Tutorials

Tutorials

CrashPlan Tutorial

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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.

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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 PCC:\users\username\Documents\Personal Documents\
macOS/users/username/documents/Personal Documents/

Tip

If the Personal Documents folder does not exist in your Documents folder, you can manually create it and the folder will be automatically ignored by CrashPlan.

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 PCC:\users\UserName\
macOS/users/username/

Warning Warning

Any data not stored in the user profile will NOT be backed up by CrashPlan. It is highly encouraged to store university business data within your user profile.

How to Install on a Windows PC

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

Note

CrashPlan is being automatically deployed to all systems owned by Faileigh Dickinson University.

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

Note

It could take several minutes for the client to make the first connection and start the first backup.

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.

How to Install on macOS

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

Note

CrashPlan is being automatically deployed to all systems owned by Faileigh Dickinson University.

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

Note

It could take several minutes for the client to make the first connection and start the first backup.

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.

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.

Note

In order to proceed, CrashPlan must be installed prior to continuing, please refer back to the Install instructions for your operating system from the CrashPlan User Guide. A link is found at the bottom of this page.

Tip

A backup set is CrashPlan’s way of describing the backup configuration and what files are being backed up.

  1. Click on the CrashPlan app in the system tray (PC) or Menu bar (macOS) and then click “Setup Device
  1. If prompted, log in to the FDU NetID Portal and proceed through the FDU single sign-on process
  2. Click “Replace Existing
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  1. Click “Start” to continue with the replace existing device process
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  1. Select the device from the list you are replacing and click “Continue
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  1. Click “Select Files” on the following window
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  1. Select and Choose which files you wish to replace by placing a checkmark next to each. When finished, click “Restore Files
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  1. The next window will allow you to select how you wish to restore your files. Make your selections and click “Go
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  1. The next window will display download progress for the restore process. You can continue forward by clicking “Continue” at the bottom
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  1. The next window Downloads the Files to your device. When the transfer is completed, click “Next
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Tip

You can close this window and continue working or you can click transfer more files and repeat the steps for additional files. This will extend the time it needs to restore.

  1. Your Transfer is now complete, click “Finish
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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

  1. The Progress will be displayed like in the Figure below
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Note

Depending on your backup size, this could take anywhere from a few minutes to a few days. CrashPlan will continue to run and backup in the background. After the first successful backup, incremental backups will occur.

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.

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

  1. Left-click on the gear symbol and left-click on “Open CrashPlan….
  1. If prompted, log in to the FDU Single sign-on Portal and proceed through the FDU DUO Multifactor authentication procedures
  2. Click “Restore Files
  3. Select the device you wish to restore from
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Note

If you have more than one backup device, please select the device from where you want to restore the file from.

  1. You can select a date range from when you wish to restore from on the right-hand side
  2. Navigate to the folder(s) and/or file(s) you wish to restore and place a check next to each one
  3. Click “Restore Files
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  1. Select how CrashPlan will restore your files. Click “Go” when finished
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Note

Above are the recommended options for restoring files, this will help you find them more easily.

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

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.

Note

If you schedule multiple backup sets to run at specific times and the backup sets go to the same destination, ensure that these times do not overlap. This ensures good backup performance.

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

CrashPlan Icon

  1. Left-click on the gear symbol and left-click on “Open CrashPlan….
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  1. If prompted, log in to the FDU Single Sign-on Portal and proceed through the FDU DUO Multi-factor authentication procedures
  2. 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…
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  • The next window will be the Add Backup Set configuration window.
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Note

The “Add Set” button will be un-clickable until it is completely configured.

  1. Click “Rename” to label your backup set
  2. Changing Selected Files, click “Change”, and select the files and folders you wish to backup to a local destination
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  1. When finished click “Save
  2. Click “Change” to set your destination for your backup
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  1. Select your destination by clicking “Add Local Destination (usually an external hard drive) and click “Save
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  1. Click “Add Set” to finalize the setup and start backing up to a local location
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Your new back upset is finished and will begin backing up as configured.

