- REMOTE WORK CHECKLIST
- USING MICROSOFT TEAMS FOR VIRTUAL MEETINGS
If you have obtained permission to work from home, use this checklist in advance to ensure that you have the necessary equipment and that it is properly configured.
Important Note: When connecting remotely to your office computer do not choose the ‘Shut down’ option when disconnecting as you will power off your office PC and we will not be able to remotely power it back on. If you are unable to connect to your office PC please contact the ITS Service Desk at 613-520-3700/ITS.Service.Desk@carleton.ca
Choose ‘Disconnect’ not ‘Shut down’
- Do you have a Carleton laptop you will bring home?
- Do you have an existing home computer?
Note: during the COVID-19 situation, if you do not have a mobile device or a computer at home to perform your work, staff and faculty can bring their office desktop computer home. Please confirm and let your manager know if you need to do this.
- Nothing extra is required if you already use your mobile phone to answer your Duo 2-factor prompts at work; do the same at home.
- If not, take a moment to add to your Duo configuration one or more additional numbers to which you will have access at home: i.carleton.ca/its/duo
- If you require assistance, call the Service Desk.
Services that are accessible from a browser
Most faculty and staff-facing services are directly accessible from a home Internet connection, using a web browser and/or an app:
- Email exchange.carleton.ca or Outlook for Windows or Mac Mail app
- Departmental websites carleton.ca
- Intranet websites i.carleton.ca
- Carleton Central central.carleton.ca
- cuLearn culearn.carleton.ca
- cuCollab cucollab.carleton.ca
- OneDrive onedrive.microsoft.com or OneDrive app
- Teams teams.microsoft.com or Teams app
Services that require a VPN connection
As the number of simultaneous VPN connections into campus is limited, consider maintaining a VPN connection only as long as you actually need it.
- Network drives (W, V, P)
- Alternatively consider copying the files you need, before working from home
- Travel & Expense workflow
- INB Banner, e.g. Banner Forms banner.cunet.carleton.ca
- Note: Banner requires Internet Explorer. If you only have a Mac at home, you’ll need to get access to a PC.
- Remote Desktop
- Only if you have both a computer at home and a computer left powered on at Carleton
Services that are accessible with just a browser
If you have identified that you can work from home using services accessible from a web browser, you need only confirm you have Duo 2-factor configured to use a phone or phone number accessible from home, and you are good to go.
You will find most web-based services work well with the Chrome web browser.
Services that require a VPN connection
- VPN configuration
- Network Drives
- Travel & Expense workflow
- Banner INB, Forms access
- Remote Desktop Connection
- Requires a PC left at Carleton, powered up, Remote Desktop enabled; set to never sleep, and for which you know the Device name:
- Device name: Right-click Start Menu; select “System”
- Set to Never Sleep: Right-click Start Menu; select “Power Options”, set “Sleep” to “Never” (scroll to bottom of the list)
- Enable Remote Desktop (enabled by default for CUNET PCs): Right-click Start Menu; select “System”, click on “Remote Desktop”
- For CUNET domain-attached PCs, membership in the localsecurity group, “Remote Desktop Users,” is required. Contact the Service Desk to configure.
- Setup and check your Voicemail: carleton.ca/its/help-centre/voicemail or better yet, avoid checking and…
- Have your voicemail messages automatically emailed to you: carleton.ca/its/all-services/phone/list-of-services/voicemail-advanced-voicemail/#advanced
- Optional: Forward your desk phone to a line you can access from home (cell or landline): carleton.ca/its/help-centre/forward-your-extension/
Note: If you are already away from your desk, contact the Service Desk to submit a ticket to have your phone forwarded.
- Optional: Request a Teleworker VOIP phone at home to provide a Carleton number at your home: carleton.ca/its/all-services/phone/list-of-services/work-from-home-teleworker/
Note 1: As this is a limited capacity service, departments with call centres and service desks have priority.
Note 2: Do not take your office VOIP phoneset home before your Teleworker VOIP request is approved — your office phoneset will not work from home without an external power adapter and a license.
- Voice Bridge: you can add a Quick Conference voice bridge to your desk phone number, which gives you a voice bridge for meetings: 613-520-3456, along with a 4-digit conference ID to share: carleton.ca/its/all-services/phone/conferencing/
- Screen Sharing – Audio/Video Conferencing: You can share the contents of your computer screen with other users, using the Microsoft Teams app. The Teams app also provides voice conferencing — assuming EVERYONE is using the Teams app (on their computer or phone). If you must accommodate phone connections, then a separate Voice Bridge (e.g. see Quick Conference above) can provide the audio component of your meeting, with those using the Teams app to view shared screens, muting their microphones to prevent audio feedback over the voice bridge.
Teams works in web browsers but for the best experience download the App on your phone tablet or computer.
All staff and faculty are licensed to use MS Teams, a tool for running remote meetings, and can additionally invite students (or 3rd-parties) by their email address (e.g. JaneDoe@cmail.carleton.ca).
NOTE: If a particular staff/faculty member’s name does not show up in the pick-list when you start typing their name to invite them, simply have them register their @cunet.carleton.ca staff/faculty email address here: carleton.ca/its/ms-offer-faculty (The use of Microsoft Teams by staff/faculty assumes they have previously ENABLED their Office 365 “extras” license, for example to use OneDrive, or to obtain the MS Office Desktop suite for home use).
Setting up Teams meetings is built directly into Outlook on both Mac and PCs.
- To schedule a meeting, open Outlook and switch to the calendar view.
- Click Meeting and at the top of the view click Team Meeting
- Add intended meeting attendees as per usual meeting invites.
Teams meeting details will be added after you send the invitation.
Emails inviting you to Teams meeting will contain a link to Join Microsoft Teams Meeting
- Click the link and your Teams App should open.
- In a call or meeting, move your mouse across the window to display the Call Options.
- Select the Share Desktop
- You will be prompted to choose one of your screens/desktops or windows/programs to share.
- Click on the desired content you’d like to share.
- If you’re sharing a screen, your entire desktop will shared, and the shared area will be outlined in red.
- If you’re sharing a program, only that program will be shared, and just that program will be outlined in red. As you change the size of this window, the red outline will change with it. Anything that appears over the shared program—whether a notification popping up or an application you drag over—will show up as a grey box to everyone else in the call.
- To stop sharing, choose the Stop Sharing icon in the Call Options Window.