Microsoft Surface 3 - v2.0 User Guide

Surface 3 User Guide

With Windows 8.1

Published: May 2015

Version 1.0

BlueTrack Technology, ClearType, Excel, Hotmail, Internet Explorer, Microsoft, OneNote, Outlook, PowerPoint, OneDrive, Windows, Xbox, and Xbox Live are registered trademarks of Microsoft Corporation.

Surface and Skype are trademarks of Microsoft Corporation.

Bluetooth is a registered trademark of Bluetooth SIG, Inc.

Dolby and the double-D symbol are registered trademarks of Dolby Laboratories.

This document is provided “as-is.” Information in this document, including URL and other Internet website references, may change without notice.

Contents

Meet Surface 3 ................................................................................................................................................................. 1

SURFACE 3 FEATURES ........................................................................................................................................................................................... 1

Set up your Surface 3 ...................................................................................................................................................... 4

The basics .......................................................................................................................................................................... 5

POWER AND CHARGING ....................................................................................................................................................................................... 5

Get online: networking ................................................................................................................................................... 6

Accounts and sign in ....................................................................................................................................................... 7

SIGN IN AND SIGN OUT......................................................................................................................................................................................... 7

ADDITIONAL ACCOUNTS ....................................................................................................................................................................................... 7

Get to know Windows ...................................................................................................................................................10

START SCREEN ..................................................................................................................................................................................................... 10

OPEN AN APP ...................................................................................................................................................................................................... 11

CHARMS ............................................................................................................................................................................................................... 11

THE FAMILIAR DESKTOP ...................................................................................................................................................................................... 11

LEARN MORE ABOUT WINDOWS ....................................................................................................................................................................... 12

Keep your Surface up to date ......................................................................................................................................12

INSTALL UPDATES MANUALLY ............................................................................................................................................................................ 12

VIEW YOUR UPDATE HISTORY ......................................................................................................................................................................... 12

MAKE SURE YOU HAVE THE LATEST SURFACE UPDATES ............................................................................................................................ 13

Surface Pen and OneNote ............................................................................................................................................13

SET UP SURFACE PEN .......................................................................................................................................................................................... 13

SURFACE PEN FEATURES ..................................................................................................................................................................................... 14

EXPLORE ONENOTE ............................................................................................................................................................................................ 15

USE SURFACE PEN IN OTHER APPS .................................................................................................................................................................... 16

Type Cover keyboard and touchpad ...........................................................................................................................16

TOUCHPAD ........................................................................................................................................................................................................... 18

Storage ............................................................................................................................................................................19

HOW MUCH SPACE DO I HAVE?......................................................................................................................................................................... 19

OneDrive: Your personal cloud ....................................................................................................................................19

SAVE AND OPEN FILES ......................................................................................................................................................................................... 19

GET TO YOUR FILES FROM ANYWHERE .............................................................................................................................................................. 20

Connect accessories and devices .................................................................................................................................21

CONNECT A TV, MONITOR, OR PROJECTOR ..................................................................................................................................................... 21

CONNECT A USB ACCESSORY (PRINTER, MOUSE, AND MORE) ...................................................................................................................... 23

ADD A BLUETOOTH ACCESSORY ........................................................................................................................................................................ 23

ADD AN AUDIO ACCESSORY ............................................................................................................................................................................... 23

PRINT OR SCAN ................................................................................................................................................................................................... 24

Surface audio features ..................................................................................................................................................24

ADJUST THE VOLUME .......................................................................................................................................................................................... 24

RECORD AUDIO.................................................................................................................................................................................................... 25

SET THE DEFAULT AUDIO DEVICE........................................................................................................................................................................ 25

CHANGE WHICH SOUNDS PLAY ......................................................................................................................................................................... 25

Cameras and the Camera app ......................................................................................................................................26

TAKE A PHOTO ..................................................................................................................................................................................................... 26

TAKE A PANORAMA ............................................................................................................................................................................................. 26

RECORD A VIDEO ................................................................................................................................................................................................. 26

TAKE A PHOTO OR VIDEO FROM THE LOCK SCREEN ......................................................................................................................................... 27

ADJUST THE FOCUS ............................................................................................................................................................................................. 27

Apps on your Surface ....................................................................................................................................................28

FIND AND OPEN AN APP ..................................................................................................................................................................................... 28

SWITCH BETWEEN APPS ...................................................................................................................................................................................... 28

CLOSE AN APP ..................................................................................................................................................................................................... 29

CHANGE SETTINGS FOR AN APP ......................................................................................................................................................................... 29

BUILT-IN APPS ..................................................................................................................................................................................................... 30

