windows-itpro-docs/smb/cloud-mode-business-setup.md
Celeste de Guzman 80832d361f updated draft
2017-01-06 14:43:26 -08:00

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Deploy and manage a full cloud IT solution for your business Learn how to set up a cloud infrastructure for your business, acquire devices and apps, and configure and deploy policies to your devices. smb, full cloud IT solution, small to medium business, deploy, setup, manage, Windows, Intune, Office 365 w10 deploy library smb CelesteDG

Are you ready to move to the cloud?

Get started: Deploy and manage a full cloud IT solution for your business

Applies to:

  • Windows 10

Important

This is placeholder content only. Everything is TBD.

In this walkthrough, we'll show you how to deploy and manage a full cloud IT solution for your small to medium business using Microsoft Azure AD, Intune, Office 365, and Windows. We'll show you the basics on how to:

  • Acquire an Office 365 business domain
  • Add Microsoft Intune and Azure Active Directory (AD) Premium licenses to your business tenant
  • Set up Windows Store for Business and manage app deployment and sync with Intune
  • Add users and groups in Azure AD and Intune
  • Create policies and app deployment rules
  • Log in as a user and start using the device

Go to the Microsoft Business site and select Products to learn more about pricing and purchasing options for businesses.

1. Get ready

Here's a few things to keep in mind before you get started:

  • You'll need a registered domain to successfully go through the walkthrough.
    • If you already own a domain, you can add this during the Office 365 setup.
    • If you don't already own a domain, you'll have the option to purchase a domain from the Office 365 admin center. We'll show how to do this as part of the walkthrough.
  • You'll need an email address to create your Office 365 tenant.

2. Set up your cloud infrastructure

To set up a cloud infrastructure for your organization, follow the steps in this section.

2.1 Set up Office 365 for business

See Set up Office 365 for business to learn more about the steps for businesses and nonprofits who have Office 365. You can watch the videos and learn about the steps you need to create Office 365 accounts and how to add your domain.

To set up your Office 365 business tenant, see Get Started with Office 365 for business.

If this is the first time you're setting this up, you can follow these steps to get started:

  1. Go to the Office 365 page in the Microsoft Business site. Select Try now to use the Office 365 Business Premium Trial or select Buy now to sign up for Office 365 Business Premium. In this walkthrough, we'll select Try now.

Figure 1 - Office 365 Business Premium Trial sign up page

Office 365 Business Premium Trial sign up

  1. Fill out the sign up form and provide information about you and your company.
  2. Create a user ID and password to use to sign into your account. This step creates an onmicrosoft.com email address. You can use this email address to sign in to the various admin centers. Save your sign-in info so you can use it to sign into https://portal.office.com (the admin portal).

Figure 2 - Office 365 user ID

Create your Office 365 user ID

  1. Select Create my account and then enter the phone number you used in step 2 to verify your identity. You'll be asked to enter your verification code.
  2. Select You're ready to go... which will take you to the Office 365 portal.

Icons that are greyed out are still installing.

Figure 3 - Office 365 portal

Office 365 portal

  1. Select the Admin tile to go to the Office 365 admin center.
  2. In the admin center, click Next to see the highlights and welcome info for the admin center. When you're done, click Go to setup to complete the Office 365 setup.

This may take a half hour to complete.

Figure 4 - Office 365 admin center

Office 365 admin center

  1. Go back to the main admin center page. If you already have a domain, select Go to setup and skip to step X. Otherwise, buy a domain by following these steps:
  2. From the admin center, select the Domains option.
**Figure 5** - Buy a new domain

![Buy a domain through the admin center](images/office365_domains.png)
  1. Select + Buy domain to buy a domain. You'll be required to upgrade your trial plan in order to buy a domain.
  2. Select Office 365 Business Premium (the current trial plan) and click Buy now.
  3. Choose the subscription plan you want to use for your business: monthly or annual subscription. Click Add to cart.
  4. In the Checkout screen, provide the details to complete your order.
**Figure 6** - Buy a new domain

![Complete checkout](images/office365_plan_subscription_checkout.png)
  1. TBD

2.2 Add Microsoft Intune to your domain

In the Office 365 admin center, select Admin centers > Intune.

