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Table of Contents Understanding the platform ...... 4 Office 365 deployment scenario ...... 6 Network diagrams ...... 7 Software included ...... 8 CIE supported hardware ...... 9 Office 365 Provisioning...... 12 Setting up on the front end ...... 15 Client imaging (USB) ...... 16 Client Setup ...... 21 Client Setup (Government) ...... 31 Client Setup (Healthcare) ...... 41 Client Setup (Higher ) ...... 49 Client Setup (K12) ...... 58 Windows Phone 8.1 devices ...... 71 Appendix ...... 78 Advanced Setup ...... 79 Enabling Dynamics CRM Insights ...... 80 Enabling CRM & SharePoint Integration ...... 83 Setting Up Contextual in CRM ...... 88 Customize clients using the CIE Client Setup Assistant ...... 90 Dynamics AX Companion Apps Setup...... 94 Setup Live IDs...... 95 iOS Guidance: iPad ...... 96 iOS Guidance: iPhone ...... 100 Lync ...... 100 Android Guidance ...... 104 O365 Email Android ...... 104 Windows RT Guidance ...... 107 Setup PPI Device ...... 109 Crestron for Business Room System ...... 110 Intune Guidance ...... 111 Troubleshooting ...... 119 CIE Client Setup Assistant ...... 120 Environment ...... 121 Room setup ...... 122 System accounts and passwords...... 123 Known Issues ...... 124 Dirty environment found...... 125

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Project Web App missing Quick Links ...... 126 Yammer tile missing in Office 365 navigation ...... 128 Yammer web parts in SharePoint don't display content ...... 129 Questions & Support...... 130 Support Information ...... 131

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Understanding the platform Purpose The Customer Immersion Experience (CIE) platform provides a solution for those in the field who need to set up and configure a clean and fully configured, lab-like environment that will be used to engage their customers in an interactive manner. CIE can be delivered either using Office 365 services or using On-premises servers. We recommend delivering the CIE using Office 365 and align with Microsoft’s larger vision to “Lead with the Cloud” where possible. The Technical Guide contain critical instructions that must be followed in order to set up and configure the environment correctly prior to your first and all subsequent sessions. It provides detailed information regarding the hardware, software, network and accounts/passwords that are a preface to delivery of your first CIE session. Both the Office 365 and the on-premises guides are available in separate downloads on MicrosoftCIE.com.

Setup Time When utilizing the CIE on-premises platform, a full day should be allocated for the initial setup and deployment. This estimate includes physical setup of the server, setting up the Virtual Machines (VMs), client deployment to each of the session participants' devices, and quick tests to verify successful deployment. When using CIE for Office 365 platform deployments, you can obtain a QuickTenant immediately at www.MicrosoftCIE.com or create a tenant with a custom domain name. If you need a custom domain name, it is recommended that you start the Office 365 provisioning process a week in advance of the initial setup of the remainder of the CIE environment. All setup should be scheduled and completed well in advance of your first CIE session.

Other Considerations For technical support, contact [email protected]. CIE technical support has a one- business-day Service Level Agreement (SLA) based on Central Time (CT). Please keep this in mind when planning setup, should you encounter any issues. Legend: Key Step “Key steps” are called out in the right-hand column and are important steps to note during the setup on the CIE environment. Common Questions “Common questions” are called out in the right-hand column and include questions that have regularly been asked by facilitators.

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Contact Technical Support “Contact Technical Support” are call-outs (located in the right-hand column) that refer to instances in which in it may be necessary to contact [email protected] in order to resolve an issue. Setup Tips “Setup tips” are call-outs (located in the right-hand column) that should be reviewed prior to deployment of your CIE environment. These are your tips, tricks and general items to be aware of when setting up the CIE platform.

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Office 365 deployment scenario

The deployment scenario for Office 365 provides you with a completely stand-alone CIE solution, where the Windows client machines are setup and deployed through a USB thumb drive. In this scenario, we are showcasing Microsoft cloud services, particularly the new wave of the Office 365 suite of products. While this path provides for no server infrastructure to deliver a session, you will need Internet access through Wi-Fi or a mobile broadband device. Internet connectivity is not provided through the platform and all devices will connect directly to the Internet where the session is being delivered. Provisioning the traditional Office 365 CIE tenant averages 8-24 hours, pending service availability. It is recommended that you start the provisioning process a week in advance of the initial setup of the remainder of the CIE environment.

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Network diagrams

In the Office 365 deployment scenario, you will create USB thumb drive(s) from the ISO image downloaded, as discussed in this page Client imaging (USB), booting each of the Ultrabook devices from the USB thumb drive.

Once the online tenant has provisioned and the Ultrabook and tablet devices are ready, you can use any wireless LAN or a mobile broadband service to deliver the session.

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Software included

Client Software: Common Question • ® Enterprise It is intended and highly • ® Professional Plus 2016 (32 recommended that all bit) client machines be reset • Microsoft Visio® Professional Plus 2016 (32 bit) after each session. This will remove any • ® Professional Plus 2016 (32 remaining content

bit) (malicious or otherwise) • ® CRM 2015 for Microsoft from the previous CIE Office Outlook (32 bit) customer briefing and ensures your attendees • Microsoft Application Virtualization (App-V) are all getting a Client 5.0 SP2 consistent experience. Online Services: • Office 365 (E3) The CIE for Office 365 client image utilizes an • Power BI for Office 365 evaluation build of • Dynamics CRM 2015 Online (Leo) Windows 10, allowing for you to showcase CIE for • Yammer (Standard) Office 365 without the • Project Online need to activate • Intune Windows with a standard key. Windows 10 activation: In the 8.0 release, the Windows Enterprise Evaluation client license has a 90-day grace period that must be activated over the Internet within an hour of startup or the PC will power off. Office 2016 activation: Office Professional Plus 2016, as well as Visio and Project are pre-installed in the various clients and are rearmed at the end of the initial client operating system deployment task sequences as well as when resetting to the CIE OOBE snapshot. As long as you are resetting the client before each session, you should not experience any issues or reduced functionality with Office 2016.

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CIE supported hardware

The CIE for Office 365 deployment scenario requires the following back-end hardware: • 1 802.11n WAP or a sharable broadband Internet connection device that will provide wireless Internet for the Windows 10 devices and Windows Phone 8.1 devices that will connect to the Office 365 tenant. The CIE for Office 365 platform requires the following front-end hardware: • A Windows 10 image is deployed onto the devices via a 16GB USB thumb drive (The more thumb drives you have prepared, the more client machines you will be able to image simultaneously) • Optional Windows 10 tablet device for the facilitator • Optional WiDi display adapter that allows the facilitator to project from the tablet device without a video cable • Optional PPI touch device • Optional Polycom CX500/600/Roundtable connected to facilitator's device • At least one Windows Phone 8.1, but preferably one phone for each persona • 8-10 in-built or USB webcams • 8-10 headsets The CIE 8.0 platform supports the devices listed below for 64-bit deployments. While we expect there to be many new Windows 10-certified devices added to this list in the future, we cannot provide troubleshooting and technical support for devices that you attempt to use outside of the list below. • Dell XPS 12-9QXX Evaluation License only o Supported via 64-bit USB Client Imaging o Tested BIOS Options: o Secure Boot Mode: Standard . Secure Boot: Enabled . Under Boot > UEFI BOOT: Be sure Windows Boot Manager is at the top of this list • HP ENVY Touchsmart Sleekbook 4 o Supported via 64-bit USB and PXE Client Imaging o Tested BIOS Options: . Intel Rapid Start: Disabled . Intel Smart Connect: Disabled . Legacy Support: Enabled . Secure Boot: Disabled • Lenovo Twist o Supported via 64-bit USB and PXE Client Imaging o Tested BIOS Options: . UEFI/Legacy Boot: Legacy Only • Lenovo X1 Carbon Touch o Supported via 64-bit USB and PXE Client Imaging

