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September 9, 2019

OneDrive Basics How-To Guide

OneDrive is part of the Microsoft site-license agreement that provides the Office suite of applications (Word, Outlook, Excel, PowerPoint, etc.) and Office 365 Online (the same applications but online). It is a web-based file storage (or cloud-based storage) solution provided for free to University-affiliated persons.

This article is designed to guide users through the features of OneDrive for faculty, staff, and students at the University of Oregon:

Navigating to OneDrive at UO

Go to office.uoregon.edu and sign-in with your Duck ID and password.

Enter your @uoregon.edu email address then click Next to proceed.

Enter your @uoregon.edu email's password then click Sign in to proceed.

Click on the OneDrive application button to proceed.

Click on the OneDrive icon to proceed

If you would like to download the Office applications for your desktop or laptop, click on the Install Office apps link on the upper-right of the screen above.

Installation and Configuration of OneDrive Application

Install the OneDrive application by going to the OneDrive site and clicking Download. Open the file from your downloads folder on your computer to initiate installation. Follow all the prompts it gives you to proceed.

Click Download to start the OneDrive installation process.

Go to Office 365 website, sign-in using your @uoregon.edu email and password, then select the OneDrive icon.

Office 365 Dashboard with OneDrive icon highlighted

From the OneDrive screen, select the Sync button in the options menu.

OneDrive Home Screen with Sync button highlighted

Note: If you do not see the Sync button, ensure that no other files or folders are selected as the options menu will dynamically change.

A dialog box will appear which will start the OneDrive application from your browser (it may ask for permission to do so) then follow the steps to setup OneDrive.

Getting ready to sync... dialog box (example from macOS version of Google Chrome browser)

Enter your @uoregon.edu email address in the field then click Sign In.

Set up OneDrive dialog box with email address field highlighted

Select the Work or school button to proceed.

Set up OneDrive page 2 dialog box with Work or school button highlighted

Click on the Choose OneDrive Folder Location button to select the desired folder for OneDrive syncing. You can create a new folder then designated it if you choose to do so.

OneDrive Set Up page 3 dialog box with Choose OneDrive Folder Location highlighted.

Once this process has been completed, you will have a OneDrive folder set up. This folder can be accessed like any other file or folder in your computer’s file system in any program designed to view it (like any of the Office applications, Adobe Acrobat, etc.)

Primary Features

Creating files

To create new files, click on the New menu from the Home Screen

Click New to create a new file or folder

Select the desired option to proceed. You can choose from selecting a Folder, Word document, Excel workbook, PowerPoint presentation, OneNote notebook, Forms for Excel, or a link.

The New Menu: Select from Folder, Word document, Excel workbook, PowerPoint presentation, OneNote notebook, Forms for Excel, or a link.

Uploading files

Select the Upload menu to upload a file or folder.

The Upload menu: select this to upload a file or folder

Select the file or folder from your computer’s file system to proceed.

Sharing files

If a file is being shared from your OneDrive account, it will only be visible to you and whomever you specify. If you are sharing from an Office 365 Group OneDrive, it will be accessible to that group and whomever you specify.

Select the file or folder you wish to share, then select Share from the menu, the Share icon, or the three-dot Options menu > Share to proceed

Click on the file or folder you wish to share, then select Share from the menu, the share icon (not pictured) next to the three-dot Options menu, or select Share from the three-dot Options menu.

Select the desired audience with whom you wish to share. If you select the Specific People option, you must enter their email address(es) individually (or comma-separated if multiple) and click Apply to proceed. You can also share with people not affiliated with the University by entering in their email address(es).

1. Specify your audience, 2. Specify file access levels, 3. Click Apply to save settings

You can allow recipients to edit and download the contents of the file or folder if you wish. Select the checkboxes if you wish to allow that capability.

  1. Specify your audience for the link
  2. Specify the file access for your audience
  3. Click Apply to save the settings

The shared files will remain in the same place on your home screen and it will appear in the recipient’s Shared with me folder.

The Shared with me screen is accessible from the link in the left-hand side Navigation Menu.

Connection to OneDrive from applications

OneDrive is accessible from your desktop through the OneDrive folder or on your mobile device through the OneDrive app (iOS, Android)

OneDrive for Windows and macOS is accessible through the Office 365 home page (once signed-in with your Duck ID and password). Click on the Install Office apps button and choose Office 2016 to begin the download.

