Sure Step 2010 User Guide

Microsoft Dynamics® Sure Step 2010 User Guide

This document is for information purposes only.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS

DOCUMENT.

© 2010 Microsoft Corporation. All rights reserved.

Microsoft, and The Microsoft Dynamics Logo, are registered trademarks of Microsoft Corporation in the United States

and/or other countries.

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Table of Contents

Table of Contents

TABLE OF CONTENTS ..................................................................................................................................................1

INTRODUCTION .........................................................................................................................................................5

HISTORY AND FUTURE DIRECTIONS ............................................................................................................................................. 7

FOCUS ................................................................................................................................................................................... 7

WHAT IS SURE STEP? ............................................................................................................................................................... 7

OVERALL BENEFITS OF MICROSOFT DYNAMICS SURE STEP: ............................................................................................................. 8

THE SURE STEP METHODOLOGY ................................................................................................................................................. 8

LANGUAGE SUPPORT ................................................................................................................................................................ 9

SURE STEP 2010 HIGHLIGHTS ................................................................................................................................................... 9

SUPPORT AND FEEDBACK ........................................................................................................................................................ 10

ISV RELATED SURE STEP TOOLS ............................................................................................................................................... 11

SYSTEM REQUIREMENTS AND INSTALLATION ........................................................................................................... 12

SYSTEM REQUIREMENTS ......................................................................................................................................................... 12

INSTALLATION ....................................................................................................................................................................... 13

INSTALLATION OPTIONS .......................................................................................................................................................... 13

Installation Instructions ................................................................................................................................................ 13

INSTALLATION WITH VERSION 1 OF SURE STEP STILL INSTALLED ..................................................................................................... 13

GETTING STARTED TUTORIAL ................................................................................................................................... 14

OPEN SURE STEP ................................................................................................................................................................... 14

SET PRODUCT TYPE AND PRODUCT FILTERS ................................................................................................................................ 14

EXPLORE THE SURE STEP METHODOLOGY REFERENCE .................................................................................................................. 15

EXPLORE THE METHODOLOGY DOCUMENTS VIEW ...................................................................................................................... 18

SURE STEP METHODOLOGY TAB ............................................................................................................................... 22

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BASIC STRUCTURE OF MICROSOFT DYNAMICS SURE STEP ............................................................................................................. 22

SOLUTIONS ........................................................................................................................................................................... 23

PROJECT TYPES ..................................................................................................................................................................... 23

SURE STEP METHODOLOGY VIEW ............................................................................................................................................. 24

Reference View .............................................................................................................................................................. 24

DOCUMENTS VIEW ................................................................................................................................................................ 27

USER CONTROLS: .................................................................................................................................................................. 31

View Sure Step content in full-page mode: ................................................................................................................... 31

View Document Details for a single phase: ................................................................................................................... 31

View the owner for each deliverable: ........................................................................................................................... 31

PROJECTS TAB .......................................................................................................................................................... 33

PROJECT LIST ........................................................................................................................................................................ 34

SURE STEP PROJECT CREATION ................................................................................................................................................ 35

CREATING A SHAREPOINT-BASED PROJECT ................................................................................................................................ 40

URL Verification:............................................................................................................................................................ 40

SharePoint Template Verification ................................................................................................................................. 41

SharePoint Template Setup for SharePoint 2010 .......................................................................................................... 41

Finalizing Project Site Creation...................................................................................................................................... 42

SURE STEP PROJECT MANAGEMENT ......................................................................................................................................... 46

Management of the Local Sure Step Projects ............................................................................................................... 46

Edit Sure Step Project Properties ................................................................................................................................... 48

Add, Remove, and Reposition Project Documents ........................................................................................................ 48

Create (Clone) a Sure Step Project Based on an Existing Project .................................................................................. 49

Package Your Project by Using Zip and Save ................................................................................................................ 50

PROJECT DOCUMENTS VIEW ................................................................................................................................................... 51

ADMINISTRATION OF SHAREPOINT-BASED SURE STEP PROJECTS .................................................................................................... 51

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User permissions ........................................................................................................................................................... 51

Top link bar.................................................................................................................................................................... 51

Project Members list ..................................................................................................................................................... 51

Document Completion Workflow .................................................................................................................................. 52

Workflow setup ............................................................................................................................................................. 52

Using the workflow ....................................................................................................................................................... 52

CONTENT OF THE SHAREPOINT-BASED SURE STEP PROJECT SITES .................................................................................................. 53

Sure Step Documents document library ........................................................................................................................ 53

Shared Documents document library ............................................................................................................................ 53

Announcements list ....................................................................................................................................................... 53

Calendar list .................................................................................................................................................................. 54

Tasks list ........................................................................................................................................................................ 54

Project Information list ................................................................................................................................................. 54

Project Members list ..................................................................................................................................................... 54

Resources Links list ........................................................................................................................................................ 54

CHANGE PROJECT REPOSITORIES .............................................................................................................................................. 54

IMPORT AN ARCHIVED PROJECT INTO A REPOSITORY ................................................................................................................... 55

COMMON TASKS ................................................................................................................................................................... 55

Using the Logo Wizard to Put Your Company’s Logo and Project Information in Sure Step Deliverables .................... 55

How to Share Project Deliverables with Clients ............................................................................................................ 56

How to Work From a Shared Project Repository for Your Team ................................................................................... 56

How to incorporate your V1 customizations into the new version of Sure Step projects ............................................. 57

Using SharePoint to Share Documents and Collaborate on Projects (without the Sure Step Project Site Template) ... 58

On Windows 7 and Windows Vista: .............................................................................................................................. 58

On Windows XP: ............................................................................................................................................................ 58

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RESOURCES TAB ....................................................................................................................................................... 62

PREFERENCES TAB .................................................................................................................................................... 63

UPDATING SURE STEP ............................................................................................................................................................ 64

SWITCHING BETWEEN LANGUAGES ........................................................................................................................................... 65

SEARCH TAB............................................................................................................................................................. 66

SEARCH SURE STEP CORE CONTENT AND PROJECT FILES............................................................................................................... 66

TROUBLESHOOTING AND SUPPORT .......................................................................................................................... 70

MAKING SHAREPOINT SITE PUBLIC ........................................................................................................................... 71

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Introduction Welcome to the Microsoft Dynamics® Sure Step User Guide. This guide provides an overview for using the Sure Step tool.

Information in this guide will help you to start using Sure Step, understand its features, and get the most benefit from

the program and tool. Additionally, Sure Step Methodology Training Materials and other resources are available on

PartnerSource.

The Microsoft Dynamics Sure Step tool enables you to:

View the Sure Step methodology, including tools and templates.

Create and manage editable customer projects based on the Sure Step deliverables.

Link to online marketing, training, and other resources on PartnerSource.

Get content and tool updates.

Note: Learn more about the Microsoft Dynamics Sure Step program, its methodology, and benefits by visiting the Sure

Step Overview on PartnerSource.

http://go.microsoft.com/fwlink/?LinkID=157763&clcid=0x409


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Microsoft Dynamics Sure Step example screen illustration

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History and Future Directions The original version of Sure Step was launched in March 2007. Since then, the Microsoft vision for the Sure Step

program has remained consistent:

To deliver an ever-evolving, world-class methodology to partners for Microsoft Dynamics customer

engagements.

To help partners take advantage of the latest best practices, new tools developed by Microsoft Dynamics

product teams, and changes in Microsoft Dynamics software.

To help partners achieve high customer satisfaction, increase channel productivity, and improve profits.

Sure Step can help partners increase successful implementations, decrease employee ramp-up time, and improve

revenue by closing more customer deals. Partners who fully adopt and embrace Sure Step will be better able to perform

customer implementations on time, on budget, and on spec.

