Deployment Considerations for Office 2010

1. Deployment Considerations for Office 2010 Alistair Speirs Office Technology Specialist Microsoft Australia

2. Deployment: The Noise Office 2003 love / “Good enough” End user training No deployment partners OS upgrade needed Office 2010 Deployment Deployment cost Macros don’t work OpenXML File format change Application Compatibility Limited resources Ribbon UI

3. What The Customers Are SayingIdentifying where the customers are looking for help Quarterly Desktop Deployment Tracker Survey to IT Pros • Deployment tracker survey provides insight to customers’ needs • Under estimation of needs for user training • Results reflected in tools and resources • Deployment is a rated as an area of little pain • Consider what additional resources can be used to help 40. Thinking about Microsoft Office in general, what, if any, are the biggest areas of pain or frustration you have with Microsoft Office? (Top 3/N=552)

4. Where Are You Today? • Office Today • 2003? • 2007? • Prior version(s)? • 2010 Readiness • Start testing Office 2010 with Beta • Initiate assessments to prepare • Begin you planning cycle

5. Deployment Planning MethodologyProper planning is key to customer success

6. Envision • Create a business case • How do the new Office 2010 features improve the way you do business? • Where do you see the platform benefits? • What does your Enterprise Agreement (EA) and Software Assurance (SA) benefits provide you during an upgrade? • Document the Vision and Scope of the project • Define a Project vision and schedule • Include a conceptual design • Capture Technical Requirements • Document risks • Assess the Current Desktop Environment

7. Office 2010 Investment AreasThe Best Productivity Experience Across the PC, Phone & Browser • E Work Better Together Bring Ideas to Life Use Office Anywhere The Practical Productivity Platform Insights from Information Collaboration Without Compromise PC, Phone &Browser Security, Manageability & Performance

8. Share Expertise & Stay ConnectedWhat the Analysts are Saying • E Work Better Together Bring Ideas to Life Use Office Anywhere The Practical Productivity Platform Butler Group – Argues that employees spend up to 25% of their working day on non-productive, document collaboration related tasks. —domain-b.com, “Document Collaboration Inefficiencies” 2007

9. Manage Volumes of Digital Information What the Analysts are Saying • E Work BetterTogether Bring Ideas to Life Use OfficeAnywhere The Practical Productivity Platform Gartner – “Gartner predicts that by 2013, More than 25 percent of the content that workers see in a day will be dominated by pictures, video or audio.” —Gartner, “Video Killed the Document Czar.” December 2008

10. Work From More Locations & Devices What the Analysts are Saying • E Yankee Group – 39% of corporate employees characterize themselves as mobile workers. On average, they spend 47% of their time away from their primary workspace. —Yankee Group, Anywhere Enterprise: 2009 U.S. Empowered Employee Survey, June 2009 Work BetterTogether Bring Ideas to Life Use OfficeAnywhere The Practical Productivity Platform

11. Connect Business Processes to Desktops What the Analysts are Saying • E Basex – In a recent Basex survey, 90% of knowledge workers reported they had downloaded or installed add-ons and plug-ins, and a further 80% said they had actually written their own code and macros to improve and streamline the software they used. —Basex, “Building Knowledge Worker Tools From the Ground Up" March 2008 Work BetterTogether Bring Ideas to Life Use OfficeAnywhere The Practical Productivity Platform

12. Rapid Development for Business ApplicationsOffice is the Best User Experience for SharePoint Services and Line-of-business Processes • The Practical Productivity Platform • Challenge: Make users productive participants across a broad array of processes without encumbering them with multiple applications, tools and systems • Office and SharePoint Platform: Office as the “front-end” for line of business and SharePoint based solutions. Deliver LOB data to Office through new Business Connectivity Services. Office is the best consumer of SharePoint solutions for workflow, forms, collaboration and Social Networking. • Potential savings/efficiency gains: Delivering business applications through Office reduces user training cycles, improves data center utilization and increases worker effectiveness for complex business processes LOB Systems

