Header
Introduction
You must complete the steps outlined in this checklist to complete your migration to NHS.net Connect. It is important that all steps are completed to ensure you can work seamlessly in the new environment.
This checklist is split into the following sections:
Once all steps have been completed, please submit your responses to confirm completion and receive additional information.
Disclaimer: Please note in this checklist, any references to '@org.nhs.uk' shown in images represent legacy '@' environment.

References to '@nhs.net' represent the new NHS.net Connect national environment.
Important!
  • If you need to go back to a previous question, use the 'Back' button at the bottom of the form.
  • Do not use the 'back' button in the browser as this will make you start again.
  • Do not refresh this page as this will take you to the beginning of this form.
Register switch (Mandatory)
âš ī¸ This step is mandatory

You must complete this registration to finish the migration process.

Please use the link below to register completion of this process:
then return to this page.
1 Have you completed registration?

Thank you for completing the registration! You can now proceed to the next page.

Please complete the registration before proceeding.

Click the link above to register your completion, then return to this page and select "Yes".

Pre-requisite checks (NHS.net account)
Before starting this form, a few actions must be taken to ensure all steps can be completed smoothly
1 Have you set up your NHS.net email and password, including Multi-Factor Authentication (MFA)?

You will need to set up your NHS.net account before proceeding.

Locate the email in your legacy mailbox from 'no-reply@nhs.net' with the subject 'Your NHS.net Log In Details'

Follow the steps via the included link, or available here: https://migrate.nhs.net/guidance/how-to-enable-your-nhs-net-account/

You must complete all 4 of the following steps in order to proceed:

  1. Change your temporary password
  2. Accept Acceptable Use Policy
  3. Set up Multi-Factor Authentication
  4. Set up an Account Secret (memorable word for security purposes)

Once you have made these changes, please change your answer to Yes above before continuing.

If you're not able to log in to your NHS.net account, please contact the as your first point of contact:

Please make sure you know your NHS.net email and password.

If you have forgotten your password, you can reset it using Microsoft's self service portal: https://passwordreset.microsoftonline.com/

Please return to this page once you are able to sign in with your NHS.net account.

Browser Profile Guidance
Before proceeding further, please review the NHS.net internet browser profile guidance provided by located here: Browser Profile Guidance and then come back to this page.
1 Have you reviewed the browser profile guidance and set up your internet browser profile accordingly where required?

Great! That means you're able to log into NHS.net using your internet browser and you're ready to proceed to the next step.

Please review the browser profile guidance before proceeding further.

Before proceeding further, please review the NHS.net internet browser profile guidance provided by located here: Browser Profile Guidance and then come back to this page.

If you're not able to set up your browser profile following the guidance, please contact the as your first point of contact:

Desktop Update Agent (DUA - Auto Start - default)
Desktop Update Agent will automatically start

The Desktop Update Agent has been configured to start automatically during your login process to help transition your desktop applications to your NHS.net account.

Important!

For users who access shared devices, please save this form for guidance. The DUA will run automatically when you log into a device for the first time.

1 The Desktop Update Agent will launch automatically after you log in.

Before the Desktop Update Agent starts, we strongly advise that all your applications are closed on your device. This will help the updates run more smoothly.

2 The Desktop Update Agent will open automatically and find your legacy account information and your new NHS.net email address.

Once your NHS.net address has been found and the start button turns blue, click the 'Start' button to begin the process.

Click Start Button
3
Did the Desktop Update Agent open automatically?

Follow the below steps to manually open the Desktop Update Agent:

3a Open the 'On Demand Migration Desktop Update Agent' by following the below steps

Click the Start Menu or Search Bar (Magnifying Glass)

Start Menu
3b Type 'On Demand Migration Desktop Update Agent' into the search bar

(You can highlight the above and copy and paste into the search box)

Search for Desktop Update Agent
3c Click on the Application to launch
Launch Desktop Update Agent
3d The Desktop Update Agent will open and automatically find your legacy account information and your new NHS.net email address to log into your apps.

Once your NHS.net address has been found and the start button turns blue, click the 'Start' button to begin the process.
Click Start Button
3e
Did the Desktop Update Agent open?

