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left57926700Enterprise Hero DemoTarget Length: 45 minutesLast updated: Dec 2, 2013Demo Outline“Hero” Demo core requirements/assumptions:Being delivered with Windows 8 tablet + keyboard/stylus or touch-enabled laptopConnected to Office 365 E3 trial tenant pre-populated with content through Demo Content Tool“Buddies” required for Lync multi-party video“Hero” Core demo scenario:Katie Jordan works in Sales for Contoso, managing various corporate accounts like Northwind Traders. This demo gives the audience a day-in-the-life look at how Office clients and server products help make Katie more effective and return value to her enterprise organization.Features:Outlook and ExchangeOffice visual updates, PeeksQuick Actions and Inline ReplyApps for Office (Mail Apps for Outlook)Data Loss Prevention Policy TipsSite Mailboxes in OutlookIn-Place eDiscoveryWordStart screen for authoring appsLogging in; “personal” OfficeResume ReadingReply CommentPDF ReflowRead mode, Object ZoomExcelFlash Fill, Quick AnalysisPower ViewPowerPointSmart GuidesMerge Shapes and formatting union of shapesSimplified SharingPresenter View, Slide Zoom, Slide Navigator“Present Online” through LyncOneNote app for Windows 8Windows 8 app design principlesRadial menuInkingSearch (Windows 8 integration)ProjectProject Pro tasks published to SharePoint Team SiteTasks in SharePointResource managementVisioVisio Services diagrams“Data connected” diagramsComments on shapesClient new look/feelMore professional diagrams, Office artifacts on shapesSharePoint & YammerSharePoint Team SiteYammer Activity feed, following people and groups, external networksTasks, SkyDrive Pro, following docs, following sitesWeb App PreviewIn-Place eDiscoveryLyncWindows 8 app (Contacts, favorites, groups, upcoming meetings, active IMs, video streams)Contact card/presenceQuick actionsEscalate from IM to voice/videoMulti-party HD videoPresent PowerPoint online through PowerPoint Web AppMeeting viewsAdd contentSetup Requirements1. Set up the demo environments you’ll need to use:Prepare your Office 365 tenant demo environmentVisit and log in with the appropriate credentials.Navigate to the “Create Demo” page, and follow instructions from there to set up an Office 365 E3 Trial Tenant with demo content pre-populated withinNote: the provisioning tool may take up to 24 hours to complete. When finished, you will receive an email to let you know that provisioning has completed.Demo environment login credentials to remember (the provisioning tool sets this up for you):Username: KatieJ@<tenant>. Password: pass@word1Username: RobinC@<tenant>. Password: pass@word1*Note, you need to replace <tenant> in the Office 365 email address above (and URLs below) with the custom domain from your Office 365 tenant. E.g. if your tenant domain is @CustomerDemo1., <tenant> would be replaced with CustomerDemo1.2. Once your new Office 365 tenant is done provisioning and the content tool has been run, open in a web browser the following Office 365 SharePoint sites/document libraries from which this setup guide will ask you to open or locally save demo documents.Documents to save locally (“DemoDocs”): Team Site: Management Site: Center:. Prepare the demo equipmentGet your demo device: Windows 8 tablet + keyboard/stylus or touch-enabled laptopInstall Office from E3 trial account if you don’t already have it on demo machineNavigate to in with KatieJ Office 365 credentials (you may need to use the tenant admin account for installing Office)Click “install software and connect it to the cloud”Click “The latest version of Office” and then “install” on the next pageInstall Project Professional by following instructions from this link on TechNet. You should be able to use the Live ID you already set up for Katie Jordan.Install Visio Professional by following instructions from this other link on TechNet. You should also be able to use the same Live ID you set up for Katie Jordan in step #8 below.Make sure tablet is connected to a projector using a VGA dongle or WiDi receiver and in duplicate mode for the entire demo until the PowerPoint presentation portion of the demoCreate Windows 8 local user account (not a Microsoft account) for Katie Jordan and set her photo on the Windows 8 Start screen from the SharePoint “DemoDocs” document libraryPrepare Office apps for Katie’s Windows profile per belowOpen Desktop Internet Explorer 10, log into the Office 365 with KatieJ credentialsLog Robin Counts (RobinC) into another local Windows account and set her photo from the SharePoint “DemoDocs” document library.Prepare Project for RobinC Windows profile per belowOpen Desktop Internet Explorer 10, log into the Office 365 with RobinC credentialsNote: you could do Robin’s portions of the demo from within Katie’s Windows account, if you do the following:Open Project and make sure RobinC is logged in while KatieJ remains logged into the rest of the Office client applicationsUse an In-Private browsing session of Internet Explorer for RobinC to log into Office 365 (type Ctrl+Shift+P, then navigate to and log in). This lets KatieJ remain logged into Office 365 in your other Internet Explorer. 4. Prepare Lync desktop client for KatieJ:Make sure Lync desktop client is logged in as KatieJ and her photo carries over from previous Lync app for Windows 8 setupIn Lync desktop client, do a search for each of AlexD, GarthF, MollyD, RobinC, and SaraD. When you find the result, right-click and select “Add to Favorites”If people photos are not showing in Lync, then log into Lync desktop client as that user whose photo is not yet showing up. Leave them signed in for a few moments until their photo appears. Make sure at least one, but preferably all four of the Favorites in your Lync buddy list are online before your demo begins5. Prepare Outlook for KatieJ:Create an Outlook profile for KatieJ@<tenant>. and password: pass@word1From the People Hub, you can log into Outlook Social Connector with Katie Jordan’s credentialsFacebook: login: KatieJMOD@password: (office!!)LinkedIn: login: KatieJ-demo@password: (office!)Compose a new email to MollyD and click “Check Names” to resolve against the company directory. In the TO: line, right-click her name and select “Open Outlook Properties.” In the box that opens, click “Add to Contacts.” In the contact form that opens, click the arrow next to the “E-mail…” box , select “E-mail 2…” and then enter MollyD-demo@ in the blank field. Click “Save & Close” in the top left of the contact form.Save Northwind Customer Data Excel file from SharePoint “DemoDocs” document library to demo machine desktop6. Prepare Word for KatieJLog in to Word with KatieJ@<tenant>. Office 365 credentials. You can change the theme (File>>Account>>“Office Background”) and rearrange templates by clicking the pin icon to pin/unpin templatesNavigate to the Northwind Team Site (URL above) and open a few Word documents in the Word rich client. This needs to include the Northwind Proposal (at the least). If it opens in the Web App first, click “Edit Document” then “Edit in Word” to open in the Word client. Then pin any number of them (at least the Northwind Proposal) to the “Recent” list for Katie Jordan by going to File>>Open and then clicking the pin icon when hovering over a document title.Once they’re pinned, close all documents except Northwind Proposal. In Northwind Proposal, scroll to the final page (page 6) and place cursor at beginning of paragraph that starts with “With Northwind support, Contoso…” Wait a few seconds while Word sets the Resume Reading spot. Then close the document.Optional manual step: right click to delete Microsoft Persona comments, then re-make them when logged into Windows as one of the Lync buddies from that the Office 365 trial tenant. This is so that the photo and contact card show up with presence etc. during the demoDownload Adobe Reader and select it as the default program for PDF file typesSave 2013 Contoso products PDF from SharePoint “DemoDocs” site to demo machine desktopOpen Demo PDF in Word and close it before demo begins; it should now show unpinned in Recent list for KatieJOpen 2013 Contoso products in Adobe Reader and leave it open for when the demo begins7. Prepare OneNote app for Windows 8 for KatieJ:Navigate to and sign up for a new Windows Live account for Katie Jordan, which you will use to log into the OneNote app for Windows 8. This can be any Live ID you wish (example: KatieJordan99@, display name: Katie Jordan).Open OneNote 2013 desktop client (not the Windows 8 store app).Click “Katie Jordan” in the top right and if it is logged in as KatieJ@<tenant>., then click “Switch account.” Select “Microsoft account” and log in with the Katie Jordan Live ID you just created.Do NOT log in with KatieJ-demo@. You must use a Live ID that you create.Navigate to the SharePoint “DemoDocs” page in IE10. Next to the file “Katie Jordan’s notebook,” click the “…” and then in the peek that appears, click the “…” and select “Download a Copy.” Save-As the file into the “Documents” folder of your demo machine.Click to open “Katie Jordan’s notebook” from the “Documents” folder of your computerIn “Unpack Notebook” dialog box, under “Path:” select the option that begins with https:// (not the one that begins with C:\)Click “Create.” This will begin unpacking the OneNote file and syncing it to the SkyDrive for the Katie Jordan account you recently created.When the “Unpacking…” progress bar disappears, click File >> InfoClick View Sync Status. Wait until “Katie Jordan’s notebook” has completed syncing and says “Up to date.”Install OneNote for Windows 8 from the Windows store. If you need to sign into the Windows Store, use the Katie Jordan Live ID you recently created.Note: this app can only be installed on one user account on a given machine. If any other user accounts on the machine have this Windows Store app, you must uninstall it.Once installed, open the OneNote Windows 8 store app. On first run, select “Use