Chapter 11
IN THIS CHAPTER
Using Microsoft Office Online apps
Using emailing and the calendar with Microsoft Outlook
Using iCloud office tools
Storing data in the cloud with OneDrive and iCloud
Displaying and commenting on PDF files with Adobe Reader
Google has made tremendous headway with its suite of office products: Gmail for email, Docs for word processing, Sheets for spreadsheets, and Slides for presentations. These are popular both in business as well as with home users. And, as previous chapters note, they all work great on Chromebooks. That said, you may have your reasons for considering and using alternatives.
The undisputed leader in office software around the world in business, schools, and homes is Microsoft Office, whose powerhouse programs include Outlook for email, calendar, and contacts, Word for word processing, Excel for spreadsheets, PowerPoint for slide presentations, OneNote for note-taking, Skype for collaboration, and OneDrive for storing data in the cloud. These tools are all available in the Office suite. They are also available for Chromebooks, and they work great on Chromebooks as well as Windows PCs and even Macs.
For the average user, it's fair to say that Microsoft Office and Google’s suite of tools are roughly equivalent in terms of features and functions. How you get things done varies a bit between the two. But if you are reasonably good at Google Docs, for instance, you’ll require no time at all to be productive with Microsoft Word. The same can be said of Sheets versus Excel and Slides versus PowerPoint. Only a professional user will spot the differences, but for everyone else, Google versus Microsoft is a little bit like Coke versus Pepsi, Ford versus Chevy, or the Yankees versus the Mets. They’re all good and they get the job done.
In this chapter, you dive into the Microsoft Office Online world, including installing and using all the tools. I don't go into as much detail on the Microsoft Office tools as I do the Google tools (Gmail, Docs, Sheets, Slides, and Drive) in other chapters, but I show you enough to get started. If you are using Office tools on your Chromebook, I recommend you pick up a copy of Office 2019 All-in-One For Dummies, by Peter Weverka as well as Office 365 All-In-One For Dummies, by Peter Weverka and Timothy L. Warner.
But wait! No, I’m not about to try to sell you Ginzu knives, but you do have even more choices to consider. This chapter looks at Apple’s iCloud suite of office tools as well. Yes, Virginia, you can run Apple iCloud apps on a Chromebook. Oh, and the chapter covers about using Adobe Reader for reading, inserting comments, and signing PDFs.
To get started with Office Online, make sure that you’re logged into your Chromebook. Open your Chrome browser and go to https://www.office.com/
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As with Google’s suite of tools, you can use the basic version of Office Online for free. Office Online includes 5GB of free storage in OneDrive and versions of Word, Excel, and PowerPoint. The information offered in this chapter deals mainly with the use of a free account.
If you don’t have a Microsoft Office account, this is a good time to create one. You need to use the free or the paid versions of Office. To create a Microsoft account, go to https://www.office.com/
and click the Sign In link. Then, find the link to create an account. Your email address will be your user ID (even if it’s a Gmail address), and you need to create a password and answer some other questions. After your account is set up, go back to www.office.com
and sign in. After signing in with your new account, you see the Office Online home page, shown in Figure 11-1.
If you use Office Online, you want to bookmark the landing page because this page is where you begin. On the landing page, you can access all the free Office Online tools, which I briefly explore in this section.
As soon as you begin some operation in Office Online (sending your first email, for example), you are asked to verify your account. Office Online asks for your mobile number so that it can send you a code to enter. This safeguard helps to prove that you are logging in to your Office account rather than some hacker who luckily guessed your user ID and password (or obtained them in some other way). Figure 11-2 shows an example of a verification screen.
OneDrive is the app you use to store your data in the cloud. If you know the basics about Google Drive, you already understand OneDrive: You have folders and files that you can upload and download; you can also create and edit them using word processing, spreadsheet, and presentation tools.
From the Office Online main page, click OneDrive. Your list of files and folders appears. The first time you use OneDrive, you see a Welcome page with an offer to show you around. I suggest that you take a minute for the nickel tour.
The main OneDrive window shows two default folders, Documents and Pictures, and a file called Getting Started With OneDrive. Until you are familiar with OneDrive, I suggest you keep that Getting Started file as a handy reference. Your initial OneDrive page should resemble Figure 11-3.