13. Maximize Performance On New and Existing Hardware • The Practical Productivity Platform • Challenge: Make the most of existing investments and take advantage of hardware evolution while introducing new capabilities. Legacy Systems • Performance Improvements: Better multi-core processor utilization and a new 64-bit client make the most of hardware. • Additional performance enhancements in specific areas include Excel charting, Outlook speed improvement and PowerPoint animation performance. Netbooks • Potential savings/efficiency gains: System requirements are unchanged to help avoid the need for new hardware and Office 2010 runs well on cost-effective Netbooks. Office 2010 can also maximize new hardware investments through PowerPoint advances on graphics cards and because X64 enables huge grids for power Excel users. New Systems

14. Realize Server InvestmentsPut the Power of the 2010 Servers into Their Hands with Office 2010 Client Server • OCS”14” * • Communicator 2010 Share an Office application with others in one click Unified Communications See presence and contact others from within your shared document with IM or voice • OCS 2007 RC2 • Word 2010Communicator 2010 See voice mail transcripts and faxes right in your inbox Business Intelligence Consolidate & quickly analyze and vast amounts of data. Share & Refresh powerful BI models in SharePoint • Outlook 2010 • Exchange 2010 • SharePoint 2010 • Outlook 2010 • PowerPivotfor Excel add-in • Exchange 2010 • SharePoint 2010 • Word 2010PowerPoint 2010 Edit the same document at the same time Use & update SharePoint documents and lists when you’re not connected • SharePoint 2010 • SharePoint Workspace 2010 (formerly Groove) Collaboration Quickly broadcast a slideshow right from within PowerPoint • SharePoint 2010 • PowerPoint 2010 Avoid sending sensitive mail to the wrong people with help from Mail Tips and keep security a priority with Retention Policy and Automated Policy Application • SharePoint 2010 • Word 2010 Enterprise Content Management Enhance content management with smart templates that populate document metadata • SharePoint 2010 • Office 2010 Easily access rich client/server capabilities with the Backstage view in Office 2010 *Microsoft Office Communicator "14" and Microsoft Office Communications server “14,” scheduled to release in the second half of 2010, will be required for this functionality. Any future functionality and timing is subject to change.

15. Planning • Determine compatibility with the existing environment • Office Environment Assessment Tool (NEW!) • Office Migration Planning Manager (OMPM) • Office Code Compatibility Inspectors (NEW!) • Microsoft Assessment and Planning Toolkit (MAP) • Prepare for release • Administrator training • Engage Desktop Deployment Planning Services (DDPS) if you have Software Assurance (SA) Benefits! • And/Or Schedule a Premier Office Deployment Workshop • End-user training • Home use (HUP) to drive adoption • Understand Software Protection Platform (SPP) licensing • Key Management Service (KMS) • Multiple Activation Key (MAK)

16. Planning • Should we move to 64 bit?

17. 64-bit Office 2010Some key considerations for 64-bit Office • Supports large memory requirement – files over 2GB • Add-in compatibility concerns • Macro re-work for existing solutions • Side by side installation with 32-bit • Target 64-bit for users with large data requirement, i.e. Excel power users • Consistent deployment and management experience • 32-bit Office runs on 64-bit OS

18. Planning • Which version should we deploy?

19. Get More in Office Professional Plus 2010 • With SharePoint Workspace, OneNote and Office Web Apps Experience Business Productivity Servers Through Office Professional Plus 2010 Initiate workflow from within Office for better process management Make presence and instant messaging easy with Communicator Protect IP with Rights Management Take SharePoint content offline with SharePoint Workspace (formerly Groove) Work with line of business information directly in familiar Office applications Excel SharePoint Workspace (formerly Groove) Office web applications Word Outlook Access OneNote Publisher InfoPath Communicator PowerPoint Key Updates to Office Professional Plus 2010 Business Contact Mngr SharePoint Workspace OneNote Deeper server integration Office Web Apps = New

20. Build • Prepare for deployment • Review the 2010 Office Resource Kit • Utilize the Productivity Hub • Leverage the Enterprise Learning Framework • Develop the solution • Customize your Office 2010 package • Office Configuration Tool (OCT) • Config.xml • Setup • Group Policies • Select An Enterprise Deployment Method • Implement or utilize enterprise deployment infrastructure tools, i.e. System Center Configuration Manager