Express Settings.”Log in with SkyDrive “Katie Jordan” Live ID you recently created (NOT KatieJ-demo@) When OneNote loads, it will open to a sample “Katie’s notebook.” To open the correct demo notebook, swipe to the right to expose the lists of pages, sections, and notebooks.Under “More notebooks,” tap “Katie Jordan’s notebook” to load it from Katie Jordan’s SkyDrive.To get rid of the extra “Katie’s notebook” that may show in the notebooks list, tap on its name (“Katie’s notebook”) and then tap and hold it to expose the context menu. Tap “Close This Notebook” and you’ll see it go back under the list of “More notebooks.” Tap “More notebooks” to collapse that list.Tap back into “Katie Jordan’s notebook.” Leave the OneNote app for Windows 8 on Project Background (section) History (page), with all navigation minimized and page taking up entire screen (swipe up from bottom and unpin any page or section lists) Print a paper copy of 2013 Contoso products PDF for photo-taking during the OneNote demoInsert a photo using click track to get through any first-time “allow camera?” promptsDelete that photo from the page so the page is ready for demoingDo the Windows 8 search once to prime the “Agent” term in the Windows 8 search cache8. Prepare Lync app for Windows 8 for KatieJ:Install the Lync app for Windows 8 from the Windows StoreNote: you must uninstall the app from any other user accounts on the machine beforehand. This app can only be installed on one user account on a given machine.Make sure that Favorites (AlexD, GarthF, MollyD, RobinC, and SaraD) are already pinned as favorites in the home screen for the Lync app for Windows 8. If not, in Contacts, swipe up from the bottom, select “Add Contacts,” and search for them individually to add before the demo9. Configure Yammer app part on Northwind Team Site:If you are using IE10, complete these steps before proceeding:In the top right corner, click the gear icon and open Internet options. On Security tab, click on Local intranet. Under Security level for this zone select the check box Enable protected mode and Apply.Click Trusted Sites, and then click Sites.Ensure Require server verification (https:) for all sites in this zone box is checked.Add the following URLs, one at a time, into the Add this website to the zone text box, and then click Add:*.https://*.https://*.assets-Click Close, and then click OK to close Internet Options.Log into as KatieJ@<tenant>. (pass@word1). In the left navigation, under Groups, click Sales. In the browser URL bar, copy the feedID number after the “=” sign at the end of the URL. You will need this later. Leave the Yammer tab open for the demo.In another tab, navigate to .Log in as admin@<Tenant>. (pass@word1). In the Yammer feed part, if present click “Sign in to Yammer.” If prompted for credentials, use KatieJ@<tenant>. (pass@word1). In the popup click Allow. Inside the Yammer feed webpart, click Group Feed. Enter the Group feedID number captured earlier from . Click Save.See the Yammer App Troubleshooting Guide for help with Yammer log in issues.See the Configuring Yammer for Older Tenants Guide, if you are running the MOD Hero demo on an older tenant10. Prepare SharePoint for KatieJ:Add Tasks to Northwind Team Site:Log in as KatieJ@<tenant>. (pass@word1).Navigate to the Northwind Team Site. Under “Get started with your site” click “Working on a deadline?” Then click “Add Them” to add Tasks and Calendar. Now, next to “Get started with your site” click “remove this” to remove those boxes from the team site.Open files from the Northwind Team Site Document Library (while logged in as KatieJ):Excel: open Northwind Marketing Spend and Sales Analysis once from Northwind Team site in the rich client and pin it to “Recent” list for Katie (similar process as described in the Word section). Then leave this document open to return to during the demo.PowerPoint: open Northwind presentation File once from Northwind Team site in the rich client and pin it to “Recent” list for Katie (similar process as described in the Word and Excel sections).PowerPoint: begin sharing flow once (described in the PowerPoint section of this demo, on page 20). Make sure RobinC appears in dropdown during “Invite People” portion.KatieJ SkyDrive Pro:Click SkyDrive in Office 365 top navigation and set up sync to local demo machine and then have that folder open during SkyDrive Pro demoKatieJ Tasks:Navigate to KatieJ’s tasks. Click “Important and Upcoming” so timeline view is visible.11. Prepare Project for RobinC:Have RobinC already have logged in on the same Windows machine as KatieJ was, or at least logged into Project (make sure other clients are logged in as Katie Jordan)Have opened Consolidated Sales Team Master Plan from the SharePoint “Pipeline Management” site and pinned it to the Recent list for RobinC (similar process as described in the Word, Excel, and PowerPoint setup instructions). This setup guide suggests keeping the document open for the start of the demo to avoid another Office 365 login prompt caused by the separate credentials used for the Project Preview vs. your E3 tenant credentials12. Prepare eDiscovery demo for RobinC:Have Internet Explorer 10 already open to the eDiscovery Center for RobinC and navigated to the Northwind Case page: : if you have RobinC logged into Windows separately, you can do this in Internet Explorer 10 without issue. If you want to have her and KatieJ logged into Office 365 in the same Windows account, you can use an In-Private browser session (Ctrl+Shift and “P”) to log into Office 365 as RobinCClick on “Northwind Traders Hold” Discovery SetClick “Northwind Hold.”On that page, click “Add & Manage Sources.” Add KatieJ and either the Northwind Traders distribution group (alias: NorthwindTraders) or other mailboxes: SaraD, MollyD, and AlexD. Click OK.Type “Northwind” as free text in the filter box, and click apply. Click “Enable In-Place Hold” radio bullet, then click “Save.”The screen will return you to the Northwind case home page. Now you should be ready to pick up where the eDiscovery portion of the demo click track asks you to demo. Note: the demoer has the option to do the steps outlined in the eDiscovery portion of this guide before the demo and walk through what has already been created if he/she wishes.Demo Talk Track and Click TrackTalk TrackClick TrackI’m excited to show you how the new release of Office provides a next generation productivity experience for our customers on Windows 8.First, we’ll spend some time with Katie Jordan, a sales professional at Contoso. Katie has multiple corporate accounts, and today she is preparing for a big meeting to present her sales pitch to the customer, Northwind Traders.Like many people, the first thing Katie wants to do when she gets to the office in the morning is check her email. So, she logs into her Windows 8 tablet, which is docked with a mouse and keyboard, and she opens Outlook.The first thing you’ll notice is that Katie’s Outlook looks streamlined and focused. This is because Outlook – and all of the other Office applications, including Project and Visio – have been redesigned to focus more on the content, and not the “chrome,” or additional graphics and navigational elements. However, all of the buttons and functionality are there when Katie needs it – she can just expand the ribbon and take the action she needs. The ribbon will hide itself when she isn’t using it.This idea of making content readily available when Katie needs it, but not distracting her when she’s reading her email, applies throughout Outlook and Office. For example, instead of pinning calendar and contacts to the right side of Outlook, we now make it available as a peek. Katie can hover over the word “Calendar” and get a peek into upcoming events, and even click around to different days or months. She can do the same with “People,” to see her favorite contacts and quickly initiate a search. So you see, Katie can get rich information about her Calendar and People without ever leaving her inbox, and without taking up space when she doesn’t need them. This is particularly important for devices where screen space is really at a premium.Outlook also allows Katie to take Quick Actions on her emails with one click or tap. This helps her address email more quickly and can be particularly valuable if Katie is coming back from vacation or a long day of meetings, where she hasn’t had a chance to deal with incoming email. These quick actions appear as Katie hovers over the email, and let her do things like apply flags and even delete. So, if Katie can tell by the subject line that this email isn’t important, like this low importance email about sports statistics, she can just delete it without ever having to open it.Along with being able to take quick action and having less clutter on her screen, Katie often starts composing a lot of emails before sending them. For example, she’s gotten this email from Finance asking her about expense reports. The new inline reply feature in Outlook lets Katie compose and save her response right here in the reading pane, without having to open a new window! She can type “yes.” If she opens another email before sending, the improved conversation view in Outlook will keep that draft as part of the conversation she replied to. So, the next time Katie comes back to it, her draft is right here where she left off – she doesn’t have to go searching for it in the Drafts folder! She can just pick up where she left off, and send it out when she’s ready.This next email in Katie’s inbox is from Katie’s manager Robin Counts, asking to meet about the progress with Northwind Traders, the customer Katie’s team is managing. You can see that there are buttons above the email body – these are actually apps, showing here in the email, which appeared in Outlook based on the content in the email. These apps are part of a new development model in Office, where any web developer can become an Office developer and easily create these