Click the Install Office apps button then choose Office 2016 to download Office applications

For installation on iOS or Android, click the appropriate link below:

Once downloaded and installed, sign-in with your Duck ID and password to access your OneDrive and Office applications.

 

Connection via Office

Once OneDrive is installed on your computer, it will appear as a folder within your computer’s file system. When you are going to save a file in one of the Office applications, you may select OneDrive as the location to save your file. It will be accessible to any authenticated, OneDrive-enabled computer or device.

Connection via Office 365 Online

Clicking on a file in OneDrive will grant you a preview and options for it.

Along the top of the frame, the file location within OneDrive is visible along with the following: Accessibility Mode: Puts the previewed file into a different view (similar to Track Changes) with any heading levels visible in the margin. Edit Document: You can choose to edit the file in the associated desktop application or through the web browser. Print: Allows printing to any connected printer. Share: Similar to the sharing features described above (see Primary Features > Sharing Files). Options Menu: Allows for translation of the file, file download, downloading as PDF, embedding the file for a website, and an accessibility checker assistant.

Along the top of the frame, the file location within OneDrive is visible along with the following:

  1. Accessibility Mode: Puts the previewed file into a different view (similar to Track Changes) with any heading levels visible in the margin.
  2. Edit Document: You can choose to edit the file in the associated desktop application or through the web browser.
  3. Print: Allows printing to any connected printer.
  4. Share: Similar to the sharing features described above (see Primary Features > Sharing Files).
  5. Options Menu: Allows for translation of the file, file download, downloading as PDF, embedding the file for a website, and an accessibility checker assistant.

If you clicked editing the document in the browser, you can switch to the desktop application version by clicking the Edit in (application) link in the ribbon menu:

Click the Edit In (application) link to edit the file in app

If you have any further questions, please contact us either by phone at x6-2388 or email at casit@uoregon.edu

March 14, 2019

UOmail: Outlook for Windows

This article is designed to guide Windows users through the process of configuring Outlook 2016, Outlook 2019, and/or Office 365 to access their UOmail account for email and calendaring.

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September 28, 2018

Four Winds Interactive Content Types

This article is designed for Four Winds content administrators to guide them through the various content types that are available to display along with highlighting key features for each type.

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February 9, 2018

The inventory.uoregon tool and Property Control

Listen to this article:

This is a message about the CASIT-provided inventory tool (inventory.uoregon.edu) and its relationship to UO Property Control, specifically the tracking of high risk equipment.

It is the responsibility of each CAS department and program to work with Property Control to track their high risk assets.

There are several ways that this can be accomplished; and to explore those, please contact Property Control (https://ba.uoregon.edu/content/property-control) to discuss your options. Whatever option you choose, inventory.uoregon can aid you in your efforts.

Please note that CASIT does not track high risk assets for CAS departments and programs, nor do we update asset information in inventory.uoregon beyond adding or modifying entries to track data we need for support purposes.

What is the role of inventory.uoregon in high risk asset management?

Inventory.uoregon is not an official inventory tool. It can be used by departments to track information about their high risk equipment, and its data can be used to inform Property Control as required. It is the responsibility of the department or program to keep information in the inventory tool up-to-date, if they are using the tool as an aid for official high risk tracking and inventory operations.

Why is there an “unofficial” inventory tool?

Inventory.uoregon was developed to provide CAS departments an alternative to spreadsheets or paper forms many were using to keep track of their inventories: When Property Control came to audit, the departments would use the information in their spreadsheets to aid in the process. The inventory tool was developed with those needs in mind.

Later, CASIT also added functionality to inventory.uoregon to provide a digital alternative to paper copies of high risk equipment waivers. Users are required to sign these waivers to take high risk equipment off campus, and inventory.uoregon provides a method to digitally sign these waivers, as well as delivering automatic annual re-signing notifications.

Inventory.uoregon also provides utility beyond what is required for “who has what”, the management of high risk waivers, or the official tracking of high risk property. For example, it provides fields for specific machine information, like CPU speed and amount of RAM. This information isn’t required by Property Control for official inventory needs, but it is helpful for reference, troubleshooting, and repair.

Do I have to use the CASIT Inventory tool?

No! You may track your equipment in any manner you wish. However, each department and program is required to track high risk equipment for Property Control.

Why does CASIT Tag equipment with “HR” tags / Are CASIT Tags “official” HR tags?

