Pro Office 365 Development free download ebook
- ConfigureandadministeranenterpriseOffice365account
- ImplementdeclarativeworkflowsusingVisioandSharePointDesigner
- CreatewebdatabasesusingAccessandSharePoint
- WriteSilverlightandJavaScriptapplicationshostedinSharePoint
- AccessdatafromexternalsourcessuchasAzureusingBusiness ConnectivityServices(BCS)
- BuildWPFapplicationstoexposeLyncandExchangeservices
For your convenience Apress has placed some of the front
matter material after the index. Please use the Bookmarks
and Contents at a Glance links to access them.
Contents at a Glance
iv
AbouttheAuthors.................................................................................................
AbouttheTechnicalReviewer ............................................................................. Introduction ....................................................................................................... Chapter1:GettingStartedwithOffice365 ............................................................. Chapter3:Office365Overview ............................................................................ Chapter4:CustomizingSharePoint.................................................................... Chapter6:CreatingSiteswithAccess2010....................................................... Chapter8:AccessingExternalData.................................................................... Part3:BuildingSharePointSolutionswithVisualStudio .................................. Chapter10:DevelopingSharePointApplications .............................................. Part4:DevelopingMessagingApplications ....................................................... Chapter13:DevelopingLyncApplications ......................................................... Chapter14:SolutionOverview ...........................................................................
v Chapter15:CreatingaWebDatabase ................................................................
Chapter16:IntegratingOffice365Technologies ............................................... AppendixA:SharePointPrimer .......................................................................... Index ...................................................................................................................
Introduction
Office365takesproductivitytothecloud.Itoffersallofthetoolsabusinessofficeneedswithoutthe hassleofsupportingthenecessaryinfrastructure.Butwhatifyouneedcustomization?Whatcan developersdotoextendthetoolsofOffice365?
Office365bringstogetherafullyintegratedsuiteofofficeautomationtools,includingthekey servercomponents:SharePoint,Exchange,andLync.Volumeshavebeenwrittenoneachofthese products.Inaddition,thereisanimpressivelistofclientapplicationsthatcanbeleveraged,including
- Access
- Excel
- Visio
- InfoPath
- SharePointDesigner
- VisualStudio
Thereissomuchthatyoucandowiththisplatformthatit’snotpossibletocovereveryaspect inasinglebook.However,wehavetriedtopackinasmuchaspossibleandtodemonstratethefeatures thatarethemostuseful.Thetopicsspanabroadrange,includingwebdatabases,declarativeworkflows, customLyncandExchangeapplications,andpublic-facingwebsites.
IntendedAudience
BecauseofthevarietyofwaystheOffice365platformcanbecustomized,thetechniquesdescribedwill appealtoarangeofaudiences.Abouthalfofthebookdemonstratesnon-codesolutions.Ifyou’rean enduserorpoweruser,thisbookprovidesmanyusefultipsthatyoucanusetogetthemostoutof Office365.Thesecondhalfofthebookfocusesondevelopingagainstthevarioustechnologieswithin Office365.Fordevelopers,thisbookshowsyouhowtobuildapplicationsusingVisualStudiotocreate customsolutions.
BookStructure
ThefirsttwosectionsofthisbookprovideanoverviewofOffice365,instructionsforconfiguringyour account,andahostofnon-codesolutions.Thenexttwosectionsdemonstratecodedsolutionsusingthe Office365servercomponents(SharePoint,Exchange,andLync).Thefinalsectionservesasareviewby pullingtogethersomekeyconceptspresentedearliertobuildafullyintegratedsolution.
xxiii Eachchapterinvitesyoutoworkthroughtheexerciseyourselfwithstep-by-stepinstructions. Youcansimplyreadthechapterandlearnagreatdeal.Butfollowingalongwillbeevenmorebeneficial. Duringthisprocessweexplainsomeofthehowsandwhys.
Prerequisites
ToworkthroughtheexercisesinthisbookyouneedanOffice365account.Afewofthesolutionsrequire oneoftheEnterpriseplans,butmostcanbeimplementedonanyplan.Someofthechaptersrequire additionalOfficeproductssuchasAccessorExcel.TheseareincludedwithsomeoftheOffice365plans andcanbeaddedtoothersforamonthlyfee.
