Software

Office 365

Office 365

How to get the desktop version of Office 365 (Word and Excel)

Everyone here at eFileCabinet has access to Office 365 online. To access it, please sign on to https://www.office.com/

Once you are logged into office.com you can create new Word, Excel, or PowerPoint documents. Here are detailed instructions for doing this.

Once you have created your document, you can store it in Rubex and edit it using the Microsoft Office Addin for Rubex.

Requesting Microsoft Office Desktop Apps

If your position requires you to have Office Desktop Apps, you can request a license from IT by following this procedure:

Office 365

Microsoft Office 365 Instructions - How to Use Office 365 Online

Microsoft Office 365 Instructions


We are pleased to announce that everyone in the company now has their own Microsoft 365 account that can be used for all the online Microsoft Office apps within the Office 365 portal (not in the desktop applications). Found below are some steps that you can go through to use your own Microsoft 365 account within the web. 

There are also some walkthroughs on how to complete more common/necessary tasks while using Microsoft 365 including the following:

We hope this document will help clear up any confusion related to this new system.

Signing in and basic usage:


  1. Open a web browser and navigate to office365.com.

  2. Click on the “Sign in” option (example below). If the page you see is not the same as the page below, don’t worry! You should still be able to find a sign in option in the upper-right hand corner of the page. 


  1. On the sign in page, enter your company email address (example: tdavis@efilecabinet.com) and click Next.


  1. Enter your Microsoft Azure password (although this uses your company email address, it is not the same credentials for your Gmail account). If you don’t know what this means try using your computer password. If that doesn’t work or you still can’t login, please email ithelp@efilecabinet.com.



  1. Next, you will be brought to a window like the one below. For ease of access and so you don’t have to sign in every time, you can choose to stay signed in. You can also check the box for “Don’t show this again” if you would like. 


  1. You will then be brought to the Microsoft Office home page. Here, you can use any of the Microsoft Office apps while in the web page. Any documents that have been uploaded or saved to your account will appear here in your Microsoft Office home page (see instructions below for uploading files).


Create New Document/ View and Edit Documents

  2. To view and make changes to documents sent to you by someone else, follow these next three steps:

    1. Open the email that contains the file (be sure to follow safe guidelines for opening files - make sure the email is what you’re expecting and the email address is who email says it’s from)

    2. Download the file

    3. Upload file to office 365 (see steps 8-11)


Upload a File

  1. To upload a file that is on your computer or one that has been sent to you (see steps 7a-7c), you can click either the Upload option or Upload and Open option (both are highlighted in the two images below). 

  1. After navigating to where the file you want to work on in Office 365, click on it to select it and then click Open. 




  1. You should see a screen like the one below informing you that your file is being uploaded.


  1. You can now open the file (if you selected the upload option), or if you chose the upload and open option, your file will be opened and shown like the image below. 




Save a File

  1. To save a file, it’s the same process as you are used to:
    - Click File,then Save as
    - Choose a location and a name for the file, then hit Save.




Send a File

  1. To send the file you have been working on in Office 365, click File, Save as, then choose Download a Copy (this will download the file to your computer and will most likely save to your downloads folder). Click Download a Copy on the next window.




  1. Once the file is downloaded, you can attach it to an email as normal.

Additional Standard Office Help


For more standard Office 365 help see:
https://support.microsoft.com/en-us/office/get-started-with-office-for-the-web-in-microsoft-365-5622c7c9-721d-4b3d-8cb9-a7276c2470e5

Click the respective links at the bottom of the page (from the link above) for Word, Excel, Powerpoint, etc (on those instructions, you will want to make sure you have the “Web” tab selected). 

Office 365

How to sync Outlook with Gmail or Google Calendar

There are a couple ways to setup Outlook to use Gmail. Using Google Workspace Sync for Microsoft Outlook® (GWSMO) is the easiest way to do this. The other way to do this would be to manually setup IMAP in Gmail (not recommended). 

To install GWSMO please follow the steps below:

Office 365

How to set your alias as the default email address in Outlook

Office 365

Google Workspace Business Starter (Gsuite) to Office 365 Migration Plan

Potential Issues

Refer to this spreadsheet: https://docs.google.com/spreadsheets/d/1s3zNp5wq9b3-Xiue1eCx6h92JBn2RrzvwuOUwMxmGIY/edit?usp=sharing

Main Points
General Procedure / Steps
General Notes
Questions

LastPass

LastPass

LastPass Basic Training and Instructions

LastPass policy for eFileCabinet

Basic Features2022-06-21_13-13-47.png

Additional Benefits

Sharing

 

Best practices

Resources

 

How to install the Microsoft Store if it is missing from your computer

Explanation

Many computers here have been factory reset using Intune's "Fresh Restart" feature. This re-installs Windows and removes all bloatware and OEM installed software including the Microsoft store and other apps such as "Calculator" and "Photos". 