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o Tested BIOS Options: . UEFI/Legacy Boot: UEFI Only . Secure Boot: Disabled • Lenovo X1 Carbon o Supported via 64-bit USB and PXE Client Imaging o Tested BIOS Options: . UEFI/Legacy Boot: Legacy Only • Lenovo Yoga o Supported via 64-bit USB Client Imaging o Tested BIOS Options: . Boot Mode: UEFI . Secure Boot: Disabled • Lenovo Yoga 11s o Supported via 64-bit USB Client Imaging o Tested BIOS Options: . Boot Mode: UEFI . Secure Boot: Disabled • Microsoft Pro 2 o Supported via 64-bit USB Client Imaging o Tested BIOS Options: . Secure Boot: Enabled • Dell Venue 11 Pro o Supported via 64-bit USB Client Imaging • HP Split o Supported via 64-bit USB Client Imaging • 3 o Supported via 64-bit USB Client Imaging o Delete secure boot keys o Disable secure boot o Please note for full functionality of the Pen, you must pair it to the device. Open the start menu, begin typing 'Bluetooth Settings' and select that app. Then, hold down on the top of the Pen for 7 seconds until you see a green light blinking on the pen. This will make the Pen temporarily discoverable. While the Pen is discoverable, choose 'Pair' on the Surface Pro 3. Once complete, the top button of the Pen will open OneNote when pressed. Please be aware that a may be required to allow the full functionality of this feature. o For additional information regarding the use and features of the Surface Pro 3 Pen, please visit http://www.microsoft.com/surface/en-us/support/touch- mouse-and-search/surface-pen Minimum Specifications Outside of the supported device list above, the specifications below will assist you in choosing other client machines to support CIE.

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Machine type Device with .1 Sticker (OEM support for Windows 8.1)

Processors 1.4GHz or faster with support for PAE, NX, and SSE2

Memory 2GB RAM (4GB Recommended)

Hard drive <=64GB SATA II (120GB SSD Recommended)

Graphics card At least a DirectX 9 graphics device with WDDM driver

Display size At least 1366 x 768 resolution (1920 x 1080 recommended)

Camera At least a VGA webcam (720p HD camera is preferred)

Audio, Slots, and Ports USB 2 USB 2.0 ports or 3.0

Audio Integrated stereo speakers; Integrated microphone / Stereo headphone / line out / Stereo microphone in

Communication Features Wi-Fi 802.11a/b/g/n

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Office 365 Provisioning

In advance of your CIE for Office 365 deployment and prior to any client setup, Important: After you will need to provision your Office 365 tenant. your tenant has completed the To begin, visit www.microsoftcie.com. provisioning Once authenticated, click Create a Tenant. process, or you have reset your tenant, verify IRM is activated in your tenant prior to your session. Navigate to Office365 Admin console > Service Settings > Rights Management > Manage to check activation status. There are now two options for provisioning a tenant–QuickTenant and If it is not active, provisioning a traditional tenant. simply click the QuickTenant is a new approach to tenant provisioning that will provide greater activate button stability in the tenant provisioning process by preparing a large inventory of to enable rights completed tenants available to customers immediately. QuickTenant will management mitigate most customer-facing difficulties associated with the provisioning features in your process due to outages and unexpected events in the provisioning engine that tenant. prevent successful completion of a tenant. It will also allow for tenants to be claimed by a customer instantly, eliminating the need for extended wait times. To receive a QuickTenant, click on Get a QuickTenant.

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On the next screen, select your pack and region and click Next. Then, answer a few quick questions about your session and click Finish to receive your QuickTenant. To provision a traditional tenant with a custom name, click on the See More Options tile and then on New Tenant. We highly recommend provisioning your trial tenant a week in advance of your session.

Select your Region and the content pack, enter your desired tenant name, your notification email address and your mobile phone number and click Send Code.

The Office 365 Signup service will send a verification code to your mobile phone via SMS text message. Enter the code into the Verification Code field and click Provision.

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To check the status of provisioning, you may return to this page at any time and choose the My Tenants option.

Please allow 8-24 hours for provisioning to complete. Once your tenant completes provisioning, please review the Known Issues section for workarounds to known issues. Once you have reviewed the known issues, you are ready to move on to Setting up the front end.

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Setting up on the front end

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Client imaging (USB)

When imaging clients, you may use a USB 3.0 high-speed thumb drive Contact Technical (or some sort of USB-connected external hard drive) to deploy the Support image to the PC devices. As OEMs implement startup methods To begin USB client imaging, you will first need to download the Client uniquely for each PC, we ISO. This is an ISO file that can be used to create the USB thumb drive are unable to provide that will deploy your client image onto the PC(s) in preparation for a CIE exact guidance on the session. network boot key Downloading the Image combination you will The Client ISO file needed for use with CIE is available for download for need to use, however both Microsoft internal employees and approved CIE partners. This is an the large majority of PCs ISO file that is applied to USB thumb drive(s) that will be used to image will utilize the F12 key the PC(s) in preparation for a CIE session. and provide an option to network boot from To begin, navigate to www.microsoftcie.com and log in using your the Ethernet port. Newer Partner or Microsoft Employee credentials. PC's may require you to disable Secure Boot and UEFI only boot options in order to PXE boot. If you are unable to continue because your PC does not have this option or you are unable to PXE boot even after disabling Secure Boot and UEFI boot options, please contact Once authenticated, click on All Resources > Information and FAQs CIE Support at >Virtual Machines & Client [email protected] om for help with your specific instance.

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Click the Download Icon to begin downloading the ISO image that will be used to create your USB thumb drive.

To aid in the creation of the thumb drive, download ISO to USB from Key Step http://isotousb.com/isotousb_setup.exe. This drive will be used to Run the setup program to install the application. Once installed, erase and image clients launch the program. in place of an Imaging Server. This should not be confused with a Windows To Go drive.

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Click the Browse button to navigate and select the ISO file you downloaded from the CIE website. Pull down the menu to select the thumb drive you wish to use (you may need to use the Refresh button if you recently plugged in your USB drive), the Bootable check box with

FAT32 for the Files System and a descriptive Volume Label. This process will erase ALL content on the drive you use. Click Burn and the application will create a removable media USB drive with the CIE client image.

The thumb drive creation process may be performed on as many thumb drives as you wish to use. You can create a thumb drive for each PC in your CIE kit, or use one thumb drive to image each machine in series. Deploying the CIE Client Image

Once the process is complete, plug the newly created USB Thumb

Drive into an available USB port on your client device, boot the device and press F12 to enter the boot options menu (or whatever the given key may be for your PC device). Select the option to boot from the

USB drive. This will execute the Windows Deployment wizard that will deploy the client image onto your client device.

The Windows Deployment Wizard will appear and you will select run the Deployment Wizard.

Localization settings should be selected in this screen of the wizard. Select the keyboard and time zone settings that are applicable to your region, and then select Next.

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Select Begin to start the CIE client operating system deployment process.

About 15-20 minutes into the Task Sequence, the PC will reboot out of the Window PE (Pre-installation Environment) and into Windows 10 for the first time. The process will continue, finally showing the screen below. Due to the deployment limitations, you will need to remove the USB drive before acknowledging completion.

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Once the client has completed the image deployment process, you will need to continue to Client Setup.

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Client Setup

*Internet is required to complete the client setup. Without it, you will not get the latest updates to the setup tool and you may receive errors Key Step related to connectivity. It is important for you to verify your After each device completes the client imaging process, they will each time and time zone need to be configured based upon your CIE deployment scenario. are both correct on Each device should be sitting on the Administrator desktop with the your Online Services CIE Client Setup Assistant app open. If it is not open, double-click clients. As many of on the CIE Client Setup icon residing on the desktop (for the local the Online services administrator account only). are dependent on certificates, verifying your time settings will help ensure your session runs

smoothly. The CIE Client Setup Assistant app will appear where you will select the Setup tile. The following steps will need to be performed once on each of the 8-10 client devices.

