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OneDrive for BusinessDemo Guide

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Demo Guide OneDrive for Business

Contents

Before You Begin........................................................................................................................................................... 4Demo home page and login......................................................................................................................................................... 4First-time Post-Install Steps.......................................................................................................................................................... 4Pre-demo Setup Steps.................................................................................................................................................................. 4

OneDrive for Business.................................................................................................................................................... 8Scenario....................................................................................................................................................................................... 8Goals............................................................................................................................................................................................ 8Products Featured........................................................................................................................................................................ 8Intended Audience....................................................................................................................................................................... 8Length.......................................................................................................................................................................................... 8

Demo Steps................................................................................................................................................................... 9Explore OneDrive for Business..................................................................................................................................................... 9Add and Sync Content................................................................................................................................................................ 15Modern Attachments and Enhanced Document Collaboration...................................................................................................17Yammer Integration: Document Conversations..........................................................................................................................23Smart Search............................................................................................................................................................................. 24Document Recovery................................................................................................................................................................... 26OneDrive Mobile......................................................................................................................................................................... 28Administrative controls.............................................................................................................................................................. 32

Reset Instructions........................................................................................................................................................ 41Post-Install Steps......................................................................................................................................................... 43

Configure the local Windows 8 machine:...................................................................................................................................43Personal OneDrive................................................................................................................................................. 43OneDrive for Business........................................................................................................................................... 43

Configure Windows Phone 8.1:................................................................................................................................................... 44

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Before You BeginYou will need specific demo-related information before completing the setup steps. For convenience, you will store the URLs and login credentials in a Notepad session during the Pre-demo setup steps.

Demo home page and loginOffice 365 tenant: https://<TenantName>.sharepoint.com/sites/contosoDemo hero user name: katiej@<TenantName>.onmicrosoft.comSecondary user name: garthf@<TenantName>.onmicrosoft.comGarth Fort’s personal site:

https://<TenantName>-my.sharepoint.com/personal/garthf_<TenantName>_onmicrosoft_com Administrator name: admin@<TenantName>.onmicrosoft.comPassword: The default password for all users located within the details section of your tenant on

demos.microsoft.com.

First-time Post-Install StepsIf this is the first time you are using the demo environment, complete the Post-Install Steps at the end of this document.

Pre-demo Setup StepsThe following steps are required prior to each presentation of the demo:URLs and User NamesFor convenience, you will use a Notepad session to record user names and URLs. You will use this information to log in and navigate to various pages throughout the demo.

1. Open a Notepad session.2. Copy and paste the tenant, user names, and URLs listed above under Demo home page and login.3. For <TenantName>, substitute the demo tenant name in all URLs. Optionally, save the Notepad file.4. Keep the Notepad session open during the course of the demo and use it as needed to log into the demo

tenant.

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https://demos.microsoft.com/

mailto:admin@%3CTenantName%3E.onmicrosoft.com

mailto:garthf@%3CTenantName%3E.onmicrosoft.com

mailto:katiej@%3CTenantName%3E.onmicrosoft.com


Katie Jordan session5. Start a browser session and log into your Office 365 tenant as Katie Jordan (alias katiej).6. In upper left, click App Launcher ( ,) and then click OneDrive.7. In OneDrive, share the Word document Pricing Guidelines for XT1000 with Garth Fort. Clear the “require

sign-in” box.8. Click App Launcher and then click Admin.9. In the left navigation, click SharePoint.10.In the left navigation, click Settings.11.In the Information Rights Management (IRM) section, choose Use the IRM service specified in your

configuration, and then choose Refresh IRM Settings.12.Click App Launcher and then right-click Yammer and select Open in new tab. If needed, log into Yammer

using the same credentials as for the demo tenant.13.Click the Yammer Home icon to open the feed for Katie Jordan.14.Click App Launcher and then right-click Delve; and select Open in new tab.15.If the Delve welcome screen displays, click Let’s go.16.Click App Launcher and then right-click Outlook and select Open in new Tab.17.Return to the OneDrive for Business tab.18.Delete the Excel document RD And Engineering Costs Q1 to the Recycle bin (you will restore this during the

demo).19.Re-sync the library to your local machine. For details, see the Post-Install Steps.20.Open Word client and add a Katie Jordan account using the demo credentials.

a. Click the File tab.b. In the left navigation, click Account.c. Under User Information, click Switch Account.d. If you already have a demo tenant account for Katie Jordan on the computer, exit this process and close

Word.e. In the Accounts window, click Add Account.f. Enter the demo tenant credentials for Katie Jordan (see above) and then click Sign In.

