Bpos sop

RoseBud Technologies, Inc.

BPOS – Getting Started
Last Modified: March 22, 2011

BPOS

Contents

BPOS.......................................................................................................................1
BPOS Requirements:...............................................................................................2
Getting Started:........................................................................................................3
Outlook:....................................................................................................................7
Live Meeting:..........................................................................................................12
Setup/During your meeting:....................................................................................17
My Company Portal (SharePoint):..........................................................................21
Office Communicator (IM):.....................................................................................40

Credits
Author: Greg Wartes – RoseBud Technologies, Inc. 770-926-5030

2 Use Properties box for Title

BPOS Requirements:
Software
Windows XP (Professional or Tablet Edition, both SP2), Windows Vista (Business,
Enterprise, Ultimate, or Home, all SP1), or MacOS X 10.5. You’ll also need to have
Microsoft .NET Framework 3.0 on Windows systems and Java client 1.4.2 or newer
on Macs.

For browsers, Microsoft recommends at least Internet Explorer 7, Safari 3.1.2 (on
OS X), or Firefox 3, although Firefox won’t support the Microsoft Online Services
Sign In tool. Email clients must be Outlook 2007 or Entourage 2008, and the
platform supports Windows Mobile 6, Nokia E and N series, and iPhone (firmware
2.0) handsets. All you need for Vista is a machine with at least a 1 GHz Pentium
and 1GB of RAM, and for Windows XP you’ll want at least a 500 MHz Pentium and
256MB of RAM.


Getting Started:
The first step in accessing your BPOS account is to download the sign on tool –
which is how you will access all the tools included in Business Productivity Online
Suite (BPOS). Navigate to the link below:

http://www.microsoft.com/downloads/en/details.aspx?
familyid=5c2ca866-4107-4ae5-98d5-76bf1b18ff87&displaylang=en

Select Download as displayed below:

Once downloaded – Select the BPOS Sign In Tool Icon to open as displayed
below:

Once selected, the Sign in Tool will open, enter your user name and temporary
password (This information will be provided to you.)

The first time you log in, each user is forced to change their password – the
password must meet the strong password requirements. (Suggestion: Use at least
one Capital letter, One lower case letter and numbers.)

Once your password is set – if you have any browsers open the Sign-in tool will
prompt you to close all browsers as displayed below:


Next – if the user installing the Sign In tool already has Outlook, Live Meeting, or
Communicator open, close those applications and select Configure applications as
displayed below:


Once the applications are configured – the user will have access to all programs:
Outlook, Live Meeting, My Company Portal (SharePoint) and Office Communicator
(IM) as displayed below:


Outlook:

Sending New Mail, Replying, and Forwarding Mail

1. To Send New mail, click the Mail bar in Outlook for the mail function, click the
down arrow on the icon and select Mail Message.

From the menu bar at the top of the Outlook window, click on the

following icons to send mail:

To send new mail 
Or

To Reply to mail, select the mail message you want to reply to either by
opening the note or click the note to select it, and click the reply icon or the
reply to all icon:
To reply to existing mail (highlight the mail message you wish to reply to first)


* Note the reply buttonsends the reply to the person who sent you the note.
The reply to all sends the reply to everyone who received the note.

To Forward mail select the note that you want to forward by either opening the
note or click the note to select it, and then the forward icon:

2. A typical send mail screen will display.

3. In the To: field, type the Internet address, the last name of the person, or
click the To: button to pick from the entries in the Global Address List, or
contact folder.

1. Type the mail message. Note that text you type when replying or forwarding
mail will appear in blue.

2. If there is a red underline under one or more names in the To: field, click the
right mouse button with the mouse pointer on the name, then select the
proper fully-qualified name from the list. Click the Send button to send the
note.

3. You will need to click the Send/Receive to actually send the email from the
Outbox folder if you are running in cached mode.


Changing the General Viewing Options

To select a different view, or display, of your mail folders, tasks, schedule, or
journal:

1. Open desired function (ie. Mail, Calendar, Task, Journal, or Notes)
2. Click View from the toolbar
3. Select Arrange by and the select the desired view from the menu or click
Custom to setup custom view.

