Breadth Technical ReadinessTools for Office 2010<Name><Event Date>

Session Objectives

• What you should consider before deploying Microsoft Office 2010®

• Planning and Preparation Tools to assist with Office 2010 deployments

• IT Professionals will come away understanding what tools are available to support Office deployments

• Enable IT Pros to start their evaluation, planning and deployment cycle of Office 2010

Deployment LifecycleCore Office deployment project lifecycle

Planning

Migration

ConfigurationDeployment

Operations

Planning Tools

• Planning starts in 3 key assessment areas:− System readiness − Application compatibility − File readiness

• Where do you start?− Hardware - inventory and

identify − Application & File scans can

build from the initial assessment• Consider group wise assessments

− Not just technical readiness

Getting Ready for Office 2010 Planning & Assessment

System Readiness• Inventory Office Applications • Assess hardware & OS readiness• Suggests key upgrades• Summary proposal of 2010 readiness

Application Compatibly• Identify interfacing add-ins & interfaces• Tag known compatible apps• Mitigate VBA and macro code

File Readiness • Scan & identify potential format deltas• Identify potential macro issues• Migrate Office files to OpenXML formats

• Microsoft Assessment Planning Toolkit (MAP)

• Office Environment Assessment Tool (OEAT)• Office Compatibility Code Inspector (OCCI)

• Office Migration Planning Manager (OMPM)

Guidance• Desktop Deployment Planning Service (SA)• Training Vouchers(SA)

• Office Resource Kit (ORK)• TechNet Resource Centers

Microsoft Assessment Planning Toolkit Overview

• Microsoft Assessment Planning Toolkit – from Technet• Agentless network wide inventory• Initial readiness assessment and environment analysis• Outputs leveraged to start detailed scans and planning• Current MAP 4.0 can be leveraged today

− Use Office 2007 Assessment

Hardware Inventory• Agentless• HW Analysis

Compatibility Analysis• Hardware compat

• Inventory of Apps

Readiness Report• Excel data report

• Recommendations*

MAP – What’s Coming

• MAP will be revised in conjunction with Office 2010

• Additional Office planning features:− Detailed analysis report workbook− Summary proposal report− Upgrade scenario support

• Clear definition and link to Office application compatibly tool

• Initial tool beta in H1 2010 – CTP today!

Office Environment Assessment Tool • Comprehensive environment scanning tool

− Installed applications− Installation environment.

• Focus of OEAT scan− Office client add-ins − Programs that interact with Office clients

• Environmental assessment (drill down from MAP)

• Add-ins assessment - list of 3d party programs and information about the program’s compatibility with Office 2010.

Enterprise Learning Framework• Content customized

by applications• Content provided

by audience• Content outlined by

timeline• Includes project

promotion and support content

•End user awareness content•Early awareness

Raising Awareness

•Identify targeted learning topics•Gets users up and running quickly

Minimizing Disruption

•Concise learning topics •Minimizes impact to end users

Shortening Training

•Crucial learning topics•Expedites adoption

Gaining Productivit

y

Office Migration Planning Manager (OMPM)Meet the tool• Primary content assessment tool• Suite of tools for analyzing Office

documents for potential migration issues− Scanner− Database− Reporting tool− Companion tools

• Introduced in Office 2007 for Open XML conversion

• Analysis highlights potential issues

Office Document AssessmentDocument discovery with OMPM

• Scanning and reporting tools• Command-line scanner execution• Can scan network shares, WebDav

shares, and client systems• Aggregates scan results in a SQL or

SQL Express database• Indicates potential compatibility issues

IF legacy documents are converted to the 2007 XML format

• Scan can be executed locally or from central server

• Scanner functions controlled by admin settings in the config file

• Is not a general-purpose macro scanner

Migration

PlanningManager

Desktop

File Server

SharePoint Server

Using OMPMConsiderations for OMPM usage

• Use the tool to target potential file compatibility issues

• Don’t plan to scan your entire environment• Target representative content groups• Don’t panic – not all warnings are show

stoppers• Plan time to analyze the results

− Is the content relevant− What is the business impact

Suite Overview: Scanner

• Light and Deep scanning modes− Light: Collects file properties− Deep: Cracks open files and looks for issues

