First steps when installing On Demand Group Management

Thanks for your interest in Quest On Demand Group Management, your go-to Software as a Service solution for tackling group management challenges in a hybrid world. I'm Matthew Vinton, Senior Systems Consultant at Quest. And today, I'm going to take you on a short tour of how to complete the initial setup of On Demand Group Management. Our first step is going to be to go to the Quest On Demand homepage. That's at quest-on-demand.com. And when we arrive, we're going to be presented with several options. If you already have a Quest account-- say, you've invested at one point in time in some of our on-premises software, and you have a Support account-- you can choose to use that just by simply choosing Sign In. Let's go ahead and assume that we don't, and let's sign up for new account. We'll choose Sign Up. It will ask us several questions and ask us for a password for the Quest account, our region. And, of course, we understand the terms and conditions. We choose Sign Up. And, at this point, we will email the email address that's listed there with a key verification code. Once we have the verification code pasted in, and choose Verify. At this point in time, Quest On Demand will ask you to create a new organization. The organization is the On Demand boundary around what you want to manage. An On Demand organization can be connected to one or more Azure Active Directory and Office 365 tenants as well as on-premises environments. I recommend using a name that is descriptive of your organization. I'm going to use Vinton Labs Demo, here, and I'm going to choose to host my On Demand organization in the US region. At this point, we have a fresh new On Demand organization. Our next step will be to add our tenant to Quest On Demand. To do that, simply choose Add Tenant, or you could also go to the Tenants section over on the navigation bar to your left. In this particular case, I'm going to use an account that I know is a global administrator in my Azure Active Directory tenant. So, at this point, Quest On Demand is going to ask for the permissions, the basic permissions, that it needs in order to work with your tenant. What it's really doing on the backend is it's creating a service principal in your tenant on your behalf. It will not store or use the global administrator account that you just entered. It just needs that to actually set up the organization and provide the appropriate permissions, lists the permissions required here. Now that this has been completed, we can see the Quest On Demand dashboard. As we scroll down, you can see the different Quest On Demand modules, but the one we're interested in today is Group Management. If you don't have a license for Group Management, that's OK. Let's go ahead and choose Start Trial so you can kick the tires. This point, we enter our information. And choose Start Your Free Trial. We are then directed back to On Demand, to the On Demand dashboard. As we scroll down, Group Management will update in just one moment. Our next step is to go to the Tenant section. Click Go, and grant the appropriate consent required for Group Management to do what it needs to do with your tenant. When you grant permission in the initial setup, On Demand is only going to request the permissions it needs for just the basic dashboard setup. To do additional things for additional modules, we grant consent individually for each of those. Once again, we'll be presented with the permission request screen. Choose Accept, and now On Demand Group Management has been granted the permissions it needs against your tenant to be able to do the job it needs to do. All right, so if we go back to My Dashboard, we'll see that Group Management is ready to go. Let's choose Launch Group Management. This is the administrative portal for Group Management. We'll discuss the end-user-focused portal in different videos, but there is a very important first step that we need to do in order to first setup Group Management and make it fully functional. So for almost everything Group Management needs to do, it uses application consent. It uses its service principal. However, in order to properly interface with Exchange Online, it unfortunately does require a service account for those aspects. One of the first things that it will have-- it will prompt you to do when you log in is to set that service account. It shows our tenant. The status is Not Set. Click the little pencil icon, over here. And, now, we enter our service account. At this point, when we confirm, On Demand Group Management is basically set up. But please don't miss our next video, where we talk about how to configure On Demand Group Management to work with on-premises groups. Thank you.