To change the format for the current view (selected as above):

1. Open desired function (ie. Mail, Calendar, Task, Journal, or Notes). Click
View from the toolbar.

2. Select Format View, then choose the font for column headings, rows. You
may also turn on AutoPreview, which if turned on will present the first several
lines of each mail item in folder view without having to open the note.
Another option is in-call editing, which will allow you to edit header
information in a note (name, subject, etc) without having to open the note.

Figure 4.1


Rules and Alerts

Rules and Alerts monitors incoming mail. Rules can be set up to automatically
store, delete, and forward, as well as performing other operations, on incoming
mail and outgoing email.

1. Select Tools from the Main Menu, then Rules and Alerts.
2. Click on New Rule to add a new rule, or Highlight a rule and select Change
Rule to edit and existing rule.
3. Enter the appropriate information to determine which type of mail you wish to
process (figure 4.3).
4. Select the action(s) you’d like to be performed on the mail item. Note that
you may define as few or many actions as you like.

Figure 4.2


To Set-up a Rule
Click Tools from the Main Menu, Click Rules
and Alerts (figure 4.2).
2. Click new Rule button.
3. The New Rule Screen opens (figure 4.3).

Click NEXT to set Conditions for messages

Click Next to set actions for messages

Click Next to add any exceptions for messages

Specify Name for Rule, if desired check for Rule
to run
Against messages already in Inbox.

Click Finish.

Editing & Deleting Rules
1. Click Tools, Select Rules and Alerts
Select the Rule from the Rules Wizard Screen
(figure 4.2), Click Change Rule button.
Select or deselect actions from the Edit Rule
Screen (figure 4.3)


Figure 4.3


Live Meeting:
Enter User Name and password – select ‘Login’.

Once logged in you are presented with options:

Schedule Meeting, Meet Now, Join Meeting –

Schedule Meeting:


To schedule a meeting for a time other than now.

Enter email addresses separated by a semicolon (;) in the Attendees list.

Enter the email address for the presenter(s). If more than one person is to present
separate email addresses by semicolon (;).

• Select the start date and end date
• Select the correct time zone
• Select the appropriate occurrence
• Select Send Invitations

Once the invitations have been sent the meeting details are summarized as
displayed below:


Both the attendees and the presenter(s) are e-mail the meeting details as
displayed below:


Presenter e-mail:

Attendee(s):


The presenter can either join the meeting from the Live Meeting website – or via
the link in the presenter e-mail. Once the presenter has selected to join the live
meeting the user/presenter will be presented with the I.E. security warning as
displayed below:

Select Allow – then continue:

Your meeting is now in session. You will notice a tool bar with your meeting
options:


Setup/During your meeting:
Once logged in – the presenter has the option to share their desktop, share a
program (Excel, Word, PowerPoint, etc.) The presenter also has the ability to
upload documents to be viewed by the attendees during the meeting. To load a
document to go to the ‘Content,’ drop down and select Share > Upload File (View
Only). Once selected, a window will open to select a document from the
presenter’s local machine, as displayed below:

Select the appropriate file and select ‘Open.’

Once selected the user will be prompted with an information window to ensure the
document you are loading is a safe document. Select ‘Continue:’

Once completed the document will be displayed for viewing/sharing during the
meeting.


Share a program:

To share one of your programs during the meeting –Go to Content > Share >
Share a program and you will be presented a list of open programs and also a
selection of open a new program. Once a selection of program has been made,
the meeting screen will change to that selected program – if you navigate back to
the live meeting screen – the screen will be dulled – but the options are still
available, To stop sharing a program or to remove content from the shared list –
Go to Content > Share Share a Program – right click on the one you wish to
remove and select remove.

Attendees:

A list of who is currently logged on to the meeting.

Voice & Video:

The voice and video tab has 4 icons on the task bar (telephone, speaker,
microphone, and camera) During meeting set up you have the option to enable
two way conferencing for all attendees as displayed below:

If this selection has been made – make sure the microphone function within live
meeting is not on mute, and also make sure the machine you are using for the
meeting is not on mute:

Q&A

The Q&A tab allows the attendee(s) to select the presenters name and open an
instant message dialogue chat window.

Meeting:

The meeting tab when selected will display information such as the meeting ID,
date, time etc.