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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:

CrashPlan Backup Alert Email Notification

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.

Tip

The Windows System Tray or notification area is usually located on the bottom right of the Windows taskbar, next to the displayed digital clock.

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

  1. Left-click “Run backup now

Note

The backup may take some time to complete. This depends on the length of time since CrashPlan’s last complete backup and the amount of new data needed to be backed up.

Getting Support

For additional support, contact the Fairleigh Dickinson University Technical Assistance Center (UTAC) to initiate a service request.

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FDU Anywhere Tutorial

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FDU provides remote access to many of the software applications typically found in university computer labs.
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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:

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

Note

The Cisco Scure Client VPN is required to access FDU Anywhere. FDU IT is working on removing this requirement and will send out a Tech Alert once this has been completed.

Tip

Your system hardware specifications may impact the performance of FDU Anywhere, such as systems with less than 8GB of memory.

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

Warning Warning

The use of any VPN Software within FDU Anywhere is not allowed. Using a VPN client in FDU Anywhere may interrupt your session and disable your access for approximately 15 minutes.

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

Note

Fairleigh Dickinson University is not affiliated with Netflix. The link was provided as an aid to help determine your bandwidth.

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

Tip

For the best overall experience using FDU Anywhere, Google Chrome is the browser of choice.

Note

The Cisco Scure Client VPN is required to access FDU Anywhere. FDU IT is working on removing this requirement and will send out a Tech Alert once this has been completed.

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

General Lab

Note

When you login to the General Lab experience, it may take about 60 seconds to get to the desktop. This is because your profile is being created or loaded.

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

Note

Depending on your screen resolution, your desktop experience view may differ from the picture above.

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. Single click the Windows “Start “Button
  2. Single click On your “Name
  3. Single click on “Sign Out
  1. On the upper left-hand side, click the “Hamburger” menu icon
  1. Single click on “Log Out
  1. Single click on “OK” to confirm Logout

You have now been logged out of FDU Anywhere.

Automatic Session Logout Policy

In order 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.

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 in order 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 from the system tray
  1. Single click the “Sign In” button
  1. Enter your FDU NetID and single click “Next“. Follow the FDU standard single sign-on prompts to complete the login process
  1. Once the login process is completed, you will be asked to register your device or single click “OK
  1. It will take a moment to register the application, it will automatically proceed to the next screen
  1. Single click on “Done
  1. You have now successfully logged into OneDrive, single click “Next
  1. Microsoft OneDrive may prompt you to backup your folders, make sure you toggle “Desktop” and single click “Start Backup

Note

Backup up folders will ensure your data is backed up to Microsoft OneDrive. Any data not stored in Microsoft OneDrive will be deleted once you log out of your session or have been disconnected.

  1. A brief overview will be given on OneDrive, to begin, single click “Next
  1. When the tutorial is finished, single click “Later
  1. 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.

Zipping Files

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

  1. Single click the file or folder

Note

For macOS users, you can use the “Two Finger” click method on the trackpad in order to initiate the right click. For additional information, please see the link below for “FDU Anywhere – Keyboard Shortcuts”.

  1. Right click on 7-zip then click “Add to Archive
  1. 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 is. 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 7-zip File Manager will appear. Click on “7-zip File Manager
  1. Click on “7-Zip File Manager
  2. Navigate to the location of your saved file/folder and click to highlight, then click the “Add” button at the top
  1. 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.

Note

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

Submitting Files to WebCampus

In order 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.

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

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“.

Note

FDU Anywhere only allows copying from your personal computer into the FDU Anywhere desktop.

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

Copy files from Windows OS Devices

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
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Copy Files from Apple OS Devices

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

Tip

You may find it easier to use CTRL + C when copying content to FDU Anywhere, so you don’t have to switch back and forth between COMMAND + CTRL.

