Office 365 Account Transition Resources. How-to: Create a Backup. Sync Library Folder in OneDrive for. Business

Transcription

1 Office 365 Account Transition Resources How-to: Create a Backup Sync Library Folder in OneDrive for Business Office 365 Account Transition Resources 1

2 Overview To properly transfer documents from your UTPA / UTB OneDrive to your UTRGV OneDrive you will be required to utilize the OneDrive for Business client on your computer which works in a similar fashion to Dropbox and Google Drive. If you are running Office 2013, it should already be installed. The client can be opened by going to Start > All Programs > Microsoft Office 2013 > OneDrive for Business. Note: Windows 8 users can press the Window Key (left hand side of the keyboard near the spacebar) and begin typing OneDrive. CAUTION! Make sure you click the icon that reads OneDrive for Business Setting up UTPA / UTB OneDrive Note: You can skip this section if you are already using OneDrive for Business on your machine STEPS: 1. After launching the OneDrive for Business Client the following Window Appears Office 365 Account Transition Resources 2

3 2. Click on Sync Now. OneDrive for Business will now connect your computer to your OneDrive. 3. Once Completed, OneDrive will start to download a copy of everything in your UTPA / UTB OneDrive to your desktop computer. Back up UTPA / UTB OneDrive STEPS: 1. Now that there is a local copy of all your OneDrive files on your computer, these files will be moved into a backup folder. We can find our OneDrive folder easily by clicking on the Start Menu and then clicking our name in the upper right hand corner of the menu: Office 365 Account Transition Resources 3

4 2. This opens up the user profile folder where we can easily locate where OneDrive has saved all the files. Create a backup folder by right clicking anywhere within the Window showing your folders, select New, and click Folder. You can name the folder whatever you d like, for this example the folder name Backup Folder for OneDrive is used. Office 365 Account Transition Resources 4

5 3. Open your OneDrive UTPA / UTB folder, and select everything (Ctrl + A), copy (Ctrl + C), then navigate back to the backup folder you created and paste (Ctrl + P) your OneDrive contents into the backup folder. Move Files to UTRGV OneDrive STEPS: 1. Click the white triangle icon in the taskbar on the lower right hand corner of the screen. Office 365 Account Transition Resources 5

6 2. Right click on the OneDrive icon and select Stop syncing a folder 3. The default name OneDrive for Business or OneDrive UTPA / UTB should display in the window that appears, select it and click the Stop syncing button. 4. Click Yes on the dialog box asking for confirmation then click Ok 5. Click the white triangle icon again and right click on the OneDrive icon. 6. Choose Sync New Library 7. Open a web browser, navigate to utrgv.edu/ and login to your account 8. Click on the Office 365 Tiles icon in the upper left hand corner of the screen to display all the web apps. Office 365 Account Transition Resources 6

7 9. Click on OneDrive (note: If this is your first time going through these steps, Microsoft will take a few moments to setup your OneDrive for first time use) 10. Once you are logged in to your OneDrive click on the Sync button 11. After the Sync Window appears click the Sync Now button 12. After the setup is complete you can click Show My Files to have the UTRGV OneDrive window open. 13. You should now be able to copy the files from the backup folder into your UTRGV OneDrive. Office 365 Account Transition Resources 7

8 CAUTION: The OneDrive for Business client for Windows can only synchronize files up to a maximum size of 2 GB PER file. Exceeding this file size limit when syncing files can cause the sync process to fail. Additional Note: If you must sync files larger than 2GB in size, only move one file at a time into OneDrive. Avoid bundling it with other files you may be trying to transfer to reduce the risk of a sync error. Office 365 Account Transition Resources 8