Office 365 provides the productivity tools required by a modern enterprise workforce. This guide covers key details, including available applications, system requirements, and subscription options.

For just about any enterprise of any size, the productivity of its modern workforce revolves around the basic office suite of email, calendar, word processor, and spreadsheet. But as the enterprise workforce has become more mobile, the basic productivity toolset has had to adapt and change to match new requirements. This is why Microsoft updated Office 365 to be a mobile collaborative platform ready to get work done wherever and whenever it happens.

Microsoft Office 365 is the de facto productivity suite for many enterprises and it is the suite all the other competitors are measured against. So as a leader in information technology for your enterprise, it’s in your best interest to know everything there is to know about Office 365. To help you achieve that goal, TechRepublic compiled the most important details and related resources on Microsoft Office 365 into this “living” guide, which we’ll periodically update as new information becomes available.

Executive summary

What is it? Microsoft Office 365 provides users with the basic productivity applications necessary to get work done in the modern enterprise. It includes applications like Word, Excel, Outlook, PowerPoint, OneNote, and OneDrive, just to name a few.

Why does it matter? As the standard for productivity suites, competing products are generally measured against applications from the Office 365 suite.

Who does it affect? In the modern mobile-centric enterprise, Office 365 provides the tools used to get work done. This makes Office 365 important to just about every working individual.

When is it available? The latest version of Microsoft Office 365 is available right now. The current subscription includes Office 2016 applications.

How do you get it? Enterprises can purchase a subscription to Office 365 via the Microsoft website. Subscriptions range from $8/user/month to $35/user/month.

What is it?

Microsoft Office 365 is a subscription service that provides users with the basic productivity applications necessary to get work done in the modern enterprise. Productivity applications include, but are not limited to, a word processor, a spreadsheet, an email client, a calendar, and a presentation application.

As an example, a Business Premium subscription to Office 365 ($12.50 per person per month) includes these applications:

Word: This app sets the standard for word processors and is available with Office 365 for both Business and Premium. If users in your enterprise need to create documents, this is the tool they will use.

Excel: The spreadsheet has been the workhorse for basic data analysis since its invention back in the previous century. Excel is the current standard-bearer and comes with Office 365 for Business and Premium.

Outlook: Office 365’s solution for managing email and an appointment calendar is called Outlook. The app has been around for many years and its busy interface tends to be either loved or hated by users. It’s available with both the Business and Premium subscriptions.

PowerPoint: Communicating information to a group of individuals at a meeting often involves a presentation. Office 365’s PowerPoint allows users to create, display, and disseminate information in formats ranging from the basic slide to animation to video.

Publisher: Sometimes communicating information to a broader audience requires something more permanent and more formal than a presentation at a meeting. The Publisher app in Office 365 provides users with the tools they need to publish professional-looking newsletters, brochures, and booklets.

OneNote: As the workforce has become more mobile, the need to capture information on the go has become increasingly important. Applications like OneNote allow users to take notes on any device and then retrieve those notes from any other device. It’s your basic productivity cloud app.

OneDrive: The other basic and fundamental cloud-based application is storage. With each Office 365 Business subscription, Microsoft provides users with up to 1TB of cloud storage in the form of an application called OneDrive for Business.

SharePoint: A subscription to Office 365 Business Premium also provides an enterprise with a few applications for backend infrastructure management. SharePoint, for example, can be used to host intranet websites for the enterprise. It also can be used to host smaller sites designed for smaller teams or divisions. The permissions for these sites can be designated by the users themselves or by appointed administrators.

Exchange: Each Office 365 for Business subscription includes an Exchange Server, which handles all the email management duties. By default, each user is granted 50GB of storage for email. Maintenance of the Exchange Server is generally handled at the administrator level.

Collaboration tools: Along with the typical productivity applications, Office 365 includes many collaboration tools—like Delve, Skype, Yammer, and Sway. These tools allow users to communicate, brainstorm ideas, share documents, and have video meetings while on the go.

Power BI: One of the most powerful tools any enterprise can have, regardless of size, is reliable business intelligence gathering applications. Office 365 for Business, through its Power BI application, provides enterprises with a set of tools for collecting, sorting, and presenting business intelligence data.

Infrastructure: All Office 365 subscriptions include a reliability guarantee of 99.9% uptime. In addition, permissions for internal access control are handled by administrators designated by the enterprise using tools supplied by Active Directory. Each Office 365 subscription includes five layers of security and proactive monitoring to help safeguard your data.

