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= Onboarding =

This procedure will guide you through the account setup on M365. I try to be as specific as possible, but since M365 is software as a service, they can change things at any time. If something here isn't working as expected, please let Kev know and they will fix the documentation.

You will receive an email with your login information to be used here.

For now, these instructions are accurate for logins from both Windows and non-Windows browsers (as Microsoft sometimes leverages non-standard functionality in Windows browsers that can cause changes to the process). There are a couple of extra dialogue boxes presented at the end of the process on Windows, but those just require "OK/Next" responses.

The Outlook.com main page, logged out state; "Sign in" is near the top-right corner of the screen, to the right of a "Try premium" button.

First, navigate to https://outlook.com/ and click "Sign in".

The sign-in dialogue, highlighting joan.mastodon@bc.libraries.coop as the entered username.

Your username is your full email address. For BC Libraries Co-operative emails, the format is firstname.lastname@bc.libraries.coop. For NNELS, it's firstname.lastname@nnels.ca. If you formerly had a different format of email (firstname@nnels.ca, for example) an alias has been provided and you can safely log in using the new format, knowing your messages to the old format address will still arrive.

The password prompt dialogue, highlighting several dots representing an entered password.

Enter the password that you were given in the on-boarding email. You will be required to change your password later.

A "More information required" dialogue, reading "Your organisation needs more information to keep your account secure". The Next button is highlighted. A "Keep your account secure" dialogue, including prompts for the selection of a country code and a text box for the input of a phone number. The latter two items are highlighted.

We require verification via SMS/text message during the on-boarding procedure. This is also possible to continue to use as an MFA (multi-factor authentication) method, though we recommend the Microsoft Authenticator app on your phone for long-term use. (TODO: link from here to the MFA setup instructions)

Enter the six-digit code you received in SMS. If you cannot access SMS, please contact Kev or Scott, as they can help find ways forward.

Another "Keep your account secure" dialogue, reading "Phone: We just sent a 6 digit code to +1 6043475349. Enter the code below". There is a random code entered in the text input box and that is highlighted. Another "Keep your account secure" dialogue, reading "Your organisation requires you to set up the following methods of proving who you are. Phone: SMS verified. Your phone was registered successfully." The Next button is highlighted. Another "Keep your account secure" dialogue, reading "Your organisation requires you to set up the following methods of proving who you are. Success! Great job! You have successfully set up your security info. Choose 'Done' to continue signing in. Default sing-in method: Phone +1 6043475349." The Done button is highlighted.

Decide whether you want a cookie set in your browser to keep you logged in, or whether you want website authentication to work as normal.

Note that M365 will log you out on occasion and/or re-prompt you for MFA tokens from time to time. This is for security reasons. The intent is to keep anyone who steals your device from being able to sustain access to the shared resources on M365. If you have difficulties with the MFA process, please contact Kev or Scott, as they can help find ways forward.

A screenshot of the Outlook web interface showing an empty mailbox.

Ta-da! Now you're into your email. Your email will be there, waiting for you. Please have a look through your inbox and make sure it's more or less as you're expecting it.

public/ms365/onboarding.1672782427.txt.gz · Last modified: 2023/01/03 21:47 by kevin.woolley