information systems services microsoft office 2007 rollout project introduction & feedback phil...
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Information Systems Services
Microsoft Office 2007 Rollout Project
Introduction & Feedback
Phil Worsley – Service Group Leader, Desktop and Sales
Tim Hunnybun – Service Leader, Training Unit
Alan Ardron – Project Manager, Vista and Office Projects
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Content
• Introduction
• Planning for Deployment – What is best practice?
• What have others done?
• What’s the plan for the University of Leeds?
• Training
• Technical considerations
• Draft cutover plan
• Outline project plan including aspirations
• Questions/ Feedback
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Introduction – 1/4
Q: What is the purpose of today’s session?
A 1: Introduce Office 2007 Rollout Project and our progress so far
• It’s early days so most information at outline level
• Still lots of information!
A 2: Get feedback from departmental IT staff specifically:
• Comments & potential issues that need consideration
• Suggestions for improvements
• Help, especially in technical areas
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Introduction – 2/4
Q: Microsoft Office 2007 – what’s the problem?
A 1: Fluent User Interface (Ribbon to non Microsoft people)
• Takes some getting used to. Some users will need training
A 2: New file format for all Office applications
• Microsoft have significantly increased functionality in all Office applications so sharing files may not be a simple file conversion to previous versions
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Introduction – 3/4
Q: What are the drivers to upgrade to Office 2007?
A 1: Students & staff have it/ new PCs are supplied with it – http://www.microsoft.com/student/discounts/theultimatesteal-uk/default.aspx
(back to file conversion issues etc/ it’s going to creep in anyway)
A 2: Some new software requires 2007 it e.g. Admin require it for Scientia Timetabling
A 3: This is an opportunity!
• Chance to standardise on one version of Office
Support Training Rollout of future versions
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Introduction - 4/4
Office 2007 Rollout Project
• Board membership
• Sponsor: Jane Lord – Head of User Services
• Senior Users: John Dodds (MAPS), Terry Wassall (ESSL)
• Project Manager: Alan Ardron
Project Progress: Mandate
Brief
Project Initiation Document – almost!
Start rollout – very soon
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Planning for Deployment – What is best practice?
• Forrester Report – white paper research into user acceptance of the new MS Office ‘fluent user interface’
• Looking at other organisations – to use their experience from implementations and lessons learnt
• Industry Experts – discussions and events hosted by UCISA and the Institute of IT Training
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Source: A commissioned study conducted by Forrester Consulting on behalf of Microsoft.
95.5% equally or more Satisfied
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81.4% found the new interface the same or easier than previous versions
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Source: A commissioned study conducted by Forrester Consulting on behalf of Microsoft.
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What have other people done?
Liverpool University
No Formal Training
Extensive online support
Installation On Demand
Southampton University
Post go-live bookable 1-2-1 training
Extensive online support
Phased departmental installation
Microsoft
No Formal Training
Extensive online support
Pilot to board member PAs
Big Bang installation
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Training Approach for the University of Leeds
• Layered approach to training to take into account needs
• Free and chargeable options
• Phased departmental installation
• Training plans will be produced following consultation with Faculty/Service
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Training Approach for the University of Leeds
• Road Shows recommended for ALL users
• Extensive online support and training will be available for all staff
• Bookable formal training for IT Reps / local support / advanced users
• Post go-live bookable 1-2-1 training
• Pilot in Admin and ISS
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Layer 1
Online Support - Tutorials
- Guides
- Help
Layer 2
Layer 3
Layer 4
‘Road Show’ - Why are we doing this?
- Guide to the interface
- Where to get help
½ day training - 1 per Office Application
courses - for IT Reps / local support / advanced users
- can be booked as a closed course
Post Go-Live - bookable 1-2-1 session with trainer
training support - trainer on hand as floorwalker in department
- designed for post-implementation day
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Layer 1
Layer 2
Layer 3
Layer 4
Free of charge
These layers will satisfy the needs of ~85% of users
Chargeable
These layers are designed to support advanced users / local support and to ensure that the upgrade presents minimal effects on productivity
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Microsoft Office Suites Information
Our Microsoft Volume Licence Agreement includes-
• Office 2003 Professional
• Office 2007 Enterprise
Microsoft’s “The Ultimate Steal” promotion offers
• Office 2007 Ultimate - £38.95
• Vista Ultimate w/SP1 - £40.95
• Visio Professional 2007 - £36.95
http://www.microsoft.com/student/discounts/theultimatesteal-uk/default.aspx
8 versions of Microsoft Office 2007!
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Program 2003 2007
Exists Professional Exists Enterprise
Word Excel PowerPoint Access Outlook Publisher !!OneNote £ InfoPath £
Groove Communicator Project £ £Visio £ £
Microsoft Office Rollout Inclusions
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Top Migration Issues – (Lifted from Microsoft)
• Access & Excel files
• Conversion of ‘complex’ files needs careful consideration
• Proposal is to use SoftGrid ‘bubbles’ for previous Excel and Access and future project(s) to convert to Office 2007/ more robust SQL/ web based
• Office Migration Planning Manager (OMPM) has automated tool
• ‘Manual’ Discovery exercise in Admin has run successfully without this
• Installation
• Completely new installation process (although it looks similar)
• Requires 512MB RAM (1GB for contextual spelling & grammar)
• Requires up to 3GB free disk space – install files remain present
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Cutover plan – Per Department
Communications targeted for each phase
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To be completed by Christmas!
Outline Rollout Plan 1/4
1) Central Admin – Approx 600 PCs
• Relatively straightforward
• Easy to arrange training
• They’ve paid for training to be set up
• They want it for Scentia Timetabling which needs Outlook 2007
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Outline Rollout Plan 2/4
2) Information Systems Services
• “IT department is most difficult group to migrate” – Feedback from UCISA events and other Universities
• Endorsed by ISS Exec
To be completed by Christmas!
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Outline Rollout Plan 3/4
3) Complete “Migration Pack” to include
• Communication templates
• Proven cutover plan template
• Proven training programme
• Proven rollout mechanisms
• Proven Access/ Excel remediation processes
• Proven OMPM – File scanner for Excel and Access
• Proven solutions for (hopefully) most troublesome applications
• Lessons learnt
• Recommendations
To be completed by Christmas!
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Outline Rollout Plan 4/4
4) Rollout continues
• ISS manage rollouts to Desktop Support Service covered Departments
• ISS support other Departments with their rollout
• Technical advice
• Training advice
• Help resolving Access/ Excel issues
• Help resolving other software issues
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Aspirations –
• Office 2007 to be installed as default with legacy Access and Excel files supported through SoftGrid
• ISS and Admin to be migrated by end 2008
• Migration ‘pack’ based on ISS and Admin rollouts to be made available to Faculties by end 2008
• Office 2007 rolled out to all staff by July 2009
• Office 2007 provided as only version on cluster and CTS PCs August 2009
• Office 2007 only supported Office version from August 2010
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Questions• Comments on Training Proposals
• Comments on Technical aspects
• General Comments/ issues?
Collaboration
• Can anyone help us with some of the technical testing – Automated Access and Excel File scanner?
Website
http://www.leeds.ac.uk/iss/MSOffice2007
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