Registration and configuration of an Office 365 tenant

After you logged in to CodeTwo User Panel, it's time to configure your Office 365 tenant. You can add a new tenant directly from the Dashboard, by clicking the Add (ESIG for O365 add button 14px) button on the Tenants card (Fig. 1.). Alternatively, go to the Tenants tab and use the Add new tenant (ESIG for O365 add tenant2 button 14px) button.

The Dashboard's initial appearance right after the account registration (no tenants added yet).
Fig. 1. The Dashboard's initial appearance (no tenants added yet).

In either case, a 4-step wizard will open. In the first step (1. License agreement) read and accept the terms and conditions (Fig. 2.).

ESIG for O365 add tenant wizard 1
Fig. 2. Adding a new tenant - step 1.

In the next step (2. Login - not shown here) click Next and you will be redirected to the Microsoft account sign-in website (Fig. 3.). Sign in with your Office 365 global admin credentials.

Important

Make sure you use the credentials of a global admin. This is the only account type that has all the permissions required by the program to add personalized email signatures.

Signing in to Office 365.
Fig. 3. Signing in to Office 365.

Accept the permissions necessary to run CodeTwo Email Signatures for Office 365 with your tenant (Fig. 4.).

Accepting permission required to run the software.
Fig. 4. Accepting permissions required to run the software.

After that, in step 3. Geolocation (Fig. 5.) choose a server that is the closest to your Office 365 tenant and click Register.

Important

Be sure to choose the right server location as it is not possible to change this later without deregistering your tenant (which will also cancel your subscription). In the case the server location has to be modified, please contact our Support.

ESIG for O365 add tenant wizard 3
Fig. 5. Choosing CodeTwo Email Azure Service server location.

Successful registration will be confirmed in the last step (4. Provisioning), shown in Fig. 6.

ESIG for O365 add tenant wizard 4
Fig. 6. Successful tenant registration.

Info

Note that directly after tenant registration you need to wait (usually for about 3-15 minutes) for our services to be provisioned, before you can proceed with further configuration.

You can track the provisioning status of your tenant on the Tenants tab, by refreshing the page. When it’s finished, the Status on your tenant's card will change from Provisioning in progress to Connectors configuration required (Fig. 7.). You will also get an email notification with further setup instructions.

Important

Once the provisioning of our services is finished, a new accepted domain will be added to your Office 365 tenant: [your unique ID].smtp.codetwo.online.

Please do not remove the new domain - it's the new requirement from Microsoft, to make your email even more secure. If you remove it, the program will not work correctly. If you accidentally deleted the new CodeTwo domain from your Office 365, contact us.

Please do not verify this domain in your Exchange admin center. If Office 365 sends you notifications or warnings (e.g. to update the domain's DNS settings), you can configure this domain as described in this article or ignore these warnings - your mail flow is not affected.

ESIG for O365 status Connectors config required
Fig. 7. The tenant status displayed after the provisioning of our services is completed.

At this point, your tenant is almost ready - you only need to complete a few additional steps to finish the tenant's configuration. To learn more, click the Connectors configuration required status on your tenant's card (Fig. 7.).The program will show additional information and redirect you to the Next steps page (Fig. 8.), where you will learn what is required to finish the configuration of your tenant.

ESIG for O365 New tenant - next steps
Fig. 8. The Next steps page.

It is recommended that you configure SPF records and Exchange Online connectors now, according to the instructions displayed (Fig. 8.). For a detailed procedure, see the next articles in this section.

See next

Configuring SPF records

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