Find Find all documents and applications  Review Review all documents and applications for issues and criticality Is this cost effective?    Test Keep Testing Test all documents and applications that meet the importance.

Download Report

Transcript Find Find all documents and applications  Review Review all documents and applications for issues and criticality Is this cost effective?    Test Keep Testing Test all documents and applications that meet the importance.

Find
Find all documents and
applications

Review
Review all documents and
applications for issues and
criticality
Is this cost effective?



Test
Keep Testing
Test all documents and
applications that meet the
importance bar
Keep testing – when
finished, deploy
Are you reducing risk?
Benefits
?
Manage Risks
Obtain as much data as
possible to assess
environment

Things Keep Working
IT is tasked with managing
the environment, and
must deliver
Predictable
Goal is “no surprises”
during deployments
Tools
Heavy use of tools/
automation to provide
data
Pitfalls
$

Lengthy evaluations Treats docs/apps equally Tools can misguide
12-18 months of
evaluation…before doing
any work. Agility is
hindered
ROI is not evaluated
against risk
Tools provide technical
data, not business data
Costly
Additional expenses to
deploy and obtain value
Modern
Discover
Rationalize
Remediate
Manage

Business collaboration
Don’t over discover
Business Impact
Large Scale
Day 1 requirements
On demand
Obtain value
Future Planning
PreDeployment
Proactive
When do I
scan my docs
for “issues?”
Reactive
PostDeployment
Critical
Traditional Method
Modern Method
 Partner with Business Areas
 Scan/Find all of them (Inventory)
 Cross off the ones that don’t meet the
bar (Rationalization)
Does it make sense to create a list of
10 million documents, and then
cross off 99.99% of that list?
Goal:
 Track
 Ask
 Office docs/apps not traditionally ITmanaged
Discovery; Not Inventory
“What do I care about?”
“What should be tested?”
Criticality
Make two lines in the sand
Apps and Documents I am
accountable to keep functioning
at all costs
Proactive
Testing
Apps and Documents I will fix if
somebody calls me about them
Reactive
Testing
Apps and Documents I will never
care about
Testing?
Why?
Criticality
What makes it critical?
𝑐𝑜𝑠𝑡 𝑓𝑎𝑖𝑙𝑢𝑟𝑒 ∗ 𝑝𝑟𝑜𝑏𝑎𝑏𝑖𝑙𝑖𝑡𝑦 𝑓𝑎𝑖𝑙𝑢𝑟𝑒 > 𝑐𝑜𝑠𝑡 𝑡𝑒𝑠𝑡𝑖𝑛𝑔
http://blogs.msdn.com/b/cjacks/archive/2011/08/10/chris-jackson-s-formula-for-when-to-test-for-application-compatibility.aspx
Using Tools
Goal
Automate: “What do I
need?”
Risk
Using technical criteria
to derive business value
adds “degrees of
separation”
Challenge
Using any filtering
introduces risk of False
positives/negatives
Suggestion
Make sure your
tool/criteria is closely
aligned with business
criticality…
…or don’t use the tool!
Using Bad Criteria
Rum Raisin
Vanilla
Chocolate
1
2
3
Peanut Butter
Cup
11
Rocky Road
Choc Fudge
Cotton Candy
21
22
Caramel Swirl
31
Marble
41
Mint Choc
Chip
4
Cookies ‘n
Cream
5
Pralines ‘n
Cream
6
Strawberry
Cookie Dough
Butter Pecan
Toffee
7
8
9
10
Peanut Butter
& Chocolate
13
Pistachio
Neapolitan
Cherry
14
15
16
Nutty
Coconut
17
Rainbow
Sherbet
18
Low Fat
Vanilla
19
Lemon
Sherbet
20
Pink
Bubblegum
23
Choc Mousse
Nut Crunch
Black Walnut
Banana Nut
Choc Almond
24
25
26
Fudge
Brownie
27
28
29
No sugar
added Choc
30
Pineapple
Coconut
32
Fudge ripple
French Vanilla
Coffee
Apple Cobbler
34
35
Black
Raspberry
38
Blueberry
Cheesecake
39
Egg Nog
33
Choc
Marshmallow
36
Choc Choc
Chip
42
Cotton Candy
Cherry
Cheesecake
44
Orange
Sherbet
45
Pistachio
Pumpkin Pie
46
47
Raspberry
Fudge
48
Orange
Pineapple
49
Strawberry
Cheesecake
50
12
43
37
40
Tools?
Recommendations
Use Office Environment
Assessment Tool (OEAT)

