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Microsoft Office 365 Installation Guide

Here are the instructions with links to each section. You may have already done some of this

so you can skip what you haven’t done.

Contents

Part I: Office Portal Setup ...................................................................................................................... 2

Part II: Install Office 2013 ....................................................................................................................... 4

Part III: Sign into Office 365 ................................................................................................................... 7

Part IV: Set Up OneDrive for Business ................................................................................................... 9

Part V: Set Up OneNote ....................................................................................................................... 11

Part VI: Set Up OneDrive (if you don’t have Office 365 or Office 2013) ....................................... 12

Part VII: Set Up OneNote (if you don’t have Office 365 or Office 2013) ...................................... 15

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Part I: Office Portal Setup

**Note** This only has to be done ONCE. IF you have already done this you can skip this

step. Most teachers have done this with me in PLCs.

1. Go to https://portal.office.com/ in any web browser.

2. Log in with your onmicrosoft username and password

Your username is in the following format: jdoe@frionaisd.onmicrosoft.com

3. In the Collaborate section, click Outlook

4. If the Time Zone message appears, make sure to set your timezone to Central Time,

then click Save

5. Your Outlook for your onmicrosoft account will appear.

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6. In the top left corner, click the icon with 9 little squares. The apps panel will open.

Click OneDrive

7. Click Next

8. Microsoft will set up your OneDrive, then give you the message that it is ready.

Click the arrow to access your OneDrive.

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Part II: Install Office 2013

Once the Portal is correctly configured you need to install Microsoft Office. ONLY do this

step if you are on your home computer. If you need Office 2013 on a school computer

please let us do it for you!

1. Go to https://portal.office.com/ in any web browser.

2. Log in with your onmicrosoft username and password

Your username is in the following format: jdoe@frionaisd.onmicrosoft.com

3. Click Install Now

4. You will need to run the downloaded file. This process will differ depending on

what browser you are using. If you use Chrome, simply click on the file on the

bottom bar of your screen

5. Office will prepare to install

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6. When the installation is complete. You will need to open Word and sign in using

your onmicrosoft username and password.

7. You will see a box welcoming you, as well as a notification come up that Office is

installing in the background:

8. Click Next on the Welcome box. Choose Use Recommended settings then click

Accept

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9. Click Next on the message about OneDrive, then choose a theme if you wish on

the next box. Click Next there as well

10. Here you can either go online to look at the new features or click No Thanks

11. Office will finish installing (this part could take a while depending on your Internet

connection speed)

12. When the installation is finished, you will see an All Done message. Click to close

this box.

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Part III: Sign into Office 365

1. Click Start All Programs Microsoft Office 2013. Note that there may be another

Microsoft Office folder. Make absolutely sure you choose the one that says Office

2013.

2. Click to open Word 2013.

3. In the top right corner choose Switch Account

4. Click Add Account

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5. Type your onmicrosoft e-mail address then click Next:

6. Type your password, then click Sign In

7. You will now be signed into Office. You will see your account in the top right

corner.

8. You can check your activation by doing the following (NOT Required):

a. Click Open Other Documents

b. Click Account

c. You should see Product Information with Manage Account as shown below:

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Part IV: Set Up OneDrive for Business

Note that this will ONLY work if you have Office 365 set up on your computer and you have

previously signed into one of the other Applications such as Word.

1. Click Start All Programs Microsoft Office 2013 OneDrive for Business

2. Click Sync Now

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3. Microsoft will sync your documents

4. Click Show My Files

5. Note that you will have a shortcut for OneDrive in your Favorites just like you have

for Dropbox. At this point OneDrive is set up and it works just like Dropbox.

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Part V: Set Up OneNote

1. Click Start All Programs Microsoft Office 2013 OneNote 2013

2. Click Sign In

3. Type your onmicrosoft username and password. Click Sign In

4. Once signed in you can now access your Notebooks. Don’t forget that you need

to save your notebooks in your OneDrive (easiest) or in your Dropbox (a bit more

complicated) to access them from anywhere.

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Part VI: Set Up OneDrive (if you don’t have Office 365 or Office 2013)

There are times that you may want to install OneDrive (and also OneNote – see below)

without installing the entire Office.

1. Go to https://onedrive.live.com/about/en-us/download/.

2. Download and install OneDrive for Business. (Make sure you download the

BUSINESS version, not the regular version:

3. Go to https://portal.office.com/ in any web browser.

4. Log in with your onmicrosoft username and password

Your username is in the following format: jdoe@frionaisd.onmicrosoft.com

5. In the Collaborate with Office Online section, click OneDrive

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6. Click ONE TIME in the address bar at the top of the screen. This should highlight the

entire link. If the whole address is not highlighted in blue you will have to try again:

7. Press Ctrl+C or place your mouse cursor on top of the blue highlighted text, right-

click and choose copy.

8. Click Start All Programs Microsoft Office 2013, then click OneDrive for Business.

9. In the box where it says Past your library URL here, either use Ctrl + X or right-click

and Paste to paste the link. Click Sync Now

10. Enter your onmicrosoft username, then click Next

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11. Type your password, then click Sign in

12. Microsoft will set up your account

13. Click Show My Files

14. Note that you will have a shortcut for OneDrive in your Favorites just like you have

for Dropbox. At this point OneDrive is set up and it works just like Dropbox.

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Part VII: Set Up OneNote (if you don’t have Office 365 or Office 2013)

Again, you may have need to access OneDrive without installing all of Office 2013. Make

sure you install OneDrive (instructions above) in order to access your online Notebooks

1. Install OneDrive for Business

2. Go to https://www.onenote.com/download. Download and install OneNote 2013.

3. Click Start All Programs Microsoft Office 2013, then click OneNote 2013

4. Click Sign In

5. Enter you onmicrosoft username and password

Note: If you can’t get your username and password to work here, just click the X to close the

box. Follow the instructions on the next page to get signed in.

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If you can’t get OneNote to sign in, follow these instructions.

1. As stated above, if your onmicrosoft won’t allow you to sign in, close the sign-in box

with the X in the top corner.

2. In the top right corner, click the little arrow to the right of your name

3. Click Switch Account

4. At the bottom click Add Account

5. Type your onmicrosoft username then click Next

6. Enter your password then click Sign In