In OneDrive, you can upload files or directories by following these steps:
Click the Upload button near the top of the OneDrive screen.
A small File Upload window appears.
Click Files.
The file selector window appears.
On the far left, click the Menu button (three horizontal lines).
You can access only the Downloads folder here. If the file you want to upload to OneDrive is in the Downloads folder on your Chromebook, you can select it.
After you have selected files, click Open on the far right side of the window.
The selector window closes and your selected files are uploaded to OneDrive.
If you want to upload files from other folders, such as any in your Google Drive, you can do that, but you need to use a drag-and-drop method (which, by the way, works for any files on your Chromebook). First, make sure your that browser is not in Full-Screen mode. Reduce the size of the window a little bit until you see a part of the desktop. Then follow these steps to upload files from other folders:
Outlook is the Microsoft Office Online app used for email, as well as for managing calendars and contacts.
To launch Outlook, log in to Office Online, which gets you to the Office main page (refer to Figure 11-1). Click Outlook, which opens that app in a new tab in your browser. The first time you log in, you might be asked some questions, including your preferred language and your time zone. After you get through any of those one-time formalities, you see the Outlook main page, which includes the display of an initial message welcoming you to your new Outlook.com account. Figure 11-5 should pretty closely resemble what you see.
Outlook is functionally equivalent to the combination of Gmail, Google Calendar, and Google Contacts — all in one app. Along with Figure 11-5, which shows all the different parts of the Outlook main window, here’s a brief tour of Outlook so that you can find your way around:
Before you can begin sending and receiving email with Outlook, you need to connect your Gmail account to Outlook. To do so, follow this procedure:
Click Options.
The Mail Options window opens.
Click Mail, then Accounts, then Connected Accounts.
The Connected Accounts window opens.
Under Add a Connected Account, click Gmail.
The Connect Your Google Account window opens, as shown in Figure 11-6.
Read the options below the Display Name field carefully and select the one you want.
Your selection will determine how you use Outlook. In this example, I selected the second option so that I can send and receive Gmail using Outlook.
Read the option about where you want your Gmail content to be stored in Outlook and make a selection.
I selected the “Create a New Folder for Imported Email” option.
Click Okay.
The Google login page appears.
Fill in your Google user ID and password.
On the next page, Microsoft Outlook informs you of its intention to move email in your Gmail account over to Outlook.
Read the actions carefully and then click Allow if you agree.
After clicking Allow, you can use Outlook to send and receive email using your Gmail account.
Follow these steps to compose a new email message:
Click the blue, circled + (plus sign) near the upper-left corner.
The Compose Message window appears, as shown in Figure 11-7.
Similar to Google Calendar, Outlook has a built-in calendar system that lets you make appointments, set reminders, and invite others to events. To access Outlook Calendar, click the function selector at the lower-left corner of the Outlook window; it looks like three little white boxes. Next, click Calendar. The main calendar is displayed (see Figure 11-8) and contains the following controls:
To add an item to your calendar, click the Add Calendar Item button (refer to Figure 11-8). The window shown in Figure 11-9 opens and allows you to fill in some details:
Duration: With a default of 30 minutes, you can select any appropriate value, even All Day.
If you click More Details, the window expands in size and shows several more fields.
Repeat: Outlook asks whether this is a repeating event, such as an anniversary, a weekly chore, or a monthly appointment. If you select this, you have more details to specify, including the frequency of the event and number of times it should occur (or on what date it should end).
When you have filled everything out, click the Save button (a disk-like icon near the upper right side of the calendar window. The event or item appears on your calendar.
Outlook contacts keeps track of the people in your life, or work, or both! Like an address book or a Rolodex, Outlook Contacts helps you remember all those details. Google Contacts does this, too, so Outlook Contacts doesn’t have any particular advantage here.
To view your contacts, click the function selector (the icon with little squares at the bottom-left corner of the Outlook window) and then click People. The People window appears.
If you’ve just opened a new Outlook account, you probably have no contacts there. To add a contact, follow these steps:
Click the familiar blue, circled + (plus sign) button.
The Add Contact window appears.