Recording:

To record the meeting, navigate to the Recording tab > Options, which will present
you with the option of selecting a location to save the recording as displayed below:


Select the areas of the meeting you wish to record: Data, Voice, Video, Panoramic
Video. Select Record and the recording will start. Navigate back here and select
stop recording when the meeting has concluded.

Handouts:

To allow the meeting attendees to download content – the presenter must upload
the content as a handout located on the top of the tool bar:

Select ‘Upload’ which will open a window to select the appropriate file:


Select the document and then Open.

Your upload will start with a progress indicator:

Once completed the document will be listed as an available handout:

Attendees will access the downloadable handout the same way – select the
document and then download.

End Meeting:

Once the meeting has ended – navigate to the eject button located at the top left of
the meeting tool bar:

Select the option ‘Exit and End Meeting.’


My Company Portal (SharePoint):
WHAT IS SHAREPOINT?

SharePoint is a Web-based collaboration tool which allows information sharing and
document collaboration. SharePoint lets you create a central location where
everyone can share issues, contacts, announcements, Web links, and calendars.
Team members can easily create workspaces for meeting discussions, surveys,
documents, task lists, and other collaboration needs that increase their productivity.

DOCUMENT LIBRARIES:
Document Libraries are collections of files that you can collaborate and share with
team members. A document library is comprised of files and folders. Files and
folders in SharePoint are organized in the same way as they are on your
computer’s C: drive or a network file share.
SharePoint sites can have one or more document libraries. Any file can be a
document; however, document libraries integrate best with Office 2003 documents.

Figure 1: SharePoint Shared Documents

Shared Document Page’s Notable Features
Select a View – This area in the top left corner selects all the available formats for
listing documents in the library. By default, there are two such formats:
• All Documents – Displays one line of text for each document in the library.
• Explorer View – Lists the library contents in a format resembling Microsoft
Windows Explorer. This is available only on Windows versions of Internet
Explorer.
• Actions –Additional commands for working within library documents.
• Alert Me – The Alert feature sends e-mail notifications to interested team
members whenever another member changes some aspect in the Shared
Document library.


• Export to Spreadsheet – Downloads an Excel query file that points to the
library content list. After opening this file in Excel, authorized team members
can download, modify or export the content list.
• Modify Settings and Columns – Displays a Customization page that modifies
the name, description, columns, views and other settings.
Main Document Area – Display a listing of documents in the current open library.
To sort on any field, click the field’s column heading (that is, click Type, Name,
Modified, Modified By, or Checked Out To). It also provides a toolbar with these
links:
• New Document – Downloads a document template to your computer, which
the corresponding application then opens with the current library as the default
save location. If the library has no defined template, the default is an empty
Microsoft Word document.
• Upload Document – Displays an Upload Document page that allows you to
upload one or more documents from your computer or network drive and adds
it to the library.
• New Folder – Displays a New Folder page for creating an additional folder
within the current open library.
• Filter – Refreshes the current Web page, adding selection controls above the
selectable column heading. These controls filter the list of documents based on
the criteria specified.
• Edit In Datasheet – Displays the list of documents as an editable table that
resembles a spreadsheet. If Access or Excel 2003 is installed on the user’s
computer, this view also provides a task bar for exchanging data with those
programs.

Document Options Menu
To display the document options in a shared document library, hover your mouse
over the file name and click on the down arrow. The following options are
displayed:

Figure 2: Document Options Menu

•View Properties – Displays all available information about the
document.


Edit Properties – Displays a page where you can modify the document’s name or
title.
Edit in Microsoft Office – Opens the document for editing in Microsoft Office.
Delete – Deletes the document from the document library.
Check-In/Check-Out – Prevents anyone but you from updating the document
(after you select this option, it changes to Check In).
Version History – Displays a history of updates to the document.
Alert Me – The Alert feature of a Team Site sends e-mail notifications to interested
team members whenever another member changes some aspect of the selected
file.
Discuss – Displays the document, including comments from other team members,
and a toolbar that you can use to make comments yourself.
Create Document Workspace – Creates a specialized SharePoint site for the sole
purpose of organizing material related to the current document. This option is only
available if your account is assigned to the Contributor or Administrator
group.
How to Upload a Single Document
1. From the Quick Launch bar on the left hand side of your Home Page,
select Shared Documents.