Note

If you are using Microsoft Edge and you get an unsupported browser or browser mode error message, use Internet Explorer instead.

Once you've successfully added Intune, you will see the Intune dashboard.

Figure 4 - Microsoft Intune dashboard Microsoft Intune dashboard

2.3 Add Azure AD to your domain

In the Office 365 admin center, select Admin centers > Azure AD.

Note

You will need Azure AD Premium to configure automatic MDM enrollment with Intune.

You should see the Microsoft Azure portal once you've successfully added Azure AD.

Figure 5 - Microsoft Azure portal Microsoft Azure portal

2.4 Assign licenses to users

Users need product licenses assigned to them to use services such as Microsoft Classroom and Office 365. You can assign product licenses to users in bulk or individually. For more info on how to do this, see the sections Step 2: Assign licenses to global admins and Step 3: Assign licenses to teachers and students in Add Microsoft Classroom Preview and School Data Sync Preview to your Office 365 Education tenant

Tip

  • Assign Enterprise Mobility + Security E5, Microsoft Classroom Preview, and Azure Active Directory Premium P2 to all users.
  • For all faculty, assign Office 365 Education for faculty.
  • For all students, assign Office 365 Education for students.

Figure 6 - Assign product licenses to users Assign product licenses to users

2.5 Configure automatic MDM enrollment with Azure AD and Intune

Read this blog post to learn how you can combine login, Azure AD Join, and Intune MDM enrollment into an easy step so that you can bring your devices into a managed state that complies with the policies for your organization. We will use the blog post as our guide for this part of the walkthrough and we'll show how you can add new groups.

Note

If you are using the new Azure portal, you may need to use the old Azure portal to make the steps work as outlined in the blog post. To go to the old Azure portal, type https://manage.windowsazure.com/@yourdomain#Workspaces/All/dashboard in your web browser. Replace yourdomain with your own domain name, such as contososchool.org.

To configure the directory

  1. If this is the first time you're setting up your directory, When you navigate to the Azure Active Directory node in the Azure management portal you will see a screen informing you that your directory is ready for use.

Figure 7 - Active Directory is ready to use Your directory is ready to use

  1. Select the domain you want to configure.

Figure 8 - Select the directory or domain you want to configure Navigate to the Azure Active Directory node

To create groups

  1. After you have selected the domain (such as Contoso), select the Groups tab. You should see a list of all the groups you created as part of the SDS setup.
  2. Select Add Group to create a new group. In the following example, this group is called All Students.

Figure 9 - Add an all students group

Create a group for all students

After you create the new group, it will appear in the list of all groups.

  1. In the Groups tab, select the arrow next to the All Students group to add all students as members of the group and then save your changes.

Figure 10 - Add group members Add members to the new group

  1. Repeat steps 1-3 and create an All Teachers group that includes all teachers and an All Global Admins group that includes all global administrators.

To enable automatic MDM enrollment

  1. Select the Applications tab and verify that you can see Microsoft Intune in the list of applications. Click the arrow next to Microsoft Intune to configure the application.

Figure 11 - Microsoft Intune should appear in the list of applications Verify that Microsoft Intune appears in the list

  1. In the Microsoft Intune configuration page, select Configure to start automatic MDM enrollment configuration with Intune.
  2. In the Configure tab:
  • In the properties section, you should see a list of URLs for MDM discovery, MDM terms of use, and MDM compliance. The URLs are automatically configured for your Azure AD tenant so you don't need to change them.
  • In the manage devices for these users section, you can specify which users' devices should be managed by Intune.
    • All will enable all users' Windows 10 devices to be managed by Intune.
    • Groups let you select whether only users that belong to a specific group will have their devices managed by Intune.
> [!NOTE]
> In this step, you must choose the group that contains all the users in your organization as members. This is the **All** group.
  1. After you've chosen how to manage devices for users, select Save to enable automatic MDM enrollment with Intune.