If your issue is not resolved and you are still facing difficulties, please contact the as your first point of contact:

To avoid any disruption to your work, access your Email (Outlook) and other applications online by following the steps in the guidance here: https://migrate.nhs.net/guidance/online-apps/

Select Next and continue with the checklist.

Desktop Update Agent (DUA - Manual Start)
Getting started with Desktop Update Agent

This section guides you through using the Desktop Update Agent, a tool designed to help you transition your desktop applications to your NHS.net account.

Important!

For users who access shared devices, please save this form for guidance. You will be required to complete the DUA steps when you log into a device for the first time.

1 Before opening the Desktop Update Agent application, we strongly advise that all your applications are closed on your device. This will help the updates run more smoothly.
2 Open the 'On Demand Migration Desktop Update Agent' by following the below steps

Click the Start Menu or Search Bar (Magnifying Glass)

Start Menu
3 Type 'On Demand Migration Desktop Update Agent' into the search bar

(You can highlight the above and copy and paste into the search box)

Search for Desktop Update Agent
4 Click on the Application to launch
Launch Desktop Update Agent
5 The Desktop Update Agent will open and automatically find your legacy account information and your new NHS.net email address to log into your apps.

Once your NHS.net address has been found and the start button turns blue, click the 'Start' button to begin the process.
Click Start Button
6
Did the Desktop Update Agent open?

If your issue is not resolved and you are still facing difficulties, please contact the as your first point of contact:

To avoid any disruption to your work, access your Email (Outlook) and other applications online by following the steps in the guidance here: https://migrate.nhs.net/guidance/online-apps/

Select Next and continue with the checklist.

Apps for Enterprise Licence update (DUA)
This section guides you through the Apps for Enterprise licence update using the Desktop Update Agent.
1 The Desktop Update Agent will handle the Apps for Enterprise licence update.

You do not need to take any action whilst this step is occurring. Keep the Desktop Update Agent open whilst it is reconfiguring the licence.

Once this step is finished, the Next button will turn blue.
Click 'Next' to continue with the process.

Important: Do not close the Desktop Update Agent
Apps for Enterprise Licence update
Apps for Enterprise Licence update (manual)
This section guides you through manually completing the Apps for Enterprise licence update.
1 Open any Microsoft Office application (e.g. Word, Excel, PowerPoint).

Click on 'File' in the top menu, then select 'Account'.

2 Sign out of your old account and sign in with your NHS.net credentials.

You will need to authenticate using your preferred MFA method.

3 Once signed in, your Microsoft 365 Apps for Enterprise licence will update automatically.

This may take a few moments. You should see your NHS.net account listed under the Account section.

4
Was the Apps for Enterprise licence update completed successfully?
Switching your Outlook App (Email) to NHS.net (DUA)
This section guides you through switching your Outlook account from your legacy to NHS.net using the Desktop Update Agent.
1 Close Microsoft Outlook via the blue link in the Desktop Update Agent
Important: Do not close the Desktop Update Agent
Close Outlook

The Outlook reconfiguration process will begin and once complete, your Outlook should open automatically.

Note: If your Outlook does not open automatically, please manually open your Outlook desktop app to continue with the process.
3 You may be prompted to sign in with your new NHS.net account.

Proceed to sign in to your NHS.net account if prompted. You will need to authenticate using your preferred MFA method.

If you are not prompted to sign in, please skip this and carry on with the steps.

Please ensure you have ticked 'This is a private computer'.

Sign in to NHS.net
4 Once signed in, Outlook will begin synchronising your emails and calendar.
It may take a while for your Outlook app to set up depending on the number of items in your mailbox.

1 - If you have access to shared mailboxes / calendars, these will appear on the left-hand side, below your personal mailbox.

2 - It may take some time for all mailboxes / calendar events to appear.

Example:

Outlook Synchronization Example 1
5 If you have Microsoft Outlook (Email) on any of your work / personal mobile devices, instructions can be found at the end of this guide detailing how you can get it updated to NHS.net.
6 The Desktop Update Agent has successfully switched your Outlook to use your NHS.net account.

Click 'Finish' to close the Desktop Update Agent.

Finish Desktop Update Agent
7
Were you able to access your migrated NHS.net Outlook (Email)?

Great! That means you're ready to proceed to the next step.

