CSP (Cloud Service Portal) Control Panel Examples of typical activities for Admins 1

Transcription

1 CSP (Cloud Service Portal) Control Panel Examples of typical activities for Admins 1 > Administration in CSP Control Panel vs. Microsoft Online Portal (MOP) > Accessing the CSP Control Panel (including Forgot password? function) > Adding/deleting my own enterprise domain > Managing my own and other Administrator accounts > Adding a new user > Assigning a user to a service (licence) > Changing user settings and passwords. Deleting users. > Ordering additional resources. Reducing resources. Cancelling a subscription. > Accessing the Microsoft Online Portal (MOP) via the CSP Control Panel

2 Administration in CSP Control Panel vs in MOP (Microsoft Online Portal) 2 MOP or CSP Control Panel Administration > This administration can be done in the MOP or CSP Control Panel and will be synchronized: Creating, deleting, administrating Users Adding and administrating domains Linking licenses to users CSP Control Panel Administration > This Administration must be done in the CSP Control Panel: Creating additional CSP Customer-Admins Resource upgrades/downgrades Adding domains hosted on the Swissscom Office 365 DNS Server MOP Administration > This administration must be done in the MOP (Microsoft Online Portal): Configuring applications Editing MOP user profiles Adding domains hosted outside the Swissscom Office 365 DNS Server O365 service password policy settings IMPORTANT: Passwords changed in the MOP will not be synchronized with the CSP Control Panel. Password policies are not synchronised at all between the CSP and MOP. This has no effect on functionality.

3 Administration in the CSP Control Panel vs Microsoft Online Portal (MOP) Notice for customers that act as CSP customer admins 3 Office 365 users Password reset via browser via browser use via Outlook (PC) or mobile phone client configuration use login.microsoftonline.com CP Administration Control Panel MOP Administration: portal.microsoftonline.com/admin Office 365 Customer as CSP customer admin Swisscom CSP MOP MOP (Microsoft Online Portal) allows users and administrators to use and configure their accounts.

4 How the customer as CSP Customer Admin accesses the CSP Control Panel 4 CSP Control Panel Login Fenster Use the CSP Customer Admin name here. This language applies to a session, even if the user has configured other settings. For O365 End-Users: This function requires that a CSP secondary address has already been entered in the Control Panel. After the password has been reset (and possibly further changed by the user), the user must also set the new password in all clients he or she uses to access the Office 365 service (mobile phone, Outlook, etc). Important For CSP Customer Admin accounts: This function requires that the CSP Customer Admin s address has already been entered in the Control Panel under Account/Account settings/administrative Contact Information. For Partner Accounts: Changing password is not recommended for the initial CSP Admin Account of a partner. The initial partner admin account is that which is initially allocated by Swisscom to the partner and which is used to facilitate managing multiple customers (single-sign-on). Swisscom can help to change partner passwords.

5 Control Panel landing page Overview Subscriber/ Customer info 5 Tabs Resources as ordered/configured. N.B.: Movement within CP using Tabs or by clicking. Do not click on browser Back or Forward buttons!

6 Adding my own enterprise domain (1 of 3) Case where domain is hosted on Swisscom Office 365 DNS Server In case your domain is hosted at another DNS server, then the addition/ registration must be done in MOP because of domain verification. 6 xxxxxxxxxxx

7 Adding my own enterprise domain (2 of 3) 7 Enter domain name without prefix (www usw.).

8 Adding my own enterprise domain (3 of 3) 8 xxxxxxxxxxx Domain name has been registered. Domain name also appears in the list of domains for Office 365.

9 Viewing/changing DNS settings or deleting Domain 9 Click here to view/change DNS settings 1. Select domain/subdomain Click here to delete domain.

10 Managing my own and other CSP Customer Admin accounts (1 of 2) 10

11 Managing my own and other CSP Customer Admin accounts (2 of 2) 11 From here or here you can edit contact info, change roles, or switch admin rights on and off. Changing admin passwords is useful for the CSP Customer Admin account related to a customer. (The name and password were originally specified by the partner in the CPM when the customer was added to a partner s customer list.) Changing password is not recommended for the initial CSP Admin Account of a partner. The initial partner admin account is that which is initially allocated by Swisscom to the partner and which is used to facilitate activities (single-sign-on). Swisscom Customer Care can help to change partner passwords.

12 Contents 12 > Administration in CSP Control Panel vs Microsoft Online Portal (MOP) > Accessing the CSP Control Panel (including Forgot password? function) > Adding my own enterprise domain > Managing of my own and other Administrator accounts > Adding a new user > Assigning a user to a service > Changing user settings and passwords. Deleting users. > Ordering additional resources. Reducing resources. Cancelling a subscription. > Accessing the Microsoft Online Portal (MOP) via the CSP Control Panel

13 Adding a new user in the Control Panel (1 of 8) 13 > Direct access: Click on Create User. > Indirect access: Click on Users.

14 Adding a new user in the Control Panel (2 of 8) You can always enter new users here 14

15 Adding a new user in the Control Panel (3 of 8) 15 If you do not want the CSP Customer Admin to be able to log in to the user s MOP account, then the user should change the initial password. Important to connect the user with the desired service. All services in this subscription are displayed here.

16 Adding a new user in the Control Panel (4 of 8) Connecting a new user with a subscription/plan 16 > Administrator access applies only to the Microsoft platform (MOP) > If you allocate administrative access to a user, then we recommend that you instruct that user that resource upgrades/downgrades should only be done in the CSP. (See the first slides above regarding administration in CSP vs. in MOP.)

17 Adding a new user in the Control Panel (5 of 8) Entering a user s country (Switzerland) 17

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19 Adding a new user in the Control Panel (7 of 8) The new user has been created 19 Click here to edit user settings Clicking Login opens the user s CSP Control Panel account. However, to enter the user s MOP account one has to know the user-name and password.

