Special thanks to our member for creating this content: John Korduba

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Microsoft 365 – Part 1 of 4

Contents

Introduction

Admin Center

Adding a User

Editing the user account

Adding Multiple Users

Uploading a data file

Class exercise

Introduction

In this part of the training, we begin our look at Microsoft Office 365.

Data Center

A typical Data Center might have the following devices:

• Domain controller – Usually companies use 2012, 2016 or 2019 (Microsoft Windows Servers)
• 2^nd domain controller – for redundancy
• Domain Joined App server – Usually companies use 2012, 2016 or 2019 (Microsoft Windows Servers)
• Exchange Server – for mail services

Traditionally, a company would hire engineers or sys admins to manage the above devices. But now, offerings such as Microsoft 365 can provide much of this type of services management at cheaper cost. An individual user or a large enterprise can access their entire datacenter via the cloud.

• Link to Office 365
  www.Portal.office.com

Different companies would specify their own domain when logging in.

NOTE: Students sign in with the given sign in name.

For our lab, the domain is “[username]@dmv4.onmicrosoft.com”

(In our LIVE trainings we provide this information, if you are a self-paced member (Free,Plus or Premium) you will need to register for a trial account. (We do not provide this information to self-paced members)

Different apps display.

If you launch an app, notice your 365 name displays in the title bar (as per screen cap below). Because of the synchronization that cloud apps provide, you can access, for example, a Word document from any internet enabled device.

Admin Center

Once logged to Microsoft 365 (see landing page, on the right, screen cap above), notice the Admin button, indicating the user has elevated privileges.

Click Admin (“Admin Center” displays)

See (enlarged view) Left navigation pane below

Adding a User

Click Users.
(Drop down menu displays).

Click Active users.
(“Active users” screen displays)

Notice “Dan.dmv” account. This is the “root” user or owner of the site.

User “Hadi Wali” has admin rights. However, he cannot delete the “Dan.dmv” account. Dan can delete the Hadi account, however.

Click Add a user.
(“Add a user” screen displays).

Enter First name (“Ali”), Last name (“D”).

Display name generates automatically (“Ali D”) but can be edited.

Username (depends on company policy), combines with the company domain address (“dmvclient4.onmicrosoft.com”)

In Password settings area, you can either auto generate a password, or set your own.

Leave “Require this user to change their password when they first sign in” checked.

Check “Send password in email upon completion”. Enter your own email address. When you receive the password, you can communicate it to the user. You can also have the password sent automatically to up to a total of five recipients

Note: You can expect constant feature updates and changes in cloud environments.

Click Next.
(“Assign product licenses” screen displays)

Select Assign user a product license.

If you scroll down, you’ll see all the apps included in the license. You can check/uncheck as needed.

Click Next.
(“Optional settings” screen displays).

Click Roles.
(“User (no admin center access)” and “Admin center access” roles display).

Leaving User (no admin center access) selected creates a normal, non-admin user.

Click Admin center access.
(drop down list displays)

Check off rights, as applicable.

A typical admin role would be “Global admin”.

NOTE: Clicking the “i” button next to each role explains what the role involves.

Clicking Categories shows apps that the admin user may need access to.

Click Profile Info
(“User Profile” fields display)

Here some identifying information about the user (“Department,” “Office,” “Office phone,” etc. display) can be entered.

Click Next.
(“Review and Finish” screen displays).

Here we would review what we have entered. Click Edit to make changes.

Click Finish adding.
(Confirmation “Ali D added to active users” screen displays. Note the green check mark confirming entry.)

Click Close.
(“Ali D” account displays along with other Active Users.

Note: If changes do not display, click “Refresh”.

Editing the user account

Click the user account.
(“Account” information displays.)

You can manage (edit) the account from here.

Note: Many offices now have hybrid (cloud (365)) as well as on prem (Active Directory) environments.
In such hybrid environments, when a user gets added to Active Directory, the information synchs automatically with 365. You don’t have to enter the information twice.
Also, some offices only use 365.

Adding Multiple Users

(The screen cap below shows an Admin user logged into 365 “Admin center”)

Click Add multiple users.
(“Import multiple users” screen displays).

Click “Download a CSV file…” to see a sample file for importing user accounts.
(sample data file displays – notice the column headings)

Uploading a data file

Now we will upload a file of multiple users to 365.

With “Create and Upload the file” selected, click Browse.
(“Open” screen displays).

Select the file to be imported.

Click Verify.
(365 verifies that the file is in proper format).

Click Next.
(“Set user options” screen displays)

Here you can add licenses in bulk.

Click Next.
(“View your results” screen displays).

In this case, we had licenses available for 3 users.

Uncheck “Email the results files to these people”
(“Send and close” changes to “Close without sending”

Click Close without sending.
(“Active users” screen displays – updated with new imported users: “demo1@dmvclient4.onmicrosoft.com”, “demo2@dmvclient4.onmicrosoft.com” and “demo3@dmvclient4.onmicrosoft.com”.)

NOTE: These users were added as “Global Admins”.