Category Archives: Instructions

Open Database Connectivity

Open Database Connectivity (ODBC) is designed to expose database capabilities via SQL. It improves the analytics process by giving users real-time access to data from multiple sources. Data can be transformed, within applications such as Excel and PowerBI, into reports and dashboards. Excel macros and scripting languages like PowerShell can automate the creation and distribution of reports via… Read More »

Web Searching 101

Boolean search Utilizes special words or symbols to limit, widen, or define the scope of your search. These include: AND, OR, NOT, and NEAR, as well as the symbols + (add) – (subtract) ” ” (quote). Boolean Operator Symbol Explanation Example AND + All words must be present in the results football AND nfl OR Results can include any of the words… Read More »

Add Public Folder Contacts to your Mobile:

To add public folder contacts to your mobile: In your Outlook desktop app at the bottom left > click the ellipsis (…) > choose folders In the left panel locate Public Folders below your mailbox > expand the folders by clicking the “>” on the left of the folder until you see the contact folder you want to… Read More »

Searching in Outlook

To access the advanced search tool: Go to Search (Tab) > Search Tools > Advanced FindUse: AND, NOT, OR, <, >, =, operators (must be typed in all CAPS) to refine your search..

Setup App Password for 365

What is it? Due to increased security on the 365 platform, you have two choices when accessing your mail, calendar, and contacts on your iOS devices. Switch to the Outlook App and stop using the built-in Apple apps. You will log in with your work password and use Multi-factor Authentication. Continue to use the native Apple apps for… Read More »

Call Forwarding

Cellular Call Forward (The phone will not ring): *72 & Number forwarding to Disable *72 0 No Answer Call Forward (Unanswered calls are forwarded):  *71 & Number forwarding to Disable *71 0 Vonage From the Vonage App: Tap the top left Icon > Settings > Call Settings > Call Forwarding > Select “Forward All Calls” > Tap the… Read More »

Vonage Fax

Setting up the account: Each user who will be using the fax needs to be added to the Vonage portal by the administrator. These people do not necessarily need to have assigned Vonage extensions, as the fax permissions are assigned using the person’s email address. Up to 6 users can be assigned permission to receive faxes as well… Read More »

Managing InDesign Versions

Adobe InDesign updates change the .indd file format, with each major release. Because of this, it is advisable for all team members to run the same version of the software and coordinate their transition to a new version. Users can manage the update process by: Open the Creative Cloud App Click the ellipsis next to the currently installed… Read More »

Microsoft 365 Username Change

When signing into Office 365 it is important to go to www.office.com first. Here you can download software, access cloud based apps, but more importantly, you will setup two-factor verification.

Microsoft 365 two-factor verification

Two-factor verification is more secure than just a password because it relies on two forms of authentication: Something you know, like your password. Something you have, like a phone or other device that you carry. The recommended options are: Verification code from Microsoft Authenticator app: You’ll use your app to get a verification code you’ll type into the… Read More »

OneDrive 101

OneDrive is your new cloud shared storage directory that support hundreds of file types. Access OneDrive: Go to office.com and logon. Click on the “Waffle” icon at the top left > click on OneDrive From this location you can upload files, create folders and share information with coworkers and clients. Office.com is the easiest place to setup shares… Read More »

Office 365 Sign in process

When signing into Office 365 it is important to go to www.office.com first and sign in. Here you can download software, access cloud based apps, but more importantly, you will setup multi-factor authentication.

Username update

On your iOS device: 1) On iOS 14 go to Settings > Mail > Accounts On iOS 13 go to Settings > Passwords & Accounts 2) Tap on the email account you need to update > Tap Account at the top 3) Enter your new username > Done   On your PC: 1) If out of the office… Read More »

Microsoft Teams 101

Teams is a great tool for real-time collaboration.  It allows your office to call, chat and meet one place. Chats are persistent and can be secured to limit access.

Restore Missing Data

If your data is stored on a Windows server it is preserved for a limited time by a service called Shadow Copy. To access these files: Open File Explorer > Navigate to the original location of the data you want to recover. Right-click in the open space of the folder > choose Properties > Previous Versions (Tab) Select… Read More »

Multiple GPU Best Performance

Workstation class laptops usually have two GPUs. The onboard Intel integrated GPU and a dedicated NVIDIA  graphics card. When this is the case you need to make sure that your high-performance applications use the NVidia GPU, rather than the low-performance Intel integrated GPU. To ensure optimal application performance make the following adjustment:

Identifying Nefarious Links

In order to protect yourself on the Internet, you need to be proficient at locating and identifying domain names. This is because, emails and attachments can be used to redirect you to sites that are loaded with bad content. Make sure you can: Verify the email sender. Verify any link contained in the message or within an attachment… Read More »

FileBrowser 101

Editing Files in Another App Remember that FileBrowser can preview a variety of file formats such as Excel, PDF & Word. If you tap on the file in FileBrowser, it will open in preview mode. If you want to edit it in another app, Do Not preview, Do Not tap on the file name. Tap the vertical ellipsis… Read More »

Grammarly

Grammarly is a writing assistant that can spell-check your web-based content as you write. It can be loaded as a firefox browser plugin for free. It offers advanced functionality, with a monthly subscription, to evaluate your writing in the areas of tone, engagement, clarity, and grammar.

