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Jennifer Beaudette
Manager – IT Business Analysis, Applications &
Development Fish & Richardson
*Served as Project Manager for Windows 7/Office 2010 Rollout
11 Offices 1100 Users
400 Attorneys
Office NameDeployment Date
(3 weeks before) - [Date]
Initial Communication Email to Office Management
Project Manager
Draft End User Initial Communication Marketing Lead
Training Equipment Hardware Check Local IT
End User Hardware Check Local IT
Finalize Deployment Team and Announce Project Manager
Travel Schedules Finalized and Approved All Traveling Team Members
Marketing Materials Drafted & Sent For Approval Marketing Lead
Marketing Materials Produced Marketing Lead
(2 weeks before) - [Date]
Initial Communication Email to End Users Project Manager
Plan and Announce Promotional Event Marketing Lead
Resend User Survey to Prior Users Project Manager
Marketing Materials Received and Displayed Local IT
Production of all Pre-Approved Training Materials/ Ship to Assigned Trainer
Marketing Lead
Training Schedule Drafted and Sent For Approval Training Lead
Promotional Materials Double-Checked Local IT
Any New Equipment Tagged and Delivered Hardware Lead
Submit Any Changes/Updates to Project Manager
Team
Training Schedule Finalized and Entered into Online Learning System
Training Lead
Begin User Scheduling for Upgrade Time/Day -Entry into SharePoint
Local IT
Delivery Pre-Upgrade Information Sheet to End Users
Local IT
Arrange and Book Conference Rooms for Training/Alternate Working Space
Local IT
(1 week before) - [Date]
Generic Timeline & ChecklistWednesday, September 22, 201010:24 AM
Office Timelines-Checklists Page 1
Email Communication with Commercial to End Users
Project Manager
Email Users Training Offerings/Sign-Up Marketing Lead
Training Materials Sent to Deployment Site Marketing Lead
Hold Promotional Events at Deployment Site Local IT
Complete User Scheduling into Upgrade Day/Times
Local IT
Ask Office Management to Reinforce Training Attendance/Sign-Up
Project Manager
Send Office Management "What to Expect" email
Project Manager
Deployment Week - [Date]
Welcome to Upgrade Week Email to End Users Project Manager
Conduct Training Assigned Trainer
Deliver Materials to End Users Local IT
Commence Upgrades per Logistics Plan Deployment Team
Training Attendance Finalized Assigned Trainer
Send Training Evaluations to Attendees Assigned Trainer
Floor Support and Helpdesk Triage Deployment Team
Send We Missed You Email Project Manager
Triage Feedback as Necessary Project Manager
Ship Hardware to Next Deployment Site Local IT
(1 week post) - [Date]
Complete Floor Support Checklist Local IT
Conduct One-on-One Training Sessions Assigned Trainer
Complete Remaining Upgrades on Unassigned Machines or Delayed Users
Local IT
Hold Debrief Meeting for IT Team Project Manager
Draft Make-Up Training Plan Training Lead
Hold Debrief Meeting for Office Management Project Manager
(2 weeks post) - [Date]
Make-Up Training Schedule Finalized and Entered into Online Learning System
Assigned Trainer
Commence Weekly Tip Program & Send Archived Tips
Project Manager
Gather Reports & Metrics Project Manager
Email Users Make-Up Training Offerings/Sign-Up Marketing Lead
(3 weeks post) - [Date]
Office Timelines-Checklists Page 2
Conduct Task Based Training (Finalize Attendance and Send Training Survey)
Assigned Trainer
Send User Feedback Survey to End Users PM
**All Generic Emails to be Sent from "Desktop Support & Training" email
Office Timelines-Checklists Page 3
Janice Calfee
Support Analyst, Balch & Bingham LLP Served as Project Manager for Windows 7/Office
2010 Rollout 6 Offices, 239 Attorneys, 459 Total users
Windows 7, Office 2010, Opentext DM5.3; Payne Forms Assistant, Metadata Assistant, Numbering
Assistant, Workshare Compare
WINDOWS 7/OFFICE 2010 UPGRADE TIPS
1. Define the scope of your project by taking a look at your entire network, including all servers, printers and third-party apps. Make a list of all hardware and software which will need to be upgraded to support your new Windows 7/Office 2010 environment.
2. Examine your current hardware and determine what will need to be replaced and what can be upgraded. Determine the amount of time needed to be allowed for delivery.
3. Evaluate your staffing situation and define what additional staff you will need to handle a 30-40% increase in workload. Bring on additional staff, whether permanent or temps, at the beginning of the project to ensure they are up to speed on the entire project.
