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Introduction to Office 365 Administration Center

This is an introduction to Office 365 (Administration center). This mail will be very important for those who don’t know how to manage Admin panel of O365.

Introduction

  • Office 365 – Admin Center
  • Dashboard
  • Domain Setup
  • Users and Groups
  • Service Settings
  • Service Health
  • Reports
  • Support

Office 365 – Admin Center

Microsoft Office 365 is a cloud-based service for businesses of varied sizes that helps them create SharePoint sites to share documents and other data, Exchange mails, Lync unified communication, etc. Instead of installing and deploying SharePoint Server 2013, Exchange Server 2013 and Lync 2013 on premises, organizations can sign to SharePoint Online to provide employees with collaboration and information management capabilities that work with familiar Office applications.

To administer, manage and monitor Office 365 with SharePoint Server 2013, Exchange Server 2013 and Lync 2013 for an organization, we need a one stop location administrator. Microsoft has provided us Admin Center for Office 365, where administrator can control SharePoint Server 2013, Exchange Server 2013, Lync 2013 and other relevant products of Office 365.

The Admin Center is the central location for all the corresponding components of Office 365, SharePoint, Lync and Exchange, etc. The Global administrator users of the Microsoft Online Services Portal will have permissions to manage service licenses, users and groups, domains, and subscribed services.

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The Admin Center page provides links for managing licenses and general system configuration. You can check on planned maintenance, enter a service request, and verify billing information. The first user created when the account was set up is configured as a Global administrator role. This gives them the ability to set up and manage additional user accounts as well as general account configuration. In the later part of the article, we will see how to create and add new roles and users.

Dashboard

The Global administrator users will be having the dashboard view of Microsoft Office 365 environment. The following screen capture will show the dashboard view and some of the key areas have been highlighted.

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Let’s see what the key areas highlighted in are with numbers in the screen capture.

  1. Navigation links to all key areas to manage and administer Office365 environment.
  2. Service Overview will show service health, inactive email users and service requests.
  3. Based on the Service Overview option user can have the corresponding information.
  4. Shortcut URL to administrators for managing Office365 environment.
  5. Admin link to specific service SharePoint, Exchange and Lync, etc.

Domain Setup

Office 365 also provides an Enterprise solution that is prepared towards larger and more grown organizations. This kind of organization will likely already have an on-premise solution and want to move to a cloud-based solution. Here in this section, we will setup the Office 365 for our organization.

Here, we will see how to connect to existing domain and active directory details will be synced and reused with Office 365. Here, the administrator will have two options to setup the domain and build the platform in the Office 365 cloud for the organization. The following are the two options for the domain setup.

  • Basic
  • Custom

In the following screen capture, you will visualize how the setup page will be for administrators.

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Basic: The basic setup option is mainly focused on for the organizations who wanted to create new users and mailboxes in the cloud, and can import the emails to cloud and make it up to run with minimal effort.

Custom: The custom setup option is for migrating on-premises messaging systems. Basically for large or complex IT environments to Synchronize directories, Deploy Active Directory Federation Services, single sign-on, set up hybrid messaging with Exchange Server, Support shared address book and messaging coexistence with an on-premises email system.

Here in this demonstration, we all see how to setup using the basic option. Now click on the basic setup button as referred in the following screen capture image to proceed further.

 

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Now you will be navigated to the next page with list of all the configuration activity listed out with navigation hyperlinked. The following is the screen capture for your reference.

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  •  Add a domain.
  • Add users, assign licenses, and create mailboxes.
  • Help your users get set up.
  • Configure your domain for email delivery.
  • Import user data (Optional).
  • Lync Online and your SharePoint team site are ready to use.

Adding a domain is the first step. Only domain names that you own can be added to the domain list. If you don’t own a domain name, you can purchase one from a domain registrar, and then return to add it to Office 365. Here in this demonstration, we’re adding a domain name called ‘agcindia’ to the domain list.

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Once after adding the domain name, the next step will be the domain verification page. One should be the owner of the domain, which is about to be added in the Office 365.