Figure 3: SharePoint Home Page

2. Select Upload Document from the document library toolbar.


Figure 4: Shared Documents

3. Click on Browse.

Figure 5: Upload Document

Highlight the file you want to upload, and click Open.

Figure 6: Browse Files

4. Verify that you want to Overwrite existing file(s). If a file of the same
name already exists in the document library, you can force the file to be
replaced by selecting the checkbox. This will save in Version History.


Figure 7: Overwrite Existing Files

5. Click the Save and Close button to upload the document to the document
library.

Figure 8: Save and Close

Uploading Multiple Documents
select Shared Documents as shown in Figure 3.
2. Select Upload Document from the document library toolbar as shown in
Figure 4.
3. Click on Upload Multiple Files…

Figure 9: Uploading Multiple Files

4. This will open the Explorer View. Select the location and select the files
you want to upload by selecting their corresponding checkbox.


Figure 10: Explorer View – Uploading Multiple Documents

5. Verify that you want to Overwrite existing file(s). If a file of the same
name already exists in the document library, you can force the file to be
replaced by selecting the checkbox. This will save in Version History.

Figure 11: Explorer View – Overwrite Existing Files

6. Click on Save and Close.

Figure 12: Explorer View – Save and Close

7. A Dialogue box will appear confirming your upload. Select Yes if you want
to execute the upload. Otherwise, select No to cancel the upload.


Figure 13: Confirmation of Upload Dialogue Box

Creating Folders
There are two ways to create a folder in the document library. All Documents
view:
select Shared Documents as shown in Figure 3.
2. Select All Documents under Select a View in the left hand navigation bar.

Figure 14: Shared Documents – All Documents View

3. Select New Folder.

Figure 15: All Documents – New Folder

4. The document library New Folder page will be displayed. In the Name
field, enter a name for the folder you wish to create and then click Save
and Close.


Figure 16: New Folder

Explorer View:
select Shared Documents shown in Figure 3.
2. Select Explorer View under the Select a View in the left-hand
navigation bar.

Figure 17: Shared Documents – Explorer View

3. Click Cancel on the Login window(s) that appear.

Figure 18: Login Window

4. Right click in the area where the other files and documents are listed
and from the drop down box select New  Folder.


Figure 19: Explorer View – Creating a New Folder

Using Check In / Check Out
To Check Out a document in SharePoint:
1. Hover your mouse over the file name and click on the down arrow on
the file you want to edit, as displayed below. Select Check Out from
the pull down menu selection.

Figure 20: Document Check Out

2. Once you’ve completed working on the document and have saved it,
check it back in. There are two ways to do this.
a. In Microsoft Word, click the File Menu and select Check In.
You will receive this message and have the following options:

Figure 21: Check In Dialogue Box

OR


b. In Shared Documents, hover your mouse over the file name
you have checked out, and click on the down arrow. Select
Check In from the pull down menu.

Figure 22: Shared Documents – Check In

c. You will be prompted for Check In Comments. After you enter
your comments and click OK, the comments will be available
for view by other team members.

Figure 23: Check In Comments

Editing Documents
1. To edit a shared document: From the Home Page, click on Shared
Documents on the Quick Launch Bar as shown in Figure 3.
2. Hover your mouse over the file name you want to edit, and click on the
down arrow. Select Edit in Microsoft Office Word (Excel, Access,
etc) from the pull down menu selection.


Figure 24: Edit in Microsoft Office

NOTE: If you click directly on the document name or select View Properties from
the pull down selection, the document will open as READ ONLY.
3. Saving changes to shared Microsoft Office documents works the same
as with any document stored locally on your hard drive or network
drive. Just type CTRL-S or click on File from the menu bar and select
Save to save changes.

Figure 25: Saving Documents

Editing a Microsoft Excel Document that is Checked Out
If you try to open an Excel document that is already checked out, you will receive
the following Dialogue window:

Figure 26: Editing a Checked Out Excel Document

1. READ ONLY: Opens a Read Only copy – you will not be able to edit
and/or save changes to the document.


2. NOTIFY: This will open a Read Only copy. However, if the document
is checked in while you still have it open, a message will appear
indicating the document is now available for editing. Click on Read-
Write which will then allow you to edit and save the changes.