When you’re done, click the Save button.
If you change your mind and don’t want to add the contact now, click the circled X button that is next to the Save button.
That’s all there is to it!
After you have added a contact, you see the entry in the list to the left. On the right side, several links to other tasks appear, such as for setting up a calendar event (which invites the contact), or sending an email. If you sync the contact to your phone (covered later in this book), you can call the person if you filled in a phone number.
You can edit a contact later on by following these steps:
Click the Save button (the disk-like button near the upper-right corner).
Your changes are saved.
If you change your mind and don't want to keep your changes, click the circled X button that is next to the Save button.
Your changes are discarded and the contact's information is unchanged.
The main power of Outlook Contacts is the ability to send email to people without having to remember their email address. In Outlook email, when you are composing a message, a nifty feature in Outlook email called Autocomplete helps you by filling in the rest of a recipient's email address after you've typed the first few letters of their email address or their name.
Microsoft Word is one of Microsoft’s flagship software products, going back to 1983. Today, Microsoft Word is the gold standard for business word processing, and it’s available on Chromebooks.
Okay, a bit of a disclaimer: The version of Word in Office Online and on Chromebooks is not quite as full-featured as the versions available for Windows and Macs. But for many users, Word has more capabilities than they will ever need. In fact, I’m writing this part of the chapter on my Chromebook using Word, and a part of it using Word Online on my Mac.
To open Word, go to your Office Online main page (https://www.office.com
) and click Word. Figure 11-11 shows the Word Online main page.
On the Word main page, you have a lot of options. You can open a new blank document, open a document from one of many templates provided by Word, or upload a file from your Chromebook and edit it with Word. Word employs toolbars called the Ribbon. If you look again at Figure 11-11, you can see that the Home tab is open. On this tab, you can format your text in many different ways, including your choice of font, font size, bold, underline, text color, highlight color. You can format paragraphs to be left- or right-justified, centered, or full, and you can add bullets and numbering. If you click the Layout tab on the Ribbon, you see you find ways to control page size and orientation, margins, and more. On the Review tab, you can run the spelling and grammar checker, insert comments, and count the number of words in your document.
Word and Google Docs are compatible. In other words, you can create and work on a document in Word and then send it to someone else who can work on it using Google Docs. Until you get into some of the very advanced features of Word, such as the use of Word template “.dot” files, you’ll never run into a problem.
To download the Word app, follow these instructions:
Search for Microsoft Word.
You should see the app that resembles what you see in Figure 11-12. Be sure that it says Microsoft Corporation under the app name; otherwise, you’re not viewing the right app!
Word works great on Chromebooks, whether you use the web app or download the local app. Entire books have been writing about Word, so you can find far more information than I have time and space to show you here; to learn more, pick up a copy of Office 365 All-In-One For Dummies, by Peter Weverka and Timothy L. Warner.
Microsoft Excel is the undisputed king of spreadsheets in the business world. And as you can with Outlook and Word, you can use Excel on your Chromebook. In this section, you dive right in.
To start Excel, log in to Office.com and click the Excel button. When Excel starts, you see a screen similar to what appears in Figure 11-13. You have several choices: You can start a new, blank spreadsheet by clicking any of the several templates shown; you can upload a spreadsheet (called a workbook) that is stored on your Chromebook; or you can open a spreadsheet that is stored in your OneDrive. Figure 11-14 shows Excel with the New Blank Workbook template chosen.
As with Google Sheets, a spreadsheet in Excel consists of cells arranged in rows and columns. You can put numbers or other text such as dates (or just words, phrases, and sentences) in a cell. You can adjust the height of rows and the width of columns. You can put in formulas to calculate things, like the total or average of cells in a column of cells.
Microsoft Excel and Google Sheets are compatible, which means that, for the most part, you can create a spreadsheet in one program and use it in the other.
PowerPoint is Microsoft's presentation app, and it's very much like Google Slides. More accurately, Google Slides is a lot like Microsoft PowerPoint. As is true of other Microsoft Office applications, PowerPoint is the ruler of presentation applications. Just as you can do with Word and Excel, you can create a presentation in PowerPoint that someone else can view and make changes to using Google Slides. This doesn't mean that every minute feature is available and exactly alike, but they do work together pretty well.
