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Windows and Office Deployment Planning Services Consultant Guide
Software Assurance Planning Services
Windows and Office Deployment Planning Services Consultant Guide
ContentPurpose................................................................................................................................... 2Audience................................................................................................................................. 2
Desktop Deployment Planning Services Overview..............................................................2PLAN the Engagement............................................................................................................4
Getting Started................................................................................................................... 4Prepare............................................................................................................................. 5One-day Engagement (Strategy Briefing).........................................................................6Three-day Engagement (Envisioning Workshop)..............................................................6Five-day Engagement (Upgrade Plan)..............................................................................7Ten and Fifteen-Day Engagement....................................................................................7
CONDUCT the Engagement..................................................................................................10Windows and Office Deployment Planning.......................................................................10
One-day Engagement (Strategy Briefing Session)..........................................................10Three-day Engagement (Envisioning Workshop)............................................................11Five-day Engagement (Upgrade Plan)............................................................................13Ten and Fifteen Day Engagement..................................................................................14Additional Deployment Resources..................................................................................14
Delivery Completion.........................................................................................................16REPORT the Engagement......................................................................................................17
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Windows and Office Deployment Planning Services Consultant Guide
PurposeThe purpose of this document is to provide the engagement and delivery resource(s) with an overview of the tasks and content required to deliver the Desktop Deployment Planning Service engagement.
AudienceThis document is intended for the Microsoft consultant or Partner technical specialists delivering a DDPS engagement and should not be distributed to customers.
Desktop Deployment Planning Services OverviewDesktop Deployment Planning Services (DDPS) is a Software Assurance Planning Services Benefit that offers 1, 3, 5, 10, and 15 day planning workshop sessions designed to provide customers with an outline and next steps proposal for the deployment of Office 365 ProPlus, Office Professional Plus, or Windows.Depending upon the scope and length of the engagement, the technology-specific benefits to the customer at the end of an engagement may include the following: Get customer desktops ready to take advantage of the Office 365 Cloud Service and modern server
workloads Provide the customer with workshop sessions focusing on image development, Office deployment
planning, application compatibility planning or application virtualization planning Give the customer the opportunity to experience the optimized desktop Give the customer an understanding of what is involved in an optimized desktop rollout
Certification RequirementsIn order to deliver Desktop Deployment Planning Services, the engagement delivery consultant must meet the requirements to deliver a Desktop Deployment Planning Services engagement. One must successfully meet the Certification Requirements to become DDPS certified.It is highly recommended that the consultant has experience with delivering desktop migration projects prior to delivering this desktop planning engagement. Additionally, the consultant should have a full and comprehensive understanding of the content provided for proper and efficient delivery.
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Windows and Office Deployment Planning Services Consultant Guide
Technical Skill RequirementsProduct Required SkillsPrimary Technical Skills
Microsoft Windows Microsoft Office Microsoft System Center Configuration Manager Active Directory Domain Services Microsoft SQL Server® 2012 or greater database software Internet Information Services Windows Hyper-V
Secondary Technical Skills
Familiarity with Microsoft Office Security configuration of Windows Patch management Office migration Networking Microsoft Internet Explorer® 10.0 or greater Internet browser Microsoft Systems Center familiarity
Facilitator Soft Skills
Sales experience or other experience speaking to business decision makers about Office and Desktop Products and Technologies
Industry knowledge or specific business process knowledge relative to the customer engagement
Group facilitation experience and skills
StagesThe stages in a Planning Services engagement described in this document are listed below. A detailed explanation of the activities in each engagement are located in the Planning Services Engagement Guide, linked here.1. PLAN the Engagement 2. CONDUCT the Engagement 3. REPORT the Engagement
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Windows and Office Deployment Planning Services Consultant Guide
PLAN the EngagementGetting StartedPlanning a DDPS engagement involves gathering information from the customer, assembling content and planning the timeline. Adequate knowledge of the customer’s short and long-term goals and current environment will help make for a successful engagement. This section provides guidance for gathering information and preparing the required and optional deliverables to conduct the DDPS engagement.
