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public:ms365:board_onboarding [2023/03/20 21:31] jonathan.schatz [What to do if you have issues] |
public:ms365:board_onboarding [2024/05/09 05:04] |
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- | ====== Co-op Board MS365 Onboarding ====== | ||
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- | ===== Background ===== | ||
- | In January 2023 the Co-op began migrating to MS365 for much of its " | ||
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- | Going forward all of these will be phased-out in favour of this new MS365 environment. The instructions below describe what will happen to get you started in this new environment. | ||
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- | ===== What to Expect ===== | ||
- | You will get an email invitation sent to the email address you regularly use in correspondence with the board/Co-op executive director. This invitation will be to join the BC Libraries Cooperative MS365 instance from one of the following trusted Administrator accounts: " | ||
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- | Your own institution may well already use MS365. If so, you might have slightly different steps to access theplatform, | ||
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- | ==== For those whose email already associated with MS account ==== | ||
- | If your email address is already associated with MS365 (either because your institution licenses it or maybe because you used that email in the past with another Microsoft product like Skype), click the invite email link and log-in with that existing account. You will be redirected to Co-op' | ||
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- | {{ : | ||
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- | Upon accepting the terms, the browser to cycle a few times as it bounces around within MS365, eventually bringing a pop-up asking if you want to open Teams. | ||
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- | Go to [[public: | ||
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- | ==== For those who don't currently use MS365 (and also haven' | ||
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- | If your email address is **not** associated with MS365 via your institution nor used in conjunction with any other MS product, there is a slightly different workflow to access the board team site. | ||
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- | When you click on the link in the invite email you receive you will be taken to a page that asks you to generate a one time codee to login. This will result in a second email being sent containing a 6 digit code which you will then enter the Board teams site. | ||
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- | After you enter the code, expect the browser to cycle a few times as it bounces around within MS365, eventually bringing a pop-up asking if you want to open the Teams desktop client. | ||
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- | See next heading. | ||
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- | ==== Teams Client or Web ==== | ||
- | If you already have Teams client installed, it will be launched. However it might be less confusing if you say no and then choose to open the web version of Teams. This should open Teams, but at first you may get an error message that you don't have access to a channel. **//Ignore that//** and check again, the Board team as well as the sub channels General, Finance and Governance should be there. | ||
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- | By going into those channels, you should see a " | ||
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- | ===== Other Initial Affordances of MS365 ===== | ||
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- | As the board starts to explore working together in this environment they will find new ways of collaborating, | ||
- | * board@bc.libraries.coop | ||
- | * board-governance@bc.libraries.coop | ||
- | * board-finance@bc.libraries.coop | ||
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- | Long term, your access will likely be direct to specific documents via emailed links, however if you ever need to come back to the main Board Teams site, go to [[https:// | ||
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- | ===== What to do if you have issues ===== | ||
- | In the event that you have any difficulties logging in to the Microsoft environment or the Teams site specifically, |