Managing Office 365 User Accounts on Windows Small Business Server 2011 Essentials

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Applies To: Windows Small Business Server 2011 Essentials

When you complete the Set up Office 365 Integration task, the Office 365 add-in tab appears on the main navigation bar of the server Dashboard. The Office 365 Integration Module adds several new administrative tasks in the Dashboard. These tasks make it easy for you to manage your Office 365 accounts directly from the Dashboard. Additionally, the Office 365 Integration Module seamlessly integrates with the following user account management tasks:

  • Add a user account

    The Office 365 Integration Module adds a page to the Add a User Account Wizard that allows you to create an Office 365 account for the new user.

  • Deactivate the user account

    When you use this Dashboard task to deactivate a user account, the Office 365 account assigned to this user is also deactivated. The Office 365 license assigned to that account is removed, and that account is blocked from logging on.

  • Remove the user account

    When you remove a user account, the Office 365 account assigned to the user account is also removed. All data associated with that Office 365 account, including email, is handled in accordance with the established Office 365 retention policy.

After you integrate Office 365 with your server, you can:

  • Create Office 365 accounts for existing network user accounts

  • Create a new network user account, and assign a new Office 365 account to the new user account

  • Create a new network user account, and assign an existing Office 365 account to the new user account

  • Assign an existing Office 365 account to an existing user account

  • Unassign an Office 365 account from a network user account

  • Change the Office 365 administrator account

Create Office 365 accounts for existing network user accounts

If you have not yet created Office 365 accounts for your network user accounts, you can create Office 365 accounts for them from the Dashboard. It is not necessary to log on to the Office 365 website to add new Office 365 accounts.

To create Office 365 accounts for existing network user accounts

  1. In the server Dashboard, open the Users page.

  2. In the Users Tasks section, click Add Office 365 accounts.

  3. Follow the instructions in the wizard to add Office 365 accounts for users that do not already have an account.

Note

User accounts that already have an Office 365 account do not appear in the list.
Network users must reset their Windows password before they can use the Windows password to sign in to their Office 365 account.

Create a new network user account, and assign a new Office 365 account to the new user account

The Office 365 Integration Module adds a page to the Add a User Account Wizard that allows you either to create a new Office 365 account for a new user account, or to assign an existing Office 365 account to a new user account. The wizard also allows you to choose not to assign an Office 365 account to the new user account.

To create a new network user account, and assign a new Office 365 account to the new user account

  1. Open the server Dashboard.

  2. On the main navigation bar, click Users.

  3. In the Users Tasks pane, click Add a user account. The Add a User Account Wizard appears.

  4. Follow the instructions in the wizard.

  5. On the Assign an Office 365 Account page, select Create a new Office 365 account and assign it to a new user account, type an email name for the Office 365 account, and then click Next.

  6. Follow the instructions to complete the wizard.

Note

Network users must reset their Windows password before they can use the Windows password to sign in to their Office 365 account.

Create a new network user account, and assign an existing Office 365 account to the new user account

The Office 365 Integration Module adds a page to the Add a User Account Wizard that allows you either to create a new Office 365 account for a new user account, or to assign an existing Office 365 account to a new user account. The wizard also allows you to choose not to assign an Office 365 account to the new user account.

To create a new network user account, and assign an existing Office 365 account to the new user account

  1. Open the server Dashboard.

  2. On the main navigation bar, click Users.

  3. In the All Users Tasks pane, click Add a user account. The Add a User Account Wizard appears.

  4. Follow the instructions in the wizard.

  5. On the Assign an Office 365 Account page, select Assign an existing Office 365 account to a new user account, choose an existing account in the drop-down list, and then click Next.

  6. Follow the instructions to complete the wizard.

Assign an existing Office 365 account to an existing user account

If you previously created Office 365 accounts that are not currently assigned to network user accounts, you can easily assign or reassign the Office 365 accounts as desired.

To assign an existing Office 365 account to an existing user account new user account

  1. Open the server Dashboard.

  2. On the main navigation bar, click Users.

  3. In the list view, right-click a user account, and then click Assign Office 365 account. The Assign an Office 365 Account Wizard appears.

  4. Select Assign an existing Office 365 account to this user account, choose an existing account in the drop-down list, and then click Next.

  5. Review the information on the last page of the wizard, and then click Close.

Note

Network users must reset their Windows password before they can use the Windows password to sign in to their Office 365 account.

Unassign an Office 365 account from a network user account

If an employee leaves your organization, or if you find it necessary to restrict access to Office 365 for a network user account, you can easily unassign the Office 365 for that user account.

To unassign an Office 365 account from a network user account

  1. Open the server Dashboard.

  2. On the main navigation bar, click Users.

  3. In the list view, right-click a user account, and then click Unassign Office 365 account.

  4. In the Unassign the Office 365 Account dialog box, read the statement, and then click Yes to confirm your action.

Note

When you unassign an Office 365 account, no changes are made to the account. However, you cannot manage an unassigned account from the Dashboard.

Change the Office 365 administrator account

Follow this procedure if it becomes necessary to change the Office 365 account that the Office 365 Integration service uses to connect to Office 365.

To change the Office 365 administrator account

  1. Open the Dashboard.

  2. On the main navigation bar, click Office 365.

  3. In the Configuration Tasks pane, click Change the Office 365 administrator account. The Set Up the Office 365 Administrator Account Wizard appears.

  4. Type the authentication information for the account that you want to use to connect to Office 365, and then click Next.

  5. Click Close. The Dashboard restarts.