System requirements

• CPU: 1GHz or faster
• Memory: 2GB RAM
• Hard drive: 3GB of available space (6GB for Mac)
• Display: 1280 X 800 screen resolution
• Operating system: PC-Windows 7, 8, or 10. Mac-Mac OS X 10.10
• Connectivity: Internet connection

Why does it matter?

Collaboration and communication are the key components of productivity in the modern enterprise, and productivity is the lifeblood of the enterprise. Microsoft Office 365 provides the tools necessary to bring collaboration and communication—and by extension, productivity—to each individual in an enterprise.

For many companies, Office 365 is the de facto standard for productivity software. The performance of all competing products is generally measured against applications from the Office 365 suite.

Who does it affect?

Just about every knowledge worker in every enterprise is required to have an email account and a calendar application. Beyond that, most individuals in an enterprise will need to use, at least once in a while, a word processor. And a significant number of individuals in an enterprise will also find themselves needing to use presentation software or a spreadsheet at some point in their career.

These are the productivity tools of any enterprise. These are the tools used to get work done. That means Office 365 is important to just about every working individual.

When is it available?

Microsoft Office 365 is available right now. The current subscription includes applications updated to the Office 2016 versions. Of course, the key to the subscription model is that each user will always be using the most current and most secure version of each application because each application is continuously updated.

How do you get it?

Enterprises with fewer than 300 users can purchase a subscription to Office 365 and download the appropriate applications via the Microsoft website. The Premium version costs $12.50 per user per month ($150/year). There are also versions of Office 365 available for individuals ($69.99/year) and households ($99.99/year).

For large enterprises, unlimited user versions of Office 365 are available, ranging from $12 per person per month to $35 per person per month. Each subscription caters to a particular type of enterprise. More expensive enterprise versions of Office 365 add features like voicemail, compliance auditing, rights management, encryption, and Advanced Threat Protection.

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Microsoft made several new updates to Office 365 in February, including the addition of six useful functions for Excel.

When it comes to general updates to Microsoft Office 365, February 2016 was a fairly significant month. Microsoft rolled out numerous improvements to Office 365, like better pen annotation integration, the ability to pin documents to the Start menu, a new feature that allows images to be inserted into documents directly from the camera, and the best—adding more functions to Excel.

Six new functions

Using, combining, and creating formulas in Microsoft Excel is where true Excel gurus separate themselves from the pretenders and wannabes. For an Excel aficionado, the satisfaction of creating the perfect nested formula is second to none when it comes to Excel coding. So when Microsoft adds six new functions to Excel in one month it is a very big deal.

Of course, while there is great satisfaction when you figure out the perfect formula, a certain amount of despair also goes with it—because now you have to apply that complicated nested formula over and over again. This is where the six new functions are supposed to help.

The first updated functions are TEXTJOIN and CONCAT, and they are replacements for the old concatenate function, which gave the user the power to join strings of separate text into one cell. This comes up with addresses all the time—a common task for spreadsheets since they were invented.

In the past, the formula would look something like this:

=CONCATENATE(A3, “, “, B3, “, “, C3,”, “, D3, “, “, E3)

With the new TEXTJOIN formula, the same process would look something like this:

=TEXTJOIN(“, “, TRUE, A3:E3)

This is just one example of how these new functions are designed to simplify users’ lives when it comes to advanced Excel tasks.

The next two new functions are IFS and SWITCH, which provide an alternative to using the infamous series of nested IF functions. The old IF function was the mainstay for Excel coders looking to apply logic to sets of data. You know what I mean: If this is larger than this, than this; but if it is larger than this but less than that, then this, etc. The more nested IF functions the more complicated the formula and the more likely you are to make a mistake.

The last two new functions are MAXIFS and MINIFS. They are designed to supplement the MAX and MIN functions by allowing users to apply conditions to the maximum and minimum calculations and thereby filter results. In the past you may have had to use the IF function to create your filtered conditions. These new functions eliminate the need and make your life just that much simpler.

Bottom line

When Microsoft began trying to convince us that subscribing to Office 365 was a better idea than repurchasing new versions every few years, the ability to update the productivity suite regularly at no extra cost was one of the main selling points. As the new six functions illustrate, that was not a false promise.

These functions are just the tip of the iceberg when it comes to Office 365 improvements. However, the problem with continuous updates to the software is that users have to try to keep up.

Even though there are some users out there who will keep using nested IF functions no matter what improvements come along, for example. But for the rest of us, it would seem to be worthwhile to pay attention to whatever improvements Microsoft rolls out each month. Because for better or worse, changes to Office 365 are going to keep coming.

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Microsoft is activating Yammer for every Office 365 subscription. But is this one collaboration tool too many?