2.6 Configure Windows Store for Business for app distribution

To distribute apps with a management tool, Configure Windows Store for Business. Follow the steps in Manage apps you purchased from the Windows Store for Business with Microsoft Intune to associate your Windows Store for Business account with Intune and configure Windows Store for Business synchronization.

To associate your Windows Store for Business account with Intune

  1. Sign into the Windows Store for Business using the same tenant account you used to sign into Intune.

Figure 13 - Windows Store for Business Sign into the Windows Store for Business

  1. In the Store portal, select Settings > Management tools.
  2. From the Management tools page, choose Add a management tool or select Microsoft Intune if it's already on the list.
  3. Click Activate to get Intune ready to use with Windows Store for Business.

Figure 14 - Intune is activated from the Store portal Activate Intune as the management tool

To configure synchronization

  1. From the Microsoft Intune administration console, choose Admin.
  2. In the Administration workspace, expand Mobile Device Management > Windows, and then choose Store for Business.
  3. Select Configure Sync to sync your Store for Business volume-purchased apps with Intune.
  4. In the Configure Windows Store for Business app sync dialog box, select Enable Windows Store for Business sync. In the Language dropdown list, choose the language in which you want apps from the Store to be displayed in the Intune console and then click OK.

Figure 15 - Configure Store for Business app sync

Configure Store for Business app sync

To synchronize apps

  1. If you haven't done so already, from the Windows Store for Business page, synchronize the apps you've purchased from the Store with Intune.
  2. In the Microsoft Intune administration console, select Apps > Apps, then choose Volume-Purchased Apps to see the available apps and verify that the apps you purchased were imported correctly.

Figure 16 - Verify volume-purchased apps Verify volume-purchased apps

To add more apps

If you have other apps that you want to deploy or manage, you must add it to Microsoft Intune. See Add apps for enrolled devices to Intune for more info on how to do this.

In the following example, we'll show you how to buy apps through the Windows Store for Business and then add the apps to Intune.

Example - Duolingo and Khan Academy

  1. In the Windows Store for Business page, search the Store for the free Duolingo - Learn Languages for Free app, and then select the app from the search result(s).
  2. In the app's Store page, select the license type and then select Get the app.
  3. You should see a dialog that confirms your order. Click Close.
  4. In the app's Store page, select Add to private store.
  5. Repeat steps 1-4 for the Khan Academy app.
  6. Select Manage > Inventory and verify that the apps you purchased appear in your inventory.

Note

It takes a few hours for the apps you purchased to show up in your organization's private store and in Microsoft Intune.

  1. After a few hours, verify that the apps you bought from the Store show up in Microsoft Intune.

Figure 17 - Verify new apps bought from the Store show up in Intune Verify new volume-purchased apps

3. Set up devices

3.1 Set up new devices

To set up new Windows devices, go through the Windows initial device setup or first-run experience to configure your device.

To set up a device

  1. Go through the Windows device setup experience. On a new or reset device, this starts with the Hi there screen.
  2. If you don't have a Wi-Fi network configured, make sure you connect the device to the Internet through a wired/Ethernet connection.
  3. Select the option to Join this device to Azure Active Directory.
  4. Sign in using one of the accounts you set up for your education tenant.

3.2 Verify correct device setup

Verify that the device is set up correctly and boots without any issues.

To verify that the device was set up correctly

  1. Click on the Start menu and select some of the options to make sure everything launches properly.
  2. Confirm that the Store and built-in apps are working.

3.3 Verify the device is Azure AD joined

In the Intune management console, verify that the device is joined to Azure AD and shows up as being managed in Microsoft Intune.

