This document is for use only by Microsoft employees and approved Microsoft Partners.

131 Pages·2015·5.07 MB·English

by  Laurie Shrout

This document is for use only by Microsoft employees and approved Microsoft Partners.

© 2015 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks
and/or trademarks in the U.S. and/or other countries.
Table of Contents
Understanding the platform ............................................................................................................................... 4
Office 365 deployment scenario .................................................................................................................. 6
Network diagrams ........................................................................................................................................ 7
Software included ......................................................................................................................................... 8
CIE supported hardware ............................................................................................................................ 9
Office 365 Provisioning..............................................................................................................................12
Setting up on the front end ..........................................................................................................................15
Client imaging (USB) ...................................................................................................................................16
Client Setup ...................................................................................................................................................21
Client Setup (Government) .......................................................................................................................31
Client Setup (Healthcare) ......................................................................................................................... 41
Client Setup (Higher Education) ............................................................................................................ 49
Client Setup (K12) ........................................................................................................................................ 58
Windows Phone 8.1 devices .....................................................................................................................71
Appendix ................................................................................................................................................................. 78
Advanced Setup ............................................................................................................................................... 79
Enabling Dynamics CRM Insights .......................................................................................................... 80
Enabling CRM & SharePoint Integration ............................................................................................ 83
Setting Up Contextual Yammer in CRM ............................................................................................. 88
Customize clients using the CIE Client Setup Assistant ................................................................. 90
Dynamics AX Companion Apps Setup................................................................................................ 94
Setup Live IDs............................................................................................................................................... 95
iOS Guidance: iPad .................................................................................................................................... 96
iOS Guidance: iPhone ............................................................................................................................. 100
Lync ............................................................................................................................................................... 100
Android Guidance .................................................................................................................................... 104
O365 Email Android ................................................................................................................................ 104
Windows RT Guidance ............................................................................................................................ 107
Setup PPI Device ....................................................................................................................................... 109
Crestron Skype for Business Room System ...................................................................................... 110
Intune Guidance ..........................................................................................................................................111
Troubleshooting .............................................................................................................................................. 119
CIE Client Setup Assistant ...................................................................................................................... 120
Environment ..................................................................................................................................................... 121
Room setup ................................................................................................................................................ 122
System accounts and passwords......................................................................................................... 123
Known Issues ................................................................................................................................................... 124
Dirty environment found........................................................................................................................ 125
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Project Web App missing Quick Links ............................................................................................... 126
Yammer tile missing in Office 365 navigation ................................................................................ 128
Yammer web parts in SharePoint don't display content ............................................................ 129
Questions & Support.................................................................................................................................... 130
Support Information ................................................................................................................................. 131
3
Understanding the platform
Purpose
The Customer Immersion Experience (CIE) platform provides a solution for those in the field who
need to set up and configure a clean and fully configured, lab-like environment that will be used
to engage their customers in an interactive manner.
CIE can be delivered either using Office 365 services or using On-premises servers. We
recommend delivering the CIE using Office 365 and align with Microsoft’s larger vision to “Lead
with the Cloud” where possible.
The Technical Guide contain critical instructions that must be followed in order to set up and
configure the environment correctly prior to your first and all subsequent sessions. It provides
detailed information regarding the hardware, software, network and accounts/passwords that
are a preface to delivery of your first CIE session. Both the Office 365 and the on-premises
guides are available in separate downloads on MicrosoftCIE.com.

Setup Time
When utilizing the CIE on-premises platform, a full day should be allocated for the initial setup
and deployment. This estimate includes physical setup of the server, setting up the Virtual
Machines (VMs), client deployment to each of the session participants' devices, and quick tests
to verify successful deployment.
When using CIE for Office 365 platform deployments, you can obtain a QuickTenant
immediately at www.MicrosoftCIE.com or create a tenant with a custom domain name. If you
need a custom domain name, it is recommended that you start the Office 365 provisioning
process a week in advance of the initial setup of the remainder of the CIE environment. All setup
should be scheduled and completed well in advance of your first CIE session.

Other Considerations
For technical support, contact [email protected]. CIE technical support has a one-
business-day Service Level Agreement (SLA) based on Central Time (CT). Please keep this in
mind when planning setup, should you encounter any issues.
Legend:
Key Step
“Key steps” are called out in the right-hand column and are important steps to note during the
setup on the CIE environment.
Common Questions
“Common questions” are called out in the right-hand column and include questions that have
regularly been asked by facilitators.
4
Contact Technical Support
“Contact Technical Support” are call-outs (located in the right-hand column) that refer to
instances in which in it may be necessary to contact [email protected] in order to
resolve an issue.
Setup Tips
“Setup tips” are call-outs (located in the right-hand column) that should be reviewed prior to
deployment of your CIE environment. These are your tips, tricks and general items to be aware
of when setting up the CIE platform.

5
Office 365 deployment scenario

The deployment scenario for Office 365 provides you with a completely stand-alone CIE
solution, where the Windows client machines are setup and deployed through a USB thumb
drive. In this scenario, we are showcasing Microsoft cloud services, particularly the new wave
of the Office 365 suite of products. While this path provides for no server infrastructure to
deliver a session, you will need Internet access through Wi-Fi or a mobile broadband device.
Internet connectivity is not provided through the platform and all devices will connect
directly to the Internet where the session is being delivered.
Provisioning the traditional Office 365 CIE tenant averages 8-24 hours, pending service
availability. It is recommended that you start the provisioning process a week in advance of
the initial setup of the remainder of the CIE environment.

