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Enterprise Demo Guide Last Update: February 19, 2013 2 Microsoft Confidential C

Enterprise Demo Guide Last Update: February 19, 2013 2 Microsoft Confidential Contents The new Exchange is designed to help you increase user productivity and keep your organization safe, while maintaining the control you need.  Move to the cloud on your terms with flexible migration options.  Help your users do more on any device, manage increasing volumes of email, and work together more effectively as teams.  Help protect business communications and sensitive information to address internal and regulatory compliance requirements. This document provides demonstrations of many features available with the new version of Exchange. Sections include:  Setup Instructions  Demo 1: Remain in Control, Online and On-premises  Demo 2: Do More, On Any Device  Demo 3: Keep Your Organization Safe Setup Instructions Microsoft Exchange Demo Guide 3 Microsoft Confidential Setup Instructions Setup Requirements  Office 365 E3 trial tenant.  Tenant administrator account username and password.  The new Microsoft Office Outlook.  Internet connection for tenant provisioning and demonstration.  Windows 8 demonstration host computer.  All times referenced in this demo use the Pacific Time zone. Prepare your Office 365 tenant demo environment 1. Set up an Office 365 E3 trial tenant with demo content pre-provisioned within. a. Visit the www.MicrosoftOfficeDemos.com website. b. Log in with the appropriate credentials c. Visit “Create Demo” page and follow instructions from there. i. Note: 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. Prepare your demo computer and demo personas 1. Install Microsoft Office on your demo computer. If you already have the new Microsoft Office installed, continue to the next step. a. From your demo computer, open an Internet browser and browse to http://portal.microsoftonline.com. b. Sign on to your tenant using your administrator credentials. c. In the right navigation, under admin shortcuts, click Download software. d. On the Office desktop apps page, click install. e. In IE10, in the download manager, click Run. This will stream the installation files to your computer. Setup Instructions Microsoft Exchange Demo Guide 4 Microsoft Confidential 2. On the demo computer, create an Outlook profile for Sara Davis a. In Windows 8, on the start screen, type mail. There is no text box to type into, you just need to begin typing to open Search. b. Under the Search results, click Settings as the results source (instead of Apps). c. On the Settings results page, click Mail. d. In the Mail window, on the General tab, click Add. e. In the Profile Name box, type a descriptive profile name, and then click OK. For example, Sara Davis Contoso Tenant. f. On the Auto Account Setup page, use the information below to complete the account information, and then click Next. Your Name Sara Davis E-mail Address SaraD@yourtenantname.onmicrosoft.com Password pass@word1 g. If prompted, in the Microsoft Outlook dialog box, click Allow. h. On the Configuring page, wait for the profile to be created, and then click Finish. i. In the Mail window, click Prompt for a profile to be used. j. Click OK. 3. Configure Sara Davis‟ Inbox. a. Open Outlook and log on using the Sara Davis profile. b. In the Windows Security dialog box, in the Password box, type pass@word1, click the Remember my credentials check box, and then click OK. c. Close the Welcome to Office dialog box. d. Add contacts to favorites for People peek. i. In the bottom navigation, click People. ii. In the contacts list, right-click Justin Harrison and then click Add to Favorites. iii. Repeat the previous step and add Judy Lew, Jamie Campbell, Heidi Steen, and Angel Garcia to favorites. e. Link a contact. Setup Instructions Microsoft Exchange Demo Guide 5 Microsoft Confidential i. In the contacts list, click Alex Darrow. ii. In the preview pane, next to Edit, click the ellipsis, and then click Link Contacts. iii. In the Linked contacts for Alex Darrow window, in the LINK ANOTHER CONTACT box, type AlexD and then press Enter. iv. Click Alex Darrow and then click OK. f. Add shared calendars to Sara Davis‟ mailbox. i. In the bottom navigation, click Calendar. ii. In the ribbon bar, click Open Calendar, and then click Open Shared Calendar. iii. In the Open a Shared Calendar dialog box, in the Name box, type Brian Johnson and then click OPEN. iv. Perform the same steps and add Molly Dempsey. v. In the folder pane, click the SHARED CALENDARS check box to remove the shared calendars from the preview pane. g. In the bottom navigation, click Mail. h. Verify that the Inbox view is set to Date and that Show as Conversations is not selected. This is the default view. i. Close Outlook. 