• Deployable via SCCM or login script• Can scan servers, SharePoint, and other WebDav

enabled systems• Scan controlled by config file – offscan.ini

Suite Overview: Database

• Provides SQL database to store scan results− SQL 2000, 2005 and 2005 Express

• Command line tools to provision database and import data

• Scan logs are imported for analysis – xml results in CAB file

• Plan retrieval process to minimize network load

Suite Overview: Reporting

• Access reporting tool connects to scan DB− Identify key issues and target migration testing− View reports by file, machine, workgroup,

issue type, etc.• Also review scan coverage

Suite Overview: Companion Tools

• Optional tools to update content• Version Extraction Tool (VET)

− Separates multiple .doc versions of document

• Office File Converter (OFC)− Bulk converts Office 97-2003 files to

Office 2007 Open XML format− Convert on file share or desktop− Source content can be maintained

What’s New for OMPM in 2010

• x86->x64 migration• Macro scanning• SQL 2008 compatibility• Improved performance• Lots of small improvements and new

features• New version aligned with 2010• Start analysis with current tool

X86 → x64 Migration

• New scanner module for migration issues between x86 and x64 (XL, Access, PPT, Word)− Scan any 97-2010 file for x86->x64 migration− Scans

− ActiveX− Macros− COM objects

− Optionally collects Excel V4 and VBA code usage information from specific opt-in customers for future VBA work

• New reporting options for these issues

OMPM FAQs

• Are macros scanned?− Yes – all documents with a VBA project are

identified, additional filter possible for macros• Maximum number of scans for analysis?

− 1 million logs – divide analysis into multiple scan databases or directly query database

• Is Office required on the computer being scanned?− No, Office is not required for the scan

• Will a file conversion update/loose file metadata (last change, author, etc.)?− No – data is preserved from the original

Office Migration Planning Manager ResultsExample enterprise scan for file readinessThe Scan• 39 terabytes scanned • 95 million files scanned• 5.8 million Office files found• Geo-distributed servers

Results Summary• Very low issue rates

− 0.00004% red issues− 0.0022% yellow issues

• Significant time to plan & coordinate scans

• Actual scan completed in 30 days

Conclusions• Start assessment early• Tool is enterprise scale• Leverage best practices to run tool at scale• Tool best used to obtain quantitative assessment• Compatibility Mode actually addresses most issues• Issue perception larger than actual issues found

Migration

• Proper planning analysis will enable targeted migration activities

• Migration activities require developer and IT Pro involvement

• Migration does not need to be a single big-bang event

• Testing is key to verify migrations are complete

User State Migration Tool 4.0

• Scriptable tool providing migration support

• Tool is delivered with Windows and is primarily used during OS migrations

• Tool includes packed Office application migration rules including:− Email Settings− Dictionaries− Templates− Documents

• Application configuration will be revised

Office 2010 Compatibility Inspector Tool• Act on potential issues identified by

OMPM• Integrates into Office VBA and VS(TO)• Code changes needed for 64 bit

migration• Enables user comment/mark those

areas in the code for update • Summary of scan result provided• A detailed report for review• Scan performed per file• Tool in testing phase

OMPM for Migration

• OMPM also is used for migration• Office File Converter is leveraged to

bulk migrate files• Total migration of files is not

recommended• Use planning process to selectively

migrate key documents based on business value and frequency of use

Configuration

• Configuration will develop the package for deployment

• Consider the activation strategies as it will impact the package to be created

• Tools are provided to simplify the customizations for the specific deployment

Realizing Office 2010Configuration & Management

Deployment• Many methods for delivering install packages (caching, MSI, scripts, SCE/SCCM, virtualization)• Deployment method influences degree of control & monitoring

Build Package• Define applications and preference• Bundle supporting elements, i.e.

• Add-ins, languages, guides, etc.

Control Environment• Enforce system wide policy• Control Office application @ a granular level – over 4000 objects

• Office Configuration Tool(OCT)• Config.xml

• Group Policies – Office admin templates

Guidance•Office Resource Kit (ORK)•Security Guide

• TechNet Community• TechNet Resource Centers

Licensing

• Microsoft Office licensing is evolving• Software Protection Platform (SPP)

provides two technologies for Enterprise and Corporate customers to manage their software licenses:

− Key Management Service (KMS) − Multiple Activation Key (MAK)− A combination of KMS and MAK

• Mitigates risk of improper use of software

Volume Activation

• Activation for all VL Office 2010 client products− Provisioned and managed by IT pros− Transparent end user experience

• Activation not required for Office 2010 server products

• Tools− VAMT 2.0− Software licensing management script

Volume Activation & VAMT 2.0

• Volume Activation

− Required for all Office 2010 client products

• Activation methods

− Key management service (KMS)

− Multiple activation key (MAK)

