From 5dac76b86270098705c0698c0f10e516dfa13e9a Mon Sep 17 00:00:00 2001 From: Trudy Hakala Date: Thu, 15 Sep 2016 10:00:02 -0700 Subject: [PATCH 1/6] updates to topic --- ...repare-your-environment-for-surface-hub.md | 66 +++++++++++++++++++ 1 file changed, 66 insertions(+) diff --git a/devices/surface-hub/prepare-your-environment-for-surface-hub.md b/devices/surface-hub/prepare-your-environment-for-surface-hub.md index 17ad527a67..304c0c4682 100644 --- a/devices/surface-hub/prepare-your-environment-for-surface-hub.md +++ b/devices/surface-hub/prepare-your-environment-for-surface-hub.md @@ -16,6 +16,72 @@ localizationpriority: medium This section contains an overview of the steps required to prepare your environment so that you can use all of the features of Microsoft Surface Hub. See [Intro to Surface Hub](intro-to-surface-hub.md) for a description of how the device and its features interact with your IT environment. +## Surface Hub setup dependencies + +Review these dependencies to make sure Surface Hub features will work in your environment. + + ++++ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
DependencyPurpose

Active Directory (if using an on-premises deployment)

The Surface Hub must be able to connect to the domain controller in order to validate the device account’s credentials, as well as to access information like the device account’s display name, alias, Exchange server, and Session Initiation Protocol (SIP) address.

Microsoft Office 365 (if using an online deployment)

The Surface Hub must have Internet access in order to reach your Office 365 tenant. The device will connect to the Office 365 in order to validate the device account’s credentials, as well as to access information like the device account’s display name, alias, Exchange server, and SIP address.

Device account

The device account is an Active Directory and/or Azure AD account that enables several key features for the Surface Hub. Learn more about device accounts in [Create and test a device account](create-and-test-a-device-account-surface-hub.md).

Exchange and Exchange ActiveSync

The Surface Hub must be able to reach the device account’s Exchange servers. Exchange is used for enabling mail and calendar features, and also lets people who use the device send meeting requests to the Surface Hub, enabling one-touch meeting join.

+

ActiveSync is used to sync the device account’s calendar and mail to the Surface Hub. If the device cannot use ActiveSync, it will not show meetings on the welcome screen, and joining meetings and emailing whiteboards will not be enabled.

Skype for Business

The Surface Hub must be able to reach the device account’s Skype for Business servers. Skype for Business is used for various conferencing features, like video calls, IM, and screen sharing.

Certificate-based authentication

If certificate-based authentication is required to establish a connection with Exchange ActiveSync or Skype for Business, those certificates must be deployed to each Surface Hub.

Dynamic IP

The Surface Hub cannot be configured to use a static IP. It must use DHCP to assign an IP address. Network or Internet access is required, depending on the configuration of your topology (on-premises or online respectively) in order to validate the device account.

Proxy servers

If your topology requires a connection to a proxy server to reach Active Directory, Microsoft Online Services, or your Exchange or Skype for Business servers, then you can configure it during first run, or in Settings.

Mobile device management (MDM) solution provider

If you want to manage devices remotely and by groups (apply settings or policies to multiple devices at a time), you must set up a MDM solution and enroll the device to that solution.

Microsoft Operations Management Suite (OMS)

OMS is used to monitor Surface Hub devices.