4. Turn off Pop-up Blocker in Internet Explorer 10. a. Open Internet Explorer. b. In Internet Explorer 10, press Alt, in the menu, click Tools, point to Pop-up Blocker, and then click Turn off Pop-up Blocker. This is turned off for the demo to avoid additional dialog boxes that may be distracting. 5. Download the demo docs used in the demonstrations. a. On you host computer, open Windows Explorer, and create a folder named DemoDocs. You can create the folder in any location you like. In the demo guide, this location will be referred to as C:\DemoDocs. b. Open or switch to Internet Explorer. c. In the Address box, type https://yourtenantdomain.sharepoint.com/shared%20Documents/DemoDocs, and then press Enter. For example, https://contoso.sharepoint.com/shared%20Documents/DemoDocs d. If not already signed in, sign in using you tenant administrator credentials. Setup Instructions Microsoft Exchange Demo Guide 6 Microsoft Confidential e. On the DemoDocs page, next to Project Falcon Customer Data, click the Open Menu ellipsis. f. In the document preview, click the Open Menu ellipsis, and then click Download a Copy. g. In the download manager, click the Save menu, and then click Save as. h. In the Save As window, browse to the DemoDocs folder, and then click Save. i. In the top right of your IE window, click your tenant administrator name, and then click Sign Out. 6. Create cached history. Cached searches will be referenced in the demonstration. a. In Internet Explorer, in the Address box, type http://mail.office365.com. b. Sign on to Outlook Web App as SaraD@yourtenantdomain with a password of pass@word1 c. Above the message list, next to new email, click search. d. In the search box, type North and then press Enter. e. In the search box, type Northwind and then press Enter. f. Click new email. g. In the To box, type All Employees and then press Tab. h. Type Azizh and then press Tab. i. Type AnneW and then press Tab. j. Type AllieB and then press Tab. k. Type AlexD and then press Tab. l. Click DISCARD and then, in the discard message dialog box, click discard. m. In the top navigation, click Calendar. n. Click new event. o. In the Subject box, type Test 1. p. In the Location box, type Starbucks Los Angeles, and then click Search Bing. q. Click the first location found and then click OK. r. Click SAVE. s. In the Subject box, type Test 2. Setup Instructions Microsoft Exchange Demo Guide 7 Microsoft Confidential t. In the Location box, type Starbucks Seattle, and then click Search Bing. u. Click the first location found and then click OK. v. Click SAVE. w. In the Subject box, type Test 3. x. In the Location box, type Starbucks Dallas, and then click Search Bing. y. Click the first location found and then click OK. z. Click SAVE. aa. In the calendar, in the agenda view, right-click Test 1 and then click delete. bb. Delete Test 2, and Test 3. cc. In the top navigation, click Outlook. 7. Sign in to Microsoft Lync as Janet Schorr. a. On the Demo computer, open Lync. b. In the Sign-in address box, type JanetS@yourtenantdomain.onmicrosoft.com, and then click Sign In. c. In the Password box, type pass@word1, and then click Sign in. d. In the Do you want us to save your Lync sign-in info dialog box, click Yes. Sara Davis will interact with Janet Schorr using Outlook Web App IM in Demo 2. Demo 1: Remain in Control, Online and On-premises Microsoft Exchange Demo Guide 8 Microsoft Confidential Demo 1: Remain in Control, Online and On-premises Scenario The new Exchange enables you tailor your solution based on your unique needs and helps ensure your communications are always available while you remain in control; on your own terms - online, on-premises, or a hybrid of the two. Contoso Corporation, a fictitious company, is planning an upgrade from on-premises Exchange Server 2010 to the new Exchange. The global administrator wants to minimize the time spent upgrading the email system while ensuring the integrity of the company‟s data. This demo will show how the new Exchange offers flexible and powerful migration options and management tools. The global administrator also wants to decrease the amount of time and resources spent on managing the company‟s messaging system uploads/Management/ exchange-enterprise-demo-guide.pdf