apps, using HTML5 and JavaScript. Web developers only have to write the app once for it to work both in the rich Office clients as well as the corresponding Office Web Apps. There are apps for all of the different Office applications – Outlook, Word, Excel, and Project – and products like SharePoint as well! Companies can shop for apps in the Office marketplace, as well as create their own custom applications that they develop in-house, like an expense reporting app. And, IT administrators can control which apps can be used by their employees or groups.So, here in Katie’s email, she sees that two apps have appeared. This “Suggested Meetings” app has appeared because there is text in the email suggesting a meeting, and the app has detected this and given Katie a button that makes it easy for her to add this to her calendar without having to go to the calendar itself. It even fills in some of the meeting’s information automatically, like the subject and date it detected! This other app, the “Bing Maps” app, has detected the address in the email and gives Katie a map of the location – but it’s rich web content, which Katie can interact with. She can drag the map around, zoom in and out, etc. So you see, a variety of apps can be built with this new model, making it easier than ever for people like Katie to get more done without ever leaving her inbox or the Office application she’s using.Katie sees this next email, which has a request from her colleague to send along a document with some Northwind customer information in it, in preparation for the meeting later that day. Katie goes ahead and replies, attaching the requested document. But once she’s added the attachment, you’ll notice Katie gets a warning that pops up – a Policy Tip – which alerts her that there is sensitive information contained in her email, and sending it will be against company policy. She can hover here to get more information and see exactly what type of content is in question, in this case, credit card numbers in her attachments. She can also click this link to read more about Contoso’s policies.These Policy Tips are a part of the new Data Loss Prevention – or DLP – policy features in Exchange, which inform people like Katie about company policies and help prevent them from accidentally sending information where it shouldn’t go. You can see, these DLP policies can be customized and implemented by the company, and they don’t have to be just about warnings – in this case, Katie’s send button has actually been disabled while either the problematic content is in, or recipients are still on, the email. The company could also have chosen to give Katie the option to override the policy, which would let her send, but her actions would have been audited. This helps Katie get her work done and still follow company policies.This next email contains more information about the Northwind project. You can see, however, it was only sent to Katie. Katie knows this information would be useful to the rest of her teammates, but instead of forwarding the attachment by email to a team distribution list, she can use the new Site Mailbox capabilities in Exchange and SharePoint. Site Mailboxes bring SharePoint team sites and a project-related Exchange mailbox together, making it easier for teams to work together and stay in sync on projects like this one with Northwind Traders. Here in Outlook, Katie can just drag the attachment she received over to the “Documents” folder of the Northwind Site Mailbox, and it will automatically sync up to the corresponding team site on SharePoint. If we right-click on “Documents,” we can easily jump to the team site and see the attachment has finished uploading. Now, everybody on the team can access the latest version of the attachment from SharePoint without Katie ever having to leave Outlook. This simple flow makes it easier for the team to stay on top of the latest changes and avoid issues that arise from emailing multiple versions of a document around.Katie can also drag this email with the team’s budget into the inbox of the Northwind Site Mailbox, thereby making it available to the rest of the group without sending more email to the inboxes of individual team members. Her colleagues will see there’s a new email in the Northwind Site Mailbox, and be able to check it separately from their own email, keeping their inbox more focused on individual-related items. What’s great about this feature is that any new member that gets added to the Northwind team will have this Site Mailbox appear in their Outlook, so they can look back and get caught up with the project’s past communications.Log into Windows 8 with Katie Jordan profileOpen Outlook from Windows 8 Start screenClick Home in the Ribbon to expand itClick away from the Ribbon to hide itHover the mouse over CalendarClick between days, click to another monthHover the mouse over PeopleHover the mouse over various emails to see Quick Actions appearClick the Quick Action to delete the Sports Statistics email from Belinda NewmanClick “Reply” in the Reading PaneType “yes”Click any other emailNote [Draft] UI in “Please reply” emailClick back to “Please reply” emailNote you can resume composing the emailClick “Project update?” emailNote Mail App for Outlook buttons above email textExpand “Suggested Meetings” Mail AppNote the highlighted text in the email body that triggered this Mail AppPoint out event details pulled out by the appClick “Save to Calendar” in the app paneNote event details in calendar formClose calendar form; do not saveExpand “Bing Maps” Mail AppNote the highlighted address in the email body that triggered this Mail AppClick and drag map aroundUse mouse wheel or +/- buttons to zoom in and zoom outClick “Please send customer info” emailClick “Pop out” to open a new windowType “Here is the info”Click “Attach file”Select Northwind Customer Data Excel file from desktopNote Policy Tip that appearsHover over “Policy Tip” text to see peekNote “Credit Card Number” is called outNote “Learn more” link in the peekClick Send buttonNote warning that pops upNote “override” text in Policy TipClick “override” textNote Policy Tip updateClick Send buttonClick “Northwind Proposal” emailNote the attachment in the emailExpand Northwind Traders Site MailboxSelect attachment and drag to “Documents” folder under Northwind Traders Site MailboxClick “Documents” folder to view itRight-click “Documents” folderSelect “Open in Web Browser”Note attachment from “a few seconds ago”Keep IE10 open to this page for laterClick “Inbox” to return to Katie’s inboxClick “Northwind Budget” emailRight-click and drag “Northwind Budget” email to “Inbox” under Northwind Site MailboxSelect “copy”Having dealt with the pressing emails in her inbox, and gotten some key project-related items synced up for the team, Katie heads off to some meetings, grabbing her Windows tablet with her to get some work done while she’s on the go.The first thing Katie wants to do is review the customer contract her team has been working on. So she opens up Word. The first thing you’ll notice is that Katie’s Start Place in Word – in fact all of the Office authoring apps – is new. We know that about two-thirds of the time people open an existing document. Also, in most instances they start working on a new document, they look for some guidance in sample files or templates. So, rather than starting with a blank document, we make it all easier with the new start screen, which shows both Katie’s recently-used documents as well as her favorite templates. This helps Katie get working more quickly, especially on a touch device.The next thing you’ll notice is that Word welcomes Katie by name. This is important – with Office available as a service, people like Katie now log into Office, using either personal credentials – a Microsoft account connected to SkyDrive, or Office 365 corporate credentials – a Microsoft Online Services ID, connected to SharePoint. All of their settings and content follow them wherever they log in, even if it’s a computer they’ve never used before. So, here, you can see that Katie is logged in with her work credentials. And you see, the recent documents list, the templates, and even the theme and things like custom dictionaries are customized for Katie’s work profile. So you see, this is really Katie’s Office experience, tailored to her from the very beginning when she logs in.And in the recent documents list, you can see the customer contract Katie wants to take a look at, available from SharePoint. She’ll tap to open it, and then you see, there’s a bookmark that pops up: “Welcome back! Pick up where you left off.” This is because not only does Word remember all of Katie’s settings based on her login profile, it also remembers where she last was in her documents, even if she was working on another device, all because this is her Office, tailored to her. So she can just tap the bookmark, and Word will bring her right back to where she left off.Here, Katie sees a comment hint, which indicates that one of her colleagues has made a comment about this section. Word keeps Katie’s document clean and distraction-free by minimizing the comment to a hint unless Katie taps to see it. When she does, she can see that she’s been asked to insert some data from a PDF the colleague sent her previously. Since Word now has rich comments with replies, Katie and her colleagues can provide feedback in a more natural, social fashion, and Katie can just respond “sure.” And, since Word integrates photos, presence, and rich contact information like anywhere else in Office, Katie can easily see more details or initiate communications with the person in the context of what she’s working on.Over here is the PDF with the data Katie’s colleague is asking her to include. Now, Katie could select all, copy the data, and then go to Word, where she could paste it in. But, you see, this strips all the formatting from the original and Katie would normally have to reformat it herself just to get