+ +## Setup process + +| Setup area | Requirements | +| ---------------------------- | ------------------------------------- | +| Find the correct people and resources. | Admins for Exchange, Active Directory, Exchange + ## Create and test a device account From 67a725711cbf256594f56eda474a4bae2c87ce20 Mon Sep 17 00:00:00 2001 From: Trudy Hakala Date: Mon, 19 Sep 2016 13:39:38 -0700 Subject: [PATCH 2/6] updates from PM feedback --- ...repare-your-environment-for-surface-hub.md | 94 ++++++------------- 1 file changed, 29 insertions(+), 65 deletions(-) diff --git a/devices/surface-hub/prepare-your-environment-for-surface-hub.md b/devices/surface-hub/prepare-your-environment-for-surface-hub.md index 304c0c4682..2c64a6308e 100644 --- a/devices/surface-hub/prepare-your-environment-for-surface-hub.md +++ b/devices/surface-hub/prepare-your-environment-for-surface-hub.md @@ -78,89 +78,53 @@ Review these dependencies to make sure Surface Hub features will work in your en ## Setup process -| Setup area | Requirements | -| ---------------------------- | ------------------------------------- | -| Find the correct people and resources. | Admins for Exchange, Active Directory, Exchange +### Work with other admins -## Create and test a device account +Surface Hub interacts with a few different products and services. Depending on the size of your organization, there could be multiple people supporting different products in your environment. You'll want to include people who manage Exchange, Active Directory, Azure Actice Directory, mobile device maanagement (MDM), and network resources in your planning and prep for Surface Hub deployments. +### Create and verify device account -A "device account" is an account that Surface Hub uses in order to access features from Exchange, like email and calendar, and to enable Skype for Business. See [Create and test a device account](create-and-test-a-device-account-surface-hub.md) for details. +A device account is an account that Surface Hub uses in order to access features from Exchange, like email and calendar, and to enable Skype for Business. See [Create and test a device account](create-and-test-a-device-account-surface-hub.md) for details. -## Check network availability +After you've created your device account, there are a couple of ways to verify that the account. +- Run Surface Hub device account validation PowerShell scripts. For more information, see [Surface Hub device account scripts](https://gallery.technet.microsoft.com/scriptcenter/Surface-Hub-device-account-6db77696) in Script Center, or [PowerShell scripts for Surface Hub](appendix-a-powershell-scipts-for-surface-hub.md) later in this guide. +- Run the Lync Windows app from Windows Store. If Lync runs successfully, then Skype for Business will most likely run. +### Check network resources -In order to function properly, the Surface Hub must have access to a wired or wireless network that meets these requirements: +In order to function properly, the Surface Hub must have access to a wired or wireless network that meets the same requirements as every other Skype for Business endpoint in your environment. Overall, a wired connection is preferred: -- Access to your Active Directory or Azure Active Directory (Azure AD) instance, as well as your Microsoft Exchange and Skype for Business servers -- Can receive an IP address using DHCP -- Open ports: - - HTTPS: 443 - - HTTP: 80 +- Access to your Active Directory or Azure Active Directory (Azure AD) instance, as well as your Microsoft Exchange and Skype for Business servers. +- Can receive an IP address using DHCP +- Open ports: + - HTTPS: 443 + - HTTP: 80 +- Access to additional ports are needed, depending on your environment: + - For online envionments, see [Office 365 IP URLs and IP address ranges](https://support.office.com/en-us/article/Office-365-URLs-and-IP-address-ranges-8548a211-3fe7-47cb-abb1-355ea5aa88a2?ui=en-US&rs=en-US&ad=US). + - For on-premises istallations, see [Skype for Business Server: Ports and protocols for internal servers](https://technet.microsoft.com/library/gg398833.aspx). -A wired connection is preferred. +In order to improve your experience, we collect data. To collect data, we need these sites whitelisted: +- Telemetry client endpoint: https://vortex.data.microsoft.com/ +- Telemetry settings endpoint: https://settings.data.microsoft.com/ -## Certificates +### Prepare for first-run program +There are a few more item to consider before you start the [first-run program](first-run-program-surface-hub.md). +**Create provisioning packages** (optional) - Your Surface Hub may require certificates for ActiveSync, Skype for Business, network usage, or other authentication. To install certificates, you can either create a provisioning package (in order to install at first run, or after first run in Settings), or deploy them through a mobile device management (MDM) solution (after first run only). -Your Surface Hub may require certificates for ActiveSync, Skype for Business, network usage, or other authentication. To install certificates, you can either create a provisioning package (in order to install at first run, or after first run in Settings), or deploy them through a mobile device management (MDM) solution (after first run only). +To install certificates using provisioning packages, see [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md). To install them using MDM, see the documentation for your MDM provider. -To install certificates using provisioning packages, see [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md). To install them using MDM, see the documentation for your MDM solution. +Currently, Surface Hub can use provisioning packages only to install certificates and to install Universal Windows Platform (UWP) apps. See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md) for details.You can also use