Engagement ScenariosDesktop Deployment Planning services are comprised of the engagement scenarios and lengths listed below. If your customer has not already chosen the engagement type and length, you may use the information provided in the planning section to help the customer choose the right engagement. The engagement may combine one or more of the scenarios listed below. See the Planning Services website for restrictions, if any, for combining multiple scenarios into one engagement.Length Option Windows and Office Engagement1, 3, 5, 10, 15-Day Windows and Office Deployment Planning
Windows and Office Mobility Windows and Office Enterprise Proof of Concept Office 365 FastTrack Planning
The Pre-Engagement QuestionnaireThe pre-engagement questionnaire is brief questionnaire used to gather information about the customer’s current environment.This questionnaire should be delivered to the customer after the pre-engagement teleconference and should be completed by the customer several days in advance of the engagement. The customer may also want provide additional supporting information such as charts, diagrams or reports that would aid the engagement.Windows and Office - Pre-engagement questionnaire
The Pre-Engagement Customer Conference CallThe pre-engagement conference call is a necessary part of Deployment Planning Services. This call helps you to complete the Pre-Engagement Questionnaire and agree on the technical focus area for the Envisioning Workshop. You will provide a list of all of the technical drill-downs available to the customer and let the customer choose which topics to cover. The conference call also allows you to become familiar with the customer sponsor for the engagement.Ask the customer to schedule the appropriate people to attend the relevant topics during the presentation. Ensure that the customer has chosen a time where the attendees schedule is clear so they can maximize the benefit of the engagement.Ask that the customer provide a meeting area with a whiteboard and larger display or projector so everyone can seethe presentation and demo.
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Windows and Office Deployment Planning Services Consultant Guide
Sample Pre-Engagement Call Agenda
Time Topic10:00 a.m.-10:10 a.m. Introductions
10:10 a.m.-10:35 a.m. Pre-Engagement Questionnaire Review
10:35 a.m.–10:45 a.m. Finalize the Topics and Agenda
10:45 a.m.–11:00 a.m. Final Instructions and Logistics
PreparePlanning Phase Engagement TimelineThe Planning phase timeline for the engagement is presented below to assist with the planning effort.Activity Time LineCustomer Pre-call and provide DDPS pre-engagement questionnaire T-3 weeksReview pre-engagement questionnaire and formulate plan T-2 weeksPrepare agenda, content and required documentation T-2 weeksPractice presentation T-1 weekGather materials for on-site delivery T-2 daysDeliver Engagement T-0 days
Delivery PlanningOnce the engagement length and type is determined the consultant will begin to plan and assemble the content needed for the engagement. Delivery planning is done by engagement duration with agenda and content building with increased length.Days Details1 Includes a Strategy Briefing Session to introduce and discuss the value of the solution.
3 Includes the Strategy Briefing Session and an Envisioning Workshop to document the current environment, discuss options and flag areas of potential concern.
5 Includes the Strategy Briefing Session, Envisioning Workshop and an Upgrade Plan to provide formal documentation of the upgrade based upon the data collected.
10 and 15Both the 10- and 15-day engagement includes Pre-Upgrade Checks to assess upgrade readiness and provide a formal analysis of the results along with recommendations for problem resolution, and/or a Proof of Concept environment to verify the Upgrade Plan (in addition to the Strategy Briefing, Envisioning Workshop, and Upgrade Plan).