it to look like it did in the original document. But, Word now lets Katie open that PDF directly in Word! And you see, it keeps all the original formatting, so Katie can just drag to copy the text she wants, copy it, and paste it in the document she’s working on with her colleagues! Katie can just complete her process between apps, without getting hung up in formatting and compatibility issues.Now that her document is getting close to final, Katie wants to go ahead and review it with its final content in an easy-to-consume way on her tablet. Now, Word has always been a great authoring tool for Katie, but especially in a situation like this when she’s on a tablet or another consumption-focused device, Word has a great new Read mode Katie can turn on by tapping this button here. This Read mode makes it easy for Katie to go through the rest of this document in a way that is optimized for touch and formats the text in pleasing columns based on the size of her screen. She can swipe from page to page, and if she comes to a detailed table or diagram, like the one she just inserted from the PDF, she can just tap on it to zoom in to fully focus on the details. When she’s done looking at the table, she can tap away and avoid having it take up too much space on the page so she can keep reading. She can even tap these arrows to minimize sections that she’s done reading – again, all optimized for a great, touch-based reading experience.Open Word from Taskbar in Desktop Note new Start PlaceNote “Recent” documents listNote “Templates” listNote “Katie” logged in at the topNote “Recent” documents listNote templates listNote themeNote Northwind Proposal doc in “Recent” listTap to open Northwind Proposal docWhen bookmark appears, tap it to keep it showing in full Tap bookmark again to return to previous sectionNote comment hint UI (red line on left) Tap comment hint UI to show itNote colleague’s request to add PDF data209677011874500Tap reply button in comment Type “sure”Tap colleague’s photo to show contact cardTap arrow to expand contact cardTap away to close contact cardTap to close commentTap to close comment hint UITap PDF icon in taskbar to open 2013 Contoso productsTap to the left of “Television Feature Comparison” text to see touch handleDrag touch handle to bottom right of the table to select the tableTap Edit >> CopyTap Word icon in taskbarTap Home in Ribbon >> PasteNote loss of PDF formattingTap File >> OpenSelect 2013 Contoso products from “Recent” listUse text handles to select the table againTap selected text >> CopyReturn to Northwind Proposal docTap to place cursorTap Home >> PasteTap Read Mode buttonSwipe from page to pageReturn to table pasted from PDFDouble tap to zoom in on tableTap arrow to zoom in furtherTap outside table to return to Read ModeTap a twisty arrow to minimize a sectionapp for Windows 8While reading through the customer contract, you can imagine that Katie might think of a few things she wants to remember to highlight during the customer pitch later that day. And, like for many people, note taking is one of the key types of activities Katie wants to be able to perform on a mobile device like her tablet. So, Katie can open up a special touch-optimized and immersive version of OneNote, reimagined for Windows 8.Like all Windows 8 immersive applications, OneNote has been designed from the ground up to provide the richness of functionality that people have come to expect from a mouse and keyboard, while also supporting gestures that feel natural with touch and a stylus. Once more, the top priority is the immersive content experience, and therefore the OneNote app for Windows 8 prioritizes full screen content view and contextual controls, over navigational menus and the ribbon.So, this means that OneNote lets Katie use gestures like swiping in from the top to see other notebook sections and pages. She can then tap to go into that content. If Katie wants to edit some text, like this text here, she can tap here and use special touch handles to drag the cursor and select the text she wants. You see this button with the “A” on it that has appeared? If we tap it, we see that the OneNote app for Windows 8 offers Katie a new touch-optimized radial menu for interacting with the text she just highlighted. She can tap here to bold the text, or swipe to get more text formatting options like bullets and tables. She can go back, and then tap here to change the size of the text with this special touch control that looks like a speedometer – Katie can just drag the needle until she gets the size she wants. Or she can tap here to select a new color, and tap the blue to select from even more shades of blue. So you see, the radial menu gives Katie all sorts of rich text editing functionality right at her fingertips – literally! And, once Katie becomes familiar with where on the radial menu certain formatting options are, she can rely on muscle memory and actually just swipe in those directions within the canvas to apply the formatting, bypassing menus and replacing keyboard shortcuts with intuitive touch gestures.The radial menu isn’t just for editing text, though. It will change based on the context and the actions that make sense depending on how Katie is interacting with the content. Here, you’ll see that the radial menu detects that her device has a built-in camera, so she could tap here to use the camera to insert a picture right here into her notebook. This is particularly useful during meetings, where after a whole bunch of whiteboarding, somebody needs to quickly capture that content along with any other meeting notes before leaving the room.Note taking and touch interaction isn’t just about touch using the finger, though. Microsoft has done a lot of great work over the years with pen and ink, and together with finger-based multi-touch, OneNote can take advantage of inking to give Katie a well-rounded note taking experience. She can just pick up her stylus and scribble a few notes in her notebook if she needs to, just as naturally as she could using a pen and paper notebook. But, in this case, her notes will get synced back to SharePoint, just like the rest of her rich meeting notes and OneNote content.The OneNote app for Windows 8 can also leverage native Windows 8 capabilities, such as integrated search. Katie could just swipe in from the right to access the charms menu, select “Search,” and type out a search term or pick a pre-existing term like this one here. Katie can then specify how Windows 8 will search across her applications or settings for hits matching that term. And, with OneNote selected, she can find hits for that term across her notebooks – even within images!Swipe from right to get Windows 8 charms menuReturn to Windows Start screenTap to open OneNote app for Windows 8Note that content on Project Background (section) History (page) takes up full screenSwipe from bottom to see navigational controlsTap back into History pageSwipe to the right to see other notebooks and sectionsTap to other pages/sectionsTap to return to Project Background (section) History (page)Tap to place cursor, and drag to select “35 years of sights and sound” Tap “A” icon to see radial menuTap “Bold” iconSwipe through “Bold” sectorTap arrow in center to go backSwipe “Font Size” iconDrag needle to large font sizeTap arrow in center to go backTap red color iconSwipe through blue sectorSelect a shade of blueTap outside radial menu to hide itTap below “35 years of sights and sound” to place cursorTap radial menu iconNote differences in optionsTap camera iconTap screen to take a picture of the printed copy of the 2013 Contoso products PDF on demo podium (or nearby)Tap “crop”Use crop handles to crop image to just the “Television Feature Comparison” tableSelect “OK” to insert imagePick up stylusWrite “Looks good” next to photo or cross out one of the “+” marks on the photo of the PDF table just addedSwipe from right to get Windows 8 charms menuTap “search” iconTap “Agent”Note results pane in OneNoteTap one of the results to show notebook pageapp for Windows 8Besides note-taking, we know that real-time communication is one of the other key types of activities that people like Katie want to perform on the go with a touch style device. So, the other touch-optimized and immersive application we’ve built for Windows 8 with this release of Office is Lync.Lync is a real-time communication and collaboration product, and you can see here in the app, Katie has access to contacts, conversation history, her voicemails, and she can easily communicate through instant message, voice, and even multi-view video. She can also see her next upcoming Lync Meeting and join it with a single tap. Of course, Katie can also see her favorite contacts and groups. She gets a great set of touch optimized functionality here with the Lync app for Windows 8, and we’ll take a deeper look at how Lync gives Katie a great communications experience a bit later in the demo.Swipe from right to get Windows 8 charms menuReturn to Windows Start screenTap to open Lync app for Windows 8Note Contacts tileNote Conversation History tileNote Voicemails tileTap a favorite contact tileNote one-tap communications optionsNote upcoming Lync Meeting tileNote Favorites and Groups tiles Katie has returned to her desk after a few meetings, and she’s ready to use her Windows 8 tablet docked with mouse and keyboard to dive a bit deeper into preparing for her pitch for her customer Northwind Traders later in the day. She’ll go to the SharePoint team site for the Northwind account and she’ll see those same documents she saw from her synchronized view of the Site Mailbox in Outlook earlier in the day.Here on the team site for the Northwind project, Katie can see how her team is tracking their tasks using Project integration here into SharePoint. She can see on this rich timeline what particular milestones are coming up – such as today’s meeting with the customer – and she can even interact with the timeline to change