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21.Minimize Word.Garth Fort session

1. In an InPrivate browser session, log in as Garth Fort (alias garthf). This session will show co-authoring.2. Click App Launcher, and then click OneDrive.3. In the left navigation, click Shared with me.4. Click App Launcher and right-click Outlook, and then select Open in new tab.5. Click the Options (gear) icon, and then click Automatic replies.6. If Send automatic replies is selected, select Don’t send automatic replies, and then click Save.7. Click the back arrow next to Options to return to the Outlook mail view.8. Click App Launcher and in a new tab, open Yammer. Log into the Yammer session as Garth Fort (garthf) with

the demo credentials and click Home to show the posts. If not already selected, click All to show all posts.9. Join the Finance group:

a. In the left navigation, click Browse Groups.b. Pause on Finance and click Add. Click Done to confirm.

10.Return to the Katie Jordan session, in the OneDrive for Business tab.Administrator session

1. In a separate or InPrivate browser session, log into the demo tenant as MOD Administrator (alias admin).2. Click App Launcher, and then click Admin.

Windows Phone 8.1:1. You should have a phone set up with a primary MSA account for Katie Jordan. If you have not set up the phone

with the demo hero account, see the instructions in Post-Install Steps section. 2. Turn on the phone, and on the start screen, tap OneDrive.3. To confirm content in the Personal account, in the Accounts list, tap Personal. You should see personal

Documents and Pictures folders.4. Open the Documents folder and confirm that you can open an Office file. If needed, enter the MSA credentials

when presented with a login screen.5. Tap the back-arrow to return to the files list.

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6. The OneDrive for Business view will be the starting point for the Mobile section of the demo. To confirm OneDrive for Business content:

a. At the upper left, click the settings icon ( ).b. Tap the OneDrive for Business account that matches your demo tenant.c. You should see a list of folders and files (your view may not match the screen shot exactly).

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OneDrive for BusinessScenarioOneDrive for Business is a place to store, sync, and share your work files. As part of Office 365 or SharePoint Server 2013, OneDrive for Business enables you to update and share your files from anywhere, and co-author Office documents with others in real time. This demo shows how Contoso employee Katie Jordan manages her files, engages in co-authoring, posts documents and conversations to Yammer, searches OneDrive content, and uses the new integration features of OneDrive for Business and Outlook Web App to stay connected with her team. The demo shows both the desktop/laptop/Surface Pro experience and the mobile experience. Throughout this document, “click” and “tap” may be used interchangeably, depending on the device used for the demo.

GoalsThe goal of this demo is to explore the key features of OneDrive for Business:

Viewing and syncing content Storing files Smart Search Sharing and co-authoring with Outlook modern attachments and OneDrive Yammer integration with Office 365 web apps Cross-platform unified mobile experience, with ability to switch easily between work and personal content

Products FeaturedThis demo features the following applications:

OneDrive for Business OneDrive for Business mobile app.

Intended Audience Business Decision Makers

LengthThis demo requires approximately 20-30 minutes.

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Demo StepsExplore OneDrive for Business

Speaker Script StepsIntroductionKatie Jordan is an auditor in Contoso’s Finance Department. She and her team use Office 365 and OneDrive for Business to manage and sync all their documents. OneDrive for Business lets Katie’s team update and share files from anywhere, and to co-author Office documents with others in real time.This demo will illustrate some of the great new features of OneDrive for Business as we walk through Katie’s daily tasks.OneDrive for Business – quick tourLet’s start with a quick tour. OneDrive for Business is Katie’s place to store, sync, and share her work. The site has a familiar SharePoint look and feel, with easy navigation around the site.

At left is navigation to Katie’s entire document collection (Documents), documents that have been shared with her (Shared with me), and documents she is following (Followed).Documents stored in OneDrive for Business are private until explicitly shared. The sharing status of a file or folder is shown in the Sharing column; a “lock” icon means the file or folder is not shared with anyone, while a “people” icon means it is shared.

OneDrive for Business – quick tour1. In the top navigation bar, click the Office 365 App

Launcher, and then click OneDrive.

2. Show links in the left navigation: Documents, Shared with me, etc.

3. Point out that content is private until shared.4. Show the Sharing column and icons indicating the

sharing status of folders and documents.5. Click Shared with me and show the documents

shared with Katie.

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Speaker Script Steps

Site Folders is a convenient link to reach content on sites Katie is following.

There is also a link to Katie’s Recycle bin. We’ll restoring from the recycle bin in more detail later.