4. Research technology to find out what is available to reduce the staff workload. An example of such technology is drive duplicators.
5. Map out a timeline for the entire upgrade process, beginning with the first server upgrade. Build in allowances for events such as delayed deliveries and third-party software readiness.
6. Take a look at your entire timeline, and plan your upgrade announcement/kickoff for no more than six months in advance of your actual start date.
7. Assemble a team of users to be involved in the planning of the actual desktop, including any third-party apps needed, as well as default settings in Office programs. It is very helpful to include at least one representative from each practice group or department within the firm. This group can also help you with testing and can be your pilot group.
8. Encourage pre-learning. Even if your firm doesn’t have an LMS or elearning content, Microsoft offers tons of elearning tutorials located here, They also offer an interactive guide for each Office program which allows you to select a command in Office 2003, then it shows you where to find the same command in Office 2010. Ribbon Hero is a game you can download which helps make learning the Ribbon lots of fun.
9. Be diligent and do your homework. Research both software and hardware changes. If you decide to go virtual, hardware makes a big difference in performance.
10. Manage user expectations. Don’t promise what you can’t deliver. Educate users about learning curves and differences in environment, and let them know that while the new system may alleviate some issues they are experiencing on their old system, the new system will have issues of its own – that’s just the nature of technology!
Jerry Nguyen
Director of IT Systems and Development
1100 users across the US, China, and Europe
Windows 7, Office 2010, Non-Matter Centric Desksite 8.5; Payne’s Metadata, In-house Templates
Scrubbed RIBBON
To comment on any button, you can reference it by three criteria: the ribbon name, group name, and button
name. For example, the highlighted button is the “Send Rightfax button, in the Other Tools Group, on
the {Scrubbed} Ribbon”
1. New Documents Group
Blank: Creates a new blank document.
{Scrubbed} Letter: Runs the General Letter template.
{Scrubbed} Memo: Runs the General Memo template.
Templates Menu: Opens the full Templates menu.
2. Open/Save Group
Open: Runs a File →Open
Save: Runs a File → Save
Save As: Runs a File → Save As
Replace Original: Runs our custom Replace Original process. This replaces the red disk save option
added to Word 2003. Documents will be saved in the same way as selecting the “Replace Original”
save option from the File →Save As menu.
Local Save As: Runs the Save As prompt used to save files locally.
Local Open: Runs the Open prompt used to open files locally.
Save As Template: Runs our custom menu to save document templates to your profile.
3. Font Group
This organizes basic Font options. The same group appears on the Home ribbon.
4. Paragraph Group
This organizes basic Paragraph options. The same group appears on the Home ribbon.
5. Desksite Tools Group
Insert Doc#: Inserts the Doc# into the footer, if working with a file checked out from DeskSite.
Remove Doc#: Removes the Doc#, if present.
Print Final: Prints the entire document to the default printer without the Doc#.
Launch DeskSite: Starts DeskSite, if not already running.
6. Other Tools Group
Add Letterhead: Adds firm letterhead to the current document.
Remove Letterhead: Removes firm letterhead, if present.
Clauses: Runs the Clauses menu, from which several common phrases can be inserted into the
header.
Send RightFax: Sends the current document by RightFax.
RightFax Status: Starts RightFax to reveal the status of sent and received faxes.
: Organizes the fillable form tools from Word 2003.
QUICK ACCESS TOOLBARS
For the QATs, you can reference them by the type of QAT (see attached document as a reference). For
example, “Please add Replace Original to the Word QAT” or “Please add forward to the Outlook - New Mail
QAT”.
1. Word
New, Open, Save, Save As, Close, Print Preview, Undo, Redo, Spell Check, Style Assignment
2. Excel
New, Open, Save, Save As, Print Preview, Undo, Redo
3. PowerPoint
New, Open, Save, Save As, Close, Print Preview, Undo, Redo
4. Outlook – Main
New E-mail, New Appointment, Print Preview, Undo
5. Outlook – New Mail
Save, Undo, Redo, Next Item, Previous Item
6. Outlook - Reading Mail
Save, Undo, Redo, Next Item, Previous Item
7. Outlook – New Appointment
Save, Undo, Redo, Next Item, Previous Item
8. Outlook – New Contact
Save, Undo, Redo, Next Item, Previous Item
WINDOWS
1. TaskBar
2. Notification area
Should we show all icons by default (ie. Not hide them)?