As products in the Microsoft Dynamics family provide updates to its customers, the Sure Step tool will also be updated

to provide guidance aligned to assisting with new feature implementation and upgrade processes.

Focus Microsoft Dynamics Sure Step is focused on enabling Microsoft Dynamics partners to achieve successful

implementations in the mid-market space (though its functionality could be used in the small and high-end segments.)

The Sure Step implementation methodology can be customized by partners by adding templates to address specific

customer needs.

What Is Sure Step? The Microsoft Dynamics Sure Step Methodology is a comprehensive customer engagement methodology describing the

processes and disciplines necessary to implement Microsoft Dynamics products.

The methodology covers the following products:

Microsoft Dynamics AX

Microsoft Dynamics GP

Microsoft Dynamics NAV

Microsoft Dynamics SL

Microsoft Dynamics CRM

Microsoft Dynamics CRM Online

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Because implementations have many similarities across these products, Sure Step has been structured as a general

methodology with a product-specific layer for each product. The general content consists primarily of prescriptive

phase-by-phase and activity-by-activity descriptions for completing an implementation, and also includes information on

the Project Management discipline. The product-specific content is represented by tools and templates as well as

hyperlinks to materials that can be found outside of the tool.

Overall benefits of Microsoft Dynamics Sure Step: A consistent methodology, project management tools and advice, and field-tested best practices—all within

user-friendly tools—that enable partners to more efficiently deploy, migrate to, configure, and upgrade

Microsoft Dynamics solutions.

Drives partner productivity by providing a consistent approach and a standard set of tools and templates that

help ensure customers’ projects are completed efficiently, adding immediate business value, which promotes

high customer satisfaction.

Helps partners to work more easily with other partners—as well as with Microsoft Consultants, when

appropriate—on large, multi-site, or multi-region implementations. It also helps partners work more efficiently

with independent software vendors (ISVs) who provide third-party solutions or expertise.

Assurance that you are using the same approach as others involved in the project to drive toward a successful

customer implementation.

The Sure Step Methodology The Sure Step methodology includes the following resources:

Methodology content. A flow of implementation activities that lead from the initial business diagnosis through

implementation and handoff to operations.

Tools and templates. Sample documents and document structures to help guide the project activity and system

configuration.

The Sure Step application. A presentation interface for the Sure Step methodology that helps you to navigate

and apply the methodology and adapt it to your unique requirements.

Community resources. Links to other resources available in the Microsoft Dynamics community.

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Language Support

Translations for Customer Facing Deliverables, various methodology pages and a restricted set of products (based on

product availability in a country) are available for download from PartnerSource. (Customer Facing Deliverables are

those tools and templates which are designed for use in front of the customer.) The following Language Packs are

available in the following languages:

Chinese - simplified (full translation of CRM and AX for Standard projects, including the Project Management Library.)

Danish (Customer Facing Deliverables of AX, NAV and CRM)

French (Customer Facing Deliverables of AX, NAV and CRM and limited Methodology pages)

German (Customer Facing Deliverables of AX, NAV and CRM and limited Methodology pages)

Japanese (Customer Facing Deliverables as of July 2008, now compatible with Sure Step 2010)

Portuguese (Brazil) (Full translation of methodology and templates for AX and CRM)

Russian (Customer Facing Deliverables of AX, NAV and CRM and limited Methodology pages)

Spanish (Customer Facing Deliverables of AX, NAV and CRM and limited Methodology pages)

Turkish (Partner selected translations for AX and NAV)

Sure Step 2010 Highlights New features and content in the first release of Sure Step 2010 included the following:

Agile project types, which will allow for more complex customization projects to be managed.

Industry-specific content, including guidance for:

o Process Manufacturing (via Microsoft Dynamics AX)

o Public Sector (via Microsoft Dynamics CRM). Guidance also is now available for a

Cross-industry solution for xRM-based development projects using Microsoft Dynamics CRM.

Microsoft Share Point site project creation, , providing a true collaboration platform for your implementation projects.

Organizational Change Management guidance throughout Sure Step to help you help customers with new system

adaptation in any engagement.

Diagnostic and Optimization projects, with a full complement of guidance:

o Microsoft Solution Selling Process (MSSP) and the Unleash Your Potential campaign are now aligned

through diagnostic tools.

o Microsoft Service offerings and proactive post Go-Live offerings are enhanced as part of Optimization

offerings.

o Ability to create projects dedicated to the sales process (diagnostics) and optimization projects.

ISV Guidance and Sure Step templates, allowing ISVs to create Sure Step compatible tools.

Restructuring of project guidance to bring consistency in activity numbering across project types.

https://mbs.microsoft.com/partnersource/communities/marketing/resources/marketingcreativeresources/MSD_SureStepLangPackDwnld

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The Sure Step 2010 Content Pack 1 (CP1) update included these additions to content:

GP 2010 updates, now with guidance on Project Accounting, Business Intelligence reporting, upgrade questionnaires and links to the business process flows.

Management Reporter questionnaire applicable to all ERP solutions.

Service Industry-specific content for AX, including guidance for: o Professional Services, included Legal Services and Government Contractors o Advertising o Architecture, Engineering and Construction

AX Process Flows added for Human Resources, Quality and Master Planning.

NAV Process Flows, Go Live List and Upgrade Questionnaires updated.

CRM Customer Care Accelerator with fact sheets, presentations, questionnaire with fit analysis and architecture assessment.

Microsoft SharePoint 2010 site project creation, enhanced to allow sub-site creation.

File Naming Conventions have been modified. Sure Step projects in prior versions contained files with a coding that did not identify the name of a document. Filenames now begin with the Sure Step activity number to which the template is commonly associated along with the name of the document and product designation if applicable.

o Example: v2_1.3.1_en_All_AX_T16.vsd has been changed to: 1.3.1_Accounts Payable Business Process Flow_AX.vsd.

The following modifications were made for CP1:

AX 4.0 templates were archived and moved to PartnerSource (links inside of Sure Step.)

AX and CRM Estimator Tools were moved to PartnerSource (links inside of Sure Step.)

Detailed Business Process Analysis Workshop was removed due to irrelevancy.

Support and Feedback Support of the Sure Step tool is managed through the Microsoft Dynamics community forums. This should be your first

avenue for supporting your Sure Step installation and usage questions. You can share information with other partners

and gain direct support from the Sure Step Support team by accessing the online Sure Step Forums.

Microsoft is constantly working to improve Sure Step and will provide updates on a regular basis. But we need your help.

Please let us know how we can improve the program by using the Give Feedback link in the lower right corner of the

tool. You will be presented with the following form, which will be e-mailed to us when you submit it.

http://go.microsoft.com/fwlink/?LinkId=179481

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ISV Related Sure Step Tools ISV solutions are available for Sure Step and ISVs are welcome to create solutions to enhance usage of Sure Step.

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System Requirements and Installation

System Requirements

Supported Operating Systems

Microsoft Windows 7

Microsoft Windows Vista

Microsoft Windows Vista SP1

Microsoft Windows XP SP2 or later

Windows Desktop Search

The Windows Desktop Search tool is included in Windows Vista and Windows 7. For Windows XP, you can download

the tool at Windows Desktop Search.

Microsoft Office 2007 or Microsoft Office 2010

Sure Step includes advanced filtering features, which are based on the new Office format.

Microsoft .NET Framework

Sure Step requires the Microsoft .NET Framework 3.5 SP1. Note that the February 2009 release of Windows Update

distributes the .NET 3.5 SP1 with “High importance”, which means most systems will have this installed

automatically. For additional information, go to http://support.microsoft.com/kb/894199.

