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en:services:mobile_working:videoconferencing_tools:ms-teams [2020/06/02 15:21] – [Schedule Meeting] | en:services:mobile_working:videoconferencing_tools:ms-teams [2025/02/17 08:57] (current) – [Add Member] | ||
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+ | ====== Microsoft Teams ====== | ||
+ | |||
+ | ===== What is Teams? ===== | ||
+ | Teams is a communication and collaboration service from Microsoft and part of the [[en: | ||
+ | |||
+ | However, the possibility of activating Teams and Microsoft 365 for one's own user account via the GWDG customer portal does not imply any recommendation by the GWDG in this regard. The decision to link the Microsoft cloud services with one's own user account at the GWDG must be made individually and on one's own responsibility. However, the GWDG's offer ensures that only the most necessary user information (name, organization and e-mail address), but not the user password, is transmitted to Microsoft. | ||
+ | ===== Who can use Teams? ===== | ||
+ | Currently, using Teams is possible for the **employees of the University of Göttingen and the GWDG**. Excluded from this are the **employees of the UMG and the University' | ||
+ | |||
+ | The **students of the University of Göttingen** can currently only be invited to Teams as external guests and cannot activate themselves. Together with studIT we are currently working on a solution to provide the service for independent use. | ||
+ | |||
+ | **Important!** According to the guidelines of the University of Göttingen, it is not permitted to store business data and especially data that is worthy of protection in the Microsoft cloud. | ||
+ | ===== Activating for Teams ===== | ||
+ | The following steps are necessary for independent activation for Microsoft teams via the GWDG: | ||
+ | |||
+ | - Registration at [[https:// | ||
+ | - In the account management (//My Account//) under //External services// click on //Edit// | ||
+ | - Click //Activate for Office 365 / Teams// | ||
+ | - Read the [[en: | ||
+ | - After max. 30 minutes you will receive a confirmation email as soon as the activation has been completed | ||
+ | |||
+ | Further details on activation can be found on the [[en: | ||
+ | |||
+ | ===== Launch Teams ===== | ||
+ | Teams can either be installed as an application on the PC, tablet or smartphone (see [[# | ||
+ | |||
+ | ===== Teams and Channels ===== | ||
+ | ==== Create Team ==== | ||
+ | To start working together, a team must first be created. This team can be created for a limited period of time (like a project) or permanently (like a fixed work group). | ||
+ | |||
+ | A team is created in the category //Teams// via the button //join or create team//. | ||
+ | |||
+ | {{create_team.png}} | ||
+ | |||
+ | ==== Add Channel ==== | ||
+ | Sub-topics and groups of a team can be mapped using channels. In this way, it is possible to fine-tune which topics are discussed where and to maintain an overall view of the team. A channel can either be seen and entered by every team member (default) or it can be private with defined members. Each channel provides a completely separate working environment with its own tabs. The default channel has the name // | ||
+ | |||
+ | **Note**: The data protection setting of a channel **cannot** be changed subsequently. | ||
+ | |||
+ | A channel is created by the owner of the team using the 3 dots next to the team name and the dot //Add Channel//. | ||
+ | |||
+ | {{add_channel.png}} | ||
+ | |||
+ | ==== Include GWDG services ==== | ||
+ | In order to optimally combine the communication functions of Teams with the GWDG collaboration services, they can be easily integrated as additional tabs in the working environment. This way, data remains stored on the GWDG servers and members can work together from Teams. | ||
+ | |||
+ | **Note**: Only services that are accessible via a web interface can be included. | ||
+ | |||
+ | A service can be added by the team owner using the //+// in the channel bar as an additional tab. The integration works as //Website// and is provided with URL and name. | ||
+ | |||
+ | {{new_tab.png}} | ||
+ | |||
+ | === Include Storage === | ||
+ | Although Teams with Microsoft OneDrive already provides extensive data storage via the //Files// tab, all the data stored there ends up on Microsoft servers. Our recommendation is therefore to use GWDG storage services with a suitable web interface, such as **SharePoint** or **ownCloud**. | ||
+ | |||
+ | Existing site collections for projects and workgroups from the **SharePoint environment of the GWDG** can be integrated directly via URL. This allows not only shared access to project data with websites, catalogues and libraries, but also access to the integrated Office Web Apps, which provide collaborative working on the GWDG's servers. If there is a need for a new project environment in the GWDG SharePoint, a new one can be requested via [[https:// | ||
+ | |||
+ | Alternatively it is also possible to include a project folder from the **ownCloud of the GWDG**. The team owner should create a new folder in his ownCloud environment and make it accessible via a public link with password. This public link can then be integrated into Teams and can be used by all authorized users via the password. | ||
+ | |||
+ | {{include_website.png}} | ||
+ | |||
