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Office Enterprise Hero Demo
Office Enterprise Hero Demo
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Demo Guide
Contents
Before You Begin............................................................................................................................................................ 7
Demo home page and login........................................................................................................................................ 7
Demo Core Requirements/Assumptions...................................................................................................................... 7
First-time Post-Install Steps......................................................................................................................................... 7
Pre-demo Setup Steps................................................................................................................................................ 7
Outlook 2016 + Exchange....................................................................................................................................... 8
OWA+ Exchange...................................................................................................................................................... 8
Word 2016............................................................................................................................................................... 8
OneNote app for Windows 10 and Office Lens for Windows Phone..........................................................................9
SharePoint+ Excel 2016 + Power BI...................................................................................................................... 10
Add tasks to Northwind Traders timeline............................................................................................................... 10
Open Northwind Marketing Spend and Sales Analysis spreadsheet......................................................................10
PowerPoint 2016 Creation...................................................................................................................................... 11
Yammer................................................................................................................................................................. 11
OneDrive for Business + Office Online.................................................................................................................. 11
Delve and Office Graph......................................................................................................................................... 12
Visio 2016.............................................................................................................................................................. 12
PowerPoint 2016 Presentation............................................................................................................................... 12
Skype for Business and Windows Phone app......................................................................................................... 12
Project 2016.......................................................................................................................................................... 13
eDiscovery (SharePoint + Exchange).................................................................................................................... 14
Office 365 Video.................................................................................................................................................... 14
MOD Hero Demo Script................................................................................................................................................ 15
Scenario.................................................................................................................................................................... 15
Scope........................................................................................................................................................................ 15
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Enterprise Hero Demo
Intended Audience.................................................................................................................................................... 15
Length....................................................................................................................................................................... 15
Demo Steps................................................................................................................................................................. 16
Outlook 2016 + Exchange........................................................................................................................................ 16
OWA+ Exchange....................................................................................................................................................... 20
Word 2016................................................................................................................................................................ 24
OneNote app for Windows 10 and Office Lens for Windows Phone...........................................................................28
SharePoint+ Excel 2016 + Power BI......................................................................................................................... 31
PowerPoint 2016 Creation......................................................................................................................................... 40
Yammer..................................................................................................................................................................... 43
OneDrive for Business+ Office Online...................................................................................................................... 45
Delve and Office Graph............................................................................................................................................. 48
Visio 2016................................................................................................................................................................. 50
PowerPoint 2016 Presentation.................................................................................................................................. 52
Skype for Business and Windows Phone app............................................................................................................ 53
Project 2016.............................................................................................................................................................. 57
eDiscovery (SharePoint+ Exchange)......................................................................................................................... 59
Office 365 Video....................................................................................................................................................... 61
Reset Instructions........................................................................................................................................................ 66
Outlook + Exchange................................................................................................................................................. 66
OWA + Exchange...................................................................................................................................................... 66
SharePoint+ Excel+ Power BI................................................................................................................................... 66
PowerPoint Creation.................................................................................................................................................. 67
Yammer..................................................................................................................................................................... 67
OneDrive for Business + Office Online..................................................................................................................... 67
Delve and Office Graph............................................................................................................................................. 68
PowerPoint Presentation........................................................................................................................................... 68
Skype for Business and Windows Phone app............................................................................................................ 68
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Enterprise Hero Demo
eDiscovery (SharePoint + Exchange)........................................................................................................................ 68
Post-Install Steps.......................................................................................................................................................... 69
Prepare the demo equipment................................................................................................................................... 69
Install the Office 365 Demo Content...................................................................................................................... 69
Install Office 2016 from tenant.............................................................................................................................. 69
Run MOD Client Setup Tool (Windows 10).............................................................................................................. 70
Add Local User Accounts to Windows 10 Machine................................................................................................. 71
Outlook + Exchange................................................................................................................................................. 71
OWA+ Exchange....................................................................................................................................................... 72
Word......................................................................................................................................................................... 73
OneNote app for Windows 10 and Office Lens for Windows Phone...........................................................................74
Install and log into OneNote app........................................................................................................................... 74
Unpack OneNote Notebook.................................................................................................................................... 75
Download PDF file.................................................................................................................................................. 75
SharePoint+ Excel+ Power BI................................................................................................................................... 76
Pin workbooks to Excel Recent list......................................................................................................................... 76
Prepare 3D Maps in Excel for KatieJ....................................................................................................................... 76
Install Silverlight, if needed................................................................................................................................... 77
PowerPoint Creation.................................................................................................................................................. 77
Yammer..................................................................................................................................................................... 78
Set Trusted Sites.................................................................................................................................................... 78
Configure Yammer app part on Northwind Team Site............................................................................................ 78
OneDrive for Business + Office Online..................................................................................................................... 79
Delve and Office Graph............................................................................................................................................. 79
Visio.......................................................................................................................................................................... 80
Install Visio Professional........................................................................................................................................ 80
Add Sales Pipeline to Sites Im Following............................................................................................................... 80
PowerPoint Presentation........................................................................................................................................... 80
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Enterprise Hero Demo
Skype for Business.................................................................................................................................................... 81
Prepare Skype for Business for KatieJ.................................................................................................................... 81
Prepare Skype Windows Phone app for GarthF...................................................................................................... 81
Project....................................................................................................................................................................... 82
Install Project Professional..................................................................................................................................... 82
Reassign Jill Frank to Anne Wallace........................................................................................................................ 82
Sync the project file to SharePoint......................................................................................................................... 83
eDiscovery................................................................................................................................................................ 84
Office 365 Video....................................................................................................................................................... 84
Demo Guide
Username:
KatieJ@<tenant>.onmicrosoft.com
Password: pass@word1
Username:
SaraD@<tenant>.onmicrosoft.com
Password: pass@word1
Username:
GarthF@<tenant>.onmicrosoft.com
Password: pass@word1
Connected to Office 365 E3 trial tenant pre-populated with content through Demo Content Tool
Log into the Windows 10 demo machine with the Katie Jordan profile.
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2.
On the demo machine, log into Outlook 2016 as Katie Jordan.