SharePoint

To use the Share Point project creation feature:

Windows SharePoint Services 3.0

Microsoft Office SharePoint Server 2007

Microsoft SharePoint Foundation 2010

Microsoft SharePoint Server 2010


http://office.microsoft.com/en-us/products/default.aspx?ofcresset=1

http://support.microsoft.com/kb/894199

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Hardware

The Sure Step Client and the content require approximately 350 MB disk space. During installation, you need

at least 1 GB of disk space. Additionally, each Sure Step project you create requires approximately 110 MB.

For the best viewing experience, you should have a graphic resolution of at least 1024x768 pixels with 24bit

color depth.

Recommended: 2GB RAM or greater.

Installation

Detailed installation instructions can be found on PartnerSource.

Installation Options If Sure Step 2.0 or later is installed you can install the latest versions of Sure Step automatically from within Sure Step by

going to the Preferences tab and clicking on ‘Check Updates’.

You can also install the latest version from PartnerSource based on the Installation Instructions provided on this page.

Installation Instructions

1. Ensure Microsoft .NET Framework 3.5 Service Pack 1 is installed 2. Go to PartnerSource > Partner Essentials > Sure Step 3. Click the Download and Install Sure Step 2010.

4. Select the Install Microsoft Dynamics Sure Step 2010 on the right to access the Installation page and run the installer.

The file is large (~350 MB), so plan accordingly. 5. OPTIONAL: Download Language Packs.

Installation with Version 1 of Sure Step Still Installed Installing the new version of Sure Step will not remove Version 1 or change it in any way. If you do not have

Version 1 customizations that you wish to migrate to this updated version of Sure Step, it is recommended you

remove Version 1 before installing Sure Step 2010.

To remove Version 1 in Windows Vista:

1. From the Start Menu, click Control Panel.

2. Under Programs, click Uninstall a program.

3. Click Microsoft Dynamics Sure Step Methodology, click Uninstall, and follow the instructions.



https://mbs.microsoft.com/partnersource/communities/marketing/resources/marketingcreativeresources/MSD_SureStepLangPackDwnld

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Also see How to incorporate your V1 customizations into the new version of Sure Step projects in the “Sure Step

Projects” section of this guide.

Getting Started Tutorial

This section will give you step-by-step guidance on using the Sure Step tool by providing examples of scenarios using

the Rapid project type for Microsoft Dynamics CRM implementations. The examples build upon each other, so it is

recommended that you go through the activities in this section from start to finish.

Note: PartnerSource should be your primary resource for training and other resources for mastering Sure Step. You’ll

find Sure Step FAQs that can assist in troubleshooting, plus other information about Sure Step.

Open Sure Step 1. Click the Start button, and then point to All Programs.

2. Click the Microsoft Dynamics Sure Step folder icon, and then click Microsoft Dynamics Sure Step.

Set Product Type and Product Filters

1. In Sure Step, click the Sure Step Methodology tab, if necessary.

2. Leave the Solution set to General.

3. Click the Product box and select CRM.

4. Click the Project Type box and select Rapid.


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The Methodology tab will display information pertaining to Rapid implementation of Microsoft Dynamics CRM

projects.

Explore the Sure Step Methodology Reference

1. Under Table of Contents, click the Diagnostic Phase arrow, Decision Accelerator Offerings, and then click

Requirements and Process Review.

Your screen should look like the following image.

Notice the navigation element just below the tabs near the top of the window. This can help you keep track of your

location in the tool.

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Also notice that the content sections can be collapsed or expanded.

2. Review the documents in the Tools, Templates and Links section.

There are several Office documents associated with this phase. You can open and review them in read-only mode.

Later, you will learn how to create editable versions by creating Sure Step Projects.

3. Review the Sure Step Methodology section in the middle right part of the page.

This section contains the activity guidance for this step. Note that, at the top of the section, there are buttons for

reading the guidance in a larger window and for printing the guidance.

4. Click the View this page in Reading Window button to view the activity in full-screen mode.

Notice the various sections of the activity guidance, including the Purpose, Description, Pre-Conditions, and Diagram.

Most Sure Step activity guidance follows this format.

5. In the Reading Window, scroll down to the Diagram section and click the Expand navigation frame button in the

top-left corner of the diagram.

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This opens the Pan and Zoom control. The control lets you enlarge or shrink the display of the diagram. If the diagram

display is larger than the available area, you can click the diagram and use the IntelliMouse pointing device wheel to

move up and down in the diagram; you also can use the keyboard arrow keys to pan up and down or right and left.

There are many detailed process flow diagrams in which panning and zooming are important.

6. Close the Reading Window.

7. At the top of the Sure Step Methodology section, note the Print current page button that allows you to print this

activity guidance.

8. Review the Roles section in the bottom-right part of the window. In the Owner box, click Consulting – Project

Manager.

The Project Manager role guidance is displayed in the Sure Step Methodology section.

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9. Use the “back arrow” to return to the previous page.

The arrows let you move back and forth through the content you have chosen in the current tab.

10. To copy text that appears in Sure Step, use the mouse to select the desired text, right-click the selected text, and

click Copy.

Note: Keyboard shortcuts for copy and paste are not supported.

Explore the Methodology Documents View

1. Click the Documents tab.

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Your screen should look like following image.

This window provides a documents-only view of the Sure Step methodology, by phase. You can open and review these

documents in read-only mode. Later in this guide you will learn how to create editable versions by creating Sure Step

Projects.

Notice that the filter fields at the top right of the window are still set to the values you chose in the previous steps:

Solution = General, Product = CRM, Project Type = Rapid.

Notice that the View Options filter can be changed between All Documents and Customer Facing Deliverables. Customer

Facing Deliverables are documents that would be shared with or presented to the customer during the engagement.

2) Set the View Options filter to Customer Facing Deliverables.

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Notice that fewer documents are listed in the window.

3) Click the Analysis phase button.

A detailed view of Analysis phase documents is displayed. The columns can be sorted, and the widths can be adjusted.

4) Click the Owner column to see the deliverables sorted by owner.

5) Click Show All Phases to return to the All Phases document view.

6) In the Design phase column, right-click Solution Design Document and select Locate Content in Sure Step.

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The document is listed in the Tools, Templates and Links section. You can open the document by double-clicking it in the

list. After you open a tool, template, or link, you can edit and print it as you would any other document.

Be sure any document you wish to print is set to match your local printing preferences. Because Sure Step is an

international tool, you may find that a document's default page size (such as Letter or A4) is not your local standard. You

should check the page size, modify it if necessary, and then review the document's appearance before printing.

To return to your default repository, from the Preferences tab, click Reset to Default Values.

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Sure Step Methodology Tab

Basic Structure of Microsoft Dynamics Sure Step

Microsoft Dynamics Sure Step is designed to provide you with multiple ways to organize and view its content To

customize your view based on these filters, make a selection by using the filter in the upper right part of the tool

window:

Solutions. Vertical and Cross-Industry solutions supported by Sure Step are listed. Current selections are Process

Industries (for Dynamics AX), Public Sector (for Dynamics CRM) and XRM (CRM as a development platform.)

Project types. The implementation of a Microsoft Dynamics product can be done in various ways, which are

defined within Sure Step as project types. These types are Standard, Enterprise, Rapid, Upgrade, and Agile. Each

of these has unique project flows and activities, which can be used to select a way of viewing the Sure Step

content.

Products. The Microsoft Dynamics product family consists of six products. As with project types, these have

unique tools to support their implementation.

Additionally, methodology content can be viewed by using the navigation tools in the Table of Contents and in

the Documents view.

Phases. The six phases of an implementation are Diagnostic, Analysis, Design, Development, Deployment, and

Operation. The documents associated with each phase can be listed separately, enabling you to focus on the

work involved in a particular phase. For more on this, see the Documents View section.

