Home > Office 365, Server 2012 Essentials, Small Business IT > Office 365 to Server Essentials How-To

Office 365 to Server Essentials How-To

I was at the Microsoft Partner Summit in Mississauga last week and ended up in a discussion with a gentleman about Windows 2012 Server Essentials and Office 365. Windows Server 2012 Essentials replaces the SBS and does not include SharePoint or Exchange, but you can connect to an existing Exchange server, hosted Exchange service, or Office 365, as I outline below.

SBS 2011 Essentials and Windows Server 2012 Essentials are my go-to server installations for small companies (less than 25 accounts). They’re great operating systems for smaller companies that needs a server for LOB applications, file shares, and backups. Plus, you can easily access your server files and desktop using the Anywhere Access feature. In this post I’ll outline how to integrate Office 365 with Windows Server 2012 Essentials. I used an existing Office 365 account that I currently have access to, and it could not have been easier.

First from the Dashboard, select the Email option.

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In my case I wanted to integrate with Microsoft Office 365 and not an Exchange Server, but if you have an Exchange server, either hosted or on premise, you could integrate with it.

You will be presented with the Getting Started window. Again, because I already have an existing subscription, I selected this option. If you do not have a subscription, uncheck the box that indicates you do, and the wizard will help you set one up.

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I then provided my Office 365 account information.

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Next, agree to the password policy. We should all be using strong passwords anyway!

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Then wait until the configuration is complete. I didn’t even have time to get a coffee.

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And we’re done! How painless was that?

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The next time you open the Dashboard, you will notice the check mark beside the Office 365 integration and a new tab labelled Office 365.

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Selecting the Office 365 tab will display your account information.

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Now that the two products are connected we can easily manage both accounts.

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We can either Add or Assign Office 365 accounts from the Users tab in the Dashboard.

To add or connect existing Office 365 accounts, select the Add Office 365 Accounts link.

If the account names are the same, the application will automatically match the accounts for you. Brilliant! 10

Click Next.

A report stating success and/or failure is now presented. If the installation was a success, you now have the associated server accounts.

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If you already have the Office 365 accounts created, you can easily add them to the Windows 2012 Essentials server.

Select Import Accounts from Office 365 from the Users tab in the Dashboard. Again, the application will create server accounts based on the Office 365 account name.

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A status report is once again presented after the accounts are created.

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You can also add users using the Office 365 web portal. Create the account as you normally would in Office 365.

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Once the account has been created, access the Add a User Account from the Windows 2012 Essentials Dashboard. 16

In the above example I assigned the previously created Office 365 account to the user account (option 2). You can also create an Office 365 account and assign it to a user account (option 1). You can also leave the account alone and not assign it to a matching user account (option 3). The account will then be added to the server users.

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This is a great solution for the small business (less than 25 users). Users can easily be managed by the company, saving them time and money. The one thing I would love to see added is easy integration from SharePoint component to Office 365 to internal folders on the server. I thought this was possible but I haven’t been able to determine how to connect the two. If you know how to do this, please add the solution to the comments. Thanks!

P.S. I’m hoping to turn this into a series of Essential How-To’s.

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