3.
To collapse the Outlook 2016 ribbon, in lower right corner of ribbon, click Collapse the Ribbon.
2.
3.
Log into the Windows 10 demo machine with the Katie Jordan profile.
2.
Demo Guide
Open Contoso Product Innovation.pdf in Microsoft Reader.
Demo Guide
SharePoint+ Excel 2016 + Power BI
Log into the Windows 10 demo machine with Katie Jordan profile.
In Edge, navigate to the Northwind Traders team site and log in as Katie Jordan.
URL: https://<Tenant>.sharepoint.com/sites/contoso/departments/sm/NorthwindTraders
Beside a task, tap the ellipsis () and in the panel tap Add to Timeline.
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Yammer
1. Log into the Windows 10 demo machine with the Katie Jordan profile.
2. Open Internet Explorer and log into the Yammer network as Katie Jordan.
URL: https://www.yammer.com
3. In Internet Explorer, open a new tab and log into the Northwind Traders team site as Katie Jordan
URL: https://<Tenant>.sharepoint.com/sites/contoso/departments/sm/northwindtraders
4. Confirm the Yammer feed on the Northwind Traders home page populates correctly.
5. Close the tab with Yammer network open.
You are now ready to perform the Yammer demo steps.
OneDrive for Business + Office Online
1. Log into the Windows 10 demo machine with the Katie Jordan profile.
2. Open Edge and log into your Office 365 tenant as Katie Jordan.
3. In upper right of Edge, tap More Actions (ellipsis ), and then tap New InPrivate window.
4. In the new InPrivate browser, log into the Office 365 tenant as Sara Davis.
5. Minimize SaraDs Edge session.
You are now ready to perform the OneDrive for Business + Office Online demo steps.
Delve and Office Graph
1. Log into the Windows 10 demo machine with the Katie Jordan profile.
2. Open Edge and log into your Office 365 tenant as Katie Jordan.
You are now ready to perform the Delve and Office Graph demo steps.
Visio 2016
1. Log into the Windows 10 demo machine with the Katie Jordan profile.
2. Open Microsoft Edge and log into your Office 365 tenant as Katie Jordan.
3. From App Launcher, tap Sites.
You are now ready to perform the Visio demo steps.
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PowerPoint 2016 Presentation
1. Log into the Windows 10 demo machine with the Katie Jordan profile.
2. Start PowerPoint and from the Recent list, tap the Northwind presentation.
3. Make sure the tablet is connected to a projector using a VGA dongle or WiDi receiver and in duplicate mode
for the entire demo.
You are now ready to perform the PowerPoint Presentation demo steps.
Skype for Business and Windows Phone app
Log Buddy into Skype for Business
1. On a separate machine, not the demo machine, open Skype for Business.
2. From Tools, tap Options.
3. In Options left navigation, tap Personal.
4. In Sign-in address text box, type a buddy personas name, such as Alexd@<Tenant>.onmicrosoft.com,
and then tap OK.
5. In the Skype for Business dialog regarding changes taking effect after signing out, click OK.
6. From File, tap Sign Out.
7. In the Sign In dialog, make sure your buddys name is in the Sign-in address text box.
8. Tap Sign In, and in the Password text box type pass@word1, and the tap Sign In.
Open Northwind presentation
1. Log into the Windows 10 demo machine with the Katie Jordan profile.
2. Open Edge and log into the Northwind Traders team site as Katie Jordan
URL: https://<Tenant>.sharepoint.com/sites/contoso/departments/sm/northwindtraders
3. In left navigation, tap Documents.
4. To open the Northwind presentation in PowerPoint, tap the ellipsis () beside the file, and then tap Edit.
5. If Check out Required displays, tap Check Out.
6. Minimize PowerPoint.
7. Close Internet Explorer.
You are now ready to perform the Skype for Business + Office Online demo steps.
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Project 2016
1. Log into the Windows 10 demo machine with the Sara Davis profile.
2. Open Internet Explorer and log into your Office 365 tenant as Sara Davis.
3. Log onto the SharePoint Consolidated Sales Team Master Plan project site.
URL:
https://<Tenant>.sharepoint.com/portals/hub
pass@word1
3. Open a new inPrivate Edge session and log into the Office 365 Video as Dorena Paschke.
URL:
https://<Tenant>.sharepoint.com/portals/hub
pass@word1
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Demo Guide
Scope
This demo shows the breadth of the Office 365 and Office 2016 clients at a higher level than the individual deep dive
demos. The demo highlights the value propositions of each work stream and is meant to be available and used in a
modularized fashion to focus on the specific areas you want to demonstrate.
Intended Audience
Business Decision Makers
Length
This demo is estimated to require 30 minutes.
Each module is 5-10 minutes in length.
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Demo Steps
Outlook 2016 + Exchange
Speaker Script
Tap Steps
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appear.
1.
2.
Type yes.
3.
4.
5.
6.
7.
8.
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22.
Tap Override.
23.
Type business justification in text box recipient
is on inventor list.
24.
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OWA+ Exchange
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Tap Steps
Clutter
Many of us need to manage a flood of new email every 2 Scroll Katies inbox to show the number of recent
messages.
day. The power of Office Graph in Office 365 is available
to help. Here is Katie Jordans inbox, and like many of
3 Point out some with business relevance and others
us, she has a large number of recent emails. Some of
that may not.
these messages are relevant, and require her to
respond or take action immediately. Others can wait,
but she should keep them in her Inbox for follow-up.
Then she has messages that have less relevance to her
everyday work, and continue to jam up her Inbox. It
usually takes her considerable time to manually sort
4 In the left navigation under Folders, tap More, and
through these messages and to separate them from the
then tap Clutter.
ones that require her attention.
5 Explore the Clutter folder contents and show what
Fortunately, Clutter for Office 365 can do a lot of this
kinds of messages are marked as clutter: for
work for her. With Clutter enabled, less relevant mail
example, party announcements, sporting
automatically moves to the Clutter folder, leaving the
events, stocks, etc.
Inbox cleaner and saving time.
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Tap Steps
8 Tap out.
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It is that simple!