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Windows and Office Deployment Planning Services Consultant Guide
One-day Engagement (Strategy Briefing)A one-day strategy briefing will include a review of their current environment, feature overview, roadmap, problem and solution statement definition. Kickoff Define stakeholders, influencers and approvers for the project. Define decision-making process for the project. Review the current environment
– Pre-Engagement Questionnaire Solution Briefing and Feature Overview
– Windows Deployment Overview – Office Deployment Overview
Review customer business requirements and focus on the potential solution.– Review strategic business requirements and understand customer objectives.– Develop problem and solution statements
Group Discussion, Customer Assessment and Close-Out
Three-day Engagement (Envisioning Workshop)A three-day DDPS engagement will include all of the preparation from the one-day engagement. Three-day engagements will provide more in depth analysis, demontrations and provide hands-on experience. Use your portable environment to demonstrate how Microsoft deployment solutions can be customized to incorporate the customer’s real world deployment needs. Day 1 Agenda
– Strategy Briefing Day 2 and 3 Envisioning Workshops
– Presentations, demonstrations and hands-on labs suggestionsWindows OfficeWindows Experience Office ExperienceWindows Image Creation Built for TeamworkWindows Platform Delivery Perfect with Windows 10Windows Management Works for YouWindows Identity & Security Office Deployment and ManagementWindows as a Service Options for DeploymentWindows Technical Roadmap Deployment Using SCCM
Customer Vision for Windows and Office Group Discussion, Customer Assessment and Close-Out
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Five-day Engagement (Upgrade Plan)A five-day engagement builds on the 1 and 3-day engagements. It allows for deeper analysis of the customer’s environment for potential upgrade solutions and planning the future upgrade deployment method. After a successful five-day deployment planning engagement the customer should be left with a clear roadmap for upgrading to the latest version of Windows, Office 365 ProPlus and Office Professional Plus. Days 1-3 See sample agendas above Day 4 Agenda
– Windows and Office Client Upgrade and Deployment– Additional demonstrations and hands-on labs
Day 5 Agenda– Customer Vision for Windows 10, Office 365 ProPlus and Office Professional Plus– Group Discussion, Customer Assessment and Close Out– Gap Analysis and Upgrade Plan (Consultant Documentation)
Sample agenda for Windows and Office Deployment Planning (5-day Engagement)
Ten and Fifteen-Day EngagementTo allow customers greater flexibility to use DDPS engagements to match their needs, there is no mandated content for longer engagements. Instead, you may elect to use content from the following sources: These Microsoft Ignite sessions are suggested resources to aid technical resources gain a deeper
understanding of Windows 10, Office 365 ProPlus and Office Professional Plus. The sessions can be accessed at: https://myignite.microsoft.com/#/videos
The Office 365 Customer Success Center provides end user readiness content for common Office usage scenarios. or more information about available scenarios see http://success.office.com/
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Day 5Establish a vision for Office and Windows 10 based on the outcomes of the Deployment Planning. Assessment of your current environment and your roadmap of get ready activities you can start now to prepare your infrastructure
Day 4• Platform Delivery labs• Windows and Office Client• Hands on labs and demos
Day 3• Windows as a Service• Office Deployment with
SCCM• Lab set up time• Image Creation lab• Hands on labs and demos
Day 2• Workshops and Lab set up• Windows 10 Management• Office Deployment Options• Identity and Security• Hands on labs and demos
Day 1• Strategy Briefing / Overview• Windows + Office• Internet Explorer• Image Creation• Platform Delivery• In-Place Upgrade lab
Windows and Office Deployment Planning Services Consultant Guide
The FastTrack portal provides technical training labs for Office 365 ProPlus, including Office deployment scenarios and Azure AD identity management scenarios. Log into the FastTrack portal at https://fasttrack.microsoft.com/
Windows and Office Technical Resources Desktop Deployment Planning site Office 2016 Deployment Guides for Admins Office Deployment Scripts for IT Pros Office 365 FastTrack Office 365 Success Center Windows 10 Enterprise POC (PowerPoint Decks and Consultant Guides) Windows 10 on Technet
– What’s New, Plan for Deployment, Deploy Windows 10, Keep Windows Secure, Manage and Update
Learning Resources Windows 10 Guide for IT Pros Office Technet Site
Windows Readiness RecordingsThese Microsoft Ignite sessions are suggested resources to aid technical resources gain a deeper understanding of Windows 10. The sessions can be accessed at: https://myignite.microsoft.com/#/videosThe table below identifies Consultant/Architect readiness materials that are available.Area Item Location and FormatWindows Deployment and Management