+ | === Create Notebook === | ||
+ | Similar to the data storage, it is the same with notes. Teams offers a possibility to store team notes in a OneNote notebook in OneDrive via the //Staff notebook//. Alternatively, | ||
+ | |||
+ | === Include Outlook Web App === | ||
+ | Teams can also be used to access the GWDG mailbox with calendars and contacts for all members. The Outlook Web App provided by the GWDG ([[https:// | ||
+ | |||
+ | ==== Set Permissions ==== | ||
+ | In the **Team Settings**, in addition to the team picture and chat rules, member permissions can also be set. By default everything is allowed there, so the members of a team are allowed to edit the team as freely as the team owner. If this is not desired, the permissions for members and guests must be adjusted. | ||
+ | |||
+ | The team settings are accessed via the 3 dots next to the team name via the item //Manage team//. | ||
+ | |||
+ | {{manage_team.png}} | ||
+ | |||
+ | ==== Manage Members ==== | ||
+ | === Add Member === | ||
+ | After determining what members and guests are allowed and not allowed to do in the team, the desired persons can now be added. | ||
+ | |||
+ | **Note**: External users can also be invited without a Teams account via their e-mail address. They have to be invited by the Team owner in order to receive an invitation link with which they can register their Microsoft account and set a password. | ||
+ | |||
+ | Using the 3 dots next to the team name, members can be searched for and invited using their name or e-mail address. Alternatively, | ||
+ | |||
+ | {{add_member.png}} | ||
+ | |||
+ | === Change Member Role === | ||
+ | A role can be assigned to a member in the member overview of the team settings. A default member is assigned the status //Member//. If further team owners are to be defined, the status //Owner// must be assigned to the persons. | ||
+ | |||
+ | === Add Tags === | ||
+ | In order to address larger groups of members, you can assign different tags (e.g. according to subject areas) to the members. The tags can be added in the team settings, just like the member roles. | ||
+ | |||
+ | Thus, in the channels with // | ||
+ | |||
+ | ===== Posts and Messages ===== | ||
+ | ==== Group Messages ==== | ||
+ | All participants of a team can post and answer messages via the tab //Posts//. These messages are always visible only within the channel, in //General// for all team members and in subchannels only for its channel members. The // | ||
+ | |||
+ | Text contributions can either be simple lines of text or can be formatted more elaborately as you know it from e-mails. For formatting, click on the //Format// button on the left below the text field. In addition to text, images, documents, emojis and animated images can also be sent. | ||
+ | |||
+ | **Note**: All contributions are stored on Microsoft servers. For confidential conversations, | ||
+ | |||
+ | {{write_post.png}} | ||
+ | |||
+ | ==== Mentions ==== | ||
+ | To address individuals or entire groups directly in team chat, the //@// sign can be used to create a mention of an individual, channel or tag. Mentioned persons will be notified separately and will be better informed about specific messages. | ||
+ | |||
+ | Tags are particularly suitable here for structuring members thematically and thus addressing several people on a topic at the same time. As with a single person, a tag can be mentioned directly and members will be notified accordingly. | ||
+ | |||
+ | {{mentions.png}} | ||
+ | |||
+ | ==== Direct Messages ==== | ||
+ | If messages are not intended for the whole team or channel, Teams users can also chat individually. If one wants to start a new conversation, | ||
+ | |||
+ | The Teams functions for file storage and integration of further services are available in individual chats as well as for whole teams. In addition, any number of people can be added to a chat and called via video and audio. | ||
+ | |||
+ | ===== Calls and Meeting ===== | ||
+ | ==== Setup Camera and Microphone ==== | ||
+ | Before starting audio and video calls, check the **Device Settings**. In the browser, Teams requires a special permission (requested via notification) and on installed clients, the default microphone and camera are usually set automatically. | ||
+ | |||
+ | The **Device Settings** can be opened by clicking on the own icon and the item // | ||
+ | |||
+ | {{account_settings.png}} | ||
+ | |||
+ | ==== Start Call ==== | ||
+ | Once the camera and microphone have been set up, a call can be initiated. For this purpose, the **Contact Menu** of a team member can be called up by hovering the mouse cursor over their name. Alternatively, | ||
+ | |||
+ | **Note**: Using a camera is optional and is not a prerequisite for any call. In principle, each caller can decide (even during a call) whether or not he or she should be visible via the camera. Video and audio calls are fully compatible with each other. Additional participants can also be added later on. | ||
+ | |||
+ | {{start_call.png}} | ||
+ | |||
+ | ==== Start Meeting ==== | ||
+ | Within a team or channel, a meeting with audio and video can be started using the //Meet now// button above the message text field. This will create a new group post that all team or channel members can use to join the meeting. In addition, further members can be called from the meeting. | ||
+ | |||