21. Realizing Office 2010Configuration & Management • Build Package • Define applications and preference • Bundle supporting elements, i.e. • Add-ins, languages, guides, etc. • Control Environment • Enforce system wide policy • Control Office application @ a granular level – over 4000 objects • Office Configuration Tool(OCT) • Config.xml • Group Policies – Office admin templates • Deployment • Many methods for delivering install packages (caching, MSI, scripts, SCE/SCCM, virtualization) • Deployment method influences degree of control & monitoring • Guidance • Office Resource Kit (ORK) • Security Guide • TechNet Community • TechNet Resource Centers

22. Office Customization Tool • The primary tool for most customizations • Saves customizations in a Setup customization (.msp) file • Customizes the following areas: • Setup • Features • Additional content • Microsoft Office Outlook • Mange Registry settings • 2010 Deltas include SPP support

23. Office Customization ToolBuild deployment packages to fit business requirements

24. OCT 64-Bit SupportLeverage existing packages to create 64-bit deployments • On an x64 machine, users can use the 64-bit OCT • 32-bit patches cannot be applied to 64-bit Office products • Users customize once for a mixed environment: • The 32-bit OCT can import 64-bit patches and apply them to 32-bit products, and then export 32-bit patches as 64-bit patches • The 64-bit OCT can import 32-bit patches and apply them to 64-bit products, and then export 64-bit patches as 32-bit patches

25. Group Policies • Administrators can use Group Policy to mandateuser settings for Office • Office policy settings are contained in the Administrative Template (.adm or .admx and .adml) files • Administrators can use settings to create highly restricted or lightly managed desktop configurations • Group Policy settings have precedence over OCT settings • Administrators can use settings to disable file formats that are not secure across the network • Over 4000 group policy control objects

26. Group PolicyOffice admin templates allow IT to control features available for end users

27. Stabilize • Stabilize a release candidate • Conduct thorough lab testing to validate the install configuration, deployment infrastructure, and process • Conduct a significant production pilot • Identify business units and users to further prove out deployment processes • Capture and resolve pre-production deployment issues • Review the Release Readiness Milestone

28. Deploy • Deploy • Microsoft System Center Configuration Manger • Application Virtualization • Deploy core IT service solution components • KMS • MAK • Conduct Local Installation Source Pre-cache Install • Execute local install • Stabilize deployment

29. DeploymentMethods to manage the deployment • Network Share Managed Deployment Group Policy Startup Scripts System Center Configuration Manager Virtualization

30. Config.xmlAdditional controls to customize the deployment package • Secondary tool for customization of the Office package • Use OCT first then use Config.xml to override MSP Settings • Only way to deploy Language Packs • Enables chaining of deployments

31. Operate • Helpdesk and Support • Error Reporting • Patch Management • Feature or Settings Updates • End User Training • Capture the Business Value!

32. Training…

35. Office of the past was a tool for it’s time

36. What Do These Have In Common? • Find out the current number of words • Turn on speech command and control • Create a SharePoint Document Workspace • Print Envelopes • Open the Visual Basic Editor • Turn on hyphenation • Merge the contents of multiple documents • Start a web conference • Tweak AutoCorrect settings

37. They’re all on theWord 2003 Tools menu!

38. Science: The Role of Data • Over 3 billion data sessions collected from Office users • ~2 million sessions per day • Over the last 90 days, we’ve tracked352 million command bar clicks in Word • We track nearly 6000 individual data points • We couldn’t have done this without data!

39. Science: Using Data

40. Resources

41. End User Readiness Intranet

42. Office Software Assurance BenefitsLeverage the benefits you have For more information about these and other benefits, see http://www.microsoft.com/licensing/sa/default.mspx

43. Packaged ServicesUtilizing planning services can get customers moving • Planning services can help customers get started • Planning services are being updated to reflect the latest Office 2010 content • Structured services to drive plan creation • Desktop Deployment Planning Services (DDPS) • Increase usage, improve productivity, and lower costs • Develops a comprehensive deployment Includes analysis, business case, process, and technical procedures. • Business Value Planning Service (BVPS) • Document, analyze, and design a plan to help unlock potential of the existing investment, • Drives change and improves business processes

44. Summary • Throughout the day we will be fleshing out these concepts. • Important to start planning early • Proper plan can avoid issues later • Leverage SA benefits to help to things started • Office 2010 will be offering resources to help mitigate prior customer issues • Get engaged on the Office 2010 TechNet site

45. © 2009 Microsoft Corporation. All rights reserved. Microsoft and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.