Enterprise Hero Demo
Target Length: 45 minutes
Last updated: Dec 2, 2013
Demo Outline
“Hero” Demo core requirements/assumptions:
· Being delivered with Windows 8 tablet + keyboard/stylus or touch-enabled laptop
· Connected to Office 365 E3 trial tenant pre-populated with content through Demo Content Tool
· “Buddies” required for Lync multi-party video
“Hero” Core demo scenario:
Katie Jordan works in Sales for Contoso, managing various corporate accounts like Northwind Traders. This demo gives the audience a day-in-the-life look at how Office clients and server products help make Katie more effective and return value to her enterprise organization.
Features:
21
· Outlook and Exchange
o Office visual updates, Peeks
o Quick Actions and Inline Reply
o Apps for Office (Mail Apps for Outlook)
o Data Loss Prevention Policy Tips
o Site Mailboxes in Outlook
o In-Place eDiscovery
· Word
o Start screen for authoring apps
o Logging in; “personal” Office
o Resume Reading
o Reply Comment
o PDF Reflow
o Read mode, Object Zoom
· Excel
o Flash Fill, Quick Analysis
o Power View
· PowerPoint
o Smart Guides
o Merge Shapes and formatting union of shapes
o Simplified Sharing
o Presenter View, Slide Zoom, Slide Navigator
o “Present Online” through Lync
· OneNote app for Windows 8
o Windows 8 app design principles
o Radial menu
o Inking
o Search (Windows 8 integration)
· Project
o Project Pro tasks published to SharePoint Team Site
o Tasks in SharePoint
o Resource management
· Visio
o Visio Services diagrams
o “Data connected” diagrams
o Comments on shapes
o Client new look/feel
o More professional diagrams, Office artifacts on shapes
· SharePoint & Yammer
o SharePoint Team Site
o Yammer Activity feed, following people and groups, external networks
o Tasks, SkyDrive Pro, following docs, following sites
o Web App Preview
o In-Place eDiscovery
· Lync
o Windows 8 app (Contacts, favorites, groups, upcoming meetings, active IMs, video streams)
o Contact card/presence
o Quick actions
o Escalate from IM to voice/video
o Multi-party HD video
o Present PowerPoint online through PowerPoint Web App
o Meeting views
o Add content
21
Setup Requirements
1. Set up the demo environments you’ll need to use:
· Prepare your Office 365 tenant demo environment
o Visit www.MicrosoftOfficeDemos.com and log in with the appropriate credentials.
o Navigate to the “Create Demo” page, and follow instructions from there to set up an Office 365 E3 Trial Tenant with demo content pre-populated within
o Note: the provisioning tool may take up to 24 hours to complete. When finished, you will receive an email to let you know that provisioning has completed.
· Demo environment login credentials to remember (the provisioning tool sets this up for you):
o Username: KatieJ@<tenant>.onmicrosoft.com Password: pass@word1
o Username: RobinC@<tenant>.onmicrosoft.com Password: pass@word1
*Note, you need to replace <tenant> in the Office 365 email address above (and URLs below) with the custom domain from your Office 365 tenant. E.g. if your tenant domain is @CustomerDemo1.onmicrosoft.com, <tenant> would be replaced with CustomerDemo1.
2. Once your new Office 365 tenant is done provisioning and the content tool has been run, open in a web browser the following Office 365 SharePoint sites/document libraries from which this setup guide will ask you to open or locally save demo documents.
· Documents to save locally (“DemoDocs”):
o https://<tenant>.sharepoint.com/shared%20Documents/DemoDocs
· Northwind Team Site:
o https://<tenant>.sharepoint.com/sites/contoso/Departments/SM/NorthwindTraders
· Pipeline Management Site:
o https://<tenant>.sharepoint.com/sites/contoso/Departments/SM/PipelineManagement/SitePages/home.aspx
· eDiscovery Center:
o https://<tenant>.sharepoint.com/sites/ediscovery
3. Prepare the demo equipment
· Get your demo device: Windows 8 tablet + keyboard/stylus or touch-enabled laptop
· Install Office from E3 trial account if you don’t already have it on demo machine
o Navigate to https://portal.microsoftonline.com/IWDefault.aspx
o Sign in with KatieJ Office 365 credentials (you may need to use the tenant admin account for installing Office)
o Click “install software and connect it to the cloud”
o Click “The latest version of Office” and then “install” on the next page
· Install Project Professional by following instructions from this link on TechNet. You should be able to use the Live ID you already set up for Katie Jordan.
· Install Visio Professional by following instructions from this other link on TechNet. You should also be able to use the same Live ID you set up for Katie Jordan in step #8 below.
