All anyone needs to succeed with today’s cloud productivity and collaboration tools Clearly explains the cloud concepts and terminology you need to know Helps you choose your best options for managing data, content, and collaboration Shows how to use cloud services more securely and efficiently Today’s cloud-based collaboration and productivity tools can help companies work together more effectively at a lower cost. But wideranging choices and enormous hype make it tough to choose your best solutions. In Working in the Cloud, Jason R. Rich demystifies your options, introduces each leading tool, reviews their pros and cons, and offers tips for using them more successfully. This book covers Box, Cisco WebEx, DocuSign, Dropbox, Dropbox Paper, Evernote, Google Docs, Google Drive, Microsoft Exchange, SharePoint, Microsoft Office 365, Salesforce.com, Skype for Business, Slack, Trello, and more. Throughout, he offers practical guidance on adjusting everyday workflows and processes to make the most of them. You’ll learn how to enforce security in the cloud, manage small group collaborations, customize tools to your unique needs, and achieve real-time collaboration with employees, partners, and customers across virtually all devices: PCs, Macs, tablets, and smartphones. If you’re ready to take full advantage of the cloud but don’t know how, get Working in the Cloud: It’s all you’ll need to know. Compare the resources you need to implement each cloud solution Organize data, documents, and files for easiest access Get access to your tools and content wherever you go Make sure your cloud-based appsand tools work together smoothly Enforce security and privacy using encryption and other technologies Plan security strategies for team leaders, members, and collaborators Encourage new workstyles to make the most of cloud collaboration Use Office 365 and/or Google G Suite for content creation, management, and collaboration Collaborate in large groups with WebEx, Exchange, SharePoint, and Slack Share, synchronize, and collaborate on content with Box and Dropbox Connect your sales team with Salesforce Take notes and stay organized with Evernote Securely review, edit, digitally sign, and share documents with DocuSign Manage tasks and projects visually with Trello Improve communication and reduce costs with Skype Discover tips and tricks for better, simpler, real-time collaboration

Table of Contents:
Chapter 1: Introducing Cloud-Based Computing and Collaborating 2     What Is the Cloud? .............................................................................................3         The Mechanics of Cloud Storage ...............................................................5         Security Concerns in the Cloud ..................................................................5         Considerations When Selecting Services ...................................................6     How to Use Cloud-Based Computing ...................................................................8     What You Need to Get Started .............................................................................9     What You Should Know Before Getting Started ..............................................11 Chapter 2: Determining Your Needs for Cloud-Based Solutions 12     Common Business Uses for Cloud-Based Tools ..............................................12         Managing Customer Relationships ...........................................................13         Syncing and Storing Files Across Devices ...............................................14         Sharing Files .............................................................................................15         Communicating with Group Messaging ...................................................16         Conducting Interactive Polling and Q&A Sessions ...................................17         Integrating Services with Microsoft Office 365 .........................................17         Collaborating in Real Time ........................................................................18         Sharing Screens and Virtual Whiteboards ................................................19         Recording and Playing Back Virtual Meetings ..........................................19         Voice Calling and Video Conferencing .....................................................19         Overview of Online File-Sharing and Collaboration Services ................20         Box ............................................................................................................21         Cisco WebEx ...........................................................................................22         DocuSign ..................................................................................................24         Dropbox and Dropbox Paper ...................................................................25         Evernote ....................................................................................................26         Google G Suite .........................................................................................27         Microsoft Exchange and SharePoint ........................................................28         Microsoft Office 365 ................................................................................28         Salesforce .................................................................................................29         Skype ........................................................................................................30         Slack .........................................................................................................30         Trello .........................................................................................................31 Chapter 3: Becoming a More Efficient Collaborator 34     Working Efficiently with File-Storage and Data-Syncing Services ..............35     Tips for Effective File-Sharing .....................................................................37         Maintain Control of the Files You Share ...................................................37         Manage Permissions for Shared Content .................................................39         Understand How You Can Lose Control of Content ................................40         Maintain a Version History for Important Documents and Files ...............41     Etiquette and Strategies for Real-Time Collaboration .....................................41         15 Tips for Getting the Most from Using Collaboration Tools ..................42         Develop a Meeting Plan ............................................................................44         Strategies for Effectively Using Chat or Group Messaging ......................46 Chapter 4: Understanding Cloud-Based Security Concerns 48     Certifications from Recognized Organizations ...............................................48     Types of Security Threats .................................................................................49     Ways to Protect Yourself When Using the Cloud ...........................................50     User Mistakes That Often Lead to Security Problems ....................................53     Strategies for Password Creation and Management ...................................54     Two-Factor Authentication ..............................................................................56     Virtual Private Networks ..................................................................................57         Norton WiFi Privacy Service ....................................................................58         Additional VPN Service Options ...............................................................60 Chapter 5: Collaborating with Box 62     Getting to Know Box .................................................................................62         File Storage ...............................................................................................63         File Sharing ..............................................................................................64         Integrated Collaboration Tools .................................................................65     Understanding Box Subscription Plans and Pricing ....................................................66         Individual Plans .........................................................................................66         Business Plans ..........................................................................................66     Using Box with PCs and Macs .....................................................................67         Customizing Your Box Profile and Account Settings ...............................69         Working with Box Messages ....................................................................70         Managing Files and Folders Within Your Box Account ............................71         Taking Advantage of Box’s File Management and Collaboration Tools ...73         Using Box Notes .......................................................................................77     Using Box with a Smartphone or Tablet .......................................................79     Getting Online Support ................................................................................81 Chapter 6: Using Cisco WebEx for Large-Group Collaboration 82     Cisco WebEx Overview ..................................................................................82     WebEx and Spark Service Plans .................................................................84         Premium 8 Plan .........................................................................................85         Premium 25 Plan .......................................................................................85         Premium 200 Plan .....................................................................................85     Cisco Mobile Apps .........................................................................................86     WebEx Video Conferences ........................................................................88         Getting Started with WebEx Tools ...........................................................88         Scheduling a Meeting ...............................................................................94         Starting Your First Video Conference or Virtual Meeting ..........................96     Collaboration in a Spark Virtual Workspace .................................................99     Security Considerations .................................................................................101 Chapter 7: Using DocuSign to Review, Edit, Sign, and Share Documents 102     DocuSign Overview ........................................................................................102     Benefits of DocuSign .......................................................................................103     DocuSign Subscription Plans ........................................................................107     The DocuSign Mobile App ..............................................................................108     Interview with DocuSign Founder and CEO Tom Gosner .........................110 Chapter 8: Managing Collaboration with Dropbox 116     Dropbox Overview ......................................................................................116         File Storage in the Cloud ........................................................................118         File-Sharing Functionality .......................................................................119         Data Syncing ...........................................................................................121     Dropbox Subscription Plans ......................................................................................122         The Dropbox Plus Plan ...........................................................................122         The Dropbox Standard Plan ...................................................................123         The Dropbox Advanced Plan ..................................................................123     Dropbox Software .........................................................................................124     The Dropbox Mobile App .................................................................................130     The Dropbox.com Website ..............................................................................133     Dropbox Paper ..................................................................................................135 Chapter 9: Taking Notes and Staying Organized with Evernote 142     Evernote Overview ..........................................................................................142     Evernote Pricing ...............................................................................................144     Setup of Evernote ......................................................................................145     Note-Taking in Evernote .................................................................................146     Evernote’s Data-Syncing and File-Sharing Tools ............................................149     Collaboration ................................................................................................152     Add-Ons, Third-Party Apps, and Templates ..................................................154 Chapter 10: Working in Google’s G Suite 156     Google G Suite Overview ..........................................................................156     G Suite Plans and Pricing ..........................................................................159         G Suite Basic ..........................................................................................159         G Suite Business .....................................................................................159     Getting Started with G Suite ........................................................................160     Collaborating Using Docs ...........................................................................163     Using G Suite’s Communications Tools .......................................................170         Hangouts Meet .......................................................................................170         Google+ ..................................................................................................170         Gmail .......................................................................................................170 Chapter 11: Using Microsoft Office 365 for Collaboration and File Sharing 172     Office 365 Overview ...................................................................................172     Office 365 Subscription Plans and Pricing .......................................................175         Microsoft Office 365 Home Subscription