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Installing and Configuring the Office 365 Integration Module

Applies To: Windows Small Business Server 2011 Essentials

To successfully install and configure the Office 365 Integration Module on Windows SBS 2011 Essentials, you must complete the following steps in the order listed.

  1. Step One: Prepare your server

  2. Step Two: Download and install the Office 365 Integration Module

  3. Step Three: Link your professional Internet domain to Office 365

Step One: Prepare your server

  • Make sure that you connect the server to the Internet. If necessary, complete the Connect to the Internet task on the Home page of the Dashboard.

  • Make sure that you install the most recent critical and important updates on the server and client computers.

  • Make sure that Windows SBS 2011 Update Rollup 1 (UR1) or later is installed on the server. If Windows Update is turned on, Windows SBS 2011 UR1 should be installed automatically. To determine if Windows SBS 2011 UR1 is installed on the server:

    1. Click Start, and then click Control Panel.

    2. In Control Panel, open Programs and Features, and then click View installed updates.

    3. Review the list of updates to determine if Update Rollup for Microsoft Windows (KB2554629) is installed.

    If Update Rollup for Microsoft Windows (KB2554629) does not appear in the list, the update is not installed on the server. If this is the case, make sure that Windows Update is turned on, and then follow these steps to check for and install available updates including Update Rollup for Microsoft Windows (KB2554629).

    1. In Control Panel, open System and Security, and then click Windows Update.

    2. Click Check for updates.

    3. Make sure that Update Rollup for Microsoft Windows (KB2554629) is selected in the list, and then click Install updates.

    If you previously installed the NDA CTP or Beta release of the Office 365 Integration Module, you must uninstall that version before you can install this final release version. To uninstall the NDA CTP or Beta package:

    1. In the Dashboard, on the Office 365 page, click Uninstall Office 365 Integration Module.

    2. Follow the instructions to complete the wizard.

    3. Click Start, type cmd, right-click cmd, and then click Run as administrator.

    4. At the command prompt, type wusa /uninstall /kb:2569105, and then press Enter.

Step Two: Download and install the Office 365 Integration Module

  1. Download the Microsoft Office 365 Integration Module for Windows Small Business Server 2011 Essentials installation file, and run the file on the server. The server restarts to finish the installation.

    When the installation finishes, a new task labeled Set up Microsoft Office 365 Integration appears in the list of Getting Started Tasks.

  2. In Getting Started Tasks on the Dashboard Home page, click Set up Microsoft Office 365 Integration.

    The Microsoft Office 365 Integration Wizard appears.

  3. On the Welcome page of the wizard, do one of following:

    • If you do not yet have a subscription to Office 365, click Next, and then follow the instructions in the wizard to subscribe to Office 365 or to sign up for a trial subscription.

      noteNote
      After you subscribe to Office 365 and then sign in, you can return to Microsoft Office 365 Integration Wizard and continue the setup. It is not necessary to perform any of the tasks that appear in the Start here section of the Office 365 portal. For information about how to use the Windows SBS Dashboard to create and manage Office 365 accounts, see Managing Office 365 User Accounts on Windows Small Business Server 2011 Essentials.

    • If you have an existing subscription to Office 365 that you want to integrate with the server, select the I already have a subscription for Office 365 check box, and then click Next. Follow the instructions in the wizard.

Step Three: Link your professional Internet domain to Office 365

If you registered an Internet domain for your small business, you can configure the domain to work with Windows SBS, and then link the domain to your Office 365 subscription. After you link your professional domain to Office 365, you can receive email that is addressed to mailboxes at your professional domain.

Before you can link Office 365 to your professional domain, you must first:

To link your professional Internet domain to Office 365

  1. In the server Dashboard, open the Office 365 page, and then click Link a domain to Office 365.

  2. Follow the instructions in the wizard.

If the Link Your Domain to Office 365 Wizard detects that your domain name is not managed by the server, to complete the configuration, you must manually configure the required DNS records. A list of DNS records that you must configure is saved on the server at \\%servername%\Company\dnsrecords.txt.

Contact your domain name provider and ask them to help you configure the domain name records properly. Refer to the TXT file for detailed configuration information.

After running the Link Your Domain to Office 365 Wizard, a message appears informing you that your DNS records must be verified by the service provider before the Office 365 services are associated with the domain. However, no further manual action is required for domain verification. Do not attempt to log on to the Office 365 portal to add or make any further changes to the DNS records.

noteNote
It generally takes about an hour to replicate your changes across the Internet. However, it can sometimes take longer. To view the domain status, go to the Office 365 page of the server Dashboard.

noteNote
If you are migrating email, do not assign a preference of '0' to the new MX record. Make sure the value for the record is greater than the value that is assigned to the current MX record. When the email migration is complete and you are ready to change the email server to Office 365, contact your domain name provider and have them reset the preference value of the new MX record.

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