Figure 27: Word File Is Now Available Dialogue Box

3. CANCEL: Will not open the document for editing.
Editing a Microsoft Word document that is Checked Out
If you try to open a Word document that is already checked out, you will receive the
following dialogue box indicating that This file is locked for editing.

Figure 28: Editing a Checked Out Word Document

1. READ ONLY: Opens a Read Only copy. You will not be able to edit
and save changes to the document.
2. LOCAL COPY: Creates a local copy and will merge your changes
later. Same as Option One; acts as Read Only.
3. NOTIFY: Receive notification when the original copy is available –
This will open a Read Only copy. However, if the document is checked
in while you still have it open, a message will appear indicating the
document is now available for editing. Click on Read-Write, which
will then allow you to edit and save the changes to the document as
shown in Figure 27.
4. CANCEL: Will not open the document for editing.

Using Document Versions
With Document Versions turned on, SharePoint will retain not only the current
version of each document, but all historical versions as well. Any team member can
then use the following procedure to investigate the version history of a document.
select Shared Documents as show in Figure 3.
2. Hover your mouse over the file name of the document you select, and
click on the down arrow. Click on Version History.


Figure 29: Shared Document – Version History

3. The Versions page displays each version of a document in the current
library. To work with these versions, hover your mouse over the file
name of the document, and select one of these options:

Figure 30: Version History Options

View – Opens the selected document version.
Restore – Creates a new copy of the document version, and makes it the current
version (This will increment the current version number by one).
Delete – Removes the version from the library.

DISCUSSION BOARDS
Discussion boards provide a forum for topics that interest your team. It is a tool
which allows groups to communicate online. Each discussion board has icons for
starting, sorting, filtering, switching views, or changing designs. Another feature
(Web Discussion) allows users to attach comments to a specific SharePoint page
or document.
A discussion board is made up of “forums” – folders containing messages on a
particular subject, “threads” – each thread is a series of message about the same
topic, and “messages” – each message is an individual contribution to a
conversation (like a single e-mail).
Team members have the ability to:
•Post/Create new messages.
•Respond to an existing message.
•View messages in their entirety or in condensed lists.
•Delete and remove messages they have created. However, team members are
unable to delete/remove messages created/editing by other team members.


•Team members do not have the ability to edit message created by other team
members on the board. However they can Edit messages/responses created by
their selves.
NOTE: The administrator of the site has the ability to purge and edit threads
created by any team member, as well as alter discussion board settings, defaults,
etc.
To create a new Discussion Board:
1. From your SharePoint Home Page, select the Discussion quick link
from the Quick Launch toolbar.

Figure 49: Discussions

2. Click Create Discussion Board.

Figure 50: Create Discussion Board

3. Click on Discussion Board.


Figure 51: Discussion Board Create Page

4. Enter the Name and Description of the Discussion Board you would
like to create, and select if you would like to Display this discussion
board on the Quick Launch Bar. Click Create.

Figure 52: New Discussion Board

ALERTS
The Alert feature of a Team Site sends e-mail notifications to interested team
members whenever another member changes some aspect of the Team Site. Each
member decides which lists, libraries, or documents they want to receive alerts
about.
You can specify how frequently you want to receive alerts. You can have them
appear immediately, or as daily or weekly summaries. When you no longer need to
follow changes for the list, library, item, or file, you can delete your alerts at any
time.
Adding an Alert
There are two ways to add an alert: from the Shared Documents Library or from
the My Alerts Page. To add an alert to all Documents:
1. From your Shared Documents page, under Actions on the Quick
Launch bar, click Alert me.


Figure 64: Alert Me

2. In the Send Alerts To section, confirm that the destination e-mail
address is correct.
3. In the Change Type section, specify whether you want to be notified
when items have been Added, Changed, Deleted, or click All
Changes to be notified whenever any type of change occurs.
4. In the Alert Frequency section, select the option that reflects how
often you want to be notified of changes.
5. Click OK.

Figure 65: Setting Up New Alert

You can also add an alert to a List or Document Library from My Alerts Page:
1. From your Home Page, click on Site Settings on your Main Toolbar.