Word 2016
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Katie heads off to some meetings, grabbing her
Windows tablet with her to get some work done while
shes on the go.
The first thing Katie wants to do is review the customer
contract her team has been working on. So she opens
Word. The first thing youll notice is that Katies Start
Place in Word, which is available in all Office authoring
apps. We know that about two-thirds of the time people
open an existing document. Also, if they start working
on a new document, in most instances they look for
some guidance in sample files or templates. So, rather
than starting with a blank document, we make it all
easier with the start screen, which shows Katies
recently opened documents and her templates. These
help Katie get working more quickly, especially on a
touch device.
The next thing youll notice is that Word welcomes Katie
by name. This is important with Office available as a
service, people like Katie now log into Office, using
either personal credentials a Microsoft account
connected to an Outlook or Hotmail email account or
corporate credentials like an Office 365 corporate
account connected to SharePoint. All of their settings
and content follow them wherever they log in, even if
its a computer theyve never used before. Katie is
logged in with her work credentials and can see the
recent documents list, the templates, and even options
to change the theme and features like dictionaries
customized for Katies work profile. This really is Katies
personal Office experience, tailored to her from the very
beginning when she logs in.
In the Recent documents list, Katie has a Northwind
Proposal available from SharePoint that she wants to
review. Shell tap to open it and receives a bookmark
indicating: Welcome back! Pick up where you left
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off. This is because not only does Word remember all
of Katies settings based on her login profile, it also
remembers where she last was in her documents, even
if she was working on another device. She can just tap
the bookmark, and Word will bring her right back to
where she left off.
Here, Katie sees a comment hint, which indicates that
one of her colleagues has made a comment about this
section. Word keeps Katies document clean and
distraction-free by minimizing the comment to a hint
unless Katie taps to see a request to insert some data
from a PDF the colleague sent her previously. Since
Word has rich comments with replies, Katie and her
colleagues can provide feedback in a more natural,
social fashion, and Katie can just respond sure. And,
since Word integrates photos, presence, and rich
contact information like anywhere else in Office, Katie
can easily see more details or initiate communications
with the person, in the context of what shes working
on.
Ever have that Word moment when you know what you
want to do, but dont quite remember how to do it.
How do I apply double spacing? How do I make this
page horizontal? How do I add a table? Nothing to be
embarrassed about. Weve all been there and wished
for an easier way to accomplish something in our
document.
Tell Me, available in Word, PowerPoint, and Excel,
serves up the commands you need and all you have to
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42In the lower right of the Word status bar, tap Read
Mode (
).
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Windows.
Like all Windows immersive applications, OneNote was
designed from the ground up to provide the richness of
functionality that people have come to expect from a
mouse and keyboard, while also supporting gestures
that feel natural with touch and a stylus. Once more,
the top priority is the immersive content experience,
and therefore the OneNote app prioritizes full screen
content view and contextual controls, over navigational
menus and the ribbon.
2.
3.
4.
5.
6.
7.
So, this means that OneNote lets Katie use gestures like
swiping in from the top to see other notebook sections
and pages. She can then tap to go into that content.
If Katie wants to edit the title, she can double-tap the
text and use special touch handles to drag the cursor
and select the text she wants. From the Home tab she
can bold the text or get more text formatting options
like changing the font size or the color.
8.
9.
10.
11.
In ribbon, on home tab, tap right arrow beside
Font Color, and then select red color.
Katie wants to take notes on the document being
discussed in an upcoming meeting, while keeping it
digitally in the context and organization of the rest of
her notes. Katie can insert a PDF printout right here
into her notebook. This is particularly useful during
meetings, where after discussion on important
documents, somebody needs to capture that content
quickly along with any other meeting notes before
leaving the room.
Note taking and touch interaction isnt just about touch
using the finger. Microsoft has done a lot of great work
over the years with pen and ink, and together with
12.
To place the cursor, tap below 35 years of
sights and sound.
13.
Tap Insert, then tap File, and then tap Insert
PDF Printout.
14.
Navigate to the Contoso Product
Innovation.pdf file.
15.
Tap Open.
16.
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Tap Steps
17.
18.
19.
Hold the phone camera over the printed
document (flat, non-wrinkled).
20.
Tap the bottom camera icon when the full sheet
of paper glows on the edges.
21.
In the top right menu, tap the Crop icon ( ), and
then drag the circle handles around a portion of the
content.
22.
23.
24.
Title the saved OneNote Contoso Product
Edits.
25.
Under Also Create in OneDrive, select PDF,
Word, PowerPoint.
26.
Katie can open this document back on her PC, tablet, or
any device so that necessary changes can be made to
the document coming out of the meeting. She can then
share the changes with other stakeholders. Here, Katie
just makes a quick change to the scale of partnership
with Northwind so she can get them back a revised
contract language quickly.
27.
Under Recent, beside the Word icon, tap Tap to
Open.
28.
Note that the document renders in OneDrive
online rather than Word mobile.
29.
On the Windows 10 tablet, maximize Edge,
opened to OneDrive in Katie Jordans Microsoft
28
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32.
OPTIONAL: In Word Online top navigation, tap
Edit Document, and then tap edit in Word Online.
33.
OPTIONAL: Change the final word of the second
paragraph from worldwide to nationally.
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1.
2.
3.
4.
5.
6.
7.
8.
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file in her Recent list. Katie will now use some Excel
features to better visualize this customer data and get
more insights from the data than ever before.
The Snapshot sheet has some raw data thats a bit
hard to parse. We know that people like Katie often get
data in raw formats in Excel, whether theyve copied it
from the web or imported it from some other database
system which stores and associates data in hard-tovisualize ways. In order to create charts or manipulate
the data, Katie used to have to re-key the data in
individual columns, use a complex parsing formula, or
use a complicated macro. But, with Excel, all Katie has
to do is start typing the data in the format she wants,
and the Flash Fill feature in Excel will recognize the
pattern shes trying to complete and do the work for
her!
