts

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.

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

2. Enter a name for your group, and click “Create”

3. 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

4. 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.

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”

2. Type in the name of the new Category, search for an existing category, or select from the provided list

Part : Sharing Your Screen

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.

1. From the chat window or from an ongoing call, click on the “Screen Sharing / Share” icon

2. 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.

Section – Teams

Part : Requesting a Team

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

2. Click on the “Forms Tile for Faculty and Staff”

3. Scroll down to “Microsoft Team Request” and click on it to expand the information

4. Fill out all the fields and click on the “Submit” button

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

5. 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

6. 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

Part : Creating Channels

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

2. Click on the “More options” icon (•••) next to the team name and select “Add channel”

3. Give the channel a name, and a brief description as if would would like
   
4. Select your channel’s preferred level of privacy and press “Add”

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

4. 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”

5. 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

Part : Managing a 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.

• 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

• 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.

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

Section – Meetings

Part : Starting an Instant Meeting

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”

2. Give your meeting a name, select audio and video options, and press on “Join Now”

3. 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

Part : Joining a Meeting

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

2. 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

3. Select your video and microphone options, then left click “Join Now”

4. 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

5. When you are done with the meeting, close it by pressing the red telephone icon to “Hang up” the call

Part : Scheduling a Meeting

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”

2. From the “Details” tab, enter the following information about your meeting:

• Title
  
• Required Attendees

• 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

3. 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

4. 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

Section – Microsoft Flipgrid

Part : Microsoft Acquired Flipgrid

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

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.

Part : For Educators – Create a Flip video recording assignment

For Educators – Create a Flip video recording assignment

1. Click “Teams” and then click the classroom team

2. Click on “Assignments” channel and “Create” -> “New Assignment”

3. After creating the assignment name and description, click the “+New tab”

4. Select Flip video recording

5. Adjust video settings as desired

6. Click the middle record button to begin recording

7. Click the middle stop recording button to stop the recording

8. Click the “Review” tab to review your recording and confirm your video to be uploaded

9. When reviewing your recording, you may make trimming edits and music changes (if any). When finished, click “Next”

10. Name the Flip video recording and click “Upload”

11. Once the Video upload is complete, click “Done”

12. 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”

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

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

1. Click “Teams” and then click the classroom team

2. Click on the “Assignments” channel and click on the assignment

3. Click “+ New”

4. Select Flip vVideo rRecording

5. Adjust video settings as desired

6. Click the middle record button to begin recording

7. Click the middle stop recording button to stop the recording

8. Click the “Review” tab to review your recording and confirm your video to be uploaded

9. When reviewing your recording, you may make trimming edits and music changes (if any). When finished, click “Next”

10. Name the Flip video recording and click “Upload”

11. Once the Video upload is complete, click “Done”

12. Click “Turn in” after the video is uploaded to submit your Flip video recording to the assignment

Part : Viewing Comments and responding to comments in Flipgrid videos

Viewing Comments and responding to comments in Flipgrid videos

1. Open Microsoft Teams and navigate to the classroom team

2. Click on the “Assignments” channel

3. Click the “Completed” tab at the top of the Assignments window

4. Click on the submitted assignment

5. Click on the submitted Flip video recording and then click the Play button in the middle of the screen

6. When viewing the video, you will see options for comments, among other options

7. Click “Close” when finished

Part : Additional Features – Flipgrid Sharing Space

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

Section – Installation

Part : Install and Launch Options

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

3. 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

2. Launch FDU Self Service from the spotlight search results

3. 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

Section – Chat

Part : Starting a Conversation

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

2. 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

3. You will be brought to the chat window and can start your conversation

Part : Navigating the Chat Window

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

Part : Managing Contacts

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

2. Enter a name for your group, and click “Create“

3. 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

4. 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.

Part : Sharing Your Screen

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

2. 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.