Select the Online Setup button.

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Select the Commercial content pack from the dropdown.

Enter the name of the tenant you created for this CIE Client.

Select the persona you would like to use. (Example: Alan Steiner) Click Begin Setup to start the client setup.

The configuration status will appear in the window.

Configuration will restart and automatically log you in to the client and leave you on the desktop.

Key Step If preparing for the Sales Productivity Pillar, it is important to run

Enabling CRM & SharePoint Integration before setting up the

Dynamics CRM App on client machines.

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Next, you will need to open Dynamics CRM from the All Apps menu.

Once open, you will need to enter the address for CRM online https://tenantname.crm.dynamics.com and click the Next arrow.

Select Work or School account, if prompted, and Enter in the credentials for the user "[email protected]" pass@word1 and click Sign in.

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Wait a few minutes and you will see the CRM Home Screen, then you can close the Dynamics CRM App.

Open OneNote 2016 from the All apps menu and use the ESC key to close the Connect to the cloud dialog window.

Setup Note: If prompted to activate office, please enter the credentials for the persona.

Then, accept it as the default program for OneNote files and select Office 2016 C2R has Yes to open OneNote links and OK. up to 10 activations per licensed user.

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Close OneNote.

Open , choose Use recommended security and compatibility settings and click OK. If you are prompted, click Facilitation Enable for the Browser Helper. Requirement: Before the session begins, be sure to share the Karen Berg If prompted to disable add-ons, pull down the menu option to select Notebook folder with Don't disable. participants/personas so it will be in their OneDrive account for this section.

Type in the user name (for example, karenb@.onmicrosoft.com) and password (pass@word1). Check Keep me signed in and then click Sign in.

If prompted to save your password, click Yes.

Click on the second browser tab to go to https://www.yammer.com/login.

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Enter the persona's username and password on the Yammer sign in page and check the remember me and allow the browser to remember the password.

You can now return to the Office 365 browser tab, click on Sites in the landing page menu and then Home.

Open the persona's About Me page by clicking on the persona's

picture in the and clicking About Me.

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Click Edit Profile.

Click Change your photo.

Technical Consideration: If the Outlook account is not connected to the Wait for the photo to populate on the Change Photo screen, then tenant, DLP policies click Save and OK. used during the session will not be available on that client device.

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Technical Consideration: If the tenant you created did not include CRM, you will get a series of prompts at the beginning of set up process for Outlook. You should cancel the CRM Click on Office 365 in the navigation menu to return to the Office configuration 365 landing page. process and proceed with the remaining

client set up steps. Open Outlook 2016 from the Start menu or All apps menu. Outlook will automatically set up the persona's account and populate the inbox with all session emails. When Outlook 2016 is open, verify that it is connected to the online tenant by clicking on File > Office

Account. Your persona name should be listed in Connected Services. If it is not, click Go online to connect the account to the tenant.

You can also delete the "You've logged in to Yammer" email that was generated when you set up Yammer on the client.

Note: CRM for Outlook plug in is not currently available for Office 2016. As soon as it is available, it will be added back into the CIE client image.

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Once the CRM organization connection is made, you may exit. This may take a few minutes to complete.

Finally, open Skype for Business from the Start menu or All apps menu so the persona images can populate and it will be available at the beginning of the session.

The device is now fully setup and ready for the CIE session.

Important Note: The Internet Explorer browser should be left open and the device should not be shut down or restarted prior to the session. This will allow the device to retain the Yammer and SharePoint logins and make user experience smoother during the session.

The scenarios in the CIE Facilitation Guide are written using Internet Explorer 11 due to some limited functionality in Microsoft Edge. You can still showcase Microsoft Edge during your session, but it is recommended that you test those scenarios in advance.

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Repeat the steps in this section on each client device.

Once complete, continue on to Windows Phone 8.1 device setup.

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Client Setup (Government)

Internet is required to complete the client setup. Without it, you will not get the latest updates to the setup tool and you may receive errors related to connectivity.

After each device completes the client imaging process, they will each need to be configured based upon your CIE deployment scenario.

Each device should be sitting on the Administrator desktop with the CIE Client Setup Assistant app open. If it is not open, double-click on the CIE Client Setup icon residing on the desktop (for the local administrator account only).

The CIE Client Setup Assistant app will appear where you will select the Setup tile.

Select the Online Setup button.

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Select the Government content pack from the dropdown. Enter the name of the tenant you created for this CIE Client. Select the persona you would like to use. (Example: Alan Steiner) Click Begin Setup to start the client setup.

The configuration status will appear in the window.

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Configuration will restart and automatically log you in to the client and leave you on the desktop.

Type Weather in the Search Bar.

Enter your City and hit Enter.

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Open the Maps App from the Start Menu.

Click Yes to associate it with your location.

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Next, search for OneNote from the search bar and open the OneNote 2016 desktop app…

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and close the Connect to the cloud window by pressing escape.

Setup Note: If prompted to activate Office, please enter the credentials for the persona.

Office 2016 C2R has up to 10 activations per licensed user.

Click on Yes

and click OK.

Open Internet Explorer from the taskbar and click OK to set IE 11 settings.

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If prompted, type in the user name (for example, tyc@.onmicrosoft.com) and password of pass@word1. Check Keep me signed in and then click Sign in.

Click on the Yammer tile to open Yammer in another tab.

Enter the persona's username and password on the Yammer sign in page and check the remember me and allow the browser to remember the password.

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You can now close the Yammer tab to return to the Office 365 browser tab and click on Sites in the landing page menu and then Home.

Open the persona's About Me page by clicking on the persona's picture in the ribbon and clicking on About Me.

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Wait until the persona image populates at the top of the screen to ensure their image will populate in all SharePoint social features such as discussion board posts.

Click on Office 365 in the navigation menu to return to the Office 365 landing page.

Type Outlook in the search box and select the Outlook 2016 desktop app from the Start screen. Outlook will automatically set up the persona's account and populate the inbox with all session emails.

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You should also connect Outlook to the Rights Management Server by starting a new email and clicking on the Options tab in the ribbon and select Permissions > Connect to Rights Management Server. You can then close and discard that email.

You can also delete the "You've logged in to Yammer" email that was generated when you set up Yammer on the client.

Finally, search for "Skype" and open Skype for Business 2016 so the persona images can populate and it will be available at the beginning of the session.

The device is now fully setup and ready for the CIE session.

Repeat the steps in this section on each client device.

Once complete, continue on to Windows Phone 8.1 device setup.

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Client Setup (Healthcare)

Internet is required to complete the client setup. Without it, you will not get the latest updates to the setup tool and you may receive errors related to connectivity.

After each device completes the client imaging process, they will each need to be configured based upon your CIE deployment scenario.

Each device should be sitting on the Administrator desktop with the CIE Client Setup Assistant app open. If it is not open, double-click on the CIE Client Setup icon residing on the desktop (for the local administrator account only).

The CIE Client Setup Assistant app will appear where you will select the Setup tile.

Select the Online Setup button.

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Select the Healthcare content pack from the dropdown. Enter the name of the tenant you created for this CIE Client. Select the persona you would like to use. (Example: Alan Steiner) Click Begin Setup to start the client setup.

The configuration status will appear in the window.

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Configuration will restart and automatically log you in to the client and leave you on the desktop.

Once the persona is logged in, search for OneNote from the search bar and open the OneNote 2016 desktop app…

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and close the Connect to the cloud window by pressing escape.

Setup Note: If prompted to activate Office, please enter the credentials for the persona.

Office 2016 C2R has up to 10 activations per licensed user.

