Microsoft Online Services Transition (Executive Summary)
- Who = you may do this or ask for help
- What = details before
- When = do 1 & 2 now, takes 15 mins.
1. Preparation online through MOCP.microsoftonline.com
WHO: Admins or Business Owners do this
WHAT: Confirm Microsoft has your contact information
WHEN: Now takes about 5 mins.
- Sign in Microsoft Online Customer Portal (MOCP) this one: https://mocp.microsoftonline.com
- Subscriptions > Actions > dropdown menu Edit Services Details > Go
- Service Activation >Next >Service Administration.
- WHAT: Technical Contact is displayed in the E-mail address field; please update this field with your Partner if you use one, otherwise it is your IT Generalist for your organization.
- Next > Review > Finish
- Finally, please Add to the Safe Senders list “email.microsoftonline.com“
2. Preparation at the Domain Registrar (at least 48 hrs. prior)
WHO: Business Owners do this
WHAT: Add new connections at Domain Registrar
WHEN: When you have 15 mins. within the next 2 days
- Update Domain
a. CNAME (Alias)
- Host: autodiscover
- Point to: autodiscover.outlook.com
b. Add 2- Lync settings for VoIP
Create these DNS records to configure your domain to use Microsoft Lync Online for instant messaging. Depending upon your registrar, you may have access to add these settings or not
TTL: 1 Hour
TTL: 1 Hour
3. Prep Computers
WHO: Users can do this
WHAT: Check computers for hardware and software updates
WHEN: Now take about 15 mins. To check YOUR computer, then the others.
- 1. Upgrade clients: check your email for the Office365 address and use that to login to run Service Connector
a. Outlook 2003 will not work; Office 365 comes with Outlook Web App otherwise, install Outlook 2007 or 2010
b.Internet Explorer 6.0 has to be upgraded to at least 7
- Reset BPOS password and login at http://portal.microsoftonline.comwith BPOS username and password.
- At the right under Resources click on Download run Set up configure your Office desktop apps
- This prepares the desktop for Office 365 security and Outlook configuration with autodiscover.
- Leave the Single Sign-On (icon that looks like a blue snowflake) installed and run again AFTER transition. This will clean up any remaining security settings from BPOS to end password prompt.
Step ONE More info
Step TWO More info
Use these resources during and after your transition process
Microsoft Online Services transition planning for administrators: What to expect during transition
- Microsoft Online Services transition planning for users: What to expect during transition
- Microsoft Online Services transition planning for administrators: Get help
Read these frequently asked questions for more information
Visit our forum to learn more about transition
Read up on the latest transition news
Get detailed information regarding transition
Partners can guide you through your transition
Find help 24 hours a day, seven days a week
*If you find you cannot wait, please plan appropriately before you decide to do it yourself. This is an unsupported activity; however here are the steps. NOTE this will interfere with mail delivery: http://support.microsoft.com/kb/2601510