Microsoft 365 University

Penn offers Microsoft 365 to all current full-time members of Wharton. This includes access to: Word Online, Excel Online, Powerpoint Online, OneDrive, OneNote, Mail (Faculty & Staff only), and more! You can also download and install the M365 applications on up to five devices while you have an active PennKey account.

Students: See Back Up Penn M365 (OneDrive) Data as well as Graduating Students: Account Closing Dates

Before You Start

You will need to:

Be an active Wharton student, faculty, or staff member
Have a PennKey username & password

Acceptable Use Policy

You are responsible for using Microsoft 365 services in accordance with Penn's Acceptable Use Policy. Also see the University guidelines about protecting personal and University data at Protecting Penn Data. These guidelines will help you protect your personal information and understand how to identify and handle sensitive University information.

Benefits of M365
1TB of OneDrive Storage	Usable on up to 5 devices at a time	Automatic Updates
Save directly to the cloud from your laptop	Multi-user editing	Access your files from any device

Setting or Resetting Your PennO365 Password

PennO365 credentials are what's used to login to Microsoft 365 services (formerly Office365 or O365) and are automatically created for every full-time Penn student, faculty, and staff. The username for the account is pennkey@upenn.edu. Your PennKey and PennO365 passwords are automatically synced. Follow these steps to reset a forgotten PennKey password.

M365 Email Accounts (Faculty & Staff Only)

Along with the applications included with an M365 account, faculty & staff are also provisioned a mail account. After setting your credentials using the steps above, you can access your inbox at outlook.office.com.

Downloading & Installing M365

Your PennO365 account includes access to a variety of downloadable applications including: Word Online, Excel Online, Powerpoint Online, OneDrive, OneNote, and more! M365 can be installed upon 5 devices simultaneously.

ManagingM365 Installs

Wharton members can view how many copies of Microsoft 365 are active in their account. You will be able to remove copies of M365 here if you exceed the 5 devices limit.

Back up Penn M365 (OneDrive) Data

Below you will find instructions on how to back up your Penn M365 account data; specifically anything stored in OneDrive or OneNote. If you are a student, instructions on how to back up your Google@Wharton data can be found in our Back Up Wharton Account Data using Google Takeout (Students) article.

Sharing a document in OneDrive does NOT grant ownership of the file. When the owner's M365 account expires, the document will no longer be available to the shared users unless the owner has been changed .

Back up OneDrive

Back up your M365 OneDrive data using these directions:

Back up OneNote

Back up your PennO365 Pro Plus OneNote data using these steps:

From OneNote 2016...

For Windows users: If you've recently downloaded Office365 or Office 2019, you may be missing OneNote 2016 and instead have OneNote or OneNote for Windows 10. If this is the case, you may need to download OneNote 2016 in order to backup your OneNote files.

Open OneNote 2016
Click File > Export > Notebook
Click OneNote Package > Export > Save

From OneNote (move/copy to another M365 account)...

OneNote icon

Open OneNote
Ensure the notebook has been saved to an M365 (or Microsoft) account
- This is indicated by the cloud icon with a checkmark in the top-right
Click your name in the top-right corner
Click Add account
Sign-in with a personal Microsoft or M365 account
On the left-hand pane, click the drop-down next to the name of your notebook
- Usually FirstName @ PennO365
Click More Notebooks...
Click the checkbox for whatever notebooks you want to move information to
Click Open
On the left-hand pane, click the drop-down next to the name of your notebook
Click your PennO365 ProPlus notebook
- Usually FirstName @ PennO365 ProPlus
Right-click a section or page
Click Move/Copy
Click the back-arrow next to your notebook name
Select one of the notebooks from your personal Microsoft or M365 account
Click Move or Copy
- If moving a page, you will have to designate a section
Wait for your notebooks to sync/update
- This is indicated by the cloud icon with a checkmark in the top-right

Note: If you are using OneNote for Windows 10 but would like to backup your pages as .one or .onepkg files, follow the instructions below.

OneNote icon

Open OneNote
Ensure the notebook has been saved to an M365 (or Microsoft) account
- This is indicated by the cloud icon with a checkmark in the top-right
Navigate to portal.office.com and login with said account (from Step 2)
Click OneNote
If you have multiple notebooks...
1. Right-click on the notebook you'd like to backup
2. Select Open in OneNote
3. When prompted, select OneNote 2016
If you only have one notebook...
1. Click Open in OneNote in the top-right of OneNote Online
2. When prompted, select OneNote 2016
Once OneNote is opened, click File > Export > Notebook > OneNote Package (*.onepkg) > Export > Save

Tips and Troubleshooting for Penn's M365

PennKey Not Found

If you are receiving the above error message when attempting to reset your password please contact your IT support representative. This error can occur if you transferred from another school at Penn to Wharton – this can affect students, faculty, and staff.

Trouble Logging Into M365

If you are having problems logging into PennM36, confirm you have enrolled in Penn's two-factor authentication at: https://www.isc.upenn.edu/two-step-quick-start

Microsoft Access in M365

Microsoft Access is not currently offered in Penn's Microsoft 365 software options. Wharton students who want to use Microsoft Access can log into the Virtual Lab, where it is available.

Questions?

Faculty & PhD Students: contact your Academic Distributed Representative (login required)
Staff: contact Admin Support or email admin-support@wharton.upenn.edu
Students: contact Wharton Computing Student Support or email support@wharton.upenn.edu

Penn's Client Care: Microsoft 365 for Penn Students

We recommend starting with the Penn Office 365 information on the Client Care website. These tips will help you get set up.

Microsoft 365 Support: Microsoft 365 Learning Center

You can also find extensive support and training materials are available on Microsoft's support site. These tips will help you learn to use M365.

Benefits of M365

Setting or Resetting Your PennO365 Password

M365 Email Accounts (Faculty & Staff Only)

Downloading & Installing M365

ManagingM365 Installs