Things you might want to try to Capture: ODBC Data Sources:
Regedit /E %DSTDrive%\XPDrives\odbc-HKLM.reg HKEY_LOCAL_MACHINE\SOFTWARE\ODBC\ODBC.INI Regedit /E %DSTDrive%\XPDrives\odbc-HKCU.reg HKEY_CURRENT_USER\Software\ODBC\ODBC.INI
Get the Current Default Printer <VBS code>
Function GetDefaultPrinter() sRegVal = "HKCU\Software\Microsoft\Windows NT\CurrentVersion\Windows\Device" sDefault = "" On Error Resume Next sDefault = objShell.RegRead(sRegVal) sDefault = Left(sDefault ,InStr(sDefault, ",") - 1) On Error Goto 0 GetDefaultPrinter = sDefault End Function
The Lastest NK2 file from their profile.
rem Copying latest NK2 File... setLocal EnableDelayedExpansion pushd "%xpprofile%\application data\microsoft\outlook\" for /f "tokens=* delims= " %%a in ('dir /b /od *.nk2') do (set newest=%%a) copy "%xpprofile%\application data\microsoft\outlook\%newest%"
Copying personal Templates
xcopy /s /y "%xpprofile%\application data\microsoft\templates\*.*" "%appdata%\Microsoft\templates\" >> %logfile%
Copying Custom Dictionaries
xcopy /s /y "%xpprofile%\application data\microsoft\proof\*.*" "%appdata%\Microsoft\UProof\" >> %logfile% Copying Signatures
xcopy /s /y "%xpprofile%\application data\microsoft\signatures\*.*" "%appdata%\Microsoft\signatures\" >> %logfile%
Users PST Files and other mailboxes that they are connected to:
Manually open Outlook to examine.
- 2 -
PC Migration Steps: Important: Make sure you place a check mark in EVERY box as you complete the steps!! I. Capturing user Settings [_] 1) Login as User
[_] 2) Export Cookies
a. Open Internet Explorer then Click File > Import & Export and run through the wizard to export cookies to H:\transfer\cookies.txt. If you don’t see the file menu, hold down the ALT key.
[_] 3) Run w:\{scrub}\1-Copy Up.bat. (See addendum for Special Migration Types)
MAKE SURE THAT YOU SEE THIS DIALOG BOX AT THE END and the numbers match up.
[_] 4) Double click on W:\ {scrub}\Outlook and Printers.dot
a. Click “Enable Macros” when prompted and answer the questions.
[_] 5) Open Outlook
a. Minimize all of the mailboxes in the folder list and note what other mailboxes they are connected to.
b. See if the user has any PST files mapped by using File | Data File Management.
c. Align the Data File Management Window (Red.) in a way that you can still see the folder list (purple). Make sure to also capture the Favorite Folders (green). Take a screen shot of the whole desktop and paste it into the Word document.
[_] 6) Take a screen shot of all of their Printers and paste it into the Word Document.
- 3 -
[_] 7) Wait for the script to finish and you see the screen below. Remember to cut and paste this into the Word document. The number of files in C:\transfer minus the number of files in My Music should equal the number of files in the {scrub}Ie (221-28=193)
[_] 8) Save the Document. It should already be named “H:\Outlook and Printers.doc.”
[_] 9) Print the Word document and staple it to this check list.
[_] 10) Re-image the PC
[_] 11) After imaging the PC, the mini-setup will start, name the PC with the following convention:
%{scrub}. Generally, you can find the old name in the document you just printed out.
Old Name: {scrub}-> New Name: {scrub}.
[_] 12) Once you named the machine, login in as {scrub} (pw: {scrub}) and let a PowerShell script run that puts the machine name on the network and in the correct OU. Reboot the PC.
[_] 13) Place a yellow dot on the monitor and leave the guidebook.
[_] 14) Return printouts to Rollout manager.
**************************************************************************************
II. AD migration (To be performed by Shift Leader)
[_] 15) Using Active Directory Users and Computers, Move user account to <office> | {scrub}
[_] 16) If the PC is not in <Office> | Computers | {scrub}, move it there. (you can’t move the PC until you image it and add it to the domain).
[_] 17) Remove the old PC from Active Directory
**************************************************************************************
III. Configure the New User (After the shift leader completes step 14)
[_] 18) Log in as the User… (be sure the userID and machine have been moved to the appropriate OU) You may have to click “Switch user” then “Other user” to get to the correct login screen
- 4 -
a. The login script will run and various applications may get installed.