VidAngel

Ever want to watch a movie with your kids without them getting too scared or without the profanity and sexual scenes? This subscription based app works with your existing streaming apps. It can filter out content with very granular options.

Newforma Tasks

Newforma has a task tracking and accountability feature that covers your team as well as external vendors on your projects. File attachment and markup, Mobile and web access are all built into the system.

Avoiding Cyber Fraud

Tips, from the FBI, to avoid becoming a victim of cyber fraud: Do Not Do not give unknown, unverified persons remote access to devices or accounts. Do not communicate with unsolicited email senders. Do not act in haste. Criminals create a sense of urgency to produce fear and lure the victim into immediate action.

Newforma Shared Folders

Did you know that you can use Newforma to share folders on the network with outside vendors and clients? Shared folders create an online space where internal and external team members can access and share project files. This has a number of advantages over products such as Dropbox (which is a violation of some client contracts). Key features … Read More »

Freeze your credit

Freezing your credit is the best way to prevent identity theft. When your credit is frozen, no business can check it, and therefore will not allow new accounts to be opened in your name. When you need to open a new account, buy a car or home you can unfreeze your credit for a specified period of time… Read More »

High Quality Voice Calls

Your iPhone is capable of making higher quality voice calls with VoLTE. The quality improvement comes from increasing the bandwidth used to carry your voice, relative to a traditional cellular call. To enable this go to Settings > Cellular > Cellular Data Options > Enable LTE > Select Voice & Data

OneNote

OneNote is a virtual notebook, with incredible search capabilities, that synchronizes across all your devices and between multiple users in real time. A universal platform, it works on Windows, Mac, iOS, Android, and Online. Everything is stored as a separate element so markups can be removed, files or images can be saved or moved. Pages are a limitless… Read More »

Set Out of Office from iOS

To set your out of office from your iPhone: Go to Settings > Mail > Accounts  > Choose Your work account At the bottom of the page tap Automatic Reply Be sure to set both the internal and external (scroll down) message. When you set an end date the message text will be updated with that date automatically,… Read More »

Clear your iOS Device

This will destroy all data. Backup your data. From the iOS device to be reset: 1 Go to Settings > Tap your name at the top > iCloud > Turn Find My iPhone / iPad Off 2 Enter your Apple ID password when prompted 3 Next go to Settings > General > Reset 4 Choose Reset All Content… Read More »

KeePass 101

KeePass is a password manager that is not cloud-based. It creates an encrypted local database that can be stored on a single Mac, PC, office network or any mobile device you choose. It is only accessible with the master key and can be accessed by multiple users simultaneously. It will also auto-type your username and password so that… Read More »

Fake Security Alerts

Should you get a pop-up like this one. Do not follow the advice in the window, and in particular, do not call the number in the window. Just close the browser immediately. DO NOT click on any part of the window, as this can trigger a virus installation. If the pop-up is preventing you from closing the browser,… Read More »

Hard Reset iPhone X

When you iPhone is not performing normally a hard reset may help: Press and quickly release the Volume Up button Press and quickly release the Volume Down button Press the Side button, and hold until the display suddenly goes dark (10 seconds).

Installing Ajera Expense

1) Open the email from your accounting department and click on the link that looks like: https://something/deltektouch/ajera/expense/ajerashared/backend/ajeraurl.php Click ok if you see this error 2) Click Open 3) Install the App 4) Open the App & accept terms (at the bottom) 5) When you get here, stop. Go back to the email with the link and click on… Read More »

Credit Reports

By law, the three credit reporting agencies- Equifax, Experian and TransUnion- are each required to provide you with one credit report each year at no cost. This means that you can run your report for free up to three times a year (once with each reporting agency). The best way to do this is to set a schedule… Read More »

Preview Panes

When a user has the preview pane turned on in Windows Explorer, they cannot rename or move files. This is because, unlike the thumbnails generated for photos, the OS does not release the current file after opening it and generating the image. The OS then falsely reports that the file is locked by someone for editing. The worst… Read More »

Dialog box keyboard shortcuts

Press this key To do this F4 Display the items in the active list. Ctrl + Tab Move forward through tabs. Ctrl + Shift + Tab Move back through tabs. Ctrl + number (number 1–9) Move to nth tab. Tab Move forward through options. Shift + Tab Move back through options. Alt + underlined letter Perform the command… Read More »

Windows keyboard shortcuts

Taskbar keyboard shortcuts Press this key To do this Shift + click a taskbar button Open an app or quickly open another instance of an app. Ctrl + Shift + click a taskbar button Open an app as an administrator. Shift + right-click a taskbar button Show the window menu for the app. Shift + right-click a grouped… Read More »