Tip You can get a free 30-day trial subscription for either the Small Business or Enterprise plan. If you need
more time, you can generally get a 30-day extension. Also, the Small Business plan is a monthly subscription, and you can cancel it at any time.YoualsoneedVisualStudio2010toworkthroughthecodedsolutions.Todevelopcoded SharePointsolutions,youmusthavealocal(on-premise)installationofSharePointserver.Someofthe exercisesrequireotherfreeproductsandtheseareexplainedintheappropriatechapters.
xxiv
P A R T 1
Introducing Office 365
This section is a high-level overview of the Office 365 platform, which provides a great
deal of functionality out of the box. This is intended for readers who are relativelynew to Office 365. Before building custom applications it’s a good idea to understand
the initial feature set so you can envision how the new solutions fit into the big picture.
Many of the Office 365 features are exposed to custom applications through custom
controls, web services, or managed APIs. These building blocks simplify the building of
some great custom applications. The functionality of each of the server components (SharePoint, Exchange, and Lync) is impressive on its own. But combining them in a fully integrated environment makes these tools even more fun to develop with.
platform. Chapter 2 demonstrates some of the advanced configuration options, such as
using a custom domain name. Chapter 3 explains how each server component works in
terms, primarily, of how it can be used by a developer. I’ll begin to show how the existing functionality can be leveraged in custom applications.
C H A P T E R 1
Getting Started with Office 365
ThroughoutthisbookIwillbeshowingyouhowtocreatecustomapplicationsthattakeadvantageofthe featuresprovidedinOffice365platform.InthischapterIwanttofirstgiveyouaquick,high-level overviewofthecapabilitiesofOffice365rightoutofthebox.Beforeyoubegindeveloping,it’shelpfulto knowwhatyou’restartingwithsoyoucanbetterenvisionhowyourcustomapplicationswillfitintothe overallsolution.
Ifyou’veusedtheOfficeplatforminanon-premisesolution,Office365won’tbetoosurprising;it’s essentiallythesamefeaturesetasatraditionalon-premisesolution.Thesamebasiccapabilitiesof Exchange,SharePoint,andLync(thesuccessorofOfficeCommunicationsServer(OCS)2007),are packagedintoacloud-basedsolution.WhatisrevolutionaryaboutOffice365isthatafullyintegrated Officesolutionisnowavailabletoanyoneinamatterofminutes.
Office365comesintwovarieties,SmallBusinessandEnterprise,whicharethesamebasicoffering butpackageddifferentlyintermsoflicensingandconfigurability.TheSmallBusinesssolutionis targetedtowardsmallteamswithlittleornoITstaff,whiletheEnterpriseplansprovidemoreadvanced featuresforintegratingintotheexistingon-premisenetworksolution.InthischapterIwillsetupaSmall Businessaccountandshowyouthebasicfeaturesthatareprovidedwithbothplans.I’llexplainsomeof themoreadvancedfeaturesinthenextchapter,mostofwhichareuniquetotheEnterpriseplans.
NoteTheSmallBusinessandEnterprisesolutionsareoftenreferredtoasPplansandEplans,respectively.
TheseletterdesignationsareusedwhenpurchasingOffice365subscriptions.ThereareseveralEplansandeach usercanbelicensedforadifferentEplanbasedontheirneeds.TherearealsoKplans,whicharekioskplansthat havelimitedabilityatamuchreducedcost.Throughoutthisbook,IwillusethetermsSmallBusinessand Enterprisetodifferentiatebetweenthetwobasicofferings.Foraconcisecomparisonofthesesolutions,seethe
AdministeringanOffice365Account
OnceyouhavecreatedanOffice365account,youaretakentothemainportalpage,shownin Figure1-1.
Figure1-1.TheinitialOffice365portalpage
Theinitialusercreatedwhentheaccountwassetupisconfiguredasanadministrator.Thisgives themtheabilitytosetupandmanageadditionaluseraccountsaswellasgeneralaccountconfiguration. NoticethatthereisanAdminlinkasthetopoftheportalpage.YouusethislinktogototheAdminpage showninFigure1-2.