[_] 19) Run newuserdefaults.cmd. Click on “yes” for all of the regedit Prompts.
[_] 20) Start the Copy down Script: 2-copydown.bat
[_] 21) Setup the Outlook profile by right clicking on the Outlook Icon on the desktop and choosing Properties. The profile should be named the same as the username. If a profile called “outlook” already exists, Remove it.
a. Click Add, and name the Profile as the User’s login ID. DO NOT choose “Manually configure…” on this screen.
b. Click Next and allow Outlook to setup the User’s mailbox.
c. Check the screenshot to re connect any other mailboxes
[_] 22) Import Cookies, verify they are in H:\cookies
a. Open IE and hit Alt-F and choose Import and Export.
b. Choose H:\transfer\cookies.txt.
c. After importing the cookies, Open H:\, right click on the Cookies folder
i) {scrub}
d. Choose “Always Available Offline”.
e. Please re-apply “hide protected operating system files”
[_] 23) Check to make sure that the Favorites copied over.
[_] 24) Open Outlook
a. Setup their PST files: (File | Account Settings | Account Settings | Data Files | Add…)
b. Open the folder called Contacts | Suggested Contact to make sure it is not empty. If it is, make sure the proper nk2 file is in %appdata%/microsoft/outlook and then run outlook.exe /importnk2.
c. Right-click on the Mailbox and choose Data File Properties
d. Click on Upgrade to Color Categories and then click on Yes.
[_] 25) The copydown process should have added most of their printers back automatically. Compare the installed printers with your print out.
[_] 26) {scrub}
[_] 27) {scrub}
[_] 28) Setup Custom Software (see {scrub}Application Installs.doc)
[_] 29) Verify Applications
- 5 -
[_] 30) Bring printed sheets to Rollout manager for review.
- 6 -
I. Special Migrations Types
A. Converting unused temp accounts or users who don’t have PC’s
You can covert temp accounts/non-PC accounts with any Windows XP computer and Windows 7 computer.
1. {scrub}This skips all of the PCbased file capture and copy of C:\transfer
2. Login to a Windows 7 PC as the user and perform all steps. Use the normal 2-Copy down in Step #20
B. Converting Multi-user Computer
1. {scrub}
C. Converting Computers that will be replaced.
This set of Scripts will copy the files directly to the new computer rather than to the network. It will copy C:\nrportbl, c:\nrtecho, C:\outlook\*.pst, and C:\transfer directly to the C:\drive of the new computer. Other captured files will go into C:\ {scrub}
1. {scrub}
Upgrade Document Windows 7 + Office 2010
Steptoe & Johnson LLP 1-1 Information Systems and Technolog y Confidential 8/3/2012
SECTION 1 - SETTING UP THE ENVIRONMENT
1.1 ORGANIZATIONAL UNITS Note: You can look at DC | Computers | {scrub} and DC | Win7Users as models. Create a computer OU called {scrub} under your <office> Computers OU. This will house all of the computers that will be using the Windows 7 image. [_] Add the Windows 7 Computer Policy to this OU [_] Add the Applications 2010 Computers Policy to this OU [_] Create a <Office> W7 Computers Policy (ie. PH W7 Computer Policy) GPO and make sure: [_] It has the highest Priority [_] The User Configuration portion is disabled
Create a User OU called {scrub} under your <office> OU
This will house all of the users that will be using the Windows 7 image.
[_] Make sure to {scrub}of all GPOs.
[_] Add the Windows 7 User Policy to this OU [_] Add the Applications 2010 User Policy to this OU
[_] Add the FirmWide Internet Explorer{scrub}-Win7 to this OU
[_] Create a {scrub}Users Policy GPO (ie. {scrub}W7 Users Policy) and make sure:
[_] It has the highest Priority [_] The Machine Configuration portion is disabled
Note: The OU’s must have the name exactly as listed above, due to a {scrub} Online script
that runs.
1.2 GROUP POLICY OBJECTS The Group Policies above are documented in attached HTML files, as seen in the following table. The general strategy is to use the Policies as they are, and create a Location Specific Policy to handle and differences.