Cross-phase processes. While Sure Step presents its activities in a standard, generally sequential way, Sure Step

has also been defined with the activities organized by the type of work encompassed, such as Project

Management, Training, and Quality and Testing. You can follow the activities in these cross-phase processes

from the project's beginning to end. To do this, go to "Cross Phase Processes" in the left navigation and browse

from there.

Some content in Sure Step is relevant to a specific release of a Microsoft Dynamics product. Document labels or

descriptions that designate a product family (like “AX”) indicate that the document is either relevant for the most

recent release of that product, or that the product version is not meaningful for that document. A document relevant

to an earlier product version will have the version number indicated in the document label or description.

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Solutions Microsoft Dynamics solutions have been implemented in numerous industries. Some of our product lines are putting

forward specific sales and implementation tools, allowing greater focus and depth in providing solutions that will meet

the needs of customers in those vertical spaces. The first vertical industry solutions introduced to Sure Step are Process

Industries for Dynamics AX and Public Sector for Dynamics CRM.

Specific implementation guidance on cross-industry solutions is also available. You will find an option for XRM in the

drop-down list.

Additional guidance on these industry solutions can be found in the Diagnostic Preparation area under “Industry/Vertical

Solutions” and “Cross Industry/Horizontal Solutions.”

Project Types

Microsoft Dynamics Sure Step presents five different ways to approach the implementation of a Microsoft Dynamics

product. These are defined as project types; they are Enterprise, Standard, Rapid, Upgrade, and Agile.

A project type should be selected based on the characteristics of the client situation. For a large implementation with

multiple client sites and a large number of users, it’s usually best to use the Enterprise project type. Agile represents a

flexible and collaborative approach for single site implementations requiring specific features and moderate-to-complex

customizations. For a smaller implementation with little to no need for customization, you might choose to use the

Rapid project type. You can choose the Upgrade project type for clients who already use a Microsoft Dynamics product.

The Sure Step activities are organized by project type. Within each project type, the activities are presented sequentially

by project phase. The primary view of Sure Step activities is found by selecting the Sure Step Methodology tab (at the

top of the screen), and the Reference tab below it.

If you’re uncertain of the project type to use, review the “Guidance on Project Type Selection” in the Additional

Resources section.

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Sure Step Methodology View

Sure Step includes a Reference view and a Documents view of the methodology. This is designed to help you

navigate the process by using the view most useful for you at any given step.

Reference View

The Reference view (Sure Step Methodology > Reference View) provides you with a view of the methodology guide.

The following key features are included (left to right, top to bottom):

Solution, Product, and Project Type filters.

Forward & Back Buttons. These provide a browser-like experience across hyperlinked content.

Breadcrumb navigation. This provides improved navigation within the tool.

Collapsible Window Sections. These enable users to maximize a content viewing area.

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Methodology View—Controls

Forward and

Backward

arrows

Collapsible

Sections

Feedback and

Contact Us

Print and

Reading

Window Icons

Solution,

Product and

Project Filters

Full Text

Search

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Methodology View—Methodology Sections

Tools &

Templates

Section

Activity Details

Links to Owner &

Participant Roles

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Documents View

The Documents view (Sure Step Methodology > Documents View) provides users with a documents-centric view of

the Sure Step methodology across phases. You can open documents in read-only mode from this view. To learn how

to display editable copies of these documents, see the Sure Step Projects section.

Tools and

Templates

Section

Activity

Details

Links to Owner

and Participant

Roles

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Sure Step Methodology—Documents

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Key features in this window include the following:

Deliverables filter. Use this to switch between “Customer Facing Deliverables” and “All Documents.”

Customer-facing deliverables are those that are most likely to be presented to a client in various stages of the

project. As such, you may wish to concentrate on this subset of documents, and to consider other documents

as optional unless needed to support the development of the customer-facing deliverables.

Locate Content in Sure Step. By right-clicking a document and choosing Locate Content in Sure Step, users

switch to the Sure Step methodology activity related to the document. Try it!

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Single-phase documents view. By clicking a single phase within the Documents View, you are taken to a

more detailed view of the documents for that phase. The view includes sortable columns for Title,

Description, Owner, and participant roles.

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User Controls:

View Sure Step content in full-page mode:

Click the Reading Window icon (circled in red in the following illustration) to see a full-page view of Sure Step

content

View Document Details for a single phase:

In the Methodology Documents View or Projects Documents View, click a phase to see document details in sortable

columns.

View the owner for each deliverable:

Both the Sure Step methodology and projects provide a documents view that includes owners in a sortable column:

1. Click the Sure Step Methodology tab.

2. Click the Documents sub-tab.

3. Click a Phase button (such as Analysis).

4. Sort by clicking on the Owner column.

Note: You can also view deliverable owners in a similar manner from “Projects.”

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Sorting on Deliverable Owner within the Documents view

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Projects Tab Projects are groups of partner-editable Sure Step Documents. Microsoft Dynamics Sure Step provides two modes of Sure

Step projects—local projects and SharePoint-based projects. The details of each and their creation will be explained

below.

Key things to know about projects include:

Each project created must be set for a specific Sure Step Project Type and a specific Microsoft Dynamics

Product and Solution. New projects contain editable copies of all Sure Step documents applicable to these

criteria.

Projects are editable. You can customize them to leverage your own best practices or to make them

customer- or solution-specific. You can do this by using the following methods:

o Adding new documents (and removing unneeded ones)

o Editing Sure Step documents

o Automatically adding your logo to deliverables

Projects can be copied, or “cloned.”

There is no limit to the number of projects you can create. The system is designed so that a new project

should be initiated for each customer engagement. Note, however, that storage space can be a factor; a

single project can be more than 120 MB.

Within the tool, you can access project documents through a Documents View—similar to that used in the

Methodology Documents View—that includes both single- and multi-phase views. For SharePoint-based

projects, the tool provides a link to the Sure Step Project site, and the familiar SharePoint user interface can

be used for project document access.

Projects are portable. The Zip & Save feature enables you to compress files into a single-file format that can

be imported into another Sure Step instance.

After you've created a project, you can also use Windows Explorer to access and manipulate your project

documents. This includes creating subfolders. As long as the subfolders are within your project's Documents

folder, the contained documents will remain visible in the Projects view.

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Sample:

Note that in SharePoint-based projects, the Windows file system user interface can be accessed by choosing the

Windows Explorer view from the SharePoint document library list of views.

Project List

The Project List (shown below) provides a sortable list view of Sure Step projects in a given repository. Repositories

are project directories that you set up on the Preferences tab. You can have any number of repositories.

From the project list you can:

Sort by name, Project Type, etc.

Create new projects.

Delete projects.

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Zip and Save projects and import projects.

Check for Updates.

To access the list of created Sure Step projects, click the Projects tab and then choose the Project List tab.

Sure Step Project Creation As previously mentioned, there are two options for creating Sure Step Projects, local and SharePoint. Both are initiated

using the Sure Step Project Creation Wizard. To create a new Sure Step project, please perform the following steps:

1. In the Microsoft Dynamics Sure Step main window, click the Projects tab.

2. Click Project List, and then click Create New Project.

This will start the Sure Step Project Creation Wizard.

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3. On the Sure Step Project Creation Wizard welcome page, click Next.

4. On the “Add new project data” window, choose a Solution, Product, and Engagement Type. Type your project

name and optionally fill in the rest of the fields. Click Next to continue.

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5. If you chose an “Implementation” engagement, you will make your Project Type selection. If you chose a

Diagnostics or Optimization offering – this next step will offer choices on the various elements available for

those types of engagements. These choices mirror the methodology map found in the Sure Step Methodology.