On February 2, 2016, Kirk Koenigsbauer announced in the official Microsoft Office 365 blog that Yammer is now being activated for every eligible Office 365 subscription. In a nutshell, that means Yammer is going to be another app on the Office 365 app list unless an admin specifically turns off access. Your enterprise should plan accordingly.

Yammer

For those of you unfamiliar with the product, Yammer bills itself as an enterprise internal social network. It mixes the typical chat messenger application with collaboration tools available in Office 365.

Similar to the Delve tool we looked at last week, Yammer can serve as the central hub for team collaboration. From within a Yammer discussion, teams can set up meeting appointments using Outlook, switch to a full-fledged Skype for Business video meeting, and access OneDrive for Business to create collaborative documents.

The initial rollout of Yammer took place on February 2, 2016; the rest of the rollout will take place in stages. The next release is March 1, 2016, and the last is April 1, 2016. According to the blog post, the first wave is for “Office 365 customers with a business subscription who purchased fewer than 150 licenses that includes Yammer and who have zero or one custom domains for Yammer.”

The second wave is for “Office 365 customers with a business subscription who purchased fewer than 5,000 licenses that includes Yammer.” Customers with an education subscription are not included.

The final wave is for “remaining customers with a business subscription and all customers with an education subscription.” For subscribers who have never had a Yammer account, the rollout will take place last, in April. Alas, that is the wave I’ll have to wait for.

Collaboration

Yammer is the latest, and perhaps the last, major teamwork collaboration app to be added to Office 365. In Microsoft’s vision of a mobile-first, cloud-first enterprise, teams collaborate across distances using shared documents, video conferencing, and applications that tie it all together in one virtual location.

With the addition of Yammer, Microsoft is offering several tools teams can use to manage and organize their collaboration activities. Teams can use Yammer, Delve, Groups, Sites, SharePoint, and OneNote to manage their shared conversations and documents across the enterprise. One of those tools should be able to satisfy even the most persnickety of teams.

Bottom line

But then again, that may be where we run into problems. One could argue that there are too many collaboration tools available in Microsoft Office 365. While all these wonderful choices may seem good at first glance, it is possible that subscribers may become overwhelmed.

Microsoft’s idea that teams can choose the best tool for them or for the project they are working on sounds all well and good, but it does still require someone to make an important initial decision. For some people, making a decision that will affect a project from start to finish can be a daunting task.

In the long run, it may be beneficial for organizations to establish guidelines for when each of the collaboration tools works best. They may even decide to block some of the tools from use altogether in favor of a recommended best practice.

Having myriad collaboration tools is generally a good thing, but it might help move things along if the enterprise establishes some well thought out guidelines.

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Next year will mark the first full year of release for Microsoft’s new OS. A look at what’s in store for Windows 10 next year.

Windows 10 was described as the “last version of Windows” – an OS that would evolve over time rather than be superceded.

In the few months since Windows 10’s launch Microsoft says it has been installed on more than 110 million devices. But just what lies in store for the OS in 2016, how will it get better and what new devices will it find its way onto?

1. Windows 10 will begin automatically installing on your old machine

Windows 10 is available as a free upgrade to Windows 7 and 8.1 users and Microsoft is getting increasingly aggressive about moving these users to the new OS.

From next year Windows 10 will automatically begin installing on most Windows 7 and 8.1 machines.

Users will still need to confirm the installation manually for it to continue. However, if they choose not to proceed it’s unclear if they can cancel it altogether, with Jeremy Korst, general manager of the Windows and Devices team at Microsoft, saying only that “the customer will have the ability to delay it for some period”.

If users do upgrade but don’t like Windows 10 they will have 31 days to roll back to their previous OS.

The automatic installation, the result of Microsoft changing the status of the Windows 10 upgrade to a Recommended update, will be preceded by increasingly insistent nag messages to upgrade. These notices are already being shown to some Windows users and have been criticised for not offering an easy opt-out.

2. Microsoft Edge will get extensions

Windows 10 launched with Microsoft Edge, a new browser that cast off a lot of the legacy code holding Internet Explorer back.

However, while speedy and capable on paper, the browser suffers from its share of bugs and is missing support for extensions, a key feature found in competitors such as Chrome and Firefox.

Microsoft will rectify this omission “early next year” when Korst said it will add extensions to Edge in test builds of Windows 10, ahead of being made generally available.

Extensions are small software programs, typically written using HTML, CSS and JavaScript, that augment the functionality of a browser.

Earlier this month, Microsoft accidentally published a website announcing the introduction of extensions to test builds of Windows 10. The site, which was taken down, referenced extensions for Pinterest and Reddit.