Policy Type Documentation and Settings File
Key Policies to review to place into the <Office> specific GPO’s
Windows 7 Computer Policy
Windows Components/Windows Update -Specify intranet Microsoft update service location
Applications {scrub}Computer Policy
Windows 7 Users Policy
Windows Settings|Scripts|Logon -> Set/Verify login script Windows Settings|Desktop| Advanced -> Desktop Location
Applications {scrub}Users Policy
Microsoft Office Outlook 2010/Miscellaneous/PST Settings -Default Location of PST Files
%office% W7 Users Policy
-Setup Folder Redirection for your: - Desktop. (be sure to use the correct AD group for your office, refer to the Windows XP User Policy) - Favorites
Upgrade Document Windows 7 + Office 2010
Steptoe & Johnson LLP 1-2 Information Systems and Technolog y Confidential 8/3/2012
- Links - Searches - Setup Logon script in this policy. - It will also be used to contain Office specific differences from the standard policies. -Drive Mappings (In preferences section) -Environment Variable (in Preferences Section) -Regional options (in Preferences Section)
%Office% {scrub} Computers Policy
- {scrub} -Setup Windows Update pointers to your (W)SUS server. It will also be used to contain Office Specific Differences from the standard policies
{scrub}should prevent programs meant for the normal Windows XP machines.
1.3 THE LOGIN SCRIPT Please create a separate Win7 folder within your OU to house a Windows 7 specific Login Script. We will have to consult with Jamie on this. See %logonserver%\Netlogon\DC\Win7 for example files.
File Type Purpose Actions Example file. Processes
updates and is run from the login script
We want to start a new {scrub}, but make sure that “everytime” items are still run and re-added
%logonserver%\Netlogon\{scrub}\....cmd
Main Login Script that does drive mappings, group related.
Create a login Script that references the new files you create for robocopy and Upflag. Remove any processes that are no longer applicable.
%logonserver%\Netlogon\{scrub}vbs
Syncing items that can occur after the user has logged in.
This runs non-startup Template syncs as well as cleanup items that can happen in the background.
Syncs just the startup templates
Startup templates need to be in place before the user opens any application.
Sets up the default User
Edit for any office specific settings. Use the “if /I %office% == PH” line to specify PH only edits.
1.4 TEMPLATES
Upgrade Document Windows 7 + Office 2010
Steptoe & Johnson LLP 2-3 Information Systems and Technolog y Confidential 8/3/2012
The Firm standard templates had to be adjusted to work with Office 2010 AND the new Interwoven Desksite 8.x suite. There are some major changes to the structure of how the templates work. Template Type Server Location Workstation Location Notes Firmwide Standard Workgroup Templates
C:\program files\microsoft office\templates
These are sync’d via postlogin.cmd, so that it won’t delay the login.
Office Specific Workgroup Templates
C:\program files\microsoft office\OfficeSpecific-Templates
There is a short cut to these directories in the corresponding Standard Template files. This is so that the two directories will show up in the {scrub} (etc) tab all together. These are sync’d via postlogin.cmd, so that it won’t delay the login.
Firmwide Startup Templates
C:\program files\microsoft office\Office14\Startup -… XLSTART
These are synced during the login.
AppData Templates %appdata%\microsoft\templates
This is where the baseline normal.dotm and normalemail.dotm reside.
OfficeUI files %appdata%\Microsoft\Office These are the default Ribbon and QAT files.
Script File Server Location Notes 2010….cmd Refreshes the Normal*.dotm for users 2010t…….cmd Resyncs the Standard, officeSpecific, and Startup
Templates W7-t……...cmd Restores all default templates, toolbars, and QAT files
to the original defaults.
SECTION 2 - CUSTOMIZING THE IMAGE TO YOUR LOCALE
2.1 COPY OVER SERVER BASED FILES The following files must be copied your office’s “P:\” drive: unless you plan to use it from the W: Drive. Note: Most Domestic offices should be fine with running it from W: unless otherwise noted.
Directory Program
Upgrade Document Windows 7 + Office 2010
Steptoe & Johnson LLP 2-4 Information Systems and Technolog y Confidential 8/3/2012
:\Install\Office 2010 Proofing Tools Foreign Dictionaries for Office 2010 :\Install\Interwoven Desksite and Filesite :\install\Workshare Professional Deltaview 2.9 :\util\PCMigration\ Scripts for Copying up the and down key
Data. Look in 1-copyup.bat for an explaination of what the files do.
2.2 LOCAL CHANGES TO THE IMAGE
Programs Settings Example File or Action Workshare Professional The default Interwoven
integration must be set to your local Worksite server, and Automatic Logon Setup.
This should only be needed for the International Offices.
Accuroute Uninstall Rightfax Re-Install from your own
Rightfax Servers.