Make your selection and click Next to continue.

6. Select Local project or SharePoint-based project, and click Next.

Choosing “Local project” will create a project in the document repository indicated on the Preferences tab. (This

may be your local machine; it could also be a shared network drive.) copy the required documents to the project

repository on the local machine. Choosing “SharePoint-based project” will create a project on a SharePoint

Project site and store the project documents in one of the site’s document libraries.

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7. If you chose to create a Local project in Step 6, in the resulting “Ready to create project” window, click Next to

create the project on the local machine.

The window will show the progress toward creating the project.

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The last window of the wizard confirms that the creation has been successful, or informs you if an error has occurred.

Clicking Finish closes the wizard and opens the Project Properties tab in the main Microsoft Dynamics Sure Step window.

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Creating a SharePoint-Based Project If you chose to create a SharePoint-based project in Step 6, in the “Site Collection and Authentication Setup” window

will appear. Enter the SharePoint Site Collection URL where you want the project to be created, and click Verify.

The system will verify whether the SharePoint site URL is valid and whether you have sufficient permissions for creating

a project on that site. Additionally, verification that the necessary SharePoint Sure Step project site template is present

at the server will occur.

URL Verification:

You will be notified if the site URL value is not properly formatted, or if the URL is invalid, or if you do not have the

necessary level of permissions to create a SharePoint site. (The verification is based on the user currently logged on to

the computer. The necessary level of permissions is Full Control.) If you do not have the necessary level of permissions,

you will be prompted to provide different credential information.

Creating Sure Step Projects on SharePoint 2010 allows additional functionality to create the project site under another

site. This allows for the opportunity to manage a group of projects under a parent site rather than all of the project sites

being a child of the top-level site. For example, the top-level site may be http://DynamicsSureStep/ and the following

examples showed the granular control of managing projects using Sure Step 2010 and SharePoint 2010:

http://DynamicsSureStep/DynamicsGPProject

http://DynamicsSureStep/DynamicsAXProject

http://DynamicsSureStep/DynamicsAXProject/DiagnosticPhaseProject

http://dynamicssurestep/

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http://DynamicsSureStep/MyDynamicsGPProjects/Contoso/DiagnosticPhaseProject

http://DynamicsSureStep/MyDynamicsGPProjects/Contoso/ImplementationProject

http://DynamicsSureStep/MyDynamicsGPProjects/Contoso/OptimizationOfferingProject

SharePoint Template Verification

If the site template is not present and if the server is running Windows SharePoint Services 3.0 or SharePoint Office

Server 2007, the site template will be uploaded to the appropriate location. If the site template is not present and if the

server is running SharePoint Foundation 2010 or SharePoint Server 2010, the user will be required to set up the site

template manually.

SharePoint Template Setup for SharePoint 2010

In order to create Sure Step projects on SharePoint Foundation 2010 or SharePoint Server 2010 it is necessary to

perform the following steps on the SharePoint 2010 web server.

1. Copy the Sure Step Project Site Template.wsp to the SharePoint 2010 web server

a. Copy the Sure Step Project Site Template.wsp file from C:\Program Files (x86)\Microsoft

Dynamics\Microsoft Dynamics Sure Step\SharePoint Templates\ to the SharePoint 2010 web server

Note: The suggested location on the SharePoint 2010 web server to copy the Sure Step

Project Site Template.wsp file is C:\Program Files\Common Files\Microsoft Shared\Web

Server Extensions\14\BIN\

2. Add the Sure Step Project Site Template.wsp to the SharePoint 2010 Farm

a. On the SharePoint 2010 web server start a Command Prompt with Administrator permissions by

performing the following steps

i. Start > Search for ‘Command Prompt’

ii. Right Click on the Command Prompt program and select ‘Run as Administrator’

iii. In the Command window navigate to the location of the SharePoint stsadm.exe

1. Type: cd C:\Program Files\Common Files\Microsoft Shared\Web Server

Extensions\14\BIN

2. Hit Enter

3. Type: stsadm.exe -o addsolution –filename Sure Step Project Site Template.wsp

3. Deploy the Sure Step Project Site Template.wsp to the SharePoint 2010 Farm

a. Open the SharePoint 2010 Central Administration

b. Click System Settings

c. Click Manage farm solutions to open the Solution Management list

d. Click the sure step project site template.wsp

e. Click Deploy Solution

i. Confirm to start deploying.

f. Once the solution is deployed you will be returned to the Solution Management list. The status

of the sure step project site template.wsp should be Deployed. If the status is not deployed it

may be because in a large SharePoint 2010 Farm it may take a few minutes to deploy the

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solution to each server in the farm. Refresh the page occasionally to see whether the process is

finished.

4. Activate the Sure Step Project Site Template feature on each SharePoint Site Collection that will contain

Sure Step Projects

a. For each SharePoint site collection that will have Sure Step Projects created on it perform the

following steps

i. Navigate to the top site of the SharePoint site collection (Example: http://localhost <OR>

http://localhost/sites/SureStepProjects)

ii. Click Site Actions > Site Settings

iii. Under the Site Collection Administration heading, click the Site Collection Features link

1. If you don’t see the Site Collection Administration group or Site Collection

Features link, you’re not a site collection administrator or you are not positioned

at the top site of the site collection. See instructions above for navigating to the

top site of the site collection.

iv. Click Activate for the Sure Step Project Site Template feature

5. Verify the Sure Step Project Site by perform a quick test to verify that the Sure Step Project Site template

is available

a. Navigate to the top site of the SharePoint site collection

b. Click Site Actions > New Site

c. Verify the Sure Step Project Site is available

Finalizing Project Site Creation

When the system successfully verifies your information, click Next.

Once there are no errors, clicking the button Next takes the user to the Next page of the Project Creation wizard.

http://localhost/

http://localhost/sites/SureStepProjects

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1. On the Project Site URL page, enter the name of the Sure Step Project site that you want to create and click

Next. The wizard offers the site name automatically, based on the project name provided in the second step of

the wizard. You can accept this name or type something else.

2. On the “Ready to create new project” window, click Next to initiate the project creation process.

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The window will show the progress toward creating the project. You will see information regarding both the site and the

content being added.

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The last window of the wizard confirms that the creation has been successful, or informs you if an error has occurred.

If the project has been successfully created, the window will display the URL of the new project. Clicking the URL opens

your new SharePoint project site. Clicking Finish closes the wizard and returns you to Microsoft Dynamics Sure Step.

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Sure Step Project Management Sure Step Project usage and management varies slightly between the projects created using Local project mode and the

ones created using SharePoint-based mode.

Management of the Local Sure Step Projects

1. To open Sure Step Project properties, go to the Projects List tab and click the local project link from the available

list of projects.

2. On the Project Properties tab, please note that not all the properties can be changed.

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3. Clicking the Project Documents tab opens the page where Sure Step Project documents can be managed.

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Edit Sure Step Project Properties

1. Click the Project List tab.

2. Select any project.

You are back in the Properties page tor this project. Entries can be made in non-required fields.

Both the Customer Notes and Project Notes can contain rich text, including URLs. Use these fields creatively to support

your project administration.

The entry made in the Project owner email field will show up in the Responsible field in the Project List.

3. In the Project Properties tab, make any necessary changes.

You can set the active/inactive flag at this window. Customer Notes and Project Notes can store several pages of rich

text, enhancing project documentation.

Add, Remove, and Reposition Project Documents

Projects are extremely flexible. In addition to editing the Sure Step documents themselves, you can also customize

projects by adding, removing, and changing the position of documents.

1. Go to the Document view for a sample project.

2. Click the Analysis phase button.

Note: The View Setting field should be set to All Documents rather than Customer Facing Deliverables.