Microsoft originally planned to add support for extensions to Edge this year.

3. Windows 10 will blur the virtual and real world

Microsoft’s Windows 10-powered augmented reality headset HoloLens will ship to developers in the first quarter of 2016.

The augmented reality headset places 3D virtual images in the wearer’s vision so that they appear part of the real world – for instance, a Minecraft landscape sits on a coffee table or a Skype video sits on the wall.

After trying a demo of the headset this week, TechRepublic senior writer Dan Patterson said that though the headset had a limited “field of vision”, “the 3D animations are smooth, easy to interactive with, and result in only marginal eyestrain”.

The HoloLens doesn’t come cheap, with the developer kit priced at $3,000 – although Microsoft says this early release is meant for developers and commercial customers.

Although HoloLens has obvious consumer and gaming uses, Microsoft is stressing its use for business and is working with NASA, AutoDesk, Volvo, Dassault Aviation, Case Western Reserve University, and other large organisations to develop applications for it.

4. More security for enterprise

The coming year will also see some notable new features added to the enterprise version of Windows 10.

Key among these additions is Enterprise Data Protection, which will allow companies to separate work and personal data on devices using containerisation file techniques. It will also encrypt data as it moves around the organisation – helping to ensure that information isn’t accessed by the wrong people.

The feature will be rolled out to people testing Windows under the Insider Program “early next year”.

5. Testers will get a peek at even earlier builds

Those testing early releases of Windows 10 under the Windows Insider Program will be able to get earlier access to new features from January next year.

Those who choose to be in the “fast” ring of the Insider Program will receive builds of Windows 10 more frequently in 2016, according to Microsoft VP Gabe Aul.

The price of testers getting their hands on early builds more regularly will be that this software will likely include more bugs, he said. Those testers who prefer stability to early access should opt for the “slow” ring, he said.

6. Cortana will be everywhere

Microsoft is planning a major upgrade to Windows 10, codenamed Redstone, next year – with reports the upgrade will put Microsoft’s virtual assistant Cortana at the core of the OS.

An unnamed source told The Verge the new Cortana will help users with a much wider range of tasks inside Windows 10, appearing contextually in documents to provide “information and assistance” and giving Cortana control over a wider range of notifications.

The other major upgrade to Cortana will reportedly be an ability to start a task on one device and pick it up on another, for instance if you get a missed call on an Android phone running the Cortana app you could reply from your Windows 10 PC via text.

7. Microsoft doubles down on Windows 10 phones as desktops

A much touted feature of Windows 10 is its ability to run a desktop OS from a phone.

Microsoft’s new Lumia 950 and 950XL handsets can – wirelessly or via a dock – be hooked up to a monitor, mouse and keyboard and used to run a Windows desktop.

The Windows 10 OS can change the look and feel of certain apps, as well as its own appearance, to suit the phone or the desktop, as well as coping with everyday desktop tasks, such as multitasking and copying files from a USB stick.

The expectation is that Microsoft will further commit to this idea of using your phone as a desktop in 2016, with rumours that Panos Panay and the team behind the high-end Surface Book laptop are working on a Surface Phone that will release next year.

8. No more free upgrade

Windows 10 is available as a free upgrade to everyone running Windows 7 or 8.1 but only for a limited time.

The offer of a free upgrade will expire on 29 July 2016 – after which point it seems that users will have to buy a Windows 10 licence.

However, due to the in-your-face tactics that Microsoft is adopting to persuade people to upgrade, it seems unlikely that Windows 7 and 8.1 users will inadvertently miss out on the offer.

9. Windows 10 replaces its predecessors on new PCs

If you’re not a fan of Windows 10 then you should buy a new PC before October.

From the end of October 2016, PC makers will have to sell new machines with Windows 10, rather than Windows 7 or 8.1.

After that point businesses that want to run older Windows versions on new machines will have to rely on downgrade rights or software assurance rights under volume license agreements.

10. Windows 10 Surface Hub arrives

From January 2016 Windows 10 will power another new piece of hardware,Microsoft’s touchscreen computer the Surface Hub.

The successor to its large-screen Perceptive Pixel displays, the Surface Hub will run a custom version of Windows 10 and various apps needed for workplace communication and collaboration, including OneNote, Skype for Business and Office.

The 55-inch, Intel Core i5-based Surface Hub model will sell for $6,999 (estimated retail price), and the Intel Core i7-based 84-inch version for $19,999 ERP.

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Microsoft’s latest OS is proving more attractive to firms than Windows 8 – particularly among larger businesses.