Click on Yes…

and click OK.

Open Internet Explorer from the taskbar and click OK to set IE 11 as the default.

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Type in the user name (for example, user@.onmicrosoft.com) and password of pass@word1. Check Keep me signed in and then click Sign in.

Click on the Yammer tab at the top of IE to open Yammer and enter the username and password, check the Remember me box and click Sign In. In addition, click allow for the browser to remember the password.

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You can now return to the Office 365 browser tab and open the persona's About Me page by clicking on the persona's picture in the ribbon and clicking on About Me.

Wait until the persona image populates at the top of the screen to ensure that this persona's image will populate in all SharePoint social features.

Click on Office 365 in the navigation menu to return to the Office 365 landing page.

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Type Outlook in the search box and select the Outlook 2016 desktop app from the Start screen. Outlook will automatically set up the persona's account and populate the inbox with all session emails.

You should also connect Outlook to the Rights Management Server by starting a new email and clicking on the Options tab in the ribbon and selecting Permissions > Connect to Rights Management Server. You can then close and discard that email.

You can also delete the "You've logged in to Yammer" email that was generated when you set up Yammer on the client.

Finally, search for "Skype" and open Skype for Business 2016 so the persona images can populate and it will be available at the beginning of the session.

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The device is now fully setup and ready for the CIE session.

Repeat the steps in this section on each client device.

Once complete, continue on to Windows Phone 8.1 device setup.

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Client Setup (Higher Education)

Internet is required to complete the client setup. Without it, you will not get the latest updates to the setup tool and you may receive errors related to connectivity.

After each device completes the client imaging process, they will each need to be configured based upon your CIE deployment scenario.

Each device should be sitting on the Administrator desktop with the CIE Client Setup Assistant app open. If it is not open, double-click on the CIE Client Setup icon residing on the desktop (for the local administrator account only).

The CIE Client Setup Assistant app will appear where you will select the Setup tile.

Select the Online Setup button.

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Select the HigherEducation content pack from the dropdown, enter the name of the tenant you created for this client, and then select the persona you would like to use before selecting Begin Setup.

The configuration status will appear in the window.

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The device will restart.

You will be taken back to the desktop after the restart.

Type Outlook in the search box and select the Outlook 2016 desktop app from the Start screen. Outlook will automatically set up the persona's account and populate the inbox with all session emails.

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You should also connect Outlook to the Rights Management Server by starting a new email and clicking on the Options tab in the ribbon and select Permissions > Connect to Rights Management Server. You can then close and discard that email.

You can also delete the "You've logged in to Yammer" email that was generated when you set up Yammer on the client.

Next, search for "Skype" and open Skype for Business 2016 so the persona images can populate and it will be available at the beginning of the session.

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To prepare for the use of OneNote during your customer session, open OneNote 2016 from the start menu.

Once the persona is logged in, search for OneNote from the search bar and open the OneNote 2016 desktop app…

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and close the Connect to the cloud window by pressing escape.

Setup Note: If prompted to activate Office, please enter the credentials for the persona.

Office 2016 C2R has up to 10 activations per licensed user.

Click on Yes…

and click OK.

Open Internet Explorer from the taskbar and click OK to set IE 11 settings.

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Type in the user name (for example, user@.onmicrosoft.com) and password of pass@word1. Check Keep me signed in and then click Sign in.

Click on the Yammer tab at the top of IE to open Yammer and enter the username and password, check the Remember me box and click Sign In. In addition, click allow so the browser will remember the password.

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You can now return to the Office 365 browser tab and open the persona's About Me page by clicking on the persona's picture in the ribbon and clicking on About Me.

Wait until the persona image populates at the top of the screen to ensure that this persona's image will populate in all SharePoint social features.

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Click on Office 365 in the navigation menu to return to the Office 365 landing page.

The device is now fully setup and ready for the CIE session.

Repeat the steps in this section on each client device.

Once complete, continue on to Windows Phone 8.1 device setup.

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Client Setup (K12)

Internet is required to complete the client setup. Without it, you will not get the latest updates to the setup tool and you may receive errors related to connectivity.

After each device completes the client imaging process, they will each need to be configured.

Each device should be sitting on the Administrator desktop with the CIE Client Setup Assistant app open. If it is not open, double-click on the CIE Client Setup icon residing on the desktop (for the local administrator account only).

The CIE Client Setup Assistant app will appear where you will select the Setup tile.

Select the Online Setup button.

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Select the Education K12 content pack from the drop-down menu. Enter the name of the tenant you created for this CIE Client. Select the persona you would like to use (e.g., Alan Steiner). Click Begin Setup to start the client setup.

The configuration status will appear in the window.

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Configuration will restart and automatically log you in to the client and leave you on the desktop.

Once the persona is logged in, search for OneNote from the search bar and open the OneNote 2016 desktop app…

and close the Connect to the cloud window by pressing escape.

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Setup Note: If prompted to activate Office, please enter the credentials for the persona.

Office 2016 C2R has up to 10 activations per licensed user.

Click on Yes…

and click OK.

Open Internet Explorer from the taskbar and click OK to set IE 11 settings.

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Type in the user name (for example, user@.onmicrosoft.com) and password of pass@word1. Check Keep me signed in and then click Sign in.

Click on the Yammer tab at the top of IE to open Yammer and enter the username and password, check the Remember me box and click Sign In. Also, click allow for the browser to remember the password.

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You can now return to the Office 365 browser tab and open the persona's About Me page by clicking on the persona's picture in the ribbon and clicking on About Me.

Wait until the persona image populates at the top of the screen to ensure that this persona's image will populate in all SharePoint social features.

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Click on Sites in the navigation menu to return to the SharePoint Landing page. Then, click on Home from the Sites I'm following link.

Once in the home site, browse to Resources > Student Resources.

Open the Student Resources Library.

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Click Social Studies II.

Choose OneNote 2016 and then Click OK.

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Type in the Email for the persona on that machine and Click Next.

Type in the Password and click Sign in.

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Click Create.

After the notebook has finished syncing, close OneNote and return to the intranet Home page.

Type Outlook in the search box and select the Outlook 2016 desktop app from the Start screen. Outlook will automatically set up the persona's account and populate the inbox with all session emails.

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You should also connect Outlook to the Rights Management Server by starting a new email and clicking on the Options tab in the ribbon and selecting Permissions > Connect to Rights Management Server. You can then close and discard the email.

You can also delete the "You've logged in to Yammer" email that was generated when you set up Yammer on the client.

Search for "Skype for Business" and open Skype for Business 2016 so the persona images can populate and it will be available at the beginning of the session.

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Search for "PowerPoint" and open PowerPoint 2016 to open a blank document and verify that the Office Mix Add-in was successfully installed during client set up.

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If the Office Mix tab does not appear in the PowerPoint ribbon, close PowerPoint and visit www.Mix.Office.com to download and install Office Mix before the session.

The device is now fully setup and ready for the CIE session.

Repeat the steps in this section on each client device.

Once complete, continue on to Windows Phone 8.1 device setup.

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Windows Phone 8.1 devices

Setup Email Key Step The following steps To begin, connect to the WLAN on the device by navigating will need to be to Settings. performed once on each of the 8-10 client devices.

In the settings screen, select Wi-Fi and look for the name of Setup Tip the WLAN that was setup and configured for CIE. If you have previously used the Select that WLAN and then enter a password, if necessary, Windows Phone, before selecting done. you will need to Once connected, start the installation and configuration of the first delete the Outlook/Exchange mailbox on the device by completing the account you used following steps. in the past and Still in Settings, select email+accounts and then choose Add then proceed with an account. Select Exchange as the account type. adding an account.

