Messaging and Collaboration Services

Engage365 / Email Documentation

Below is documentation as it relates to specific tasks when using Engage 365.  Simply locate the section you are interested in, and within that section will be information related to some of the more common tasks.  Should you be unable to locate the information needed, please let us know by opening an Easy Service ticket, and we will search for the information requested and provide it to you as quickly as possible.  As an alternative, you may also search for the information within your account, simply select the "?" icon located in the upper right corner, and enter the information you are searching for within the search bar.

To access and list the Apps that are available to your Engage 365 account, please view the information listed here.

Select the section, from the list below, that best represents the information for which you are searching.    

Accessing via a browser Accessing via a desktop client
Mobile devices Office 365 ProPlus download (MS Office)
Apps
SharePoint Office 365 Video
OneDrive Skype for Business
Delve OneNote
Project 2013 Planner
Forms OneNote Class Notebook

Accessing via a browser

Select here for general information on accessing Engage 365 via a browser.

Mail
change how mail is sorted copy mail to Engage 365 from a personal account
delegate an account access a delegated account
define start page upon sign in enable / disable light version
create a rule to redirect mail create a rule
set / change auto reply change theme / picture
add a folder delete a folder
recover deleted item list available apps
create a signature empty trash (manually and automatically)
flag mail as junk flag mail as not junk
send an attachment tasks
create and manage sweep rules change "reply all" button to "reply"
turn off clutter search mailbox
Calendar
share a calendar access a shared calendar
change access level create a calendar entry
Contacts
create a personal contact create a personal group
update / delete personal contact update / delete personal group
create a personal mail list  

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Accessing via a desktop client

Select here for general information on accessing Engage 365 via a client

Mail
Set up access for Outlook Windows Set up access for Outlook MAC
create a signature  permit pictures to download
sign into 2 or more accounts export mail
remove an existing profile import a data file
change sorting of mail add a new folder 
delete a folder flag mail as junk
purge trash  recover deleted items
search mailbox  
Calendar
share a calendar open a shared calendar
Contacts
sharing & accessing shared contacts share a contact folder

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Mobile devices

Please note: Microsoft is making some changes to the Office apps on iOS 7 devices. Beginning when Apple releases iOS 9, Microsoft will release updates to Microsoft Word, Excel, and PowerPoint that will only work on iOS 8 and above. Word, Excel, PowerPoint, and OneNote will no longer receive updates on iOS 7, but will continue to function with a degrading experience over time.  Microsoft recommends upgrading to iOS 8 or above.

Select here for general information on accessing Engage 365 via a mobile device.

Apple Devices (iPhone / iPad)
Email set up Download instructions for Outlook App for iPhone
Backup Wireless setup
Download instructions for Microsoft Office mobile products

For special instructions for adding HTML Rich signature on iPhone and iPad devices, please click here

Android
Email set up Download instructions for Outlook App
Backup Email set up (Samsung)
Outlook App Setup  
Download instructions for Microsoft Office products (phone)
Download instructions for Microsoft Office products (Tablet)
Blackberry
Engage 365 setup  
Windows
Engage 365 setup  
Wipe a mobile device from Engage 365

If the event arises where a mobile device, that was set up to access an Engage 365 account, needs to be remotely wiped, please follow the steps listed within this documentation: wipe a mobile device from Engage 365

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SharePoint

Please note: by default, versioning is enabled for SharePoint sites.  This includes the site layout, along with any documents that may be stored within the site.  When the site, or a document within the site, is updated, a copy of the site / document will be saved as it appeared before any changes were implemented.  This permits for the easy restoration of previous version of documents / site into the current version should the need arise.  For information concerning changing the setting related to versioning, or the restoration of previous versions please review the information listed below.

Select here for general information concerning SharePoint.

Managing versioning setting Quick Start Guide

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Office 365 Video

Select here for general information on Office 365 Video.

Uploading Videos

Videos are uploaded to specific channels, and multiple videos may be uploaded to a channel at the same time.  In order to load a video to a channel, the individual must have edit permission for that particular channel.  Office 365 Video comes with one pre-configured channel, which is named Community.  By default, everyone has edit and view permission to this channel. Follow this link for additional information on uploading videos.

Using Channels

Individuals may create and manage channels within their own account.  Channels can be created for particular subjects, projects or individuals and are simply a means to organize videos.  Access to these groups is created and managed by the individual on whose account they reside. Follow these links for additional information on creating and managing a channel in Office 365 Video  and managing your Office 365 Video portal.

Sharing Videos

To share a video with other individuals, they may be embedded within your SharePoint site, or a site you administer, or a link may be emailed to an individual.

To display a video that is stored within the Office 365 Video portal on a SharePoint site or other website by adding the embed code for that video to the page where you want the video to appear. Follow this link for additional information to embed an Office 365 Video on your site.

To send a link to a video in an email, select the video in Office 365 Video and then copy the URL from the browser address bar.

Other individuals will be able to see the video if they have permission to view the channel that the video is in.  For additional information about channel view permissions please review the information listed above under using channels.

Additional Information

What is Office 365 Video and information on completing basic tasks 

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OneDrive

By default, versioning is enabled for OneDrive. Versioning will automatically save a copy of a document that has been updated, as it was before any changes were made.  This process also permits the restoring of these pervious versions back to the current version.  Select the link below for additional information concerning changing these settings or restoring previous versions of a document.

Select here for general information concerning OneDrive.http://www.csuohio.edu/messaging-services/OneDrive

Managing versioning settings Share a document
Restrictions and limitations when syncing Manage your information
Video: Add documents to OneDrive for Business  

 

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Skype for Business

Select here for general information concerning Skype.

Directions for accessing Skype for Business for Windows

Directions for accessing Skype for Business for MAC

The following items will redirect you to pages supported and managed by Microsoft

Add a contact Send an IM
Make and receive calls Set up a meeting in Outlook
Start using IM and online meetings Share your desktop or program
Set up and test audio  

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Delve

What is Delve along with an overview of the various sections of the Delve page.  The following items will redirect you to pages supported and managed by Microsoft.

Find people and information Store documents where Delve can find them
Group and share documents How to use the content cards
View and edit your profile Make your content matter
Kind of information found  

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OneNote

For access to various videos, offered by Microsoft, on the use on OneNote, please select here.

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Project 2013

Select here for information from Microsoft concerning the use of Project 2013

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Planner

Select here for general information concerning Planner.

Follow these steps to get started using planner: 1) create a plan 2) add a task 3) assign dates 4) sort tasks 5) add people / team members 6 assign tasks to individuals.  The following items will redirect you to pages supported and managed by Microsoft.

Create a plan Add tasks
Assign Dates Sort tasks into buckets
Add people Assign tasks to people

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Forms

Select here for general information concerning Forms.

Follow these steps to create a form: 1) create a new survey/quiz, 2) adjust the settings, 3) share with others, 4) check the results.  The following items will redirect you to pages supported and managed by Microsoft.

Create a survey Create a quiz
Adjust settings Share
Check the results Change the theme
Copy a form Delete a form

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OneNote Class Notebook

Select here for general information concerning OneNote Class Notebook.

The following items will redirect you to pages supported and managed by Microsoft.

Online training for teachers Getting started for teachers
FAQ OneNote Class for Macs
Online training for students  

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