Deploying Windows 10: Back to Basics Ignite SessionOverview of Windows 10 for Enterprises Ignite SessionPreparing Your Infrastructure for Windows 10 Ignite SessionApplication Compatibility in Windows 10 Ignite SessionTroubleshooting Windows 10 Deployment: Top 10 Tips and Tricks Ignite SessionWhat’s New with OSD in System Center Configuration Manager and the Microsoft Deployment Toolkit Ignite Session
Empowering Enterprise Mobility Ignite SessionWhat's New in Windows 10 Management and the Windows Store Ignite SessionPreparing for Windows 10 Deployment: Assessment, Compatibility, and Planning Ignite Session
Windows 10 Mobile Device Management (MDM) in Depth Ignite SessionWindows 10 Management Scenarios: Mark Minasi Helps You Have Total Control for Every Budget Ignite Session
Managing Windows 10 with Microsoft Intune and System Center Configuration Manager Ignite Session
What’s New and Upcoming with Microsoft Intune and System Center Configuration Manager Ignite Session
Top Features of Windows 10 Ignite SessionWindows 10 for Mobile Devices: What’s Next Ignite Session
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Windows and Office Deployment Planning Services Consultant Guide
What's New in Windows 10 Deployment Ignite Session
Office Readiness RecordingsThese Microsoft Ignite sessions are suggested resources to aid technical resources gain a deeper understanding of Microsoft Office 365 ProPlus and Office Professional Plus. The sessions can be accessed at: https://myignite.microsoft.com/#/videosThe table below identifies Consultant/Architect readiness materials that are available.Area Item Location and FormatOffice Deployment and Management
Office 365 ProPlus: Demystifying Deployments Ignite SessionCustomer Showcase: Deploying Microsoft Office 365 ProPlus Ignite SessionDeploying Office 365 ProPlus Using System Center Configuration Manager Ignite Session
Deploying and Updating Office 365 ProPlus Using the Office Deployment Tool Ignite Session
Microsoft Office: The Next Chapter on Windows 10 Ignite SessionOffice 365 ProPlus Deployment and Management Update Ignite SessionOffice 365 ProPlus: Updates, Updates, Updates Ignite SessionStrategies to Make Your Microsoft Office 365 ProPlus Deployment Project Successful Ignite Session
Recommended Best PracticesThis section provides a summary of recommended best practices for you to consider before you customize and deliver the engagements.Consideration Best PracticeUse engagement length to determine agenda and content
Based on the customer feedback and objections from the solution briefing, work with the customer to establish Envisioning Workshop topics and a session length (for example, one day or five days). Develop the Envisioning Workshop agenda before customizing slides.
Maintain the recommended presentation module structure
The order and structure of the Envisioning Workshop modules are designed to help you to work through the customer technology issues in a logical order. While the structure is significant, several of the modules may be removed or reduced to reflect the customer’s interests and the agreed agenda topics.
Emphasize discussions and whiteboard diagramming
The core portion of each presentation can be used to guide the conversation on a specific DDPS topic. Use the slide decks to discuss individual topics in detail. Experienced presenters generally feel that fewer slides and more interaction with the audience results in a higher value engagement.
Maintain visual consistency
The presentations are all formatted with a customized template. If you modify existing slides or add slides from other presentations, be sure to follow the template design and use graphical elements that complement the existing slides. Maintain overall consistency among presentation content to deliver a seamless, convincing presentation. Apply the same principles to the Word template documents.
Plan for presentation flexibility
Do not delete slides that you do not plan to present. If you hide them or move them to the end, you maintain flexibility to deal with unplanned topics. By using the slide navigation capabilities built into PowerPoint, you can easily jump to unplanned slides and continue a dynamic conversation.
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Consideration Best PracticeUnhide supporting slides
Additional slides are included in a hidden state by default. When you move slides into the main section of the deck, be sure to unhide each slide. To do this quickly, switch to Slide Sorter view (click the “View” menu, then click “Slide Sorter”) and review all slides where the slide number appears inside a crossed-out box. Right-click a slide and select “Hide Slide” to toggle the Hide property on and off.
CONDUCT the EngagementThis section provides guidance for delivering the content that was developed in the previous section.
Windows and Office Deployment PlanningWhen delivering an engagement, it is important to construct the agenda ahead of time as outlined in the planning section. It is important to note, however, that you can customize the agenda to further meet your customer’s needs. Manage the customer’s expectations. Define a scope, agenda and deliverables that can be completed in the allotted time. Stay within the overall intent and guidelines of the Strategy Briefing, Envisioning Workshop and the
Upgrade Plan Engagement and meet the required outcomes (deliverables).Be aware that the customer will fill out an evaluation form; you must manage expectations and deliver as promised to have a satisfied client while meeting the required engagement outcomes.