1. Using the check box in the left column, select any document.

2. Reposition this document by clicking Move Up.

The Move Down button also can be used. Note that you can reposition documents only when no other column

sorting is active (that is, only if you have not clicked a column header).

Known Issue: Occasionally, you need to click multiple times to move documents.

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1. Add a document by pressing Add Document.

New documents show up at the bottom of the list. You can reposition them as you like.

2. Remove a document by selecting its check box and clicking Remove Document.

You can select multiple documents and remove them all at once.

Create (Clone) a Sure Step Project Based on an Existing Project

Make a copy of an existing project by pressing Clone Project in the Project Properties tab. This will create a completely

new copy of the project.

To create copies on SharePoint, you have to create a “Local” project first. Then, mark this local project as a template and

choose “Clone Project”. This will open the Project Creation Wizard and take you through the steps of creating this

project on SharePoint using the template you have chosen to clone.

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Package Your Project by Using Zip and Save

Zip and Save packages your entire project into a single, portable file by following these steps:

1. From the Projects List, select a project.

2. Click Zip and Save.

3. Name your file and save it to your desktop.

Sure Step Archives can contain many documents and can be large (60-160 MB).

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Project Documents View

The Project Documents view is similar to the Methodology > Documents view, with one essential difference:

Documents in the Project Documents view are editable.

Key features include:

Edit document. Double-click a document to open and edit it in Microsoft Office.

Locate Content in Sure Step. Right-click a document and choose Locate Content in Sure Step to view the

Sure Step methodology related to the document.

Add File to Phase Design. This enables users to add other documents to their project.

Delete this document. This enables users to remove unneeded documents.

Administration of SharePoint-based Sure Step Projects Now that the management of the Local Sure Step Projects has been explained, let’s focus on SharePoint-based Sure Step

Projects. The first thing that needs to be done is the setup of Microsoft Dynamics Sure Step Project site. The setup is

divided into the following sections:

User permissions

Top link bar

Project Members list

User permissions

When a SharePoint-based Microsoft Dynamics Sure Step Project site is first created, the only user allowed to open the

site is the one who created it. That user must then set up site permissions for all the other SharePoint users or groups

who will use the system. This is done by the standard Microsoft SharePoint procedure for adding new users and groups.

If the Microsoft Dynamics Sure Step Project site creator chooses not to add any other SharePoint users or groups, he or

she will be the only one allowed to use the project site and to access its contents.

Top link bar

When a Microsoft Dynamics Sure Step Project site is first created, its Top link bar is empty. It does not inherit the Top

link bar from the parent site, and the parent site does not have a link to the newly created site in its Top link bar or its

Quick launch bar. It is up to the users of SharePoint to add (or not to add) these links. The process of adding links to the

parent Top link bar and Quick launch bar—as well as adding the parent site’s Top link bar to the new Sure Step Project

site—is performed by standard SharePoint methods.


When the Microsoft Dynamics Sure Step Project site is created, the lowest Web part in the right column shows the

Project Members list. Initially, this list is empty. Adding SharePoint users and groups at the site permissions page will not

populate this list. The site permissions page is part of the SharePoint security system, whereas the Project Members list

is a visual presentation of the project members with their specific project roles.

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To add project members to the Project Members list, click the Project Members link, which is the title of the Project

Members Web part. This will open Project Members list. This list can also be accessed by clicking the Project Members

link in the Quick launch bar in the Project Management section. The management of the Project Members list is the

same as for any other Microsoft SharePoint list.

Document Completion Workflow

If the Microsoft Dynamics Sure Step Project sites are deployed to the SharePoint Foundation 2010 or SharePoint Server

2010, users are able to utilize the Document Completion workflow. The purpose of this workflow is to simplify the

management of the Sure Step project documents completion process. It automates the process by creating a task for

the document’s responsible person to complete the work on the document and once the task is completed, it sends a

notification email to the owner of the document.

Workflow setup

1. Once the Sure Step Project site has been successfully created, go to the Sure Step Documents document

library.

2. In the ribbon menu, choose Library tab and then Manage Workflow button, located on the far right.

Choose the option Add Workflow.

3. In the list of workflows, select the Document Completion workflow.

4. Type the name of the workflow in the text box below and set the rest of the settings based on your

preferences.

5. Click OK to save and create a new workflow.

Using the workflow

1. Once the workflow has been set up, you may proceed with the workflow utilization.

2. Before you begin, make sure that you have set up the Project Members list. This is important because

document owner property must match the project member's roles.

3. Open the Sure Step Documents document library.

4. Choose the document for which you wish to utilize the workflow and open its properties for editing.

5. In the Owner field, choose the appropriate role. Note that the user that matches the role in the Project

Members list will become the owner of the document.

6. In the Responsible Person field, type the user name of the person that is responisble for the tasks

related to the document.

7. Save the changes made to return to the Sure Step Documents document library.

8. For the same document, open the drop-down menu and choose Workflows option.

9. In the workflow settings page, click the name of the workflow you have created earlier in the workflow

setup procedure.

10. The worklow has been initiated for that document, i.e. a new task is created in the Tasks list for the

document's responsible person. If the outgoing email settings are properly set in SharePoint, the

responsible user will get a notification email that a task has been created for her or him.

11. Once the responsible person finishes her or his work on the document, she or he should update the

task's status to Completed.

12. Once the task has been marked as completed, the owner of the document, set in the step 5, will get an

email that reports of the document activity.

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Content of the SharePoint-based Sure Step Project Sites In the following sections describe all the components of the Microsoft Dynamics Sure Step Project site. The content is

divided into the following topics:

Sure Step Documents document library

Shared Documents document library

Announcements list

Calendar list

Tasks list

Project Information list


Resources Links list

Sure Step Documents document library

Sure Step Documents document library is the central repository of the Microsoft Dynamics Sure Step Project site. It is

used to store all the Microsoft Dynamics Project documents.

This document library is equipped with a number of views:

By document project phase. You can filter documents by the phase to which they pertain: Diagnostic, Analysis,

Design, Development, Deployment, and Operation.

By cross phase. You can filter documents by the cross phases to which they pertain: Program Management,

Training, Business Process Analysis, Requirements and Configuration, Custom Code Development, Quality and

Testing, Technical Infrastructure, Integration and Interfaces, and Data Migration.

By completion status. You can sort all Sure Step project documents by Status.

By author. You can sort all Sure Step project documents by the author of the document.

The Sure Step Documents document library contains six links at the top of the window, each representing one of the

Sure Step project document phases. Clicking on the phase image takes the user to the particular phase.

The content of this document library can be accessed from the site’s home page, where all the Microsoft Dynamics Sure

Step project documents are shown, grouped by phases. Clicking the phase name takes the user to that particular phase,

displaying relevant project documents. Finally, on the Microsoft Dynamics Sure Step Project site Quick launch bar, a link

to the Sure Step Documents document library is located in the Documents section.

Shared Documents document library

The Shared Documents document library should be used to store any type of documents that are valuable to the project

but are not part of the Microsoft Dynamics Sure Step project document set. For example, meeting notes, status reports,

or any other supplemental documents should be placed here.

Announcements list

The Announcements list should hold information about announcements related to the Microsoft Dynamics Sure Step

Project that are relevant to the project team.

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Calendar list

The Calendar list should hold the information about the project events, meetings, milestones, and other important

project dates.

Tasks list

The Task list should hold the information about project members’ tasks. It can be a powerful tool for the project

management team since it provides a unified location for tracking project task progress.

Project Information list

The Project Information list is mainly used to view project properties, which were originally entered through the project

creation wizard. List items can be edited, but changes made in the Project site will not be reflected in the Sure Step

project documents.