CASIT tags are used to tag:

  1. CASIT’s own high risk equipment.
  2. high risk equipment in departments with a full waiver, using the CASIT inventory tool.
  3. equipment purchased through CASIT in order to record useful support information in the inventory.uoregon tool.

In the cases of 1 and 2 above, these tags can be considered official for the purpose of university asset management.

In case 3, the presence of CASIT provided tag is not an indicator that the equipment has been tracked, officially, as high risk equipment with Property Control.

Does CASIT manage my department or program inventory?

No, departments and programs are responsible for managing their inventory, in conjunction with Property Control.

What are Property Control waivers?
Property Control Waivers are alternative systems of high risk asset tracking. Waivers are  offered by UO Property Control, and only at their discretion. For more information, please contact UO Property Control directly.

February 8, 2018

Creating Forms with Formidable Pro

Purpose

This post is using Formidable Pro, a plugin for WordPress that allows site managers to create forms for various needs. Some examples include sign-up sheets for events or avenues to receive feedback among many other options.

Click one of the options below to proceed:

Activating Formidable

Formidable Pro is a WordPress plugin that allows site administrators to create forms for gathering various data. To activate Formidable, select the Plugins option from the Dashboard menu, scroll down until you find Formidable Forms, then press Activate. Formidable will then appear below your Pages option on your Dashboard menu.

Create A Form

Once Formidable has been activated, you can start creating forms. Formidable will show up in the Dashboard Panel. To get started highlight the Formidable option and select Forms then click Add New.

When adding a new form, Formidable will allow you the option to either create a form from an existing template or one from scratch.

Once you have you have made your decision, you will be directed to the Build menu of the form which will allow you to add form fields or tweak what is existing. The images below are for if you selected Blank Form but the behavior of the menu works in any form.

  • Note: If form fields and/or their descriptions need to be edited, go to the Build menu.
  1. Make sure that you are on the Build menu
  2. Name your form or edit the existing title if you choose
  3. Click the parenthetical statement to explain the purpose of the form and/or instructions on how the form is to be filled out.

You will be given a range of options to choose from regarding types of form fields. Click and drag the form field into place…

… each of which have descriptions and settings that can be edited.

  1. Select the asterisk if you want this form field to be a required field
  2. Provide a title for your form field or edit the existing title if you choose.
  3. Provide instructions as to how to fill out this form field (optional but recommended).
  4. Field Options Menu (for adding additional properties like Custom CSS Layouts)

reCAPTCHA

reCAPTCHA

reCAPTCHA is a Google plugin used in Formidable forms to validate form entries from human submissions to help quell any attempts from bots other automated methodologies.

Set up requires the use of a site key and a secret key. Click here to ensure to sign up for those keys.

Note: This requires a Google account to activate. You may use a personal account to get keys.

Once you have the Site Key and Secret Key from signing up for API access, go to the Formidable > Global Settings menu option and find the reCAPTCHA section of the screen as seen below:

reCAPTCHA settings in Formidable Global Settings menu

Once the keys are entered, click the Update Options button at the top- or bottom-left of the page.

Edit Custom CSS Layouts / Form Page Layouts

Once all of your form fields and descriptions have been added, you can readjust the layout of the form by clicking on the Field Options Menu. In so doing, there are several options to choose from. The main focus of this section is adjusting the page layout and particular settings within each form field.

  • Note: Each form field will have its own options, the example below and corresponding descriptions are of options in every form field.

Here are descriptions of each option shown above:

CSS layout classes: This is for adding CSS script to determine where a particular field will be located on the overall form. If left blank, Formidable will have list the form fields vertically one after another. To make modifications, you do not need CSS knowledge but there are a few considerations to make.

The examples below are the options you can choose from and a template of some of the the CSS classes.

  • Note: The CSS Layout Classes below can be added only when the CSS layout classes field is highlighted. It will be inactive (grayed out) at any other time.

   

Label Position: Assigns the position form field label. The default setting will have the label aligned to the left edge of the form field.

Field Size: This option imposes limits on the length and the amount of characters (rows, columns, etc.) of the form field.

  • Note: The field size parameters are specific to each form field type.

Visibility: If user roles are enabled on your site, this option can restrict who sees this form.

Conditional Logic: Certain form fields can be made visible after conditions have been met.

Validation: If the form field is dependent upon certain conditions (like Phone Number or Email Address), this option allows you to edit the response if the correct conditions are not met.

Form Settings

Click the Settings option. Under General menu:

There are several settings that can be changed quickly and easily however several of them are dependent upon other actions within your site.

