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Microsoft Office 365 Trial Setup and Demonstration Preparation

Office 365 is Microsoft’s cloud based offering of their office product suite. To show Cisco Unified Collaboration interoperability with this product, you must first set up a trial and configure it to run with the appropriate Cisco dCloud demonstration. Users must have their own O365 account, including Admin rights. You are also required to have a Exchange user account for yourself and Skype for Business login rights. As this is customer specific and a customer owned domain/account, you need to make sure you have all the necessary permissions and rights to use that account. Follow these steps to set up this environment. There are four sections: Signing up for your Trial, Setting up your Office 365 Web Portal, Updating your Environment using PowerShell, and Updating TelePresence Meeting Server.

These steps are all performed on your laptop and connect to Office 365 in the cloud. You do not need to be connected via VPN to your dCloud session to run through this help page.

Signing Up for Your Office 365 Trial

  1. Browse to the Office 365 Trial Sign-up page.
  2. Fill in all of the personal information and click Next. It is best to use your work phone and email for this trial. You must use your own unique information, so do not copy what is in the form below.


  1. On the next page, choose a User ID based on your company ID. Create a password and then click Create my account. You may have to try different IDs and domains until you get a unique combination that is acceptable.


  1. Enter your mobile phone number to receive a text or your work number to receive a call to validate your request.
  2. On the next page you will see your Trial information. Save this information or take a screenshot and then click You’re ready to go…
  3. You are redirected to, where you will set up your trial environment in the next section. Also, you should receive an email with a link to this web portal.

Notice that the icons at the top of the page say “Setting up….“. Microsoft is still provisioning your cloud environment at this time. You may need to wait several minutes and in some cases several hours before this setup is complete depending on the load on the Microsoft servers. Just come back later and click Refresh on the page until this is complete before continuing with this guide.


Setting Up Your Office 365 Web Portal

  1. Log in to your Office 365 Web Portal at
  2. Click the Admin icon [admin]. This opens up a new tab with all of the admin functions available.
  3. Drop down the Users navigation menu item and click Active users to create a user for TMSXE. This account will be used as service account on TMSXE. Note that a Microsoft Exchange account is created for all users you create here.

active users

  1. Click + Add a user at the top left. [add-a-user]
  2. Enter a First and Last name and then a Username for the new service account. Click Add. You can edit the Display Name if you like.


  1. Click Send email and close to get your account password. You can enter a second email from the auto-generated admin account, just separate the addresses with a semicolon “;”.
  2. Drop down the Admin centers navigation menu and click Exchange. This opens a new browser tab with the Microsoft Exchange admin options.


  1. Click mailboxes under the recipients heading and make sure an exchange account (user account) is created for the user TMSXE, that you created above. It may take a few minutes for this user to be created. Just click Refresh until it appears.
  2. Click the resources tab. Click the + sign and choose room mailbox. Create one mailbox for each Cisco Endpoint you want to use with OBTP. Reference the Registering Room Endpoints with UCM and then adding to TMS and TMSXE page for a list of room system names. Accept any warnings to continue.


  1. Enter the room information to match the table as shown below and then click Save. Repeat this step until all room systems mailboxes are created. Create the mailbox name as <device name>@<your domain>




  1. Now that the mailboxes have been created, you will assign them the endpoint deletion account role. Click the mailbox and then click edit for the room you want to assign delegation.  It will open a new tab with room mailbox details.


  1. Click mailbox delegation.

mailbox delegration

  1. Scroll all the way down to the Full Access section. Click the + sign and it will pop a new window listing all of the users on the O365 domain.
  2. Click the TMSXE account you created earlier, click add, and click OK.


  1. Click Save. Repeat this procedure for all room mailboxes. They are now ready to use with OBTP and Office 365.


Updating Your Environment Using Microsoft PowerShell

  1. Install/activate the proper version of Microsoft PowerShell 5.1 for your particular laptop from the Microsoft product page. You may need to install the Windows Management Framework 5.1 from this page. For more information on this section, including the CLI commands, see the following Microsoft TechNet article. Your PowerShell session will connect directly to Office 365 in the cloud. If you do not have a Windows laptop available, you can run these commands on Demonstration Workstation 2 at as Username: DCLOUD\aperez with Password: dCloud12345!.
  2. Make sure you are connected to your O365 account as admin and logged in to your O365 exchange account. Do this by clicking the nine dots at the top left for the navigation pane and then clicking the Mail icon.


  1. Open PowerShell as administrator. In Windows you do this by typing “powershell” in the start menu, then right-clicking the PowerShell option and choosing Run as administrator.