· Make sure tablet is connected to a projector using a VGA dongle or WiDi receiver and in duplicate mode for the entire demo until the PowerPoint presentation portion of the demo
· Create Windows 8 local user account (not a Microsoft account) for Katie Jordan and set her photo on the Windows 8 Start screen from the SharePoint “DemoDocs” document library
o Prepare Office apps for Katie’s Windows profile per below
o Open Desktop Internet Explorer 10, log into the Office 365 with KatieJ credentials
· Log Robin Counts (RobinC) into another local Windows account and set her photo from the SharePoint “DemoDocs” document library.
o Prepare Project for RobinC Windows profile per below
o Open Desktop Internet Explorer 10, log into the Office 365 with RobinC credentials
o Note: you could do Robin’s portions of the demo from within Katie’s Windows account, if you do the following:
§ Open Project and make sure RobinC is logged in while KatieJ remains logged into the rest of the Office client applications
§ Use an In-Private browsing session of Internet Explorer for RobinC to log into Office 365 (type Ctrl+Shift+P, then navigate to https://portal.microsoftonline.com and log in). This lets KatieJ remain logged into Office 365 in your other Internet Explorer.
4. Prepare Lync desktop client for KatieJ:
· Make sure Lync desktop client is logged in as KatieJ and her photo carries over from previous Lync app for Windows 8 setup
· In Lync desktop client, do a search for each of AlexD, GarthF, MollyD, RobinC, and SaraD. When you find the result, right-click and select “Add to Favorites”
· If people photos are not showing in Lync, then log into Lync desktop client as that user whose photo is not yet showing up. Leave them signed in for a few moments until their photo appears.
· Make sure at least one, but preferably all four of the Favorites in your Lync buddy list are online before your demo begins
5. Prepare Outlook for KatieJ:
· Create an Outlook profile for KatieJ@<tenant>.onmicrosoft.com and password: pass@word1
· From the People Hub, you can log into Outlook Social Connector with Katie Jordan’s credentials
o Facebook: login: password: (office!!)
o LinkedIn: login: password: (office!)
· Compose a new email to MollyD and click “Check Names” to resolve against the company directory. In the TO: line, right-click her name and select “Open Outlook Properties.” In the box that opens, click “Add to Contacts.” In the contact form that opens, click the arrow next to the “E-mail…” box , select “E-mail 2…” and then enter in the blank field. Click “Save & Close” in the top left of the contact form.
· Save Northwind Customer Data Excel file from SharePoint “DemoDocs” document library to demo machine desktop
6. Prepare Word for KatieJ
· Log in to Word with KatieJ@<tenant>.onmicrosoft.com Office 365 credentials. You can change the theme (File>>Account>>“Office Background”) and rearrange templates by clicking the pin icon to pin/unpin templates
· Navigate to the Northwind Team Site (URL above) and open a few Word documents in the Word rich client. This needs to include the Northwind Proposal (at the least). If it opens in the Web App first, click “Edit Document” then “Edit in Word” to open in the Word client. Then pin any number of them (at least the Northwind Proposal) to the “Recent” list for Katie Jordan by going to File>>Open and then clicking the pin icon when hovering over a document title.
· Once they’re pinned, close all documents except Northwind Proposal. In Northwind Proposal, scroll to the final page (page 6) and place cursor at beginning of paragraph that starts with “With Northwind support, Contoso…” Wait a few seconds while Word sets the Resume Reading spot. Then close the document.
· Optional manual step: right click to delete Microsoft Persona comments, then re-make them when logged into Windows as one of the Lync buddies from that the Office 365 trial tenant. This is so that the photo and contact card show up with presence etc. during the demo
· Download Adobe Reader and select it as the default program for PDF file types
· Save 2013 Contoso products PDF from SharePoint “DemoDocs” site to demo machine desktop
· Open Demo PDF in Word and close it before demo begins; it should now show unpinned in Recent list for KatieJ
· Open 2013 Contoso products in Adobe Reader and leave it open for when the demo begins
7. Prepare OneNote app for Windows 8 for KatieJ:
· Navigate to www.live.com and sign up for a new Windows Live account for Katie Jordan, which you will use to log into the OneNote app for Windows 8. This can be any Live ID you wish (example: , display name: Katie Jordan).
· Open OneNote 2013 desktop client (not the Windows 8 store app).
· Click “Katie Jordan” in the top right and if it is logged in as KatieJ@<tenant>.onmicrosoft.com, then click “Switch account.” Select “Microsoft account” and log in with the Katie Jordan Live ID you just created.
o Do NOT log in with . You must use a Live ID that you create.
· Navigate to the SharePoint “DemoDocs” page in IE10. Next to the file “Katie Jordan’s notebook,” click the “…” and then in the peek that appears, click the “…” and select “Download a Copy.” Save-As the file into the “Documents” folder of your demo machine.
