DDPS 2011 Delivery Guide for Consultants
Desktop Deployment Planning Service 2011
Prepared for
DDPS Delivery Partners
Wednesday, 23 March 2016
Version 4.0
Prepared by
DDPS Partner Organization
DDPS@microsoft.com
Contributors
DDPS Delivery Partner
Prepared for DDPS Delivery Partners
Revision and Signoff Sheet
Information in this document is subject to change without notice.
Status
Document Status Information
 Document Version
4.0
 Version Date
December 2009
 Created by
Andrew Donnelly
 Reviewed by
Campbell, Reese
 Released by
Campbell
 Release Date
Change Record
Date
Author
Version
Change reference
04.20.11
Campbell
2011
Updated for DDPS 2011
Reviewers
Name
Version approved
Position
Date
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Windows 7 and Office 2010 delivery guide for consultants, Desktop Deployment Planning Service 2011
Prepared by DDPS Partner Organization "last modified on 23 Mar. 16, Rev 1
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Table of Contents
1
INTRODUCTION ............................................................................................................................. 5
2
Program Guidance ......................................................................................................................... 7
3
4
2.1
Desktop Deployment Planning Services (DDPS) Offering ......................................................... 7
2.2
DDPS 2011 Business Objectives ................................................................................................ 7
2.3
DDPS Certification ..................................................................................................................... 8
Delivery Consultant Pre-Requisites .............................................................................................. 9
3.1
General DDPS Consultant Skill Set Requirements ..................................................................... 9
3.2
Office DDPS Consultant Skill Set Requirements ........................................................................ 9
3.3
Materials to bring with you ..................................................................................................... 10
3.3.1
Hardware Requirements .................................................................................................... 10
3.3.1
Proof of Concept Considerations ...................................................................................... 11
DDPS Engagement and Delivery Framework ............................................................................. 13
4.1
Overview ................................................................................................................................. 13
4.2
Solution Development ............................................................................................................ 15
5
Summary ....................................................................................................................................... 17
6
Appendix A - Planning and Deploying Office 2010 with DDPS ............................... 18
6.1
7
8
Delivery Guidance ................................................................................................................... 18
6.1.1
Pre Engagement Questionnaire ......................................................................................... 18
6.1.2
Strategy Briefing Session ................................................................................................... 19
6.1.3
Architectural Design Sessions ............................................................................................ 20
6.2
Sample DDPS Agenda focused on Office 2010 ....................................................................... 22
6.3
Office 2010 Proof of Concept ................................................................................................. 23
Appendix A - Engagement Initiation Checklist .......................................................................... 24
7.1
General .................................................................................................................................... 24
7.2
Delivery ................................................................................................................................... 24
7.3
Documents & Tools ................................................................................................................ 24
7.4
PoC Environment.................................................................................................................... 25
7.5
Document manifest ................................................................................................................. 25
7.6
Partner Account Team Contacts .............................................................................................. 25
7.7
Microsoft Account Team Contacts .......................................................................................... 25
Office Deployment Additional Resources ................................................................................... 27
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9
Windows Deployment Additional Resources ............................................................................. 29
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Windows 7 and Office 2010 delivery guide for consultants, Desktop Deployment Planning Service 2011
Prepared by DDPS Partner Organization "last modified on 23 Mar. 16, Rev 1
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1
INTRODUCTION
This guide is designed to assist the consultant delivering the Desktop Deployment Planning Service
(DDPS) 2011 engagements to customers. The driving reason for the Desktop Deployment Planning
Service is to assist Microsoft’s Software Assurance customers in the deployment of Office 2010 and
Microsoft Windows 7 to new and existing workstations in their enterprise.
In order to accomplish this goal, Microsoft has provided the DDPS 2011 delivery consultant with a
series of presentations, planning tools, and technologies to convey the knowledge required to
perform a successful, standardized, and highly automated desktop deployment.
This guide will:

Identify several baseline skills that a consultant should possess in order to successfully deliver
a Desktop Deployment Planning Service engagement

Identify the recommended tools and technologies that a consultant should bring with them to
the Desktop Deployment Planning Service engagement

Provide guidance for the delivery of an Office-centric engagement for those organizations
who wish to focus the bulk of a DDPS engagement on issues related to deploying a
standardized configuration of Office 2010