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Enter the email address of the user you want to configure Key step (e.g., karenb@.onmicrosoft.com), In order to display followed by that user’s password (in this case, pass@word1), all the emails in the then select sign in and then done. This user’s email, contacts persona's inbox, and calendar should begin to sync to the device. you must configure each of the email accounts (under Settings) that have been setup and choose to Download email from any time. The Windows Phone, by default, will be set to display email from the last seven days so this must be changed to see all.

Office Hub

Even though a SharePoint site was added to the Office Hub app when we setup up the Exchange account in the step Common above, we still need to add a link under places to the correct Question SharePoint application at Each Live ID will https://.sharepoint.com/sites/Contoso work on up to five devices.

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Initiate Cortana Tap on the magnifying glass to open Cortana and tap allow so the app will initialize and be ready for use during the session. Perform one search for a local business and open it all the way to the Map App and click allow on any prompts. Download and Setup Skype for Business In order to download and install apps from the Store (e.g., Skype for Business, Yammer), as well as show a personal calendar, you will need to set up a personal Live ID account in Email & Accounts on the Windows Phone. Once this account has been added, you can create calendar events that conflict with those we have already configured in Outlook/Exchange. For Skype for Business, navigate to the Store and search for Skype for Business.

Tap Install. Skype for Business will finishing installing from the app list.

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Open Skype for Business, tap through several screens prior to signing in for the first time. Enter the credentials for the user persona of this device, by entering the entire email address (e.g., karenb@.onmicrosoft.com) and pass@word1 before tapping the checkmark icon.

On the screen below, you do not need to enter a valid phone number to proceed. For example, you may enter 1-555-123-

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4567. Click No, Thanks on the Customer Experience Improvement Program.

Next, on the screen below, you will be prompted to turn on Push Notifications. Swipe to the left to turn off push notifications.

Download and Setup Yammer Now, navigate to the Store, tap on the Search icon at the bottom of the screen and then enter Yammer. Tap on Yammer (Microsoft Corporation).

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Tap the install button at the bottom of the screen. This will begin the download and installation process, which provides a status bar below the app in the list.

Once the installation has completed, you can launch the app by tapping on it one last time.

Select Log In and Provide the credentials for the user persona of this device by entering the entire email address (e.g., karenb@.onmicrosoft.com) and pass@word1 before tapping Log In and OK.

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The device is now fully set up and ready for the CIE session. Repeat the steps in this section on each Windows Phone 8.1.

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Appendix

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Advanced Setup

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Enabling Dynamics CRM Insights

1. Sign into CRM as admin Sign into Office 365 as the CRM Administrator, "admin@.onmicrosoft.com" and land on the Office 365 landing page. Click on CRM from the Office 365 App Menu.

2. Enable SYNC for Insights Navigate to the InsideView solution by clicking the Menu icon and selecting Settings.

Then, click Solutions.

Select the InsideView solution from the list by double-clicking.

If data is not already enabled, click Start to enable data synchronization…

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and click Grant Access on the screen to enable data synchronization and wait until Insights solution is configured.

Open an opportunity record and scroll down to the Insights section to activate Insights. Click on Continue as Admin, click on the admin user and click Accept.

3. Change Settings in IE to enable Insights To ensure the “SYNC” feature works appropriately, once it’s been enabled, open Internet Explorer, click on Tools and click Internet Options.

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Select the Security tab at the top of the window.

Check Enable Protected Mode for all of the "zones" (Internet, Local intranet, Trusted sites, Restricted Sites).

Once enabled for all of the zones (Internet, Local intranet, Trusted sites, Restricted Sites), click OK on the bottom of the window and restart Internet Explorer to apply the changes.

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Enabling CRM & SharePoint Integration

1. Enable Server-Based Integration Sign into CRM as the administrator, click the Menu icon in the navigation and click Settings.

Click on Document Management.

Click the Enable server-based SharePoint integration link.

When the Enable Server-Based SharePoint Integration dialogue box appears, click Next.

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Select Online and click Next.

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Enter the address to the demo SharePoint site in the URL field. Type https://.sharepoint.com/sites/Contoso/Sales/Resellers/ in the URL field and click Next.

On the next page, the dialogue box will validate the SharePoint site. When this is complete, click Enable.

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When the connection to the SharePoint server has been established successfully, on the last page, click Finish.

2. Validate SharePoint Site On the Document Management page, click Document Management Settings.

On the Document Management Settings window, enter the URL to the Resellers' SharePoint site. Type https://.sharepoint.com/sites/Contoso/Sales/Resellers/ in the URL field and click Next.

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Deselect the Based on entity option, if it is selected, click Next and OK.

Finally, the site will verify the SharePoint site; once complete, click Finish.

You can now exit CRM.

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Setting Up Contextual Yammer in CRM

Detailed instructions can be found on the Connect Microsoft Dynamics CRM to Yammer article. Please note: In order to set up Contextual Yammer, you must have a valid vanity domain and Yammer Enterprise account that can be used for the demo. Neither are included or provided as part of the demo. Navigate to Yammer Configuration by clicking the Menu icon and clicking on Settings.

Click on Administration from the sub-menu.

Click the Yammer Configuration link.

On the disclaimer screen, click the Continue button to proceed.

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Click Authorize Microsoft Dynamics CRM Online to connect to Yammer.

On the next screen, log in to Yammer with an administrative account (for Yammer) and click Allow.

Select a Yammer Group from the drop-down menu to complete Yammer configuration (in CRM) and select whether the Yammer stream should be Public or Private.

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Customize clients using the CIE Client Setup Assistant

If you need to create a custom client image that may contain custom apps, language settings, etc., then you may choose to use the CIE Client Setup Assistant to create a Snapshot, and then boot up into Edit Mode where you can customize your client before preserving that client for future CIE sessions. After the CIE 7.6 Task Sequence successfully deploys the Windows 10 Out of Box Operating System as well as installs the required client applications, you will see the CIE Client Setup Assistant, as shown below. Click on the Manage tile in the Client app.

Click on the Manage Snap Shots button.

Notice the Active snap shot, CIEOOB, which we are using currently. In order to create a new Snap Shot (differencing disk) containing the custom configurations, click the Create button.

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Enter a descriptive name for this Snap Shot and click OK.

Select the newly created Snap Shot and then click on Edit Mode, which will reboot the client into that Snap Shot (DiffDisk) where you will be able to customize the client however you see fit.

Click Yes to confirm you would like to restart the device in Edit Mode for this Snap Shot.

After the device has rebooted and logged in again as the local administrator account, you can then customize the client how you see fit for your session.

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Notice the Edit Mode banner at the top of the screen showing the name of the Snap Shot (DiffDisk) that you are customizing but also allows you to click End Edit Mode, which will shut down the device and reboot back into a reset copy of the original CIEOOB disk.

After ending Edit Mode, create another Snap Shot called CIETRAINING, repeating the steps above and then discuss some of the features and limitations of the Client App. Notice that there is also an End Edit Mode button available under Manage Snap Shots while in Edit Mode.

Now that you have a third Snap Shot, if you attempt to create a fourth, you will notice only three Workstation Snap Shots are allowed, which includes the CIEOOB Snap Shot.

While we have discussed the Create button already, the Start button allows you to select any of the inactive snap shots to boot up. The Reset button effectively reverts the Snap

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Shot selected in the Workstation Snap Shots screen. This resets the Snap Shot (DiffDisk) back to the state you left it before ending Edit Mode above. The Delete button needs no explanation.

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Dynamics AX Companion Apps Setup

Currently, the Dynamics AX apps are run in demo mode. You must complete the following steps for all three Dynamics AX apps. From the Start screen, click any of the three Dynamics AX apps. Key Step The following steps will need to be performed once on each of the 8-10 client devices.

On the Help us improve Microsoft Dynamics AX apps page, select No, thanks.

On the choose mode of operation page, select Demo Mode.

Repeat the above process for the remaining two companion apps.