Time Zone Adjust Time Zone DTE Re-install DTE according to your
Office’s setup
Keyboard Settings Edit the keyboard settings if you have a foreign Keyboard. O
Control Panel | Regional and Language Options
Foreign Language Dictionaries Install Office Foreign Language Dictionaries as needed
Copy P:\install\Office 2010 Proofing Tools
MSI Repointing Re-Route MSI’s to point to your local Server
Uninstall.reg (not yet completed)
Antivirus You may have to uninstall the Antivirus Client and install it from your AV server.
Any user specific changes should be made while logged in as “ADMINISTRATOR”. This is the default template from which new profiles are created. After setting up ADMINISTRATOR the settings need to be copied to the default user as described in the Image build documentation.
2.3 DEPLOYING THE IMAGE Note: We are going to give people "fresh" profiles and we are assuming that Desktop is on H:\Desktop; the Profile is in H:\profile; and the Cookies are in H:\cookies The steps to re-imaging a machine and creating a Windows 7 user are found in Doc# 2413114 v.2.
2.4 CITRIX CHANGES
Upgrade Document Windows 7 + Office 2010
Steptoe & Johnson LLP 3-5 Information Systems and Technolog y Confidential 8/3/2012
Generally, we will convert over the Citrix server near the end of the rollout. Users will be able to access the old Citrix environment without a problem because the profiles used for the normal login and the Citrix login are different. We will be on the old version of Office on the Citrix Servers for a short period of time.
2.5 SOME CHANGES TO THE IMAGE THAT WAS SHIPPED
SECTION 3 – KEEPING UP WITH THE PILOT
3.1 WINDOWS 7 PROJECT SITE Main Page: <scrubed> Team Discussion Board: <scrubed> Pilot Feedback Center: <scrubed> Example image of one Team’s Collaboration Page.
Maritta Terrell
Trainer & Application Support
Austin, Texas. 38 Attorneys; 85 users Windows 7, Office 2010, Autonomy’s iManage’s
Matter Centric 8.5; Payne’s Metadata, Numbering and DocID, Litera ChangePro
Lessons Learned from Office 2003 Rollout
Do not skimp on testing time prior to rollout of ANYTHING
Do your testing on exactly what you are rolling out
Pilot groups make good testing
Set scheduling expectations properly (give your team plenty of time)
Document your build
Good trouble-shooters do not play favorites (Anything can be trouble!)
Team work works!
Hi, Maritta!
For our FileSite rollout we did the Survival Camp theme. It was a way to make everyone realizethat they could survive, but that they needed some basic training: e-learning followed by someclassroom training, all in preparation for a cutover. To make it more compelling, each office wasa “camp” with their own nicknames, and they competed to see who could get the most peoplethrough training. The office that won got a pizza party or something. There were also individualwinners for things like first one to complete the four required e-learning lessons.
I’ve attached an example message.
Jeff WardFulbright & Jaworski
2178944.1
Theme Ideas
“Don't get tangled up in those ribbons” or“Where in the World is . . .”“The X Files….” (doc to docX)
And then depending on WHEN you do it, or what your city/country culture is…. One of these instead?
New Year Top Hats Clocks “wands”
Animal Zoo or Farm Animal figurines Animal ties Animals (little stuffed animals)
Sports – Football Mini footballs BIG footballs on wall Helmets Whistles
Summer Sun Sun Sunflowers Sunglasses Palm trees
Fishing Fishing nets Fishing poles Fish
Hawaii – Luau Grass Skirts Leis Parrots Coconuts Tiki head
Butterflies Balloons of butterflies Butterfly pins Confetti Butterfly note pads
Snow Winter gift bags Snowflakes Snowmen Toboggans
Autumn/Fall Leaves Pumpkins Scarecrow Mini corn, squash
Flowers / Spring Flowers Confetti flowers Flower slinky’s (“springs”!) Seeds
Texas/Western Cowboy hats Cowboy boots Jeans Bandanas Wild west – guns Cactus Sheriff badges Wagon wheels
Pool Party
Hollywood
Rock’n’Roll
50’s theme
60’s theme
70’s Disco theme
Safari (Africa)
Movie Night
Week 11 Week 8-10 Week 6-7 Week -5 Week – 4 Week -3 Week – 2 Week -1 Week 0 Week + 1+Nov. 8 Dec 6 Dec. 20 Jan 4 Jan 10 Jan 17 Jan 24 Jan 31 Feb 7 Feb 14
Theme andcommunicationStrategy
Technology“Commercials”& WOW!Sessions (SneakPeeks)
Pilot GroupTraining
Pilot Groupstart testing
Pilot Groupreports/ fixesneeded to bedone – done
Pre-learningfor rest offirm
Hands-onand Democlasses
Deployment Coaching& FloorSupport
On-goingeducationclasses
Have Invitations from leadership instead of IT or training for the WOW! Sessions (i.e., at attorney and staff meeting)
Office 2010 – why are we moving to Office 2010??