a milestone around. And, below the timeline, she can see exactly who on the team is assigned to each task.What Katie really wants to do to prepare for today’s meeting with Northwind, is update some data that her colleagues have collected about the customer’s marketing spend in this Excel file here. She’s opened it before from SharePoint in Excel, when she starts Excel this time, she can see it in her “Recent” list and open it right now. Now, Katie can use some of the great new features in Excel to better visualize this customer data and get more insights from the data than ever before.On this first sheet here, we can see that there’s some raw data that’s a bit hard to parse. We know that people like Katie often get data in raw formats like this in Excel, whether they’ve copied it from the web or imported it from some other database system which stores and associates data in hard-to-visualize ways. In order to create charts or manipulate the data, what Katie would often have to do is re-key the data in individual columns, use a complex parsing formula, or use a complicated macro. But, with the new version of Excel, all Katie has to do is start typing the data in the format she wants, and the new Flash Fill feature in Excel will recognize the pattern she’s trying to complete and do the work for her! And it’s not just about single words, either. Excel will recognize more complicated patterns, like “Digital Marketing” in this row here. So you see, Flash Fill saves Katie tons of time and lets her focus on what she wants to do with the data and the customer insights she’ll get – not filling or parsing out the data itself.With the data quickly pulled out and formatted the way she wants, Katie knows she wants to visualize the data but isn’t sure what the best formatting, graph, or table is for this type of data. Instead of selecting the data and creating new charts or tables one-at-a-time, she can use the new Quick Analysis feature in Excel to quickly get live previews of what different data visualizations will look like. In this case, maybe data bars are the best, or this bar chart here. Or maybe a pivot table is the best way to roll up the data – and she can get a preview of what a pivot table view of this data would look like, all without even needing to know what a pivot table is! So you see, the Quick Analysis feature lets Katie focus more on the best way to present data about her customer and get the necessary insights from it, instead of spending valuable time focusing on how to set it up.This spreadsheet also has some sales data for Northwind, which Katie wants to use to generate some deeper insights on their worldwide sales demographics before and even during the meeting.Power View in Excel Professional Plus provides information workers like Katie with a powerful new way to create rich, interactive, beautiful dashboards on top of Excel data. Just like Flash Fill and Quick Analysis features help every day Excel users get from data to insights quicker, Power View democratizes deeper data analysis by letting more people spend less time formatting data and more time getting visual insights and digging into business questions.These dashboards query data models defined by PowerPivot. If we click here, we can actually see that data model and view the relationships between pieces of customer and sales data here.These Power View sheets really are easy to set up. Here’s how Katie can create a fourth visualization in this blank space here. In the Power View Fields list, she’ll just check the categories she wants to pivot the visualization on – in this case Product Categories and Sales by Gross Margin. A basic tabular view of this data gets created, but if Katie wants a different visualization, she can just click here, and select a Stacked Bar chart, for example. It’s that easy!Now that we’ve inserted the visualizations we want, the Power View sheet is highly interactive and presentable for all skill levels. For example, Katie can hover over this data bar to see its values. She can also do cross filtering in the different visuals by selecting a category and seeing the other views update based on that filter.This timeline view can let Katie see how different categories perform by company over time, and she can pop it out to see it in a larger view. She can click here to play the timeline to see how sales amounts played out over time, or she can click along the timeline to get just a static view of a specific point in time. She can even apply that cross filtering by category within the timeline view!Over here, the Filters View is like a cross between slicers and Excel pivot table filters. Katie can select a Power View Field and simply drag it over to the Filters Area, and she can see the Power View fields update based on her filter. So you see, Power View makes it simple for Katie to configure her views of Northwind’s sales data as necessary, so she can more quickly generate key business questions and drive insights on her own or when she is presenting to a customer.Swipe from left to get to Desktop IE10 open already to SharePoint Northwind team siteNote documents seen earlier during Site Mailboxes demoClick Tasks in navigation treeNote Northwind project task integrationDrag a milestone to another dateScroll down to see names assigned to each taskNote Presence integrationClick Documents in navigation treeNote Northwind Marketing Spend and Sales AnalysisReturn to Windows 8 Start screenOpen Excel (should already be open). Northwind Marketing Spend and Sales Analysis should already be loaded. If not, open it from “Recent” listClick on “Snapshot” sheetNote messy data in column BType “John” in D4Begin typing “Jenny” in D5, see filled-in textPress enter to accept suggested fillType “Events” in E4Begin typing “Advertising” in E5Press enter to accept suggested fillNote “Digital Marketing” in E6Drag to Select rows 4-23 in columns C, D, and ENote Quick Analysis icon that appearsClick to open Quick AnalysisUnder “Formatting” hover over “Data Bars”Hover over “Icon Set”Click “Charts”Hover over “Clustered Column” chartClick “Tables”Hover over “Table” iconHover over second “PivotTable”Note previewClick on second “PivotTable” iconNote Pivot Table now in new sheetClick on “Sales Analysis” sheetNote Global Sales Report Power View Click PowerPivot tab in the RibbonClick ManageClick Sales and Products sheetsClose PowerPivot window and return to “Sales Analysis” sheetIn Power View Fields, make sure ALL is selectedExpand Products, and check CategoryExpand Sales, and check GrossMarginNote Category/GrossMargin % tableIn the Ribbon, under “Bar Chart,” click “Stacked Bar”Resize bar chart to take up full white spaceIn “GrossMargin by Category,” hover over Cameras & Camcorders to see valuesClick the blue bar for Cameras & Camcorders to apply cross filterNote filtering that appears in other viewsClick the blue bar again to turn off filterIn the SalesQuantity, SalesAmount, and Margin by Brand, and Category view, click the Pop out icon Press the play buttonClick June under the timelineClick Cameras & Camcorders in the key to apply the filter to the timeline viewClick again to turn off the filterClick the Pop in icon Click on Power View tab in the RibbonClick to view Field List and Filters AreaIn Power View Fields, click AllExpand ProductsDrag Brand into the filters paneCheck next to Fabrikam to apply filterNote the filter effect on Power View sheetArmed with a bit more insight about the customer, Katie can save her changes to the shared file on the SharePoint team site, and then she can go ahead and make some final tweaks to this PowerPoint presentation here that she’ll use to share her pitch with the customer.PowerPoint is making it easier than ever for people like Katie to create sophisticated and professional presentations. Maintaining alignment, which is a mark of professional design, is easy and intuitive with Smart Guides. And with tools like Merge Shapes, Katie can get creative and support her message with effective visuals.On this slide, Katie has a diagram that supports a specific number she wants to call attention to – the 55% of parts being recycled. She can easily do that with an infographic that shows, visually, the impact of this number. To keep things in context, Katie can create a small TV icon using a new tool in PowerPoint – Merge Shapes. Merge Shapes allows Katie to take two or more shapes, and union, subtract, combine, intersect or fragment them into new custom shapes. In this case, the benefit is that the new icon is a shape in itself, which means that the PowerPoint Shape Styles can be easily applied to it for a polished look.To create the icon, Katie starts by drawing the various elements and placing them in position. She then subtracts shapes to create outlines, and unions the remaining shapes to create a new one.With the TV icon prepared, she can place it next to the others. As you can see, the improved Smart Guides pop into action when the shapes are in alignment, guiding Katie to intuitively place the icons in professional alignment. You can see that alignment guides pop not only at the top and bottom, but also to indicate the equal distance between the third and second icons, and the second and first icons. That simply takes the guesswork out of design. Katie’s diagram indicating the 55% number is now ready to go.Now, Katie is ready to share out her deck and get any last changes from her manager Robin before the pitch to Northwind later today. Now, it’s already stored on the team site in SharePoint, so she and her team can collaborate on the same version without passing multiple updated copies back and forth by email. But, in previous versions of PowerPoint and SharePoint, to add her manager, Katie would have to go to SharePoint, select the file, use the ribbon to access the permissions page, and assign permissions for her manager to edit this document. With the new release of Office, Katie can stay in context, in the app and the document she’s working