Figure1-2.TheOffice365Adminpage
TheAdminpageprovideslinksformanaginglicensesandgeneralsystemconfiguration.Youcan checkonplannedmaintenance,enteraservicerequest,andverifybillinginformation.
AddingaUser
Thefirstthingyou’llwanttodoissetuptheadditionalusers.Youaddauserbyfillinginaseriesof forms.Inthefirstform,showninFigure1-3,you’llenterthebasicinformationsuchasthefirstname, lastname,andusernamethatisusedfortheirlogin.
Figure1-3.Step1ofcreatinganewuser
WhensettingupanOffice365account,youspecifyadomainname,whichisactuallyasubdomain underonmicrosoft.com.FormyaccountIchoseapress365.Thismeansthatallofthelogins(ande-mail addresses)
TipIfyoualreadyhaveadomainname,youcanconfigureOffice365touseitinstead.Iwillexplainhowtodo thisinthenextchapter.ThisisavailableforbothSmallBusinessandEnterpriseaccounts.
Figure1-4showsthenextformwhereyou’llspecifywhetherthisaccountisanadministratorornot. Youshouldhaveatleasttwoadministratorssothereisabackupincaseoneisn’tavailable. Administratorscancreateaccounts,resetpasswords,andsetgeneralconfigurationsettings.
Figure1-4.Step2ofcreatinganewuser
NoteAtthislevel,auseraccountiseitheranadministratorornot.However,youcancreateusergroupsin SharePointtoconfigurerole-basedsecurity.IwilldemonstratethisbrieflyinChapter2.
Inthethirdformyouassignlicensesforeachoftheserverproducts.WiththeSmallBusinessplan, thepricingisaflatper-personrateandeveryoneislicensedforallproducts,asshowninFigure1-5.
Figure1-5.Step3ofcreatinganewuser
Inthefinalform,showninFigure1-6,youspecifyifyouwanttheuserdetailssuchasloginand passwordtobee-mailedandtheaddresstowhichtheyshouldbesent.
Figure1-6.Step4ofcreatinganewuser
Whenthefinalformissubmitted,theloginandpasswordofthenewuserisdisplayedintheResults page,asshowninFigure1-7.
Figure1-7.Newuserresults
Repeatthisprocesstosetupalluseraccounts. UsingtheBulkAddFeature
Ifyouhavealotofuserstocreate,settingthemuponeatatimecanbetedious.Office365providesa featureforloadingthemallatonce.Todothat,you’llusetheBulkAddpageshowninFigure1-8.
Figure1-8.UsingtheBulkAddfeature
Theuserdetailsareprovidedinacomma-separatedvalues(CSV)file.Forthistowork,you’llneedto makesurethefileisformattedwiththecorrectcolumnnames.Thispagecontainsalinktodownloada blankfile.Afterdownloadingthefile,addyouruserdetailstoitandthenuploadthefilefromtheBulk Addpage.Thecolumnsthatneedtobeincluded(inthisorder)are:
Username Firstname Lastname Displayname Jobtitle Department Officenumber Officephone Mobilephone Fax Address City Stateorprovince ZIPorpostalcode Countryorregion TheonlycolumnsthatyoumustsupplydataforaretheUser name,whichistheactualloginand includesthe@domaindesignation,andtheDisplay name,whichishowthisuser’snamewillbedisplayed. Theotherfieldsareusefulbutnotrequired.
ManagingUsers
Onceyouhavecreatedyourinitialsetofuseraccounts,youcanusetheUserslinktoviewtheuser accounts.ThiswilldisplaytheUserspage,showninFigure1-9.
Figure1-9.Managingtheexistingusers
Ifauserforgetstheirpassword,you’llusethispagetoresetitforthem.Onlyadministratorscan resetpasswords,whichisanotherimportantreasontohaveatleasttwoadministrators.Ifyouronly administratorforgetstheirpassword,you’llneedtocallcustomersupport.Theresetfunctionwill generateanewtemporarypassword,whichyou’llsendtotheuser.Theuserwillneedtochangetheir passwordwhentheylogin.
Youcanalsousethispagetoedittheuser’sattributes,suchasphone,title,ordepartment,andset themupasanadministrator.Youcanalsoblockauserfromaccessingthesystem.Thisisusedwhenyou needtotemporarilyblockauserwithoutpermanentlyremovingtheiraccount.