If your issue is not resolved and you are still facing difficulties, please contact the as your first point of contact:

To avoid any disruption to your work, access your Email (Outlook) and other applications online by following the steps in the guidance here: https://migrate.nhs.net/guidance/online-apps/

Select Next and continue with the checklist.

Switching your Outlook App (Email) to NHS.net (Manual)
This section guides you through manually switching your Outlook account from your legacy to NHS.net.
1 Open Microsoft Outlook on your computer.

If Outlook is currently open, please close it completely before proceeding.

2 Click on 'File' in the top menu, then select 'Account Settings' > 'Account Settings'.

This will open the Account Settings window.

3 Select your old account and click 'Remove'.

Don't worry - your emails are safely stored on the server and will be available in your new NHS.net account.

4 Click 'New' to add a new account.

Enter your NHS.net email address and click 'Connect'.

5 Sign in with your NHS.net credentials.

You will need to authenticate using your preferred MFA method.

Please ensure you have ticked 'This is a private computer'.

6 Once signed in, Outlook will begin synchronising your emails and calendar.
It may take a while for your Outlook app to set up depending on the number of items in your mailbox.

If you have access to shared mailboxes / calendars, these will appear on the left-hand side, below your personal mailbox.

7 If you have Microsoft Outlook (Email) on any of your work / personal mobile devices, instructions can be found at the end of this guide detailing how you can get it updated to NHS.net.
8
Were you able to access your migrated NHS.net Outlook (Email)?

Great! That means you're ready to proceed to the next step.

If your issue is not resolved and you are still facing difficulties, please contact the as your first point of contact:

To avoid any disruption to your work, access your Email (Outlook) and other applications online by following the steps in the guidance here: https://migrate.nhs.net/guidance/online-apps/

Select Next and continue with the checklist.

Sign into OneDrive (DUA)
1 Sign into OneDrive with your NHS.net account using the Desktop Update Agent.

The Desktop Update Agent will guide you through signing into OneDrive. Open OneDrive and sign in using your NHS.net email address and password.

Sign into OneDrive (Manual)
1 Open OneDrive on your computer.

If OneDrive is already running, right-click the OneDrive cloud icon in the system tray (bottom-right corner of your screen).

2 Sign out of your old account.

Click on the Settings icon (gear icon), go to 'Settings', then select your old account and click 'Unlink this PC'.

3 Sign in with your NHS.net account.

Click 'Sign in' and enter your NHS.net email address and password. You will need to authenticate using your preferred MFA method.

4 Complete the setup process.

Follow the on-screen instructions to complete the OneDrive setup. Your files will begin syncing automatically.

Sign into Teams (DUA)
1 Sign into Microsoft Teams with your NHS.net account using the Desktop Update Agent.

The Desktop Update Agent will guide you through signing into Teams. Open Microsoft Teams and sign in using your NHS.net email address and password.

Sign into Teams (Manual)
1 Open Microsoft Teams on your computer.

If Teams is already running, you'll need to sign out of your current account first.

2 Sign out of your old account.

Click on your profile picture in the top-right corner, then click 'Sign out'.

3 Sign in with your NHS.net account.

Enter your NHS.net email address and password. You will need to authenticate using your preferred MFA method.

4 Your Teams account is now switched to NHS.net.

All your chats, teams, and channels will be available in your NHS.net account.

Sign into OneNote
7 Sign into OneNote with your NHS.net account.

Open OneNote and sign in using your NHS.net email address and password.

Sign into SharePoint
8 Access SharePoint with your NHS.net account.

Navigate to your SharePoint sites and ensure you can access them with your NHS.net credentials.

Important information about shared files
9 Review important information about shared files.

Please review how shared files will be handled in the new NHS.net environment and ensure you understand the changes.

Important information about work / personal mobile devices
10 Review mobile device information and requirements.

Please review the mobile device policies and ensure your devices are properly configured for NHS.net access.

Useful tools to help your transition
11 Review useful tools and resources for your transition.

Familiarize yourself with the tools and resources available to help you during and after the migration.

Welcome to NHS.net Connect
🎉

Congratulations!

You have successfully completed your migration to NHS.net Connect.

Your account is now set up and ready to use. You can now access NHS.net services using your NHS.net account.

If you have any questions or need assistance, please contact the IT support team.

Page 1 of 12