on, and share with her manager – through SharePoint – directly in the Backstage here. In the “Share” tab, Katie can see “Invite People” as one of many simplified sharing options she has. And, using this feature, she can type her manager’s name, resolve it against the company directory, decide the level of permissions – in this case, edit – and then press “Share” to submit those changes. Katie’s manager Robin will receive an email notifying her that this presentation has been shared with her, and provide her a link that she can use to go directly to the doc to review and edit as necessary. So, rather than working on the document in Word, managing the permissions on SharePoint, and then sending the email in Outlook, Katie can do it all with a couple of clicks right where she is. The simplicity of sharing with the new version of Office helps keep Katie and her manager focused on collaborating, rather than borders between applications, storage, and permissions models.Return to Windows 8 Start screenStart PowerPointClick to open Northwind presentation from “Recent” listClick to Slide 9Note unformatted TV shape in bottom leftClick outer TV screen rectangleShift+click middle TV rectangleUnder “Format,” click “Merge Shapes” and select “Subtract” from dropdownClick out of the shapes to de-selectClick on the slide canvas and drag to select the entire set of shapesUnder “Format,” click “Merge Shapes” and select “Union” from dropdownWith newly single shape still selected, 19729459652000under “Format,” click the “more” arrow to expand the gallery of “Shape Styles”Select the orange shape style on bottom left (“Intense Effect – Orange, Accent 1”)Drag newly-orange TV shape towards empty space near other 8 TV iconsAlign top right corner of the big TV shape with the smaller TVs using Smart GuidesNote the Smart GuidesResize big TV shape to match others using Smart GuidesClick save icon in PowerPointClick File to access backstageClick ShareNote “Invite People” optionUnder “Type names…” type RobinCSelect Robin Counts from dropdownClick “Can edit” and note optionsType “Here is the draft” in message fieldClick Share23495323850Now, when Katie is done working on files in the Northwind Account team site, she wants to let her team know about her updates in the Sales team activity feed here. So she’ll go ahead and craft a post, asking for feedback from her team.This activity feed is actually pulling in the Sales team activity feed to the Team Site from her company’s Yammer network. If we click Katie’s name, we can go to the Yammer site and take a look at the Yammer experience all up for Katie and her colleagues at Contoso.Yammer is the best-in-class Enterprise Social service that users love. Its unique adoption model appeals directly to end users like Katie and makes it easy for organizations like Contoso to become social instantly – removing one of the biggest barriers to success with Enterprise Social. Katie or anybody else at Contoso can get started with their email and a password. And when an organization’s IT department is ready to manage the enterprise social strategy more centrally, there are a bunch of IT controls they can put in place.Front and center on Yammer is Katie’s activity feed, which is a rich microblog that helps her keep track of what her colleagues are doing and get instant feedback on running conversations, documents, and projects she’s working on. Katie can “like” comments, post replies, and create hash tags or “Topics” so that discussions are instantly discoverable to create rich social linking. Katie can also start an @mention in a reply, to flag a post and point to a particular person in her Yammer network. Companies can even integrate this with Active Directory.Katie’s Yammer activity feed also has rich types of content that help unlock more information and drive collaboration. Katie can see events, which she can RSVP to, add to her calendar, and have a conversation about. Katie can even create or respond to a poll, which gives her and her colleagues an ad-hoc sense of company opinion on an issue.These groups on the left are a great way for Katie to have scoped social interaction, about certain topics, or with certain coworkers, in the same way she can with her entire company’s activity feed. Here’s the Sales group whose activity feed Katie saw embedded in the Team Site. Following is a foundational capability in Yammer, and it helps Katie narrow what’s most interesting to her. But the great thing about Yammer is how it suggests people and groups that are relevant for Katie to follow. This makes it very discoverable and easy for Katie to create a rich social tapestry with ease. She can follow people or join a group with just a click!Yammer also makes it easy to set up external networks, so that Katie and her coworkers can collaborate outside the company in the same way they communicate with each other. This is a great way for Katie and her team to work with the Northwind Traders account representatives. To set up the external Yammer network, Katie can click here, check if her desired network’s name is available, decide if she wants it to be open to all, and create it. It’s that easy! And as soon as the group is done being created, Katie can begin inviting members and interacting with them seamlessly.So you see, Yammer is a great place for Katie to manage and share documents and information, and discover new people, sites, tags, and documents, to help her be more productive in an easy and social manner.130175012636500Return to Desktop IE10 open already to SharePoint Northwind team siteIn Sales team feed, type “I just updated the Northwind documents, please feel free to review!” Then click Post.Click “Katie Jordan” link in the top post to go to Yammer (already logged in)Click Home in the left navigation (and All above the activity feed, if not selected)Point out Yammer activity feedClick “like” under Garth’s postReply to Garth’s post, saying: “Great!” Add the tag: #marketing and include the @mention: CC @AlexD. Click Post.Point out an event (optional: RSVP)Point out a poll (optional: vote)Scroll back to the top of the pageUnder Groups, point out the “Sales” groupIn left navigation, click Home.Point out Suggested People and Suggested Groups on the rightChoose a group and click JoinNote the green “Join” notificationIn left navigation, click NetworksClick +Create a New NetworkGive it a Network Name like Northwind-<tenant> Group (where <tenant> is your custom demo environment)Click Create NetworkNote the green Create notificationIn new network feed, post: “welcome to the new group!” and click Post. +Now that Katie’s all set collaborating with her team and her customer Northwind Traders via Yammer, she’ll come back to SharePoint. More than ever before, SharePoint is the place Katie can go to follow the content, people, and sites that are important to her, which helps her be more productive in sharing ideas, working together, and staying in sync with what’s going across the organization.SkyDrive Pro gives Katie access to her documents online and offline. Using this button here, Katie can constantly synchronize document changes and updates to and from her SkyDrive Pro or Team Sites with a desktop folder, so it’s easy for her to organize the content that’s important to her.Katie can follow documents from anywhere in SharePoint, and because SharePoint understands her search behavior it can even provide her with recommendations to follow documents, forums that may be of interest, and experts to help her answer questions based on her unique preferences.If Katie wants to get a peek at any of these docs, she doesn’t just get a thumbnail preview, she can now use the Office Web Apps to get a rich preview. She can actually scroll through pages of this Word doc, or flip between slides of the PowerPoint. You’ll see that the Web Apps even pull out different sections of this document, and Katie can go ahead and open the document in the full Web App, and it will open right to that section. She could then make edits, or open in the rich client if she wants. Katie can follow all of her tasks on SharePoint, and this personal Task View helps with project management by aggregating all of Katie’s different assigned tasks across Office, including different SharePoint sites, Outlook, and Project. It’s another great example of how the integrated Office experience helps save Katie time by giving her all her tasks in one place, so she can focus on what is due soon, not the different siloes in which she has tasks.Katie can also see all of the SharePoint sites she’s following here in one place, so she can quickly access the projects she’s working on, or company sites with key information. And, she can always add new sites using the “follow” icon at the top of any site she comes across and wants to add to the list. Following her favorites within SharePoint makes these sites available to Katie wherever she’s logged into SharePoint, so she no longer has to worry about whether she’s using a computer with her favorite sites pinned in the browser itself. Following them through SharePoint makes them easily accessible from any machine she can log onto.Return to Desktop IE10 still open to SharePoint Northwind team siteClick “SkyDrive” in Office 365 top navigationNote documentsClick “Sync” buttonNote “SkyDrive Pro” folder that opens from Windows ExplorerReturn to SkyDrive page in Office 365Click “Followed Documents” in left navigationNote documents Katie is followingNote “Suggested documents to follow”Return to My DocumentsClick the “…” next to any Word document name to see peek at the documentClick and hold the page to drag the preview to different pages2487295114300Click the icon (pictured right) to open document in full Word Web AppClick “Edit Document” button, note optionsClick to return to SkyDrive Pro tabClick Katie’s photoClick “Tasks” in left navigationNote tasks along timeline viewNote task list below timelineClick “Sites” in Office 365 top navigationNote the “Sites I’m following” and