LoggingInfortheFirstTime
Afteryouhavecreatedauseraccount,you’llneedtoprovideeachuserwiththeirloginandtemporary password.Toaccessthesystem,allusers(includingadministrators)mustgototheloginpage,whichis
oginpageisshowninFigure1-10.
Figure1-10.Userloginpage
The“Rememberme”checkboxwillstoretheusernamethatyouusedinacookiesoitwillbepre- filledwhenyouwanttologinagain.Selectingthe“Keepmesignedin”checkboxwillkeepyousignedin evenafterclosingthebrowser.Youwillbeabletogodirectlytoyourhomepagewithoutreenteringyour credentials.Thisisanicefeatureifyou’reusingadedicateddesktop.Youshouldnotusethe“Keepme signedin”optionifyou’resharingaworkstation,however.
Thefirsttimeyoulogin,theChangePasswordpagewillbedisplayed(seeFigure1-11).
Figure1-11.Changingtheinitialpassword
Youwillneedtoenterthetemporarypasswordyouweregivenandthenspecifyanewpassword. Noticethehelptextthatdisplaysthepasswordrequirements. UsingOutlookWebApp
Oncesignedin,thefirstthingyou’llprobablywanttodoisreadyoure-mail.FromtheHomepage,click theInboxlinktostarttheOutlookWebApp.
ConfiguringOutlookWebApp
ThefirsttimeyouusetheOutlookWebAppyou’llneedtosetupsomeconfigurationoptionsusingthe dialogboxshowninFigure1-12.
Figure1-12.ConfiguringOutlookWebApp
Thetimezoneisneededtoproperlydisplaymeetingtimes.AlltimesinExchangearestoredusing theCoordinatedUniversalTime(UCT).Theyaredisplayedtoeachuserbasedontheirtimezone.Ifyou scheduleameetingwithpeopleinmultipletimezones,eachuserwillseethestarttimeintheirlocal time.
SendingE-mail
WhenIcreatedtheuseraccounts,Ispecifiedmye-mailaddressastheonetoreceiveuseraccount details.Frommyinbox,Iselectedthise-mailandclickedtheForwardlink.Ithenaddedmyinstructions andforwardedthelogininformationtotheusersotheycouldaccesstheiraccount.Thisisdemonstrated inFigure1-13.
Figure1-13.Forwardinguseraccountinformation
NoteIsentthistoJonathan’snewOffice365e-mailaddress.Hewon’tbeabletoreadituntilhehasloggedin toOffice365.Inalivescenario,Iwouldneedtosendthismessagetoanalternativee-mailaddress(notin Office365). UsingtheCalendar
UsetheCalendarlinkontheHomepagetoviewyourcalendarandschedulemeetings.Inthe appointmentshowninFigure1-14,JonathanhasscheduledameetingwithCorbinandme.Justlikean on-premiseExchangesolution,theSchedulingAssistantshowswheneachattendeeisavailable.
Figure1-14.Schedulingameeting
Meetingreminderswillletyouknowwhenameetingisabouttostart.Youcanseefromthe remindershowninFigure1-15thatI’malready15minuteslate.
Figure1-15.Displayingameetingreminder UsingtheSharePointSites
TheinitialOffice365SmallBusinessaccountissetupwithtwoSharePointsites.TheTeam Siteisan internalsiteusedforsharingdocumentswithinateam.Onlylogged-inusershaveaccesstothissite. Thereisalsoanexternal,public-facingwebsitecalledWebsitethatisavailabletoallusers,eventhose thatarenotloggedin.
UsingtheTeamSite
TheinitialTeamSiteisshowninFigure1-16.
Figure1-16.TheinitialTeamSite
Asyoucansee,thisisaprettybasicsitewithaplaceforpostingmessagesandadocumentlibrary. InChapter4I’llshowyouhowtouseSharePointtobuildmoreusefulsites.Youwillprobablyneed additionallibrariestoorganizeyourdocuments.It’sprettyeasytoaddanewlibraryfromtheSite Actionsmenu;justclicktheNewDocumentLibrarylink.IntheCreatedialogbox,showninFigure1-17, youcanconfigurethenewlibrary.