Figure 66: Site Settings

2. Under Manage My Information, click on My alerts on this site.

Figure 67: Manage My Information – My Alerts on this site

3. Click on Add Alert from the Alert Toolbar.


Figure 68: My Alerts on this Site

4. Select the list or library for which you wish to receive an alert message.
Click the Next button at the bottom of the page.

Figure 69: New Alert in List or Document Library

5. Under Alert Me About, specify the condition that will generate an alert
message:


Figure 70: New Alert Options

•All Changes – Whenever someone adds, changes or deletes an item in
the list or library.
•Added Items – Whenever someone adds an item to the list or library.
•Changed Items – Whenever someone changes a list or library item.
•Deleted Items – Whenever someone deletes a list or library item.
•Web Discussion Updates – Whenever someone comments on a
document by using the Web Discussion feature. This option appears only
for a document and form library.
If you wish, SharePoint can summarize alert notifications into one daily or weekly
e-mail message. To control this, select one of these options under Alert Me How
Often.
• Send E-Mail Immediately – Select this option to receive alert
notification individually, as they occur.
• Send A Daily Summary – Select this option to receive summarized
alerts once a day. The administrator configures the time of day when
this occurs.
• Send A Weekly Summary – Select this option to receive summarized
alerts once a week. The administrator configures the day of the week
and the time of day when this occurs.


Office Communicator (IM):
To complete the Communicator functionality (Instant Message/IM) log in to the ‘My
Company Portal’ site:

Select the Downloads tab

Scroll to bottom of page and select the Communicator 2007 Download:

Once installed – there is a 24 hour authentication wait period – sign in once – the
tool will be available to use 24 hours from 1st sign in. This is a one-time process.

Attached you will find two documents:
1. BPOS Overview (Power Point.ppt) – set of slides that give a brief overview
of BPOS
2. BPOS SOP – (Word.doc) this document explains all the tools you now
have access to

You can also find these documents by browsing to the FSB SharePoint site >
Select Shared Documents > and open the RoseBud Technologies Folder

Key features include:
• Ability to display and detect presence availability of other users on the
network

• Instant messaging over the Internet or a corporate network, with IM text
encrypted

• Integration with Microsoft Office Outlook®, Microsoft Office Excel® and
Microsoft Office Word for presence awareness and collaboration

• Presence integration with SharePoint sites

• Users can add distribution lists to their Contact Lists and IM with
individuals or the entire list


• Person-to-person (1:1) audio and video inside a company LAN (between
firewalls) environment

• Remote access to the service over the Internet

• Built on the proven capabilities of Microsoft Office Communications Server
2007 R2

• Increased network security with the Intelligent Instant Message Filter
program

• Sign In application installed on users’ computers to provide a single sign-in
point

There are two ways in which Communicator differentiates itself under BPOS. First,
all communications are encrypted, so the application is more secure for business-
level needs. Second, there are a few ways in which Communicator can mesh with
other Microsoft Online Services, not the least of which is synching your presence
status with your calendar.

For example, a user can use Communicator to IM via a SharePoint site. To enable
this, start within a Share site and click the Site Actions pull-down menu. Choose
Edit Page. This will bring up the page in editing mode. Depending on the site’s
elements and layout, you’ll see yellow bars at the top of different sections labeled
Add a Web Part. Click the one above Announcements. The Add Web Parts dialog
box will now appear. Scroll down the list, check Site Users, then click Add. Just


below the Site Actions pull-down, click the Exit Edit Mode link. The Share site will
now feature a list of site users accessible via Communicator.

Zoom
There are a couple of noteworthy admin-type tasks you can perform in
Communicator. For starters, you can import Exchange distribution lists. This can be
a great time-saving short-cut rather than recreating the same groups one by one in
Communicator. (Tip: You can save more time by dragging contacts into
Communicator rather than creating them from scratch.) The other handy admin
step is to change IM contact access levels. This modifies how much information
others can see about the user. Within OfficeCommunicator, right-click on any
contact, select Change Level of Access, then pick from one of five options:
Personal (all contact info is visible), Team (work, mobile, and schedule info is
visible), Company (contact info and limited schedule visibility), Public, (limited
contact info and status visibility), and Blocked (limited contact info but Offline status
shown). Having granular per-viewer control over one’s displayed information rather
than a single, universal setting can help weed out unwanted attention and keep
users more productive.

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