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Setup Live IDs

Microsoft Live accounts and Windows 10 apps: Although not part of the all-up story, you may choose to showcase the Windows 10 Mail, Calendar, People and/or OneDrive apps from the Live Tiles on the Windows 10 Start screen.

These apps require you to be signed in with a Live ID. If you intend to use these, we recommend that you log in using the same account information that was used on the Windows Phone 8.1 devices.

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Office 365 Email 1. Open Settings. 2. Tap Mail, Contacts, Calendars. 3. Tap Add Account. 4. Select Exchange. 5. Enter your O365 credentials (e.g., user@.onmicrosoft.com) and a description for this mail account. 6. Tap Next. 7. Select what you would like to sync from O365. 8. Click Save. 9. Your O365 email will be under the default Apple Mail App. Lync 1. Open the App Store, search for Lync. 2. Select Lync 2013. 3. Tap Get. 4. Tap Install. 5. Enter store password, if prompted. 6. Press the Home button; wait for Lync to finish installing. 7. Open Lync. 8. Tap OK or Don’t Allow when Lync prompts for access to contacts. 9. Tap OK at the Before You Start screen. 10. Enter your Lync credentials (e.g., user@.onmicrosoft.com), and tap Sign In. SharePoint Newsfeed 1. Open the App Store, search for SharePoint Newsfeed. 2. Tap Get. 3. Tap Install. 4. Enter store password, if prompted. 5. Press the Home button; wait for SharePoint Newsfeed to finish installing. 6. Open SharePoint Newsfeed.

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7. Tap Sign In. 8. Enter your O365 credentials (e.g., user@.onmicrosoft.com). 9. Enter your SharePoint URL (https://O365TennantName-my.sharepoint.com). 10. Tap Sign In. OneDrive for Business 1. Open the App Store, search for OneDrive for Business. 2. Tap Get. 3. Tap Install. 4. Enter store password, if prompted. 5. Press the Home button; wait for OneDrive for Business to finish installing. 6. Open OneDrive for Business. 7. Enter your O365 credentials (e.g., user@.onmicrosoft.com). 8. Tap Sign In. 9. Tap Open > OneDrive and then select Karen Berg Notebook. Yammer 1. Open the App Store; search for Yammer. 2. Tap Free. 3. Tap Install. 4. Enter store password, if prompted. 5. Press the Home button; wait for Yammer to finish installing. 6. Open Yammer. 7. Enter your O365 / Yammer credentials (e.g., user@.onmicrosoft.com). 8. Tap Log In. 9. Tap Continue or No Thanks when Yammer prompts for access to contacts. 10. Tap OK or Don’t Allow when Yammer prompts for sending Push Notifications. OneNote 1. Open the App Store, search for OneNote. 2. Tap Get. 3. Tap Install. 4. Enter store password, if prompted. 5. Press the Home button; wait for OneNote to finish installing.

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6. Open OneNote. 7. Swipe all the way to the right. 8. Tap Sign In. 9. Enter your Microsoft account credentials (e.g., [email protected]) and then tap Sign In. 10. Choose whether to Send or Don’t Send feedback to Microsoft. 11. Tap Start Using OneNote. 1. Open the App Store; search for Outlook on the web. 2. If prompted, tap Open to open app store. 3. Tap Free. 4. Tap Install. 5. Enter store password, if prompted. 6. Press the Home button; wait for Outlook on the web to finish installing. 7. Open Outlook on the web. 8. Tap Continue. 9. Enter your O365 credentials (e.g., user@.onmicrosoft.com) and tap Sign In. 10. Swipe all the way to the right and tap OK or Don’t Allow when Outlook on the web prompts for sending Push Notifications. 11. Tap OK or Don’t Allow when Outlook on the web prompts for access to contacts. 12. Tap go to inbox. PowerPoint 1. Open the App Store and search for PowerPoint. 2. Select the PowerPoint app by Microsoft Corporation. 3. Tap Get. 4. Tap Install. 5. Enter store password, if prompted. 6. Press the Home button; wait for PowerPoint to finish installing. 7. Open PowerPoint. 8. Tap Continue. 9. Tap Create and Edit Documents.

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10. Tap Done. Excel 1. Open the Apple App Store and search for Excel. 2. Tap the Get button and then Install. 3. Enter store password, if prompted. 4. Press the Home button; wait for Excel to finish installing. 5. Open Excel and swipe left twice and select Continue. 6. Click Create and Edit Documents.

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Lync 1. Open the App Store; search for Lync. 2. Select Lync 2013. 3. Tap Get. 4. Tap Install. 5. Enter store password, if prompted. 6. Press the Home button; wait for Lync to finish installing. 7. Open Lync. 8. Tap OK or Don’t Allow when Lync prompts for access to contacts. 9. Tap OK at the Before You Start screen. 10. Enter your Lync credentials (e.g., user@.onmicrosoft.com), and tap Sign In. SharePoint Newsfeed 1. Open the App Store and search for SharePoint Newsfeed. 2. Tap Get. 3. Tap Install. 4. Enter store password, if prompted. 5. Press the Home button; wait for SharePoint Newsfeed to finish installing. 6. Open SharePoint Newsfeed. 7. Tap Sign In. 8. Enter your O365 credentials (e.g., user@.onmicrosoft.com). 9. Enter your SharePoint URL (https://O365TennantName-my.sharepoint.com). 10. Tap Sign In. OneDrive for Business 1. Open the App Store; search for OneDrive for Business. 2. Tap Get. 3. Tap Install. 4. Enter store password, if prompted. 5. Press the Home button; wait for OneDrive for Business to finish installing.

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6. Open OneDrive for Business. 7. Enter your O365 credentials (e.g., user@.onmicrosoft.com). 8. Tap Sign In. Yammer 1. Open the App Store; search for Yammer. 2. Tap Free. 3. Tap Install. 4. Enter store password, if prompted. 5. Press the Home button; wait for Yammer to finish installing. 6. Open Yammer. 7. Enter your O365 / Yammer credentials (e.g., user@.onmicrosoft.com). 8. Tap Log In. 9. Tap Continue or No Thanks when Yammer prompts for access to contacts. 10. Tap OK or Don’t Allow when Yammer prompts for sending Push Notifications. OneNote 1. Open the App Store; search for OneNote. 2. Tap Get. 3. Tap Install. 4. Enter store password, if prompted. 5. Press the Home button; wait for OneNote to finish installing. 6. Open OneNote. 7. Swipe all the way to the right. 8. Tap Sign In. 9. Enter your Microsoft account credentials (e.g., [email protected]) and then tap Sign In. 10. Choose whether to Send or Don’t Send feedback to Microsoft. 11. Tap Start Using OneNote. Outlook on the web 1. Open the App Store; search for Outlook on the web. 2. If prompted, tap Open to open app store. 3. Tap Free.

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4. Tap Install. 5. Enter store password, if prompted. 6. Press the Home button; wait for Outlook on the web to finish installing. 7. Open Outlook on the web. 8. Tap Continue. 9. Enter your O365 credentials (e.g., user@.onmicrosoft.com) and tap Sign In. 10. Swipe all the way to the right and tap OK or Don’t Allow when Outlook on the web prompts for sending Push Notifications. 11. Tap OK or Don’t Allow when Outlook on the web prompts for access to contacts. 12. Tap go to inbox. PowerPoint 1. Open the App Store and search for PowerPoint. 2. Select the PowerPoint app by Microsoft Corporation. 3. Tap Get. 4. Tap Install. 5. Enter store password, if prompted. 6. Press the Home button; wait for PowerPoint to finish installing. 7. Open PowerPoint. 8. Tap Continue. 9. Tap Create and Edit Documents. 10. Tap Done. O365 Email iOS 1. Open Settings. 2. Tap Mail, Contacts, Calendars. 3. Tap Add Account. 4. Select Exchange. 5. Enter your O365 credentials (e.g., user@.onmicrosoft.com) and a description for this mail account. 6. Tap Next. 7. Select what you would like to sync from O365. 8. Click Save.

