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Table of ContentsSection 1: OneDrive Desktop...........................................1
Section 1A: Downloading the App.................................1Section 1B: Storage Sense...........................................3
Section 2: Online Basics................................................11
Section 2A: Uploading Docs........................................11Section 2B: Changing the View...................................13Section 2C: Sorting......................................................13Section 2D: Searching.................................................14Section 2E: Managing Notifications.............................14
Section 3: Online Sharing...............................................16Section 3A: Getting Started.........................................16Section 3B: Accessing Shared Files............................20Section 3C: Collaboration............................................21
Section 1C: Status Icons...............................................6Section 1D: Saving New Files.......................................8Section 1E: Unsyncing Folders.....................................9Section 1F: Getting Online..........................................10
Section 3D: Exiting and Stopping................................23
Section 5: Deleting Files.................................................27Section 5A: Deleting Files............................................27Section 5B: Recycle Bin & Recovering .......................28Section 5C: 2nd Stage Recycle Bin.............................29
Section 4: Other Online Options....................................24Section 4A: Downloading............................................24Section 4B: Moving......................................................25Section 3C: Copying....................................................27
Section 6: Accessing Previous Versions......................30Section 6A: Accessing Previous Versions...................30Section 6B: Restore.....................................................31Section 6C: Delete.......................................................31Section 6D: Open File..................................................32
Section 7: Create a New File Online...............................33Section 8: Email Attachments to OneDrive...................35Section 9: Create a Group/Shared Library.....................38
2. Click OneDrive in thenavigation pane on theleft side of the screen.
OneDrive
Section 1A: OneDrive Desktop - Downloading the App
1. Click the File ExplorerButton in the taskbar atthe bottom of the screen.
3. Type in your UK LinkBlueID email in the new window.Then click Sign In.
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5. Click Next in the new window.
OneDrive
Section 1A: OneDrive Desktop - Downloading the App
4. Type in your LinkBluepassword in the newwindow. Then click Sign In.
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6. Click the "X" in the upperright of the new window.
1. Click the Start buttonin the lower left cornerof your screen.
OneDrive
Section 1A: OneDrive Desktop - Downloading the App
7. If the download wassuccessful, your OneDriveIcon will now say OneDrive -University of Kentucky.
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Section 1B: OneDrive Desktop - Storage Sense
2. Click the Gear Icon toaccess the Settings menu.
4. Click Storage, in thenavigation pane on theleft side.
OneDrive
3. Click the Systembutton in the upper leftof the new window.
5. Click the On Button at the topof the screen under Storage.Then click on "ConfigureStorage Sense or run it now".
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Section 1B: OneDrive Desktop - Storage Sense
7. Under Temporary Files,click on the drop down menusto determine how long to keepfiles in the recycle bin, and ifyou want files removed fromyour Downloads folder.
OneDrive
6. Click the drop downmenu under Run StorageSense to determine whenyou want to run the scan.
8. Under Locally availablecloud content, click the dropdown menu to determinewhen you want files sent backto the cloud to free up spaceon your computer.
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Section 1B: OneDrive Desktop - Storage Sense
2. Open a file to get the whitecircle, with a green check. Thismeans you downloaded the fileto your computer, and StorageSense will place the file online ifit is not opened after thedetermined set of time. (Section 1B, Page 3)
1. The Cloud icon means thatyour file is being storedonline, and not taking upspace on your computer. Toaccess the file, you need tohave an internet connection.
OneDrive
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Section 1C: OneDrive Desktop - Status Icons
3. Right click on a file and selectAlways keep on this device.
5. Right click on a file, andselect Free up space tosend the file back to theinternet cloud.
4. The status icon will becomea green circle, with a whitecheck. This status means thatthe file is downloaded, andwill not be sent online byStorage Sense.
OneDrive
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Section 1C: OneDrive Desktop - Status Icons
2. Click Save As on theleft side of the screen.
OneDrive
3. Double click on OneDrive-University of Kentucky. You canthen save the file on yourOneDrive to the location desired.
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Section 1D: OneDrive Desktop - Saving New Files
1. Click File in the upper leftcorner of the new document.
2. Make sure the Accounttab is selected. Thenclick Choose folders.
OneDrive
1. Right Click on the OneDriveIcon in the File Explorer window.(Section 1A, step 1, page 1)Click on Settings.
3. Uncheck which folders youwant to keep online only, andhide on your desktop.
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Section 1E: OneDrive Desktop - Unsyncing Folders
1. Right Click on theOneDrive Icon in the FileExplorer Window (Section1A, step 1, page 1). Thenselect View Online.
OneDrive
4. Click the OK button in thelower right corner tocomplete the changes.
2. Enter your LinkBlue IDemail address in the newwindow. Then click Next.
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Section 1E: OneDrive Desktop - Unsyncing Folders
Section 1F: OneDrive Desktop - Getting Online
4. Click No when the newwindow appears.
OneDrive
3. Enter your LinkBlue password,and click Sign in.
1. Click Upload, and click Files.
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Section 1F: OneDrive Desktop - Getting Online
Section 2A: Online Basics - Uploading Docs
OneDrive
2. Locate the file in the FileExplorer window, and doubleclick on the file. You can also clickon the file, and then select open.