And its not just about single words, either. Excel will
recognize more complicated patterns, like Digital
Marketing in cell E6. Flash Fill saves Katie tons of time
and lets her focus on what she wants to do with the
data and on the customer insights shell get not filling
or parsing out the data itself.
With the data quickly pulled out and formatted, Katie
now wants to visualize the data, but isnt sure what the
best formatting, graph, or table is for this type of data.
Instead of selecting the data and creating new charts or
tables one-at-a-time, she can use Excels Quick
Analysis feature to get live previews of what different
data visualizations will look like. In this case, maybe
data bars are the best, or this column chart.
10.
11.
12.
13.
14.
15.
16.
17.
18.
In columns C, D, and E, drag to select rows 423.
19.
Note Quick Analysis icon that appears at the
lower right of the selected cells.
20.
21.
22.
23.
Tap Charts.
24.
25.
Tap Tables.
26.
27.
28.
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Tap Steps
29.
30.
Pareto Chart
31.
In the workbook, switch back to the SNAPSHOT
tab.
32.
33.
Copy the cells and paste to the right of
One of these is the Pareto Chart, which is useful when
Category. You will create a new column Amount2.
you want to analyze what each category contributes to
34.
Select cells E4:F23 (the cells containing data).
a total. In this case, Katie is looking into categories of
Tap the Insert tab.
spending on marketing for Northwind. Which are the top 35.
spending categories, and how much do they contribute 36.
In the Ribbon, in the Charts group, tap the downto the total?
arrow next to the statistical chart button
.
37.
38.
Note the cumulative spending across the top
categories: Public Relations, Advertising, Events, and
so on.
Treemap
39.
40.
On the Home tab, in the Editing group, tap Sort
& Filter, and then tap sort A to Z.
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42.
43.
48.
Note the relative contributions to marketing
spend by employee.
49.
In the workbook, switch to the Expense Trends
tab.
50.
51.
52.
Select cells C25:D25 and drag right to fill entries
for October, November, and December. You will see
1-Aug, 1-Sep, etc.
In this example, Katie sees that Sally spent the most on
marketing, followed by John, Jenny, Paul, and Bill. Sally
spent nearly half of her budget on Public Relations (see
the two PR sections in her area).
Forecasting
Next, we will create a forecasting sheet with some
historical time-based data.
NOTE: In order to create an accurate forecast, the time
based data must be in even increments.
Katie will use sample data showing marketing expenses
53.
54.
55.
In the Forecast End field of the Preview, tap the
calendar icon, scroll to May 2016 (5 months past the
end of the actual data), and tap 5/1/2016.
56.
Expand Options and note the options available
for creating the forecast.
57.
In the preview, note the predicted trend and
confidence interval (default is 95%).
58.
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per month. When she creates a forecast, a new
worksheet is created with a table of the historical and
predicted values and a chart showing the predictions.
You can create a forecast for any number of time
periods past the end of the actual data. In this case,
Katie will create a forecast using 5 months of actual
data, projected out another 5 months past the end of
the data set.
60.
In this case, though the data for the past 5 months are
variable, the forecast calls for about a 40% increase in
spending over the next 5 months. The 95% confidence
limits range from a lower limit of approximately flat
spending, while the upper limit forecasts a substantial
spending increase. This is valuable information she will
use for her next budget review.
Power View
This spreadsheet also has some Northwind sales data,
which Katie wants to use to generate some deeper
insights on their worldwide sales demographics before
and even during the meeting.
Power View in Excel Professional Plus provides
information workers like Katie with a powerful way to
create rich, interactive, beautiful dashboards on top of
Excel data. Just like Flash Fill and Quick Analysis
features help every day Excel users get from data to
insights quicker, Power View democratizes deeper data
analysis. With PowerView, people spend less time
formatting data and more time getting visual insights
and digging into business questions.
61.
In the ribbon, tap PowerPivot tab, and then in
Data Model group, tap Manage.
62.
63.
In the ribbon, tap Home tab, and in the View
group, tap Diagram View.
64.
Close PowerPivot window and return to Sales
Analysis sheet.
65.
In Power View Fields, make sure ALL is
selected.
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data here.
69.
In the Ribbon, on the Design tab, in Switch
Visualization group, tap Bar Chart, and then tap
These Power View sheets really are easy to set up. Katie
Stacked Bar.
can easily replace the GrossMargin visualization with a
70.
Resize bar chart to take up full white space.
a new visualization. In the Power View Fields list,
shell just check the categories she wants to pivot the
71.
In GrossMargin by Category, hover over
visualization on in this case Product Categories and
Cameras & Camcorders to see values.
Sales by Gross Margin. A basic tabular view of this data
Tap the blue bar for Cameras & Camcorders to
gets created, but if Katie wants a different visualization, 72.
apply cross filter.
she can just tab to select a Stacked Bar chart, for
example. Its that easy!
73.
Note filtering that appears in other views.
Now that weve inserted the visualizations we want, the
Power View sheet is highly interactive and presentable
for all skill levels. For example, Katie can hover over this
data bar to see the Cameras & Camcorders values.
She can also do cross filtering in the different visuals by
selecting a category and seeing the other views update
based on that filter.
74.
78.
In the key, tap Cameras & Camcorders to
apply the filter to the timeline view.
75.
In the SalesQuantity, SalesAmount, and
Margin by Brand, and Category view, tap the Pop
out icon ( ).
76.
77.
79.
80.
81.
82.
83.
84.
Expand Products.
85.
86.
87.
88.
89.
34
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Tap Steps
90.
If prompted to edit the workbook, tap Edit
Workbook.
91.
On the Income per Person tab, tap on any cell
within the table to launch the Workbook Queries
pane on the right side.
92.
In the ribbon, tap Insert, then from Tour group,
tap 3D Map, and then tap Open 3D Maps.
93.
Tap on the only tour saved called European
Expansion to launch 3D Maps.
94.
In the Power Map left pane, call out the three
screenshots.
95.
Tap on scene1. Pinch and zoom to show that the
map is interactive and fluid.
96.
Tap scene3.
97.
In the right field, tap Add Layer to begin adding
Internet Speed data to the map.