6
Network diagrams

In the Office 365 deployment scenario, you will create USB thumb drive(s) from the ISO image
downloaded, as discussed in this page Client imaging (USB), booting each of the Ultrabook
devices from the USB thumb drive.

Once the online tenant has provisioned and the Ultrabook and tablet devices are ready, you
can use any wireless LAN or a mobile broadband service to deliver the session.

7
Software included

Client Software:
Common Question
• Windows 10® Enterprise operating system
It is intended and highly
• Microsoft Office® Professional Plus 2016 (32 recommended that all
bit) client machines be reset
• Microsoft Visio® Professional Plus 2016 (32 bit) after each session. This
will remove any
• Microsoft Project® Professional Plus 2016 (32
remaining content
bit)
(malicious or otherwise)
• Microsoft Dynamics® CRM 2015 for Microsoft from the previous CIE
Office Outlook (32 bit) customer briefing and
ensures your attendees
• Microsoft Application Virtualization (App-V)
are all getting a
Client 5.0 SP2
consistent experience.
Online Services:
• Office 365 (E3) The CIE for Office 365
client image utilizes an
• Power BI for Office 365
evaluation build of
• Dynamics CRM 2015 Online (Leo) Windows 10, allowing for
you to showcase CIE for
• Yammer (Standard)
Office 365 without the
• Project Online need to activate
• Intune Windows with a standard
key.
Windows 10 activation:
In the 8.0 release, the Windows Enterprise Evaluation
client license has a 90-day grace period that must be
activated over the Internet within an hour of startup or
the PC will power off.
Office 2016 activation:
Office Professional Plus 2016, as well as Visio and
Project are pre-installed in the various clients and are
rearmed at the end of the initial client operating system
deployment task sequences as well as when resetting
to the CIE OOBE snapshot. As long as you are resetting
the client before each session, you should not
experience any issues or reduced functionality with
Office 2016.

8
CIE supported hardware
The CIE for Office 365 deployment scenario requires the following back-end hardware:
• 1 802.11n WAP or a sharable broadband Internet connection device that will provide
wireless Internet for the Windows 10 devices and Windows Phone 8.1 devices that will
connect to the Office 365 tenant.
The CIE for Office 365 platform requires the following front-end hardware:
• A Windows 10 image is deployed onto the devices via a 16GB USB thumb drive (The
more thumb drives you have prepared, the more client machines you will be able to
image simultaneously)
• Optional Windows 10 tablet device for the facilitator
• Optional WiDi display adapter that allows the facilitator to project from the tablet
device without a video cable
• Optional PPI touch device
• Optional Polycom CX500/600/Roundtable connected to facilitator's device
• At least one Windows Phone 8.1, but preferably one phone for each persona
• 8-10 in-built or USB webcams
• 8-10 headsets
The CIE 8.0 platform supports the devices listed below for 64-bit deployments. While we
expect there to be many new Windows 10-certified devices added to this list in the future,
we cannot provide troubleshooting and technical support for devices that you attempt to
use outside of the list below.
• Dell XPS 12-9QXX Evaluation License only
o Supported via 64-bit USB Client Imaging
o Tested BIOS Options:
o Secure Boot Mode: Standard
 Secure Boot: Enabled
 Under Boot > UEFI BOOT: Be sure Windows Boot Manager is at the
top of this list
• HP ENVY Touchsmart Sleekbook 4
o Supported via 64-bit USB and PXE Client Imaging
o Tested BIOS Options:
 Intel Rapid Start: Disabled
 Intel Smart Connect: Disabled
 Legacy Support: Enabled
 Secure Boot: Disabled
• Lenovo Twist
o Supported via 64-bit USB and PXE Client Imaging
o Tested BIOS Options:
 UEFI/Legacy Boot: Legacy Only
• Lenovo X1 Carbon Touch
o Supported via 64-bit USB and PXE Client Imaging
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o Tested BIOS Options:
 UEFI/Legacy Boot: UEFI Only
 Secure Boot: Disabled
• Lenovo X1 Carbon
o Supported via 64-bit USB and PXE Client Imaging
o Tested BIOS Options:
 UEFI/Legacy Boot: Legacy Only
• Lenovo Yoga
o Supported via 64-bit USB Client Imaging
o Tested BIOS Options:
 Boot Mode: UEFI
 Secure Boot: Disabled
• Lenovo Yoga 11s
o Supported via 64-bit USB Client Imaging
o Tested BIOS Options:
 Boot Mode: UEFI
 Secure Boot: Disabled
• Microsoft Surface Pro 2
o Supported via 64-bit USB Client Imaging
o Tested BIOS Options:
 Secure Boot: Enabled
• Dell Venue 11 Pro
o Supported via 64-bit USB Client Imaging
• HP Split
Supported via 64-bit USB Client Imaging
o
• Surface Pro 3
o Supported via 64-bit USB Client Imaging
o Delete secure boot keys
o Disable secure boot
o Please note for full functionality of the Surface Pro 3 Pen, you must pair it to
the device. Open the start menu, begin typing 'Bluetooth Settings' and select
that app. Then, hold down on the top of the Pen for 7 seconds until you see a
green light blinking on the pen. This will make the Pen temporarily
discoverable. While the Pen is discoverable, choose 'Pair' on the Surface Pro 3.
Once complete, the top button of the Pen will open OneNote when pressed.
Please be aware that a Microsoft account may be required to allow the full
functionality of this feature.
o For additional information regarding the use and features of the Surface Pro 3
Pen, please visit http://www.microsoft.com/surface/en-us/support/touch-
mouse-and-search/surface-pen
Minimum Specifications
Outside of the supported device list above, the specifications below will assist you in
choosing other client machines to support CIE.
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