the “Suggested sites to follow” sections One of the many sites that Katie is following is this one here, where Katie and all of her sales team can track the sales pipeline for Contoso. Believe it or not – this is a Visio based BI dashboard, published here in SharePoint Online in Office 365, using Visio Services.What makes this Visio dashboard particularly actionable is that the Visio diagram is connected to the latest data from backend data sources. Visio supports multiple data sources, from simple Excel files to SharePoint lists and all the way to applications such as SAP. In this diagram, Katie sees a highly concerning metric about the number of losses, which she wants her team to immediately focus on. Visio now supports a rich set of modern office art effects that help you create highly professional diagrams rapidly. Katie opens the diagram in the Visio client so she can use one of these effects to help make this metric stand out. In this case, she’ll apply a red glow around the shape to make it really stand out, so everybody else can immediately focus on it.Visio and Visio services also now support a powerful set of collaboration features such as co-authoring as well as commenting on shapes. These comments can be reviewed by others reviewing the diagram – via the Visio client or through the browser. As Katie looks at this diagram, she does not see any detail around how often the data is refreshed, so she right-clicks on this shape and adds a comment to it. Katie can also click to see all the comments in this Visio diagram, including the one she just entered. Since Lync integrates with Visio and Visio services, when Katie hovers over a name or photo, she can see the same contact card she sees everywhere else in Office, including presence information and one-click communication options.Satisfied that her updates and comments will help drive action on her team, Katie can publish the updated file back to SharePoint Online with a single click, so everyone else can immediately focus on it.So, you can see how teams can use Visio and Visio services in many powerful ways to collaborate and derive key insights about their business. Click on Sales Pipeline link in Katie’s “sites” she’s followingPoint out Visio-based BI dashboardSelect the ‘Raw Leads 33,098’ ShapeClick on “Shape Info” icon to display the shape data window. Point out the shape data (note that the resulting shape data window might need to be extended to show all the fields and data)Click the “Open in Visio”?iconSelect the shape ‘186’ in the bottom right side of the diagramRight-click and select format shapeSelect “effects” > glow > selects a preset with max glowSelect color and change to redReduce transparency to 20%Increase the size to 90ptClose the Format Shape paneRight-click the shape ‘Raw Leads 33,098’ Click Add CommentType comment: “What is the data refresh rate?”In Ribbon, click Review>> comments paneHover over Katie’s photo to see contact card with one-click communications optionsClick the save icon to save to SharePointLater in the day, Northwind has visited onsite to hear the proposal from Katie and her account team. Katie has brought her Windows 8 tablet to the meeting to present from, just like we anticipate more people will want to do as wireless display technology becomes more widely available. Katie launches her presentation in Slide Show. PowerPoint automatically detects the external projector screen and extends the image of the full slide for the customer to see there. But, with the new version of PowerPoint on her Windows 8 tablet, Katie gets a special touch-optimized Presenter View on her personal screen she can use to easily control the presentation in a more natural way. She can swipe to advance the slides, or use her fingers to zoom into a detailed diagram, or pinch to zoom back to regular size. The customer can’t see it, but she can also pinch to zoom out and see all the slides in thumbnails in the Slide Navigator, so she could simply tap to jump ahead or back a number of slides without interrupting the presentation.Katie can also tap here to use a stylus as a laser pointer, and she can use ink to mark up the slides if there is feedback from the customer during her presentation. Katie can save these notes when she ends the presentation so she has them when she goes back to edit the PowerPoint later. If I switch the screens, you can see the Presenter View that Katie used. Katie can see the current slide, the upcoming slide, as well as her notes, which she can use her fingers and touch to resize as necessary. She has access to information about her presentation, like the current time and a timer for how long she’s been presenting. And of course, you can see some icons for those touch-friendly controls Katie used to seamlessly control her slides.This presenter view is great because it gives Katie more control, allowing her to focus less on the logistics of her presentation, and more on the message she’s trying to deliver, all with the ease of using just a tablet in her hands.Return to PowerPoint and the Northwind presentation from earlier If still in “Share” part of Backstage, then click back icon to return to the fileTap “Start from Beginning (F5)” icon in Quick Access Toolbar in top left of PowerPointNote presentation on secondary screenHold up tablet to show off Presenter View on the tablet*If not connected to projector: tap bottom left of presentation slide, tap “…” icon, tap “Show Presenter View”Swipe across current slidePinch to zoom in on current slideMove the view aroundPinch to zoom out to normal slide sizePinch to zoom out to Slide NavigatorTap to jump to another slideTap pen iconTap “Laser Pointer”Use stylus to move laser pointer aroundTap laser pointer iconTap “Pen”User stylus to hand-write some notesTap “Pen”Tap “Arrow Options” >> “Automatic”Tap “Display Settings”Tap “Swap Presenter View and Slide Show”Note the areas of Presenter View as you discuss themDuring the presentation, however, imagine that Northwind has a technical question about Contoso’s product which Katie needs help answering.Using the power of presence and the improved Lync desktop client, Katie can scan her buddy list, which she has organized by groups, to see who in her team is online and available to help her out.*Optional: demoer could do a skill search to find the subject-matter expert in the organization and initiate contact in that wayJust like everywhere else in Office, Katie’s contacts in her buddy list here in Lync are rich objects, and Katie can see their full contact card with integrated presence, as well as one-tap or click communication options like instant messaging, voice, and video calling. Either from the card, or right here in her buddy list, Katie can start an IM conversation with a single tap or click, so she can see if she can get a real-time response to Northwind’s question.If Katie wants to have a more interactive conversation with her colleague, or an actual face-to-face experience, she can easily escalate this conversation to a voice or a high-definition video call, with just one more tap or click of these icons here. Adding video also will let her colleague interact with the customer directly, so she’ll go ahead and launch the call.*Optional: perform multiparty video demo:If Katie wants to have a more collaborative session, she can easily go ahead and add others to the video call. She can simply drag and drop them into the conversation to invite them to the call, and they could accept with a single tap or click. For example, she could invite the entire team to the call and see who might accept. And just like that, Katie has launched a multi-party, HD video conference! Seeing all of her colleagues together, live, makes this meeting much more impactful than a traditional conference call, since Katie can really interact with everybody almost as seamlessly as if they were in the room with her. But, thanks to the Lync Meeting experience, her colleagues could be halfway around the world or just another building away.*End optional multi-party video portionAnd this Lync Meeting isn’t just limited to voice and video, either. Katie can easily add content to help her share and collaborate with her colleagues most effectively. Here in the content icon, Katie has the option to share her desktop, or start a shared whiteboarding session. She can even add a personal or shared note-taking pane, and those notes will sync to her personal OneNote page, or a team OneNote page synchronized through SharePoint, and be available after the meeting is over.Of course, Katie can also add a PowerPoint to present to the meeting attendees through Lync. Tapping here lets her browse her computer to choose a file to add. But, if she already has a presentation open in PowerPoint, she can skip the browsing in Lync and add it right from within PowerPoint! She can go into the ribbon and select the “Present Online” option. This is a new feature in PowerPoint and Lync which will identify any active or upcoming Lync Meetings, and give Katie the one-tap or click option to present her PowerPoint to the meeting attendees. This seamless experience is just another example of how the new version of Office breaks down the borders between applications, and lets Katie focus more on the flow she wants to complete, in this case, making the meeting more impactful and enabling richer collaboration between her and her colleagues.In addition to adding content to her Lync Meeting, Katie can also transition her experience between different views depending on what makes the most sense at any given time during the meeting. If seeing the current speaker is most important, she can select that option which will maximize the video feed for whoever is the active speaker at a given time. Or, when the conversation between attendees is most important, she can select the gallery view, which shows a standing row with 5 simultaneous HD video streams based on the 5 most active speakers, and a “seated row” with HD photos for the rest. At any time, she can pin the video of one or more contacts to ensure they’re in the standing row of the video gallery, or pop out the gallery view itself. Or, if the content is most important, she could select presentation view so that the PowerPoint would take up her whole screen, in this case.As you can see, this was just a spontaneous meeting, and yet Katie has all the capabilities of a scheduled Lync Meeting at her disposal, and the seamless integration of a number of Office applications coming together really helps make her meetings more impactful than ever before.Tap bottom left of presentation slideTap “end slideshow” icon at menu’s rightTap “Discard” at warning about inkingMake sure Windows 8 has returned to “Duplicate” mode*If not in Duplicate mode: swipe from right to access charms menu, tap “Devices,” tap “Second Screen,” and tap “Duplicate”Minimize (but don’t close) PowerPointOpen Lync desktop clientTap photo of primary demo buddy (who is online)Tap contact card iconNote communication optionsTap instant message iconType “Can you answer a customer question?”