MICROSOFT OFFICE ............................................................................................................................................................................................ 34

MORE INSTALLED APPS ....................................................................................................................................................................................... 35

INSTALL MORE APPS ............................................................................................................................................................................................ 36

Customization and settings ..........................................................................................................................................38

PERSONALIZE YOUR LOCK SCREEN .................................................................................................................................................................... 38

PERSONALIZE YOUR START SCREEN .................................................................................................................................................................. 38

ADJUST YOUR TOUCHSCREEN SETTINGS ........................................................................................................................................................... 39

SYNC YOUR SETTINGS ......................................................................................................................................................................................... 39

ADD A LANGUAGE ............................................................................................................................................................................................... 40

DESKTOP SETTINGS ............................................................................................................................................................................................. 40

Accessibility ....................................................................................................................................................................41

EASE OF ACCESS ON THE SIGN-IN SCREEN ....................................................................................................................................................... 41

Care and cleaning ..........................................................................................................................................................42

PROTECT YOUR SURFACE FROM VIRUSES.......................................................................................................................................................... 42

TOUCHSCREEN CARE ........................................................................................................................................................................................... 42

COVER CARE ......................................................................................................................................................................................................... 42

BATTERY CARE ...................................................................................................................................................................................................... 42

Registration, repair, and warranty ..............................................................................................................................43

REGISTER YOUR SURFACE 3 AND SURFACE 3 TYPE COVER ........................................................................................................................... 43

REPAIR .................................................................................................................................................................................................................. 43

WARRANTY .......................................................................................................................................................................................................... 43

More help ........................................................................................................................................................................43

Power button

Press the power button to turn Surface 3 on. When Surface 3 is on, press

and hold the power button to shut down. You’ll also use the power button to put Surface to sleep, and to wake it when you’re ready to start working

again.

Windows button

The Windows button takes you to the Start screen where you can open your apps quickly, search for files on your Surface, or info on the web. If

you’re already at the Start screen, the Windows button takes you back to

the last app you were using.

Meet Surface 3

Meet Surface 3, the tablet that can replace your laptop. Use this guide to get started with your Surface 3. For more Surface 3 details and how-to info, go online to Surface.com.

Surface 3 features

Touchscreen

Use the 10.8” ClearType full HD display, with its 3:2 aspect ratio and 1920 x 1280 resolution display, to watch HD movies, browse the web, and use your favorite apps.

10-point multi-touch lets you use your fingers to select, zoom, and move things around.

Kickstand

Flip out the 3-position kickstand to work or play comfortably at your desk, on the couch, or while giving a hands-free presentation.

Wi-Fi and Bluetooth

Surface supports standard Wi-Fi protocols (802.11a/b/g/n/ac) and Bluetooth® 4.0. Connect to a wireless network and use Bluetooth devices such as keyboards, mice, printers, and headsets.

Cameras

Surface 3 features an 8 megapixel rear-facing camera with autofocus, and a 3.5 megapixel, fixed-focus, front-facing camera. Both cameras record video in 1080p, with a 16:9 aspect ratio (widescreen). Front and back privacy lights help make sure there are no surprises.

Microphone

Use the front-facing microphone for calls and recordings.

Stereo speakers

Stereo speakers with Dolby® enhanced sound let you listen to music, podcasts, and audio books.

Ports and connectors

Surface 3 has the ports you expect in a full-feature laptop:

 Full-size USB 3.0 port

Connect a USB accessory—like a mouse, printer, Ethernet adapter, USB drive, or smartphone.

 Micro USB charging port

Charge Surface 3 using the Micro USB charging port and included Micro USB power supply.

 MicroSD card slot

Use the microSD card slot and a microSD card (sold separately) for extra storage and transferring files.

 Mini DisplayPort version 1.1

Share what’s on your Surface screen by connecting it to an HDTV,

monitor, or projector. (Video adapters sold separately.)

 3.5 mm headset jack

Plug in your favorite headset for a little more privacy when listening to music or conference calls. For more info, see Surface sound,

volume, and audio accessories on Surface.com.

 Cover connectors

Click in a thin, light, backlit keyboard—Surface 3 Type Cover (sold separately) also helps protect the touchscreen.

Software

 Windows 8.1 operating system

Windows 8.1 provides an endless array of options for entertainment and productivity at school, at home, or while you’re on the go.

 Apps

Use the built-in apps featured on your Start screen, and install tons more apps from the Windows Store. Since Surface 3 runs Windows

8.1, you can install and use your all your favorite desktop apps.

Processor

The Intel® Quad Core Atom™ processor provides the speed and power you need for smooth, fast performance.