One-day Engagement (Strategy Briefing Session)Strategy Briefing SessionThe Strategy Briefing Session covers the business drivers, deployment challenges, and risks behind the proposed solution. It provides a high-level view of the features and benefits of Desktop, the Office client suite, infrastructure optimization, and automation of deployment solutions.Sample Delivery ScheduleDay 1 Topic DescriptionMorning Introduction Using the introductions slides introduce yourself, and then ask everyone to
introduce themselves, state their role, and what they expect to get out of the session. Make a record of the attendees, their roles, and their expectations, and add these to the Recommendations document. Ensure that the key stakeholders and decision makers are present.
Windows and Office Feature Overview Session
Use the Windows and Office feature slide decks for presentation and discussion points. The purpose of this section is to brief the customer on the typical business value that each of the solutions presented can achieve. Record any additional key business value features that are required from the engagement.
Afternoon Problem Statement Development
This section reviews the findings of the DDPS - Pre-engagement questionnaire. A facilitated group discussion results in identifying a business problem statement that will become the focus of the Envisioning Workshop.
Solution Statement Development
Based on the problem statement, this section includes the development of a solution statement using Windows and Office capabilities to address the identified business problem.
Close Out Based on the solution statement and information you have gathered from the customer, identify Windows and Office business services required to create the solution.
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Complete the Findings and Recommendations documentation.
Key Discussion QuestionsThe overall goal of the one-day Windows and Office Deployment Planning engagements are to educate the customer on the latest features of the platform and deployment methodologies, understand the customer’s current environment and develop a high-level roadmap for deploying Windows, Office 365 ProPlus and Office Professional Plus. Use the pre-engagement questionnaire to help guide the questions by confirming what the customer has provided. In a one-day engagement the consultant can use the following questions as a foundation to build the problem and solution statements. What is the customer’s current Windows and Office deployment strategy? What are the challenges with the current deployment strategy? What are the current roadblocks to deployment of Windows and Office? What are the customer benefits to deploying the latest version of Windows and Office? What are the next steps the customer should take following the engagement?
Summary Session Each DDPS delivery ends with an interactive discussion about everything learned during the
engagement. Review the customer’s goals and requirements and discuss how DDPS engagement met or exceeded expectations. Also, use this time to review concerns or challenges identified throughout the presentations and determine how the Windows and Office solution meets the customer needs.
Close-Out goals for a 1-Day engagement are as follows:– Finalize business drivers, deployment challenges, and risks.– Finalize customer feature requirements and proposed out-of-the-box Microsoft technologies that
map to the requirements.– Create a high-level design recommendation.– Create project delivery recommendations.– List guidance principles and recommendations that are important, but have not been adopted.– List major topics that require further work or discussion.
Required Outcomes and Deliverables Windows and Office Findings and Recommendations (For Customer) Planning Services Completion Report (For Partner)
Three-day Engagement (Envisioning Workshop)The three-day engagement should include the strategy briefing from a one-day engagement with expanded technical drill-downs based on customer input and how they can help solve the business problems stated.
Envisioning WorkshopThese sessions provide a more comprehensive review of the different tools, technologies, and solutions and provide best practices and the available resources for achieving a successful desktop deployment.The Three-Day engagements provide enough time for detailed requirements gathering and white-boarding sessions, from which to create a deployment plan.
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You can customize the agenda to meet the customer’s needs up to and including the drill-down portion of the presentation. If the customer requests a different module than was agreed during the pre-engagement conference call, you should be willing and able to switch to the new module.
Sample Delivery ScheduleDay 1 Day 2 Day 3
Morning Introduction Review Previous Day Activity
Drill-down presentations Demonstration
Review Previous Day Activity Problem Solution Development
Windows and Office Feature Overview Session
Afternoon Problem Statement Development
Workshop Hands-on Labs
Close Out Provide Deliverables
Identify Business Services Required
Key Discussion QuestionsThe overall goal of the three-day Windows and Office Deployment Planning engagements are to educate the customer on the latest features of the platform and deployment methodologies (including feature deep-dives), understand the customer’s current environment and develop a more detailed road map and deployment plan to the latest version of Windows, Office 365 ProPlus and Office Professional Plus. Use the pre-engagement questionnaire to help guide the questions by confirming what the customer has already provided. In a three-day engagement the consultant can use the following questions to focus the engagement on the desired outcome; What is the customer’s current Windows and Office deployment strategy?