20 Adding a new user in the Control Panel (8 of 8) Entering a secondary address 20 Enter a secondary address so that the user can use the «Forgot password?» (reset) function that is displayed in the Control Panel login window.

21 Assigning a user to a service in the Control Panel (1 of 2) 21

22 Assigning a user to a service in the Control Panel (2 of 2) 22 All services in this subscription are displayed here. From here, the process is the same as for creating new users: select subscription, select country, confirm. Effects: 2 Resources are allocated to the user 1

23 Contents 23 > Administration in CSP Control Panel vs Microsoft Online Portal (MOP) > Accessing the CSP Control Panel (including Forgot password? function) > Adding my own enterprise domain > Managing of my own and other Administrator accounts > Adding a new user > Assigning a user to a service > Changing user settings and passwords. Deleting users. > Ordering additional resources. Reducing resources. Terminating a subscription. > Accessing the Microsoft Online Portal (MOP) via the CSP Control Panel

24 Changing user settings in the Control Panel (1 of 4) Select the user 24

25 Changing user settings in the Control Panel (2 of 4) Under the General tab, enter the user password 25 After the password has been changed, the user must set the new password in all clients he or she uses to access the Office 365 service (mobile phone, Outlook, etc).

26 Changing user settings in the Control Panel (3 of 4) Under the Contact Info tab, enter the secondary address. 26 Important to enter this for every user in order to enable the password reset function.

27 Changing user settings in the Control Panel (4 of 4) Under the Office 365 tab, you can make service-specific changes 27 Change plan here (e.g., E1 to E3) Change country settings here Unregister users from services here. Warning: User data for this service will be lost!

28 Deleting existing users in the Control Panel Warning: User data will be lost! First save the data Select user here 2. Click here Result: corresponding resources will be made available to other users.

29 Contents 29 > Administration in CSP Control Panel vs Microsoft Online Portal (MOP) > Accessing the CSP Control Panel (including Forgot password? function) > Adding my own enterprise domain > Managing of my own and other Administrator accounts > Adding a new user > Assigning licences to users > Changing user settings and passwords. Deleting users. > Ordering additional resources. Reducing resources. Terminating a subscription. > Accessing the Microsoft Online Portal (MOP) via the CSP Control Panel

30 Ordering additional resources in the Control Panel (1 of 6) Example: Increasing number of O365 E3 resources from 2 to 5 30

31 Ordering additional resources in the Control Panel (2 of 6) Identify the desired subscription 31 1 total 1 total

32 Ordering additional resources in the Control Panel (3 of 6) Increase the number of resources to the desired total 32 Only the resources that are in the given Microsoft Office 365 Family are available, i.e., Enterprise or Midsize or Small Business. E.g., change from 2 to 5

33 Confirm 33

34 Order information is displayed 34 Important

35 Ordering additional resources in the Control Panel (6 of 6) The number of resources has been successfully increased 35

36 Reducing resources in the Control Panel (1 of 5) 36 Please note that the same button is used to reduce resources as to order them! The maximum number of licences that can be reduced equals the number of licences that are not connected to individual users. (See «Changing user settings» above.)

37 Reducing resources in the Control Panel (2 of 5) Identify the desired subscription 37 (The title should also display or reduce.) 1 total 1 total

38 Reducing resources in the Control Panel (3 of 5) Reduce the number of resources to the desired total amount 38 E.g., change from 5 to 4 3/5

39 Reducing resources in the Control Panel (4 of 5) Confirm 39 This amount represents just the remainder for the month.

40 Reducing resources in the Control Panel (5 of 5) 40 Changes occur in the Control Panel immediately. This should be reflected in the MOP shortly thereafter.

41 Terminating a CSP customer subcription 41 Warning: Terminating a customer subscription on the Cloud Service Portal is permanent. As of the date of termination the selected service subscription will be deactivated for the customer and the relevant customer data will be deleted. A recovery of the service subscription to its current state cannot be guaranteed. Clean-Up: It is important to make all necessary preparations in advance in case you wish to migrate the data or the solution (e.g., saving data, planning an MX Record Change, planning the migration or deletion of a domain). All services delivered up to the date of termination and the remaining value of the contract will be billed according to the terms of the contract. Procedure: If you have an Office 365 Partner, then contact that partner to ensure the clean-up. After the clean-up is done, contact Swisscom Support in order to plan the cancelation and to trigger the subscription cancellation process.

42 Contents 42 > Administration in CSP Control Panel vs Microsoft Online Portal (MOP) > Accessing the CSP Control Panel (including Forgot password? function) > Adding my own enterprise domain > Managing of my own and other Administrator accounts > Adding a new user > Assigning licences to users > Changing user settings and passwords. Deleting users. > Ordering additional resources. Reducing resources. Terminating a subscription. > Accessing the Microsoft Online Portal (MOP) via the CSP Control Panel

43 MOP (Microsoft Online Portal) Accessing MOP and Password Management (1 of 2) 43 MOP access is possible as soon as Office 365 is provisioned for the customer. (Status = Ready) The customer admin can change the automatically generated password as follows: 1. MOP admin name is here 2. Generated password is here. This is NOT updated here (not synced) if you change the password in MOP. Nonetheless, we recommend changing the initial password in MOP. 3. Open MOP here (portal.microsoftonline.com)

44 MOP (Microsoft Online Portal) portal.microsoftonline.com Accessing MOP and Password Management (2 of 2) 44 Password Reset Note that if you change your password in MOP, the new password will NOT be synchronised with the CSP. Nonetheless we recommend changing the initial password in MOP. At your first login, you will be asked to provide a secondary address in case you ever need to do a Password Reset.