Plans ......................................175         Microsoft Office 365 Small Business Subscription Plans .......................176         Microsoft Office 365 Enterprise Subscription Plans ...............................177     File-Sharing and Collaboration Tools .......................................................................177         File Sharing Directly from OneDrive ........................................................177     Collaboration Tools Within Office Applications .................................................181     Collaboration Tools Offered by Microsoft Services ......................................186     Decision Time: Avoiding Office 365 Confusion ............................................187 Chapter 12: Handling Large-Group Collaboration with Microsoft Exchange Online 188     Microsoft Exchange Online Overview ..............................................................189     Microsoft Exchange Online Plans and Pricing ..................................................190     Setup Options .....................................................................................................192         Interacting Directly with Microsoft ..........................................................193         Working with an Independent Microsoft Hosting Provider .....................193 Chapter 13: Bringing Teams Together with Salesforce 196     Overview of CRM Applications ...........................................................................196         Benefits of a Cloud-Based CRM Solution .............................................198         Benefits of a Cloud-Based Solution .......................................................199         Available CRM Solutions ........................................................................199     Overview of Salesforce .....................................................................................200     Salesforce Subscription Plans and Pricing ......................................................201         SalesforceIQ CRM Starter ......................................................................202         Sales Cloud Lightning Professional ........................................................202         Sales Cloud Lightning Enterprise ............................................................202         Sales Cloud Lightning Unlimited .............................................................203     Getting Started with Salesforce ..................................................................204 Chapter 14: Communicating via Skype 216     Skype Overview ..............................................................................................216     Skype Pricing ................................................................................................219     Getting Started Using Skype for Business ................................................220     Personalizing Your Skype Account ................................................................222     Making and Receiving Voice Calls ..............................................................223     Understanding Voice Call Features ..................................................................225     Initiating or Answering a Video Call .................................................................226     Using the Skype Messaging .........................................................................229     Sharing Files and Using Screen Sharing via Skype .....................................230 Chapter 15: Discovering Slack 234     Slack Overview ..........................................................................................235     Slack Subscription Plans and Pricing ................................................................236         The Slack Free Plan ................................................................................236         The Slack Standard Plan .......................................................................237         The Slack Plus Plan ...............................................................................238         The Slack Enterprise Grid Plan ...............................................................238     Getting Started with Slack ...............................................................................239     Communicating More Efficiently Using Slack ...............................................251         Adjusting Slack’s Security Features .......................................................251         Creating Detailed Profiles .......................................................................252         Creating Topic-Specific Channels and General Channels .....................253         Customizing Notification Settings ...........................................................253         Customizing the Appearance of Channels .............................................253         Making Communication More Efficient ...................................................254         Taking Advantage of Integrations ...........................................................254 Chapter 16: Maximizing Communication Efficiency with Trello 256     Trello Overview ..............................................................................................256     Trello Subscription Plans and Pricing ............................................................258         The Trello Gold Plan ...............................................................................259         The Trello Business Class Plan ...............................................................259         The Trello Enterprise Plan .......................................................................260     Getting Started with Trello ..........................................................................260         Switching Between Boards .....................................................................262         Creating a New Team and Inviting People to Collaborate ......................263         Exploring the Sample Welcome Board ...................................................265         Searching for Content ............................................................................265         Creating a New Board ............................................................................265         Managing Your Trello Account ...............................................................266         Learning More About Trello ....................................................................268         Reviewing Trello Notifications .................................................................268     Populating Trello Boards .............................................................................268         Adding Members, Labels, Checklists, Due Dates and         Attachments to Cards ...........................................................................269         Reorganizing Your Cards ........................................................................273         Using Actions to Organize and Manage Information ..............................274     Adding Functionality with Third-Party Apps ...............................................276 Chapter 17: Adapting to Quickly Evolving Technologies 278     Taking Advantage of Integrations ..................................................................282     Expert Advice from Olivia Teich, Director of Products at Dropbox ...............283 9780789759023, 9/12/2017, TOC