Figure1-17.Creatinganewdocumentlibrary
UsingSharedDocuments
ToaddadocumenttothelibraryyoucaneitheruploadafilefromyourlocalPCoryoucancreateanew documentusingtheOfficeWebApps.Theinitialdocumentlibraryhaslinksonthepageforcreatinga newdocument,asshowninFigure1-18.
Figure1-18.Theinitialdocumentlibrary CautionIfyouhaveclientversionsoftheseOfficeapplicationsinstalledlocally,theselinkswillprobablynot workcorrectly.WhenopeninganOfficedocumentinOffice365,theclientapplicationswillbeusedifavailable. Thelinksspecifyatemplatefilethatislikelynotavailabletotheclientapplicationssotheapplicationwillfail. Instead,createanewdocumentusingtheclientappsbutsaveittothedocumentlibrary.Iwillexplainthisfurther inChapter2.
ModifyingthePublic-FacingWebSite
ThesecondSharePointsitethatissetupismadeavailabletonon-authenticatedusers.Usethissiteas youronlinepresence.Thissiteisintendedtoprovideinformationaboutyourcompany.Thedefault publicwebsiteisshowninFigure1-19.
Figure1-19.Thedefaultpublic-facingwebsite
IfyouselecttheWebsitelinkinthenavigationbaroftheTeamSite,you’llseethelistofwebpages includedinthissite.ThedefaultsetofpagesisshowninFigure1-20.
Figure1-20.Editingthewebsite
YoucanusetheSharePointdesignfeaturestoeditthesepagesandcreateadditionalpages.For example,selectingtheHomepagewillallowyoutoeditthepageusingthefeaturesprovidedintheDesign taboftheribbon(seeFigure1-21).IwillexplainthesefeaturesinChapter4.
Figure1-21.UpdatingtheHomepage
UsingLync
MicrosoftLyncServer2010isthesuccessorofOfficeCommunicationsServer2007.Itprovidespeer-to- peerinstantmessaging,audioandvideoconversations,screensharing,andmore.TheOffice365version ofthisserveriscalledLyncOnlineand,justliketheotherOnlineservers,providesessentiallythesame featuresetinacloud-basedsolution.
LaunchingLyncfromOutlookWebApp
Inabrowser-onlyenvironmentfromtheOffice365platformyoucanusealimitedsubsetofthese features,namelypresenceindicatorsandinstantmessage.WiththeOutlookWebApp,forexample,you canseethepresenceindicators,asillustratedinFigure1-22.
Figure1-22.StartinganinstantmessageconversationfromOutlookWebApp
Youcanseefromthise-mailthatJonathanisinameetingandIamavailable.SinceIamavailable, heselectstheChatlinkfromtheActionsdrop-downlistintheOfficeWebApp,whichopensaLync conversationbetweenJonathanandmyself,asshowninFigure1-23.
Figure1-23.Aweb-basedLyncconversation
OutlookknowstoinitiatetheconversationwithmebecauseIwastheonewhosentthee-mail.
DownloadingtheLyncClient
Toutilizethefullfeatureset,youwillneedtoinstalltheLync2010clientapplication.FromtheHome pageonOffice365,youcanuseDownloadslinkintheResourcessection.Thiswilldisplaythe DownloadspageshowninFigure1-24.
Figure1-24.InstalingtheLync2010clientapplication
Selecttheappropriatelanguage,chooseeitherthe32-bitor64-bitversion,andclicktheInstall buttontodownloadandinstalltheLync2010client.
InstallingtheSign-InAssistant
TheLync2010clientapplicationusestheMicrosoftOnlineServicesSign-InAssistant.Whenthe applicationisstartedbutthisisnotalreadyinstalled,youwillbepromptedtoinstallit,asshownin Figure1-25.
Figure1-25.InstallingtheOnlineServiceSign-InAssistant
Clickthe“Downloadandinstallnow?”link.Afterthisisinstalled,theLync2010clientwillprompt youforyourcredentials.EnteryourOffice365loginforboththeSign-InaddressandUsernamefields, asshowninFigure1-26.Ifyou’reusingadedicatedworkstation,youcanselectthe“Savemypassword” checkboxsoyouwon’thavetoenteryourpasswordeachtimeyoustartLync.