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Next is the verification process, to begin the verification process, we should add a specific record to the DNS records at your domain registrar. We then look for the record to verify ownership. Each DNS provider supports different features, so we provide two ways that you can verify ownership: by creating a TXT record or an MX record.

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Once after all the verification process is completed, the user will be navigated to the domain list page. Where you can manage multiple domains; edit, troubleshoot, and DNS settings, etc.

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Users and Groups

Users and groups help the global administrator to manage users profiles, security groups, bulk import users, etc. Let’s start exploring options available in the users and group section.

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Here in the above users and group section, you can see the users listed under the active users section. First let’s see how to add single user using add option http://www.codeproject.com/KB/office/687129/image011.png highlighted in the above screen capture.

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Fill in the mandatory details as listed in the above screen capture, the additional details are optional to fill in to create user.

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For the same user, we can provide the administrator role based on our need. Just select the Yes option under the Assign Role and greyed ‘Select a Role’ drop down list will show you a list of different administrator roles available.

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Next step will be assigning the license for the user under the Office 365; we can assign users to specific set of the products under the Office365 environment. Here in the following screen capture, you can see for my account; I no longer have any more licenses to assign for the specific user. In this case, the user will be created in the Office 365 cloud with no products to access in the Microsoft Office 365.

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Now let’s see how the groups are created and managed in the Office 365. To create new security group, use the add option highlighted in the below screen capture.

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Fill in the display name for the user group and description is the optional column for your user group. Now click save to proceed to the next step of creating security group.

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Now the following screen will show the list of users under the available users. Select the users that you need to add to the security group and click Add.

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Service Settings

Service Settings is the area in which the administrator will be able to find the key administrator activity link and information. For the Exchange Server online, administrator can see the links referencing, policies to protect email from spam and malware, and help keep your data confidential, mail flow and auditing.

Creating site collection link, Lync-to-phone, dial-in conference, password expiry policies and other user software links to download and install in the user computer.

Service Setting contains the four main sections.

  • Mail
  • Sites
  • Voice Conferencing
  • User Software
  • Passwords

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Mail – In this option, all the configuration falls under the Exchange on Office 365. We will study in detail about the same in the next article, and will explain this option under the Exchange admin center.

Sites – In this option, the administrator will be able set up the Site Collection to share and publish information online.

Voice & Conferencing – In this option, all the configuration falls under the Lync on Office 365. We will study in detail about the same in the next article, and will explain this option under the Lync admin center.

User Software – Here you can find a list of software for download and installed directly to your laptop or personal computers. You can seeOffice 2013, SharePoint Designer 2013 and Lync 2013. Office 2013 will help you to create, edit office related files like Document, PowerPoint, Excel, etc. SharePoint Designer 2013 helps to customize SharePoint sites. Lync 2013 is a tool for instant message, voice and data communication.

Passwords – Here, the administrator can manage the password expiration policy for the users under your Office 365.

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Service Health

Service health will provide the complete dashboard view for all the services running under your Office 365. The view will contain the status for today with past six day’s status history.

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Reports

In the reports section, the administrator will be able to view the site usage, site usage, activity log and filter summary of the mails, sites and other related contents. On the Reports page, the Overview tab has a list of reports you can view. Click other tabs to see reports for relevant categories.

To view reports about how your organization is using the Office 365 services, go to the Office 365 admin center, and click Reports in the left pane. You can use information from these reports to identify issues, filter data, and download data into Excel.

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The reports overview page contains related reports for the following four main categories:

  • Mail
  • Protection
  • Rules
  • DLP (Data Loss Prevention)

Let’s explore each one of the categories with all reports offered to administrators.

Mail: The mail section covers three reports for the administrator Mailbox login activity, New and deleted mailboxes and New and deleted groups.

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Mailbox login activity: The number of active and inactive mailboxes over time.

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New and deleted mailboxes: The number of mailboxes deleted, created, and archived by day, week, month, and year.

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New and deleted groups: The number of groups that were created and deleted by day, week, month, and year.