· Click to open “Katie Jordan’s notebook” from the “Documents” folder of your computer
· In “Unpack Notebook” dialog box, under “Path:” select the option that begins with https:// (not the one that begins with C:\)
· Click “Create.” This will begin unpacking the OneNote file and syncing it to the SkyDrive for the Katie Jordan account you recently created.
· When the “Unpacking…” progress bar disappears, click File >> Info
· Click View Sync Status. Wait until “Katie Jordan’s notebook” has completed syncing and says “Up to date.”
· Install OneNote for Windows 8 from the Windows store. If you need to sign into the Windows Store, use the Katie Jordan Live ID you recently created.
o Note: this app can only be installed on one user account on a given machine. If any other user accounts on the machine have this Windows Store app, you must uninstall it.
· Once installed, open the OneNote Windows 8 store app. On first run, select “Use Express Settings.”
· Log in with SkyDrive “Katie Jordan” Live ID you recently created (NOT )
· When OneNote loads, it will open to a sample “Katie’s notebook.” To open the correct demo notebook, swipe to the right to expose the lists of pages, sections, and notebooks.
· Under “More notebooks,” tap “Katie Jordan’s notebook” to load it from Katie Jordan’s SkyDrive.
· To get rid of the extra “Katie’s notebook” that may show in the notebooks list, tap on its name (“Katie’s notebook”) and then tap and hold it to expose the context menu. Tap “Close This Notebook” and you’ll see it go back under the list of “More notebooks.” Tap “More notebooks” to collapse that list.
· Tap back into “Katie Jordan’s notebook.” Leave the OneNote app for Windows 8 on Project Background (section) History (page), with all navigation minimized and page taking up entire screen (swipe up from bottom and unpin any page or section lists)
· Print a paper copy of 2013 Contoso products PDF for photo-taking during the OneNote demo
· Insert a photo using click track to get through any first-time “allow camera?” prompts
· Delete that photo from the page so the page is ready for demoing
· Do the Windows 8 search once to prime the “Agent” term in the Windows 8 search cache
8. Prepare Lync app for Windows 8 for KatieJ:
· Install the Lync app for Windows 8 from the Windows Store
o Note: you must uninstall the app from any other user accounts on the machine beforehand. This app can only be installed on one user account on a given machine.
· Make sure that Favorites (AlexD, GarthF, MollyD, RobinC, and SaraD) are already pinned as favorites in the home screen for the Lync app for Windows 8. If not, in Contacts, swipe up from the bottom, select “Add Contacts,” and search for them individually to add before the demo
9. Configure Yammer app part on Northwind Team Site:
· If you are using IE10, complete these steps before proceeding:
o In the top right corner, click the gear icon and open Internet options.
o On Security tab, click on Local intranet.
o Under Security level for this zone select the check box Enable protected mode and Apply.
o Click Trusted Sites, and then click Sites.
o Ensure Require server verification (https:) for all sites in this zone box is checked.
o Add the following URLs, one at a time, into the Add this website to the zone text box, and then click Add:
§ https://login.microsoftonline.com
§ https://*.sharepoint.com
§ https://*.yammer.com
§ https://*.assets-yammer.com
o Click Close, and then click OK to close Internet Options.
· Log into www.yammer.com as KatieJ@<tenant>.onmicrosoft.com (pass@word1). In the left navigation, under Groups, click Sales. In the browser URL bar, copy the feedID number after the “=” sign at the end of the URL. You will need this later. Leave the Yammer tab open for the demo.
· In another tab, navigate to https://<tenant>.sharepoint.com/sites/contoso/Departments/SM/NorthwindTraders .Log in as admin@<Tenant>.onmicrosoft.com (pass@word1).
· In the Yammer feed part, if present click “Sign in to Yammer.” If prompted for credentials, use KatieJ@<tenant>.onmicrosoft.com (pass@word1). In the popup click Allow.
· Inside the Yammer feed webpart, click Group Feed. Enter the Group feedID number captured earlier from yammer.com. Click Save.
See the Yammer App Troubleshooting Guide for help with Yammer log in issues.
See the Configuring Yammer for Older Tenants Guide, if you are running the MOD Hero demo on an older tenant
10. Prepare SharePoint for KatieJ:
· Add Tasks to Northwind Team Site:
o Log in as KatieJ@<tenant>.onmicrosoft.com (pass@word1).
o Navigate to the Northwind Team Site. Under “Get started with your site” click “Working on a deadline?” Then click “Add Them” to add Tasks and Calendar. Now, next to “Get started with your site” click “remove this” to remove those boxes from the team site.
· Open files from the Northwind Team Site Document Library (while logged in as KatieJ):
o Excel: open Northwind Marketing Spend and Sales Analysis once from Northwind Team site in the rich client and pin it to “Recent” list for Katie (similar process as described in the Word section). Then leave this document open to return to during the demo.