provisioning to sideload apps that don't come from the Windows Store or Windows Store for Business. -## Create provisioning packages +**Manage admin groups** - Every Surface Hub can be configured individually by opening the Settings app on the device. To prevent people who are not administrators from changing settings, the Settings app requires local administrator credentials to open the app and change settings. See [Admin group management](admin-group-management-for-surface-hub.md) for details on how admin groups are set up and managed. +During first run, you will [set up admins for the device](first-run-program-surface-hub.md#setup-admins)). -Currently, Surface Hub can use provisioning packages only to install certificates and to install Universal Windows Platform (UWP) apps. See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md) for details. - -Customers will use provisioning packages to authenticate (for example, to Exchange or Skype for Business), or to sideload apps that don't come from the Windows Store or Windows Store for Business. - -## Know the Exchange server for your device account - - -You should know which Exchange server the device account will use for email and calendar services. The device will attempt to discover this automatically during first run, but if auto-discovery doesn't work, you may need to enter the server info manually. - -### Admin group management - -Every Surface Hub can be configured individually by opening the Settings app on the device. To prevent people who are not administrators from changing settings, the Settings app requires local administrator credentials to open the app and change settings. See [Admin group management](admin-group-management-for-surface-hub.md) for details on how admin groups are set up and managed. - -## Skype for Business - - -Certificates may be required in order to have the Surface Hub use Skype for Business. - -## Checklist for preparation - - -In order to ensure that your environment is ready for the Surface Hub, verify the items in the following list. - -1. The device account has been created. - - Test this by running: - - - Surface Hub device account validation PowerShell scripts - - Lync Windows app from the Windows Store (if Lync runs successfully, then Skype for Business will most likely run). - -2. Ensure that there is a working network/Internet connection for the device to connect to: - - - It must be able to receive an IP address using DHCP (Surface Hub cannot be configured with a static IP address) - - It must have these ports open: - - - HTTPS: 443 - - HTTP: 80 - - If your network runs through a proxy, you'll need the proxy address or script information as well. - -3. In order to improve your experience, we collect data. To collect data, we need these sites whitelisted: - - Telemetry client endpoint: https://vortex.data.microsoft.com/ - - Telemetry settings endpoint: https://settings.data.microsoft.com/ - -4. Choose the local admin method you want to set up during first run (see [Set up admins for this device](first-run-program-surface-hub.md#setup-admins)). Also, decide whether you'll be using MDM (see [Manage settings with an MDM provider](manage-settings-with-mdm-for-surface-hub.md)). -5. You've created provisioning packages, as needed. See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md). -6. Have all necessary information available from the [Setup worksheet](setup-worksheet-surface-hub.md). +**Review and complete Surface Hub setup worksheet** (optional) +When you complete the first-run program for your Surface Hub, there is some information that you'll need to supply. The setup worksheet summarizes that info, and provides lists of environment-specific info that you'll need when you complete the first-run program. For more information, see [Setup worksheet](setup-worksheet-surface-hub.md). ## In this section - From 9882eec0c2ddec267594f32adb6171e4ba26541a Mon Sep 17 00:00:00 2001 From: Trudy Hakala Date: Tue, 20 Sep 2016 10:32:47 -0700 Subject: [PATCH 3/6] feedback updates # Conflicts: # devices/surface-hub/provisioning-packages-for-certificates-surface-hub.md --- devices/surface-hub/intro-to-surface-hub.md | 82 +------------------ ...repare-your-environment-for-surface-hub.md | 11 +-- 2 files changed, 9 insertions(+), 84 deletions(-) diff --git a/devices/surface-hub/intro-to-surface-hub.md b/devices/surface-hub/intro-to-surface-hub.md index ec1712c7a0..212b001d82 100644 --- a/devices/surface-hub/intro-to-surface-hub.md +++ b/devices/surface-hub/intro-to-surface-hub.md @@ -16,7 +16,7 @@ localizationpriority: medium Microsoft Surface Hub is an all-in-one productivity device that is intended for brainstorming, collaboration, and presentations. In order to get the maximum benefit from Surface Hub, your organization’s infrastructure and the Surface Hub itself must be properly set up and integrated. This guide describes what needs to be done both before and during setup in order to help you optimize your use of the device. -### Surface Hub features and interactions with other services +## Surface Hub features and interactions with other services The capabilities of your Surface Hub will depend on what other Microsoft products and technologies are available to it in your infrastructure. The products listed in the following table each support specific features in Surface Hub. @@ -68,90 +68,14 @@ The capabilities of your Surface Hub will depend on what other Microsoft product
  - You’ll need to understand how each of these services interacts with Surface Hub. See [Prepare your environment for Surface Hub](prepare-your-environment-for-surface-hub.md) for details. -### Surface Hub Setup dependencies -Review these dependencies to make sure Surface Hub features will work in your environment. +## Surface Hub setup process - ---- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
DependencyPurpose