Document preview and options

6. Click Followed and show the documents Katie is following.

7. Click Site folders and show links to document folders in sites that Katie is following.

8. Optional – show a site folder:a. Click Sales and Marketing and show the

Documents folder.b. Click Documents to go to the Sales and

Marketing Shared Documents library.c. Use the browser back-arrow to return to Site

Folders – Sales and Marketing.9. In the left navigation, click Documents.10.In the left navigation, click Recycle bin, show

deleted content, and then click Documents to return to OneDrive for Business.

Document preview and options1. Click the context menu (…) next to the Word

document Proseware Project Budget Audit.

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Speaker Script StepsOneDrive for Business provides a rich inline document preview with options to view, edit, share, or download a copy, without having to leave the preview.

Katie can navigate through the document, right in the preview.

The preview window has a number of options for downloading or printing the document. Just click the menu drop-down to see them.

Optional: Katie can even open the document in a Web App directly from this menu.

Just below the preview window, Katie sees some key metadata for the document. Below the metadata are some additional options for editing, sharing, posting the document to Yammer, and more.

2. Place the cursor in the preview and scroll through the document.

3. Click the down-arrow next to the menu icon (just below the document preview) and show the options.

4. Optional: Click the “full screen” icon and show the document opens in a Web App on a separate tab. Then close the tab and return to OneDrive for Business.

5. Show the metadata: Changed by, Shared with, and the hyperlink.

6. Click the phone icon next to the hyperlink and show that you can open the hyperlink directly on a phone using a QR code from a new browser tab.

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Speaker Script StepsThe main EDIT option would open the document in an Office client program.Katie can also open the document in her phone by clicking the icon next to the hyperlink. This opens a new browser tab with a QR code.

This is how Katie would share the document with a colleague.

The context menu (…) provides even more document options: view, edit in the browser, check out, follow, and more.

When done, close the tab.

7. Show the options at the bottom of the preview: Edit, Share, and Post.

8. Click Share and explore the sharing window. Do not take any action at this time; close the window when done.

9. Click the context menu at the bottom of the preview and show the options.

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With versioning enabled, Katie can see the version history and options for restoring a previous version.Katie will restore a document later in the demo.

Delve IntegrationOneDrive for Business integrates well with Delve. Katie’s content will show in her “my work” group, and, depending on how she and others interact with her documents, in her home view as well.

The content cards show key metadata for each document, including links to the document locations. For example, Katie can quickly go to her OneDrive for Business by just clicking a link.

10.Click Version History and show the version history and options.

11.Close the preview window.

Delve Integration1. Switch to the Delve tab.2. Show Katie’s home view.

Note: her home view may not show content from her OneDrive.

3. In the left navigation, click My work.4. Show content from Katie’s OneDrive.

Note: there may be content from other sources as well.

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That concludes our overview of the OneDrive for Business. We will now explore how to add documents, sync files, share and co-author with others, and more.

5. Explain that links take you directly to the document source.

6. Click Katie Jordan’s OneDrive in one of the content cards and go back to OneDrive for Business.

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Add and Sync ContentSpeaker Script StepsAdd contentKatie has several options for adding new content to OneDrive. One is to create a new Office document right from OneDrive in a Web App.

Katie can also upload documents from her workstation by using the UI in OneDrive, or by drag and drop.

1. At the top of the Documents page, click new.

2. Show the options for creating a new Office document or a new folder.

3. Click Word to show a new document opens in Word Web App.

4. Click the browser back-arrow to return to OneDrive for Business.

5. At the top of the Documents page, click upload.

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Sync filesWith OneDrive, Katie can synchronize files across all her devices and access them anywhere in File Explorer, both online and offline. When she syncs OneDrive for Business files with her computer, she can access them from her desktop even when not connected to the Internet.To sync files to her computer, she needs the OneDrive for Business sync app, available with an Office 365 subscription that includes Office 2013 desktop applications. The local sync app keeps Katie’s files synced whenever there are changes.

The app creates a Favorite in File Explorer that points to Katie’s OneDrive for Business.

6. Show the Choose file to Upload window, then close the window.

7. At the bottom of the document list, show Drag files here to upload.

Sync files1. At the top of the Documents page, click sync.2. Show the Sync this library to your device for easy

access window.3. Show the Sync now icon, but do not click it at this time.

Note: to save time, the library was synced during pre-demo setup. Optionally, you may show the sync process in real time.

