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.
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.
Note: You can also enable and configure any extension later in the Administrator Console.
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 - defined by default.
If you have several domains, please be sure that specified Active Directory credentials have enough permissions for all domains in the list.
If there are some domains you don't need to manage, you can check the Exclude option.
Default Active Directory domain will be defined automatically. You can change it if you need.
Default Country/region - depends on region settings. You can change it if you need.
Advanced Settings - the settings in this section allow to set or modify default domain suffix, Active Directory domain controller or Global Catalog server.
User Name Generation Rules (Web Interface) - the settings in this section define the generation rules for Active Directory username in Web Interface and the way of username conflict resolution.
Alternate Name Generation Rules (Web Interface) - use these settings section for conflict resolution of all naming attributes in the Active Directory.
Other User Provisioning Settings (Web Interface) - the settings in this section define what post user creation tasks should run: Mailbox, Skype or OneDrive.
Troubleshooting Active Directory connection issues
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
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.
- Click Register Azure Application to grant Admin consent for Cayosoft Administrator to access your tenant.
- Click Grant
- 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 and Microsoft Office 365 API URL and Graph Reporting API URL.
User Name Generation Rules (Web Interface) - the settings in this section define the generation rules for Office 365 username and display name in Web Interface and the way of username conflict resolution.
Alternate Name Generation Rules (Web Interface) - use these settings section for conflict resolution of user names in the Office 365.
Customer Prices for Office 365 Licenses - in this section, you can specify prices for all licenses in you Office 365 tenant.
Troubleshooting Office 365 connection issues
Configure Office 365 New User Licensing page
License options - you can check the license plans and options that would be assigned to new Office 365 users automatically. You should also navigate to New User and Clone User actions, browse for Hybrid License Options and set Office 365 License Options to Use automated license rule value.
Global Administrators page
You will see this page if you select Microsoft Office 365 extension only.
In this case, Cayosoft Web portal will use Azure Active Directory (Office 365) authentication for users.
Installed by - the person who installs product automatically becomes a global administrator and has full control to Cayosoft Administrator console and Web portal.
Add Delegation Rule - you can specify additional accounts that would also have full control permissions in Cayosoft Administrator including Web portal.
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 Office 365 Suspend (User Deprovisioning) page
For more information about the configuration of Office 365 Suspend (User Deprovisioning), please see Suspend | Office 365 User rule article.
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.