Active Directory (if using an on-premises deployment)

The Surface Hub must be able to connect to the domain controller in order to validate the device account’s credentials, as well as to access information like the device account’s display name, alias, Exchange server, and Session Initiation Protocol (SIP) address.

Microsoft Office 365 (if using an online deployment)

The Surface Hub must have Internet access in order to reach your Office 365 tenant. The device will connect to the Office 365 in order to validate the device account’s credentials, as well as to access information like the device account’s display name, alias, Exchange server, and SIP address.

Device account

The device account is an Active Directory and/or Azure AD account that enables several key features for the Surface Hub. Learn more about device accounts in [Create and test a device account](create-and-test-a-device-account-surface-hub.md).

Exchange and Exchange ActiveSync

The Surface Hub must be able to reach the device account’s Exchange servers. Exchange is used for enabling mail and calendar features, and also lets people who use the device send meeting requests to the Surface Hub, enabling one-touch meeting join.

-

ActiveSync is used to sync the device account’s calendar and mail to the Surface Hub. If the device cannot use ActiveSync, it will not show meetings on the welcome screen, and joining meetings and emailing whiteboards will not be enabled.

Skype for Business

The Surface Hub must be able to reach the device account’s Skype for Business servers. Skype for Business is used for various conferencing features, like video calls, IM, and screen sharing.

Certificate-based authentication

If certificate-based authentication is required to establish a connection with Exchange ActiveSync or Skype for Business, those certificates must be deployed to each Surface Hub.

Dynamic IP

The Surface Hub cannot be configured to use a static IP. It must use DHCP to assign an IP address. Network or Internet access is required, depending on the configuration of your topology (on-premises or online respectively) in order to validate the device account.

Proxy servers

If your topology requires a connection to a proxy server to reach Active Directory, Microsoft Online Services, or your Exchange or Skype for Business servers, then you can configure it during first run, or in Settings.

Mobile device management (MDM) solution provider

If you want to manage devices remotely and by groups (apply settings or policies to multiple devices at a time), you must set up a MDM solution and enroll the device to that solution.

Microsoft Operations Management Suite (OMS)

OMS is used to monitor Surface Hub devices.