To open the PowerPoint program, first log in to www.office.com
and click the PowerPoint link. PowerPoint starts and shows a screen like the one in Figure 11-15. When you proceed to create your first PowerPoint slide presentation, you start with a blank presentation, as shown in Figure 11-16.
The paradigm for PowerPoint is just the same as that for Google Slides. Each page is called a slide; slides have different layouts; and you can add and arrange text boxes, shapes, and images on each slide. The place for speaker’s notes is the same as in Google Slides, and you can view your presentation in a presentation mode that allows others see your big, beautiful slides on a big screen or projector while you sit back and view it in Presenter’s view, which lets you read your notes and not forget what you want to say.
The OneNote app is made for general note-taking and organizing notes according to categories that the user sets up. OneNote is quite popular for busy people who need to organize random bits of information on many different topics.
To start OneNote, log in to Office at www.office.com
and click the OneNote icon. If you haven’t used OneNote before, a window opens that offers to give you a short tour of OneNote’s features. I suggest you take the time to view this — it takes only a minute. The tour asks you a couple of questions about how you might use the program, and it sets up a set of initial categories for storing your notes. I chose the “personal” categories and accepted the defaults. The result was some pre-made categories that you can see in Figure 11-17.
In this section, I describe the areas and controls in OneNote, which I identify in Figure 11-18.
As with other Google and Microsoft Office tools, you can share a note by clicking the Share button near the upper-right corner.
Just as Google Drive gives two or more persons the ability to edit a Docs document, Sheets spreadsheet, or Slides presentation at the same time, Microsoft’s OneDrive allows multiple people to edit a document, spreadsheet, or presentation at the same time.
For two or more people to edit a document at the same time, the document owner must share the document with others. To share in Excel, you click the Share button; in Word, you click the Share or Get Link button. Figure 11-19 shows a user in Excel sharing a spreadsheet with another user. When you fill in a user’s email address and then click Share, the recipient(s) receives an email that contains a URL that users can click to open the document and view or edit it.
Skype gained a reputation around the world as an Internet-based instant messaging tool. This popularity got the attention of Microsoft, which bought the company in 2011. Skype is now a part of Microsoft's Office suite.
You can use Skype for instant messaging between people. Because Skype works on not only Chromebooks but also Windows and Mac computers, as well as iPads, iPhones, and Android tablets and smartphones, you and your friends and associates are able to stay in touch and reach each other almost any time. Further, you can send not only text messages but also images, and you can even have live video and audio conversations.
Skype is available in other forms, too. You can add Skype to your Chrome browser as an add-on, and you can download and use the Skype app.
Follow these directions to start and use Skype:
Go to the Office.com home page and click the Skype icon.
The main Skype window appears, as shown in Figure 11-20.
Note the Enable Notifications window at the left. Skype asks permission to send you notifications, which will appear in the Notifications area on your Chromebook. Receiving notifications can be useful because it lets you know when someone has sent you a message on Skype.
Add contacts by clicking the Add Contact link and searching by a contact’s name, email, phone, or Skype ID.
If you know someone's Skype ID but you can't find that contact in a search, you need to send an invite to that person, who can then accept you as a contact.
To start a Skype conversation, click Contacts and then select a contact by clicking it in the list of contacts.
A new conversation window opens on the right side of the Skype menu.
Start typing where you see the words “Type a message here” and then click the Send Message icon to send your message.
Clicking Enter when typing a message in Skype starts a new paragraph. Send a message by clicking the Send Message icon.
If the person you’re contacting can receive Skype notifications on an available device, that person immediately sees your message. Figure 11-21 shows a sample conversation.
You can explore much more in Skype. One of the best resources is the Skype Help guide, found at https://support.skype.com
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As if the Google and Microsoft office suites weren't enough, you can also considers Apple's offering, iCloud, which is as complete as the others. iCloud provides an email app and apps for a calendar, contacts, notes, and reminders. iCloud also offers the Pages word processing app, the Numbers spreadsheet app, Keynote for presentations, and more.
iCloud will be relevant for you if you’re an Apple household (or business) and want to get your Chromebook in on the action. But in contrast to Microsoft Office, iCloud offers no downloadable apps for your Chromebook; instead, all apps are in the cloud that access through your browser, just as you do Google Docs, Sheets, Slides, and so on.