Section – Teams

Part : Requesting a Team

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

2. Scroll down to Microsoft Team Request and click on it to expand the information

3. Fill out all the fields and click on the “Request Microsoft Team” button

4. 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
5. 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

6. 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

Part : Creating Channels

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

2. Click on the “More options” icon (3 dots) next to the team name and select “Add channel“

3. Give the channel a name. Optionally, you can write in a brief description as well
4. Select your channel’s preferred level of privacy and click “Add“

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

4. 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“

5. 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

Part : Managing a 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 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

Part : Choosing a Team Type

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

Section – Meetings

Part : Starting an Instant Meeting

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“

2. Give your meeting a name, select audio and video options, and click on “Join Now“

3. 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

Part : Joining a Meeting

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

2. Click “Join” button on the top of the page

3. Select your video and microphone options, then left click “Join Now“

4. 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.

5. When you are done with the meeting, close it by clicking the red telephone icon to “Hang up” the call

Part : Scheduling a Meeting

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

2. From the Details tab, enter the following information about your meeting:

• Title
• Required Attendees

• 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

3. 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

4. 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

Self-Service is an interactive web application that enables students, faculty, and staff to view their individual information contained in FDU’s student information system. Students can use Self-Service to do things like view their financial aid, pay their bills, and register for classes. Likewise, faculty will use Self-Service to verify enrollment and enter grades.

To navigate the Tutorial, scroll down to the Index. From there you can navigate to any portion of the Tutorial by clicking on any “Part”.

Section – Academics

Part : View Your Degree Audit

What is Degree Audit? Degree Audit is an online version of your check sheet, which allows you to track your academic requirements. On Degree Audit you can see what degree requirements you’ve completed, which are in progress, and which courses you have left to complete your degree.

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and then click on “Student Planning.” Navigate to “My Progress/Degree Audit”

2. Click on “Expand All” if you’d like to see all the requirements for your degree 

3. Any action you have taken towards completing each requirement will be noted in the “Status” column

4. If you would like to see what it would look like if you switched to a different program, then click on “View a New Program” at the top of your Degree Audit

5. Use the search bar to find the program you are interested in. Select the program and click “View Program

6. If you no longer want to view this program, click the “X” to remove it

Part : Search the Course Catalog

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and navigate to the “Course Catalog”

2. Fill in as many fields as you’d like for your course search. It is suggested that you at least select a term and a subject. Click the blue “Search” button to get your results

3. You can narrow down your results further using the filters on the left-hand side
   
   • Click on the “Hide” button to hide the filter menu and allow the results to fill your screen

4. You can click on the arrows in the header row to change how the results are sorted

Part : Plan Your Schedule

1. You can search for courses by using the Course Catalog or your Degree Audit page. In this article, we will use the Degree Audit page method

2. Go to the menu on the left, select “Academics” from the options, and expand the “Student Planning” from the dropdown. Press “My Progress/Degree Audit” 

3. Find the requirements you are looking to fulfill. Press on the “Search” button to find sections for every course that will meet this degree requirement

4. Narrow down your results using the filters on the left-hand side.

5. Within the results, click on the grey bar that says “View Available Sections” for the course you’d like to add to your schedule. Find a section that fits on your schedule and click “Add Section to Schedule”

6. Review the Section Details that pop up. If you still wish to add this section to your schedule, then click “Add Section”

7. To confirm the section appears on your schedule, navigate to the “Plan & Schedule” page

8. To confirm the section appears on your schedule, navigate to the “Plan & Schedule” page

9. Repeat this process to add more courses to your schedule in preparation for priority registration

Part : Register for Classes

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and then click on “Student Planning.” Navigate to “Plan & Schedule

2. The first time you come to this page for a given semester, you will be presented with the FDU Terms and Conditions Student Registration Contract. Scroll down to agree. You only need to do this once per term

3. Your planned courses will appear on the Plan & Schedule page and will be color-coded in yellow. If you have not planned your courses, please review how to in Section 1 – Part 3 “How to Plan Your Schedule Using Self-Service”

4. If you have any holds, then they will appear in the top right corner of the page. You will need to resolve your holds before you can register for classes

5. You will need to be mindful of your priority registration date. You will find a banner above your planned schedule informing you of the date and time you can register for classes

6. Once all holds have been resolved and your priority registration date/time has arrived, you can register for all your courses by clicking on “Register For All Planned Courses.” If you would like to register for each course one at a time, then click on “Register” within each course tile