The Project Members list is used to view information about the project members and their roles in the project. The

content of this list is not related to the Site permissions page, as explained in the previous section.

Resources Links list

The Resources Links list should hold links to external locations that are valuable to the project team members. Users can

add additional resources to this list. The following locations are provided by default: the Microsoft Dynamics User Guide,

the Frequently Asked Questions site, the Sure Step Training and Additional Resources site, and the Partner Community

site.

Change Project Repositories Repositories are local or shared directories of Sure Step projects.

1. Click the Preferences tab.

2. In the Project Repository section, note the current directory setting for your projects.

3. Click the button and create a new directory on your Desktop called Test Sure Step repository.

It is easy to switch back and forth between repositories by changing this setting.

4. Click Save.

5. Click the Projects tab.

If this is a new folder, there will be no projects shown in this repository.

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Import an Archived Project into a Repository

1. On the Projects tab, click Import Project.

2. Navigate to your Desktop and choose an archived file (look in the folder noted in Step 2.)

The project is now located in the repository.

Common Tasks

Using the Logo Wizard to Put Your Company’s Logo and Project Information in Sure Step Deliverables

Note: Logo changes must be started from the Sure Step client for both Local and SharePoint-based projects.

Sure Step makes it easy to add project information and a partner or customer logo to all project deliverables. The

placeholder designated for logos is 193x162 pixels. The logo wizard will resize your custom logo to this size. For the

following exercise, copy your company logo or any graphic you choose into a graphic or photo editing program (such as

Microsoft Paint) and save it as a 193x162 pixel image in GIF, JPG, BMP, or PNG format.

This wizard can also place your Project Name and Customer Name, as entered on the Project Properties tab, into all

Microsoft Word deliverables within this project. In Microsoft Office Word, you can refresh the field placeholders by

pressing Ctrl+A+F9.

1. Open a project that you want to update.

2. On the Project Properties tab, click Change Logo.

3. Browse to and select your logo.

4. Click Update Project Documents.

5. Click Save.

Test the logo change by opening a document and looking at its logo.

6. Click the Project Documents tab, Click the Deployment phase, and open the Word document Go Live

Checklist.

Notice that the logo has changed to the one you selected.

You can refresh fields in Microsoft Word for Customer and Project Name by selecting the fields and pressing the F9

key.

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Logo Wizard on the Project Properties tab

How to Share Project Deliverables with Clients

Project deliverables are simply Microsoft Office Documents. You share these with clients the same way you would other

office documents (by e-mail, and so on). For example:

1. Open a project documents page.

2. Open a deliverable document.

3. Use the document’s Send command to include it in an e-mail message.

How to Work From a Shared Project Repository for Your Team

Sure Step Project Repositories are similar to network shares. For your team to work off a shared project

repository:

1. Create a folder on a network share accessible to team members.

2. In Sure Step, click the Preferences tab.

3. Click , find and select the folder that you just created, and click Save.

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Sure Step will only save projects to this shared project repository if you chose to create a local project in the project

creation wizard. (Choosing the SharePoint based project option in the wizard is another way to create a project in a

shared environment.)

Note: It is easy to toggle between repositories by changing the location on the Preferences tab.

Setting the Project Repository to a Shared Drive

How to incorporate your V1 customizations into the new version of Sure Step projects

Sure Step Version 1 enabled users to modify the Sure Step methodology, including document templates. To

incorporate V1 customizations into the current Sure Step release: This will only be used for local projects when

you create.

1. In Sure Step V1, save modified documents into a single directory.

2. If you made significant changes to the methodology itself, copy and paste the changes into one or more

Word documents and save then documents in the same directory as your V1 documents.

These custom activity notes will only be visible from within your project documents view. They will not appear in

the Sure Step Methodology view.

3. In the current version of Sure Step, create a new Project based on the V1 Microsoft Dynamics product

and project type.

4. On the Project tab, click the Project Documents tab and add your documents to their respective project

phases.

5. Use the Move Up and Move Down commands to position the documents as needed.

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Project Phase View showing V1 custom Activities and Deliverables

Using SharePoint to Share Documents and Collaborate on Projects (without the Sure Step Project Site

Template)

The following steps may help you configure Sure Step to use Microsoft Office SharePoint Server as a document

repository.

By default, Sure Step projects are stored locally on your PC in the user’s documents folder.

On Windows 7 and Windows Vista:

C:\Users\<USERNAME>\Documents\Microsoft Dynamics\Sure Step Projects

On Windows XP:

C:\Documents and Settings\<USERNAME>\Documents\Microsoft Dynamics\Sure Step Projects

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Note: You might need to make multiple changes to these steps to make the solution fit your network and software

configuration.

1. If you do not already have an existing SharePoint Server site to use, create one. Sample: “Sure Step WS”. For this

sample, the “Document Workspace” template was selected:

2. On each client PC with Sure Step installed, map the site to a network drive.

In Windows 7 and Windows Vista, click Start, click Computer, right-click Computer, and select Map Network

Drive.

Alternatively, in Windows XP, open Windows Explorer and right-click My Network Places.

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3. In the Folder field of the Map Network Drive dialog box, enter the URL for the site collection that you specified

when you created the project by using the project creation wizard.

4. In Sure Step, select the Preferences tab, change the Project Repository path, and click Save.

When you open the Projects tab, you will see a list of all projects, both local and SharePoint-based. To open a project,

click its name in the list. You can create a new project, or you can copy an existing project into the new project

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repository folder. You can work on the documents either from the Sure Step application or directly from within

SharePoint, as pictured in the following illustration.

Note: Working on a network drive or an Office SharePoint Server site affects the overall performance of the Sure Step

application, depending on the connection speed. Part of the creation of the new project is the copying of appropriate

templates to the new repository, which may take a few minutes.

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Resources Tab

The Sure Step Resources tab makes it easy to stay connected with the latest Sure Step developments and resources. It

includes links to the following resources:

Sure Step User Guide

Training

Updates

Additional Resources

These resources are constantly being improved and refined. Revisit them on a regular basis to view changes and

maximize benefits from them.

https://mbs.microsoft.com/partnersource/partneressentials/serviceplans/surestep/MSD_SureStepUserGuides




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Preferences Tab

From the Preferences tab, you can complete the following tasks:

Change the project repository. This can be a local drive or a team share. The projects in a repository are those

you can view and edit from the Projects tab.

Check for and install Language and Sure Step tool updates.

Set the default language. If you have multiple languages installed, you can view only one at a time from the Sure

Step Methodology tab.

Note: Language settings do not affect existing projects, which already contain a set of documents. The default

language setting affects which documents will be used to create new projects. For example, if your default

language is Spanish, documents for new projects will be based on the Spanish Sure Step version.

Set the default Company Logo. This will be the default logo available for applying to projects (see the How to Put

Your Company’s Logo in Sure Step Deliverables section in this document). Most graphic formats will work (such

as PNG or JPEG). The recommended logo size is 193x162 pixels, matching the logo placeholder within the Sure

Step documents, but the logo wizard will resize your logo to fit.

Set the Sure Step start page.

Restore Preferences defaults.

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Updating Sure Step We are constantly working to improve Sure Step. There are three types of updates that will be available to you

online:

Methodology updates. Improvements to the existing Sure Step methodology content, including Tools &

Templates.

Methodology Translations. Sure Step already is available in multiple languages. Additional language packs

will be made available for download as they are ready.

The Sure Step Client. New features and other improvements.

To update Sure Step:

From the Preferences tab, click Check for Updates and also select Automatically Check for Updates on

Startup.

Available languages will appear in the list. An Update link to the site where updates can be downloaded will appear as

appropriate.