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Bing 1. Open the App Store and search for Bing. 2. Select the Bing app by Microsoft Corporation. 3. Tap Free. 4. Tap Install. 5. Enter store password, if prompted. 6. Press the Home button and wait for Bing to finish installing. 7. Open Bing.

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Android Guidance

O365 Email Android 1. Navigate to the App drawer; open Settings. 2. Under the Accounts section, tap Add Account. 3. Tap Microsoft Exchange ActiveSync. 4. Enter your O365 credentials (e.g., user@.onmicrosoft.com) and tap Next. 5. Press OK to accept the Remote Security Administration terms. 6. Your Administrator may require device encryption, which could take up to two hours. 7. Choose which items to sync from your O365 account and complete the wizard. 8. Your O365 email account will be under the default email application.

Office Mobile 1. Open your mobile Internet browser; type in aka.ms/ofcdroid. 2. If prompted, Complete Action with Play Store. 3. Tap Install. 4. Read the App permissions and tap Accept when done. 5. Wait for Office Mobile to finish installing and tap Open. 6. Review the Use Terms and tap Accept when done. 7. Tap the arrow in the bottom-right corner and read the slides. 8. At the end, tap Activate Office. 9. Enter your O365 email address (e.g., user@.onmicrosoft.com) and tap Next. 10. Choose your account type. 11. Enter your O365 password and tap Sign In. Dynamics CRM 2013 1. Open your mobile Internet browser and type in aka.ms/crmdroid. 2. If prompted, Complete Action with Play Store. 3. Tap Install. 4. Read the App permissions and tap Accept when done.

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5. Wait for Dynamics CRM to finish installing and tap Open. 6. Enter the address of the CRM tenant. .crm.dynamics.com 7. At the login screen, enter your O365 email address (e.g., user@.onmicrosoft.com) and password.

Lync 2013 1. Open your mobile Internet browser and type in aka.ms/lyncdroid. 2. If prompted, Complete Action with Play Store. 3. Tap Install. 4. Read the App permissions and tap Accept when done. 5. Wait for Lync 2013 to finish installing and tap Open. 6. Tap OK. 7. Review the Terms of Use and tap Accept when done. 8. Enter your Lync credentials (e.g., user@.onmicrosoft.com) and tap Sign In. 9. Tap Next. 10. Change DATA USE settings as needed, and then tap Next. 11. Make sure your Android number with country code is correct, then tap Next. 12. Choose whether to sync contacts, then tap Next. 13. Tap Done.

OneNote 1. Open your mobile Internet browser and type in aka.ms/onedroid. 2. If prompted, Complete Action with Play Store. 3. Tap Install. 4. Read the App permissions and tap Accept when done. 5. Wait for OneNote to finish installing and tap Open. 6. Review the User Terms and tap Accept when done. 7. Tap the arrow in the bottom right corner and read the slides. 8. Tap Sign In. 9. Enter a Microsoft Account (connect to OneDrive) and tap Sign In (e.g., [email protected]).

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10. Tap Open notebook… 11. Select Organization Account. 12. Enter your O365 credentials (e.g., user@.onmicrosoft.com) and tap Log In. Yammer 1. Open your mobile Internet browser and type in aka.ms/yamdroid. 2. If prompted, Complete Action with Play Store. 3. Tap Install. 4. Read the App permissions and tap Accept when done. 5. Wait for Yammer to finish installing and tap Open. 6. Tap Log In. 7. Enter your Yammer / O365 credentials (e.g., user@.onmicrosoft.com). 8. Tap Log In. Bing 1. Open your mobile Internet browser and type in aka.ms/bingdroid. 2. If prompted, Complete Action with Play Store. 3. Tap Install. 4. Read the App permissions and tap Accept when done. 5. Wait for OneNote to finish installing. 6. Tap Open.

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Windows RT Guidance

Modern Mail app in Windows RT 1. Tap the Mail tile on the start screen, swipe from the right to find Settings and then tap Accounts. 2. Under the Accounts section, tap Add an account. 3. Tap Exchange, Office 365. 4. Tap Show more details. 5. Enter your O365 credentials (user@.onmicrosoft.com) for the email address, then outlook.office365.com for the server address and then your password at the bottom, before tapping Connect. Modern Lync app in Windows RT 1. Tap the Lync tile on the start screen and enter your O365 credentials (user@.onmicrosoft.com) for the Sign-in address and then tap Sign in. 2. Again, enter your Lync credentials (user@.onmicrosoft.com) and password before selecting the Remember my credentials checkbox and tapping OK. Modern OneNote app in Windows RT 1. Tap the OneNote tile and swipe from the right to find Settings and then Options. 2. Tap Add an Organizational account and enter your O365 credentials (user@.onmicrosoft.com) as the User name and then your password before selecting the Remember my credentials checkbox and tapping OK. Modern Yammer app in Windows RT 1. Tap the Store and search for Yammer. 2. Tap the Yammer app by Microsoft Corporation. 3. Tap Install. 4. Provide credentials if prompted. 5. Tap on Yammer app to launch. 6. Under Already have an account? tap Log In. 7. Enter your O365 / Yammer credentials (e.g., user@.onmicrosoft.com) and tap Log In. Set Office 365 Portal as IE home page 1. Tap on the Desktop tile and then launch IE from the Quick Launch bar. 2. Enter portal.microsoftonline.com into the address bar and tap Go or press enter.

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3. Once the page loads, tap on the cog to pull down the menu and tap Internet options. 4. Tap on the Use current button and then tap OK to close the Internet Options dialog window. Desktop Outlook 2016 App in Windows RT 1. Either tap on the Outlook 2016 app from the Start Screen, or launch from within the Desktop. 2. Tap on Next to advance the first screen of the wizard and then leave Yes selected before tapping Next again. 3. Enter your persona Name, then the O365 credentials (e.g., user@.onmicrosoft.com) E-mail address and then enter the password and retype the password before tapping Next. 4. Congratulations! Configuration should complete successfully before clicking Finish. Desktop Office Apps (Word, Excel, PowerPoint, OneNote) in Windows RT 1. Tap on Word which will take you into the Desktop where the Office app presents the backstage screen for you to choose a document to open. Tap on Open Other Documents and then Add a Place and then Office 365 SharePoint. 2. Enter your O365 email address (e.g., user@.onmicrosoft.com) and tap Next. 3. Enter your O365 email address (e.g., user@.onmicrosoft.com) again as your User ID and then your O365 password and select the checkbox before tapping Sign in. Performing the three steps above in any of the Desktop Office apps will configure all Desktop Office apps with this Office 365 account.

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Setup PPI Device

Perceptive Pixel devices have been tested to work against CIE 7.6. 1. To begin setup, follow the standard client imaging and client setup procedures on the PC running your PPI. 2. Next, install the PPI touch drivers from the Microsoft Download Center: http://www.microsoft.com/en-us/download/details.aspx?id=38790. 3. After driver installation, you will most likely want to create a new snap shot as described in Customize clients using the CIE Client Setup Assistant section of the guide.

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Crestron Skype for Business Room System

While the Crestron Skype for Business Room System is not officially supported in CIE 8.0, the following Skype for Business guidance may be used for those wishing to attempt Room System is not setup: officially supported by CIE. 1. Follow the Microsoft Skype for Business Room

System Deployment: http://www.microsoft.com/en- us/download/details.aspx?id=39274 2. Join your Crestron System to the domain and use the account you created as an exchange Resource account and activated in AD in the Crestron OEM setup. Should you have trouble with Creston Skype for Business Room System, please contact CIE Support at [email protected].

