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

Home drives and departmental shared drives come with a limited capacity of data storage, known as a quota. When a drive reaches 85% of that quota, both the departmental shared drive manager as well as the user uploading the content that puts a drive over that threshold will receive a message from psadmin@fdu.edu as seen below.

By informing the share manager and providing the name of the share affected, the share manager has an opportunity to respond to the notification prior to any disruptions to day-to-day workflows.

Upon receiving this email, the share owner should:

1. Review and confirm that all uploaded content is required for current business purposes
2. Review and consolidate any duplicated items
3. Remove any documents, files, or pictures no longer needed

These measures will resolve most shared drive quota issues. If the shared drive is still nearing its storage quota, please fill out the Home/Department Share Management Form using the link below:

Home/Department Share Management Form

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 will Discontinue the use of the classic team’s app in July of 2024.

This tutorial will outline how to upgrade to the New Teams and the commonly access changes.

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 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 toggle will present itself if the above processes have already been performed and are on 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 labelled 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, 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.

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 please 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 – 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 will Discontinue the use of the classic team’s app in July of 2024.

This tutorial will outline how to upgrade to the New Teams and the commonly access changes.

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 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 toggle will present itself if the above processes have already been performed and are on 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 labelled 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, 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.

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 please 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

What’s SFTP and SCP?

Secure File Transfer Protocol (SFTP) is a file protocol for transferring large files over the web. It builds on the File Transfer Protocol (FTP) and includes Secure Shell (SSH) security components. This term is also known as Secure Shell (SSH) File Transfer Protocol. Secure copy protocol (SCP) is another method to securely transfer files between a your local PC and a remote host or between two remote hosts. It is also based on the Secure Shell (SSH) protocol.

Linux / Mac

If you are running a Linux or Mac computer, SFTP and SCP clients are already installed, so you don’t need to download anything using those OS. You can open up a terminal window and run the either command like below to connect to a remote Linux server.

sftp username@opus.fdu.edu

or

scp filename username@132.238.2.116:

Windows

Option 1: Use WinSCP (Recommended)

You will need to download and install WinSCP:

Download WinSCP

1. Launch the WinSCP program
   
2. In the login window, click “New Site“
   

3. Fill out the information as follows:
   • Host name: Enter opus.fdu.edu
   • User name: (username on FDU Linux servers will be the part of your FDU NetID to the left of the @ sign)
     
4. Click “Advanced…”
   • Select “Environment > SFTP” and enable “Allow SCP fallback“
     

5. Click “OK“
   
6. Click “Save“, enter a name for the connection, and click “OK“
   
7. In the WinSCP login window, select the connection name and click “Login“

Option 2:

Install Putty, which also includes PSCP (SCP for Windows) and SFTP (SFTP for Windows):

Download Putty

​Please select the latest version of MSI (‘Windows Installer’) for your computer (32-bit or 64-bit)

Optionally you may choose to download only “pscp.exe“(SCP for Windows) or “psftp.exe” (SFTP for Windows) and copy into the folder where you need to use it.

Once you have installed your program of choice, you’ll be able to launch each command from the Command Line of Windows.

pscp -P 22 filename username@opus.fdu.edu:

psftp username@opus.fdu.edu