- -  - -### Surface Hub setup process - -In some ways, adding your new Surface Hub is just like adding any other Microsoft Windows-based device to your network. However, in order to get your Surface Hub up and running at its full capacity, there are some very specific requirements. Read through all the info before you start. Here’s the general order of things you’ll need to do: +In some ways, adding your new Surface Hub is just like adding any other Microsoft Windows-based device to your network. However, in order to get your Surface Hub up and running at its full capacity, there are some very specific requirements. Here are the next topics you'll need: 1. [Prepare your environment for Surface Hub](prepare-your-environment-for-surface-hub.md) 2. [Physically install your Surface Hub device](physically-install-your-surface-hub-device.md) 3. [Run the Surface Hub first-run setup program (OOBE)](first-run-program-surface-hub.md) -After you have your Surface Hub running in your organization, you’ll need info about: - -- [Device maintenance and management](manage-surface-hub.md) - -In the unlikely event that you run into problems, see [Troubleshoot Surface Hub](troubleshoot-surface-hub.md). - -  - -  - - - - - diff --git a/devices/surface-hub/prepare-your-environment-for-surface-hub.md b/devices/surface-hub/prepare-your-environment-for-surface-hub.md index 2c64a6308e..5e2203341d 100644 --- a/devices/surface-hub/prepare-your-environment-for-surface-hub.md +++ b/devices/surface-hub/prepare-your-environment-for-surface-hub.md @@ -14,7 +14,9 @@ localizationpriority: medium # Prepare your environment for Microsoft Surface Hub -This section contains an overview of the steps required to prepare your environment so that you can use all of the features of Microsoft Surface Hub. See [Intro to Surface Hub](intro-to-surface-hub.md) for a description of how the device and its features interact with your IT environment. +This section contains an overview of setup dependencies and the setup process. + +See [Intro to Surface Hub](intro-to-surface-hub.md) for a description of how the device and its features interact with your IT environment. ## Surface Hub setup dependencies @@ -76,7 +78,8 @@ Review these dependencies to make sure Surface Hub features will work in your en -## Setup process +## Prep for Surface Hub set up +Review the info in this section to help you prepare your environment and gather information needed to set up your Surface Hub. ### Work with other admins @@ -112,9 +115,7 @@ There are a few more item to consider before you start the [first-run program](f **Create provisioning packages** (optional) - Your Surface Hub may require certificates for ActiveSync, Skype for Business, network usage, or other authentication. To install certificates, you can either create a provisioning package (in order to install at first run, or after first run in Settings), or deploy them through a mobile device management (MDM) solution (after first run only). -To install certificates using provisioning packages, see [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md). To install them using MDM, see the documentation for your MDM provider. - -Currently, Surface Hub can use provisioning packages only to install certificates and to install Universal Windows Platform (UWP) apps. See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md) for details.You can also use provisioning to sideload apps that don't come from the Windows Store or Windows Store for Business. +Currently, Surface Hub can use provisioning packages only to install certificates and to install Universal Windows Platform (UWP) apps. See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md) for details. To install them using MDM, see the documentation for your MDM provider. You can also use provisioning to sideload apps that don't come from the Windows Store or Windows Store for Business. **Manage admin groups** - Every Surface Hub can be configured individually by opening the Settings app on the device. To prevent people who are not administrators from changing settings, the Settings app requires local administrator credentials to open the app and change settings. See [Admin group management](admin-group-management-for-surface-hub.md) for details on how admin groups are set up and managed. From d6dfbc61703a641f3a7666f752380b863381ca82 Mon Sep 17 00:00:00 2001 From: isaiahng Date: Wed, 21 Sep 2016 13:18:36 -0700 Subject: [PATCH 4/6] Update prepare-your-environment-for-surface-hub.md (#205) * Update prepare-your-environment-for-surface-hub.md * Update prepare-your-environment-for-surface-hub.md * Update prepare-your-environment-for-surface-hub.md * Update prepare-your-environment-for-surface-hub.md * Update prepare-your-environment-for-surface-hub.md * Update prepare-your-environment-for-surface-hub.md * Update prepare-your-environment-for-surface-hub.md * Update prepare-your-environment-for-surface-hub.md * Update prepare-your-environment-for-surface-hub.md --- ...repare-your-environment-for-surface-hub.md | 133 +++++------------- 1 file changed, 38 insertions(+), 95 deletions(-) diff --git a/devices/surface-hub/prepare-your-environment-for-surface-hub.md b/devices/surface-hub/prepare-your-environment-for-surface-hub.md index 5e2203341d..ef33102a3f 100644 --- a/devices/surface-hub/prepare-your-environment-for-surface-hub.md +++ b/devices/surface-hub/prepare-your-environment-for-surface-hub.md @@ -14,115 +14,58 @@ localizationpriority: medium # Prepare your environment for Microsoft Surface Hub -This section contains an overview of setup dependencies and the setup process. +This section contains an overview of setup dependencies and the setup process. Review the info in this section to help you prepare your environment and gather information needed to set up your Surface Hub. -See [Intro to Surface Hub](intro-to-surface-hub.md) for a description of how the device and its features interact with your IT environment. -## Surface Hub setup dependencies +## Review infrastructure dependencies +Review these dependencies to make sure Surface Hub features will work in your IT infrastructure. -Review these dependencies to make sure Surface Hub features will work in your environment. +| Dependency | Purpose | +|-------------------------------------------------------|-------------------------------------------------------| +| Active Directory or Azure Active Directory (Azure AD) |