To get started in iCloud, go to www.icloud.com
If you don’t have an account, you can sign up for one at no cost. After you set up an account and log in, you see the iCloud main page (see Figure 11-22).
In Apple's iCloud suite, you store files (documents, pictures, and anything else you would save in Google Drive or on your Chromebook) in the iCloud storage service, called iCloud Drive. iCloud Drive makes all your files available from all your devices anytime you're online.
Using the iCloud file storage site is so similar to using Google Drive and Microsoft OneDrive that you can refer to those sections, earlier in the chapter, if you need help getting to it. The main page of iCloud looks like what you see Figure 11-23. By the way, you get here by clicking the iCloud logo after you log in to iCloud at www.icloud.com
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In the iCloud service, Apple creates folders for Pages, Numbers, and Keynote. Some of the other folders shown in Figure 11-23 are folders I have added.
Pages is Apple’s iCloud word processing program, and guess what? Pages is similar to Google Docs and Microsoft Word. As with Docs and Word, you can create documents in one of these programs and later open and edit documents in either of the other two — that is, they’re all basically compatible with one another.
Pages, however, is not as fully functional in a web browser as are the Pages apps for Macs, iPads, and iPhones. But for basic editing, you may be fine. When you open a document with Pages, you see a little warning that tells you that Chrome on a Chromebook does not fully support Pages (see Figure 11-24). With Firefox or DuckDuckGo, Pages doesn’t work at all. Still, you can get away with using Pages for basic editing while using the Chrome browser on a Chromebook. Figure 11-25 shows the Pages app, where I’m editing the text in this very paragraph.
To edit a document with Pages, go to the iCloud main page and open the Pages app. Then, navigate to the file you want to edit (or click Add a Document to create a new one). Click the paintbrush icon on the right side of the toolbar to open a toolbox that provides tools for performing all the usual kinds of character and paragraph formatting that you may need to do.
Numbers is the spreadsheet program in Apple’s iCloud suite. I know I’m beginning to sound like a broken record if you’ve read all the way through this chapter, but Numbers is similar to Google Sheets and Microsoft Excel — so much so that you can interchange worksheets with all three programs.
To open a spreadsheet with Numbers, go to the main iCloud pages and click Numbers. Then browse the spreadsheet you want to open, or create a new one. Figure 11-26 shows a spreadsheet that has been opened with iCloud Numbers. Click the paintbrush icon near the upper-right corner to open a formatting window so that you can format the cells, rows, and columns in your spreadsheets.
With Numbers, you can input numbers, dates, and text in individual cells. You can also input formulas that show the result of calculations on the values of one or more cells. Numbers lets you work with fonts, colors, shading, and borders so that you can spruce up your spreadsheets for the appearance you need to make them more readable and useful.
Keynote is Apple’s iCloud presentation program, and it’s compatible with Google Slides and Microsoft PowerPoint. All the same basic functions found in Slides and PowerPoint are in Keynote as well. Like Pages and Numbers, Keynote is not fully supported in the Chrome browser on your Chromebook. Still, you can get the basics done. Figure 11-27 shows a presentation open with Keynote.
PDF, or Portable Document Format, is a widely recognized standard for documents the world over. Although your Chrome browser can read and display PDF documents right in the browser window, you may want — or need — to display PDF documents using the Adobe Reader app.
One reason you may need to use Adobe Reader is if you’ve been asked to sign a PDF document, or you want to add comments to a PDF document. If this applies to you, and you want to do this on your Chromebook, you’re in luck.
To get the Adobe Reader application, follow these steps:
To open a file with Adobe Reader:
Click the filename.
The document opens, as shown in Figure 11-28.
You can also open a PDF document with Adobe Reader by opening the Files app, Alt-clicking the file you want to open, and clicking Select Open With and then Adobe Acrobat.
To create a comment in the PDF files you are viewing, click the blue circled pencil icon at the lower-right corner of the page.
A toolbar appears that allows you to insert comments or make suggested changes to the text.
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