Enabling Education with Office 365Step by step guide to create and configure an Office 365 Education subscription for any School or University

Denis

a-DeniCh@Microsoft.com

+40722.744.793

What is Office 365 Education (A1)?

What is Office 365 Education (A1)?• Web versions of Word, PowerPoint, Excel, OneNote, and Outlook

• Desktop version of OneNote

• Microsoft Teams, a digital hub that integrates the conversations, content, and apps your school needs to be more collaborative and engaged

• Class and Staff notebooks

• Professional Learning Community (PLC) groups

• Self-grading quizzes with Forms

• Digital storytelling with Sway

• Inform and engage with communication sites and team sites throughout your intranet using SharePoint

• Compliance solutions with a unified eDiscovery center

• Rights management, data loss prevention, and encryption

• Enterprise video service for creating, managing, and sharing videos securely across an organization

• App development without writing code to extend business data quickly with custom web and mobile apps

• Workflow automation across apps and services to automate business processes without writing code

• Manage schedules and daily tasks with Microsoft StaffHub

• Email with 50 GB mailbox Tooltip about compatibility of Outlook versions

• Unlimited personal cloud storage

• HD video conferencing

• Maximum number of users: unlimited

• Unlimited email storage with In-Place archiving

• Advanced email with archiving and legal hold

What are we going to learn?

1. Create and configure a new Office 365 subscription

2. Add the free Office 365 Education A1 plan to the subscription

3. Provision users and assigns the licenses

1.Create a new Office 365 subscription & run the initial setup wizard

1.1 - Creating the subscription1.2 - Configuring the subscription – adding domain name, enabling services & updating DNS records

1.1 Create a new O365 subscription for a school

1.1.01 - Go to Office.com/Education

1.1.02 - Sign up for a new Office subscription

1.1.03 - Click to start the O365 tenant creation wizard

1.1.04 - Fill-in the required info

1.1.04 - Fill-in the required info

1.1.04 - Fill-in the required info

1.1.04 - Fill-in the required info

1.1.04 – Subscription was created, go to Office Portal

1. 2 Configure the subscription with customer data

1.2.05 - Start customizing the tenant, go to Admin section

1.2.05 – Begin the initial setup procedure

1.2.06 – Type down the schools’ domain – WWW address

By doing so, students, teachers & staff will havee-mail addresses @theirschoolname.com

1.2.07 – Add a verification record in the DNS manager

1.2.07 – Verify domain ownership by editing the DNS zone

1.2.08 – Sign in to the schools’ DNS manager / web hosting provider & edit zones

1.2.09 – Add a new DNS record

1.2.10 – Choose a text (TXT) record

1.2.11 – Copy the values provided in O365 to DNS zone manager

1.2.12 – Save the newly added record in DNS zone manager

1.2.13 – Make sure the changes got saved and give it 5 min to replicate

1.2.14 – Hit “Verify” in O365 to validate the DNS

1.2.15 – Add 1-2 users

1.2.16 – Share the credentials in a 3rd party e-mail

1.2.17 – Or simply download the CSV file

1.2.18 – Install apps (valid only for A3 & A5)

1.2.19 – Don’t migrate the user inboxes

1.2.20 – Enable e-mail / Skype etc. by configuring DNS zone

1.2.21 – Choose the services you want to enable on the tenant

1.2.22 – Add the DNS records for e-mail / Skype etc. in the DNS zone editor

1.2.23 – Sign in to the schools’ DNS manager / web hosting provider

1.2.24 – Select a MX record, for the e-mail server

1.2.25 – Copy the values provided in O365 to DNS zone manager. Hit “Save”

1.2.26 – Repeat for all records

1.2.27 – After adding all records hit “Verify”

1.2.28 – Initial setup is done. Go to Admin Center

2. Add the free Office 365 Education A1 plan to the subscription

• This is better to be achieved after Microsoft validates the educational/academic eligibility of theWWW domain, otherwise you will have to enter CC information and initiate the A1 plan as a trial

• This will give students and teachers access to all O365 A1 cloud workloads and in-browser Office suite (Word, Excel, PowerPoint, Outlook), for unlimited users & indefinite period of time

2.01 – Go to “Billing” -> “Subscriptions”

2.02 – Add a new subscription

If you do this before the O365 tenant is validated as “educational” you have to through trial mode and enter CC information. This is not illustrated in this tutorial

2.03 – Select “Office 365 students Trial” and afterwards “Faculty”

If you do this after the O365 tenant is validated as “educational” you can simply add the free Faculty and Student licenses as shown below

Educational eligibility validation e-mail

2.03.1 – After being validated as edu tenant you can ”Add” SKUs without having to through trial mode

2.05 – Add the “Students A1” SKU

2.06 – Add the “Faculty A1” SKU

2.07 – Check out the cart – notice the amount of 0 EUR

2.08 – Fill-in the school information

2.09 – Review order, click “Next”

2.10 – Use “Invoice” as payment method

2.11 – Done! You’ve added the free SKUs. Go to Admin Home

Teachers, students and staff now have access to all the cloudservices & applications available in O365 A1 (the free Education Plan) as illustrated here.

Next step is to:

3. Create users and assigns the licenses3.1 - Adding users one by one3.2 - Adding multiple users via .CSV file import3.3 - Adding multiple users via PowerShell Scripts

3.1 Adding a single user, or adding users oneby one

3.1.01 – From O365 Admin portal click ”Add a user”

3.1.02 – Fill-in personal information

3.1.03 – Fill-in contact information

3.1.05 – Password settings

3.1.04 – Define Roles

3.1.05 – Assign licenses

3.1.05 – Assign licenses

3.1.06 – Add the user

3.1.07 – Share credentials

3.2 Adding multiple users via .CSV file import

3.2.01 – From O365 Admin portal click ”Active users”

3.2.02 – A list of users will show

3.2.03 – Click “More” and then click “Import multiple users”

3.2.04 – Download a sample .CSV file

3.2.05 – Fill-in the .CSV file with users’ data

3.2.06 – “Browse”, upload the file and hit “Next”

3.2.07 – Set user options and assign licenses. Hit “Next”

3.2.08 – Share credentials

3.2 More user management / portal administration tutorials here.

3.3 Adding multiple users via PowerShell scripts tutorials here

4.0.0 – Enjoy life