The Surface Hub's uses an Active Directory or Azure AD account (called a **device account**) to access Exchange and Skype for Business services. The Surface Hub must be able to connect to your Active Directory domain controller or to your Azure AD tenant in order to validate the device account’s credentials, as well as to access information like the device account’s display name, alias, Exchange server, and Session Initiation Protocol (SIP) address.

You can also domain join or Azure AD join your Surface Hub to allow a group of authorized users to configure settings on the Surface Hub. | +| Exchange (Exchange 2013 or later, or Exchange Online) and Exchange ActiveSync |

Exchange is used for enabling mail and calendar features, and also lets people who use the device send meeting requests to the Surface Hub, enabling one-touch meeting join.

ActiveSync is used to sync the device account’s calendar and mail to the Surface Hub. If the device cannot use ActiveSync, it will not show meetings on the welcome screen, and joining meetings and emailing whiteboards will not be enabled. | +| Skype for Business (Lync Server 2013 or later, or Skype for Business Online) | Skype for Business is used for various conferencing features, like video calls, instant messaging, and screen sharing. | +| Mobile device management (MDM) solution (Microsoft Intune, System Center Configuration Manager, or supported third-party MDM provider) | If you want to apply settings and install apps remotely, and to multiple devices at a time, you must set up a MDM solution and enroll the device to that solution. See [Manage settings with an MDM provider](manage-settings-with-mdm-for-surface-hub.md) for details. | +| Microsoft Operations Managmement Suite (OMS) | OMS is used to monitor the health of Surface Hub devices. See [Monitor your Surface Hub](monitor-surface-hub.md) for details. | +| Network and Internet access |

In order to function properly, the Surface Hub should have access to a wired or wireless network. Overall, a wired connection is preferred.

**Dynamic IP:** The Surface Hub cannot be configured to use a static IP. It must use DHCP to assign an IP address.

**Proxy servers:** If your topology requires a connection to a proxy server to reach Internet services, then you can configure it during first run, or in Settings. | - ---- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
DependencyPurpose

Active Directory (if using an on-premises deployment)

The Surface Hub must be able to connect to the domain controller in order to validate the device account’s credentials, as well as to access information like the device account’s display name, alias, Exchange server, and Session Initiation Protocol (SIP) address.

Microsoft Office 365 (if using an online deployment)

The Surface Hub must have Internet access in order to reach your Office 365 tenant. The device will connect to the Office 365 in order to validate the device account’s credentials, as well as to access information like the device account’s display name, alias, Exchange server, and SIP address.

Device account

The device account is an Active Directory and/or Azure AD account that enables several key features for the Surface Hub. Learn more about device accounts in [Create and test a device account](create-and-test-a-device-account-surface-hub.md).

Exchange and Exchange ActiveSync

The Surface Hub must be able to reach the device account’s Exchange servers. Exchange is used for enabling mail and calendar features, and also lets people who use the device send meeting requests to the Surface Hub, enabling one-touch meeting join.

-

ActiveSync is used to sync the device account’s calendar and mail to the Surface Hub. If the device cannot use ActiveSync, it will not show meetings on the welcome screen, and joining meetings and emailing whiteboards will not be enabled.

Skype for Business

The Surface Hub must be able to reach the device account’s Skype for Business servers. Skype for Business is used for various conferencing features, like video calls, IM, and screen sharing.

Certificate-based authentication

If certificate-based authentication is required to establish a connection with Exchange ActiveSync or Skype for Business, those certificates must be deployed to each Surface Hub.

Dynamic IP

The Surface Hub cannot be configured to use a static IP. It must use DHCP to assign an IP address. Network or Internet access is required, depending on the configuration of your topology (on-premises or online respectively) in order to validate the device account.

