I have already published the first two parts with a general overview. Not read them yet? Then start here first.
But before we start with Outlook, here is the access from the web browser
This allows us access to various document libraries, to our OneDrive for Business, which is always called OneDrive for the apps in the browser. Of course we need a link first, so that we can access these documents here. And without documents it doesn’t make sense to synchronize libraries. As you can see in the figure above, there are four areas:
- Outlook on the Web
- SharePoint Document libraries
- OneDrive fro Business
- OneDrive Personal
And if you prefer to work with the native program Outlook, you can see this in the next picture:
Of course I will not write about Outlook (1) per se here. This program, hated or loved by many, is sometimes too overloaded with its many functionalities, for some it is still the work tool par excellence. I personally tend to the second group, but I have always organized my Outlook with many rules.
Let’s come to the integration of OneDrive in Outlook. In the past, we were used to create a document, save it wherever we wanted, and then call up Outlook and send this document as an attachment to another person or group of people by e-mail. When I write about the past, yes, this is still done in many organizations. For one thing, the administration has simply forbidden sharing a link to a document, because that would give (arbitrary) access to documents and thus to the own infrastructure. And could not be monitored. That this is not necessarily the case, we will have realized at the end of the article series. The possibilities are manifold. But back to Outlook. And the OneDrive integration.
|At the moment of adding an attachment, Outlook tells me if I want to share the document as a link.|
If it is about the simple transmission of a document, a file, then it can very well be sent as an attachment. You only have to pay attention to the size. Maybe you can send the file, but if it is too big, then it is better to send the document as a link. The same applies if the document is to be processed by the recipient. As long as this is only one recipient, the effort is still small, with several recipients, this can often be a horror scenario. If you only send the link, the document remains in your Office 365 cloud, i.e. in a SharePoint library (2) or in OneDrive for Business (3). Or of course to our OneDrive (Personal) (4). With classic sending as an attachment and editing and sending it back, you’ll make more work for yourself.
If we insert the link in Outlook when we select it, we can then also determine which rights I assign to the link.
Depending on the specifications of the administrators I can set different permissions
Microsoft reacted years ago and with SharePoint and OneDrive for Business gave us a way to store my documents there and then share them. The original always remains stored in the same place in your organization. One or more people can edit the document, and thanks to versioning in the document libraries, old statuses are also preserved.
At this point we need to talk about sharing a document. Basically: Everything that is contained in a document library in our SharePoint Online, and this also applies to OneDrive for Business, can be shared with other people:
We can click on parts in different places, even on iOS or Android the dialog looks the same.
I can share with
- Everyone with this link (anonymous)
- Persons at "Organization
- Persons with existing Access
- Specific prople
Another scenario, I have a PowerPoint file with many graphics and videos stored in my OneDrive for Business. After a presentation at a conference, I want to share my presentation with people who gave me their business cards. If I have the file open, I can click on Share directly in PowerPoint and get the Share dialog shown above. Since these are different people and different organizations, I have two possible options:
- Anyone with this link
- Specific persons
Everyone with this link
- the first one is an anonymous link, the recipient can forward it, but it can be restricted in time by the administration. Access is denied after a certain number of days. The time restriction can be extended by the administration up to 730 days (that is 2 years). I recommend a period between 30 and 90 days. The user can only reduce this time, not extend it. After the date expires, access to this document or folder will be denied. Anonymous means that every person who is in possession of this link has access. How that person got hold of the key does not matter. Therefore the anonymous access of administrators of many organizations is disabled. I think there is another way to solve this. Because with Outlook I can still send the document as an attachment. The protection of document libraries can be solved with RMS and / or Sensitive Labels, i.e. Information Protection. This is of course more complicated for administrators than simply switching off. A first way is to reduce the time period even further.
the second way to send a link to people who do not belong to our organization. Here each person must be named individually, (email address) and it is checked whether the person is really the person. We use different procedures to ensure this. Unfortunately, Microsoft has not adopted the time limit of the anonymous link. So the access to the document remains open. If the link is forwarded by a recipient, this person has no access to the document because of the verification. Here too, the following applies: Better protect documents with Azure Information Protection.
When I have selected all my options, I can also enter the participants and send the whole thing directly from the dialog with a short comment, or I can copy the link and switch to Outlook to paste the link into the text.
|This super long link is then converted as shown in the picture.|
My above scenario with the PowerPoint limps in my case because I no longer collect business cards. I create a link, and then convert it to a QRCode, which also fits on a slide.
Sharing is elementary important. It describes the way to make a document accessible to one or more people so that they can view the document, or if they have rights, edit the document. The storage location, however, always remains the same.
About sharing, you can also fill several chapters, so this chapter must first be sufficient
Collaboration starts with writing a document. And in OneDrive 02 Basics I already mentioned that Office programs like Word, Excel and PowerPoint play a role here. Writing, saving and sharing. And that this can be done directly from the Office programs, will be described again in the OneDrive 07 Basics.
But in this chapter we have already learned a little about sharing. That there are different ways to share information with other people. And although Outook primarily deals with messages, interfaces to OneDrive are also implemented here. Users won’t implement the OneDrive principle immediately, that takes quite a while and here the program supports. Over and over again.
the next chapter is then Basics OneDrive 04 with Windows 10. there we will take care of the integration into the operating system. If you don’t want to miss another episode, you’ll also find the possibility to subscribe to the blog on the right side in the bar.
OneDrive Basics 01 (Server and Services)
OneDrive Basics 02 (Clients and Apps)
OneDrive Basics 03 (Outlook and Outlook on the Web, Web Browser)
OneDrive Basics 04 (Windows 10)
OneDrive Basics 05 (Windows 10, more than one tenant)
OneDrive Basics 06 (Windows 10, B2B Sync)
OneDrive Basics 07 (Office Integration)
OneDrive Basics 08 (Synchronisation Shared with me)
OneDrive Basics 09 (mobile Sync with iOS and Android)
OneDrive Basics 10 (Teams)
for those who want to read it in german language