7. Successful registrations will turn green and say “Registered”

8. If you are ineligible for any of your planned sections, then the course will remain yellow and planned. You will get an alert in the top right corner explaining why you were unable to register for that section
   • Click “x” on the section to remove it from your schedule

9. If you need to drop a course during Priority Registration or Add/Drop, then click on “Drop” within the course tile

Part : Download Your Unofficial Transcript

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and click on the “Unofficial Transcript” button

2. Select the transcript you wish to download by clicking on its text

3. After clicking on the transcript text, a pdf document will download. Open this document to view your unofficial transcript.

Part : Apply for Graduation

1. On the left-hand side of the page, you will find your menus. Select “Academics” from the side menu and then select “Graduation Overview”

2. Press “Apply” next to the program from which you wish to graduate

3. Select your “Graduation Term” and type in your “Preferred Name on Diploma.” Select the address you would like your diploma sent to. Once these fields are filled in, you must confirm everything is correct and press “Submit”

Part : Load a Sample Course Plan

What is a course plan? A course plan is an example of the sequence of coursework you need to complete for your selected program. This will load courses onto your plan for current and future semesters. This will allow you to map out the courses you must take for your degree. 

1. On the left-hand side of the page, navigate to “Academics.” Within the “Student Planning” dropdown menu, press “My Progress/Degree Audit”

2. On the top right side of the page, press “Load Sample Course Plan”

3. Select your first term from the drop-down menu and select your program using the first radio button

4. Press on “Preview Plan” at the bottom of the window

5. Review the sample course plan and press “Load”

6. Use the Timeline tab to view the courses that were loaded onto your plan. Make any adjustments, if needed

Part : Submit Your Schedule for Review

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics.” Within the “Student Planning” menu, click on “Plan & Schedule”

2. Go to the “Advising” tab. Here you will see the names of your advisors

3. You can leave a message for your advisor by typing in the “Compose a Note” box and clicking “Save Note“

4. Click “Request Review” to have your advisor notified that your schedule is ready to be reviewed and approved

---

If you have any questions or need assistance,
please open a SAMI Support ticket, email selfserviceadmin@fdu.edu, or call (973)-443-8822.

Part : Join a Waitlist

If a class you have planned is full and has a waitlist enabled, then follow these steps to join the waitlist. Please note that there is no guarantee that you will get a spot in the course section.

1. Go to the “Academics” menu, click on “Student Planning,” and navigate to “Plan & Schedule“

2. Find the section that is full. If the waitlist is active, you will see a “Waitlist” button

3. Once you’ve joined the waitlist, the number of waitlisted students will increase by one and you will have the option to drop off the waitlist

4. When a spot opens in the section, you will get a notification sent to your FDU email address

5. There will now be a “Register” button on the section within the Plan & Schedule page. Click on it to register for the waitlisted course

Section – Daily Work

Part : Verify Enrollment

1. On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Faculty” submenu. Within this submenu, click on “Faculty Overview”

2. Click on the row of the course you wish to verify the enrollment

3. Within the “Roster” tab, you will see the list of students currently enrolled in the course. Use the radio buttons to select whether the student has “Attended” or “Never Attended”

4. Once you have completed verifying enrollment, you must click on “Submit Attendance“

5. Click on “Submit” in the pop-up window to complete the process

6. After you’ve submitted the enrollment verification, you will see a green notification at the top of the page letting you know you were successful

Part : Advise a Student

1. On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Advising” submenu. Within this submenu, click on “Advising Overview“

2. Find the student you wish to advise using the prepopulated table of assigned advisees or by searching for their name or ID number in the search bar.

