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by Jason R. Rich
Working in the Cloud: Using Web-Based Applications and Tools to Collaborate Online
Cover Page
Title Page
Copyright Page
Contents at a Glance
Table of Contents
About the Author
Dedication Page
Acknowledgments
We Want to Hear from You!
Reader Services
Chapter 1: Introducing Cloud-Based Computing and Collaborating
What Is the Cloud?
The Mechanics of Cloud Storage
Security Concerns in the Cloud
Considerations When Selecting Services
How to Use Cloud-Based Computing
What You Need to Get Started
What You Should Know Before Getting Started
Chapter 2: Determining Your Needs for Cloud-Based Solutions
Common Business Uses for Cloud-Based Tools
Managing Customer Relationships
Syncing and Storing Files Across Devices
Sharing Files
Communicating with Group Messaging
Conducting Interactive Polling and Q&A Sessions
Integrating Services with Microsoft Office 365
Collaborating in Real Time
Sharing Screens and Virtual Whiteboards
Recording and Playing Back Virtual Meetings
Voice Calling and Video Conferencing
Overview of Online File-Sharing and Collaboration Services
Box
Cisco WebEx
DocuSign
Dropbox and Dropbox Paper
Evernote
Google G Suite
Microsoft Exchange and SharePoint
Microsoft Office 365
Salesforce
Skype
Slack
Trello
Chapter 3: Becoming a More Efficient Collaborator
Working Efficiently with File-Storage and Data-Syncing Services
Tips for Effective File-Sharing
Maintain Control of the Files You Share
Manage Permissions for Shared Content
Understand How You Can Lose Control of Content
Maintain a Version History for Important Documents and Files
Etiquette and Strategies for Real-Time Collaboration
15 Tips for Getting the Most from Using Collaboration Tools
Develop a Meeting Plan
Strategies for Effectively Using Chat or Group Messaging
Chapter 4: Understanding Cloud-Based Security Concerns
Certifications from Recognized Organizations
Types of Security Threats
Ways to Protect Yourself When Using the Cloud
User Mistakes That Often Lead to Security Problems
Strategies for Password Creation and Management
Two-Factor Authentication
Virtual Private Networks
Norton WiFi Privacy Service
Additional VPN Service Options
Chapter 5: Collaborating with Box
Getting to Know Box
File Storage
File Sharing
Integrated Collaboration Tools
Understanding Box Subscription Plans and Pricing
Individual Plans
Business Plans
Using Box with PCs and Macs
Customizing Your Box Profile and Account Settings
Working with Box Messages
Managing Files and Folders Within Your Box Account
Taking Advantage of Box’s File Management and Collaboration Tools
Using Box Notes
Using Box with a Smartphone or Tablet
Getting Online Support
Chapter 6: Using Cisco WebEx for Large-Group Collaboration
Cisco WebEx Overview
WebEx and Spark Service Plans
Premium 8 Plan
Premium 25 Plan
Premium 200 Plan
Cisco Mobile Apps
WebEx Video Conferences
Getting Started with WebEx Tools
Scheduling a Meeting
Starting Your First Video Conference or Virtual Meeting
Collaboration in a Spark Virtual Workspace
Security Considerations
Chapter 7: Using DocuSign to Review, Edit, Sign, and Share Documents
DocuSign Overview
Benefits of DocuSign
DocuSign Subscription Plans
The DocuSign Mobile App
Interview with DocuSign Founder and CEO Tom Gosner
Chapter 8: Managing Collaboration with Dropbox
Dropbox Overview
File Storage in the Cloud
File-Sharing Functionality
Data Syncing
Dropbox Subscription Plans
The Dropbox Plus Plan
The Dropbox Standard Plan
The Dropbox Advanced Plan
Dropbox Software
The Dropbox Mobile App
The Dropbox.com Website
Dropbox Paper
Chapter 9: Taking Notes and Staying Organized with Evernote
Evernote Overview
Evernote Pricing
Setup of Evernote
Note-Taking in Evernote
Evernote’s Data-Syncing and File-Sharing Tools
Collaboration
Add-Ons, Third-Party Apps, and Templates
Chapter 10: Working in Google’s G Suite
Google G Suite Overview
G Suite Plans and Pricing
G Suite Basic
G Suite Business
Getting Started with G Suite
Collaborating Using Docs
Using G Suite’s Communications Tools
Hangouts Meet
Google+
Gmail
Chapter 11: Using Microsoft Office 365 for Collaboration and File Sharing
Office 365 Overview
Office 365 Subscription Plans and Pricing
Microsoft Office 365 Home Subscription Plans
Microsoft Office 365 Small Business Subscription Plans
Microsoft Office 365 Enterprise Subscription Plans
File-Sharing and Collaboration Tools
File Sharing Directly from OneDrive
Collaboration Tools Within Office Applications
Collaboration Tools Offered by Microsoft Services
Decision Time: Avoiding Office 365 Confusion
Chapter 12: Handling Large-Group Collaboration with Microsoft Exchange Online
Microsoft Exchange Online Overview
Microsoft Exchange Online Plans and Pricing
Setup Options
Interacting Directly with Microsoft
Working with an Independent Microsoft Hosting Provider
Chapter 13: Bringing Teams Together with Salesforce
Overview of CRM Applications
Benefits of a Cloud-Based CRM Solution
Benefits of a Cloud-Based Solution
Available CRM Solutions
Overview of Salesforce
Salesforce Subscription Plans and Pricing
SalesforceIQ CRM Starter
Sales Cloud Lightning Professional
Sales Cloud Lightning Enterprise
Sales Cloud Lightning Unlimited
Getting Started with Salesforce
Chapter 14: Communicating via Skype
Skype Overview
Skype Pricing
Getting Started Using Skype for Business
Personalizing Your Skype Account
Making and Receiving Voice Calls
Understanding Voice Call Features
Initiating or Answering a Video Call
Using the Skype Messaging
Sharing Files and Using Screen Sharing via Skype
Chapter 15: Discovering Slack
Slack Overview
Slack Subscription Plans and Pricing
The Slack Free Plan
The Slack Standard Plan
The Slack Plus Plan
The Slack Enterprise Grid Plan
Getting Started with Slack
Communicating More Efficiently Using Slack
Adjusting Slack’s Security Features
Creating Detailed Profiles
Creating Topic-Specific Channels and General Channels
Customizing Notification Settings
Customizing the Appearance of Channels
Making Communication More Efficient
Taking Advantage of Integrations
Chapter 16: Maximizing Communication Efficiency with Trello
Trello Overview
Trello Subscription Plans and Pricing
The Trello Gold Plan
The Trello Business Class Plan
The Trello Enterprise Plan
Getting Started with Trello
Switching Between Boards
Creating a New Team and Inviting People to Collaborate
Exploring the Sample Welcome Board
Searching for Content
Creating a New Board
Managing Your Trello Account
Learning More About Trello
Reviewing Trello Notifications
Populating Trello Boards
Adding Members, Labels, Checklists, Due Dates and Attachments to Cards
Reorganizing Your Cards
Using Actions to Organize and Manage Information
Adding Functionality with Third-Party Apps
Chapter 17: Adapting to Quickly Evolving Technologies
Taking Advantage of Integrations
Expert Advice from Olivia Teich, Director of Products at Dropbox
Index
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