3D Maps is a great example of Excels data
visualization capabilities. Katie wants to present the
latest data she has collected to support Northwinds
possible expansion into Europe. Instead of presenting
the data in rows and columns, Katie uses 3D Maps to
bring geospatial services from Bing right into the Excel
experience enabling powerful visualizations that really
come to life on her Windows touch device.
In order to make an informed decision, Katie has
gathered relevant EU country data on per capita
income, mobile subscriptions, internet subscriptions,
and internet speed from public data sources using
another Excel add-in called Power Query.
98.
In the far right field, under Layer 4, from
Location tap Add Field, and then select City.
99.
101.
102.
103.
104.
Minimize Excel.
105.
In Edge, navigate to Power BI by tapping
App Launcher, then tapping Sites, and then in
Sites Im following tap the Power BI tile.
106.
In the embedded view, read the Yammer
feed from Sara Davis.
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107.
111.
In the question bar type Profit by
Category. Notice the bar chart that displays.
112.
Append: Profit by Category and
Country. Notice the chart changes to a map
chart.
113.
In the warning bar, tap Enable Content.
Hide filters for more screen real estate if needed.
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Guides. And with tools like Merge Shapes, Katie can get
creative and support her message with effective
visuals.
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Tap Steps
Now, Katie is ready to share out her deck and get any
last changes from her manager Sara before the pitch to
Northwind later today. The file is already stored on the
SharePoint team site, so Katie and her team can
collaborate on the same version without passing
multiple updated copies back and forth by email. In
previous versions of PowerPoint and SharePoint, to add
her manager, Katie would have to go to SharePoint,
select the file, use the ribbon to access the permissions
page, and assign permissions for her manager to edit
this document.
Now, Katie can stay in context, in the app and the
document shes working on, and share with her
manager through SharePoint directly in the
Backstage. In the Share tab, Katie can see Invite
People as one of many simplified sharing options she
has. And, using this feature, she can type her
managers name, resolve it against the company
directory, decide the level of permissions in this case,
edit and then press Share to submit those changes.
Katies manager Sara will receive an email notifying her
that this presentation has been shared with her, and
provide her a link to go directly to the doc to review and
edit as necessary. So, rather than working on the
document in Word, managing the permissions on
SharePoint, and then sending the email in Outlook,
Katie can do it all with a couple of taps right where she
is. The simplicity of sharing with Office helps keep Katie
and her manager focused on collaborating, rather than
borders between applications, storage, and permissions
models.
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Demo Guide
Yammer
Speaker Script
Tap Steps
Demo Guide
Speaker Script
Tap Steps
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Demo Guide
Speaker Script
Tap Steps
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Note OneDrive folder that opens from Windows
Explorer.
11.
Close Windows Explorer and return to OneDrive
page in Office 365.
12.
Select a document.
Demo Guide
Speaker Script
Tap Steps
13.
Note more controls (Share, Download, Delete,
Copy to, Move to, Rename, Details).
14.
Beside the selected document, tap the ellipsis
(), and in the content panel, tap Share.
Co-authoring
15.
In Enter names or email addresses text box,
type SaraD, then select Sara Davis from the drop
down, and then press Share.
16.
To open a document in Word Online, tap Open
in Word Online.
21.
In the OneDrive left navigation, tap Shared
with me.
22.
Tap the file recently shared by Katie. which will
open the document.
23.
Tap Edit Document, and choose Edit in Word
Online.
NOTE: Some documents in Katies OneDrive are
protected by Information Rights Management and
may not open correctly online.
24.
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Speaker Script
On the upper right side of the document, under Katies
name, notice who is also editing the document..
28.
In Katies browser session, tap to return to
OneDrive for Business tab.
32.
33.
Note the Sites Im following and the
Suggested sites to follow sections.
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Demo Guide
Speaker Script
Tap Steps
Demo Guide
Speaker Script
Visio 2016
Speaker Script
Tap Steps
What makes this Visio dashboard particularly actionable 5 Point out the shape data (You might need to extend
is that the Visio diagram is connected to the latest data
the resulting shape data window to show all the
from backend data sources. Visio supports multiple data
fields and data.)
sources, from simple Excel files to SharePoint lists to
6 Tap Open in Visio.
applications such as SAP.
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Demo Guide
Speaker Script
Tap Steps
Demo Guide
Speaker Script
So, you can see how teams can use Visio and Visio
services in many powerful ways to collaborate and
derive key insights about their business.
Speaker Script
Tap Steps
Katie can also tap the Pen and laser pointer tools to
use a stylus as a laser pointer, and she can use ink to
mark up the slides if there is feedback from the
Demo Guide
Speaker Script
Tap Steps
14Tap Pen.
Speaker Script
During a customer presentation, Northwind has a
technical question about a Contoso product. Katie
Jordan needs help answering the question.
Using the power of presence and the improved Skype
for Business desktop client, Katie can scan her buddy
list, which she has organized by groups, to see who in
her team is online and available to help her out.
Tap Steps
49
Demo Guide
Speaker Script
Tap Steps
)icon.
) icon.
50
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Speaker Script
Tap Steps
Of course, Katie can also add a PowerPoint to present to 20In the ribbon, on the Slideshow tab, in the Start
the meeting attendees through Skype. Tapping Present
Slide Show group, click Present Online, and then
PowerPoint Files lets her browse her computer to
click Skype for Business.
choose a file to add.
21Tap the active Skype Meeting, and then tap OK.
If she already has a presentation open in PowerPoint,
22Note uploading peek.
she can skip the browsing in Skype and add it right from
within PowerPoint. She can go into the ribbon and select 23In the Skype meeting, tap arrows to advance slides
and see transitions a couple of times.
the Present Online option. This PowerPoint and Skype
feature will identify any active or upcoming Skype
24In bottom right of Skype meeting screen, tap Pick a
Meetings, and give Katie the one-tap or click option to
Layout icon.
present her PowerPoint to the meeting attendees. This
25Tap Speaker View.
seamless experience is just another example of how
26Tap Pick a Layout icon.