You do not need the Microsoft Store on your computer but if you would prefer to have it, please follow the following steps. 

Instructions

Adobe

Zoom

Zoom

Setting up and using Zoom

Zoom user types

Everyone here at eFileCabinet has a Zoom account with a "Basic" or "Licensed" account type. You can find your user type on your Profile page.

Basic User
Licensed User

If you are a Basic user and you need to be a Licensed user, please submit a ticket to IT.

Signing into Zoom

To sign into Zoom go to zoom.us and click on the login link. Sign in using the "Google" icon.

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Installing and using the Zoom plugin to Google Calendar

Zoom has created an add-on to make adding Zoom meetings to calendar items easier. If you would like to use this go to your Google calendar page and click on the plus icon on the very right of the page.

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Find the Zoom add-on and click on it to install it. Follow the prompts to provide the necessary permissions.

2022-08-01_11-55-49.png

When you create a calendar event you will see an "Add video conferencing" link. Click the dropdown for that and select "Zoom Meeting."

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Org chart Test

Sonicwall VPN

Sonicwall VPN

Installing and using VPN to connect to company network

Prerequisites

How to install VPN

How to connect to VPN for the first time

Rotating Shared Key

Rubex

Rubex

Running Rubex on a Mac

If you try to open Rubex on a Mac you will get the following error:

image.png

In order to open the software, you will need to find Rubex in your applications folder. Press "Ctrl" while you left click on the Rubex app. A dialog box will open as shown below. Click on "Open".

image.png

A popup will show on the screen as shown below. Click on "Open". This will add a security exemption to Rubex.

image.png

Rubex

Bulk Renaming files (and moving into subfolderds) for upload into Revver

Rough steps:

Export file list into a spreadsheet
Download Bulk Rename Utility
Download f2 Renamer

Bookstack Training

Bookstack Training

Automated diagram types you can create here in BookStack

You can easily do diagrams in BookStack by clicking the "..." next to the graphic icon and selecting "Insert / Edit Drawing".




Bookstack Training

How to create a diagram or flowchart here in BookStack

BookStack has diagrams.net built into it. You can easily create, save and share diagrams all within BookStack


Bookstack Training

General Bookstack overview and Training

Default Permissions

By default, all Revverers have edit permissions (note; this is a recent change; previously everyone was a view by default). Having edit permissions give you the ability to create, access, and edit all Books, Chapters and Pages, UNLESS restrictions have been added.

Restricting permissions for Books / Chapters / Pages

By default, any Book, Chapter, or Page you create will be viewable and editable by anyone in the company. If you need to add restrictions please follow this process:

  1. Find out what Stack, Book, or Chapter you would like to change the permissions to. (By default, all Stacks have an Admin role assigned to it)
  2. Slack McKay or open a ticket at ithelp@revverdocs.com and specify which Stack, Book, or Chapter you wish to be an admin for. 
  3. Once you have been added to a group, you can change permissions to be restricted to that (or other) groups.
  4. MAKE SURE THAT YOU DO NOT UNCHECK INHERIT DEFAULTS UNTIL YOU HAVE ADDED PERMISSIONS THAT YOU ARE A MEMBER OF. If you do uncheck this box before adding additional permissions you will lose access.
  5. See the graphic below for examples of how you could set permissions.

  6. image.png

The Search bar is your best friend

See the search bar at the top of this screen? 

image.png

This is easily the simplest and quickest way to find pages. Here are some examples you could look for:

Where to put private/personal pages?

The purpose of having an internal wiki like this is to share data with colleagues. While it is technically possible to create a private page (you would have to create a group and be the only one added to it) at this time it probably makes more sense to put personal documentation in Google Docs. Personal pages may become a feature of future Bookstack editions but you should not plan on this happening.

Features that you may not know about

Revision History

If you ever need to revert changes to a page, Bookstack allows you to view and revert back to any previous version of the page. To do this, click on the revision link in the upper right hand corner.

image.png

Once you are on the revisions page you can view or revert back to any previous version of the Page.

image.png

Diagrams and Drawings

Within Bookstack you can create and edit diagrams and drawings. To do this, click on the ... in the WYSIWYG editor and select the drawing icon. 

image.png

Once you are in the diagram edit page, you can create a diagram and save it. Once saved, it will be inserted into the Page.

image.png

Find more information about diagrams here.

Bookstack uses https://app.diagrams.net/ for diagrams. If you simply need to just create a diagram and don't necessarily need to share it in Bookstack, you can go to https://app.diagrams.net/ and create the diagram there. You can export or save the diagram in Google Drive or OneDrive.

