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Document Purpose and Conventions

This document has the following aims:

  • To provide instructions to delegates to enable completion of the practical training labs
  • Where relevant, provide guidance which can be used during real world implementations

The following conventions are used to highlight important information.

Warning
Hot Tip
Best practice
Discussion point
Indicates the virtual machine that should be used for the exercise or task.

 

Lab Information
The lab environment consists of the following computers:

Computer

Role

Subnet

AD Site

1ETRNDC

Domain controller for the 1ETRN.LOCAL domain. The ConfigMgr package source folder is located on this server.

10.0.0.0/24

Datacenter

1ETRNCM

ConfigMgr server with a local SQL instance. All ConfigMgr roles are installed in this server.

10.0.0.0/24

Datacenter

1ETRNAP

Application server that will host the ActiveEfficiency server and database. SQL is installed locally.

10.0.0.0/24

Datacenter

1ETRNW71

Windows 7 client computer

10.0.1.0/24

RemoteOffice

1ETRNW72

Windows 7 client computer

10.0.2.0/24

RemoteOffice

1ETRNW73

Windows 7 client computer

10.0.1.0/24

RemoteOffice

1ETRNW101

Windows 10 client computer

10.0.1.0/24

RemoteOffice

1ETRNW102

Windows 10 client computer

10.0.2.0/24

RemoteOffice


 

The password for all accounts used in the lab environment is: Passw0rd


Ignore any patching popups on our servers. We have deliberately left them unpatched to show patching via Patch Success and/or Nomad

 

Unless otherwise indicated, logon to the lab VMs using the following accounts

System

Account

1ETRNDC

1ETRN\Administrator

1ETRNAP

1ETRN\AppInstaller

1ETRNCM

1ETRN\SCCMAdmin

1ETRNW71

1ETRN\User

1ETRNW72

1ETRN\User

1ETRNW73

1ETRN\User

1ETRNW101

1ETRN\User


Installing Shopping 5.5

Shopping handles software provisioning by shifting the focus from your IT support staff to your end-users who request what they want from a list (background checks take place to see if they are entitled to it). By automating a large amount of the complicated software request and delivery process, you save IT support man hours and decrease the time taken to deliver the software. 

Shopping presents a web-based front-end to your users, so they can choose the software they need using the familiar Shopping cart interface. When a user requests an application, Shopping will arrange for an approver to check the request. Once an Configuration Manager-based application has been approved Shopping will then arrange for an advert to be created automatically and update any licensing information held for the application.

The type of application (Configuration Manager or non-Configuration Manager) and the approval process is completely transparent to the user. They just shop for the applications they need and Shopping does the rest.

This lab will guide you though the installation and configuration tasks required to complete the component set up, and also how to use Shopping  

Lab Overview

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