4. Switch to File Explorer.5. Under Favorites, click OneDrive for Business.6. Show the synced files.

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Modern Attachments and Enhanced Document CollaborationSpeaker Script Steps

A common frustration with email today is dealing with attachments. Maybe you’ve asked for feedback on a document only to have to merge back changes manually from all the recipients. Maybe you need the context from someone’s email to help inform the review of the document he or she included, and have to keep toggling back and forth. Even if you’re leveraging the cloud for storage and collaboration, sending links to files can be tedious. All of these tasks are now much simpler, thanks to deeper integration of OneDrive with Outlook Web App.Let’s suppose Katie wants co-worker Garth Fort to look over a document draft and make any needed edits before sending it to management. She of course wants Garth to have editing permissions on the file. In addition, Katie wants to co-author one “definitive” version of the document—eliminating the traditional hassles of merging or syncing changes among multiple versions.The process begins when Katie chooses to add a file as a OneDrive “attachment” to an email message to Garth.

Note that she has choices for how to share the file. She

1. Switch to the Katie Jordan – Outlook tab. If it is not open, click the App Launcher and then right-click Outlook and select Open in new tab.

2. At the upper left, click New.3. Fill out the fields as follows:

a. To: Garth FortIf the name does not resolve, click Search contacts and directory.

b. Subject: Document ready for editsc. Body: Hi Garth, please look at this document and

make edits as needed. Thanks.4. Click Insert, and then click Attachments or OneDrive

files.

5. If you see a “Bye bye copies…” message, click Close.6. Point out that OneDrive as well as local files are

available for attachment.7. In the left navigation, under OneDrive – Contoso, if My

files is not already selected, click My files.8. Click Proseware Project Budget Audit to select the

file and then in the upper left, click Next.9. Point out the choices for how to share the file.

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Speaker Script Stepschooses to share the file with OneDrive.

Files shared in this way have a “cloud” image on their Office document icon, showing the document is shared from OneDrive for Business.

By default, everyone in the To: and Cc: lines has permissions to view and edit the file. It is easy to change these permissions if needed.

Katie sends the email to Garth.

10.Click Share with OneDrive. The file shows in the email.

11.Note the cloud icon in the “attachment” showing the file is being shared from OneDrive for Business.

12.Click the down arrow and show the options to manage permissions or download the file. Click out.

13. In the upper navigation, click Send.Co-authoringKatie will now co-author the Proseware Project Budget Audit document with Garth.Katie will be working in Word client, while Garth will be editing online in Word Web App.Katie opens the document for editing in Word.

Co-authoring1. Still in the Katie Jordan session, switch back to the

OneDrive for Business tab. If not open, use App Launcher.

2. In the OneDrive Documents page, click the context menu next to the Word document Proseware Project Budget Audit and select Edit. The document will open in Word client.

3. If your screen size and resolution allows, split the screen between the Word client and the Garth Fort

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Garth connects to Outlook in Office 365, reads Katie’s email, and opens the same document for editing in Word Online.

Browser session.4. Switch to the Garth Fort browser session and if not

already open, open Outlook Online from the App Launcher.

5. Show the Document ready for edits email from Katie Jordan.

6. Click Proseware Project Budget Audit. The document will open in a Word Web App pane, right in Outlook.

7. At the upper right of the Word Online pane, click Edit and reply.

8. Note that a draft reply email displays and the document opens for editing in Word Online.

9. At the top right, click Katie Jordan is also editing. 19



Garth can see that Katie is also editing the document.

Garth makes some edits to the document.

Now Katie can also see that Garth is editing the document.

Katie makes some edits of her own and saves the document.

Note, this message may not display right away, but should show in 10-15 seconds.

10.Show that Katie is editing the document offline (in Word client).

11.As Garth, make an edit in the text on the first page.

12.Go back to Word client (as Katie Jordan).13.At the bottom of the screen, show that two people

are editing and click the “people sharing” icon. Click out.

14. As Katie, edit the title of the document as shown.

15.At the upper left, click the save icon to save Katie’s

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Once Katie saves, she can see Garth’s edits.

Now, Garth can also see Katie’s changes.

After Garth completes his edits, he sends a reply to Katie’s original email.

changes and see Garth’s edit.

16.If you see a File Updated window, select the first option (Combine your changes with the other authors’ changes…) and then click OK.

17.Show the changes by both authors.

18.Go back to the Garth Fort browser session.19.Show the same changes by Katie in Garth’s online

session.20.In the email pane, send a message back to Katie saying,

“OK, I made some edits, it’s good to go!” and click Send.

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Katie’s sees Garth’s reply and knows the document is now ready.She closes her Word client.

21.Switch to Katie’s Outlook Web App in the browser and show the reply from Garth.

22.Switch to Katie’s Word client app and close the app.

23.Return to Katie’s OneDrive for Business tab.