Figure1-26.LoggingintoLync UsingtheLyncClient
TheLyncclientapplicationisexactlythesameonethatyouwouldusewithanon-premiseinstallation ofLyncServer2010.InOffice365,theserverishostedinthecloudandtheclientapplicationconnectsto itjustasifitwereon-premise.
UsingthePresenceIndicators
TheLyncclientallowsyoutoseethecurrentstatusofyourcontacts.Thecontact’spictureisalso displayedifonehasbeenconfigured(seeFigure1-27).
Figure1-27.Viewingfrequentcontacts
TipYoucanloadaphotoorotherimagethatotherswillseefromtheirLyncclient.Uploadanimagefilefrom yourprofilepageonOffice365orfromtheLyncclient.
YoucanchangeyourstatususingtheLyncclient,asshowninFigure1-28.
Figure1-28.Changingyourcurrentstatus
Ifyouhoverthemouseoveroneofthecontacts,contactdetailswillbedisplayed,asshownin Figure1-29.
Figure1-29.Displayingacontact’sinformation
UsingLyncConversations
Lyncallowsyoutocommunicateinrealtimebetweentwoormoreindividuals.Thiscommunicationis referredtogenericallyasaconversation.Instantmessaging,videoconferencing,andscreensharingare alltypesofconversations.Whenyouinitiate(oraccept)aconversation,theLyncclientlaunchesanew windowtomanagetheconversation.AninstantmessageconversationisshowninFigure1-30.
Figure1-30.Aninstancemessageconversation
NoticethatthebackgroundbehindJonathan’spictureisredandthetextreads“Inameeting.”Lync isintegratedwiththecalendarinExchangeandupdatestheuser’sstatusbasedonthecalendarevents.
UsingScreenandApplicationSharing
Lync2010allowsyoutoshareyourdesktopwithoneormoreindividuals.Therehavebeenmanytimes thatIwastalking(orchatting)withsomeoneandthoughtifIcouldjustletthemseewhatwasonmy screen,itwouldsimplifythewholeconversation.WithLync2010thisiseasy.
Lyncallowsseveraloptionsforscreensharing.Youcanshare Asingleapplicationwindow Yourmainmonitor Yoursecondarymonitor Allmonitors Whenyouinitiateasharingconversation,youwillseethepop-updialogboxshowninFigure1-31.
Figure1-31.Startingascreen-sharingconversation CautionThisiswarningyouthattheconversationparticipantswillbeabletoseeeverythingcurrentlyonyour screen.Youcanturnthiswarningoffbutitisagoodremindertodoublecheckwhatiscurrentlybeingdisplayed.
Eachparticipantwillthenreceiveasharingrequestthattheycaneitheracceptordecline,asshown inFigure1-32.
Figure1-32.Aninvitationforscreensharing
Oncetherequesthasbeenaccepted,theconversationwindowisexpandedtoshowtheareabeing shared,asdemonstratedinFigure1-33.
Figure1-33.Ascreen-sharingconversation
YoucanclicktheRequestControllinkinthetop-rightcornertorequestpermissionfromthe screen’sownertotakecontroloftheapplicationbeingdisplayed.Youcanthenuseyourkeyboardand mousetocontroltheapplicationthatisrunningontheotheruser’sdesktop.Whenyou’redone,click thelinkagaintoreturncontroltothescreen’sowner.
UsingaWhiteboard
YoucanalsoshareawhiteboardinaLyncconversation.Awhiteboardisablankscreenthatyoucan drawonjustasyouwouldarealwhiteboard.Alltheparticipantscanwriteontheboard,whichisvisible inreal-timetoallparticipants.Youcanalsopointtoanareaontheboardandeveryonewillseeacolor- codeddotindicatingwhoispointing,asdemonstratedinFigure1-34.
Figure1-34.Awhiteboardconversation ConfiguringtheOutlookClient
IfyouhaveOfficeclientapplicationssuchasOutlookandWordinstalledonyourclient,youcanuse theseinsteadofthewebapps.Thiswillworkthesamewayasifyouhadanon-premiseExchangeor Lyncserver.Youcanusebothaswell.Forexample,youcanusetheclientappswhenyou’reintheoffice andusethewebappsfromhomeorwhenyou’retravelling.