Universal ImprovementsWorks better with Exchange 2010 (which we are using now) to better
utilize all the Exchange features –such as Room Reservations, OOO,etc.
All the Office programs use the Ribboninterface now – a unified interfaceand user customization options.
ALL programs have the new Backstageview to perform a lot of the old “FileMenu” (new, open, save, print,program options, file information, recent files, and send the file to anew format)
One Note integration with the other office apps is amazing (i.e., can sendan email to the OneNote note book, including attached files)
Users are now able to customize the ribbon to add their own tabs andcommands. Just as with the Quick Access Toolbar, users can scrollthrough a list of commands and simply click Add, which will addthem to the tab or group of their choice or create a new tab for theirown commonly used commands (see Figure 1).
Improved Track Changes throughout all the applicationsSearch in Outlook is better, and the Conversation view for emails is very
useful and worksEnhanced styles, text formatting and image editing in WordEnhanced formulas and in-cell graphs (sparklines) in ExcelEnhanced video imbedding; and view when giving a PowerPoint; as well
as ability to copy animations in PowerPoint to other items.Outlook add-in resiliency (better stability with add-ins, such as DMS and
Metadata)Outlook 2010 integrates with social media websites (LinkedIn, etc.)Improved PDF conversionPurported to run faster than Office 2007Will not likely upgrade Office again until somewhere between 2015 and
2016
Figure 1. Customizing the ribbon.
Back stage – The big Office button in thetop left has been replaced with a new“File” button allowing users to accessthe “Backstage” of all the differentoptions for what to do with a fileonce it has been edited / completed.This has many of the save and printoptions you will have seen beforealong with some new options. Underprint options you are nowautomatically shown a print preview of the document prior to printing. Thisfeatures a beautiful, full-screen menu containing all the actions that pertain to afile as a whole such as save, open, print and the file's properties. The mostuseful aspect of this view is the improved print view, which combines all thepreviously buried printing and layout options and places them next to a sleekprint preview of your file
Most applications within the Office Suite now have the ability to insert a screenshotor screen clipping from within the application.
PowerPoint, Word and Excel all have new and improved image-editing capabilitieswhere users can apply a variety of artistic effects.
In 2010, users can see some additional SmartArt layouts to choose from, as well asmore options for editing SmartArt, including the ability to convert SmartArt tosimple shapes.
Best of all, creating and controlling gradient stops when formatting the color withinshapes is a lot easier to do than it was in previous versions. Rather than a drop-box controlling the color and position of a stop, users see a more intuitivesliding bar, which gives them a live preview of their gradient as they makechanges.
One final universal addition to the suite is the Paste Preview feature, which allowsusers to see a live preview of what they're pasting before they actually paste it.
Conversational view – Outlook now has a conversational view which groups anyemail conversations you may have had into one item within a folder and it canalso strip out redundant information (such as when an email has gone back andforth several times with the original content being copied and added to eachtime). Added to this is an “Ignore” option which allows a user to opt out offollowing a particular conversation and therefore stop receiving emails about it.
Video and photo editing - Greatly improved in Word and PowerPoint 2010 withmany more options for effects and transitions. Videos can also be edited /cropped within a PowerPoint slide (including brightness and contrast).
Navigation pane – Word now has a navigation pane on the left hand side (much likeyou may have seen in Adobe Reader) which displays thumbnails of eachsection / page. These can be used to drag and drop pages into a different orderor even move specific sections. The search functionality is also greatlyimproved in a document.
Excel spark lines, slicers and PowerPivot – Spark lines allow a tiny graph to beplaced within a cell to show trends in data without the need for a separate chart.Slicers can be used to automatically filter data within a table (adding a handymenu with clickable buttons to your spreadsheets to control what data isdisplayed). PowerPivot is a power tool for analyzing large volumes of dataquickly and easily – you can now have literally millions of rows of data withina single spreadsheet!
Collaboration – Office 2010 allows users to work on the same document at the sametime. Users will be informed who else is editing the document and theirchanges will be highlighted in real time in the document.
