Office Suite User Demo
Demo Guide
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Contents
Prerequisites 5
Software and Hardware 5
User Accounts 6
First-time Device Installation and Configuration Steps 6
Device Installation and Configuration Steps 6
Install Office Applications 6
Download Demo Assets 7
Verify Word Editor Activation 8
Upload Assets to OneDrive 9
Populate Email Replies 9
Install Mobile Applications 10
iOS 10
Android 10
Pre-demo Setup Steps 11
Primary PC 11
Secondary PC 13
Mobile 14
Strategy for which features to show 15
Office Suite User Demo Steps 16
Introduction 16
Intelligence 16
Collaboration 27
Mobility 29
Reset Instructions 33
Prerequisites
Software and Hardware
· Primary device: Surface Pro 4 (or other)
· Secondary device: Surface Pro 4 (or other) for collaboration
· Mobile Device (Android phone/tablet OR iPhone/iPad)
· Windows 10 Anniversary Update
· Office desktop apps Word, Outlook and PowerPoint installed via Office 365
· OneNote Windows 10 App
· You will need a Microsoft Office Demo (MOD) Office 365 tenant to install the Office desktop apps and complete this demo. You can obtain a demo environment at https://demos.microsoft.com. If you have not created a demo tenant before, follow these steps:
1. Open a browser and navigate to https://demos.microsoft.com/
2. Choose Microsoft User Login and log in with your Microsoft employee credentials.
3. In the left navigation, click Tenants.
4. Click the + sign to create a new tenant (effectively, "tenant" = Office 365 demo environment).
5. Select Quick Tenant from the two options.
6. Select the option for Standard Office 365 Demo Content (recommended).
7. On the next menu, leave Add-ons blank, and then click Next.
8. On the Create Quick Tenant page, click Finish.
9. You should be returned to your Tenants page, where you will see your tenant information.
10. Make a note of the number formatted MOD###### as that is now the custom part of your demo user account below (where MOD###### is what you use to replace <Tenant> in all user account emails and URLs below).
User Accounts
Megan Bowen (alias MeganB) is the typical account used in MOD Hero demo modules. If this MOD Hero module requires a different logon account, or if additional accounts are needed, the information is provided in the Pre-demo Setup Steps.
· Office 365 tenant: https://<Tenant>.sharepoint.com/sites/contoso
· User name: MeganB@<Tenant>.onmicrosoft.com and AlexW@<Tenant>.onmicrosoft.com
· Password: Your password can be located within the details section of your tenant on demos.microsoft.com
First-time Device Installation and Configuration Steps
If this is the first time you are setting up and using the demo environment, complete these Device Installation and Configuration Steps. Otherwise, continue to Pre-Demo Setup Steps.
Device Installation and Configuration Steps
Complete the following device installation and configuration steps once for your demo environment:
Note: In order to ensure Office applications are the most recent updated versions, it is recommended to uninstall Office from your demo machine and re-install from your demo tenant using the following process.
Install Office Applications
1. Navigate to http://portal.office.com
2. Sign in using the following credentials:
a. Primary PC:
User name: MeganB@<Tenant>.onmicrosoft.com
Password: Your password can be located within the details section of your tenant on demos.microsoft.com
b. Secondary PC:
User name: AlexW@<Tenant>.onmicrosoft.com
Password: Your password can be located within the details section of your tenant on demos.microsoft.com
3. At the top left, click App Launcher , and then click Admin.
4. On the Welcome to the new Office admin center message, click next or click X to close.
5. If prompted to update admin contact info, click cancel.
6. In the Admin center, under Home, click in the search bar.
7. Type Software download.
8. Click the result for Software download settings.
9. Under How often do you want users to get feature updates for Office 2016 apps?, ensure Every month (Current channel) is selected.