4. Click the Folder, andthen click Upload.
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Section 2A: Online Basics - Uploading Docs
3. Click Upload and select Folder toload a compilation of documents.
OneDrive
5. The Uploading status willbe in the upper right cornerof the screen.
1. Click the drop down menu nextto a column title, and then clickon the preferred sorting option.
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Section 2A: Online Basics - Uploading Docs
1. Click the View Options button inthe upper right corner to switchbetween the three options.
Section 2B: Online Basics - Changing the View
Section 2C: Online Basics - Sorting
OneDrive
1. Click in the Search enginein the upper left corner, andtype in keywords related tothe document.
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Section 2D: Online Basics - Searching
2. As you type, results withauto-populate. Click on thedocument to review thematerial.
Section 2E: Online Basics - Managing Notifications
1. Click on the Gear icon in theupper right corner of the screen.
OneDrive
2. Click OneDrive settings.
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3. Click Notifications in thenavigation pane on the left side.
Section 2E: Online Basics - Managing Notifications
4. Make sure all of theoptions are turned on to ensure you are being alerted toactivity in yourOneDrive.
2. Click Share in thenew menu.
OneDrive
5. Click OneDrive in theupper left corner to go backto your OneDrive.
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1. Place your mouse over thefile, and click on the three dotsto the right of the file name.
Section 2E: Online Basics - Managing Notifications
Section 3A: Online Sharing - Getting Started
5. Click the check next toAllow Editing to removethe ability of users tomake changes to the file.
OneDrive
3. Click the arrow to the rightof the Link settings to accessyour options.
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4. You can share with people inUniversity of Kentucky (1). Youcan also renew or remind people ofexisting access to a file (2).Finally, you can share with peopleoutside the University (3).
Section 3A: Online Sharing - Getting Started
8. Type the person's namein name field, and nameswill auto-populate. Click onthe appropriate user.
OneDrive
6. If Allow Editing isunchecked, you can also blockusers from downloading byclicking the button to the right.
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7. Click Apply to set the changes.
Section 3A: Online Sharing - Getting Started
11. Click Send to deliver an emailinvite to the file to the user.
OneDrive
9. Click on the X to the right ofthe user to remove them.
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10. You can also add amessage to be included in theemail that will be sent.
Section 3A: Online Sharing - Getting Started
12. Click Copy Link to paste a linkto the document in an email. ClickOutlook, and an email messagewill populate with a link to the file.
2. At the top of the screenthere will be two options.Shared with you list the filesthat you have been sent.Shared by you list those filesthat you have sent to others.
3. When a file isopened by someoneelse, you will receive anotification bothonline and via email.
OneDrive
1. Click Shared in the navigation paneon the left side of the screen.
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Section 3B: Online Sharing - Accessing Shared Files
1. Click on the user profile buttonin the upper right corner (eitheryour initials or a picture). Thenclick, Go to location.
OneDrive
4. To access the shared file,click on the file in the Sharedby You page (Steps 1-2).You can also click Open, inthe notification email.
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2. You will see a flag pop up inthe document that tells you werethe user is currently in the file.
Section 3B: Online Sharing - Accessing Shared Files
Section 3C: Online Sharing - Collaboration
5. If the user is not in the chatarea they will see this messageappear in the upper right corner.If they do not, have them performStep 3 to access the chat area.
4. Type your message in the textbox in the lower right corner ofthe screen.
OneDrive
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Section 3C: Online Sharing - Collaboration
3. Click on the user profile buttonin the upper right corner (eitheryour initials or a picture). Thenclick, Join group chat. A chatwindow will open on the right side.
6. All chat messages will appearon the right side of the screen.
2. Back in the Shared by youwindow (Section 3B, steps 1-2,Page 20), click on the three dotsto the right of the file name.Click Manage Access.
1. To leave the file, click on the"X" in the document's browsertab. You can also click on theOneDrive tab to navigate backto your OneDrive.
OneDrive
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Section 3D: Online Sharing - Exiting and Stopping
3. Click Stop Sharing in thenavigation pane on theright side of the screen.Then click stop sharing inthe new window to confirm.
3. In the navigation pane onthe left side of the FileExplorer window,choose thelocation where you want toplace the file.
OneDrive
1. Place your mouse over a file,and click on the three dots.
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2. Click Download in the newdrop down menu.