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Protection: Shows inbound, outbound, malware detection mail traffic, based on how the mail is filtered, such as spam, virus, and transport rules. The following are list reports offered under the protection category filtered inbound mail, filtered outbound mail, inbound spam filtered, inbound malware detection summary, outbound, malware detection summary, top malware and outbound suspicious filtering summary

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Rules

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When you click a report name, you will see a report graph. You can:

Filter the data: To see only the data you are interested in, use the drop-down filters above the graph, or the time-span indicators below the graph.

See related information: For some reports, there will be additional information in a table below the graph. In addition, related reports are linked to from the thumbnail-sized pictures to the right of the main graph.

In the reports section, all the reports, rules, etc. fall under the Exchange Product on Office 365. We will study in detail about the same in the next article and will explain this option under the Exchange 2013 online management.


IntroductionTo Office Administration Center

Introduction

  • Office 365 – Admin Center
  • Dashboard
  • Domain Setup
  • Users and Groups
  • Service Settings
  • Service Health
  • Reports
  • Support

Office 365 – Admin Center

Microsoft Office 365 is a cloud-based service for businesses of varied sizes that helps them create SharePoint sites to share documents and other data, Exchange mails, Lync unified communication, etc. Instead of installing and deploying SharePoint Server 2013, Exchange Server 2013 and Lync 2013 on premises, organizations can sign to SharePoint Online to provide employees with collaboration and information management capabilities that work with familiar Office applications.

To administer, manage and monitor Office 365 with SharePoint Server 2013, Exchange Server 2013 and Lync 2013 for an organization, we need a one stop location administrator. Microsoft has provided us Admin Center for Office 365, where administrator can control SharePoint Server 2013, Exchange Server 2013, Lync 2013 and other relevant products of Office 365.

 

office_center

The Admin Center is the central location for all the corresponding components of Office 365, SharePoint, Lync and Exchange, etc. The Global administrator users of the Microsoft Online Services Portal will have permissions to manage service licenses, users and groups, domains, and subscribed services.

The Admin Center page provides links for managing licenses and general system configuration. You can check on planned maintenance, enter a service request, and verify billing information. The first user created when the account was set up is configured as a Global administrator role. This gives them the ability to set up and manage additional user accounts as well as general account configuration. In the later part of the article, we will see how to create and add new roles and users.

Dashboard

The Global administrator users will be having the dashboard view of Microsoft Office 365 environment. The following screen capture will show the dashboard view and some of the key areas have been highlighted.

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Let’s see what the key areas highlighted in are with numbers in the screen capture.

  1. Navigation links to all key areas to manage and administer Office 365 environment.
  2. Service Overview will show service health, inactive email users and service requests.
  3. Based on the Service Overview option user can have the corresponding information.
  4. Shortcut URL to administrators for managing Office 365 environment.
  5. Admin link to specific service SharePoint, Exchange and Lync, etc.

Users and Groups

Users and groups help the global administrator to manage users profiles, security groups, bulk import users, etc. Let’s start exploring options available in the users and group section.

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Here in the above users and group section, you can see the users listed under the active users section. First let’s see how to add single user using add option  highlighted in the above screen capture.

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Fill in the mandatory details as listed in the above screen capture, the additional details are optional to fill in to create user.

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For the same user, we can provide the administrator role based on our need. Just select the Yes option under the Assign Role and greyed ‘Select a Role’ drop down list will show you a list of different administrator roles available.

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Next step will be assigning the license for the user under the Office 365; we can assign users to specific set of the products under the Office 365 environment. Here in the following screen capture, you can see for my account; I no longer have any more licenses to assign for the specific user. In this case, the user will be created in the Office 365 cloud with no products to access in the Microsoft Office 365.

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Now let’s see how the groups are created and managed in the Office 365. To create new security group, use the add option highlighted in the below screen capture.

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Fill in the display name for the user group and description is the optional column for your user group. Now click save to proceed to the next step of creating security group.