DDPS program material is updated as needed and can be located here:
http://www.microsoftddps.com
Reminder: Submit your deliverable!!!
In order to get compensated as a vendor you MUST submit a Word formatted document that
contains the customer-specific deployment plan. This can either be one of the DDPS provided
templates or one of your own design. Failure to submit an appropriate DDPS deployment plan for
each customer engagement can result in termination from the DDPS program.
As of December 1st, 2010, all Partners will be required to complete and upload the Planning
Services Completion Report as well as the DDPS deployment plan to VVR as part of the voucher
redemption and payment process.
The Planning Services Completion Report is a new required deliverable that will not only allow
Microsoft to monitor the quality of engagements, but will also provide valuable insights for future
program enhancements. As with all required deliverables, failure to upload the Planning Services
Completion Report will result in suspension from the program until all required deliverables have
been received.
How to Submit DDPS Deliverables - Overview
When the partner has completed the DDPS engagement, they are ready to begin the process to
receive payment from Microsoft. Follow the below guidance to submit the Planning Services
Completion Report and invoice for payment.
Submit Planning Services Completion Report, attach DDPS Deployment Plan
Partners must submit required deliverables for the engagement using the Planning Services
Completion Report InfoPath Form.
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Required deliverables are defined as the output or result of the deployment engagement with the
customer (detailed in the Terms and Conditions for DDPS). Partners will be required to use a Live ID
to open the form.
Important Note! The Planning Services Completion Report will need to be saved locally to be
uploaded in the next step.
1. Upload Saved Planning Services Completion Report in VVR Tool to Redeem your
Voucher
Partners must upload the saved Planning Services Completion Report with the attached
customer deliverable for the engagement in the VVR Tool.
Microsoft will review these deliverables for proof of a unique engagement per customer and
for adherence to the Terms and Conditions. Failure to provide unique deliverables will impact
the partner's future participation in the program.
The partner redeems the voucher at the end of the engagement by submitting the required
deliverables through the Voucher Validation and Redemption (VVR) Tool, notifying Microsoft
that the services associated with that voucher have been delivered to the customer.
Once the partner has redeemed the voucher, the partner has the ability to:
Email a confirmation of the voucher redemption
View the confirmation in a Printer Friendly format
View the confirmation in Excel
Watch as Microsoft employees walk you through redeeming a voucher in the VVR Tool in this
video.
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2
PROGRAM GUIDANCE
2.1
Desktop Deployment Planning Services (DDPS) Offering
The Desktop Deployment Planning Service 2011 (DDPS) is a standardized packaged service offering
which is designed to assist customers with understanding the business value in migrating to Office
2010 System and/or Windows 7. It also provides customers with a better understanding of the
Microsoft tools, technologies and framework which will allow them to successfully remediate their
infrastructure to accomplish desktop migrations, and to increase their return on investment by
moving to a highly managed and standardized enterprise. It also provides partners with a set of
content that can be delivered as-is or customized as desired.
The Desktop Deployment Planning Service (DDPS) is offered in different engagement lengths; one,
three, five, ten or fifteen days. The duration of the engagement depends on the customers’ level of
Software Assurance on Microsoft Office products1.
One-day engagements are typically sufficient to provide customers with an overview of the
Microsoft deployment technologies and provide a high-level set of strategic recommendations
relevant to their environment.
Longer DDPS engagements (3, 5, 10. 15 days) may include the following activities and results:
2.2


On-site assessment of the customers current environment

Development of a high level deployment plan to assure the customer is utilizing proven
methodologies to guarantee a successful desktop Operating System and Office 2010
deployment

Detailed technical discovery and planning for Windows and/or Office 2010 including Image
Engineering, Deployment Engineering, Virtualization, Application Compatibility and / or
supporting management and deployment infrastructures

Understand and plan for application compatibility and remediation leveraging Microsoft
and 3rd party tools to implement an effective strategy

Implementation of Proof of Concept environments
Development of a high-level remediation plan to assist the customer with assuring their
infrastructure is optimized for the deployments and migrations
DDPS 2011 Business Objectives
Desktop Deployment Planning Service 2001 is being offered to meet the following goals:
1. Help customers increase Return On Investment (ROI) in



Microsoft Software Assurance agreements
Investment of Office 2010 and Windows 7
Microsoft Desktop Optimization Pack (MDOP)
2. Improve customer satisfaction by
1
https://iwsolve.partners.extranet.microsoft.com/Default.aspx
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
Accelerating the adoption and implementation of Office 2010 and Windows 7
Enterprise



Providing assistance in planning for deployment of Office 2010 and Windows 7
Providing access to partners with deep expertise in deployment
Reducing customer’s costs associated with engaging partners
3. Create a program for partners to:



Expand deployment opportunities available to partners
Provide revenue enhancement opportunities to partners
Help build deeper relationship with customers
4. Build standard and repeatable service offerings to:


2.3
Leverage MCS and partner expertise in the areas of deployment
Promote usage of latest Microsoft tools and technologies for deployments
DDPS Certification
All Microsoft Partners that will deliver Desktop Deployment Planning Service to customers must
pass the Exams in order to participate in the offering delivery. For DDPS 2011 engagements the
certification requirements is MCP exam 70-681.
Exam 70-681: TS: Windows 7 and Office 2010, Deploying replaced Exam 70-635 as the required
certification to deliver DDPS engagements. This new exam prepares consultants to deliver Planning
engagements for the most current Microsoft desktop technologies including Windows 7, MDT
2010, Office 2010 and others. Information about Exam 70-681, including an overview, skills
measured, preparation material, and registration information, is available here.
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3
DELIVERY CONSULTANT PRE-REQUISITES
3.1
General DDPS Consultant Skill Set Requirements
The Desktop Deployment Planning Service may be delivered by certified DDPS partners. DDPS can
be delivered by a single resource in many cases, but partners may need to use multiple resources if
a single consolidated skill set is not available. Often a winning team will use a combination of the
skills needed to succeed in customer satisfaction which leads to further engagements for the
solution. The consultants should have direct experience and in-depth knowledge in the following
areas:
Primary Technical Skills:
Additional Technical Skills:
 Office 2010 familiarity
 Windows 7 Enterprise
 MDOP
 Windows XP Professional
 Microsoft Deployment 2010 (MDT)
 Windows Automation Installation Kit (AIK)
 System Center Configuration Manager
 Application compatibility
 Application virtualization
 Software deployment
 Image generation and deployment
 Windows Deployment Services
 Windows Server 2008
 XML, HTA, VBS






Active Directory

Workstation management and configuration
(Group Policy)
Application and operating system migrations
Windows pre-installation environment (WinPE)
SQL 2005 or SQL 2008
Visual Basic Scripting
Any known products that will be affected by the
migration
 Security configuration of the workstation
 Patch management
 Office migration
 Networking
 Internet Explorer 8/9
 Office 2010 familiarity
Table 1 Primary and additional consultant skills for DDPS engagement
3.2
Office DDPS Consultant Skill Set Requirements
The Desktop Deployment Planning Service may in some cases focus specifically on Office planning
and deployment. A successful team will have a combination of the skills in general deployment
areas as well as specialization in Office. The following skill areas are recommended in those
scenarios.
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Product
Required skills
Office 2010
Deployment
Office 2010
Development
Office 2010
Application Features
Enterprise Deployment
Processes

Install process, configuration files, tools, and enterprise settings such as
Office security and Outlook profile







Office source management and configuration
Office Multilanguage architecture and deployment methods
Enterprise deployment methods
Office 2010 Application Compatibility concepts
Running Office Migration Planning Manager (OMPM)
Office 2010 Document file format concepts
Office 2010 Application built in compatibility features such as
Compatibility Mode and Code Inspector

For testing and remediation of custom Office solutions it is recommended a
consultant with developer experience be utilized. Knowledge of Visual Basic for
Applications and the object models of Office applications are required to
remediate legacy code design issues.

Knowledge of Visual Studio Tools for Office and Visual Studio .NET
programming languages and concepts may also be required if solutions are
developed in those developer platforms.

When conducting Office deployment and/or application remediation projects,
it is often common to encounter specific Office application technical issues or
proactive questions. Therefore it is beneficial for consultants to have a working
knowledge of Office application features.

Application compatibility remediation requires knowledge of Office application
features and how custom solutions interact with them. Changes to Office
applications and object models are thoroughly documented in the Office
Resource Kit (ORK)

Knowledge of products such as ConfigMgr is often necessary. It is also
common to need knowledge of scripted installs when no enterprise
deployment technology is available
Table 2 Office skills for DDPS engagement
3.3
Materials to bring with you
In order to assure a successful Desktop Deployment Planning Service the consultant should bring
several tools and technologies with them to engagement.
3.3.1
Hardware Requirements
The bare minimum hardware requirements that the consultant should possess in order to perform a
successful Desktop Deployment Planning Service engagement are displayed in the following table:
Hardware Type
Minimum Hardware Specifications
Laptop
Athlon XP or better
4 GB or more RAM
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160 GB Hard Drive
External (USB) hard drive
At least 1000 GB, USB 2.0 hard drive,
preferably external powered
Table 3 Recommended consulting hardware requirements for DDPS engagement
As the consultant may be running multiple virtual machines as part of DDPS 2011 delivery, the
more powerful the laptop the better. 4GB of RAM is a must (8GB+ preferred); as virtual machines
are typically resources intensive. An external USB hard drive is also a highly recommended for the
engagements. The virtual hard drives comprising the consultants’ demonstration environment
should be stored and run from the external USB hard drive; this will improve the performance of a
virtualized demonstration environment,
A few other pieces of hardware that assist with the proof of concept portion of the Desktop
Deployment Planning Service are as follows; a bus powered 1000 GB or larger USB 2.0 hard drives2,
a 16GB or larger USB 2.0 pen drive. These devices assist in the process of moving files from the
consultant’s laptop and virtualized environment to the customer’s lab. Additionally, the USB sticks
can be used to develop and demonstrate bootable USB Media Deployment Points.
As well as the requirements for the delivery consultants virtualized demonstration environments, a
projector, whiteboard and a conference room will are normally required for presentation portions
of the engagement.
3.3.1
Proof of Concept Considerations
In order to provide a comprehensive demonstration and to answer in depth questions during the
Architectural Design Session portion of the engagement, a functional virtual environment should be
available to the delivery consultant on their laptop. This can be on HyperV, Virtual PC or 3rd party
virtualization solutions.
To ensure the consultant’s technical prowess with all of the technologies presented during the
Desktop Deployment Planning Service engagement, the consultant should build out a virtualized
environment that allows for the demonstration of the various deployment technologies including:








Microsoft Deployment Toolkit (MDT)
Windows Automated Installation Kit (WAIK)
System Center Configuration Manager (ConfigMgr)
Microsoft SQL Server 2005/2008 (SQL)
Zero Touch Installation (ZTI)
Application Compatibility Toolkit (ACT)
Microsoft Assessment and Planning (MAP)
Other technologies as required
The delivery consultants should utilize the Hydration POC Guide document for guidance in
building their own portable environment as well as customer leave behind environments. The
hydration solution is the preferred way for the delivery consultant to build out the customers’ lab
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using MDT technologies and solutions. This approach will maximize the time during the
engagement to work with customer deployment scenarios rather than spending time on building
the required infrastructure manually.
Please obtain the POC Hydration toolkit and associated guidance from:
https://connect.microsoft.com/jumpstartpoc
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4
DDPS ENGAGEMENT AND DELIVERY FRAMEWORK
4.1
Overview
DDPS 2011 has been designed with the Microsoft Solution Selling Process (MSSP). And Microsoft
Solutions Frame in Microsoft Solutions Framework The MSSP framework includes Solution
Development, Solution (Strategy) Briefing, Architectural Design Session, and Proof of Concept
engagements. A description is provided here

Solution Development - A customer engagement in which participants identify known and
latent customer IT and business pains related to their infrastructure and other capabilities.
The goals are to qualify these opportunities as well as to discover others through a
capability gap analysis. The Power Sponsor must be identified. Solution Development aligns
to the Qualify and Develop stages in MSSP.

Solution (Strategy) Briefing - A customer engagement designed to garner Power Sponsor
validation and approval for a high-level, solution value proposition. Participants align
relevant supporting evidence, along with high-level customer specific estimates of
investment costs and benefits in order to refine the value proposition for the proposed
solution and stakeholders. It enables the opportunity team to further diagnose pains of
business decision makers, explore impact, and visualize solution capabilities. Solution
Briefing aligns to the Solution stage of the MSSP.
NOTE: When establishing the agenda for the engagement, it is a best practice to ensure
that the executive decision makers and members of the Microsoft account team (if
applicable) attend the Strategy Briefing Session.

Architecture Design Session - A customer engagement that enables joint
partner/customer design of a high-level technical solution based on the shared buying
vision established during the Solution Briefing. This solution is then used to refine the value
proposition in the Solution Proposal, create a deployment plan and bill of materials. ADS
align to the Solution stage of MSSP.
This results in the following organization of deployment tools and topics:


Plan: Infrastructure Remediation, Securing the Desktop, Application Compatibility, User
State Migration, Office Migration and Planning Manager (OMPM), Microsoft Assessment
and Planning (MAP), System Center Configuration Manager

Build: Imaging, Office 2010 customization (OCT), Windows 7 customization
(WAIK/MDT), Application shims (ACT), System Center Configuration Manager

Deploy: Deployment Process (Lite Touch, Zero Touch Installation), , System Center
Configuration Manager Operations Readiness

Operate: Patch Management, Group Policy Management, Optimized Desktop
Proof of Concept - A structured customer engagement that enables the activity owner to
prove solution capability and mitigate customer-identified risks by demonstrating agreed
points for the technical and value proposition. Proofs of Concept (PoC) results are used to
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refine the deployment plan, architecture blueprint and value proposition. This allows the
team to overcome final sales barriers. PoCs align to the Proof stage of the MSSP.

Engagement Summary - All engagements should end with an Engagement Summary
session, which is a session to formally deliver the design and any plan project timelines,
resources, or phases.
All key stakeholders should be invited to this final session, including stakeholders from among
those who attended the Strategy Briefing Session and the Architectural Design Session. This is
because the session ties together the technical decisions with the business drivers for the
solution. The appropriate recommendations document should be used for each of the
following items:

Brief the customer on relevant Microsoft Product Roadmaps and discuss how those
roadmaps might impact the project using the Deployment Roadmap presentation.


Review the Business Drivers and Risks identified during the Strategy Briefing Session.

Review the Requirements of the solution as recorded during the ADS and make any
adjustments now that the customer has been educated on the feature areas.


Finalize and document Design Choices that support the solution chosen.