Memory and storage

Choose from 2 GB RAM with 64 GB storage or 4 GB RAM with 128 GB storage. See Surface storage on Surface.com for info on formatted storage capacity.

Sensors

Four sensors—compass, ambient light sensor, accelerometer, and gyroscope—enable apps to do things like track motion and determine location.

If you have a Surface 3 Type Cover, click it into place and open the kickstand.

Plug the Micro USB connector into the Micro USB charging port with the power cord extending downward and the light on the connector facing toward you.

Plug the full-size USB connector on the other end of the cord into the power supply, and plug the power supply into an electrical outlet.

Press the power button to turn Surface 3 on. Windows starts, and guides you through the setup process.

Set up your Surface 3

Use the Surface 3 touchscreen or Surface 3 Type Cover (sold separately) to enter info during setup. To set up Surface 3, you’ll also need:

 An Internet connection (recommended). Setup will automatically try to connect to a network. If

your network requires a password, you’ll need to have it handy. If you don’t have an Internet connection, you can still set up your Surface, but you won’t get the latest Windows and Surface updates until you’re online.

 An account name. If you have a Microsoft account, use it to set up your Surface 3. A Microsoft

account is an email address and password you use to sign in to other Microsoft services like Xbox, Hotmail, Outlook.com, OneDrive, Skype, or Windows Phone. If you don’t already have a Microsoft account, you can create one during setup. If you prefer, create a local account. For more info, see Microsoft account or local account?

For more info on getting set up, see Set up your Surface on Surface.com.

To charge Surface 3:

1. Plug the Micro USB connector into

the Micro USB charging port with the power cord extending downward and the light on the connector facing toward you.

2. Plug the full-size USB connector on

the other end of the cord into the power supply.

3. Plug the power supply into an

electrical outlet. .

Allow 2-4 hours to charge Surface 3 fully from an empty state. It can take longer if you’re actively using Surface 3 for power-intensive activities like gaming or video streaming.

If the Surface 3 battery is drained, you’ll need to charge Surface 3 for a few minutes before it’ll turn on. Depending on how low the battery is, you may see a battery icon on the screen for 10-15 minutes before Windows starts.

To check the battery level, open the desktop and select the battery status icon on the right side of the taskbar.

Important Your Surface 3 is designed to work best with the included power supply. Using a third-party power supply may result in slow charging.

The basics

Power and charging

Make your battery last

For info on how to conserve power and make your Surface battery last longer, see Surface Pro and

Surface 3 battery and power on Surface.com. To learn about settings that control how your Surface

uses power, see Power plans: Frequently asked questions on Windows.com.

Touch, keyboard, pen, and mouse

With Surface, you can easily switch between using touch, a keyboard, a mouse, or a pen.

 Touch. You can use your fingers on the touchscreen, the same as you would on a smartphone.

For example, drag your finger across the screen to scroll. For demos of the gestures you can use, see Touch: Tap, swipe, and beyond on Surface.com.

 Keyboard. Click in a Surface 3 Type Cover (sold separately) or use a full-size USB or Bluetooth

keyboard. There’s also a built-in on-screen keyboard you can use. For more info, see How to

use the Surface on-screen keyboard on Surface.com.

 Touchpad or mouse. Use the Type Cover touchpad, or connect a USB or Bluetooth mouse. For

more info, see Touchpad use and settings, Connect a USB mouse, printer, and more, and Add a

Bluetooth device on Surface.com.

 Surface Pen. Take notes, draw, and mark up documents using Surface Pen (sold separately).

You can jot a quick note in OneNote, even when you have Surface 3 locked. Just click the pen and start writing. Your note will be in the Quick Notes section of OneNote the next time you sign in. For more info, see Using Surface Pen on Surface.com.

Get online: networking

Connect to a Wi-Fi network

1. Swipe in from the right edge of the screen, and select Settings > wireless network .

2. Select a network name, and select Connect. (If you want to connect to this network every

time it's in range, select Connect automatically).

3. If prompted, enter your network security key (network password), and select Next. If you

need help finding your wireless network password, see How to find your wireless network

password on Surface.com.

4. Choose whether to connect to other PCs and devices on the network. Choose No if you’re

connecting to a network in a public place like a café.

Connect to a wired network

1. Plug a USB to Ethernet adapter (sold separately) into the USB port on your Surface.

2. Plug an Ethernet cable into the adapter, and plug the other end of the cable into your

router or an Ethernet network port.

3. Swipe in from the right edge of the screen, select Settings > wired network .

4. If prompted, enter your user name and password.

5. To see if you’re online, go to Start , and open Internet Explorer.

Disconnect from a network

1. Swipe in from the right edge of the screen, select Settings > wireless network (or

wired network ).