Office breaks down the borders between applications,
and lets Katie focus more on the workflow she wants to 27Tap Gallery View.
complete. In this example, the meeting is more
28Tap the Pick a Layout icon.
impactful and enables richer collaboration between
Katie and her colleagues.
29Tap the Presentation View icon.
In addition to adding content to her Skype Meeting,
Katie can also transition her experience between
different views depending on what makes the most
sense at any given time during the meeting. If seeing
Demo Guide
Speaker Script
the current speaker is most important, she can select
that option which will maximize the video feed for
whoever is the active speaker at a given time. Or, when
the conversation between attendees is most important,
she can select the gallery view, which shows a standing
row with 5 simultaneous HD video streams based on the
5 most active speakers, and a seated row with HD
photos for the rest. At any time, she can pin the video
of one or more contacts to ensure theyre in the
standing row of the video gallery, or pop out the gallery
view itself. Or, if the content is most important, she
could select presentation view so that the PowerPoint
would take up her whole screen, in this case.
Project 2016
Speaker Script
Tap Steps
Demo Guide
Speaker Script
Demo Guide
Speaker Script
Tap Steps
SharePoint.
15On the Tasks toolbar, tap the ellipsis (), and then
tap My Tasks.
Speaker Script
Tap Steps
Demo Guide
Speaker Script
Tap Steps
Demo Guide
Speaker Script
Tap Steps
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Speaker Script
34.
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Speaker Script
36.
Note Added date, View information and You may also
like.
37.
(
Demo Guide
Speaker Script
Tap Steps
38.
39.
40.
41.
).
42.
On the Manage Video Portal page, note Video admins
title and that they can manage Home page in text.
43.
Note Channel admins and that they can create
channels.
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Demo Guide
Speaker Script
45.
46.
In the resulting dialog box, select a video, and then tap
OK.
Starting a new channel is as easy as tapping the New
Channel link and giving it a name and color.
47.
Under Spotlight channels, tap the first drop down
and note available channels in list, and then tap
Executive Corner.
48.
60
Tap Save.
Demo Guide
Speaker Script
Tap Steps
49.
50.
51.
52.
Tap Cancel.
53.
54.
In the upper right of Executive Corner channel page,
tap Upload.
55.
If Build your channel dialog displays, tap Get
started.
57.
In the upper right of the Executive Corner video
channel page, tap Channel Settings.
56.
Tap Executive Corner tile to close the video upload
page.
58.
On the Manage video channel page, on the General
tab, note Channel name, Channel color, and Delete
Channel.
59.
60.
61.
62.
63.
64.
65.
61
) icon.
Demo Guide
Reset Instructions
Outlook + Exchange
1
In Outlook, move the Sports Statistics email from the Deleted folder to Inbox.
OWA + Exchange
Delete PDF file in OneDrive folder.
PowerPoint Creation
Close Northwind presentation without saving changes. Do not check in the file.
Yammer
1
Open Internet Explorer and log into your Office 365 tenant as Sara Davis.
Demo Guide
Enterprise Hero Demo
6. Tap the Northwind proposal (or the file recently shared by Katie), which will open the document.
7. Tap Edit Document, and choose Edit in Word Online.
8. Remove SaraDs sentence in the document.
9. Close Internet Explorer.
10.Open Internet Explorer and log into your Office 365 tenant as Katie Jordan.
11.Tap App Launcher, and then tap OneDrive.
12.Beside the document you shared with Sara in the demo, tap the ellipses (), and then tap Share.
13.Stop sharing with Sara.
14.Close Internet Explorer.
PowerPoint Presentation
Close Northwind presentation, discarding all changes. Do not save the file.
Close Skype for Business meeting on demo machine and secondary machine.
15.On demo machine, close Northwind presentation, discarding all changes. Do not save the file.
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Demo Guide
Post-Install Steps
Prepare the demo equipment
Before you perform any portion of the MOD Hero demo, you will need to complete the following steps once to
prepare your demo machine(s).
1
1. In upper right, under Settings (gear icon), tap Office 365 settings.
2. Under Software, tap Install and manage software.
3. Under Try the next version of Office, select your preferred Language and Version settings, and then tap
Install.
4. Follow directions to install Office.
Run MOD Client Setup Tool (Windows 10)
The MOD Client Setup Tool automates most of the Hero Demo client configuration steps necessary to deliver a MOD
demo.
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Enterprise Hero Demo
Your Office 365 demo tenant must finish installing before you can complete this portion of the Post
Install Steps. Wait for your Provisioning Complete email before running the Client Setup Tool.
1. On your demo machine, visit https://www.MicrosoftOfficeDemos.com and log in with your Microsoft
credentials.
2. In top navigation, tap Resources.
3. Scroll down to Client Setup Tool section, tap MOD Client Setup Tool (Windows 10) and follow steps for
installation.
The Client Setup Tool does the following on the demo machine:
Katie Jordan
Sara Davis
Garth Fort
Project My Screen
Silverlight
Creates MOD Demo Documents folder on desktop and adds demo documents.
Configures Skype.
Demo Guide
At the top of the search results list, tap Add, edit, or remove other users.
At bottom of sign in dialog, tap I dont have this persons sign-in information.
At bottom of Lets create your account dialog, tap Add a user without a Microsoft account.
16.Tap Next.
17.After the account is added, tap the account name, and then tap Change account type.
18.From Account type, select Administrator, then tap OK.
19.Complete the above steps for Garth Fort and Sara Davis.
You are now ready to complete any demo specific post-install steps.
Outlook + Exchange
You will need to create an Outlook account for Katie Jordan on the demo machine.
1
Log into the Windows 10 demo machine with Katie Jordan profile.
Katie Jordan
E-mail Address:
Password:
KatieJ@<Tenant>.onmicrosoft.com
pass@word1
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Demo Guide
23.In Retype Password text box, type pass@word1, and then tap Next.
24.Follow remaining instructions to finish adding Katie Jordans profile to Outlook.
Katie Jordans email will load when Outlook 2016 finishes opening.
You are now ready to complete the Outlook + Exchange Pre-demo Steps.
OWA+ Exchange
You need to install the DocuSign app in Outlook on the web.