Businesses are proving far more willing to experiment with Windows 10 than they were with Windows 8.

Six months after Windows 10’s launch nearly one in five firms, 18 percent, appear to be testing the OS, research by professional IT network Spiceworks found. In contrast, at the same point after Windows 8’s release, the OS was only being trialled by just over nine percent of businesses.

The anonymised data on what proportion of firms are using at least one Windows 10 machine was gathered from the millions of IT pros that use its software. Spiceworks says businesses of all sizes use the software to inventory devices connected to their networks.

This faster pace of enterprise adoption is backed up by figures from IT asset management company Samanage, told that 62.4 percent of its enterprise customers have at least one managed PC running Windows 10. These are sizeable businesses, with each of Samanage’s enterprise customers having an average of more than 1,000 seats. Microsoft also claims that 76 percent of its enterprise customers are piloting its new OS.

“Our data shows that IT pros were most excited about the return of the familiar start button experience in Windows 10, which reduces the need for end-user training required for Windows 8,” said Peter Tsai, IT analyst at Spiceworks in his assessment of why the new OS is proving more popular than Windows 8.

“Many IT pros also liked the free upgrade offer via Windows Update, which makes it easy for many to test the new OS. And lastly, they were looking forward to new security features that promise to make Windows 10 a more secure operating system than previous versions.”

Windows 10 is benefiting from a comparison to an unpopular OS, demand for Windows 8 was so weak that analyst firm Canalys warned in 2014 that “Microsoft risks losing momentum unless it does something drastic to turn its Windows business around”.

And while a significant proportion of businesses may be experimenting with Windows 10, it is likely to be some time before a large number move to the OS, as business typically lag behind consumers due to the complexity of managing such upgrades at scale. Of those firms testing Windows 10, about 40 percent have three or more devices running the OS, according to Spiceworks’ data.

Medium and large businesses were the most likely to have at least one Windows 10 machine Spiceworks found – with 31 percent of firms with more than 500 people trialling the OS, compared to 10 percent of companies with 50 employees or fewer.

“We also know from many conversations with IT pros that smaller companies tend to have fewer resources for OS migration, so many SMBs could be holding off on Windows 10 until they have the time and manpower to adequately test the OS for hardware and application compatibility,” said Tsai.

Last year, half of the 500 IT pros surveyed by Spiceworks expressed an interest in adopting Windows 10 inside their business.

Microsoft’s decision to phase out support for Windows 7 and 8 on new PC hardware will also put pressure on businesses not to downgrade new Windows 10 machines to an earlier OS, as has been common in the past in order to standardize corporate hardware.

Microsoft is also reporting rapid adoption of Windows 10 by home users, with more than 200 million devices worldwide running the OS.

The popularity of the OS may, in part, be a result of Microsoft’s tactics to get consumers to upgrade. This aggressive approach includes recently implementing changes that will trigger the free upgrade to Windows 10 to begin automatically installing on many Windows 7 and Windows 8.1 PCs used in homes. Microsoft is making this push as part of its drive to get one billion devices running Windows 10 by 2018.

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In a change to its longstanding support policy, Microsoft says PCs based on new CPU architectures, including Intel’s Skylake chips, will require Windows 10. A list of preferred systems will support older Windows versions on new hardware, but only for 18 months.

Enterprise customers are still the bulwark of Microsoft’s Windows business, in both the client and server segments.

Historically, those customers have also been among the most conservative, lagging years behind the latest releases of an operating system release. Those practices have been encouraged by Microsoft’s support lifecycle, which offers a generous ten years of support for each Windows release.

Effective today, that policy is changing in a subtle but significant way, with the addition of new hardware requirements for support of pre-Windows 10 releases. The company’s also publishing a preferred list of systems that will receive special attention for updates and support.

Yes, Windows 7 (currently in the Extended support phase) will continue to receive updates until January 14, 2020, and Windows 8.1 will be supported until January 10, 2023. But in a series of “clarifications” to its support policy today, the company announced that support for those older Windows versions will be available only for “previous generations of silicon.”

Going forward, as new silicon generations are introduced, they will require the latest Windows platform at that time for support… Windows 10 will be the only supported Windows platform on Intel’s upcoming “Kaby Lake” silicon, Qualcomm’s upcoming “8996” silicon, and AMD’s upcoming “Bristol Ridge” silicon.

The policy will be phased in beginning with systems based on Intel’s new 6th-generation CPUs (code-named Skylake), which debuted a few months ago. New consumer-based Skylake devices must run Windows 10 to be supported.