  1. Move the cursor to the paste location in “FDU Anywhere
  2. Press “CTRL+V” to paste the text
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Note

The copy and paste functions DO NOT work across all applications and browsers, including the copying and pasting of images. This is a limitation inherent in browser clipboards. We recommend the Google Chrome web browser for optimal clipboard capabilities.

Getting Support

For additional support, open up a support request by clicking the link below:

SAMI Support

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

Note

You may need to contact your internet service provider for help with rebooting your router and/or to configure your wireless settings correctly.

Last Modified:

FDU Virtru Email Encryption Tutorial

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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.

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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.

Tip

Microsoft Office 365 is accessed by visiting office365.fdu.edu from any web browser.

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”.

Note

The Secure Reader is used when viewing encrypted emails from Microsoft Office on the web and any email client on mobile devices (AndroidOS and iOS)

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).

Installing Virtru onto a University PC

  1. Open the FDU Self Service Portal for Software application. Locate and left-click Virtru Email Encryption and then click “Install

For additional information on the FDU Self Service Portal for Software, please click the following link:

  1. A message box will appear notifying that Microsoft Outlook needs to be closed. Click “OK” and the installation will continue

Note

This window will only appear if the Microsoft Outlook Client is running.

  1. A message will appear when Virtru is finished installing. Click “OK” to finalize the process

Virtru is now ready to be activated.

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 “Laterif you do not wish to activate at this time

Note

Check “Don’t show me again” before you click “Activate” or “Later” to prevent a pop-up window from re-appearing to prompt activation of un-activated account(s) whenever you start Outlook.

  1. 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
  1. 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

Note

If you cannot activate your account(s) using “Sign in with Office 365”, choose to “Send me an activation email.”

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
  1. 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

Tip

Click “Take a tour” for a brief walkthrough of your new Virtru features.

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
  1. Choose “Authorize Accounts” or “Options
  1. If you select “Options,” go to the ‘Account Activation‘ menu tab, select your FDU email account, and click on “Activate Selected
  1. 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

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
  1. Click on the ‘Debug Commandsmenu tab option and select the “Reset Activations (clears registry only)” option
  1. Click “Yes” and then “OK” to confirm the changes
  1. From the ‘Virtrumenu tab, you can reauthorize by clicking on “Authorize Accounts

Virtru Walkthrough Video

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
  1. Open the ‘Message menu tab and left-click the “Virtru button” to turn “Virtru ON.” The button should turn blue and read “Virtru ON
  1. Add recipients, a subject, the body of the email, and any relevant attachments

Tip

Additional security options for the message, including Disable Forwarding, setting an Expiration Date, and applying Watermarking and/or Persistent File Protection (PFP) to attachments are available to select for your Virtru-encrypted email. More details on these additional features can be on the “FDU Virtru Email Encryption Tutorial” under “Additional Resources.”

  1. 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.

Note

The Personal Introduction only supports plain text and line breaks. Special formatting is not supported.

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:

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
  1. Open the Virtru-secured email in your inbox and left-click “Unlock Message.” A new tab will open
  1. When prompted, select your FDU email address

Tip

If you don’t see yours listed, left-click “Use another email address” and enter your email address.

Note

Please be sure to verify using the exact email address to which the secure message was sent. If the email was sent to an alias, group address, or distribution list address, you will need to select or enter that exact email address rather than your personal address.

  1. 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.”

Warning Warning

For emails sent to an alias, group address, or distribution list address, you will need to select the Or sign-in with a one-time verification link option. For group addresses and distribution list addresses, this action will send the verification email to all users on that group or distribution list.

  1. 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

Note

Both the “Unlock Message” and “View Message” links need to be opened in the same browser on the same device in order to confirm your identity.

Please also note, Virtru offers a “cookie-less” verification pathway if we detect that tracking or cookies and local storage have been disabled in the browser. In these cases, we send a verification code via email. This code, once received, simply needs to be pasted into the proper field in your browser in order to grant access.