1
Demo Guide
Word
Pin files to Word Recent list
You will need to pin 3 or 4 documents to the Word Recent list.
1
Log into the Windows 10 demo machine with Katie Jordan profile.
43.In Edge, log into the Northwind Traders team site as Katie Jordan.
URL: https://<Tenant>.sharepoint.com/sites/contoso/departments/SM/NorthwindTraders
44.To pin Northwind Proposal to the Recent list, tap the ellipses () beside the document, and then tap Edit.
45.NOTE: The Northwind Proposal document may be on the second page of the Documents library.
46.If prompted for Sign in, use Katie Jordan credentials.
47.If Check out Required displays, tap Check Out.
48.Once opened, close the document.
49.Follow above steps to open two or three more documents in Word and add them to the Recent list.
Change Northwind Proposal comment to Sara Davis
If you want to demonstrate accessing a persons contact card from a Word comment, you will need to remove the
comment in the Northwind Proposal document and replace with a comment made by Sara Davis.
1
Log into the Windows 10 demo machine with Sara Davis profile.
Navigate to the Northwind Traders team site and log in as Sara Davis:
URL: https://<Tenant>.sharepoint.com/sites/contoso/departments/SM/NorthwindTraders/Shared Documents/
50.To open the Northwind Proposal document in Word, tap the ellipses () beside the document, and then tap
Edit.
51.If Protected view warning displays, tap Enable Editing.
52.If Check out Required displays, tap Check Out.
53.Scroll to the bottom of the document.
54.Long press the last comment, release, and then tap Delete Comment.
55.Delete the last comment.
56.Tap at end of paragraph, and from Review tab, in Comments group, tap New Comment.
57.Type the following in the comment:
Id love to see the feature comparison table here. I believe it was sent around as a PDF.
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Demo Guide
58.Save the file and check it in.
You are now ready to complete the Word pre-demo Setup Steps.
In Edge, navigate to the demo tenant root site at https://<tenant>.sharepoint.com and log in as Katie
Jordan.
5. In the Documents library, click DemoDocs folder, and then download Katie Jordans notebook to your
machine.
6. Open File Explorer and on the Desktop, navigate to the downloaded notebook.
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Demo Guide
7. Double-tap to open Katie Jordans notebook.
In Edge, navigate to the demo tenant root site at http://<tenant>.sharepoint.com and log in as Katie
Jordan.
9. In the Documents library, click DemoDocs folder, and then download the Contoso Product
Innmovation.pdf file to your machine.
You are now ready to perform the OneNote app pre-demo setup steps.
Log into the Windows 10 demo machine with Katie Jordan profile.
59.In Edge, navigate to the Northwind Traders team site and log in as Katie Jordan.
URL: https://<Tenant>.sharepoint.com/sites/contoso/departments/sm/NorthwindTraders
60.To open Northwind Marketing Spend and Sales Analysis workbook in Excel, in the Documents library
web part, tap the ellipses () beside the file, then tap Edit.
61.If Check out Required displays, tap Check Out.
62.Close Excel without saving.
NOTE: Keep Northwind Marketing Spend and Sales Analysis workbook checked out so you are not asked
to check out the file during the demo.
63.Close Excel.
64.Complete above steps to open 2 or 3 more workbooks in Excel.
Prepare 3D Maps in Excel for KatieJ
Follow these steps to ensure the 3D Maps is installed and enabled:
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1 In Edge, navigate to the demo tenant root and log in as Katie Jordan: http://<tenant>.sharepoint.com.
65.In the Documents library, click DemoDocs folder, and then double-tap European Expansion to open the
file and add to the Excel Recent list.
66.If Protected View warning displays, click Enable Editing.
67.If Security Warning displays, tap Enable Content.
68.If Read-only message displays, tap Edit Workbook.
69.In the European Expansion workbook, in the ribbon, tap Insert, and in the Tours group, confirm 3D Map
icon is available.
70.If Map icon does not appear:
a. In the upper left, tap File, and then tap Options.
b. In Excel Options left navigation, tap Add-ins.
c. At the bottom of the window, from the Manage drop down menu, tap COM Add-ins, and then tap Go.
d. Select Microsoft Power Map for Excel, and then tap OK.
71.Close European Expansion workbook and save changes.
Install Silverlight, if needed
Silverlight is needed to properly display Power View in Excel.
1
You are now ready to complete the SharePoint+ Excel+ Power BI pre-demo Setup Steps.
PowerPoint Creation
You will need to pin 3 or 4 PowerPoint presentations to the PowerPoint Recent list.
1
Log into the Windows 10 demo machine with the Katie Jordan profile.
72.In Edge, navigate to the Northwind Traders team site and log in as Katie Jordan.
URL: https://<Tenant>.sharepoint.com/sites/contoso/departments/sm/NorthwindTraders
73.To open the Northwind presentation in PowerPoint, tap the ellipses () beside the file, and then tap Edit.
74.If Check out Required displays, tap Check Out.
75.Close PowerPoint without saving.
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NOTE: Keep Northwind presentation checked out so you are not asked to check out the file during the demo.
76.Complete above steps to add other presentations to the Recent list. Do not check out these files.
You are now ready to perform the PowerPoint Creation pre-demo setup steps.
Yammer
Set Trusted Sites
Complete these steps to Enable protected mode and set Trusted Sites before proceeding:
1
https://login.microsoftonline.com
https://*.sharepoint.com
https://*.yammer.com
https://*.assets-yammer.com
In Internet Explorer, navigate to the Northwind Traders team site and log in as Admin.
URL: https://<Tenant>.sharepoint.com/sites/contoso/departments/SM/NorthwindTraders
Demo Guide
Enterprise Hero Demo
87.In the browser URL bar, copy the feedID number after the = sign at the end of the URL.
88.Navigate to the Northwind Traders tab.
89.In the Yammer feed part, if present, tap Sign in to Yammer. If prompted for credentials, use
KatieJ@<tenant>.onmicrosoft.com (pass@word1). In the popup tap Allow.