For enterprise customers that want to buy “future proof” new hardware based on Skylake processors running older Windows versions, Microsoft will publish “a list of specific new Skylake devices we will support to run Windows 7 and Windows 8.1.” That support will run for a period 18 months, until July 17, 2017, after which those enterprise customers will be expected to upgrade to Windows 10.

Examples of systems that will be on the initial release of the list include Dell’s Latitude 12, Latitude 13 7000 Ultrabook, and XPS 13; HP’s EliteBook Folio, EliteBook 1040 G3; and Lenovo’s ThinkPad T460s, X1 Carbon, and P70 models.

The list will continue to be updated, Microsoft says.

Any machine that earns a place on the elite enterprise support list will get very special treatment indeed, with the idea being to reassure corporate customers that these models are especially likely to perform well on Windows 10 in the new era of continuous updates:

For the listed systems, along with our OEM partners, we will perform special testing to help future proof customers’ investments, ensure regular validation of Windows Updates with the intent of reducing potential regressions including security concerns, and ensure all drivers will be on Windows Update with published BIOS/UEFI upgrading tools, which will help unlock the security and power management benefits of Windows 10 once the systems are upgraded.

These models also get special treatment for enterprises that are still planning their Windows 10 migration, with an 18-month grace period where the older OS versions are fully supported.

Through July 17, 2017, Skylake devices on the supported list will also be supported with Windows 7 and 8.1. During the 18-month support period, these systems should be upgraded to Windows 10 to continue receiving support after the period ends. After July 2017, the most critical Windows 7 and Windows 8.1 security updates will be addressed for these configurations, and will be released if the update does not risk the reliability or compatibility of the Windows 7/8.1 platform on other devices.

Of course, enterprise customers who want to stick with earlier Windows versions beyond that mid-2017 deadline have lots and lots of options, based on current generations of Intel processors such as the Broadwell and Haswell lines. Those systems, which are based on what Microsoft calls “downlevel silicon,” will continue to be fully supported for pre-Windows 10 operating systems.

In today’s blog post, Microsoft says it’s seeing “unprecedented demand from our enterprise customers” in Windows 10. Enterprise customers are especially interested in new Windows 10 security features like Credential Guard, which uses hardware virtualization to safeguard credentials from attack.

Windows 8-era enhancements like Secure Boot, which protects systems from being compromised by rootkits and bootkits, also require new hardware.

Not surprisingly, today’s announcement contains the usual cheery statements from Microsoft’s three biggest hardware partners: Dell, HP, and Lenovo. All three companies compete aggressively in the low-margin consumer market, where virtually all new systems will run Windows 10. But enterprises will pay premium prices for the improvements in battery life and security in Skylake-based mobile systems, making this the most attractive segment to target.

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Microsoft is rolling out a host of new email security features for Office 365 later this quarter, as it looks to thwart hackers and criminals.

‘Insider spoofing’ or faking the CEO’s email address to trick the CFO into transferring millions to criminal bank accounts is big business. Now Microsoft is using big data and reputation filters to try and squish the threat.

According to the FBI, between October 2013 and August 2015, 7,066 US businesses have fallen prey to ‘business email compromise’, netting criminals an estimated $747m.

Non-US victims lost a further $51m over the period, with the FBI estimating a 270 percent increase in identified victims since January 2015, when it first released figures about the threat category.

As Microsoft notes, when a corporate email domain is spoofed, it makes it hard for existing filters to identify the bogus email as malicious.

However, Microsoft reckons it has achieved a 500 percent improvement in counterfeit detection using a blend of big data, strong authentication checks, and reputation filters in Exchange Online Protection for Office 365.

It’s also rolling out new phishing and trust notifications to indicate whether an email is from a known sender or if a message is from an untrusted source, and therefore could be a phishing email.

The company is also promising a faster email experience as it vets attachments for malware and new tools to auto-correct messages that are mis-classified as spam. The aim is to boost defences without impairing end-user productivity.

Malicious email attachments remain a popular way for attackers to gain a foothold in an organization and, as RSA’s disastrous SecurID breach in 2011 showed, a little social engineering can go a long way to ensuring someone opens it.

Microsoft’s new attachment scanner, called Dynamic Delivery of Safe Attachments, looks to reduce delays as it checks attachments for potential threats.

Currently it captures suspicious looking attachments in a sandbox with a ‘detonation chamber’ where it analyses it for malware in a process takes five to seven minutes.

Microsoft hasn’t figured out a faster way to analyse the attachment, but instead of holding up the email as it conducts the scan, it will send the body of the email with a placeholder attachment. If the attachment is deemed safe, it will replace the placeholder and if not, the admin can filter out the attachment.