  1. Set the execution policy using the command Set-ExecutionPolicy RemoteSigned. Type Y and press <Enter> to confirm changing the policy.
  2. Connect to the PowerShell of your O365 account using following command: $UserCredential = Get-Credential.
  3. A new window opens, prompting you to enter your O365 admin credentials. Do this and then click OK.
  4. In PowerShell, enter the command: $Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri -Credential $UserCredential -Authentication Basic -AllowRedirection
  1. Enter the command Import-PSSession $Session.


  1. To make sure you are connected to PowerShell, execute the Get-Mailbox command. It should list all the mailboxes on your O365 account. If not, then there was some issue connecting to your O365 using power shell and you need to contact either your admin or Microsoft for support.


  1. Execute the Enable-Organizationcustomization command.
  2. Now you need to assign the impersonation rights to the TMSXE Service account that you created above. Assign Impersonation rights using the following command: New-ManagementRoleAssignment –Name:impersonationAssignmentName –Role:ApplicationImpersonation –User:ServiceUser Be sure to change the <ServiceUser> variable to the name of your TMSXE service account.
  3. Run the following commands for each of the mailboxes. Be sure to change the <roommailbox> variable to match each of the mailboxes you have configured on your system. You will run this series of commands once each per mailbox, pressing <Enter> after each command.
  4. Set-CalendarProcessing -Identity roommailbox -AutomateProcessing AutoAccept
  5. Set-CalendarProcessing -Identity roommailbox -DeleteSubject 0
  6. Set-CalendarProcessing -Identity roommailbox -AddOrganizerToSubject 0
  7. Your Office 365 environment is now ready to work with One Button to Push (OBTP).


Changes Required on the TMSXE Server

  1. RDP to the TMSXE-O365 Server at Log in as DCLOUD\administrator with password C1sco12345.
  2. Open the Cisco TMSXE configuration icon on the task bar. tmsxe-taskbar
  3. Choose Stop Cisco TMSXE and enable full configuration and then click Next.
  4. Go to Active Directory Settings tab.
  5. Click Non-Active Directory Mode under Mode Selection. Accept the warning prompt.
  6. Check the box for Allow organizers without Cisco TMS username. This will be displayed after you enable Non-Active Directory Mode. Accept the warning prompt.
  7. Click Save and then OK.
  8. Go the Exchange Web Services tab and configure all the settings as shown in the image below, then click Save.
    • Service User Email: should be the TMSXE account you created above
    • Check the box for Autodiscover CAS
    • Check the box for Use HTTP
    • Check the box for Resource Mailbox Impersonation
    • Click the radio button for Username and password authentication
      • Username: The user name of the TMSXE account you created
      • Password: The password of the account
      • Domain: Your Office 365 domain


  1. Click Save.
  2. Click the Skype Meetings tab.
  3. For the Domain, enter the domain of your Office 365 account.
  4. Check the box for Skype Support for Multiple Domains, confirming that CMS2.2 or later version is deployed.


  1. Click Save.
  2. Once the settings are saved, click the Systems tab.
  3. Before proceeding, make sure you have completed the Show Me How for Registering Room Endpoints with UCM and then adding to TMS and TMSXE. Once you complete this Show Me How, all the room endpoints should appear under the Systems tab.
  4. Click all of the active room systems under the Add Systems section and move them to the right using the double arrow.
  5. Once you move the endpoints to right, make sure you change the email ID on the right to the email ID of the O365 room mailbox account your created above. Each Endpoint should have a different email account. You need to create as many email accounts on exchange as you have room endpoints. Refer to the room systems table in the Show Me How for Registering Room Endpoints with UCM and then adding to TMS and TMSXE, if necessary.


  1. Click Save.
  2. Click Exit.
  3. You will see a dialog box asking if you would like to start the Cisco TMSXE service, click Yes.


  1. RDP to Workstation 3 at Log in as DCLOUD\mcheng with password: dCloud12345.
  2. Open the Firefox web browser and from the Collaboration Admin Links menu, choose Cisco Meeting Server.
  3. Log in as admin with password: dCloud123!.
  4. Drop down the Configuration menu and choose Incoming calls.
  5. Under Call matching, add the following rule by entering it in the blanks in the bottom row:
    • Domain name: domain of your O365 account
    • Priority: set anything other than the existing priority numbers (for example, use 6)
    • Set No for Target Spaces, Target Users, Targets IVRs, and Target Lync
    • Set Yes for Targets Lync Simplejoin
  6. Click Add New.