OneDrive for Business
Demo Guide
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Demo Guide OneDrive for Business
Contents
Before You Begin 4
Demo home page and login 4
First-time Post-Install Steps 4
Pre-demo Setup Steps 4
OneDrive for Business 8
Scenario 8
Goals 8
Products Featured 8
Intended Audience 8
Length 8
Demo Steps 9
Explore OneDrive for Business 9
Add and Sync Content 15
Modern Attachments and Enhanced Document Collaboration 17
Yammer Integration: Document Conversations 23
Smart Search 24
Document Recovery 26
OneDrive Mobile 28
Administrative controls 32
Reset Instructions 41
Post-Install Steps 43
Configure the local Windows 8 machine: 43
Personal OneDrive 43
OneDrive for Business 43
Configure Windows Phone 8.1: 44
Before You Begin
You will need specific demo-related information before completing the setup steps. For convenience, you will store the URLs and login credentials in a Notepad session during the Pre-demo setup steps.
Demo home page and login
Office 365 tenant: https://<TenantName>.sharepoint.com/sites/contoso
Demo hero user name: katiej@<TenantName>.onmicrosoft.com
Secondary user name: garthf@<TenantName>.onmicrosoft.com
Garth Fort’s personal site: https://<TenantName>-my.sharepoint.com/personal/garthf_<TenantName>_onmicrosoft_com
Administrator name: admin@<TenantName>.onmicrosoft.com
Password: The default password for all users located within the details section of your tenant on demos.microsoft.com.
First-time Post-Install Steps
If this is the first time you are using the demo environment, complete the Post-Install Steps at the end of this document.
Pre-demo Setup Steps
The following steps are required prior to each presentation of the demo:
URLs and User Names
For convenience, you will use a Notepad session to record user names and URLs. You will use this information to log in and navigate to various pages throughout the demo.
1. Open a Notepad session.
2. Copy and paste the tenant, user names, and URLs listed above under Demo home page and login.
3. For <TenantName>, substitute the demo tenant name in all URLs. Optionally, save the Notepad file.
4. Keep the Notepad session open during the course of the demo and use it as needed to log into the demo tenant.
Katie Jordan session
5. Start a browser session and log into your Office 365 tenant as Katie Jordan (alias katiej).
6. In upper left, click App Launcher (,) and then click OneDrive.
7. In OneDrive, share the Word document Pricing Guidelines for XT1000 with Garth Fort. Clear the “require sign-in” box.
8. Click App Launcher and then click Admin.
9. In the left navigation, click SharePoint.
10. In the left navigation, click Settings.
11. In the Information Rights Management (IRM) section, choose Use the IRM service specified in your configuration, and then choose Refresh IRM Settings.
12. Click App Launcher and then right-click Yammer and select Open in new tab. If needed, log into Yammer using the same credentials as for the demo tenant.
13. Click the Yammer Home icon to open the feed for Katie Jordan.
14. Click App Launcher and then right-click Delve; and select Open in new tab.
15. If the Delve welcome screen displays, click Let’s go.
16. Click App Launcher and then right-click Outlook and select Open in new Tab.
17. Return to the OneDrive for Business tab.
18. Delete the Excel document RD And Engineering Costs Q1 to the Recycle bin (you will restore this during the demo).
19. Re-sync the library to your local machine. For details, see the Post-Install Steps.
20. Open Word client and add a Katie Jordan account using the demo credentials.
- Click the File tab.
- In the left navigation, click Account.
- Under User Information, click Switch Account.
- If you already have a demo tenant account for Katie Jordan on the computer, exit this process and close Word.
- In the Accounts window, click Add Account.
- Enter the demo tenant credentials for Katie Jordan (see above) and then click Sign In.