3. Click on the “View Details” button for the record of interest

4. Click on the “Notifications” bar to expand it and view any holds on the student’s account

5. Underneath the “Notifications” bar, you will find all the tabs you can use to gain a well-rounded view of the student’s academic progress

• Click on “Course Plan” to view the courses the student has registered for or is planning to register for

• Click on “Progress/Degree Audit” to view the student’s Degree Audit. Within this tab, you can click on “View a New Program” to see what it would look like if this student switched programs

• Click on “Test Scores” to see any official test scores that have been submitted to FDU and recorded in Colleague

• Click on “Grades” to view the student’s midterm and final grades broken down by semester

• Click on “Remove Hold” to remove the web registration hold from the student’s account. You will need to select the hold you wish to remove and click on “Remove Selected”

Part : View Budgets

1. On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Financial Management” sub-menu. Within this sub-menu, click on “Budget”

2. On the “Budget to Actuals” page, there will be options to filter your reports. By clicking on any of the arrows, you can expand or collapse the filter options. Once expanded, a field will appear where you can type the criteria you would like to search for. Additionally, you can change the Fiscal Year using the drop-down menu at the top of the page

3. Using “Identifier” as an example, you can type in your value(s) in the following ways. Hit “Enter” after each value to include in the search
   
   • Type in the individual identifier, ex: 067110
     
   • Type in the range of identifiers, ex: 067110-067115
     
   • Type in the identifiers separated by commas, ex: 067110, 067111, 067115

4. Click “Apply Filter” when done entering values. Your results will appear to the right of your filter menu

5. If you need to change your filters:
   
   • Open up the filter options by clicking on the blue “Filter” button
     
   • You can add more values by typing them into the field, hitting “Enter”, and applying the filter again
     
   • You can remove individual values by clicking on the “X” next to the value
     
   • You can start over completely by clicking “Reset Filter”

6. If you are satisfied with your filter options and would like to detail in on a specific budget, then click anywhere on the budget you would like to view

7. Click anywhere within a row to view more details. The “Financial Health” column will display a yellow alert symbol if the budget is over 85% spent

8. Continue to click on rows or documents to view more details. Download any page with an “Export” icon if you need to view it in Excel. You can click Back in your browser to go back a page

1. On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Financial Management” sub-menu. Within this sub-menu, click on “Budget”

2. On the “Budget to Actuals” page, there will be options to filter your reports. By clicking on any of the arrows, you can expand or collapse the filter options. Once expanded, a field will appear where you can type the criteria you would like to search for. Additionally, you can change the Fiscal Year using the drop-down menu at the top of the page

3. Using “Identifier” as an example, you can type in your value(s) in the following ways. Hit “Enter” after each value to include in the search
   • Type in the individual identifier, ex: 067110
     
   • Type in the range of identifiers, ex: 067110-067115
     
   • Type in the identifiers separated by commas, ex: 067110, 067111, 067115

4. Click “Apply Filter” when done entering values. Your results will appear to the right of your filter menu

5. If you need to change your filters:
   • Open up the filter options by clicking on the blue “Filter” button
     
   • You can add more values by typing them into the field, hitting “Enter”, and applying the filter again
     
   • You can remove individual values by clicking on the “X” next to the value
     
   • You can start over completely by clicking “Reset Filter”

6. If you are satisfied with your filter options and would like to detail in on a specific budget, then click anywhere on the budget you would like to view

7. Click anywhere within a row to view more details. The “Financial Health” column will display a yellow alert symbol if the budget is over 85% spent

8. Continue to click on rows or documents to view more details. Download any page with an “Export” icon if you need to view it in Excel. You can click Back in your browser to go back a page

Part : Enter Midterm Grades

1. Go to the “Daily Work” menu, click on “Faculty,” and then click on “Faculty Overview“

2. Select the course for which you need to enter midterm grades

3. Within the “Grading” tab, select the “Midterm Progress Report” tab

4. Use the drop-down menu to select the grade for each student

Part : Enter Final Grades

1. Go to the “Daily Work” menu, click on “Faculty,” and then click on “Faculty Overview“

2. Select the course for which you need to enter final grades

3. Within the “Grading” tab, select the “Final Grade” tab

4. Use the drop-down menu to select the grade for each student

5. Once all grades have been entered, you must click the “Submit Grades” button to save and submit your work

Part : Departmental Oversight

1. Go to the Daily Work menu and click on “Departmental Oversight“. Within this menu, click on “Departmental Overview“

2. To search for a section by course code, click on the “Section“ radio button. Type in the section information using the following valid formats only:
   • Subject Code Only – Ex: PSYC
   • Catalog Number – Ex: PSYC_1201
   • Specific Section – Ex: PSYCH_1201_31