+ | {{start_meeting.png}} | ||
+ | |||
+ | ==== Schedule Meeting ==== | ||
+ | If a meeting is not to be started immediately but scheduled with specific participants, | ||
+ | |||
+ | **Note**: The integration of the Teams button in Outlook is currently only supported under the current Windows versions. Users of other operating systems can access a Windows system via our [[en: | ||
+ | |||
+ | - Activate user account for Teams installation on Remote Desktop Server // | ||
+ | - Log on to the Remote Desktop Server // | ||
+ | - Start Outlook and perform initial setup if necessary | ||
+ | - Install the Teams client using the desktop shortcut and perform initial setup | ||
+ | - Logging off and logging back on to the Remote Desktop Server | ||
+ | - Start Outlook and schedule a Teams meeting | ||
+ | |||
+ | When a meeting is created as a Teams meeting, Outlook automatically adds a text section with the GWDG logo and several links into the message field. With these links you can join the meeting, get more information about Teams meetings or edit the meeting options. **Important**: | ||
+ | |||
+ | Each time you create a Teams meeting, a new join link is generated that is only valid for this individual meeting room. To join a Teams meeting **no registration** is required. Therefore external users without a Teams account can be invited to join directly via the link in the email. | ||
+ | |||
+ | **Notice**: If the meeting invitation is sent in the format //Text Only// or //Rich Text//, the meeting links of Teams will be displayed to the inviting person but will be removed when sending. Such invitations must therefore always be sent in HTML format so that the recipients can receive and join the meeting using these links. The setting can be found in the Outlook meeting window under the tab //Format Text// > //Format//. | ||
+ | |||
+ | {{schedule_meeting.png}} | ||
+ | |||
+ | ===== Clients ===== | ||
+ | Microsoft provides versions for all common operating systems and browser versions. | ||
+ | |||
+ | ==== Desktop ==== | ||
+ | Desktop clients for installation are available for the following systems: | ||
+ | - [[https:// | ||
+ | - [[https:// | ||
+ | - [[https:// | ||
+ | - [[https:// | ||
+ | - [[https:// | ||
+ | |||
+ | ==== Mobile ==== | ||
+ | Mobile clients for installation on smartphones and tablets are available for the following systems: | ||
+ | - [[https:// | ||
+ | - [[https:// | ||
+ | |||
+ | ==== Browser ==== | ||
+ | The Teams web application ([[https:// | ||
+ | |||
+ | | **Browser** | **Calls** | **Meeting** | | ||
+ | | {{icon_ie.png}} Internet Explorer 11 | Not supported | No video, no outgoing sharing | | ||
+ | | {{icon_firefox.png}} Firefox (latest version plus 2 prev.) | Not supported | No video, no outgoing sharing | | ||
+ | | {{icon_safari.png}} Safari 11.1+ | Not supported | No video, no outgoing sharing | | ||
+ | | {{icon_edge_old.png}} Microsoft Edge (RS2 oder later) | No outgoing sharing | No outgoing sharing | | ||
+ | | {{icon_edge_new.png}} Microsoft Edge (Chromium-based, | ||
+ | | {{icon_chrome.png}} Google Chrome (latest version plus 2 prev.) | Fully supported | Fully supported | | ||
+ | |||
+ | More information: | ||
+ | |||
+ | ===== Help and Support ===== | ||
+ | ==== User Training ==== | ||
+ | * Introduction | ||
+ | * Video: [[https:// | ||
+ | * Handbook: [[http:// | ||
+ | * Quick guide: [[https:// | ||
+ | * User training: [[https:// | ||
+ | * Youtube playlist with various tutorials about Teams (some features are not yet activated): [[https:// | ||
+ | * Help: [[https:// | ||
+ | |||
+ | ==== FAQ ==== | ||
+ | **//How long does it take until access to Teams is activated after activation via the customer portal?//** - Until the next synchronization cycle, i.e. maximum 30 minutes. You will receive a notification e-mail immediately after activation. | ||
+ | |||
+ | **//Can I also work in Teams with external users?//** - Yes, external users can be invited and must then set a password for Teams at the ADFS service of the GWDG. | ||
+ | |||
+ | **//Must all participants of a meeting be unlocked for Teams?//** - No, when scheduling a meeting via Outlook any external email address can be entered. External users without an account can participate in the meeting without logging in. | ||
+ | |||
+ | **//Why can't I schedule a meeting directly in Teams?//** - This feature is disabled because it requires a coupling of our Exchange service with the Microsoft Exchange online service. As long as we do not do this, scheduling meetings will only work via Outlook. | ||
+ | |||
+ | **//How can I schedule meetings if I don't use Windows?// | ||
+ | |||
+ | **//Why can't anyone join the Teams meeting via my invitation?// | ||
+ | |||
+ | **//I have already registered myself with Teams using my business address. What do I have to do?//** - If you have not already been informed about this by e-mail, please contact [[https:// | ||
+ | |||
+ | **//Can I also process confidential data in Teams?//** - No, all data stored and processed in Teams is stored on servers from Microsoft and thus no longer with the GWDG (see [[en: | ||
+ | |||
+ | **//Why can't I integrate more apps in Teams?//** - The GWDG has blocked most of the available apps for data protection reasons and will only release them after they have been checked. If you have any requests, please contact the [[https:// | ||