 To discover add-ins/interop apps
 To drive your test plan
 Uses installation count and usage as
criteria
Do not use Office Planning
Migration Manager (OMPM)
during discovery
• OMPM finds document conversion issues,
not document issues
• Leads to drawing the wrong conclusions
• Can be OK in limited scenarios
• (more later…)
Using OEAT
Discovery tool for add-ins and apps that use Office
Executed on desktops/laptops
Under user’s context (add-ins)
With admin rights (interop)
Determines count of add-ins…not usage
Determines usage of apps
OEAT
1. Run OEAT wizard
2. Determine target computers
3. Execute OEAT on target computers
4. Compile results
5. Partner with business to identify critical add-ins/apps
6. Identify users/computers that have important add-ins/
apps
7. Perform UAT
OEAT User’s Guide: http://technet.microsoft.com/en-us/library/ee683865.aspx
OMPM
convert
scan, analyze, filter
bulk conversion
(Mis)Uses
OMPM
Alternatives
OMPM
only recently accessed
SkipOldAccessedFiles” and “OldAccessDate”
settings in Offscan.ini
critical
Testing
Automated Testing
Augment skilled engineers
Tune for deployment blocking
issues only
Smoke Tests
Quick test pass
Goal: find obvious issues to
increase user cooperation rates
User Tests
“The only test that matters”
Final validation
Supported by remediation
engineering
Determining
Goal
An app/document
is “Compliant”
with the latest
version of Office
Compatibility means that an
application or a document has:
No bugs…
…on the platform you want…
…which stop you from getting work
done
Determining
How do you prove it’s
“compatible”?
Who knows how to do
your work?
Do your work!
The people who do the
work!
If everything else is
broken except the parts
that drive the work you
do, do you care?
Can you afford to?
Testing Environment
Provision a Virtual UAT
environment
Facilitates rapid
(re)provisioning
Leverage a Virtual
Desktop Infrastructure
(VDI)
Goals:
Make it Production-like
Make it easy
Provides reach, scale
Remove testing barriers
Virtualization as a Mitigation
Prepare for Reactive Remediation
 Create a virtual package/instance of
Office 200x
 Augment your help desk (staff,
knowledge)
 Get the user immediately productive
 Position your help desk to deploy safety
net
 Remediate with ‘normal’ priority
 Provide Interactive Guides
 Deploy with Office 2010
Main benefits
Sto ge savings (~50%)
Leverage new features
Determine ROI for a
document conversion project
Can it be cost-justified?
Leverage OMPM to identify “low risk”
files
Will an archival approach suffice?
Conversion is not the goal of Deployment
OMPM
environment optimization
low-risk
Bulk Conversion
1.
Scan file shares/SharePoint libraries
2.
Create OMPM DB
3.
Import scan results into OMPM DB
4.
Create “low risk” filter
5.
Determine estimated storage savings*
6.
Export filtered list to XML
7.
Identify storage to hold converted files
8.
Use OFC.exe/XML to convert files
9.
Replace legacy files/Clean up
How-to
OFC.exe creates a copy
of a file, and converts
the copy
http://blogs.technet.com/b/office_resource_kit/archive/2012/01/09/using-ompm-part-1-identifyingdocument-conversion-candidates-and-estimating-storage-savings.aspx
Deprecated
Deprecated code
Will still compile
No need to proactively remediate deprecated code
But always test!
Macros/solutions
Position for future upgrades
OMPM/OCCI
Leverage to identify macro issues
Not all “issues” captured by these tools are “impactful”
Summary of Object Model Changes - Cumulative
7000
6000
5000
4000
Total Items
3000
Non-Impactful Changes
2000
Potentially Impactful Changes
1000
9
26
0
Excel
Word
Powerpoint
4
2
Outlook
9
Access
For more details, check out
http://blogs.technet.com/b/office_resource_kit/archive/2011/09/08/understandingpotentially-impactful-changes-in-the-office-2010-object-model.aspx
Partner with
Business areas
Discovery; Not Inventory
Pre-Deployment
& Post
Deployment
Identify deployment
enabling tasks and
environment
optimization tasks
Prepare the Safety
Net
Manage Risk; Don’t avoid
risk
Tools
Compliment
Process
Tools provide data…not
answers
Code
Title
OSP221
Microsoft Office 365 for Enterprises
OSP222
Empowering Small Businesses: Microsoft Office 365 P-Suite
OSP305
The Modern Compatibility Process to Accelerate Microsoft Office Deployment
OSP224
Microsoft Office 365 Management and Deployment
OSP321
Active Directory Integration with Microsoft Office 365
OSP303
Supporting Microsoft Office in an Enterprise Environment
OSP302
Building Integrated Microsoft Office 365, SharePoint Online, and Office Solutions Using BCS and LOB Data
OSP340
Office Deployment – Notes from the Field
OSP323
Microsoft Office 365 Security, Privacy, and Trust
OSP324
Microsoft Office 365 Service Reliability and Disaster Recovery
OSP350
Office 365 – evaluating, Deploying & Migrating – Notes from the field
OSP223
Microsoft Office 365 for Education
Schedule
6/26/2012 16:30
6/27/2012 10:15
6/27/2012 12:00
6/27/2012 17:00
6/28/2012 8:30
6/28/2012 12:00
6/28/2012 14:45
6/28/2012 16:30
6/29/2012 8:30
6/29/2012 10:15
6/29/2012 13:00
6/29/2012 14:45
http://europe.msteched.com
www.microsoft.com/learning
http://microsoft.com/technet
http://microsoft.com/msdn
http://europe.msteched.com/sessions