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Now the following screen will show the list of users under the available users. Select the users that you need to add to the security group and click Add.

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Service Settings

Service Settings is the area in which the administrator will be able to find the key administrator activity link and information. For the Exchange Server online, administrator can see the links referencing, policies to protect email from spam and malware, and help keep your data confidential, mail flow and auditing.

Creating site collection link, Lync-to-phone, dial-in conference, password expiry policies and other user software links to download and install in the user computer.

Service Setting contains the four main sections.

  • Mail
  • Sites
  • Voice Conferencing
  • User Software
  • Passwords

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Mail – In this option, all the configuration falls under the Exchange on Office 365. We will study in detail about the same in the next article, and will explain this option under the Exchange admin center.

Sites – In this option, the administrator will be able set up the Site Collection to share and publish information online.

Voice & Conferencing – In this option, all the configuration falls under the Lync on Office 365. We will study in detail about the same in the next article, and will explain this option under the Lync admin center.

User Software – Here you can find a list of software for download and installed directly to your laptop or personal computers. You can see Office 2013, SharePoint Designer 2013 and Lync 2013. Office 2013 will help you to create, edit office related files like Document, PowerPoint, Excel, etc. SharePoint Designer 2013 helps to customize SharePoint sites. Lync 2013 is a tool for instant message, voice and data communication.

Passwords – Here, the administrator can manage the password expiration policy for the users under your Office 365.

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Service Health

Service health will provide the complete dashboard view for all the services running under your Office 365. The view will contain the status for today with past six day’s status history.

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Reports

In the reports section, the administrator will be able to view the site usage, site usage, activity log and filter summary of the mails, sites and other related contents. On the Reports page, the Overview tab has a list of reports you can view. Click other tabs to see reports for relevant categories.

To view reports about how your organization is using the Office 365 services, go to the Office 365 admin center, and click Reports in the left pane. You can use information from these reports to identify issues, filter data, and download data into Excel.

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The reports overview page contains related reports for the following four main categories:

  • Mail
  • Protection
  • Rules
  • DLP (Data Loss Prevention)

Let’s explore each one of the categories with all reports offered to administrators.

Mail: The mail section covers three reports for the administrator Mailbox login activity, New and deleted mailboxes and New and deleted groups.

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Mailbox login activity: The number of active and inactive mailboxes over time.

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New and deleted mailboxes: The number of mailboxes deleted, created, and archived by day, week, month, and year.

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New and deleted groups: The number of groups that were created and deleted by day, week, month, and year.

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Protection: Shows inbound, outbound, malware detection mail traffic, based on how the mail is filtered, such as spam, virus, and transport rules. The following are list reports offered under the protection category filtered inbound mail, filtered outbound mail, inbound spam filtered, inbound malware detection summary, outbound, malware detection summary, top malware and outbound suspicious filtering summary

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Rules

When you click a report name, you will see a report graph. You can:

Filter the data: To see only the data you are interested in, use the drop-down filters above the graph, or the time-span indicators below the graph.

See related information: For some reports, there will be additional information in a table below the graph. In addition, related reports are linked to from the thumbnail-sized pictures to the right of the main graph.

In the reports section, all the reports, rules, etc. fall under the Exchange Product on Office 365. We will study in detail about the same in the next article and will explain this option under the Exchange 2013 online management.

How To Use Office 365 Basic Steps

  1. Login with your Username & Password
  2. Once Login just change the password
  3. On top Right there is an option Outlook just click on it.

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What you’ll see in Mail

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This is where you’ll find your messages.