  1. 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.

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
  1. 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
  1. Attachments can be added by clicking “Add Attachment.” These attachments will be sent securely as well
  1. 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

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
  1. 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 “Downloadbutton and then selecting “Print.” You may also choose to download it first, then open and print via a preferred program on your computer.

Note

Note that printing via your web browser’s File>Print option will not print the document as expected.

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:

Tip

We will refer to the “Virtru Dashboard” many times, as this dashboard is used to change settings after an encrypted email has been sent. It is suggested that you bookmark this site for easy access.

  1. 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
  1. 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
  1. 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
  1. When you log in to the Virtru Dashboard for the first time, you will see the message below. Left-click “OK, GOT IT!
  1. 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

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.

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.

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.

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.

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

Note

Although newer Microsoft Office file types are supported, older versions (.doc, .ppt, .xls) are not compatible. Additionally, these other common file types are NOT supported: .msg, .zip, .md.

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

Note

Although newer Microsoft Office file types are supported, older versions (.doc, .ppt, .xls) are not compatible. Additionally, these other common file types are NOT supported: .msg, .zip, .md.

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.

Note

Virtru can only revoke emails that were sent securely with Virtru. Any messages sent prior to having Virtru installed or messages sent unsecured after Virtru has been installed cannot be revoked.

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.

Note

Virtru can only revoke emails that were sent securely with Virtru. Any messages sent prior to having Virtru installed or messages sent unsecured after Virtru has been installed cannot be revoked.

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

Note

Please note that Persistent File Protection (PFP) Security Option is only available from the Virtru add-on to the Microsoft Outlook Desktop Application. It is not available when using Outlook on the Web (office365.fdu.edu) or 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 “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

Note

Although newer Microsoft Office file types are supported, older versions (.doc, .ppt, .xls) are not compatible. Additionally, these other common file types are NOT supported: .msg, .zip, .md.

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Microsoft Teams Tutorial

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

Index

Install and Launch Options

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

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

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

Windows – Portal Manager

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

Mac – FDU Self Help

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

Web – Access the Office Web Application

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

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

Starting a Conversation

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

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

Navigating the Chat Window

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

Tabs

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

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

Shortcuts

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

Managing Contacts

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

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

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

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

Sharing Your Screen

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

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

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

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

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

Requesting a Team

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

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

Note

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

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

Creating Channels

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

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

Note

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

Managing a Team

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

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

Manage Members Tab

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

Manage Request Tab

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

Manage Channels Tab

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

Manage Settings Tab

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

Manage Analytics Tab

  • The Analytics tab displays usage information for your team

Manage Apps Tab

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

Choosing a Team Type

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

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

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

Starting an Instant Meeting

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

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

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

Joining a Meeting

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

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

Scheduling a Meeting

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

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

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

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

Note

You can also add optional attendees by clicking +optional button

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

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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”.

index

Index

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
  1. Click on “Expand All” to if you’d like to see all the requirements for your degree
  1. Any action you have taken towards completing each requirement will be noted in the “Status” column
  1. 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
  1. Use the search bar to find the program you are interested in. Select the program and click “View Program
  1. If you no longer want to view this program, click the “X” to remove it

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

  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
  1. 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
  1. 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
  1. You can click on the arrows in the header row to change how the results are sorted

Note

Section notes and restrictions can be found in the “Section Information” column.

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

  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
  1. Go to the menus on the left and choose the “Academics” menu and expand the “Student Planning” menu. Click on “My Progress/Degree Audit
  1. Find the requirement you are looking to fulfill. Click on the “Search” button to find sections for every course that will meet this degree requirement

Note

If you know exactly which course you are interested in, then you can click directly on that course code to view its sections.

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

Tip

Make sure to choose the correct semester.