Review and record any Outstanding Questions to ensure proper follow up.
Finalize and document the high level Solution that will accomplish the Business Drivers
identified and address the risks identified during the Strategy Briefing Session
Establish the project delivery model that will be used, including project timelines,
delivery model (such as the MSF team framework), and delivery framework using the
Project Delivery presentation.
When establishing the agenda for the Summary Session it is a best practice to ensure that the
original stakeholders and the key customer technical subject matter experts attend the summary
session.
DDPS 2011 engagement may include any combinations of these types of activities during the
delivery – each customer, each opportunity may require different lengths of each of these key
activities.
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4.2
Solution Development
The DDPS collateral provides you with presentation and delivery materials that have been
produced with deep involvement by Microsoft Services and product groups as well as marketing
and readiness teams.
Figure 1 Microsoft Deployment focus areas
These presentations are provided to help facilitate discussion with customers. While they may be
delivered in a formal setting they are expected to more frequently be used to support an informal
discussion. As many experienced presenters prefer to limit their use of presentation slides most
presentations are divided into two sections
Core slide content

MDT wheel / process – Enables the presenter to focus and emphasize the relationship of
Microsoft deployment tools and transition conversations


Agenda – Sample agenda structures covering tools, technologies and processes.

Infrastructure Optimization – Provides solution options for the feature team area in the
context of the infrastructure optimization model (basic, standardized, rationalized, dynamic)

Example whiteboard slides – One or more example whiteboard slides provide samples of
components that might be drawn for a unique customer environment

Proposed solution – Guides a discussion on a side-by-side current or proposed solution
design

Documentation – Helps ensure the feature area discussion is captured in the
recommendations document
Current solution – Guides a discussion and whiteboard session on the current feature team
solution
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Supporting detail slides

People, process, and technology slides
The core PowerPoint content is designed to accelerate preparation and delivery. However, a
successful DDPS 2011 Engagement is also dependent on a presenter’s ability to host informal
technical architecture discussions and provide prescriptive guidance for deployment and
management. Presenters are commonly expected to whiteboard potential solutions and a solid
understanding of the technology being discussed, as well as practical customer experience, is
necessary.
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5
SUMMARY
DDPS is designed to be flexible enough to be relevant to a wide variety of customer scenarios and
delivery requirements. One of those scenarios is helping customers to deploy only Office (for a
variety of reasons). While deploying Windows and Office together provides a compelling benefit for
new, refresh and replace scenarios (in the MDT context), it is understood that many customers will
have need to do Office only to legacy managed and unmanaged environments. It is expected that
the guidance in this section will assist the DDPS delivery consultant in understanding how the
existing DDPS materials can be focused on Office specific issues, requirements and
recommendations for customers.
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6
A PPENDIX A - P LANNING AND D EPLOYING O FFICE 2010
WITH DDPS
Many organizations may wish to focus the bulk of a DDPS engagement on issues related to
deploying a standardized configuration of Office 2010. This section serves as an appendix to the
core DDPS collateral and identifies recommended strategies for delivering an Office focused DDPS
session. It remains the responsibility of the delivery consultant to review the entire DDPS Delivery
Guide for complete guidance on this topic.
Much like a complete desktop migration or deployment, an Office only deployment requires some
key activities and decisions. For the most part, these follow the format established in the DDPS
collateral:

Plan - understanding the target environment, deployment requirements and desired Office
configuration

Build – creating the customer specific Office configuration, deployment infrastructure and
scripts


Deploy – the actual process or project to distribute Office bits to the client desktops
Operate – managing, securing, patching and supporting the Office implementation after
deployment
Delivery consultants may find it difficult to fill a 10 or 15 day DDPS engagement with Office only
content, however the strategy here is to focus more heavily on the security, management, and
virtualization issues associated with Office 2010 while also covering the basic MDT guidance around
deployment. Customers still need a deployment infrastructure, they still need to package or prepare
Office and they still need to manage Office. The remainder of this section will describe how to
segment out the various components of the DDPS collateral that can be used for an Office only
planning and deployment engagement under DDPS.
6.1
Delivery Guidance
6.1.1
Pre Engagement Questionnaire
Like any other DDPS the delivery consultant and/or the customers partner account team should
conduct a preflight briefing via conference call 1-2 weeks before the anticipated kick-off., At this
time the customer should have completed the Pre Flight Questionnaire (PFQ) document to assist in
identifying (or confirming) that the customer will require extra emphasis on Office 2010
deployment. Key indicators may include the following:

Already deployed their base OS with Office 2003 and want to follow up with Office 2010
deployment




May want to upgrade Office 2007 to Office 2010 SP2
May want to upgrade older versions of Office in place
May want to standardize unsanctioned configurations or components
Want to standardize both their modern desktops (Windows 7 + Office 2010) and their legacy
desktops (2000/XP + older versions of Office) on a single Office version
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The Pre Engagement Questionnaire (PEQ) is used to determine the high level Business and
Technical requirements and what infrastructure the customer currently has in place or available to
support the deployment. During the PEQ determine the overall scope of the Strategy Briefing
Session (attendees, location, duration, etc.).
6.1.2
Strategy Briefing Session
After determining in the PEQ that Office will be a primary focus for the DDPS the very next thing
you’ll need to do is modify some of the content. It is generally recommended that you go ahead
and plan to use your customized Strategy Briefing Session (SBS) overview deck with no more that
1-2 slides covering the major benefits and functionality of the MDT feature team guidance.
This is important as there are still some core opportunities to discuss:




