Initial Configuration Wizard

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Content: 

Initial Configuration Video

Overview

Welcome page

Select Extensions page

Configure Active Directory page

Configure Microsoft Exchange page

Configure Microsoft Office 365 page

Configure General Settings page

Configure Microsoft Skype Server page

 

Initial Configuration Video

 

Overview

After you installed the Cayosoft Administrator, when you run it for the first time, you need to complete the Initial Configuration wizard.

This wizard will walk you through the first time setup. Some options are mandatory and you will be asked to provide the necessary information to continue. Other options are optional and may be skipped.

Each time you click Next the wizard will verify the settings you have provided and will prompt you if there is a problem.

 

Welcome page

Run Cayosoft Administrator after the first time setup - Initial Configuration wizard will appear

Enter an email address where system notifications and alerts will be sent. Typically this is the email address of the person responsible for configuring Cayosoft Administrator.

 

Select Extensions page

Depending on your environment, select the extensions that should be enabled.

 

Environment	Active Directory	Microsoft Exchange	Microsoft Hybrid	Microsoft Office 365
Active Directory only	x
Active Directory and Exchange Server on-premise	x	x
Active Directory, Exchange Server on-premise  and Office 365 with Exchange Online and other cloud services	x	x	x	x
Active Directory and Office 365 with Exchange Online and other cloud services, no Exchange Server on-premises *	x		x	x
Office 365 with Exchange Online and other cloud services, no Active Directory or Exchange Server on-premises				x

* - Please, see KB20180323-1 article for additional configuration steps you might need to perform.

If you also need to manage objects in the Microsoft Skype server, check Active Directory and Microsoft Skype Server Extensions.

The next pages of Initial Configuration Wizard will depend on selected extensions.

  

Configure Active Directory page

Active Directory extension settings are used in rules and actions related to Active Directory.

Active Directory domain credentials - to configure Active Directory extension, specify credentials for Active Directory domain administrator account. For more information, please see Permissions required for Active Directory management article.

 

Managed Domains - Managed domains are automatically discovered and cannot be added or removed manually. 

Important: Please, check whether the default managed domain defined correctly. The default domain should be available constantly. If you have several domains, please be sure that specified Active Directory credentials have enough permissions for all domains in the list.

DC -  it is automatically selected during initial discovery, using DC Auto selection method.

Exclude -  if there are some domains you don't need to manage, you can check the Exclude option.

Alternative DC - you can set another DC to use in case primary DC is identified as unavailable. 

Credential -  by default, the value is set to <Use Default Credentials>, which points to Active Directory domain credentials.

All managed domains are grouped by forests:

1. All domains from the forest where Cayosoft Administrator service is installed.
2. All trusted domains.

Click Configure to verify Forest Settings.

Default Country/region - depends on region settings. You can change it if you need.

  

Troubleshooting Active Directory connection issues

KB20160324-1 Troubleshooting Cayosoft Administrator Active Directory DC Connection Issues

KB20180815-1 Error "The server was unable to process the request..." when Cayosoft Administrator tries to connect to Active Directory

 

Configure Microsoft Exchange page

Use these settings to configure Microsoft Exchange extension:

Exchange Credentials - To configure Microsoft Exchange specify credentials for Exchange Server administrator and connect URL. For more information, please see Permissions required for Exchange on-premises management article.

 

Connect URI - specify the Exchange server name.

Troubleshooting Exchange Server connection issues

KB20170323-1 Troubleshooting Cayosoft Administrator Exchange On-premises Connections

 

Configure Microsoft Office 365 page

Microsoft Office 365 extension settings are used in rules and actions related to Office 365.

Office 365 credentials - To configure Microsoft Office 365 extension, specify credentials for Office 365 account. This account should be a Global Admin role holder.  For more information, please see Permissions required for Office 365 management article.

 

Admin Consent:

1. Click Register Azure Application to grant Admin consent for Cayosoft Administrator to access your tenant.
2. Click Grant
3. Click Refresh to be sure that admin consent was granted

 

Office 365 name suffix - taken from the account specified in Office 365 credentials by default. You can change it if you need.

 

Default Usage Location - depends on region settings. You can change it if you need.

 

Advanced Settings - you can select Azure Environment. 

 

Troubleshooting Office 365 connection issues

How to grant admin consent to Azure APIs and connect to the Microsoft Graph API

Cayosoft Azure Admin Consent for Microsoft Graph API Assignment Details

KB20180503-1 Troubleshooting connection to Office 365

KB20180823-1 Troubleshooting Cayosoft Administrator Grant Consent

 

 

Configure General Settings page

Сonfiguring SMTP settings is not mandatory but is used when rules or actions send e-mail messages or e-mail reports.

For more details, see Configuration of Cayosoft Administrator SMTP server settings.

 

Configure Microsoft Skype Server page

Microsoft Skype Server extension settings are used in rules and actions related to Skype Server.

Skype On-premises credentials - to configure Microsoft Skype Server extension, specify credentials for Skype Server Administrator account. This account should have Active Directory domain administrator permissions. For more information, please see Permissions required for Active Directory management article.

 

Connect Uri - specify the Skype server name.

 

Maximum return results - the maximum number of users returned from the Skype server.

 

Default Registrar Pool - This pool is responsible for authenticating the user and for keeping track of his or her current status and location. Skype server registrar pool used in Cayosoft Administrator automation rules by default.

 

Default SipDomain -  SIP domains are domains authorized to send and receive SIP traffic and are used when assigning SIP addresses to users.

 

Active Directory Domain Controller - FQDN of the Active Directory Domain Controller used to establish a connection to the Skype server.

 

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Change History

Version	Notes
7.0.0	Manged Domains setting is modified. Forest Settings form is added.
6.3.1	Initial Configuration Wizard is simplified.