The feature is part of Microsoft’s Office 365 Exchange Online Protection and Advanced Threat Protection services.

The company is also tackling false-positive spam, or legitimate messages that are mis-identified as spam, and vice versa, with a new feature called Zero-hour Auto Purge, which allows admins to “change that verdict”.

“If a message is delivered to your inbox and later found to be spam, Zero-hour Auto Purge moves that message from the inbox to the spam folder; the reverse is true for messages misclassified as spam,” Microsoft notes.

Microsoft is testing this approach with 50 customers and says it will be rolled out for all Exchange Online Protection global clients in the first quarter of 2016.

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let the dust settle before you attempt the free Windows 10 upgrade.

With the official Windows 10 launch and Microsoft’s promise that the upgrade for Windows 7/8.1 systems will be free for the first year after launch, you’ll have until July 29, 2016, to make your move. Just because it’s free doesn’t mean you have to rush to get your copy—unless, of course, it’s a status thing.

For the ordinary Windows user, there really isn’t any immediate need to be one of the first people to download Windows 10. In fact, you’ll probably have a better upgrade experience if you hold off for a bit. Wait for the hype to die down, wait for the load on the Windows Update servers to wane, and more importantly, wait for the first wave of updates to make their way out to the masses of Windows users who had to be the first.

Besides, unless you’re a Windows Insider program participant, chances are that you won’t be able to get Windows 10 right away anyhow.

In his July 2nd blog post, “Windows 10: Preparing to Upgrade One Billion Devices,” Terry Myerson stated:

“We want to make sure all of you have a great upgrade experience, so we’ll roll-out Windows 10 in phases to help manage the demand.”

He then goes on to say:

“Starting on July 29, we will start rolling out Windows 10 to our Windows Insiders. From there, we will start notifying reserved systems in waves, slowly scaling up after July 29th. Each day of the roll-out, we will listen, learn and update the experience for all Windows 10 users.”

That last sentence hints at the fact that the Microsoft is anticipating the possibility that there may be some glitches in the first wave of the roll out.

To be sure, I’m not suggesting that you hold out for months before you upgrade—rather, I’m saying that you may want to give it a couple of weeks just to see how others are faring with Windows 10. With Microsoft’s Windows as a service model, the ongoing testing via the extension of the Windows Insider program, and the rapid update system developed during the Windows Insider preview program, the hope is that any issues that crop up in the first weeks after initial availability will be quickly resolved.

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Do your best work with Office 2016 applications. New features make it easier to create, share, and work together wherever you are, across your favorite devices.

Even a novice Word user can display page numbers in a document’s header of footer. The process is fundamental. Advancing beyond the basics is easier than you might think, and you might be surprised how many things you can do with a header or footer! In this article, you’ll find eight tips that will move you from basic user to advanced, at least with headers and footers.

1. Display page numbers in shapes

Most documents over a few pages display a page number in the header of footer. If the document warrants a bit of visual appeal, you can display that number in an interesting and colorful shape. First, add the shape to the header using an easy-to-use built in gallery. Next, use the header’s current position property to add the number.

To add the shape, do the following:

1. Open the footer by double-clicking the footer area. In Word 2003, choose Header and Footer from the View menu.
2. While in the header, click the Insert tab. In the Illustrations group, click Shapes and choose one, such as the diamond shape in the Flowchart section (Figure A). In Word 2003, use the Drawing toolbar to access shapes.
   Figure A

1. Click inside the footer and drag to create the shape. It’s okay if the shape extends beyond the footer border a bit.
2. With the shape inserted, use the contextual Format tab to format the shape. I used the Shape Fill options to change the color to lettuce green; I used the Shape Outline drop-down to change the outline to dark green; I used the Shape Effects Reflection option to add a full reflection (Figure B) that fades off the bottom edge (which might not be possible to print but works fine for electronic viewing). In Word 2003, choose AutoShape from the Format menu (with the shape selected).
   Figure B

With the shape inserted and formatted, add the page number as follows:

1. Right-click the shape and choose Add Text from the resulting submenu. In Word 2003, use the Header and Footer contextual toolbar to insert the page number, and then format as you normally would.
2. Click the contextual Design tab. In the Header & Footer group, click Page Number.
3. Choose Current Position from the drop-down.
4. Choose Plain Number (the first option) from the gallery (Figure C).
   Figure C 

1. Select the number and format it. I applied black font color (Figure D).
   Figure D

This simple example shows you how to display the page number in a shape. It’s up to you to determine whether doing so is appropriate for your document.