Yammer Integration: Document ConversationsSpeaker Script StepsNote to presenter: at of this writing (December 2014), the Document Conversations feature was enabled on select tenants only, and for a subset of users. If you do not see the Yammer icon as described in step 2, skip this section and move on to Smart Search.In addition to collaborating on documents via modern attachments, Katie’s team can also engage a social experience while doing so. Increased integration between Yammer and Office now enables document conversations. Simply put, this feature embeds the social collaboration capabilities of Yammer into the Office apps Katie and her team use to get work done every day. Document conversations are a simple way to collaborate on the content they produce with Office

1. In Katie’s OneDrive for Business, click the Word document Pricing Guidelines for XT100. The document will open in Word Online.

2. Click the Yammer icon at the upper right of the page.

3. In the Yammer Conversations pane that opens, click into the message box and type Hi team, let’s get together to review and revise this document before the end of this week.

4. Click the X next to All Company and then in the pull-down, click Finance.

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Online and store in the cloud in SharePoint Online or OneDrive for Business. Katie and her teammates can now share their ideas and expertise around Office documents, images and videos right from within the content they are editing or reviewing. Because it’s Yammer, the team can also view and participate in conversations outside the document, on a mobile device, in Microsoft Dynamics CRM, or any app with an embedded Yammer feed.Katie starts a collaboration session with the Finance team on a pricing guidelines document.

Garth sees the Yammer post and opens the document in Word Online directly from Yammer. Now, he can edit or co-author the document with Katie or with other team members. At the same time, Garth can contribute to the associated Yammer conversation, right in Word Online.

5. Click Post.6. Switch to the Garth Fort browser session and then switch

to the Yammer tab. Refresh the page.7. Show the post by Katie asking to collaborate on the

pricing guidelines document.8. In the post, click the title link next to the Word icon.

The document opens in Word Online.

9. In Word Online, if not already open, open the Yammer pane and show the conversation started by Katie.

Smart SearchSpeaker Script Steps

Searching for documents within OneDrive for Business is fast and intuitive. A new interface, called Smart

1. At the upper left, in the search OneDrive field, type budget and press ENTER.

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Search, enables users to find the most relevant files quickly. It begins to retrieve results as you type.

Search results display in a popup that shows key metadata such as the document type, author, and location.

Optional: Katie can open the document directly from the search results list.

By default, the search scope is OneDrive for Business. However, Katie can also search across the entire site collection by clicking Search Everything.Search Everything takes Katie to the Search Center, where

2. Show the search results pop-up with the search term highlighted.

3. Point out the various source locations (for example, My Documents, Shared with Me, Contoso documents).

4. Click the down-arrow next to one of the documents and show additional detail: highlight the search term, “modified by” author, and (if appropriate), a sharing icon (circle with dots).

5. Optional: Right-click the title and select Open in new tab to show the document opens in a Web App. Then close the tab and return to the documents list.

6. Click Search Everything and show results from the entire site collection.

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Speaker Script Stepsa more comprehensive search experience is available.

7. Use the browser back-arrow to navigate back to OneDrive for Business.

Document RecoverySpeaker Script StepsDocument recovery—versioningIf we make many edits to a document, undoing all of them individually would be impractical. With versioning, it is much simpler to roll back to a previous version of the document.Katie decides to undo the changes that she and Garth made to the Proseware Project Budget Audit document.

1. Still in the Katie Jordan browser session, switch to the OneDrive for Business tab.

2. Click the context menu for Proseware Project Budget Audit.

3. In the preview, click the context menu again and then click Version History.

4. Note the version list. There may be multiple versions of the document.

5. In the pull-down next to the original version (1.0), click Restore, and then click OK to confirm.

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Document recovery—recycle binOneDrive for Business has a recycle bin, just like other SharePoint libraries. Katie can restore a file from there very easily.

Here, she restores an Excel file that she accidentally deleted earlier.

6. Show the restored version. It will have the latest version number and will now be the “current version”.

7. Close the Version History window.8. In the left navigation, click Recycle bin.

9. Click the box next to RD And Engineering Costs Q1.xlsx previously deleted from OneDrive for Business.

10.Click Restore Selection.11.Click OK to confirm.

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Speaker Script Steps12.In the left navigation, click Documents.13.Show the recovered document.

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OneDrive MobileSpeaker Script StepsNote to presenter:While this demo illustrates the Windows Phone 8.1, similar experiences are available on other devices including the iPhone, iPad, and Android devices. For more information, see the following links:Link to iPhone appLink to Android app

OneDrive unified experience on a Windows Phone 8.1Katie can access both her personal and business content on her Windows Phone 8.1 when she is on the go, using the new unified OneDrive mobile experience. She no longer needs to log in and out of multiple accounts just to switch contexts, saving time and making it easier for Katie to balance work and home documents, schedules, and tasks.Katie starts by reviewing her work documents.