– Why does the customer currently use this deployment strategy?– What is the physical and logical design?
What are the challenges with the current deployment strategy?– How is the current deployment strategy limited?– What is preventing the customer from using a modern deployment method?
What are the current roadblocks to deployment of Windows and Office?– What would prevent success (roadblocks) with a modern deployment?
What are the customer benefits to deploying the latest version of Windows and Office?– Which of the modern deployment methods would work best?
What are the next steps the customer should take following the engagement?– What is the high-level roadmap or deployment plan?
Summary Session Each DDPS delivery ends with an interactive discussion about everything learned during the
engagement. Review the customer’s goals and requirements and discuss how DDPS engagement met or exceeded expectations. Also, use this time to review concerns or challenges identified throughout the presentations and determine how the Windows, Office 365 ProPlus and Office Professionla Plus solution meets the customer needs
The goals of the closing session of the Three-Day engagement include the previous goals, with the addition of the following:– Educate the customer about the technical details of the solution through presentations and
whiteboard sessions.
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Windows and Office Deployment Planning Services Consultant Guide
– Delve deeper into the customer’s current solution and gain more details of the requirements of the proposed solution.
– Identify a high-level description of the customizations that are required to meet some of the feature requirements.
Required Deliverables Windows and Office Findings Document (For Customer) Planning Services Completion Report (For Partner)
Five-day Engagement (Upgrade Plan)The five-day engagement should include the items from a one-day and three-day engagement, but expand to include an upgrade roadmap and deeper analysis of the customer’s environment.
Upgrade PlanThese sessions provide time for a more comprehensive review of the different options, technologies, and solutions to support a Windows and Office deployment. The five-day engagements provide days for detailed requirements gathering, white-boarding sessions
and labs, from which to create a deployment plan or upgrade plan. You can customize the agenda to meet the customer’s needs up to and including the drill-down portion
of the presentation. If the customer requests a different module than was agreed during the pre-engagement conference call, you should be willing and able to switch to the new module.
Sample Delivery ScheduleDay 1 Day 2 Day 3 Day 4 Day 5
Morning Introduction Review Previous Day Activity
Drill-down presentations
Demonstrations
Review Previous Day Activity
Workshop Hands-on Labs
Review Previous Day Activity
Upgrade Planning and Design
Document Upgrade Plan
Complete DeliverablesWindows and
Office Feature Overview Session
Afternoon Problem Statement Development
Workshop Hands-on Labs
Workshop Hands-on Labs
Upgrade Solution Review
Close Out Provide
DeliverablesIdentify Business Services Required
Key Discussion QuestionsFive-day Windows and Office Deployment Planning engagements allow the consultant to dive deeper with the customer and build out a more detailed upgrade plan. Use the pre-engagement questionnaire to help guide the questions by confirming what the customer has provided. In a five-day engagement the consultant should use the following questions to focus the engagement on the desired outcome; What is the customer’s current Windows and Office deployment strategy?
– Why does the customer currently use this deployment strategy?– What is the physical and logical design?– What is the customer’s strategy for future client deployment?
What are the challenges with the current deployment strategy?– How is the current deployment strategy limited?– What is preventing the customer from using a modern deployment method?
What are the current roadblocks to deployment of Windows and Office?
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Windows and Office Deployment Planning Services Consultant Guide
– What would prevent success (roadblocks) with a modern deployment? What are the customer benefits to deploying the latest version of Windows and Office?
– What are the features that will most positively impact the customer?– Which of the modern deployment methods would work best?
What are the next steps the customer should take following the engagement?– What is the logical design of the deployment plan?– What is the estimated level-of-effort for deployment?
