After-upgrade checklist for administrators

After-upgrade checklist for administrators

Immediately after the automated upgrade is complete, do the following tasks:

1. Implement federation if needed

2. Make any required provisioning or synchronization changes

3. Do any Exchange Online tasks you identified before upgrade

4. Get everybody ready

5. Configure Office 365

1. Implement federation if needed

The Live@edu SSO Toolkit version 4.5 will continue to work until December 31, 2014. After that, you’ll need to use a single-sign-on solution that is supported in Office 365.

See Single sign-on to plan for and implement federation in Office 365.

2. Make any required provisioning or synchronization changes

If you determined that provisioning or synchronization changes are required, implement them and then verify that provisioning is working.

  • If you were using Exchange Control Panel (ECP), continue using ECP or see User accounts and permissions for instructions on provisioning by using the Admin page of Office 365. 
  • If you plan to use Windows PowerShell, for information about the new Office 365 cmdlets and cmdlet differences in Exchange Online, see Windows PowerShell.

3. Do any Exchange Online tasks you identified before upgrade

If you identified any differences in Exchange Online that apply to your educational institution, do the after-upgrade tasks in Exchange Online differences.

4. Get everybody ready

  • Remind your users that they now have two separate accounts and ask them to sign into both:
    • An Office 365 account that is managed by your educational institution and used to access email and other Office 365 services.
    • A personal Microsoft account that is no longer managed by your institution and retains access to existing SkyDrive files, Messenger contacts, and other Microsoft services.
  • If you created custom addresses in Windows Live Admin Center, go to your domain registrar website, and then remove any CNAME records that point to go.domains.live.com. Tell your users not to use these custom addresses, as they no longer work. For more information about working with DNS records, see Domains.   

5. Configure Office 365

Subscribe to academic plans, set up administrators, and configure SharePoint Online and Lync Online.

  1. To get started, sign in at https://portal.microsoftonline.com/, and then click Admin.
    The automated upgrade subscribes you to Exchange Online (Plan 1) for Students.
  2. If you want to subscribe to the free A2 plan or to a paid academic subscription, go to the Admin page, and in the left pane, under Subscriptions, click Purchase. As part of the subscription process, you’ll be prompted to sign a new subscription agreement.
  3. Learn how password management and policies in Office 365 affect you and your users.
  4. Appoint other administrators, including a billing administrator. For details, see Assigning administrator roles.
  5. If you are using SharePoint Online and Lync Online, configure them. For information about how to configure these tools, see SharePoint Online and Lync Online.
  6. To learn more about administering Office 365, see Office 365 for enterprises: a tour for administrators. To learn more about Office 365, see Get started with Office 365. This is also a good resource for your users.

2 out of 3 people found this post helpful.

Sort by: Published Date | Most Recent | Most Useful
Comments
Page 1 of 1 (2 items)