  • Aside from the Action After Form Submission option, all settings are going to be dependent on whether site user accounts are enabled and advanced coding (using AJAX)
  • You can also choose what form respondents will receive as a confirmation as well as being notified of new entries. See Responses sent to an email / Linking to RT.
  • Additionally, the form can be restricted to Logged-In Users. If selected, the form will require a DuckID and password to be seen. Users can allow form respondents to edit responses and restrict to one form submission.

Under the Form Actions option, you can choose who is notified of a form submission and how the message appears to that person.

formidableformactions

To set up email notifications, click on the Form Actions option within the Settings for your form and select the envelope icon for an email notification (seen below).

formidableformactionsemail

  1. The email notification box.
  2. Label for the notification.
  3. The desired email address to receive the notification
  4. Subject line and message
    1. The number code in brackets is corresponding to a form field entry (which are on the right-hand side of the form action)
    2. The default message is for all entries into the form.
  5. Conditional logic may be applied to this notification depending on the nature of the form.

Adding a form to a web page

Formidable utilizes shortcodes that can be inserted into posts or pages. Shortcodes may be found either in the Build or Settings section of a given form. It will be in a set of brackets (e.g., Please select a valid form) and located in the upper-right hand corner of either page.

screen-shot-2017-01-03-at-1-51-32-pm

Links to Additional Content

For other help articles from CASIT, click here.

May 30, 2017

Fleet printing with accounting codes from Adobe products (macOS)

Purpose

This post is assist Mac users through the process of printing Adobe PDFs to their department’s CTX-issued fleet printer. Adobe will typically have their own print dialog box and using it will not send to the printer.

Process

Follow these steps to ensure that your print job gets printed:

Click on the Print icon or select File > Print (or Command-P) to start

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April 17, 2014

UO Response to Heartbleed Bug: Change Your Duck ID Password

 

Due to the threat posed by the Heartbleed Bug, UO Information Services is requiring that all users change their Duck ID passwords at https://duckid.uoregon.edu AFTER they receive an e-mail from Information Services asking them to do so. DO NOT change your password until you have received an e-mail from techdesk@uoregon.edu instructing you to do so.

If you are a CAS Google Apps for Education user, you will also want to change your password for that service.

From Information Services:

“This request comes out of interest for your online safety. The Heartbleed flaw, announced April 7, is a severe flaw that allows hackers to get personal information without detection, and this is why we are asking you to change your password.”

For more information about the Heartbleed Bug at the University of Oregon, see http://it.uoregon.edu/heartbleed-faq.

If you have any questions about the Heartbleed Bug or changing your password contact CASIT at 541-346-2388 or casit@uoregon.edu, or the Information Services Technology Service Desk at 541-346-HELP or techdesk@uoregon.edu.

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June 19, 2013

Cathleen Leue

We are very sorry to inform you that Cathleen Leué passed away unexpectedly in her sleep on 6/18/2013.

Contributions in Leué’s name can be made to the UO Foundation, toward an economics scholarship in her honor. The donor must specify that the donation is in honor of Cathleen Leué in the “My Gift is a Tribute” box at the bottom of the page. If the contribution is by check, the notes field of the check must include “Cathleen Leué.”

CASIT Staff

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April 13, 2012

Introducing UO Blogs

CASIT is happy to announce the launch of UO Blogs. UO faculty, students, and staff are now able to create their own UO-hosted blogs using the WordPress blogging platform. Users can create an unlimited number of blogs for their courses, for personal use, and for UO sponsored activities and groups. There are a variety of themes and plugins for users to choose from and flexible privacy and commenting settings.

To get started, check out our UO Blogs help page.

 

UO Blogs is a free service sponsored by Information Services, the UO Libraries, the School of Architecture and Allied Arts, the College of Arts & Sciences, the Lundquist College of Business, the College of Education, the School of Journalism and Communications, the Clark Honors College, the School of Music and Dance, and the Office of Enrollment Management.

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September 29, 2011

Google Apps security

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July 11, 2011

Online Forms

CASIT would like to talk to you about upgrading your paper forms to online web-based forms. The summer offers a great opportunity to take a paper form and workflow and move it to an online system.

Online

Your online form will be hosted on websites that can be accessed from anywhere. The results of the forms will also be accessible online. We can have the website generate reports showing the form entries in a table form. The websites will use databases to store and access the form information.