Summary Session Each DDPS delivery ends with an interactive discussion about everything learned during the
engagement. Review the customer’s goals and requirements and discuss how DDPS engagement met or exceeded expectations. Also, use this time to review concerns or challenges identified throughout the presentations and determine how the Windows, Office 365 ProPlus and Office Professional Plus solution meets each.
The goals of the closing session of the Five-Day engagements may also include the following:– Optionally provide a virtual environment for the customer to evaluate the current versions of
Windows and Office capabilities.– Optionally, provide a physical environment for the customer to evaluate the current production
versions of Windows and Office within their own infrastructure.
Required Deliverables Windows and Office Findings Document (For Customer) Planning Services Completion Report (For Partner)
Ten and Fifteen Day Engagement To allow customers greater flexibility to use DDPS engagements to match their needs, there is no
mandated content for longer engagements. Instead, you may elect to use content from the following sources:
These Microsoft Ignite sessions are suggested resources to aid technical resources gain a deeper understanding of Windows 10 and Office. The sessions can be accessed at: https://myignite.microsoft.com/#/videos
The Office 365 Customer Success Center provides end user readiness content for common Office usage scenarios. For more information about available scenarios see http://success.office.com/
The FastTrack portal provides technical training labs for Office 365 ProPlus, including Office deployment scenarios and Azure AD identity management scenarios. Log into the FastTrack portal at https://fasttrack.microsoft.com/
Additional Deployment ResourcesWindows Deployment ToolsTo successfully deploy the Windows operating system and applications for your organization, it is essential that you know about the available tools to help with the process. In this topic, you will learn about the most commonly used tools for Windows deployment.Microsoft provides many tools, services, and solutions. These tools include Windows Deployment Services (WDS), the Volume Activation Management Tool (VAMT), the User State Migration Tool (USMT), Windows System Image Manager (Windows SIM), Windows Pre-installation Environment (Windows PE), and Windows Recovery Environment (Windows RE). Keep in mind that these are just tools and not a complete solution on their own. It’s when you combine these tools with solutions like Microsoft Deployment Toolkit (MDT)
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2013 Update 1 or Microsoft System Center 2012 R2 Configuration Manager that you get the complete deployment solution.In this topic, you also learn about different types of reference images that you can build, and why reference images are beneficial for most organizations. Windows 10 deployment tools Windows Deployment with MDT Upgrade Windows with MDT or SCCM
Office Deployment ToolsMicrosoft Office is available as a traditional (MSI) Windows Installer package and through Office 365 referred to as Office Click-to-Run. There are multiple ways to deploy Office to users in an organization. The method that you choose depends on the type of Office (MSI or Click-to-Run) and specific requirements and characteristics of your organization. For example, a small organization that only has several dozen users might deploy and Office MSI package from a network share or simply choose to allow users to install the Click-to-Run Office from the Office 365 portal on their own. But a larger organization that has hundreds or thousands of users might use a software distribution product, such as Microsoft System Center Configuration Manager, to deploy Office, whether a traditional Office package or Office 365 Click-to-Run. Organizations may also take advantage of virtualization technologies, such as Remote Desktop Services and Microsoft Application Virtualization (App-V), to deploy Office.There are many deployment resources available to help customers and partners determine the right deployment options for their environment; See Technical Resources above in this document
In an effort to streamline the deployment process for Office 2016 and Office 365 ProPlus, a GitHub repository has been created with a collection of scripts and other projects. The repository is meant to be a place for IT Pros to come and find solutions that will make tasks related to deploying and maintaining Office easier.All items in the master branch of the repository are tested and ready to use. Each script has a ReadMe file that explains how to use it. The main ReadMe has a list of the name and descriptions for all of the scripts in the repository. Office Deployment Scripts for IT Pros
Windows Identity ManagementYou can use the same management tools to manage all device types running Windows 10: desktops, laptops, tablets, and phones. Current management tools, such as Group Policy, Windows Management Instrumentation (WMI), Windows PowerShell scripts, Orchestrator runbooks, System Center tools, etc. will continue to work for Windows 10. Windows 10 fully supports and is fully aware of Azure Active Directory. Users want to be productive on all of their devices and they want their work environment to be available and consistent on and delivered to all of their devices. Enterprises will generally run in a hybrid model with both AD and Azure Active Directory, using on-prem AD as they have in the past and enhancing that value with new value from the cloud. Enterprise Management for Windows 10 Devices Windows 10 capabilities powered by Azure Active Directory:Self-provisioning of corporate-owned devices
With Windows 10, employees can configure a brand new device in the out-of-box experience, without IT involvement.