21. Minimize Word.
Garth Fort session
1. In an InPrivate browser session, log in as Garth Fort (alias garthf). This session will show co-authoring.
2. Click App Launcher, and then click OneDrive.
3. In the left navigation, click Shared with me.
4. Click App Launcher and right-click Outlook, and then select Open in new tab.
5. Click the Options (gear) icon, and then click Automatic replies.
6. If Send automatic replies is selected, select Don’t send automatic replies, and then click Save.
7. Click the back arrow next to Options to return to the Outlook mail view.
8. Click App Launcher and in a new tab, open Yammer. Log into the Yammer session as Garth Fort (garthf) with the demo credentials and click Home to show the posts. If not already selected, click All to show all posts.
9. Join the Finance group:
- In the left navigation, click Browse Groups.
- Pause on Finance and click Add. Click Done to confirm.
10. Return to the Katie Jordan session, in the OneDrive for Business tab.
Administrator session
1. In a separate or InPrivate browser session, log into the demo tenant as MOD Administrator (alias admin).
2. Click App Launcher, and then click Admin.
Windows Phone 8.1:
1. You should have a phone set up with a primary MSA account for Katie Jordan. If you have not set up the phone with the demo hero account, see the instructions in Post-Install Steps section.
2. Turn on the phone, and on the start screen, tap OneDrive.
3. To confirm content in the Personal account, in the Accounts list, tap Personal. You should see personal Documents and Pictures folders.
4. Open the Documents folder and confirm that you can open an Office file. If needed, enter the MSA credentials when presented with a login screen.
5. Tap the back-arrow to return to the files list.
6. The OneDrive for Business view will be the starting point for the Mobile section of the demo. To confirm OneDrive for Business content:
- At the upper left, click the settings icon ().
- Tap the OneDrive for Business account that matches your demo tenant.
- You should see a list of folders and files (your view may not match the screen shot exactly).
OneDrive for Business
Scenario
OneDrive for Business is a place to store, sync, and share your work files. As part of Office 365 or SharePoint Server 2013, OneDrive for Business enables you to update and share your files from anywhere, and co-author Office documents with others in real time. This demo shows how Contoso employee Katie Jordan manages her files, engages in co-authoring, posts documents and conversations to Yammer, searches OneDrive content, and uses the new integration features of OneDrive for Business and Outlook Web App to stay connected with her team. The demo shows both the desktop/laptop/Surface Pro experience and the mobile experience. Throughout this document, “click” and “tap” may be used interchangeably, depending on the device used for the demo.
Goals
The goal of this demo is to explore the key features of OneDrive for Business:
· Viewing and syncing content
· Storing files
· Smart Search
· Sharing and co-authoring with Outlook modern attachments and OneDrive
· Yammer integration with Office 365 web apps
· Cross-platform unified mobile experience, with ability to switch easily between work and personal content
Products Featured
This demo features the following applications:
· OneDrive for Business
· OneDrive for Business mobile app.
Intended Audience
· Business Decision Makers
Length
This demo requires approximately 20-30 minutes.
Demo Steps
Explore OneDrive for Business
Speaker Script / Steps /Introduction
Katie Jordan is an auditor in Contoso’s Finance Department. She and her team use Office 365 and OneDrive for Business to manage and sync all their documents. OneDrive for Business lets Katie’s team update and share files from anywhere, and to co-author Office documents with others in real time.
This demo will illustrate some of the great new features of OneDrive for Business as we walk through Katie’s daily tasks.
OneDrive for Business – quick tour
Let’s start with a quick tour. OneDrive for Business is Katie’s place to store, sync, and share her work. The site has a familiar SharePoint look and feel, with easy navigation around the site.
At left is navigation to Katie’s entire document collection (Documents), documents that have been shared with her (Shared with me), and documents she is following (Followed).
Documents stored in OneDrive for Business are private until explicitly shared. The sharing status of a file or folder is shown in the Sharing column; a “lock” icon means the file or folder is not shared with anyone, while a “people” icon means it is shared.
Site Folders is a convenient link to reach content on sites Katie is following.
There is also a link to Katie’s Recycle bin. We’ll restoring from the recycle bin in more detail later.