10. Click Save and then click Close.
11. At the top left of the screen, click Office 365.
12. At the top right corner of the screen, click Install Office 2016.
13. When prompted, click Save, and then click Run.
14. Follow the prompts to install Office 2016.
Download Demo Assets
1. In a separate browser session, sign in to the https://demos.microsoft.com site.
2. Navigate to your Office Suite User Demo card.
3. Click the icon for the asset file Office Suite User Demo Assets.zip.
4. Save the file to your local machine.
5. Right click the .zip file and select Extract All…
6. Click Extract.
7. In the extracted folder, use cut or copy to move all documents to your computer’s Documents folder.
8. Move all images to your computer’s Pictures folder.
Verify Word Editor Activation
Note: Editor is in the process of rolling out, so your demo environment may or may not be enabled at the time you set up for your demo). Check it is working as desired, or change settings, using the following instructions:
1. Open The Amazon Rainforest.docx
2. Verify that the grammar markings are visible in the document as show in the image below.
3. If you do not see the marks as shown above, complete these steps:
a. Navigate to the location where you extracted the Office Suite User Demo Assets folder.
b. On the ribbon, click the View tab and in the Show/hide section, ensure the File name extensions box is checked.
c. In File Explorer, locate the EnableEditorP1.txt file.
d. Right-click on the file and choose Rename.
e. Replace the .txt file extension with .reg.
f. If prompted to confirm the change, click Yes.
g. Double click to run the file.
h. Click Yes at all prompts until you receive a confirmation message, then click Ok.
i. Minimize File Explorer.
j. Close Word.
Upload Assets to OneDrive
1. In the browser session, click App Launcher, then click OneDrive.
2. In the top navigation, click Upload then select Files.
3. Browse to the location where you saved the demo assets.
4. Hold CTRL and click to select the documents Contoso NextGen Camera Product Planning.docx, Interior Design.pptx, and Q3 Asia Shipping Budget Review.
5. Click Open.
6. Wait for the files to upload.
7. Click the checkbox to select Contoso NextGen Camera Product Planning.docx.
8. In the top navigation, click Share.
9. Under Invite People, in the Enter a name or email address field, type AlexW.
10. Select Alex Wilber from the results.
11. Click Share.
12. Repeat steps 33-37 for Interior Design.pptx, and Q3 Asia Shipping Budget Review.
13. Close the browser.
Populate Email Replies
1. On the secondary PC, navigate to http://<Tenant>.sharepoint.com
2. Sign in using the following credentials:
· User name: AlexW@<Tenant>.onmicrosoft.com
· Password: Your password can be located within the details section of your tenant on demos.microsoft.com
3. Click App launcher, then click Mail.
4. Click New.
5. In the To: line, type Megan and select Megan Bowen, then type Lidia and select Lidia Holloway.
6. Type the following into the email. Select Megan Bowen when you type the @Megan portion.
· Subject: Please send files.
· Body: We are ready for the next phase of the design project. @Megan Please send the most up to date files so we can collaborate.
7. Click Send.
8. Close the browser.
Install Mobile Applications
This section is only required if you are including Mobility features in your demo (recommended if possible; see recommendations based on timing in table below).
iOS
Note: If you already have the applications installed, you will need to run updates to ensure you have the most recent versions. You can update your installed apps by going to the App Store and selecting Updates.
1. Open the App Store.
2. In the Search bar, type Microsoft Word.
3. Tap the Microsoft Word app and select Get.
4. Repeat steps 48 – 49 for PowerPoint, and Outlook.
Android
1. In a browser, navigate to office.com/Insider.
2. On the Office Insider page, tap the link for Android.
3. Under Android, tap Become an Office Insider now for Android.
4. Tap Join.
5. If prompted to sign in for google+, sign in with existing credentials or choose create account.
6. Navigate to each of the following and tap Become a Tester:
7. Note: You may need to wait up to 4 hours before tapping the following links as Google takes time to replicate permissions.
· http://aka.ms/previewword
· http://aka.ms/previewpowerpoint
8. Open the Play Store.
9. Once you have the applications installed, you will need to run updates to ensure you have the most recent versions. Update your installed apps as follows:
a. Open the Play Store
b. Tap the menu button, then tap My apps & games.
c. Find each Office app (Word, PowerPoint, Outlook) in the list of installed apps, tap to open and then choose Update.