3. To search for all the sections being taught by a specific faculty member, click on the “Faculty” radio button. Type in the faculty member’s name using the following valid formats only:
   • First Name Last Name – Ex: Bob Smith
   • Last Name, First Name – Ex: Smith, Bob

4. Once you’ve found the section or faculty member you searched for, click on “View Details“

5. To view the Enrollment Verification or Midterm/Final grades associated with a specific section, click on the section name

6. Enrollment Verification can be found in the Roster tab and Midterm/Final grades can be found in the Grading tab

Section – User Options

Part : Set up Your FDU Alert

1. On the left-hand side of the page, you will find your menus. Click on the menu called “User Options” and then click on “FDU Alert”

2. Fill in the alert information presented on the page. If information already exists in these fields, make sure the information is up to date. Click “Submit” when finished

Part : View or Add a Proxy

What is a Proxy? A Proxy is a person to whom you grant permission to sign into your Self-Service account to access selected student records.

1. On the left-hand side of the page, you will find your menus. Press on the menu called “User Options” and then press on “View/Add Proxy Access” 

2. Use the drop-down to add a proxy. If you see the person’s name, select them from the list and confirm their information. If you do not see their name, click on “Add Another User”

3. You must fill in the personal information for the proxy

4. You can pick and choose what access you want to give to this proxy

5. You must agree to the Disclosure Agreement and press “Submit” 

6. You will be prompted to enter your Single-Sign-On password again and press “Submit” 

7. If you add a new user, you might get the following pop-up message. If you do, press “Continue“

8. Now your proxy will be listed on the “View/Add Proxy Access” page

9. If you want to change a proxy’s access at any time, simply click on the pencil next to their row

10. Add or remove access by selecting the appropriate checkboxes. You can also remove all access entirely by selecting the “Remove All Access” radio button. Click “Save” to submit your changes

11. To give access to Make a Payment via an authorized user, click on “Payments/Payment Plans/1098-T” within the “Student Finance” menu

12. Click on “Continue to the Payment Center” to navigate to TouchNet

13. Click on “Authorized Users” to add your proxy as an authorized user to pay your bill. Follow the instructions to add the authorized user

Part : View or Update Your FDU FERPA Release

1. On the left-hand side of the page, you will find your menus. Click on the menu called “User Options” and then click on “FDU FERPA Release”

2. Click on “Add a Contact” to add a new contact, a person to whom you want to grant access to your information

3. Adding a contact: Fill in the contact’s name, relationship, and the start date (the date that this will become effective). The expiration date is optional and can be changed at any point. Click “Save”

4. You will now see this contact listed on the FDU FERPA Release page

5. If you want to end the permissions of a contact, press on the row containing their name

6. Fill in an expiration date to end their permissions on that date. Press “Save”

7. Repeat the steps above to add or change your contacts

Part : Submit Your SIN

1. Go to the “User Options” menu and click on “FDU SIN Update“

2. Enter your SIN into the empty fields and click “Update“

3. You will know your submission is successful if you get a “SIN Updated” alert in the top right corner of the page

Part : Add or Update Your Phone Numbers

The phone numbers the University has on file to communicate with you are displayed in your User Profile in Self-Service. If the information is incorrect in any way, you can update your contact data using the steps below.

1. Go to the “User Options” menu and press on “User Profile”

2. Scroll down to the “Phone Numbers” section

3. If any of the phone numbers listed are no longer yours, you can press the “X” icon in the Remove or Edit column to delete them. Press “Accept” to confirm the deletion

4. If any of the numbers listed need to be corrected or updated, press the “Pencil” icon. Change the information that appears in the pop-up window and press “Update Phone”

5. If you need to add a new phone number to your record, press “+ Add New Phone”. In the pop-up window, fill in the number, and extension (if applicable), type, and select if you allow this number to be texted. Then press “Add Phone”

Section – Training Videos

Part : For Faculty and Staff

Part : For Students

Part : Student Planning Training for Advisors

Part : Student Planning Training for Students