• Tools

− VAMT 2.0

− Software licensing management script

KMS Host

• One KMS host for Windows and Office• KMS host

− KMS activates computers on a local network− Eliminates need for individual computers to connect

to Microsoft for activation• Software licensing management script

− Manage KMS host− Manage KMS clients− Monitoring

• Highly scalable service (100’s of thousands)− MSIT: Co-host, 10’s of thousands

Operating System Office

Windows

Windows Server 2003 √ √

Windows Vista √

Windows Server 08 √

Windows 7 VL √ √

Windows Server 2008 R2

√ √

Volume Activation Management Tool (VAMT)• VAMT Key Features

− Search in the enterprise network− Deploy MAK product keys to clients− Proxy MAK activation− Trigger MAK online and KMS activations

• MMC snap-in− VAMT 1.x is standalone tool

Office Customization Tool

• The primary tool for most customizations

• Saves customizations in a Setup customization (.msp) file

• Customizes the following areas:− Setup − Features− Additional content− Microsoft Office Outlook− Mange Registry settings

• 2010 Deltas include SPP support

Office Customization ToolBuild deployment packages to fit business requirements

OCT 64-Bit SupportLeverage existing packages to create 64-bit deployments

• On an x64 machine, users can use the 64-bit OCT

• 32-bit patches cannot be applied to 64-bit Office products

• Users customize once for a mixed environment:− The 32-bit OCT can import 64-bit patches and

apply them to 32-bit products, and then export 32-bit patches as 64-bit patches

− The 64-bit OCT can import 32-bit patches and apply them to 64-bit products, and then export 64-bit patches as 32-bit patches

Config.xmlAdditional controls to customize the deployment package

• Secondary tool for customization of the Office package

• Use OCT first then use Config.xml to override MSP Settings

• Only way to deploy Language Packs• Enables chaining of deployments

Group Policies

• Administrators can use Group Policy to mandate user settings for Office

• Office policy settings are contained in the Administrative Template (.adm or .admx and .adml) files

• Administrators can use settings to create highly restricted or lightly managed desktop configurations

• Group Policy settings have precedence over OCT settings

• Administrators can use settings to disable file formats that are not secure across the network

• Over 4000 group policy control objects

Group PolicyOffice admin templates allow IT to control features available for end users

DeploymentMethods to manage the deployment

System Center

Configuration Manager

Virtualization

Group Policy Startup Scripts

Network Share

Managed Deploymen

t

End User Readiness Intranet

• A pre-loaded intranet starter site will be made available for enterprises to deploy

• The content will pull from the best of the Office Online content providing IT Pros the ability to setup a internal readiness site

• The site can be customized to fit the enterprise

• Technical deployment of site has minimal requirements

• Goal is to minimize end user readiness requirements for deployment

Operations

Planning

Migration

Configuration

Deployment

Operations

OCT for Operations

• OCT is not only used for initial deployment• OCT can be leveraged to package future

updates• OCT can be used to package future support

pack updates and control features

Resources

• Where to go for each of the toolsMAP: http://microsoft.com/map USMT: http://technet.microsoft.com/en-us/library/dd560750(WS.10).aspxOffice Activation Technologies: http://technet.microsoft.com/volumeactivation OMPM: http://technet.microsoft.com/en-us/library/dd901407.aspx (Office 2007 Link)OCT: http://technet.microsoft.com/en-us/library/cc764476.aspx (Office 2007 Link)Config.xml: http://technet.microsoft.com/en-us/library/cc179195.aspx (Office 2007 Link)VAMT: http://www.microsoft.com/downloads/details.aspx?familyid=9893F83E-C8A5-4475-B025-66C6B38B46E3&displaylang=enELF: http://www.microsoft.com/technet/desktopdeployment/bdd/ELF/Welcome.aspx

OperationsDeploymentConfigurationMigrationPlanning

Planning & Deployment Tools

Guidance• Office Resource Kit (ORK• SA Benefits

Compatibility Inspector

Enterprise Learning

Framework

Microsoft Assessment &

Planning Toolkit

Office Environment Assessment

Tool

Office Migration Planning Manager

Office Configurati

on Tool

Config.xml

Group Policy

SPP- VAMT, KMS

Office Configuration Tool

End User Readiness

SCCM

Start-up Script

Virtualization

• Security Guide• Office OnRamp

• TechNet Resource Center• TechNet Community

Thank you

Thank you

© 2009 Microsoft Corporation. All rights reserved. Microsoft and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond

to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.