2. Select the network with a Connected status, and choose Disconnect.

Accounts and sign in

To sign in:

1. Turn on or wake Surface by pressing the power button.

2. Swipe up on the screen or tap a key on the keyboard.

3. If you see your account name and account picture, enter your password and select the right

arrow or press Enter on your keyboard.

4. If you see a different account name, select the left arrow. Then select your own account,

enter your password, and select the right arrow or press Enter on your keyboard.

To sign out:

 Go to Start , select your account name in the upper-right corner, and then select Sign

out.

Additional accounts

Each person who uses your Surface should have his or her own account to sign in. When you set up your Surface, your account is created based on the info you supply.

From this account, you can create, modify, or remove other accounts. If you want, you can give other accounts these abilities, too. For details, see Manage accounts with an Administrator account.

Microsoft account

Local account

An email address and password you use to sign in on computers running Windows 8.1 or later, and to sign in to other Microsoft services like Xbox, Hotmail, Outlook.com, OneDrive, Skype, or Windows Phone.

A user name and password that works only on this one computer.

You can keep your personal settings in sync with any other PC you have running Windows

8.1 or Windows RT 8.1 that you sign into with your Microsoft account.

You need to personalize each computer individually.

When you sign in to your Surface with your

Microsoft account, you’re also connected to

your OneDrive, Skype, and Windows Store accounts.

You’ll need to sign on to services like OneDrive, Skype, or Windows Store each time you want to access them.

Documents, photos, and other files you create are saved to your OneDrive by default. OneDrive is like a local folder that follows you wherever you sign in with your Microsoft account.

Your files aren’t automatically saved to the

cloud.

If you forget the password for a Microsoft account, you can go to https://account.live.com/password/reset to reset your password online.

If you forget the password for your local account, Microsoft can’t help you reset your password or access your files.

First, though, think about whether any new account you create will be a local account that works only on this one Surface, or a Microsoft account (an email address and password that you use to sign in to Windows). A Microsoft account provides the best experience.

Later, you can decide what level of control the account should have: Standard, Administrator, or

Child.

Microsoft account or local account?

Here are some key differences between a Microsoft account and a local account:

If you’re not sure whether you have a Microsoft account, or you can't remember the email address

you used with those services, you can easily sign up for a new, free email address. See Create a user

account on Windows.com to learn how.

Account types: Standard, Administrator, or Child

The account type determines what you can do using that account. Choose one of these account types:

 Administrator. When you sign in with an administrator account, you can create, change, or

remove (delete) other accounts, and you can set the account type on other accounts you create. You can also install apps.

The first account on your Surface is always an administrator account. To create another administrator account, you need to first create the new account, and then edit it to make it an administrator account.

 Standard. People using a Standard account can create and edit files and personalize their

settings, but they can’t create, change, or remove any other accounts. They may not be able to install some apps. When you create a new account, it’s a standard account unless you edit the

account to make it an administrator account, or you set it up as a Child account.

 Child. Child accounts are controlled by the Family Safety settings you apply to the account. See

Keep your kids safer on the PC on Windows.com to learn how to turn on Family Safety features.

Manage accounts with an Administrator account

When you sign in with an Administrator account, you can create, change, or remove other accounts.

To create an account:

1. Sign in with an Administrator account.

2. Go to Start , and select PC settings > Accounts > Other accounts > Add an

account.

3. Enter the email address that the new account will use to sign in to Windows, and select

Next.

If you know the email address the new account user uses to sign in to Microsoft services,

enter it. Or, you can sign up for a new email address, add a child’s account, or sign in

without a Microsoft account (not recommended).

Start is the heart of your Surface—it’s where you open apps, check your calendar, mail, and more in live tiles, and get to your favorite websites.

From Start you can search for files, apps, and settings, and search the web.

To set an account type:

1. Sign in with an Administrator account.

2. Go to Start , and select PC settings > Accounts > Other accounts, and select the

account you want to change.

3. Select Edit, and under Account type, choose the account type, and select OK.

To delete an account:

1. Sign in with an Administrator account.

2. Go to Start , and select PC settings > Accounts > Other accounts, and select the

account you want to remove.

3. Select Remove > Delete account and data.

For more on accounts, see All about accounts on Surface.com.

Get to know Windows

Start screen

There are several ways to get to Start:

 Tap the Windows button on your Surface.  Press the Windows logo key on your keyboard.  Swipe in from the right edge of the screen, and select Start .  Move your mouse to the lower-left corner of the screen, and select Start .

Customize Start by adding, removing, rearranging, and resizing tiles. For more info, see Personalize

your PC on Windows.com.

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