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If a Client update available, a Get Client Update button will appear below the listed languages. Click this to go to the site

where you can install the client.

Switching between languages You can manage multiple language versions of Sure Step at the same time (see the previous section, “Updating Sure

Step”). For some languages, Sure Step content is available in multiple language packs. For these, the description for each

language pack identifies the release date for the content and indicates whether the content is fully translated or

whether only selected template files have been translated.

To switch between installed languages:

1. On the Preferences tab, find the language you want to switch to

If the language you wish to select is not installed, you will need to click the Update button.

2. Select the Default radio button.

3. Click Save. The selected language will now become the default language.

When you switch languages, the methodology and associated documents will switch to the new language. New projects

you create will also be based on the new language. Existing projects, however, will remain unchanged and will remain in

whatever language they were created in. Existing projects also will be linked (via the “Locate Content In” feature) to

content in the language in which they were created. You may add documents in any language to these projects,

however.

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Search Tab

Search Sure Step Core Content and Project Files

You can access the Sure Step search feature in three ways:

Enter a search term in the box in the upper right part of the window and click the magnifying glass

button.

If you have previously used the search feature within Sure Step, you can click the search box arrow to see

your most recent eight searches. After selecting one, click the magnifying glass to execute the search.

Click the Search tab.

Note: you must have Windows Desktop Search installed on your computer to use the search feature.

On the Search tab, no results are shown until you use the search box. Results will then be displayed in the Search panel.

Search results will be based on the full-text search of the Sure Step content and any documents in the project that you

have currently selected.

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On the Search tab, you can navigate to a Sure Step Activity page, open a document, sort the search results by any visible

column, and expand or collapse groups of search results. The controls for this are shown in the following image.

To open a document, double-click its name. To sort the search results, click the column header boxes. To expand and

collapse information, use the double arrows in the group header bar.

If you left-click any document in the search results, the document's metadata will be displayed at the bottom of the

screen as shown in the following illustration. Because this metadata is used by the Advanced Filtering feature, it can be

very helpful to see it.

Navigate /

Open

Sort Expand /

Collapse

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To refine your search, you can use the Advanced Filtering function. To access it, click the double arrow on the Advanced

Filter bar. When the Advanced Filter section is open, you can collapse this part of the screen by using the same control.

The Advanced Filter function looks like the following screenshot. This filtering is dynamic: Search results that have

already been returned will be immediately filtered based on the selections you make. You can expand the view of the

metadata sets on the left side of the screen to select the specific value(s) you want. If no boxes are checked in the

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options for a given field, no filtering will be done based on that field. When you a check box, only the documents with

the setting checked will be shown.

You may select multiple items by which to filter your search. Only those documents that match all the filter criteria

you've set will be displayed.

These filter settings apply only to your current search results, and not to any other view in Sure Step. The Reset button

clears the search term, any filter settings, and the search results. The Clear All Filter button clears filter settings, and any

search results will remove filtering from the view.

To include a project in the search, go to the Project List and select a project by clicking its name. Your project name

should appear in the location circled in the following screenshot. Then, when you proceed to execute your search using

the features described above, the selected project will be included in the results.

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Troubleshooting and Support

PartnerSource should be your primary resource for training, resources, and troubleshooting. Documents that can be

found there include:

Sure Step FAQs, which can assist in troubleshooting and provide other information about Sure Step.

Sure Step Release Notes, which identify enhancements to the latest version of Sure Step.

Training material.

For additional assistance, or if you have feedback or suggestions to improve the Sure Step Methodology and Sure Step

Tools, please visit the online Sure Step Forums. Questions posed by other users are posted there, in addition to updates

and tips from the Sure Step team.



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Making SharePoint Site Public

If the user wishes to expose its SharePoint Sure Step Project site on a public web, here is the quick reference page on

how to achieve this. Public SharePoint sites are a good option for knowledge intensive content and/or places where

you need to have a shared web workspace.

If you want your SharePoint site to be a public web site, SharePoint administrator should enable anonymous access

for the site. However, keep in mind that an external connector licenses might be needed. Also, there are many

network infrastructure considerations. For example, how will the clients login? Should the users be able to use the

same login for external access as they do for internal access? Is DMZ implemented in the network infrastructure?

Will the front-end web server be moved into the DMZ? Will there be a new Front-end Web Server created? Is the site

database set up on a different machine, and if yes, how will the database connections be handled? Those are just a

few of some very important questions for the network administrators that should be taken into consideration when

planning to make one site public. For more information, please visit the following links:

For Microsoft Office SharePoint Server 2007:

Planning and architecture for Office SharePoint Server 2007

http://technet.microsoft.com/en-us/library/cc261834(office.12).aspx

For Windows SharePoint Services 3.0:

Planning and architecture for Windows SharePoint Services 3.0 technology http://technet.microsoft.com/en-

us/library/cc288426(office.12).aspx

For Microsoft SharePoint Server 2010:

Plan for server farms and environments (SharePoint Server 2010)

http://technet.microsoft.com/en-us/library/cc789337.aspx

For SharePoint Foundation 2010:

Server farm and environment planning (SharePoint Foundation 2010)

http://technet.microsoft.com/en-us/library/ee782552.aspx

Before enabling anonymous access for a SharePoint site, Central Administration site administrator must have

enabled anonymous access for the Web application. If it hasn't be done, the anonymous access option will not

appear in the SharePoint site settings.

In Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007, to enable anonymous access

option for the web application:

1. Open Central Administration site as an administrator.




http://technet.microsoft.com/en-us/library/cc789337.aspx

http://technet.microsoft.com/en-us/library/ee782552.aspx

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2. Go to Application Management.

3. Under Application Security, click Authentication provider’s link.

4. Check the web application selection in the upper-right corner and if needed, choose the correct one.

5. Click Default zone to edit its settings.

6. Under Anonymous Access, check Enable anonymous access checkbox.

7. Click Save button in the bottom to save changes.

In Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007, to enable anonymous access for

the SharePoint site:

1. As a site collection administrator, open the site collection root site on which you want to enable

anonymous access.

2. Click Site Actions and choose Site Settings.

3. On the Site Settings page, under Users and Permissions click Advanced permissions.

4. On the Permissions page click Settings and then Anonymous Access.

5. On the Change Anonymous Access Settings page, select the parts of your Web site that you want

anonymous users to access.

Remember: Under each parent Web site, you can create up to 10 sub-sites each with unique permissions, settings

and security rights.

In SharePoint Foundation 2010 and Microsoft SharePoint Server 2010, to enable anonymous access option for the

web application:

1. Open Central Administration site as an administrator.

2. In Central Administration, go to the Application Management.

3. Under Web Applications, click Manage web applications.

4. Select the web application for which you wish to enable anonymous access option.

5. In the ribbon, click Authentication Providers button.

6. In the Authentication Provides menu, click Default zone.

7. Under Anonymous Access, check the Enable anonymous access checkbox.

8. Click Save button in the bottom to save changes.

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9. In the Web Application Management page, click the Anonymous Policy button in the ribbon. Please

check if the same web application is selected.

10. In the Anonymous Access Restrictions menu, in the Select the Zone select (All zones)

11. In the Permissions, choose None – No policy option in the Anonymous User Policy.

12. Click Save button to save changes.

In SharePoint Foundation 2010 and Microsoft SharePoint Server 2010, to enable anonymous access for the

SharePoint site:

1. As a site collection administrator, open the site collection root site on which you want to enable

anonymous access.

2. Click Site Actions and choose Site Settings.

3. Under Users and Permissions click Site permissions link.

4. In the ribbon, click Anonymous Access button.

5. On the Anonymous Access menu, select the parts of your Web site that you want anonymous users

to access.