Browse OneDrive for BusinessIn OneDrive for Business, Katie can view or add files, create new folders, or select files from the context menu.

1. Switch to the Windows Phone 8.1 and awaken it if needed. It should show Katie’s OneDrive for Business content.

Browse OneDrive for Business2. Show the folders and files on Katie’s OneDrive for

Business.

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https://play.google.com/store/apps/details?id=com.microsoft.skydrive&hl=en

https://itunes.apple.com/us/app/onedrive-for-ios/id477537958?mt=8



Katie can open a document and scroll through it.

She can also share, edit, save, and search the document.

3. At the lower right, click the context menu (…) and show the options. When done, click the context menu again.

4. Scroll down if needed, and then tap the Word document

Proseware Project Budget Audit. Show it opens on the phone.

5. Scroll through the document.6. Tap anywhere in the document to open the menu.7. Tap the context menu (…) to show the full menu

options.

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8. Tap the back-arrow twice to return to the file list.

File optionsKatie can manage her files right on her mobile device.

Options include deleting, moving, sharing, or downloading files.

File options1. Tap the select icon.

2. Tap the Word document Proseware Project Budget Audit to select it.

3. At the bottom right, tap the context menu.4. At the bottom of the screen, show the options that

display for the document: delete, move, share, and download.

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Browse Personal OneDriveKatie can switch between her business and personal OneDrive content quickly. While taking a break, she switches over to her Personal account.

Katie can view and manage personal schedules, recipes, shopping lists, vacation plans, and photos, and similar files right from OneDrive.

Browse Personal OneDrive1. Tap the Settings icon at the upper left.2. Under Accounts, tap Personal.3. Tap Documents.4. Show the personal documents list (your view may

not match the screen shot exactly).

5. Optional: Open an Office document to see it on the phone.

6. Tap the back-arrow to return to the folders list.7. Optional: tap Pictures to view image files (your view

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After her break, Katie can return to her work documents in the same way that she switched to her personal content: right from the Settings menu.

may not match the screen shot exactly). When done, tap the back-arrow to return to the folders list.

Administrative controls and eDiscoverySpeaker Script Steps

We will now explore some administrative controls that apply to SharePoint and OneDrive for Business. For this section, you will use the MOD Administrator browser session.

Information Rights ManagementInformation Rights Management (IRM) enables you to limit the actions users can take on files downloaded from lists or libraries. IRM encrypts the downloaded files and limits the set of users and programs allowed to decrypt these files. IRM can also limit the rights of the users allowed to read files, so they cannot take actions such as share or print copies of the files or copy text from them.On a site, you apply IRM to an entire list or library, rather than to individual files. This makes it easier to

1. Stay in or switch to the MOD Administrator browser session. You should be in the Office 365 admin center.

2. In the left navigation, under Admin, click SharePoint.3. In the left navigation, click settings.

Information Rights Management

Enable or disable IRM4. Show the settings in the Information Rights

Management (IRM) section.

Set IRM options for a list or library32



ensure a consistent level of protection for an entire set of documents or files. IRM can thus help your organization to enforce corporate policies that govern the use and dissemination of confidential or proprietary information.In addition, you can sync your IRM protected documents on OneDrive for Business. The IRM protection stays in place whether you open file on Office Online or on a local folder and continues to apply the settings even if you make edits to the file in both locations.To apply IRM to a list or library, you must have administrator permissions for that list or library.

5. Using the App Launcher, navigate to OneDrive for Business.

6. Click the Library tab.

7. In the Settings group, click Library Settings.8. Under Permissions and Management, click

Information Rights Management.9. Click Show Options.

10.Review the IRM options and settings. Do not create a new policy at this time.

11.Click Cancel.12.Return to the settings page in the SharePoint admin

center.

Navigation and SharingYou can also set the navigation and sharing options in the SharePoint admin center.

1. Scroll up in needed to show the Top Navigation Bar User Experience options.

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2. Point out the options to show or hide OneDrive for Business in the top navigation.

3. Scroll down to show the External Sharing options.

View OneDrive administrative reportsA user with tenant administrator permissions can view several reports relating to resources used by OneDrive for Business.

These reports can be useful for identifying resource constraint issues on a tenant.

View OneDrive administrative reports1. In the top navigation, next to Office 365, click Admin.2. In the left navigation, click Reports.3. In the Reports page, Under OneDrive for Business,

click OneDrive for Business sites deployed.4. Show the report of active vs. inactive OneDrive for

Business sites.5. Note the Related reports links to the right.

6. Click the blue back-arrow above the report.7. Back in the Reports page, click OneDrive for

Business Storage.8. Show the report.