Document preview and options
OneDrive for Business provides a rich inline document preview with options to view, edit, share, or download a copy, without having to leave the preview.
Katie can navigate through the document, right in the preview.
The preview window has a number of options for downloading or printing the document. Just click the menu drop-down to see them.
Optional: Katie can even open the document in a Web App directly from this menu.
Just below the preview window, Katie sees some key metadata for the document.
Below the metadata are some additional options for editing, sharing, posting the document to Yammer, and more.
The main EDIT option would open the document in an Office client program.
Katie can also open the document in her phone by clicking the icon next to the hyperlink. This opens a new browser tab with a QR code.
This is how Katie would share the document with a colleague.
The context menu (…) provides even more document options: view, edit in the browser, check out, follow, and more.
With versioning enabled, Katie can see the version history and options for restoring a previous version.
Katie will restore a document later in the demo.
Delve Integration
OneDrive for Business integrates well with Delve. Katie’s content will show in her “my work” group, and, depending on how she and others interact with her documents, in her home view as well.
The content cards show key metadata for each document, including links to the document locations. For example, Katie can quickly go to her OneDrive for Business by just clicking a link.
That concludes our overview of the OneDrive for Business. We will now explore how to add documents, sync files, share and co-author with others, and more. / OneDrive for Business – quick tour
1. In the top navigation bar, click the Office 365 App Launcher, and then click OneDrive.
2. Show links in the left navigation: Documents, Shared with me, etc.
3. Point out that content is private until shared.
4. Show the Sharing column and icons indicating the sharing status of folders and documents.
5. Click Shared with me and show the documents shared with Katie.
6. Click Followed and show the documents Katie is following.
7. Click Site folders and show links to document folders in sites that Katie is following.
8. Optional – show a site folder:
a. Click Sales and Marketing and show the Documents folder.
b. Click Documents to go to the Sales and Marketing Shared Documents library.
c. Use the browser back-arrow to return to Site Folders – Sales and Marketing.
9. In the left navigation, click Documents.
10. In the left navigation, click Recycle bin, show deleted content, and then click Documents to return to OneDrive for Business.
Document preview and options
1. Click the context menu (…) next to the Word document Proseware Project Budget Audit.
2. Place the cursor in the preview and scroll through the document.
3. Click the down-arrow next to the menu icon (just below the document preview) and show the options.
4. Optional: Click the “full screen” icon and show the document opens in a Web App on a separate tab. Then close the tab and return to OneDrive for Business.
5. Show the metadata: Changed by, Shared with, and the hyperlink.
6. Click the phone icon next to the hyperlink and show that you can open the hyperlink directly on a phone using a QR code from a new browser tab. When done, close the tab.
7. Show the options at the bottom of the preview: Edit, Share, and Post.
8. Click Share and explore the sharing window. Do not take any action at this time; close the window when done.
9. Click the context menu at the bottom of the preview and show the options.
10. Click Version History and show the version history and options.
11. Close the preview window.
Delve Integration
1. Switch to the Delve tab.
2. Show Katie’s home view.
Note: her home view may not show content from her OneDrive.
3. In the left navigation, click My work.
4. Show content from Katie’s OneDrive.
Note: there may be content from other sources as well.
5. Explain that links take you directly to the document source.
6. Click Katie Jordan’s OneDrive in one of the content cards and go back to OneDrive for Business.
Add and Sync Content
Speaker Script / Steps /Add content
Katie has several options for adding new content to OneDrive. One is to create a new Office document right from OneDrive in a Web App.
Katie can also upload documents from her workstation by using the UI in OneDrive, or by drag and drop.
Sync files
With OneDrive, Katie can synchronize files across all her devices and access them anywhere in File Explorer, both online and offline. When she syncs OneDrive for Business files with her computer, she can access them from her desktop even when not connected to the Internet.
To sync files to her computer, she needs the OneDrive for Business sync app, available with an Office 365 subscription that includes Office 2013 desktop applications. The local sync app keeps Katie’s files synced whenever there are changes.