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This article provides a checklist for the steps to configure your baseline Microsoft 365 education tenant and set up a solid foundation for your organization's productivity and collaboration. By following this guide, you're able to establish a baseline setup that includes essential services like OneDrive, SharePoint, Exchange Online, and Microsoft Teams.
This tenant setup configures the base tenant, including sign-up, tenant creation, network, security, global administrators, and services.
Required Microsoft products
- Microsoft 365 A1
- Microsoft Entra ID Free
Deployment guide steps
Create your Office 365 accounts
Verification that you're an education organization.
Secure and configure your network
In order to complete this step, you need to plan for the following configurations:
| Step | |
|---|---|
| ☐ | Internet connection |
| ☐ | Network design |
| ☐ | Bandwidth planning |
| ☐ | Endpoint and IP ranges |
| ☐ | Performance tuning |
Sync your Active Directory (Hybrid)
There are two ways to move your identities to Microsoft 365.
| Step | |
|---|---|
| ☐ | Sync on-premises Active Directory |
| ☐ | Install Microsoft Entra Connect Sync |
| ☐ | Configure Active Directory Federated Services (AD FS) |
Sync your Student Information System (SIS) using School Data Sync (SDS)
Using School Data Sync (SDS) to sync data from Student Information Systems (SIS) to tenant.
| Step | |
|---|---|
| ☐ | Types of users |
| ☐ | User provisioning |
| ╶ Manual input via Management Console with Microsoft 365 or Microsoft Entra | |
| ╶ School Data Sync (SDS) | |
| ╶ Deploying SDS | |
| ╶ SDS requirements | |
| ╶ Via Graph API or PowerShell |
License users
Add the required licenses to your user in your tenant.
| Step | |
|---|---|
| ☐ | Assign licenses |
| ☐ | Microsoft 365 Management Console |
| ☐ | Azure Management Portal |
| ☐ | Assign to user(s) |
| ☐ | Assign to group(s) |
| ☐ | Office 365 PowerShell |
Next steps
Next, you're ready to set up your tenant.