AddinganOutlookAccount
ConfiguringOutlooktousetheExchangeOnlineserverisprettysimple.Addanewaccountandthen enteryourOffice365e-mailaddressandpassword,asshowninFigure1-35.
Figure1-35.CreatinganOutlookaccountwithExchangeOnline2010
OutlookwillfindtheappropriateExchangeOnlineserver,authenticateyouraccount,andconfigure theclienttoaccesstheExchangeserver(seeFigure1-36).
Figure1-36.Newaccountsetup
ThisusuallyrequiresyoutocloseOutlookandrestartitforthischangetotakeeffect.Whenyou restartOutlook,itwillpromptyouforyourOffice365credentials,asshowninFigure1-37.
Figure1-37.EnteringExchangecredentials
Ifthisisadedicatedworkstation,youcanselectthe“Remembermycredentials”checkboxsoyou won’tneedtoreenterthemeachtimeyoustartOutlook. ConfiguringOutlook2007
YoucanaccesstheOffice365ExchangeOnlineserverfromOutlook2007aswellasthe2010version. However,Outlook2003andpreviousversionsarenotsupported.
IfyouareusingOutlook2007youwillprobablygetanerrorliketheoneshowninFigure1-38.
Figure1-38.ErroraddingaccountwithOutlook2007running
Ifthishappens,youmustcloseOutlookandconfigurethenewe-mailaccountwhenOutlookisnot running.Todothat,clicktheMailiconinthecontrolpanel.Thiswilldisplaythewindowshownin Figure1-39.
Figure1-39.UsingtheMailSetupapplication
ClicktheE-mailAccountsbutton,whichwilldisplaythesamedialogboxshowninFigure1-35. Configurethenewe-mailaccountthesamewayasdescribedearlier.Whenyou’refinished,youmaysee thewarningshowninFigure1-40.JustclicktheOKbutton.
Figure1-40.Warningaboutmailchanges UsingtheOutlookClient
WhenusingtheOutlookclientapplication,thedatastillresidesontheExchangeOnlineserverjustlikeit didwiththeOutlookWebApp.Changesmadeineitherapplicationareimmediatelyavailableinthe other.Themeetingrequestthatwascreatedearlier,forexample,isdisplayedinFigure1-41usingthe Outlookclientapplication.
Figure1-41.ViewingameetingwiththeOutlookclient
Youcanalsoreplytoane-mailusinganinstantmessage.Todothat,usetheReplywithIMlink showninFigure1-42.
Figure1-42.UsingtheReplywithIMfeature
TipThefollowingarticleprovideshelpwithconfiguringamobilephonetouseOffice365:
Summary
IpresentedaquickoverviewofthestandardfeaturesofOffice365.Itisbynomeansanexhaustivelistof featuresbutitshouldgiveyouasenseofwhatyoucandorightoutofthebox.Oneofthenicebenefitsof Office365isthatthecomponentsarefullyintegrated.Forexample,therearepresenceindicatorsin OutlookandSharePoint,whichrelyonLync.Bydefault,theOfficeWebAppsreadandwritefiles from/totheshareddocumentlibrariesinSharePoint.
InthenextchapterIwillshowyouhowOffice365canbeusedtoreplaceanon-premiseOffice implementation.Thisallowsthesamerichuserexperiencebutmovestheserverstoacloud environment.IwillalsocoversomeoftheadvancedfeaturesofOffice365.
C H A P T E R 2
Using Advanced Features
AsIdemonstratedinthepreviouschapter,usingaSmallBusinessaccountontheOffice365platform, youcanquicklysetupafullyintegratedOfficeenvironment.Thesetupissimplified,requiringnoITstaff togetupandrunning.Thisworkswellforsmallteamsthatdon’thavemuchofficeautomationalready inplace.Office365alsoprovidesanEnterprisesolutionthatisgearedtowardslargerandmore establishedorganizations.Thesewilllikelyalreadyhaveanon-premisesolutionandwanttomovetoa cloud-basedsolution.