10. Note: The update option may take time to appear. If you do not see it, continue to check back.
11. In the Search bar, type Microsoft Word.
12. Tap the Microsoft Word app and select Install.
13. Repeat steps 58-59 for PowerPoint and Outlook.
Pre-demo Setup Steps
The following steps are required prior to each presentation of the demo:
Note: If you’ve altered your demo tenant in any way, we recommend creating a new tenant. This demo is written to the Office Graph based on a new tenant. Tenant changes may interfere with the Office Graph signals.
Primary PC
1. In Microsoft Edge, navigate to http://<Tenant>.sharepoint.com
2. Login as Megan Bowen using the credentials provided in the User Accounts section of this document.
3. Click App Launcher and then click OneDrive.
4. From OneDrive, open the Contoso NextGen Camera Product Planning document in Word.
5. Ensure you are logged into Word as Megan Bowen:
a. In the top right corner of the screen, verify that you are logged in as Megan. If not:
§ Click the user name, and then choose Switch account.
§ Click Add account and sign in as Megan using the credentials provided in the User Accounts section of this document.
6. Minimize the document.
7. Open the Interior Design document in PowerPoint.
8. Ensure you are logged into PowerPoint as Megan Bowen:
a. In the top right corner of the screen, verify that you are logged in as Megan. If not:
§ Click the user name, and then choose Switch account.
§ Click Add account and sign in as Megan using the credentials provided in the User Accounts section of this document.
9. On the ribbon, on the Slide Show tab, under Monitors, ensure the check box for Use Presenter View is unchecked.
10. Minimize the presentation.
11. Open the Q3 Asia Shipping Budget Review document in PowerPoint.
12. Click in the document somewhere and add a single space.
13. Close the document, saving changes.
14. On your PC, launch and minimize the OneNote Windows 10 app.
15. Click through any welcome prompts and choose Start using OneNote.
16. If prompted to sign in, choose Work or school account, and then enter the following credentials:
· User name: MeganB@<Tenant>.onmicrosoft.com
· Password: Your password can be located within the details section of your tenant on demos.microsoft.com
17. On your PC, open Outlook and sign in as Megan Bowen:
a. On the Connect to Outlook screen, ensure MeganB@<Tenant>.onmicrosoft.com is listed and click Connect.
b. When prompted, enter the your password.
c. Close any welcome messages.
d. Minimize Outlook.
18. In File Explorer, navigate to the location where you saved the demo assets.
19. Open and minimize these files: The Amazon Rainforest.docx, The Art of Making Coffee.pptx, Early Solar Systems Explorations – Grade 6.pptx.
Secondary PC
This PC will be used as the demo buddy persona for your primary PC which is presenting the demo and as the primary demo persona for the mobility demos.
1. In Microsoft Edge, navigate to http://<Tenant>.sharepoint.com
2. Sign in as Alex Wilber using the credentials provided in the User Accounts section of this document.
3. Click App Launcher, then click OneDrive.
4. Locate Marketing Slogan suggestions Q3.docx, then click the ellipses (…).
5. Choose Open, then click Open in Word.
6. Sign in into Word as Alex Wilber:
a. In the top right corner of the screen, verify that you are logged in as Alex. If not:
§ Click the user name then choose Switch account.
§ Click Add account and sign in as Alex using the credentials provided in the User Accounts section of this document.
7. Wait for the file to load, and then close the file.
8. Back in OneDrive, locate Marketing Term Successes.xlsx, then click the ellipses (…).
9. Choose Open, then click Open in Excel.
10. Sign in to Excel as Alex Wilber:
a. In the top right corner of the screen, verify that you are logged in as Alex. If not:
§ Click the user name then choose Switch account.
§ Click Add account and sign in as Alex using the credentials provided in the User Accounts section of this document.
11. In Excel, click Edit Workbook at the top of the screen.
12. Wait for the file to load, and then close the file.
13. Back in OneDrive, locate Ad Goals for QT Series.pptx, then click the ellipses (…).
14. Choose Open, then click Open in PowerPoint.
15. Sign in to PowerPoint as Alex Wilber:
a. In the top right corner of the screen, verify that you are logged in as Alex. If not:
§ Click the user name then choose Switch account.
§ Click Add account and sign in as Alex using the credentials provided in the User Accounts section of this document.
16. Wait for the file to load, and then close the file without saving changes.