Code Block

In the WYSIWYG editor you can embed a code block. The embedder allows you to select the language for color formatting.

image.png

import antigravity

def tell_joke():
    joke = """
    Why do programmers prefer dark mode?
    Because light attracts bugs!
    """
    print(joke)

if __name__ == "__main__":
    tell_joke()

Bookstack uses headers for easier navigation. If you need to share a specific section of your documentation, you can click on the header and copy that URL. So instead of sharing this:

https://internal.revverdocs.com/books/software/page/general-bookstack-overview-and-training 

You could share this:

https://internal.revverdocs.com/books/software/page/general-bookstack-overview-and-training#bkmrk-sharing-link-to-spec 

Exporting Pages

At the bottom right of the page there is an option to export a Book, Chapter, or Page.

image.png

This can be an extremely useful feature especially if you need to send documentation to people outside of the company. 

Markdown Editor

If you enjoy torturing yourself, you can use markdown instead of the WYSIWYG editor. To do this just click on hamburger dot menu at the top of the page. Be aware that the change applies to EVERYONE for that page. The change can easily be reverted back however.

image.png

Sort or Move pages

On the right menu of a Book, Chapter, or Page, you have the ability to "Move" and sort items.

image.png

Google

Google

Gmail - Grant access to your account (Delegate and collaborate on email)

Gmail gives you the option to allow other people to manage your email account and send and receive emails as you. Another name for this is a Shared Inbox.

Setting up Email Delegation (this will allow someone else to send and receive emails as you)

Using Email Delegation setup on your account

More info on delegate access:
Google

How to configure Gmail to use your Revver email alias

Please do NOT use your alias before the official launch day

Everyone has already been setup with a @revverdocs.com email alias. Before you can use this you will need to configure Gmail to use this. 

Don't forget to update your email signature

You can find the instructions for how to do that here.

A note about additional aliases

Some of you may have had additional aliases setup. For example, some of you might have had an @efilecabinet.NET alias or something similar. Some email groups also had aliases associated with them. I have done my best to look for all aliases and make an equivalent @revverdocs.com alias. It is possible that I may have missed some. If you find that you need an additional @revverdocs.com alias setup for you, please submit a ticket at https://ithelp.efilecabinet.com/

 

Google

How to add or remove members of and email (Google) group

Email group managers and owners can add or remove members to the group they manage. 

Windows OS

Windows OS

Upgrading from Windows 10 to Windows 11

We are currently (2022 Q4) in the testing phase of Windows 11. While our company is currently using Windows 10 as our official operating system, employees now have the option to upgrade to Windows 11. 

Here are some things to keep in mind before upgrading to Windows 11:

Is upgrading to Windows 11 required?

No. This upgrade is completely optional. End of Life for Windows 10 is on October 14, 2025. At that time, and possibly before, upgrading to Windows 11 will be required. Until that time you have the option to use the version of Windows that you prefer as long as security updates are being installed.

How to upgrade to Windows 11

Org chart Technology

Online Services

Online Services

ChatBot (Integration for LiveChat)

ChatBot is an integration for LiveChat that allows automating of LiveChat chats. 

Making Changes

To make changes to ChatBot you will need to become an admin. To become an admin please submit a ticket to ithelp.efilecabinet.com and request admin access for ChatBot.

Docusign Integration

Docusign Integration

Utopia Docusign Integration

it@efilecabinet.com is the docusign account under which the production integration is managed.

The password is in last pass and Quinn and Bryce at the very least should have the password on hand, though you will probably need to bug someone in IT because it@efilecabinet.com will likely be sent an email when you attempt to log in the first time on a new device.

You need to log in to https://account.docusign.com/ (not developers.docusign.com).
You then need to go to your 'Settings' tab and then to the 'Apps and Keys' section.

Intune

Intune

Packaging the Revver MSI for deployment via Intune

Update:

2024-02-27 - I tried this again and realistically, until we package the Revver file differently, I just don't think this is ever going to work.

These are general instructions for installing Revver via Intune. Before proceeding you should have some familiarity with adding a Win32 app to Intune. You will also need to know how to use the Microsoft Win32 Content Prep Tool.

IMPORTANT

This is a general guide for the basic steps. It is likely that file names and locations may change over time. The following steps will need to be done on a Windows computer.

Here are the basic resources you should be familiar with before continuing:

Win32 app management in Microsoft Intune
Prepare Win32 app content for upload
Microsoft Win32 Content Prep Tool

Download the necessary files
Prepare the Revver file using the Content Prep Tool
Add the newly created file to Intune

Alternate Method - Powershell script to download and install 

$fileLocation = "C:\Windows\Temp"
$fileName = "RubexInstaller.exe"
$url = "https://account.revverdocs.net/ClientApplicationInstallers/Windows/RubexInstaller.exe"
$outpath = "$fileLocation/$fileName"
Invoke-WebRequest -Uri $url -OutFile $outpath


"$fileLocation\$fileName"


# Arguments q = quiet h = hide dialog
$args = "/q /h /npf"
Start-Process -Filepath "$fileLocation/$fileName" -ArgumentList $args

Verification

"C:\Program Files (x86)\eFileCabinet, Inc\Rubex\Rubex.exe"