2. Insert a graphic

A header is a good place to display your organization’s logo or some other branding graphic. To do so, open the header or footer as you normally would and then do the following:

1. With the document in edit mode, click the Insert tab. In Word 2003, choose Picture | From File from the Insert menu, and then skip to step 3.
2. In the Illustrations group, click Picture.
3. Use the Insert Picture dialog to locate the file
   

4. Select the file, and then click Insert
   

You probably didn’t realize how easy that would be! While graphics in the header and footer might sound like a great idea, use them sparingly.

3. Use header graphic as a page tab

You can use the header or footer to display a graphic on every page, but you don’t have to leave it in the header or footer. For instance, you might want to use a graphic as a page tab. To do so, insert the graphic as you normally would (see tip 2). Then, drag it out of the header or footer area as shown in Figure E. If the graphic won’t move, click the Layout Options icon and choose a text wrapping option. The Layout Options icon is new to 2013. In earlier versions, you’ll find these options on the contextual Format tab. You might want to rotate the graphic as well.

Figure E

4. Use sections

A large document might need to change information in the header or footer as the document evolves. The way to implement this requirement is to use section breaks. Simply click inside the document (not inside the header or footer) where you want the new section to begin. Click the Page Layout tab, click Breaks in the Page Setup group, and then choose the best break type for your document. Return to the header or footer of the new section and make the necessary changes. In Word 2003, breaks are on the Insert menu.

For a header that doesn’t repeat information from the previous section, click the Link to Previous option in the Navigation group on the contextual Design tab. Doing so breaks the connection between the two sections. Figure F shows the toggle option linked and not linked. When sections are linked, the option has a dark background and Word displays the Same as Previous tab to the right. When the link is broken, the option has no background and the tab is gone. In Word 2003, this option is on the Header and Footer toolbar (and available only if there’s more than one section).

Figure F

You must break the link between headers and footers separately.

5. Display custom info

The header or footer area is a great place to display custom information about the document or author using fields. To do so, open the document’s header or footer. Then, position the cursor and do the following:

1. Click the Insert tab. In Word 2003, choose Field from the Insert menu and skip to step 4.
2. In the Text group, click the Quick Parts option.
3. From the drop-down, choose Field.
4. Using the resulting dialog (Figure G), choose a field, such as Author. Set properties, if necessary, and click OK. (You could also use AutoText or Document Property.)
   Figure G

6. Gallery page number options replace existing header or footer

Be careful when using the Page Number option to display page numbers in the header or footer. If you’ve already created a header or footer, and you add the page number last, use the Current Position option. Other options from the gallery will replace the existing header or footer. (Galleries aren’t available in Word 2003.)

7. Modify the style

Word applies the Header and Footer style to header and footer text, respectively. Both styles are based on Normal. The easiest way to change the appearance of the text for either is to modify the appropriate style. Doing so will impact the entire document, so don’t change the style if you want to change the format for a single section.

8. Reference a content control

Sometimes, you want to repeat information from the body of the document in the header or footer. In later versions of Word, using content controls, this is easily done. First, you add a content control and create a custom style for it. To the header, you add a StyleRef field that references the style you applied to the content control. In this way, you can easily display the contents of the content control in the header. Let’s work through a simple example:

1. Position the cursor where you want to insert the content control.
2. Click the Developer tab and then click Rich Text Content Control in the Controls group.
3. Click Properties in the same group and enter a meaningful name, such as ccName . The cc prefix identifies the object as a content control and Name describes its content.
4. Check the Use a style to format text typed into the empty control option. Don’t worry about what’s in the Style control at this point.
5. Click New Style.
6. Name the new style appropriately, such as Content Control (Figure H). You can change the Style based on setting, but don’t for this example. In this way, you can see how easy it is to set this technique up without making a lot of unnecessary changes. It’s the same style used for the body of the document; it just has a different name.
   Figure H

1. Click OK, and Word updates the Style control to reflect the new style you just created (Figure I).
   Figure I

1. Click OK.
2. Open the header and position the cursor where you want to display the contents of the content control you just added.
3. Click the Insert tab.
4. In the Text group, click Quick Parts, and choose Field from the drop-down list.
5. In the resulting dialog, choose StyleRef from the Field names list.
6. Choose Content Control from the Style name list
7. Click OK.
8. Double-click the content control to close the header.

Enter text into the content control, and the field in the header will update accordingly. Although this technique has a lot of steps, it isn’t difficult to implement.

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South Jersey Techies, LLC is a full Managed Web and Technology Services Company providing IT Services, Website Design Services, Server Support, Network Consulting, Internet Phones, Cloud Solutions Provider and much more. Contact for More Information.

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