PLAN
o
Office Migration and Planning Tools – OMPM
o
Office Enterprise Assessment Tool – OEAT3
o
Office Code Compatibility Inspector - OCCI4
o
Office Security Guide – OSG
o
Application Compatibility Toolkit – ACT
o
User State Migration Tool - USMT
BUILD
o
Integration of Office 2010 and the MDT Workbench
o
Office Customization Tool – OCT
DEPLOY
o
Deployment–ready infrastructures
o
ConfigMgr/SMS, Application Virtualization, Group Policy, Logon scripts, etc.
o
Office Compatibility Pack
OPERATE
o
Office management strategies and tools – GPO, ADMX
It is recommended that you demonstrate or discuss some or all of the following during the SBS:


Using the MAP/OEAT tools to identify Office 2010 capable platforms
Using the Application Compatibility Tool kit to identify the various Office versions in
production

Identifying Office compatibility issues with Office Migration Planning Manager and/or
OEAT


Using Office Converter Tool evaluate conversion of Office files to the XML format
Using ConfigMgr inventory to identify hardware platforms and deployed Office
versions
3
OEA primary purpose is to identify installed add-ins and may provide their known compatibility with 2010 applications.
These assessment tools can help consultants and customers assess current system compatibility readiness.
The OCCI is another assessment tool to assist IT pro’s, developers, help desk or even end users with analyzing VBA or
VSTO add-ins for potential compatibility issues.
4
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
Using the Asset Inventory Service to identify hardware and Office versions for remote
or unmanaged computers






Adding Office 2010 to the MDT Workbench as a core image component
MDT Workbench and Office Customization Tool integration
Customizing Office 2010 with the Office Customization Tool
Deploying Office 2010 with ConfigMgr (or Systems Management Server)
Deploying Office 2010 with Application Virtualization
Deploying Office 2010 with Group Policy
It is important to note that not all of the demonstrations and supporting scripts may exist within the
DDPS collateral. It is expected that any DDPS delivery consultant should be able to find and or
create these demos as part of basic delivery capabilities.
6.1.3
Architectural Design Sessions
In general for Office focused DDPS engagements there will often be a reduced focus on imaging or
deployment technologies. For example the customer may already be using Microsoft Deployment
Toolkit to create and deploy desktop images or they may have another 3 rd party tool. As a result
you will need to adjust the DDPS agenda to focus on Plan/Build/Deploy/Operate with respect to
Office 2010.
That said, the following ADS decks are recommended:

Deployment Overview (optional) – depending on the makeup of attendees for the Strategy
Briefing Session versus the Architecture Design Session you may need to revisit the
Deployment Overview deck at a more technical level. Again this should be 1-2 slides on each
area of the MDT wheel.

Activation - Make sure to include a review of the Office 2010 Activation process as it is totally
new, and requires a KMS infrastructure.

Office Deployment – this deck contains the bulk of the Office Guidance for DDPS. This deck
can serve as the core or you can go through the supporting decks below and build to a
summary using the Office Deployment as a big picture. You’ll want to emphasize the Office
Migration and Planning Manager (OMPM) and Office Conversion Toolkit (OCT) extras in this
deck as most customers moving to Office 2010 will need to be aware of document format
changes. Plan to cover XML impact by addressing the “when to convert my docs” question
and when to deploy the Office Compatibility Package to down-level versions of Office. Be sure
to consider the variety of options for delivering Office to end users:
o
Thick – as part of the base image (don’t forget pre-cached)
o
Thin – via Terminal Services, Citrix Presentation Manager, Server 2008 Presentation
Services
o
Virtualized – Windows 7 Enterprise Centralized Desktop (VECD), Diskless PC,
Application Virtualization
o
Side By Side –customers may have a need to run older versions alongside Office
2010. Application Virtualization is a good option here
o
Viewers only – some customers may have environments (POS, task worker, etc.) that
only need to read Office documents – viewers and Office Web Components may be
viable solutions for these scenarios
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
Core Infrastructure – hide some of the slides to focus on inventory tools in place or available
and the readiness of the network to store and or deploy an Office package. The presentation
material is to understand what the customer has in place now and recommendations to core
infrastructure which may include adjustments to core services that may have an impact or
impede successful deployment of Office.

Office compatibility – the OEA, OCCI, and the Application Compatibility Remediation Guide
are the preferred tools and processes to address Office 2010 compatibility. See
http://technet.microsoft.com/en-us/library/ee624356(office.14).aspx for more details

Application Compatibility – focus the deck on the core inventory features of ACT. Namely
deployed versions of Office and in a pinch its hardware inventory. Remember that you are
looking for add-ins too. Your goal with this deck is to understand what they have deployed
currently both in terms of versions of Office and any integrated applications. While ACT
doesn’t necessarily show dependencies or call out Office add-ins, having a manifest simplifies
identification.

