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This document is for use only by Microsoft employees and approved Microsoft Partners. © 2015 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. 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 Education) ............................................................................................................ 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 Yammer 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 Skype 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 2 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 3 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. 4 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. 5 Office 365 deployment scenario The deployment scenario for Office 365 provides you with a completely stand-alone CIE solution, where