90.Inside the Yammer feed webpart, tap Group feed, and enter the following:
Network:
NOTE: On the Yammer tab note the URL, For example: https://www.yammer.com/<Tenant>.onmicrosoft.com
Group ID:
91.Tap Save.
You are now ready to complete the Yammer pre-demo setup steps.
10.Open Internet Explorer and log into your Office 365 tenant as Katie Jordan.
11.In your Office 365 tenant, in upper left tap App Launcher, and then tap OneDrive.
12.Note documents.
13.Note simple controls (New, Upload, Sync, Share).
14.Tap Sync simple control.
15.Tap Sync now.
16.If questioned about switching apps, tap Yes.
The system will connect to the server, which may take a moment.
17.If prompted to install OneDrive for Business sync app, tap Install and follow directions to set up the app.
You are now ready to complete OneDrive for Business + Office Online pre-demo setup steps.
Demo Guide
Visio
1
Open Edge and log into your Office 365 tenant as Katie Jordan.
Under Sites Im following, if Pipeline Management is not listed, complete the following steps.
a. Navigate to the Sales Pipeline page at
https://<Tenant>.sharepoint.com/sites/contoso/Departments/SM/PipelineManagement.
b. In the top navigation of the Sales Pipeline site, tap Follow.
PowerPoint Presentation
You will need to pin some PowerPoint presentation to the PowerPoint Recent list.
1
92.On your tenant, navigate to the Northwind Traders team site and log in as Katie Jordan.
URL: https://<Tenant>.sharepoint.com/sites/contoso/departments/SM/NorthwindTraders
93.In left navigation, tap Documents.
94.To open the Northwind presentation in PowerPoint, tap the ellipses () beside the file, and then tap Edit.
95.If Check out Required displays, tap Check Out.
96.Close PowerPoint without saving.
NOTE: Keep Northwind presentation checked out so you are not asked to check out the file during the presentation.
You are now ready to complete PowerPoint Presentation pre-demo setup steps.
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Demo Guide
If people photos are not showing in Skype, then log in as that user whose photo is not yet showing up.
Leave them signed in for a few moments until their photo appears.
Make sure at least one, but preferably all four of the Favorites in your Lync buddy list are online before
your demo begins.
101.
URL: http://www.microsoft.com/en-us/download/details.aspx?id=42536
102.
103.
To toggle from you full screen view on the tablet, press F. You can close the app from this view.
You are now ready to complete Skype for Business pre-demo setup steps.
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Demo Guide
Project
Install Project Professional
If Client Setup Tool did not successfully install Project 2016 on the demo machine, you can install from
http://go.microsoft.com/fwlink/p/?LinkID=613655.
Reassign Jill Frank to Anne Wallace
A resource named Jill Frank is assigned to tasks, but does not exist in the SharePoint list of users. This misalignment
will generate a sync error when setting up the project file, so you will need to replace Jill with Anne Wallace.
1
Log into the Windows 10 demo machine with Sara Davis profile.
23.Open Microsoft Edge and log into the Pipeline Management team site as Sara Davis.
URL: https://<Tenant>.sharepoint.com/sites/contoso/Departments/SM/PipelineManagement
24.In PipeLine Management left navigation, tap Documents.
25.In the Documents library, beside Consolidated Sales Team Master Plan tap the ellipsis (), and then tap
Edit.
26.In ribbon, tap Resource, then in Assignment group, tap Assign Resources.
27.Double-tap Jill Frank.
28.In Resource Information dialog, in Resource name text box, replace Jill Frank with Anne Wallace and in
the Email text box, replace jillf@contoso.com with annew@contoso.com.
29.Tap OK to close Resource Information dialog.
30.Tap Close to close Assign Resources.
Sync the project file to SharePoint
1
Log into the Windows 10 demo machine with Sara Davis profile.
31.Open Microsoft Edge and log into the Pipeline Management team site as Sara Davis.
URL: https://<Tenant>.sharepoint.com/sites/contoso/Departments/SM/PipelineManagement
32.In the PipeLine Management left navigation, tap Documents.
33.In the Documents library, tap ellipsis () for Consolidated Sales Team Master Plan, and then tap Edit.
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34.In Project Professional, with the Consolidated Sales Team Master Plan open, tap the File tab, and then
tap Save As.
35.If not selected, tap Sync with SharePoint.
36.In the right pane, complete fields as follows:
Sync with:
Project Name:
https://<tenant>.sharepoint.com/sites/contoso
NOTE: You may need to add /sites/contoso. Do not add a trailing / after Contoso. Project Professional will
append the document name to the URL with the appropriate backslash.
37.Tap Save.
38.Wait for the sync to complete. The Sync with Tasks List window will show progress. This may take 5-10
minutes.
After successfully syncing, Project will show the title as Consolidated Sales Team Master Plan-Tasks to
reflect that the project file has been saved to the project sites Site Assets library.
39.Return to the browser. You should see a new SharePoint project site synced to the project. If not:
a. Navigate to https://<tenant>.sharepoint.com.
b. In upper right, tap Settings, and then tap Site contents.
c. Under Subsites, tap Consolidated Sales Team Master Plan link.
d. Confirm the site opens and shows a Project Summary (timeline, tasks, etc.).
You are now ready to complete Project pre-demo setup steps.
eDiscovery
1
104.
Open Edge and log into the Legal Discovery Center as Sara Davis.
NOTE: eDiscovery is also called the Legal Discovery Center in the demo tenant.
URL: https://<tenant>.sharepoint.com/sites/ediscovery
105.
106.
Demo Guide
107.
On the Northwind Hold page, beside Sources, tap Add & Manage Sources.
108.
Under Mailboxes, in the text box, type Katiej, and then tap Check Mailbox <Need Screenshot here>
(icon).
109.
In the second text box, type Northwind Traders, and then tap Check Mailbox.
110.
111.
112.
113.
On the Northwind Hold page, in the Filter text box, type Northwind, and then tap Get Statistics.
NOTE: The first time this query runs may take some time.
114.
Under In-Place Hold section, select Enable In-Place Hold, and then tap Save.
115.
The screen will return you to the Northwind case home page.
You are now ready to complete the eDiscovery pre-demo setup steps.
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