Imaging – focus the decks and the discussions of options and benefits of adding Office 2010
to their core image. Be sure to highlight MDT/Office 2010 integration here. Your goal with this
deck is to ensure that the customer understands how Office only deployments should be
synchronized with core imaging processes.

USMT – this topic area with respect to Office 2010 should focus on the fact that USMT
already knows how to handle most aspects of an Office to Office deployment. Your goal here
is to help the customer understand and identify any Office specific settings that may need to
be retained for Office only deployments.

Packaging – this topic area may not be required unless there is Office 2010 specific add-ins
which require packaging or can’t be chained as part of an Office install. The goal here is to
help identify how Office 2010 will be deployed (ConfigMgr/SMS, GPO, logon script, 3rd party
software delivery). Each of these solutions may have different requirements in terms of flags,
and command strings.

Application Virtualization – can possibly address key co-existence and training issues for the
customer. Discuss how Application Virtualization can be used to deploy either Office 2010 or
older versions of Office for side-by-side requirements
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6.2
Sample DDPS Agenda focused on Office 2010
The following agenda is proposed for an Office 2010 only DDPS. Overall the topic areas are
designed around Plan/Build/Deploy/Operate. The core ADS sessions and topic areas are covered
during days 1-3, and lab work is based upon design decisions and requirements from the ADS.
There may be some additional customization to the existing DDPS presentation materials to
accomplish this for a 1 day Office only DDPS.
Day 1
Introductions
09:00
–
12:00
Strategy Briefing
Session
Deployment Overview
Day 2
Day 3
Build – Office Customization
Tool
Operate – GPO/ADMX6
Build – Imaging
Operate – Patching
Build - MUI
Operate – User Training
Office Versions /Features5
12:00
Lunch
Proof of Concept
in either:
Lunch
Lunch
Plan – OMPM Collect
13:00
Plan – Office Document
Formatting (XML)
Plan - OEA
17:00 Plan – ACT/MAP
Plan – USMT
Day 4 – Day
10/(15)
Deploy – SMS or
ConfigMgr
Deploy - Application
Virtualization
Deploy - MUI7
 Consultant’s VPC
environment
 Customers Virtual or
Physical environment
Operate – OpsMgr/MOM
Office Management Pack
Lab planning
Lab setup
Table 4 Sample Agenda Office only DDPS
5
Delivery consultants may want to use the additional decks to cover the various components and SKUs for Office
6
Delivery consultants may elect to spend a substantial portion of the DDPS ADS time on the use and configuration of
GPO/ADMX to support the deployment and operations of Office 2010
7
Developments and features of Server 2008 and some new deployment and presentation technologies are not necessarily
covered or contained in within DDPS .
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6.3
Office 2010 Proof of Concept
After delivering the key capabilities and options in the ADS, it is anticipated you’ll most likely move
to the lab phase to provide a hands-on environment for the customer using either your VPCs or
hydrating a PoC.
It is recommended to build, configure and demonstrate some or all of the following during the lab
portion:






Adding Office 2010 to the MDT Workbench as a core image component
Customizing Office 2010 with the Office Customization Tool
Add Office language pack to the Office build process in the MDT Workbench
Add the most recent patches to the Office build process using the updates folder
Deploy and use the OEA and MAP tools to identify Office 2010 capable platforms
Deploy and use the Office Migration and Planning Manager (OMPM)
o

gather details about files in the environment and determine file-level issues
Deploy and use Application Compatibility Tool kit to identify the various Office
versions in production

Using ConfigMgr inventory to identify hardware platforms and deployed Office
versions

Using the Asset Inventory Service to identify hardware and Office versions for remote
or unmanaged computers


Deploy Office 2010 using ConfigMgr
Deploy Office 2010 using Application Virtualization
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7
APPENDIX A - ENGAGEMENT INITIATION CHECKLIST
7.1
General

Client contact information

Client organizational chart

Directions to site

Parking details

Building access

Physical working environment

Typical workday, i.e. 8 a.m. to 5 p.m.