  1. Create a new message by clicking  New mail.
  2. Folder list. The folder list includes the folders in your mailbox. It may include other folders, such as Favorites and archive folders. You can collapse this pane by clicking the folder icon at the top. You can expand and collapse folders in this view by clicking the triangle icons next to the folder names.
  3. Search window. Type what you want to search for here, such as the name of a person you want to find messages from, or text that you want to search for to find a particular message.
  4. The message list is a list of the messages in the current folder. Each entry in the list view has additional information, such as how many unread messages there are in a conversation, or if there’s an attachment, flag, or category associated with any messages in the conversation. A conversation can have one or more messages. When a conversation is selected, you can delete it, add a flag, or add a category by clicking the icons. At the top of the list view are filters that you can click to quickly find messages that are unread, that include your name in the To or the Cc line, or that have been flagged. In addition to the filters, you’ll see the name of the folder you’re viewing and the view that you’ve selected.
  • The reading pane is where the conversation that you’ve selected is displayed. You can respond to any message in the conversation by using  Reply,  Reply all or  Forward at the top of a message to respond to it.
  1. For information about responding to messages you’ve received, see Responding to messages. For information about printing, see Printing messages.

Create a new message

To create a new message:

  1. Click  New mail above the folder list. A new message form will appear in the reading pane.
  2. To add recipients, you can type the name of anyone who is in your contacts folder or organization’s address list, or you can type the email address in the To or cc field. The first time you enter a particular person’s name, Outlook Web App searches for that person’s address. In the future, the name will be cached so it will resolve quickly.
  3. Add a subject.
  4. Type the message you want to send.
  5. To add an attachment, click  Insert then Attachment at the top of the screen and browse to the file you want to attach. For more information, see Working with attachments.
  6. To embed a picture in the message so that it appears without the recipient having to open it, click   Insert, then Picture, and browse to the picture you want to add to your message.
  7. When you’re done and your message is ready to go, click   Send.

Working with drafts

If you can’t finish writing a message right away, or want to wait a bit before you send it, you can click away from it and come back to it later to finish it. Outlook Web App automatically saves your message as you create it and adds it to your drafts folder. When you’re ready to send your message:

  1. Find the Drafts folder in the folder list and click on it.
  2. Click on the message you were working on to see it in the reading pane.
  3. Click   Continue editing or, if you’ve decided you don’t want to send the message after all, click Discard.
  4. If you still want to send the message, finish editing it and click  Send.

Open a message in a separate window

By default, you read and create messages in the reading pane, but that isn’t always what you need. Sometimes you need to be able to view a message in a separate window.

When you’re composing a new message or replying to or forwarding a message that you’ve received, you can pop it out into a new window by clicking the pop out icon   in the upper corner of the message.

To open a message that you’re reading in a separate window, click the extended menu icon  and select open in separate window.

Mail, one section at a time

Folder list

The folder list will show the default folders that are created for all mailboxes, plus any folder that you create. Depending on the setup in your organization, you may also see Favorites and Archive folders.

You can close the folder list by clicking the chevron at the top of the list. Click any folder in the list to view its contents.

You can right-click any item in the folder list to see a menu of things you can do that will affect folders—such as create a new folder, delete an existing folder, or empty the Deleted Items folder.

Search and built-in filters

You’ll find a search window and built-in filters at the top of the message list.

  • To search, click Search and start typing what you want to look for. A list of suggestions will appear underneath, and you can click on one of those to search for that item. Or you can finish entering your own search and then press Enter to start your search. To clear your search, click the icon at the right of the search window.
  • The built-in filters, all, unread, to me and flagged, are a way to quickly choose what to display in the message list. All shows all messages, unread shows message that haven’t been marked as read, to me shows all messages where your name appears in the To or Cc list, flagged shows all messages that have been flagged.

For more information about searching, see Search in Outlook Web App.

Message list

The message list shows the messages in the current folder. The messages displayed can be managed by selecting a filter or using search. The message list has tools to let you take care of some tasks quickly.

  • By selecting icons at the right of the message list, you can delete a message or conversation, or add a flag. Other icons will show you which messages have attachments, importance of (high or low), and how many unread items there are in a conversation.
  • By right-clicking a message, you can see a menu of options, such as mark a message read or unread, move it to another folder, or create a rule based on that message.
  • By clicking the triangle to the left of a message, you can expand a conversation to see all messages in that conversation.
  • Use the label at the top of the message list to switch between viewing Conversations by date and Items by date.

