Tenant setup and deployment guide for Microsoft 365 for education baseline configurations

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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.

  Step
☐ Verify that you're eligible for and Education Organization tenant licenses.
☐ Verify domain to use. A domain can't be used across more than one tenant.
☐ Configure your tenant via the Admin Center.
☐ Additional admin center configurations for applications and services.

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 users
☐ Assign to groups
☐ Office 365 PowerShell

Set Tenant Identifier

Microsoft Education tenants should be classified as either K12 or Higher Education using the new Microsoft Education Tenant Identifier.

  Step
☐ Tenant identifier settings
☐ How to set the education tenant identifier

Set Student Age Groups

Add student age groups to your users in a tenant.

  Step
☐ Overview
☐ Setting age group in bulk
☐ Setting age group for individual users
☐ Setting age group in School Data Sync
☐ Values for the age group attribute

Next steps

Next, you're ready to set up your tenant.

Next: Create your Office 365 accounts>

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