Holiday schedule

Dress code

Office etiquette

Area restaurants and services

Any additional related documents
7.2
Delivery

DDPS Presentations

POC scripts

Conference room(s)

Live Meeting invites/functionality

Projector(s)

Whiteboards

Network access (varies)
7.3
Documents & Tools

Customer contact information

Customer facility location address

Copy of the proposal

Relevant e-mail

Other relevant documentation

Software and Hardware Prerequisites
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
7.4
Engagement Toolkit

Agenda

Technical Presentations

Pre-Engagement Questionnaires

Final Day Delivery Templates
PoC Environment
Make sure you have the required demo VPC’s available to highlight and showcase the various
technologies introduced with DDPS engagement

Server VPC

Client VPC
7.5
Document manifest
A complete bill of materials document is included with the DDPS program materials and contains
all the required deliverables and guidance for conducting and finalizing the DDPS engagement

Pre-engagement questionnaire

Presentations

Hydration (POC) details

Sample Deployment Plan Templates
7.6
Partner Account Team Contacts
Full contact information for the following:

Consultant

Engagement managers

Architects

Account manager
7.7
Microsoft Account Team Contacts
Full contact information for the following:

Consultant

Engagement managers

Service line architect

Services Executive (services sales)

Account T/S
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
Account manager
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8
OFFICE DEPLOYMENT ADDITIONAL RESOURCES
You may wish to refer to these additional resources for deeper coverage on topics related to Office
deployment during DDPS engagements. NOTE: Some links may not be valid after publication of this
document.
Office 2010 Resource Kit
http://technet.microsoft.com/en-us/library/cc303401.aspx
Microsoft Office Migration Planning Manager 2010
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=81d208f0-7ace-499c-8975728c648b8b43&displaylang=en
Office Migration Planning Manager overview for Office 2010
http://technet.microsoft.com/en-us/library/cc179179.aspx
Assess your environment by using the Office Migration Planning Manager
http://technet.microsoft.com/en-us/library/dd901407(office.12).aspx
Office 2010 Tool: Office Environment Assessment Tool
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=EA33F615-188D-464E-BC643AB06AA43961
Office Environment Assessment Tool (OEAT) user's guide for Office 2010
http://technet.microsoft.com/en-us/library/ee683865.aspx
Office 2010 Tool: Compatibility Inspector
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=23C8A7F6-88B3-48EF-97109742340562C0
Microsoft Office Code Compatibility Inspector user's guide
http://technet.microsoft.com/en-us/library/ee833946.aspx
Application Compatibility Assessment and Remediation Guide
http://technet.microsoft.com/en-us/library/ee819096.aspx
Volume Activation of Microsoft Office 2010
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=311E7E71-EA1D-4DDD-BB36B68349DD9539
Office 2010 Administrative Template files (ADM, ADMX/ADML) and Office Customization
Tool
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=64B837B6-0AA0-4C07-BC34BEC3990A7956
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Office Customization Tool in Office 2010
http://technet.microsoft.com/en-us/library/cc179097.aspx
Changes in Office 2010
http://technet.microsoft.com/en-us/library/cc179110.aspx
Deploy Multilanguage Packs for Microsoft Office 2010
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=C37047C3-C7EE-4946-89271B2C3CA5F510
Product and feature changes in Office 2010
http://technet.microsoft.com/en-us/library/cc178980.aspx
TechNet Virtual Labs
http://technet.microsoft.com/en-us/virtuallabs/default.aspx
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9
WINDOWS DEPLOYMENT ADDITIONAL RESOURCES
You may wish to refer to these additional resources for deeper coverage on topics related to
Windows deployment during DDPS engagements. NOTE: Some links may not be valid after
publication of this document.
Microsoft Deployment Toolkit
http://technet.microsoft.com/en-us/solutionaccelerators/dd407791
Microsoft Assessment and Planning (MAP) Toolkit
http://technet.microsoft.com/en-us/solutionaccelerators/dd537566.aspx
Microsoft Application Compatibility Toolkit 5.6
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=24da89e9-b581-47b0-b45e492dd6da2971&displayLang=en
The Windows® Automated Installation Kit (AIK) for Windows® 7
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=696DD665-9F76-4177-A81139C26D3B3B34
The Windows® Automated Installation Kit (AIK) Supplement for Windows® 7 SP1
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=0AEE2B4B-494B-4ADC-B17433BC62F02C5D
Microsoft Application Verifier
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=C4A25AB9-649D-4A1B-B4A7C9D8B095DF18
User State Migration Tool 4.0 User's Guide
http://technet.microsoft.com/en-us/library/dd560801(WS.10).aspx
Windows 7 TechCenter
http://technet.microsoft.com/en-us/windows/dd361745.aspx?ITPID=article
Deploying Windows® 7 Essential Guidance from the Windows 7 Resource Kit and TechNet
Magazine
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=ee2a1d38-88a9-43b3-95bc7e962f0b6030
Internet Explorer Administration Kit (IEAK) Information and Downloads
http://technet.microsoft.com/en-us/ie/bb219517.aspx
Desktop Virtualization
http://technet.microsoft.com/en-us/windows/gg276319.aspx
Virtualization and manageability technologies for Enterprise
http://www.microsoft.com/windows/enterprise/products/mdop/default.aspx
Best Practices for BitLocker in Windows 7
http://technet.microsoft.com/en-us/library/dd875532(WS.10).aspx
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Microsoft Security Compliance Manager
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=5534bee1-3cad-4bf0-b92ba8e545573a3e&displayLang=en
The Deployment Guys
http://blogs.technet.com/b/deploymentguys/
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