InthischapterIwillexplainhowtoconfiguresomeofthemoreadvancedfeaturesofOffice365, including: Addingacustomdomainname. Usingsinglesign-on. ConfiguringtheadvancedExchangeOnlinefeatures. ManagingtheSharePointpermissions. InstallingOfficeProfessionalPlus.
ChangingtheDomainName
OneofthemajordrawbacksofthesolutionIdescribedinChapter1isthelongdomainname.The domainnameusedforlogin,e-mailaddresses,andwebsiteswasapress365.onmicrosoft.com.Itwould bemuchbettertojustuseapress365.com.Thisisespeciallytrueifyoualreadyhavee-mailaccountsand don’twanttochangeeveryone’se-mailaddress.
Touseavanityaddresssuchasapress365.com,you’llneedtoownthatdomainnameandhave accesstoconfigureitsDNSsettings.Youcanpurchaseanewdomainnameifyoudon’talreadyhave one.BoththeSmallBusinessandEnterprisesolutionsallowyoutochangethedomainnamebutthe processforimplementingthisisdifferentineach.Iwillshowyouhowtoconfigurethisonboth platforms.
UsingaSmallBusinessAccount
LogintoyourOffice365accountandgototheAdminpage.Ontheleftside,clicktheDomainslink, whichwilldisplaytheDomainManagerpage.Initiallytherewillbeasingledomainthatwasestablished whentheaccountwascreated.
NoteForthisexampleIwillbeusingadifferentOffice365accountthanIusedinthepreviouschapter.
AddingaDomainClicktheAddadomainlink,whichwilldisplaythepageshowninFigure2-1.
Figure2-1.Addingadomain
EnterthedomainnamethatyouwishtouseandclicktheCheckdomainbutton.Thiswilllookup thisdomainandtheregistrardetailswillbedisplayedasshowninFigure2-2.
Figure2-2.Confirmingthedomaindetails
Office365usesaverificationprocesstoensurethatyoucanconfiguretheDNS.Youwillbeaskedto addaTXTrecordtoDNS.ThiswillhavenoeffectonhowtheexistingDNSworks.Office365willthen queryyourDNStoseeifthatrecordisthere.
WhenyouclicktheNextbuttontocontinue,theVerifypage,showninFigure2-3,isdisplayed.
Figure2-3.Verifyaccesstothedomain
AddtheTXTrecordtoyourDNSusingtheexacttextprovided.Inmycasethiswasv=verifydomain MS=ms13983370butyourswillbedifferent.
TipEachregistrarusuallyprovidesafacilityforconfiguringDNSbuttheyallworkdifferently.Office365triesto providespecificinstructionsbasedonwhereyourdomainisbeingmanaged,sothetextyouseemaybedifferent fromwhatisshownhere.Usethistextasaguidebutyourparticularregistrarmayrequiresomeadjustmentsto theseinstructions.
Formyregistrar,theTXTrecordwasaddedusingthepageshowninFigure2-4butyourswilllikely bedifferent.
Figure2-4.AddingaTXTrecordtoDNS
Allowafewminutesforthisrecordtobeadded.Theinstructionssaytowaitatleast15minutesbutI havefoundittousuallytakelesstimethanthat.IfyouclicktheVerifybuttonanditwasnotabletofind thisrecord,waitalittlelongerandclicktheVerifybuttonagain.
MovingtheNameServers
Oncetheverificationprocesshascompleted,you’rereadytomaketheactualadjustments.Youwill updatetheregistrar’sdatabasetoreferencenameserversprovidedbyOffice365.Thismeansthatall requestsforthisdomainwillbesenttoDNSserversonOffice365.AnyDNSconfigurationwillthenbe handledwithinOffice365.
NoteThiswillworkdifferentlywithanEnterpriseaccount,asIwillexplainlaterinthischapter.
Whenthedomainhasbeenverified,youwillbepresentedwithinstructionssimilartothosein Figure2-5forupdatingyournameserversatyourregistrar’sdatabase.
Figure2-5.InstructionsforconfiguringDNS
Gobacktotheregistrar’swebsiteandchangethenameserverstopointtotheaddressesprovided. FormyregistrartheconfigurationpagelookslikeFigure2-6.Again,yourswilllikelybedifferent.