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Access user files and prepare for eDiscoveryAs an administrator, you can use the eDiscovery Center in SharePoint Online to search all OneDrive for Business sites in your organization keywords, sensitive information, and other search criteria. Each user in your organization is the owner of their OneDrive for Business site, which is located in the site collection named https://domain-my.sharepoint.com.By default, an Office 365 global administrator or compliance manager can’t use the eDiscovery Center in SharePoint Online to search any OneDrive for Business sites. To search a OneDrive for Business site, administrators or compliance managers must be a site collection administrator for that OneDrive for Business site.Here we show how to configure the admin user MOD Administrator as a site collection administrator for Garth Fort’s OneDrive for Business site.

9. Click the blue back-arrow above the report.Access user files and prepare for eDiscovery

1. Click the App Launcher and then click Admin.2. In the left navigation, click SharePoint.3. Click user profiles.4. Under People, click Manage User Profiles.5. In the Find Profiles text box, enter Garth and click

Find.6. Pause on the account name for garthf and then click

the down-arrow.7. In the menu, click Manage site collection owners.

8. In the Site Collection Administrators box, type admin and wait for the name to resolve, or click the check names button.

9. Click OK.10.Pause on the account name for garthf and then click

the down-arrow.

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https://domain-my.sharepoint.com/



With access to Garth’s OneDrive as MOD Administrator, you could now set up an eDiscovery case that searches across Garth’s content there.

11. In the menu, click Manage Personal Site.12.In the left navigation, click Documents.13.Show that you are accessing Garth Fort’s OneDrive

as an administrator.

14.Using the browser back-arrow or App Launcher, navigate back to the SharePoint admin center.

Optional: Create an eDiscovery caseHere, we show how to set up an eDiscovery case that searches for content in Garth Fort’s OneDrive.

The first step is to create a new eDiscovery case.

Optional: Create an eDiscovery case1. Start in the SharePoint admin center. If you closed the

tab, Click App Launcher, and then click Admin, then in the left navigation, under Admin, click SharePoint.

2. If not already shown, in the left navigation, click site collections.

3. Click the site collection https://<TenantName>.sharepoint.com/sites/ediscovery.

4. In the pop-up, click the Web Site Address link.5. Click Create new case.6. Give the case a title Test case 1 and a site collection

link test1. Note that /test1 will become the URL for the case.

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Next, add a new eDiscovery Set pointing to Garth Fort’s OneDrive.

7. At the bottom of the page, click Create.8. Point out the areas of the page, including In-Place Hold

Status. Currently there should be no items on Hold in this new eDiscovery case.

9. Under eDiscovery Sets, click the New Item link.

10.Name the set Garth Fort eDiscovery, and then click the Add & Manage Sources link.

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Add a filter for the terms that you wish to retrieve, in this case marketing.

Preview the eDiscovery search results in Garth Fort’s OneDrive.

11.Go to your Notepad session and copy the URL to Garth’s personal site. It will be of the form https://<TenantName>-my.sharepoint.com/personal/garthf_<TenantName>_onmicrosoft_com. For <TenantName>, you will substitute your demo tenant name.

12.Under Locations, paste (or type if you are not using Notepad) the URL to Garth Fort’s personal site.

13.Click the folder check icon and show the Garth Fort location resolves.

14.Click OK.15.Under Sources, note the In-Place Hold Status (not on

hold) and the number of items found.16.In the Filter box, enter marketing.17.Click Get Statistics.18.Note that the number of items found changes.19.Click Preview Results.20.Click the SharePoint tab.21.Show the eDiscovery search results. (Your view

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If Katie wished to create an in-place hold for these items, she would select Enable In-Place Hold and then save the eDiscovery case.She will not place the hold at this time.

<End of demo>

may not match the screen shot exactly).

22.Close the Preview Results window.23.In the In-Place Hold section, point out the Enable In-

Place Hold options.

24.Mention that if you enable in-place hold and save the eDiscovery set, its in-place hold status would change.

25.Click Cancel.

Reset InstructionsAt the conclusion of each presentation, follow these steps to reset the demo:In the Katie Jordan session:

1. Delete any new documents you created.2. If you edited any documents in addition to the one in the script, revert them back to their original version.

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3. Restore any files you may have deleted during the demo that you wish to use in a subsequent presentation.4. Remove any posts you made to Yammer.5. In Outlook Web App, delete the “Document ready for edits” email thread.6. Sign out and close the Katie Jordan browser session.

In the Garth Fort session:1. In Outlook Web App, delete the “Document ready for edits” email thread.2. Leave the Yammer Finance group:

a. In Yammer, in the left navigation click Browse Groups.b. Click View more groups.c. Click the My Groups tab.d. At the right of the Finance group, pause on Joined and then click Leave.

