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Installation O365 Manual

The document outlines the steps to install Office 365 on a computer, including filling out a request form, checking system requirements and existing Office installations, downloading and installing the Office 365 apps from the Office portal, and verifying that add-ins like Cognos and LaserFiche are still working after installation. It also includes steps for installing Microsoft Teams and describes the key Office 365 applications like Exchange Online, OneDrive, SharePoint Online, and the Microsoft 365 apps.

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93 views19 pages

Installation O365 Manual

The document outlines the steps to install Office 365 on a computer, including filling out a request form, checking system requirements and existing Office installations, downloading and installing the Office 365 apps from the Office portal, and verifying that add-ins like Cognos and LaserFiche are still working after installation. It also includes steps for installing Microsoft Teams and describes the key Office 365 applications like Exchange Online, OneDrive, SharePoint Online, and the Microsoft 365 apps.

Uploaded by

trudyc2
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Installation O365 Procedure

Prerequisites

1. Fill out request form for the Office 365


2. System Requirements:
a) At least Windows 10 Operating System
b) Browser: The current version of Microsoft Edge, Safari, Chrome, or Firefox
c) CPU: 1.6 GHz or faster, 2-core. 2 GHz or greater recommended
d) Memory: 8 GB RAM
e) Hard Disk: 50 GB of available disk space
f) Update Framework 4.6 and higher to also be installed.
3. Validate the corresponding license is assigned to the user. Check with the IT Manager.
4. Check what Office version is installed on the computer (32 or 64 bits version, English or
Spanish language) to install the version of O365. This can be viewed in add/remove
programs or in Office installation About Information.
5. Check what add-ins are installed in Excel so you can validate after the installation is still
running.
Open Excel, goto File>Options>Add-ins and check the active add-ins

6. Uninstall any local Office installation from the computer from Add/Remove Programs. As
well remove Microsoft Visio and/or Microsoft Project installation.
7. Install Office365 apps.
8. Reboot the computer.

Installation O365 Procedure

1. Goto http://portal.office.com/

portal.office.com
Office.com
2. Ensure you login with Ecom Trading email user account.

3. Logon with Ecom Trading email


4. Once is opened, click in “Other Install options” to install Office in other language and 32
or 64 bits version

Then click on “View apps & devices”

Select the language and version to install (32 or 64 bits)


Remember to get this information from previous installation on prerequisites

5. The Office installation file will be downloaded, open it.


6. Provide the Local Admin credentials or Domain admin credentials to perform the
installation.

7. Office installation starts

8. See the installation progress


9. At the end, notifications appears that Office is installed

10. Click on Close

11. Click on the Start button and see Office is installed.


12. Open Excel to continue configuration.

13. Once Excel is opened, a “Welcome to Office” window appears with the Ecom Trading
email address, click on Continue.

14. Click on Next


15. Type the password and click “Sign in”

16. UNCHECK the checkbox “Allow my organization to manage my device” and click Ok.
17. Click “Done”.
18. Accept the license Agreement

19. Click “Close”

20. Go back to http://portal.office.com/ and refresh the browser. See the applications
recently installed in the left bar.
Microsoft Teams Installation

After O365 Installation, reboot the computer so Microsoft Teams can be installed
automatically, when finished, you can logon typing your Ecom Trading email address
like in step 6.

In case you rebooted the computer and MS Teams has not been installed, goto below
steps to install it manually.

1. Download Microsoft Teams English or https://www.microsoft.com/en-ww/microsoft-


teams/download-app

Download Microsoft Teams Spanish


https://www.microsoft.com/es-mx/microsoft-teams/download-app
2. Download Microsoft Teams for Work
3. Download the .exe file to the computer on Desktop

4. Install Microsoft Teams


5. Installation starts

6. Teams has been installed, sign in with Ecom Trading email address if needed
7. Microsoft Teams installation finished.

8. Check the Add-ins in Excel are working fine


Open Excel, goto File>Options>Add-ins and check the active add-ins
See Cognos and LaserFiche add-ins are working

See the menu that LaserFiche is available

For any issues, Salvador Mariquez [email protected] for LaserFiche

For Cognos, see IBM Planning Analytics menu and click options
Click IBM and see is working

Click IBM Planning Analytics on the left and see links are available
For any issue on Cognos then you need to contact Prasanth Vasigala
[email protected] to reinstall Cognos.

9. If the user had Project and/or Visio 2016, please follow the Project 2016 and Visio
2016 Installation Method (Click to Run) Manual to install them.

Microsoft Office Apps Description

Office 365 Applications Description

Exchange Online
100 GB of business-class email and calendaring.

Microsoft OneDrive for work


Access 1-5+ TB of personal cloud storage from anywhere, on any device. Easily
share documents with others.

SharePoint Online
Share and manage content, knowledge, and apps with SharePoint Online storage.
Empower teamwork, quickly find information, and collaborate across the
organization.
Outlook
Connect and stay organized with email, calendar, and contacts all in one place.

Microsoft Teams
Chat, meet, share files, and use business apps.

Microsoft 365 on the web


Create, share, and collaborate from anywhere.

Microsoft 365 apps


Install Microsoft 365 apps, such as Word, Excel, PowerPoint, OneNote and Access.

Microsoft Word
Microsoft Word is a full-featured word processing program for Windows and Mac
operating systems.

Microsoft Excel
Microsoft Excel is a spreadsheet program that features calculation, graphic tools, pivot
tables, and macro programming language support for Windows and Mac operating
systems.

Microsoft PowerPoint
Microsoft PowerPoint is a presentation program for Windows and Mac operating
systems.

Microsoft OneNote
Microsoft OneNote is a free-form note-taking program for Windows and Mac operating
systems.

Microsoft Outlook
Microsoft Outlook is an email program for Windows and Mac operating systems.

Microsoft Publisher
Microsoft Publisher is a desktop publishing program for Windows operating systems.

Microsoft Access
Microsoft Access is a database management solution for Windows operating systems.

More Information

https://support.microsoft.com/es-ES/training?WT.mc_id=365AdminCSH_inproduct

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