*Demo buddy response: “Let’s add video!”Note phone iconNote video iconTap video icon*Demo buddy can initiate video, in which case demoer just needs to accept video invite from demo buddy)*Optional: perform multiparty video demo:Tap and drag other contacts from Lync buddy list into the video call (choose among: AlexD, GarthF, MollyD, RobinC, and SaraD)*Demo buddy could also drag the others in quickly using mouse and multi-select in Lync, while demoer just notes addition of video feedsTap content iconNote Desktop Sharing iconNote Whiteboard iconTap “OneNote”Note My Notes iconNote Shared Notes iconTap “Present”Tap PowerPoint iconTap cancelTap PowerPoint icon in taskbar to return to the Northwind presentation from earlier Tap back icon in PowerPointTap “Slideshow” tab of PowerPointTap “Present Online”Tap “Microsoft Lync”Tap the active Lync meetingTap “OK”Note uploading peekIn Lync meeting, tap arrows to advance slides and see transitions a couple of timesIn Lync meeting, tap the “Pick a Layout” icon in bottom right of the meeting screenTap Speaker ViewTap the “Pick a Layout” iconTap Gallery ViewTap the “Pick a Layout” iconTap Presentation View iconNow let’s switch over to Robin Counts, Katie’s manager, who is responsible for managing the sales organization for Contoso. This includes tracking the sales pipeline status we saw earlier in Visio, managing the sales resources like Katie and her colleagues, and understanding exactly how Contoso’s sales initiatives are being conducted.To better understand how Katie and her colleagues are allocated for working across all of Contoso’s customer accounts, Robin can use the reporting capabilities of Microsoft Project Professional 2013. She opens the master project for all Contoso Sales Teams from SharePoint. You can see on the timeline that all team projects roll under this plan. People are rich objects here in Project just like across all the other Office products, so Robin can see information for her team members and follow up with them using the same contact card and one-click communication options she sees everywhere else.Robin can also re-allocate the team resources if necessary using Team Planner.And, Robin can run reports that give her the necessary first glimpse on how her team is doing. In addition to an overview report, she can not only track the work Burndown charts across all projects, and see remaining and completed work for individual projects, but she can also get per-resource details on resource availability and allocation.If Robin’s sales department is using Project Online in addition to Project client, she can get even more advanced capabilities for prioritizing and managing projects and resources. That includes giving more visibility to her management, so she no longer needs to send status emails every week and can focus on other priorities.Close Lync meetingSwitch Windows profiles to Robin CountsStart Project from Windows 8 Start screenSelect (opens directly to “Consolidated Sales Team Master Plan”)Note Timeline at the topHover over Katie Jordan name in row 5Note hover card and communications optionsClick Team Planner icon in the bottom of ProjectNote resource allocationHover over a work item and note detailsClick Report icon in the bottom of ProjectClick Project in the RibbonUnder Reports, select Work OverviewScroll to the bottom of the Work Overview + ExchangeeDiscoveryWith a better understanding of how all the sales resources are allocated across the organization, Robin wants to get a sense for exactly what communications and documentation has been generated for during the Northwind Account management process. She has been asked by the HR department to conduct this audit, as well as delegated the permissions by the organization to do this type of search.The new release of Office has revolutionized the way that organizations like Contoso can retain and discover data not only from Exchange, but SharePoint, Lync, and file shares as well, thanks to the new In-Place preservation and eDiscovery technology. All of the data will remain in-place, where it was created, so emails stay in Exchange, documents stay in SharePoint, and so on. But people like Robin, who have been delegated permissions using Role-Based Access Controls, can use a federated dashboard here in SharePoint to conduct eDiscovery searches across all the data from these different applications, with a single integrated and user-friendly interface.Robin wants to do a search specifically on any data across the organization pertaining to Northwind, so she can create a new search by clicking here. She can give the search a name, say “Northwind Audit,” and then she can click here to specify the mailboxes, SharePoint sites, document libraries, and file shares to include in this search. For mailboxes, she could add the entire organization, or she can specifically add Katie’s mailbox and maybe those folks on the Northwind Team distribution group. Since Lync instant message conversations are now stored in Exchange, they’ll automatically be included when searching these mailboxes. Then, for sites, Robin can add the URL for the Team Site we saw earlier in the demo. Now, she’ll add “Northwind” in the free-text filter box, to scope the search results just to those items in the mailboxes and sites related to the customer Northwind. Then she’ll click “search.”The system will now go off and search across emails and instant messages in Exchange, documents stored in SharePoint, and any file shares we added, based on the sources and keywords specified. When it’s complete, we can see some metrics on how many different items were found from each of the sources, and down here, we can actually see a list of results from both Exchange and SharePoint. We can also see a preview of the Exchange results using Outlook Web App, and we could also apply filters to scope the results further. We can do the same with the SharePoint results, say by file type, and we can preview those results using the rich Office client applications.And just like that, Robin has the audit results she needs to report back to HR on Contoso’s progress with Northwind. She’s been able to focus on the results she needs to provide, not the process she needs to use to provide them.So you see, the cross-product discovery capabilities in the new version of Office make it much easier for organizations to preserve and discover content across the communications and collaboration stack, saving time and simplifying what has traditionally been an expensive and lengthy process for organizations like Contoso. Open Desktop IE10 to the Northwind Case Page in the eDiscovery CenterNote “Identify and Hold” sectionNote “Search and Export” sectionClick “add new item” under “Search and Export”In Name box, type “Northwind Traders Audit”Click “Modify Query Scope”Note KatieJ mailbox, Northwind Traders distribution group sources already thereNote Northwind Traders Team Site URL that is already therePress OKIn the Query box, type NorthwindClick “Search”Under “Sources,” review the number of items foundOn the Exchange tab, review the list of discovered itemsClick any item to preview it using OWANote refiners in the left navigationClick on the SharePoint tabNote refiners in the left navigationClick any Word result to open a preview in the Office clientWrap-upAnd with that, I’m going to wrap up my demo. There’s a ton of great stuff in the new release of Office; this has been just a glimpse. But, I hope this demo has helped show you how this release of Office is bringing the next generation of productivity to our customers, and giving them a much more integrated and seamless experience than ever before. We are really excited about how the new Office will help our customers unlock their full potential to communicate and collaborate, and we can’t wait to show you more. Thank you.FAQsQ: What about Office Web Apps?Office Web Apps appear during the SharePoint portion of this demo script. There is also a deeper demo of the Office Web Apps available on the “Resources” page at . For deeper questions that come up about the Office Web Apps, it is recommended to log into Office 365 and use Outlook Web App as the starting point for the discussion.Q: What about deployment and streaming Office?This demo focuses on features and functionality within the Office clients and servers themselves which bring benefit to enterprise customers. A demo focused on Office deployment is available on . This Enterprise “Hero” Demo could be expanded to include the streaming of Office from the Office 365 trial tenant before beginning the client demos themselves at the start of this talk track.Revision numberLast ModifiedDescription of changes1May 9th 2013Original guide released on 2Dec 2nd 2013Automated setup to enable Yammer tab in O365 demo tenant Setup to enable Yammer app within SharePointVersion history ................
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