3. Sign out and close the Garth Fort browser session.In the Administrator session:

1. Navigate to the eDiscovery site at https://<TenantName>.sharepoint.com/sites/ediscovery.2. In the left navigation, click Site Contents.3. Click Test case 1.4. Click Settings (gear icon), and then click Site Settings.5. Under Site Actions, click Delete this site.6. Confirm that the site you are about to delete is …/ediscovery/test1.7. Click Delete and OK to confirm.8. Click Go Back to Site.9. Close the Legal Discovery Center tab.10.Remove MOD Administrator from Garth Fort’s site collection administrators:

a. Use App Launcher to open Admin in a new tab.b. In the left navigation, click SharePoint.c. Click User Profiles.

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d. Click Manage User Profiles.e. In the Find Profiles box, type Garth and click Find.f. Click Garth’s account and select Manage site collection owners.g. In the Site Collection administrators box, right-click MOD Administrator and select Delete.h. Scroll down and click OK.i. Close the Manage User Profiles tab.

11.Close all tabs and sign out of the browser session.

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Post-Install StepsComplete the following post-install steps once for your demo environment:

Configure the local Windows 8 machine:Personal OneDrive

1. Open a browser session and navigate to the demo tenant at https://<TenantName>.sharepoint.com.2. On the landing page, click Demo Assets.3. Click Mobile Demo Docs, and then click Consumer OneDrive.4. Download copies of all files to your local machine.5. Return to DemoDocs and click the People Photos – Small folder.6. Download copies of KatieJ and MollyD to your local machine.7. In a new or InPrivate browser session, navigate to OneDrive at https://onedrive.live.com/about/en-us/ and click

Sign up now at the bottom of the page to create a Microsoft Service Account (MSA).8. Sign up for a new Windows Live account for Katie Jordan, which you will use to log into the OneDrive app for

Windows Phone. This can be any Live ID (example: [email protected], use the display name: Katie Jordan).Note: do NOT use [email protected] as the user name.

9. In the new MSA you just created, upload the documents from Consumer OneDrive to the Documents folder in Katie Jordan’s personal OneDrive.

10.Upload the photos from People Photos – Small to the Pictures folder in Katie Jordan’s personal OneDrive.11.Optional: if you wish to show any other photos that are on your local machine, upload them to the Pictures

folder.OneDrive for Business

12.Ensure that OneDrive for Business sync app (it will show as OneDrive for Business) is installed on your local machine:

a. Navigate to Programs and Features.

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https://onedrive.live.com/about/en-us/


b. If you do not see Microsoft OneDrive for Business 2013, install the client from the website http://support.microsoft.com/kb/2903984.

13.Sync Katie Jordan’s OneDrive for Business library to your local computer:a. If not already signed in to Office 365 as Katie Jordan, do so now.b. Click App Launcher, and then click OneDrive.c. Above the documents list, click Sync.d. At the prompt, click Sync Now to start the sync app wizard. The wizard automatically fills in the name

and web address of the library.e. Click Allow in any popups or server messages.f. If presented with a login window, enter Katie Jordan’s credentials.g. Select Sync Now in the wizard to start syncing. h. You can click Show my files… in the wizard to open the synced library folder in File Explorer.i. Wait for all the content to finish syncing.j. In File Explorer, confirm the Contoso folder exists in Favorites.

Configure Windows Phone 8.1:1. Start the phone and log in with the new Microsoft service account (MSA) created in the previous section for

Katie Jordan.a. If the phone has an existing MSA as the primary account, you will need to reset the phone and add the

new account as the primary account.2. Ascertain whether the phone has OneDrive installed; if not, download and install the app.3. Make sure the OneDrive tile is on the Start screen.4. Tap OneDrive. You should see the content uploaded to Katie Jordan’s personal OneDrive in the previous

section.

5. At the upper left, click the settings icon (the three horizontal bars ) and tap Accounts if needed to see the accounts list.

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http://support.microsoft.com/kb/2903984


6. If you do not see an account that matches the demo tenant (KatieJ@<tenant.onmicrosoft.com>:a. Tap Settings, tap Accounts, and then tap Add OneDrive for Business in the lower left.b. Add an account for Katie Jordan with the demo tenant credentials.

7. Click the back-arrow to exit the Settings page, and return to the accounts list.8. Tap the account you just created.9. You should see a list of folders and files in Katie’s OneDrive for Business account (your view may not match the

screen shot exactly).

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mailto:KatieJ@%3Ctenant.onmicrosoft.com