© Copyright 2013 Learning and Development, Worcestershire County Council. All rights reserved Information management – taking receipt of your new Windows 7 Enterprise machine This Quick Reference Guide has been created on behalf of Systems and Customer Access (SaCA). Now you've taken receipt of your new Windows 7 Enterprise machine, you may need to spend some time adding your Internet favourites, and setting up shortcuts and email signatures. Following this best practice advice could save you valuable time in the future. What do I need to do to? Ensure data is saved in the correct place Always ensure your data is saved to the team folder of the U:\ drive of your computer. If you are unsure which folder on the U:\ drive has been allocated to your team, contact your RMLO (Records Management Liaison Officer) for further advice. Personal documents such as 1-2-1 reviews and SRDs should be saved to the P:\ drive of your computer. You should not save any work related information to the C:\ drive of your computer. © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved The desktop area The desktop area should only have your applications and any shortcuts to your folders on the U:\ drive. Please do not save any documents to the desktop – if your computer is taken away for repair you will not be able to access this information. The Documents area Any documents saved to the library area will be saved to the C:\ drive of your computer so please refrain from saving any data in this area as it will not be backed up. Document1 Pg 2 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved The C:\ drive of your machine Do not create any work related folders on the C:\ drive of your computer. Instead, save team/work related files to the U:\ drive, and personal work related documents (such as SRDs and 1-2-1s) to the P:\ drive. Create a desktop shortcut You can quickly create a shortcut to your team folder on the U: \drive. From the desktop area, right click to display a drop down menu. Choose New, then Shortcut Document1 Pg 3 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved Choose Browse Click on Computer Choose the required drive letter (in this example we are using the U:\ drive) Document1 Pg 4 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved Navigate to the appropriate folder Choose OK Choose Next Document1 Pg 5 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved Change the name if required Choose Finish The shortcut will be displayed on the desktop Add an internet address to the favourites area Open the Word document where you saved your internet favourites. Hover over an internet address and then select Ctrl + Click to open the address. The internet address will be displayed in the address bar. Document1 Pg 6 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved Click on the Favourites button Change the name if required Click on the down arrow and choose your location (you may have to create a new folder) Choose Add Add an internet address to the favourites bar You can choose to add internet pages to the 'Favourites bar' for quick access. Open the Word document where you saved your internet favourites. Hover over an internet address and then choose Ctrl + Click to open the address. The internet address will be displayed in the address bar Click on the Add to Favourites Bar button Document1 Pg 7 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved The link will be displayed Tip – If you copied the whole favourites folder to your P:\ drive in preparation for receiving your new Windows 7 machine, you can copy and paste the whole folder to your C:\ drive by locating the folder as follows . . . by locating the folder as follows … C:\ Users\User\Favourites. . Email signatures Any email signatures you copied to a Word document and saved to your P:\ drive can be re-created again. Open the Word document you saved your signatures to. Select the text and choose copy Document1 Pg 8 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved Open a blank e-mail - click on the Signatures button and then Signatures…. Click on New Give the signature a name and choose OK Document1 Pg 9 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved Choose which message to attach the signature to (i.e. New or Replies/forwards Click into the signature space and press Ctrl+V to paste Choose OK The following instructions only apply if you use the PIG macro and/or archive your emails . . . PIGS Macros You can copy and paste the folder containing letters.ini to the C:\ drive of your machine. letters.ini file on your P:\ drive first of all (in the example below the file is selected). First of all, make sure you have the 'letters.ini' file selected Choose Organise, then Copy Navigate to the C:\ drive Document1 Pg 10 Locate the © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved Choose New Folder New Folder will be displayed at the bottom of the file list Type the word ini (do not click in the box first of all) and press Enter. Double click to open the folder Click on Organise and choose Paste Letters.ini will be pasted into the folder Document1 Pg 11 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved Outlook .pst files To link the .pst file you have copied to your P:\ drive, you need to have Outlook open and navigate to Account Settings. Select the File tab Choose Account Settings Choose Account Settings First of all choose the Data Files tab Choose Add Document1 Pg 12 © Copyright 2014 Learning and Development, Worcestershire County Council. All rights reserved Navigate to the P:\ drive and select the .pst file and choose OK. Where do I go for assistance if I have questions? You should talk to your Line Manager or RMLO (Records Management Liaison Officer) if you require guidance on where to save files in your team's corporate file plan in your U:\ drive The hyperlink below will take you to the Corporate Information Management Unit (CIMU's) advice and guidance on managing your records - CIMU advice and guidance Please contact the IT Service Desk - Service Desk Portal | 01905 76 6789 if you require further advice on how to move data. Version 1 Document1 Date 27/01/2014 Team Name L&D / SaCA Author DeTu/CoMc/BrBr/BaBa/PaGu Pg 13 Amendment History New document to support W7 rollout.