Rollout Timeline of Office 2010
Item & Description Prep Needed Done
1. Pre-Rollout (Introduction)Jan
2011A. Prepare Forms links for Word 2010
Trainer/AppSpecialist
B. Prepare learning plans for Pilot Group/ then allTrainer/AppSpecialist
C. Info – meetings (previews of Outlook, Word, Exceland PowerPoint)
PowerPoints prep;
D. Pre-learning opportunities (Microsoft e-learning intro– 2-3 minutes long each) for both O’10
Power Point
E. PREPARATION of IMAGE w/ Rick
2. Pilot Group
A. Choosing and preparing group (CLH & CCS, JSR)Prepare teamJan - Feb
Janthrough
March
2011
B. Training of Pilot Group Nov. 22 Introductions,trainingC. Install of O’10 on their new computers
D. Testing of Use of O’10 with Pilot Group January
E. Analysis of Test with Pilot Group (need list of thingsto check off for the Test)
February & March
F. Re-Test with Pilot Group March
G. Sign off by Pilot Group March 31
3. Training for Everyone
A. Administration Group
Classes to bedone in areasof Outlook,Word, Excel,andPowerPoint
Trainer/AppSpecialist to prep &teach: ExampleSchedule:April 4 – Outlook;April. 5– Word;April 6 and on -Excel &PowerPoint, andreview classes
Aprilthrough
Maythrough
June
B. Attorney – Communicator Group
C. Attorney – Collaborator Group
D. Paralegals
E. Secretaries
4. Roll out!!! AprilandMay
A. Installation of W’7 and O’10 on all computers
B. Floor Support
5. Post-Support and Training May 2011 andon-going
Practice Area #Attorneys #Staff Week ofWater 17 14
Districts 4 6
Litigation 7 9
Corporate 1 1
Real Estate 1 1
Air and Waste 7 8
Employment Law 3 3
Business Services 6 4
Energy and Utility 8 8
Government Relations 3 4
Administration 10 /
Oce, Clerks 10 /
25017-1
November 2009
Monday Tuesday Wednesday Thursday Friday
23 24
Pilot Group Support25
Pilot GroupSupport
Office Closed for26
Thanksgiving
Office Closed27
forThanksgiving
December 2009
Monday Tuesday Wednesday Thursday Friday
NOVEMBER 30
Pilot GroupSupport
8:30 AM-Paralegals Part
1
11:30 AM-Paralegals
Training (Part1)
1:30 PM-Paralegals
Training (Part1)
DECEMBER 1
Pilot GroupSupport
8:30 AM-Paralegals Part 2
10:00 AM-Paralegals Part 2
11:30 AM-Secretaries
Training (Part 1)
1:30 PM-Secretaries
Training (Part 1)
3:00 PM-Secretaries
Training (Part 1)
DECEMBER 2
Pilot GroupSupport
8:30 AM-Secretaries Part 2
11:30 AM-Attorney Training
(Part 1)
1:30 PM-Secretaries Part 2
3:00 PM-AttorneyTraining (Part 1)
DECEMBER 3
Pilot GroupSupport
8:30 AM-Attorney
Training (Part 1)
11:30 AM-Secretaries
Part 2
1:30 PM-Attorneys Part 2
3:00 PM-Attorney (Part
1)
DECEMBER 4
Pilot GroupSupport
8:30 AM-Attorneys Part
2
11:30 AM-Attorneys Part
2
7
8:30 AM-Attorneys Part
2
11:30 AM-Attorneys Part
2
1:30 PM-Anyone Part 2
8 9
Rollout for wholeOffice Begins
Floor Support
10
Floor Support
11
Floor Support
14
Floor Support15
Floor Support16
Floor Support17
Floor Support18
Floor Support21
Floor Support22
Floor Support23
Floor SupportOffice Closed 24
For ChristmasOffice Closed
25For Christmas
28
Floor Support29
Floor Support30
Floor SupportNew Year's Eve 31Trainer - vacation
New Year’s Jan.1Day Office Closed
Traveling Coaches Rollout Kit Office 2010
Better way of learning is a continuum of learning events….. see this black arrow line
2-3-4 months pre rollout– marketing strategy –WHY are we going toanother Officeprogram??
To win support of users(after managementapproval)….. lessresistance later on whenwe get it
Advertise some of the emotional benefits of the new Office 2010 over what we are using today
WOW! Sessions opportunities to present to users very specific reasons to move
Learning Plans
Can do Pre-learning to catch some of the ideas NOT to learn, but to acquaint users with specific itemsbefore they go to classroom
Formal learning set up for you…..reference cards
Deployment then to Coaching and Floor Support