Proxy servers

If your topology requires a connection to a proxy server to reach Active Directory, Microsoft Online Services, or your Exchange or Skype for Business servers, then you can configure it during first run, or in Settings.

Mobile device management (MDM) solution provider

If you want to manage devices remotely and by groups (apply settings or policies to multiple devices at a time), you must set up a MDM solution and enroll the device to that solution.

Microsoft Operations Management Suite (OMS)

OMS is used to monitor Surface Hub devices.

+Additionally, note that Surface Hub requires the following open ports: +- HTTPS: 443 +- HTTP: 80 -## Prep for Surface Hub set up -Review the info in this section to help you prepare your environment and gather information needed to set up your Surface Hub. +Depending on your environment, access to additional ports may be needed: +- For online environments, see [Office 365 IP URLs and IP address ranges](https://support.office.com/en-us/article/Office-365-URLs-and-IP-address-ranges-8548a211-3fe7-47cb-abb1-355ea5aa88a2?ui=en-US&rs=en-US&ad=US). +- For on-premises installations, see [Skype for Business Server: Ports and protocols for internal servers](https://technet.microsoft.com/library/gg398833.aspx). -### Work with other admins - -Surface Hub interacts with a few different products and services. Depending on the size of your organization, there could be multiple people supporting different products in your environment. You'll want to include people who manage Exchange, Active Directory, Azure Actice Directory, mobile device maanagement (MDM), and network resources in your planning and prep for Surface Hub deployments. - -### Create and verify device account - -A device account is an account that Surface Hub uses in order to access features from Exchange, like email and calendar, and to enable Skype for Business. See [Create and test a device account](create-and-test-a-device-account-surface-hub.md) for details. - -After you've created your device account, there are a couple of ways to verify that the account. -- Run Surface Hub device account validation PowerShell scripts. For more information, see [Surface Hub device account scripts](https://gallery.technet.microsoft.com/scriptcenter/Surface-Hub-device-account-6db77696) in Script Center, or [PowerShell scripts for Surface Hub](appendix-a-powershell-scipts-for-surface-hub.md) later in this guide. -- Run the Lync Windows app from Windows Store. If Lync runs successfully, then Skype for Business will most likely run. - -### Check network resources - -In order to function properly, the Surface Hub must have access to a wired or wireless network that meets the same requirements as every other Skype for Business endpoint in your environment. Overall, a wired connection is preferred: - -- Access to your Active Directory or Azure Active Directory (Azure AD) instance, as well as your Microsoft Exchange and Skype for Business servers. -- Can receive an IP address using DHCP -- Open ports: - - HTTPS: 443 - - HTTP: 80 -- Access to additional ports are needed, depending on your environment: - - For online envionments, see [Office 365 IP URLs and IP address ranges](https://support.office.com/en-us/article/Office-365-URLs-and-IP-address-ranges-8548a211-3fe7-47cb-abb1-355ea5aa88a2?ui=en-US&rs=en-US&ad=US). - - For on-premises istallations, see [Skype for Business Server: Ports and protocols for internal servers](https://technet.microsoft.com/library/gg398833.aspx). - -In order to improve your experience, we collect data. To collect data, we need these sites whitelisted: +Microsoft collects telemetry to help improve your Surface Hub experience. Add these sites to your allow list: - Telemetry client endpoint: https://vortex.data.microsoft.com/ - Telemetry settings endpoint: https://settings.data.microsoft.com/ -### Prepare for first-run program + +## Work with other admins + +Surface Hub interacts with a few different products and services. Depending on the size of your organization, there could be multiple people supporting different products in your environment. You'll want to include people who manage Exchange, Active Directory (or Azure Active Directory), mobile device management (MDM), and network resources in your planning and prep for Surface Hub deployments. + + +## Create and verify device account + +A device account is an Exchange resource account that Surface Hub uses to display its meeting calendar, join Skype for Business calls, and send email. See [Create and test a device account](create-and-test-a-device-account-surface-hub.md) for details. + +After you've created your device account, there are a couple of ways to verify that it's setup correctly. +- Run Surface Hub device account validation PowerShell scripts. For more information, see [Surface Hub device account scripts](https://gallery.technet.microsoft.com/scriptcenter/Surface-Hub-device-account-6db77696) in