Style and Accessibility

The online forms can be styled in many ways. We make sure that all online forms meet US Section 508 accessibility standards. We make sure forms work on the desktop browser and also if required we can create one that can be used on a mobile device.

Access

We can make the online forms have multiple levels of access. The form itself can be made accessible to everyone or only authenticated users. The results of the form can be made accessible to only admin level users or review level users. If your workflow involves form reviewers we can set up the form results to be viewed only by reviewers and we can also have fields that only reviewers can view and edit. For example, a reviewer can approve a form entry by checking a box on the same form entry.

Security and Encryption

The websites and databases that host the forms will have authentication via users’ Duck IDs that can be restricted to only a few users, or open registration. We can set up different access levels as needed, for example seperating administrators from regular users. All form entries can also be encrypted if this is needed.

Please contact us soon, so we can get you what you need right away.
Submit a service request
Email: casit@uoregon.edu

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June 28, 2011

Backups

CASIT would like to remind you that backing up your computer is very important. The summer offers a great opportunity to take time to setup backups or to ensure that your backups are working as intended.

10 GB Home Folders

For CAS faculty and staff, CASIT offers access to a free 10 GB “home folder” on our servers. That can be a convenient place to save files that need to be accessed from multiple computers, or that should be carefully backed up. Please let us know if you’d like more information or you want us to show you how to easily access your home folder.

Backup Consultation

If you need to store more than 10 GB, you may need a backup solution tailored to your needs. CASIT offers consultation to assist with:

  • Windows or Mac operating systems
  • Securely sharing data with others
  • Remote or local backups
  • Any amount of data

Backup Verification

Some backup systems, despite being set up correctly and functioning to begin with, may have stopped functioning at some point. It’s a good idea to check every now and then to make sure your backup system is in full order. The worst time to discover your backups weren’t running is when you need to recover your data! If you’re unsure how to check, CASIT can help you confirm that your backup system is working as expected.

Please contact us soon, so we can get you what you need right away.
Submit a service request
Email: casit@uoregon.edu

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September 15, 2010

Use new Google spreadsheets charts in your documents and drawings

Copy charts from spreadsheets into documents and drawings. Start by creating a chart. Then, select the chart by clicking on it once, which will display the chart’s name. Click the chart name or the arrow next to it to open the dropdown menu of chart actions. From the menu, select Copy chart.

Next, open the document or drawing where you’d like to insert the chart and position the cursor where you’d like the chart to go. Use the Web Clipboard dropdown menu, as shown below, to locate your copied chart.

As you hover the mouse over the menu item for the chart, a thumbnail will be displayed. Clicking on the chart item will paste it into the document as an image, which can then be resized, aligned, etc. Here’s an example of a chart pasted into a document:

Note that the chart snapshots are just that — they are images of the chart at the time of copying and therefore do not update as the spreadsheet data changes. If you need to update a chart, just copy and paste it again.

The name of the chart shown in the Web Clipboard menu is the same as the chart’s name in the spreadsheet, which you can easily change from the default name, “Chart 1.” To rename a chart, select Edit chart from the chart’s action menu, and enter a new name on the Customize tab. This is particularly handy when working with charts from multiple spreadsheets.

We’ve also introduced a few new types of charts to Google spreadsheets. We now support candlestick charts and combo charts (which allow you to show columns, lines, and area lines all on the same graph). You can also use the GeoMap chart to insert a data-driven map of the world, a continent, or a country into your spreadsheet. Our TreeMap chart, meanwhile, should be exciting for the statisticians and logicians among you.

This makes creating great documents easy as pie (charts, of course).

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September 14, 2010

ZIP and RAR support now available in the Google Docs Viewer

If someone sends you a ZIP or RAR file in Gmail, you’ll be able to view its contents from within your browser by clicking on View.

This will bring up a view that includes all of the files in the archive, the file types, and the size of those files.

When you hover over the list you can activate a menu by clicking Actions. You’ll be able to View items supported by Google Docs Viewer and Print (PDF) those that we offer PDF support. Save to Google Docs and Download appear for all files.

ZIP and RAR archives that are embedded inside other archives also work. For example, if you have a RAR file inside a ZIP file (like in our example above) you can just click on that file to access the embedded archive.

Go ahead and try the feature by viewing a ZIP file.

This feature extends to Google Docs for mobile, too. For each viewable file (including embedded ZIP or RAR archives) there is a link to view.

This removes the need to download full archives when you only need to work on select items.

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