Section 4A: Other Online Options - Downloading
2. Click Move To.
OneDrive
4. Click Save in thelower right corner of theFile Explorer Window.
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Section 4A: Other Online Options - Downloading
Section 4B: Other Online Options - Moving
1. Place your mouse over a file,and click on the three dots.
3. On the navigation pane on theright side, click on YourOneDrive or the Shared Librarywhere you want to move the file.
OneDrive
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Section 4B: Other Online Options - Moving
4. Click on the folder whereyou want to move the file.
5. Click Move here to transferthe file to the chosen location.
2. Click Copy To. Thenrepeat steps 3-5 ofSection 4B (pg 26).
OneDrive
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Section 4C: Other Online Options - Copying
1. Place your mouse over a file,and click on the three dots.
Section 5A: Deleting Files
1. Place your mouse over a file,and click on the three dots.
2. Click Delete to removethe file and send it to theRecycle bin.
OneDrive
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Section 5A: Deleting Files
1. Click the Recycle Bin in thenavigation pane on the left side ofthe screen. Files, after deletion,will be stored here for 90 Days.
Section 5B: Deleting Files -Recycle Bin & Recovering Files
2. Click on the circle to theleft of the file name (1).Click Delete at the top leftto remove the file (2). ClickRestore to return the fileto your OneDrive (3).
OneDrive
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3. If you Restore a file, the file willbe sent to their original location,which can be seen to the right ofthe file in the Recycle Bin.
Section 5B: Deleting Files -Recycle Bin & Recovering Files
Section 5C: Deleting Files -2nd Stage Recycle Bin
1. Click Second-stage recyclebin at the bottom of the recyclebin to access files that have beendeleted from the recycle bin orpast the 90 day archival limit.To delete or restore repeatsSection 5B, steps 2 and 3.
OneDrive
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2. Click Version history.
Section 6A: Accessing Previous Versions
3. Locate the version youneed in the navigation paneon the right side of the screen. Place the mouse over the file,and click the three dots.
1. Place your mouse over a file,and click on the three dots.
OneDrive
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2. You will see a newversion of the documentgenerate when yourestore the file to itsprevious state.
Section 6B: Previous Versions - Restore
1. Select Delete Version toremove a previous version ofthe document from the list.
1. Click Restore to makethe chosen version of thedocument the default.
Section 6C: Previous Versions - Delete
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2. You will be promptedto open the file using thedesktop version of thesame Microsoft Product.
Section 6D: Previous Versions - Open File
3. Click Yes in the next windowto begin opening the file.
1. Click Open File.
4. At the top of the screen youwill see two buttons. Comparewill open a split screen for youto review the previous versionand the newest version. Restore will make the oldversion the newest version.
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5. You can also click File, andthen save this file with a newname to do a comparison ofthe versions.
Section 6D: Previous Versions - Open File
1. Click New in the upperleft hand corner.
Section 7: Create a New File Online
2. Chose the Microsoft applicationyou are wanting to use.
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3. Click Document at the topof the screen to type in yourfile name.
4. As you work on thedocument your file willsave automatically. Youcan see the saved status tothe right of the file name.
Section 7: Create a New File Online
5. Click Open in Desktop Appto start working in the versionthat is on your computer.Saving will have to be donemanually at this point.
1. Click on the waffle icon in theupper left corner of the screen.
OneDrive
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6. Click the "X" on thebrowser tab with thefile name to exit the file.You can also click theOneDrive tab to goback to your OneDrive.
Section 7: Create a New File Online
Section 8: Sending Email Attachmentsto Your OneDrive
2. Click the Outlook button.
4. Click Save to OneDrive tomove the file automatically.
OneDrive
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3. Locate the email, andplace your mouse over thefile. Click the arrow in thebottom right of the file.
Section 8: Sending Email Attachmentsto Your OneDrive
5. Click Save all to OneDriveto move all the attachmentsto an email rather thanselecting them indivdually.
7. Click the OneDrive button.
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6. After files are saved toOneDrive, click on the waffleicon in the upper left corner.
Section 8: Sending Email Attachmentsto Your OneDrive
8. Your files will be located in theAttachments folder. You can thenmove the files to their desiredlocation. (Section 4B, Page 4-5).
1. Click Create shared libraryin the navigation pane on theleft side of the screen.
3. Under Privacy settings,choose to make the grouppublic or private. This optionwill not be available until youfill in the Site name field.
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2. Give your group a nameunder the Site name field. Youwill see a verification below thefield if the name is available.
Section 9: Create a Group/Shared Library
4. Click Next at the bottomright of the screen.
6. Click Finish to create thegroup. Your new group/librarywill appear in your's and themember's shared library menu.
OneDrive
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5. Add owners and members onthe next screen. If they are inthe organization, their nameswill auto-populate. Click on thename once it appears.
Section 9: Create a Group/Shared Library