To verify if the device is joined to Azure AD

  1. Log in to the Intune management console.
  2. Select Groups and go to Groups > All Devices > All Mobile Devices.
  3. Select All Direct Managed Devices and then select the Devices tab.
  4. See the list of devices and verify that the device you're signed into appears on the list.

Figure 18 - List of all direct managed devices Verify that PC is managed in Intune

3.4 Reconfigure app deployment settings

In some cases, if an app is missing from the device, you need to reconfigure the deployment settings for the app and set the app to require installation as soon as possible.

To reconfigure app deployment settings

  1. In the Intune management console, select Apps and go to Apps > Volume-Purchased Apps.
  2. Select the app, right-click, then select Manage Deployment....
  3. Select the group(s) whose apps will be managed.
  4. Check the Deployment Action setting for the app.
  5. For each group that you selected, set Approval to Required Install. This automatically sets Deadline to As soon as possible. If Deadline is not automatically set, set it to As soon as possible.

Figure 19 - Reconfigure an app's deployment setting in Intune Reconfigure app deployment settings in Intune

  1. Verify that the app shows up on the device. You can check which users and devices have the app installed by selecting the app and checking the status in the General tab or selecting the Devices or Users tab.

4. Manage device settings and features

You can use Microsoft Intune admin settings and policies to manage features on your organization's mobile devices and computers. For more info, see Manage settings and features on your devices with Microsoft Intune policies.

In this walkthrough, we'll show you how to add a new policy that will disable the camera for the Intune-managed devices and turn off Windows Hello and PINs during setup.

To disable the camera

  1. In the Intune admin console, choose Policy > Configuration Policies > Add.
  2. On the Create a New Policy page, select Windows > General Configuration (Windows 10 Desktop and Mobile and later).
  3. Click Create Policy.
  4. On the Create Policy page, select Device Capabilities.
  5. In the General section, add a name and description for this policy. For example:
  • Name: Test Policy - Disable Camera
  • Description: Disables the camera
  1. In the Hardware section, configure Allow camera and choose No from the dropdown list.
  2. Click Save Policy.
  3. On the Deploy Policy dialog box, select Yes to deploy the policy now.
  4. On the Management Deployment dialog box, select the user group(s) or device group(s) that you want to apply the policy to. For example, select All Students.
  5. Click OK.

To turn off Windows Hello and PINs during device setup

  1. In the Intune admin console, select Admin.
  2. Navigate to Mobile Device Management > Windows > Windows Hello for Business.
  3. In the Windows Hello for Business page, select Disable Windows Hello for Business on enrolled devices.
  4. Click Save.

Note

This policy is a tenant-wide Intune setting. It disables Windows Hello and required PINs during setup for all enrolled devices in a tenant.

5. Add more devices and users

After your cloud infrastructure is set up and you have a device management strategy in place, you may need to add more devices or users and you want the same policies to apply to these new devices and users. In this section, we'll show you how to do this.

5.1 Connect other devices to your cloud infrastructure

Adding a new device to your cloud-based tenant is easy. For new devices, you can follow the steps in 3. Set up devices. For other devices, such as those personally-owned by teachers who need to connect to the school network to access work or school resources (BYOD), you can follow the steps in this section to get these devices connected.

Note

These steps enable users to get access to the organization's resources, but it also gives the organization some control over the device.

To connect a device to your work or school

  1. On your Windows device, go to Settings > Accounts.
  2. Select Work access and then click Add a work or school account to add an Azure AD account to the device.
  3. Enter the work credentials for the account to authenticate the user.
  4. If it appears, accept the MDM terms prescribed by the organization to allow the device to be managed. Once this is done, the device should be registered in Azure AD and enrolled in MDM and the account should have access to the organization's resources.

5.2 Add a new user

You can add new users to your tenant simply by adding them to the Office 365 groups. Adding new users to Office 365 groups automatically adds them to the corresponding groups in Microsoft Intune.

See Add users to Office 365 to learn more. Once you're done adding new users, go to the Intune admin portal and verify that the same users were added to the Intune groups as well.