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In this lab you will carry out the following exercises (Ex):

Ex 1 - Shopping 5.5 - Installing and configuring ActiveEfficiency


  • Install ActiveEfficiency Server
    • Install required Windows Role Services and Features
    • Install ActiveEfficiency
  • Install the ActiveEfficiency Scout
    • Grant the AppInstaller account read access to ConfigMgr
    • Install the ActiveEfficiency Scout
    • Schedule the Scout using the ActiveEfficiency Synchronization Manager
  • Getting data from ConfigMgr
    • Run the Scout with the alternate configuration
    • Observe the data returned by the Scout

Ex 2 - Shopping 5.5 - Installing Shopping

  • Prepare the environment
    • Understanding Shopping Users and Groups
    • Ensure users and groups have email AD attribute set
    • Create a DNS Alias
    • Review Windows Features, Roles and Role Services
    • Create Service Principal Name (SPN)
    • Create ConfigMgr Administrative User for the Shopping Central Service
    • Add Receiver Service Account to local Administrators on all workstations
  • Install Shopping Central
    • Install Shopping Central on Application Server
    • Review the installation
    • Configure HTTP Redirection
    • Increase Shopping Central logging level
    • Reduce the Cache Duration for user access to the portal
  • Install the Shopping Receiver
    • Create Shopping Receiver security role in ConfigMgr
    • Install the Shopping Receiver on ConfigMgr Primary Site
    • Review the installation
    • Configure the Default Limiting Collection
  • Deploy the Tachyon agent
    • Prepare to Deploy the Tachyon Agent
    • Observe the Results of Running the Endpoint Agent Installation Wizard
    • Deploy the Tachyon Agent to Lab Workstations
    • Validate the Tachyon Agent component installation on each client

Ex 3 - Shopping 5.5 - Exploring the Shopping User Interfaces

  • Exploring the Admin Console
    • Exploring the Shopping Admin Console
    • Restricting access to the Console
  • Exploring the Web Portal
    • View the portal as a general user
    • Setting User Preferences
    • View the portal as a Report Viewer
    • View the portal as an Administrator
    • Section 508 Compliance

Ex 4 - Shopping 5.5 - Working with Applications

  • Creating Applications
    • Create a Single ConfigMgr Application
    • Using the Bulk Import Tool
    • Observe objects created in Configuration Manager
    • Enable OS Filtering and Observe the Results
    • Create a Non-ConfigMgr Application
    • Review the Applications
  • Organizing Applications with User Categories
    • Create a User Category for Sales Tools
    • Create additional User Categories
    • Add an Application to a User Category (Method 1)
    • Add an Application to a User Category (Method 2)
    • Add remaining Applications to User Categories
    • Review the effects of this exercise
    • Searching for Applications
  • Shopping for an Application
    • Shop for the Sales Application
    • Observe activity in ConfigMgr

Ex 5 - Shopping 5.5 - Application Approval

  • Manager based approval
    • Verify that users have their manager defined in AD
    • Add Manager Approval to an Application
    • Shop for an Application with Manager Approval
    • Follow the Approval process
  • Chaining Approvers
    • Define Approvers
    • Add Approval Chain to an Application
    • Shop for an Application with a Chain of Approvers
    • Follow the approval process
  • Adding Deputy Approvers
    • Add a Deputy for a <MANAGER> Approver
    • Add a Deputy for a specific Approver
    • Modify the Approval Escalation Interval
    • Shop for the Application with deputy approval
    • Follow the approval process

Ex 6 - Shopping 5.5 - Efficient use of Application Licenses

  • Using License Management
    • Configure License Management in the Shopping console
    • Order and approve a licensed Application
    • Requesting an Application when no licenses are available
  • Application Rental
    • Enabling Application Uninstall
    • Enable Application Rental
    • Make an Application 'reshoppable'
    • Renting an Application
    • Understanding Rental Lifecycle
  • End User Uninstall
    • Enable uninstall for XML Notepad
    • Uninstall XML Notepad from the Shopping portal

Ex 7 - Shopping 5.5 - Other uses for Applications

  • Ordering hardware through Shopping
    • Add Approval to the Application
    • Order hardware and process approval
  • Using Shopping to grant access to secured resources
    • Allow Shopping Central Service to update Groups
    • Create an Application for access to a secured resource
    • Shop for access to a secured resource
  • Application Ratings and Reviews
    • Submit and Look at Reviews
    • Submit a Product Review as a Different User
    • Observe the data created as a result of submitting the reviews

Ex 8 - Shopping 5.5 - Delegated Administration

  • Partition the environment with Computer Categories
    • Create Computer Categories based on the AD Groups
  • Computer Category Approval
    • Define Central Approvers for each Computer Category
    • Add Computer Category Approval to Applications
    • Shop for an Application with Computer Category Approval
  • Administration from the Shopping Portal
    • Exploring the Administration page
    • Exploring the Reinstallation tool
    • Exploring the Copy Configuration tool
    • Creating and Deploying Application Sets
  • Branch Administration
    • Assign Branch Administrators to Computer Categories
    • Requesting Applications for other Computers
    • Using Administration Tools as a Branch Administrator
    • Enabling an Application for Branch Administration
    • Publishing Applications as a Branch Administrator
    • Defining Branch Approvers
    • Defining Application Approval as a Branch Administrator
    • Shopping for the Branch Application with Branch Approval
    • Monitoring Branch Activity

Ex 9 - Shopping 5.5 - Self-service Windows Migration


  • Configuring an OS Deployment Application
    • Create an OS Deployment Application in Shopping
    • Configure the Windows Deployment Application
    • Create an OSD banner to display the application
  • Performing an Operating System Refresh
    • Schedule the OS Refresh
    • Observe the process in Shopping
    • Review the post-deployment process
  • OS Deployment on Behalf of Others
    • Schedule an OS Deployment for a Group of Computers
    • Observe the Results of Scheduling an OS Deployment for Others

Ex 10 - Shopping 5.5 - Reporting

  • Exploring Shopping reports
    • Open the Shopping portal as a Report Viewer
    • Exploring Licensing reports
    • Exploring Pending Orders reports
    • Exploring Completed Orders reports
    • Exploring Application reports
    • Exporting reports to Excel

Ex 11 - Shopping 5.5 - Customizing Shopping

  • Adding custom tabs to Applications
    • Add a text tab to an Application
    • Add a Picture Gallery tab
  • Customizing the Home page
    • Hide Savings so far
    • Using Featured Items
    • Changing the 1E logo
    • Changing the Shopping Title
  • Customizing email notifications
    • Modify the email body header and footer
    • Modify the 'Application Successfully Installed' email template

    • Using the XsltTest tool to preview customized templates
  • Using different language
    • Modify default text strings
  • Customizing end-user help
    • Editing default help files
    • Adding a help page

Next Page
Ex 1 - Shopping 5.5 - Installing and configuring ActiveEfficiency