Reading pane

The reading pane is where messages are displayed. Not only can you read messages in the reading pane, you can respond to them without opening a new window.

  • Select  Reply,  Reply all or  Forward at the top of a message to respond to it. A blank message will appear in the reading pane at the top of the conversation.
  • Use Mark as read and Mark as unread to change the read status of a message.
  • View a menu of more options by selecting the icon   for the extended menu.
  • The reading pane is fixed and can’t be moved or turned off in the current release.

Office 365 Small Business Premium Activation


Tip of day

Office 365 Small Business Premium Activation
New Product Key Subscription

These activation steps are to be completed after you have purchased the required number of Product Keys.
1. Go to www.office.com/setup365 and click the “I understand” checkbox and then the “Start” button to begin.
The first user account becomes the default administrator of the service. This can be changed after setup is complete.
Users added during the setup will download Office when they login to the service.

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2. Enter the first 25-digit Small Business Premium Product Key. If the Product Key is valid and entered correctly,
then a green check and the number of user licenses associated with that key will appear. The total number of user
licenses to be activated shows on the far right corner of the screen.

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3. If there are additional Product Keys to activate, then click the “Add another Product Key” link, enter the
remaining Product Keys, and click “Next.” For the best user experience, be sure to enter all Product Keys during
the setup process. Customers can also add additional Product Keys via the “Add Seats” wizard at a later date.

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4. Verify that the information in the summary screen looks correct and click the “Done adding Product Keys”
button to continue the process. If the information does not look correct, click the “Back” button and add additional
Product Keys.

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5. Click the “Start step 2” button to continue the setup process. The first step of the three-step setup process has
been completed. The remaining steps are to create an Office 365 account and assign any users if required.

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6. Create an Office 365 Account. If the customer does not have an Office 365 account already, then complete the
sign-up form. If the customer is already an existing Office 365 Plan P1 subscriber, click the Sign-in button to bypass
account setup and begin the “Add Product Key seats” wizard.

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7. Click “continue” to create the Office 365 service tenant. Note that “Organization Name” is used to create an
Office 365 service tenant and needs to be unique. By clicking continue, you [the customer] accept the Microsoft
Online Subscription Agreement. At this point, the Product Keys are marked as activated and cannot be used again.
Be sure to keep the Office 365 User ID and password in a safe place so that you can login to the Office 365 service.

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Click the “Start step 3” button to continue the setup process. The second step of the three-step setup process
has been completed. The remaining step is to assign users if multiple Product Keys were entered in Step 1.

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8. If you entered multiple Product Keys during step 1, then click the “I want to create user accounts in Office 365 now” radio button & click the “next” button. This wizard will guide you through creating a user and assigning a license.

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9. Complete the add user form and click the “add user” button. Enter the First and Last name and Email address. Select the country the user resides in, and enter their personal email address if you want to send their new Office 365 user account directly via email to a personal email address; otherwise leave blank.

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10. If you plan to distribute the Office 365 account and passwords manually, then be sure to print this screen and then the click “done adding users” button. The add user wizard is now complete.

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11. The Product Key activation is now complete. Click the “start using office 365” button to begin service setup.

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12. Enter the administrator’s mobile phone number and secondary email address, for automatic password reset access, and then click the “save and continue” button. This enables Office 365 to automatically reset your password if it is ever forgotten.

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13. Begin the Office 365 Small Business Premium service setup. Follow the Office 365 startup wizard to configure your Office 365 service.

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How to Add the Partner of Record (POR) to an Office 365 Account

Below is the step to Add the Partner of Record (POR) to an Office 365 Account

1. First you will need to login to your Office 365 Admin Control Panel.

2. Click on Admin

3. Click on the Manage

4. Click on the office 365 product you have purchased.

5. Click add partner

6. Enter in our Microsoft Partner ID number : 2047350 and click on “Check ID” Please remember that you have to sign the Microsoft Online Services Partner Agreement before proceeding.

7. Once our ID has been found, click on “OK.”

8. You will see “Comprompt Solutions” below partner Name