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Intune Guidance

Setting up Intune: Reminder: The Intune Using Intune requires a few manual steps in the administration portal and subscription on the clients before use. that is First, you must assign licenses to all of your users by visiting provisioned https://account.manage.microsoft.com/ to enable the licenses. with the Click Add users. Office 365 tenant is only a 30- day subscriptio n. After it expires, all other functionalit y in the tenant will

continue to Then, click the check box at the top of the user list to select all users and work, but then click Edit. Intune will Click Next until the screen reaches Step 3 and select Add to existing no longer group membership. Then, select the Windows Intune checkbox and be click Submit… available.

and then Finish.

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Now, click on Admin Console at the top of the screen and sign in with the [email protected] account and the password of pass@word1.

Click on Admin and then Mobile Device Management.

Next, click on Set Mobile Device Management Authority under the Tasks section. This will enable Intune to become the management center

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for your devices. Once the terms of agreement are accepted, the text will grey out.

Then, mark the check box next to Use Microsoft Intune to manage my mobile devices and click OK.

Still in the administration section, click on Client Software Download in the left menu. Under Step 2, click the Download Client Software button. Save the file to a location that can be accessed by all machines that will use Intune.

To deploy the Office Mix PowerPoint Add-in that is included with your tenant, click on Apps > Apps then, with Office Mix app highlighted, click on Edit.

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Click Run to dismiss the Application Run - Security Warning dialog window that appears.

Provide the admin@.onmicrosoft.com credentials with pass@word1 before clicking Sign in.

Then, choose Command line arguments from the left menu and then click Yes in order to enter /quiet /norestart into the text box. Finally, choose Update to close and update the app package and then Close the wizard.

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Now, we can choose to Management Deployment for that same app.

Add Ungrouped Users to the Selected groups list and click Next.

Then, change deployment to Available Install and click Finish.

The application is now available to the users/group to which you have assigned it. Next, from each device you want to use the Office Mix Add-In during your session, open the shared location for the Intune setup and make a copy locally of the installation file and extract the contents. Then, click on Windows_Intune_Setup and follow the setup wizard. Once complete, you can find your app center as Windows Intune Center. Note: It may take 15-30 minutes for the app to appear on the Start screen and be fully installed and ready for use.

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You may observe the installation status by clicking to expand the icons in the System Tray next to the clock, and then hovering over the Intune Client Center icon.

After installation has completed, in the Search the Web and Windows begin typing Intune…

and you will find the Microsoft Intune Center application where you can click to launch. From the Intune Center, click the link Get applications from the Company Portal.

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If prompted, enter the user's credentials and click Yes when asked if the persona is the primary user of the device.

You can click on the Information Icon to enroll your device.

Select the radio button next to the CIECONT-xxxxx computer name and then click Select.

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Once the device is enrolled you should see Office Mix as an option for install.

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Troubleshooting

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CIE Client Setup Assistant

This information will be updated with information when known issues arise. Developer License On occasions, the developer license used during client provisioning will expire and fail to auto-renew itself. If you experience a prompt to sign in using a Microsoft account for a Developer License, please contact CIE Support at [email protected] and let us know so that we can manually intervene to renew the license. Internet Connectivity The CIE Client Setup Assistant requires Internet connectivity, so if your client device is not connected, you may see the following Error message.

Verify Internet connectivity and then run the CIE Client Setup Assistant app again from the desktop shortcut of the local Administrator user account or from the Start screen icon. Should you have trouble with the CIE Client Setup Assistant in any other way, please contact CIE Support at [email protected].

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Environment

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Room setup

The following instructions may be used as guidance in ensuring the room is ready for your session. 1. You will need to have all of your client devices connected either to the switch via CAT 5e cable or over a Wi-Fi connection to the Internet. Each client should have a headset (and HD webcam if your device does not have one built in) plugged in and powered on. a. Some of the slimmer devices may not have enough USB drives available to support external mice, headsets, etc. We recommend using a USB hub for each device if you have this issue. 2. All Windows Phones should be on and charging. 3. If you plan to utilize the Roundtable, a projector, or a Wireless Display adapter device during the session, those should be configured to work with the facilitator's client. 4. If no whiteboard is available, you may want to have a flip chart available to use during your session.

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System accounts and passwords

Windows Client Desktop Images (Local Common Question Administrator) As CIE utilizes Yammer Standard, there is no User: .\CIE administrator. Password: pass@word1

Office 365 Tenant Administrator User: admin@.onmicrosoft.com

Password: pass@word1

Dynamics CRM Online Tenant Administrator User: Administrator

Password: pass@word1

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Known Issues

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Dirty environment found

If the PC device you are about to image was interrupted in a previous attempt to deploy a client image, then you may see a message regarding a Dirty Environment Found. "An existing in-progress deployment was found but is not in an expected state. Would you like to ignore this in-progress deployment and start a new one?"

If you are hoping to resume an earlier deployment that was interrupted for some unexpected reason, then you should click No. However, if you do not know the status of this PC and would like to start fresh, you should click Yes. In some rare cases, we have seen where the client will not deploy an image because it is stuck in an unknown state. If this happens to you and you are in the Windows PE (pre- installation environment) as depicted in the screen below, you can press the F8 key to launch a command prompt window. In the command prompt, you can issue the following commands to clean the disk, effectively destroying all data on the disk and providing you with a clean start on this PC. diskpart select disk 0 clean

After issuing the clean command, you may exit and restart the PC in order to begin the image deployment process again.

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Project Web App missing Quick Links

Project Web App Quick Launch links for Strategy, Driver Library, Driver Prioritization and Portfolio Analysis are not created by default.

Workaround: Navigate to Operations > Project Center > Strategic Priorities.

Click Edit Links.

Check the box, in the Display in Quick Launch column, for Strategy, Display Driver, Driver Prioritization and Portfolio Analysis.

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Click Save & Close.

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Yammer tile missing in Office 365 navigation Q: Yammer is missing from the Office 365 App launcher menu – how do I sign into my tenant’s Yammer network? A: Due to changes in the Office 365 portal navigation, Yammer will no longer be available as a tile in the Office 365 App launcher menu in all existing and new CIE tenants. Yammer content is still being provisioned into the tenant but the navigation path to open Yammer will be different than what is described in CIE Facilitation guides. For the smoothest in-session experience, the following steps should be completed on each client device prior to the CIE session: 1. Open IE and sign into the Office 365 tenant with the persona’s username and password. 2. Open a second IE tab and navigate to https://yammer.com/login and sign into the tenant’s Yammer network with the persona’s username and password. 3. Leave both tabs open so Yammer authentication will remain and all SharePoint Yammer integration links will work correctly 4. To navigate to Yammer during the session, instead of opening Yammer from the Office 365 App launcher, instruct session participants to open the second IE tab to discover the Yammer content.

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Yammer web parts in SharePoint don't display content Q: Yammer web parts in SharePoint Online are not showing Yammer Content. How do I set them up to show content from the tenant's Yammer network? A: If you have followed the instructions for Client Setup on each client device, you should automatically see Yammer content in the Yammer web parts in SharePoint. If you are not using client devices and want to show the SharePoint and Yammer integration, follow these steps to allow the Yammer content to render in the SharePoint sites: 1. Open an InPrivate IE session and sign into the Office 365 tenant with the persona’s username and password. 2. Open a second IE tab and navigate to https://yammer.com/login and sign into the tenant’s Yammer network with the persona’s username and password. 3. Return to the SharePoint site and refresh the page to view Yammer content on the page.

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Questions & Support

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Support Information

General questions about CIE: Contact [email protected] Contact Technical Support Technical questions/support around CIE: In accordance with the Contact [email protected] CIE release cadence, CIE support will provide For marketing materials and detailed program support for CIE 7.6 and information: 8.0 only. Visit www.microsoftcie.com

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