  1. 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
  1. Review the Section Details that pop up. If you still wish to add this section to your schedule, then click “Add Section
  1. To confirm the section appears on your schedule, navigate to the “Plan & Schedule” page
  1. To confirm the section appears on your schedule, navigate to the “Plan & Schedule” page

Tip

Sections can be removed by clicking on the “x” in the top right corner of the section.

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

Important Important

Planning a section does not guarantee you have a spot in that section.

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

  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
  1. 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
Scroll all the way down to the “I Agree” Button
  1. 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”
  1. 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
  1. 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
  1. 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
  1. Successful registrations will turn green and say “Registered
  1. 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
  1. If you need to drop a course during Priority Registration or Add/Drop, then click on “Drop” within the course tile

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

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

Important Important

These documents are unofficial and do not replace official signed and sealed transcripts. To order official transcripts you must go to www.getmytranscript.org.

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

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

  1. On the left-hand side of the page, you will find your menus. Click on menu called “Academics” and then click on “Graduation Overview
  1. Click “Apply” next to the program from which you wish to graduate
  1. 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 click “Submit

Important Important

Upon submitting the graduation application, students will be charged the appropriate fee in accordance with the degree they are seeking. Please do not apply more than once.

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

What is a course plan? A course plan is an example of the sequence of course work 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 need to take for your entire degree.

Note

Not every program has a course plan available.

  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 “My Progress/Degree Audit
  1. On the top right side of the page, click on “Load Sample Course Plan
  1. Select your first term from the drop-down menu and select your program using the first radio button
  1. Click on “Preview Plan” on the bottom of the window
  1. Review the sample course plan and click “Load
  1. Use the Timeline tab to view the courses that were loaded onto your plan. Make any adjustments, if needed

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

  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
  1. Go to the “Advising” tab. Here you will see the names of your advisors
  1. You can leave a message for your advisor by typing in the “Compose a Note” box and clicking “Save Note
  1. 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 email selfserviceadmin@fdu.edu.

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.

Note

Students have the option to place themselves on the waitlist to see if a seat becomes available in the course section. For a course that offers waitlisting as an option, plus-ins are no longer a standard practice; neither an advisor nor a professor can approve a plus-in for a class. All registration rules and restrictions apply to waitlisting, so you may not be able to place yourself on a waitlist if you are not eligible. If you encounter difficulties adding yourself to a waitlist due to restrictions, you should reach out to your Academic Advisor for assistance.

  1. Go to the “Academics” menu, click on “Student Planning,” and navigate to “Plan & Schedule
  1. Find the section that is full. If the waitlist is active, you will see a “Waitlist” button
  1. 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
  1. When a spot opens in the section, you will get a notification sent to your FDU email address

Note

You will only have until 11:59 PM EST on the day specified in the email to register for the section. If you do not register on time, the spot will be offered to the next person on the waitlist.

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

  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
  1. Click on the row of the course you wish to verify the enrollment
  1. 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
  1. Once you have completed verifying enrollment, you must click on “Submit Attendance
  1. Click on “Submit” in the pop-up window to complete the process

Important

Once you’ve submitted attendance, you cannot make any changes in Self-Service. If you need to make a change, you must contact Enrollment Services: Metro Campus – esteafdu@fdu.edu AND/OR Florham Campus esmadfdu@fdu.edu.

  1. On the 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

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

  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
  1. 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.

Note

You can search for any student, whether you are their advisor or not, by using the search bar.

  1. Click on the “View Details” button for the record of interest
  1. Click on the “Notifications” bar to expand it and view any holds on the student’s account
  1. 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”

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

  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
  1. 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
  1. 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
  1. Click “Apply Filter” when done entering values. Your results will appear to the right of your filter menu
  1. 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
  1. 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
  1. 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
  1. 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
  1. 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
  1. 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
  1. Click “Apply Filter” when done entering values. Your results will appear to the right of your filter menu
  1. 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
  1. 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
  1. 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
  1. 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

Note

Anytime you see the FY drop-down menu at the top of the page, you can change the FY you are viewing. Likewise, whenever you see the Export drop-down menu, you can download the information in your current view into a CSV file and open in Excel.