Use existing organizational accounts Employees can use their Azure AD account to login to Windows (the same account they use to sign into Office 365). These can be (and should be) kept in-sync with your on-premises AD accounts.
Automatic MDM enrollment Windows 10 PCs and tablets can be automatically enrolled in an organizations device management solution as part of joining them to Azure
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AD. This will work with Enterprise Mobility Management (EMM) solutions such as Microsoft Intune.
Single Sign-On to company resources in the cloud
Users will get single sign-on from the Windows desktop to apps and resources in the cloud, such as Office 365 and thousands of business applications that rely on Azure AD for authentication.
Single Sign-on on-premises Windows 10 PCs and tablets that are joined to Azure AD will also provide SSO to on-premises resources when connect to the corporate network and from anywhere with the Azure AD Application Proxy.
Enterprise-ready Windows store The Windows Store when it is available will support app acquisition and licensing with Azure AD accounts. Organizations will be able to volume-license apps and make them available to the users in their organization. This is then surfaced up in the Intune Company Portal.
Support for modern form factors Azure AD Join will work on devices that don't have the traditional domain join capabilities.
OS State roaming Things like OS settings, desktop wall paper, tile configuration, and websites will be synchronized across corporate-owned Azure AD joined devices.
Delivery CompletionThe Desktop Deployment Planning Services workshop is completed when you conduct the final presentation. This presentation should be attended by the Business Sponsor and the key stakeholders, with the following agenda: Review the project scope, goals, and discuss the workshop output–use the provided close-out
presentation workshop template. Gather feedback about the how the engagement was delivered and about this workshop. Discuss next steps and other follow-up activities.
The Findings & Recommendations document, as well as the other deliverables identified for the various engagement types, should be handed to the customer during this presentation. Any working session summaries should be provided within 1-2 days of completion of the engagement.
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REPORT the EngagementThe DDPS engagement has the following deliverables: Findings & Recommendations. The DDPS – Windows and Office Deployment findings and
recommendations is a mandatory deliverable and must be completed at the end of the engagement.It is the primary deliverable that records the results from the engagement. The document is divided into sections that correlate directly with many of the activities and sessions. The table below highlights the sections and the applicability for a given engagement (1, 3, 5, 10 and 15-day):
Document Section
Required Purpose and Comments
Document Purpose REQUIRED for all Introduction to the deliverable document and its intent.Session Participant Record
REQUIRED for all List of customer representatives that were part of the DDPS engagement effort
Problem Statement REQUIRED for all Summarize high level business drivers that should be considered for Windows and Office deployment.
Solution Statement REQUIRED for 1 day Provides a description of the platform features that can be used to solve the customer’s problems(s) as identified in the problem statement. For engagements that go beyond 1 day, you skip this section because you will be writing a solution concept that goes into more detail.
Identify Business Services Required
Based on the solution statement and information you have gathered from the customer, identify Windows and Office business services required to create the solution.
Current Environment
REQUIRED for all Summarizes information learned about the customer’s current environment.
Deployment Plan REQUIRED for 3 and 5 day This is a description of the high level solution idea, constraints, and issues/risks.
Next Steps REQUIRED for all Provides a summary of the next steps. These items should help summarize the scope of a follow-on engagement.
Planning Services Completion Report . This is a mandatory requirement to secure payment for the engagement. Someone with knowledge of the voucher numbers assigned and voucher submission process should help the consultant complete this step. For additional details please refer to the Partner Planning Services portal for required deliverables and submission process.
DDPS Customer Survey. An online survey about the engagement that is completed by the customer. An invitation to submit a Customer Survey is sent to the Planning Services Contact after you redeem the voucher in VVR. A third party sends this survey and the partner does not see it. Although this customer survey is optional, we urge you to ask your customers to complete it because it allows them to provide feedback on Desktop Deployment Planning Services.
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