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

  1. Go to the “Daily Work” menu, click on “Faculty,” and then click on “Faculty Overview
  1. Select the course for which you need to enter midterm grades
  1. Within the “Grading” tab, select the “Midterm Progress Report” tab
  1. Use the drop-down menu to select the grade for each student

Note

The “Grade Required” column will indicate which students MUST be given a midterm grade.

Note

There is no Submit button for Midterm grading. Grades are automatically saved when selected from the drop-down. Midterm grades may be changed at anytime, if needed.

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

  1. Go to the “Daily Work” menu, click on “Faculty,” and then click on “Faculty Overview
  1. Select the course for which you need to enter final grades
  1. Within the “Grading” tab, select the “Final Grade” tab
  1. Use the drop-down menu to select the grade for each student

Note

A grade must be entered for every student in order to submit grades.

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

Note

You have a short window where you can change grades and resubmit in Self-Service. However, once grades have been verified in Colleague, you will no longer be able to make a change in Self-Service. You will then need to go through the Change of Grade process.

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

  1. Go to the Daily Work menu and click on “Departmental Oversight“. Within this menu, click on “Departmental Overview
  1. 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
  1. 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
  1. Once you’ve found the section or faculty member you searched for, click on “View Details
  1. To view the Enrollment Verification or Midterm/Final grades associated with a specific section, click on the section name
  1. Enrollment Verification can be found in the Roster tab and Midterm/Final grades can be found in the Grading tab

Note

You will not be able to submit grades on behalf of a faculty member. You can only view the grades that have been submitted.

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

  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
  1. 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

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

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. Click on the menu called “User Options” and then click on “View/Add Proxy Access
  1. 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
  1. You must fill in the personal information for the proxy
  1. You can pick and choose what access you want to give to this proxy
  1. You must agree to the Disclosure Agreement and click “Submit
  1. You will be prompted to enter your Single-Sign On password again and click “Submit
  1. If you added a new user, you might get the following pop-up message. If you do, click “Continue
  1. Now your proxy will be listed on the “View/Add Proxy Access” page

Note

Proxies will receive an email any time access is granted or revoked.

  1. If you want to change a proxy’s access at any time, simply click on the pencil next to their row
  1. Add or remove access by selecting the appropriate check boxes. You can also remove all access entirely by selecting the “Remove All Access” radio button. Click “Save” to submit your changes

Important Important

If you are giving a proxy access to “Make a Payment” you must also make them an authorized user in TouchNet.

  1. To give access to Make a Payment via an authorized user, click on “Payments/Payment Plans/1098-T” within the “Student Finance” menu
  1. Click on “Continue to the Payment Center” to navigate to TouchNet
  1. Click on “Authorized Users” to add your proxy as an authorized user to pay your bill. Follow the instructions to add the authorized user

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

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

Important

By completing the information on this page, you are authorizing administrators, staff, and faculty members of Fairleigh Dickinson University to release information pertaining to academic records, financial aid, student bill/account and disciplinary records to the contacts you have noted. This waiver remains in effect throughout your tenure as a student at the University. If you wish to cancel the permissions this waiver authorizes, you may do so by updating the details on this page. Please be advised that this waiver DOES NOT apply to services provided by Health and Counseling services. All records pertaining to medical care and psychological services remain confidential.

  1. 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
  1. You will now see this contact listed on the FDU FERPA Release page
  1. If you want to end the permissions of a contact, click on the row containing their name
  1. Fill in an expiration date to end their permissions on that date. Click “Save
  1. Repeat the steps above to add or change your contacts

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

  1. Go to the “User Options” menu and click on “FDU SIN Update
  1. Enter your SIN into the empty fields and click “Update
  1. You will know your submission is successful if you get a “SIN Updated” alert in the top right corner of the page

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

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