Script Center, or [PowerShell scripts for Surface Hub](appendix-a-powershell-scipts-for-surface-hub.md) later in this guide. +- Use the account with the [Lync Windows Store app](https://www.microsoft.com/en-us/store/p/lync/9wzdncrfhvhm). If Lync signs in successfully, then the device account will most likely work with Skype for Business on Surface Hub. + + +## Prepare for first-run program There are a few more item to consider before you start the [first-run program](first-run-program-surface-hub.md). -**Create provisioning packages** (optional) - Your Surface Hub may require certificates for ActiveSync, Skype for Business, network usage, or other authentication. To install certificates, you can either create a provisioning package (in order to install at first run, or after first run in Settings), or deploy them through a mobile device management (MDM) solution (after first run only). +**Create provisioning packages** (optional) - Use provisioning packages to add certificates, customize settings and install apps. See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md) for details. You can [install provisioning packages at first-run](first-run-program-surface-hub.md#first-page). -Currently, Surface Hub can use provisioning packages only to install certificates and to install Universal Windows Platform (UWP) apps. See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md) for details. To install them using MDM, see the documentation for your MDM provider. You can also use provisioning to sideload apps that don't come from the Windows Store or Windows Store for Business. - -**Manage admin groups** - Every Surface Hub can be configured individually by opening the Settings app on the device. To prevent people who are not administrators from changing settings, the Settings app requires local administrator credentials to open the app and change settings. See [Admin group management](admin-group-management-for-surface-hub.md) for details on how admin groups are set up and managed. - -During first run, you will [set up admins for the device](first-run-program-surface-hub.md#setup-admins)). +**Setup admin groups** - Every Surface Hub can be configured locally using the Settings app on the device. To prevent unauthorized users from changing settings, the Settings app requires admin credentials to open the app. See [Admin group management](admin-group-management-for-surface-hub.md) for details on how admin groups are set up and managed. You will [set up admins for the device at first run](first-run-program-surface-hub.md#setup-admins)). **Review and complete Surface Hub setup worksheet** (optional) -When you complete the first-run program for your Surface Hub, there is some information that you'll need to supply. The setup worksheet summarizes that info, and provides lists of environment-specific info that you'll need when you complete the first-run program. For more information, see [Setup worksheet](setup-worksheet-surface-hub.md). +When you go through the first-run program for your Surface Hub, there's some information that you'll need to supply. The setup worksheet summarizes that info, and provides lists of environment-specific info that you'll need when you go through the first-run program. For more information, see [Setup worksheet](setup-worksheet-surface-hub.md). + ## In this section From 47a60796907de015c9431f197b5e727254eb1d55 Mon Sep 17 00:00:00 2001 From: Trudy Hakala Date: Wed, 21 Sep 2016 14:42:18 -0700 Subject: [PATCH 5/6] updates to prep and intro topic --- devices/surface-hub/intro-to-surface-hub.md | 53 ------------------- ...repare-your-environment-for-surface-hub.md | 14 ++--- .../setup-worksheet-surface-hub.md | 2 +- 3 files changed, 9 insertions(+), 60 deletions(-) diff --git a/devices/surface-hub/intro-to-surface-hub.md b/devices/surface-hub/intro-to-surface-hub.md index 212b001d82..eb48a1fb78 100644 --- a/devices/surface-hub/intro-to-surface-hub.md +++ b/devices/surface-hub/intro-to-surface-hub.md @@ -15,62 +15,9 @@ localizationpriority: medium Microsoft Surface Hub is an all-in-one productivity device that is intended for brainstorming, collaboration, and presentations. In order to get the maximum benefit from Surface Hub, your organization’s infrastructure and the Surface Hub itself must be properly set up and integrated. This guide describes what needs to be done both before and during setup in order to help you optimize your use of the device. - -## Surface Hub features and interactions with other services - -The capabilities of your Surface Hub will depend on what other Microsoft products and technologies are available to it in your infrastructure. The products listed in the following table each support specific features in Surface Hub. - - ---- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
ScenarioRequirement

One-touch meeting join, meetings calendar, and email (for example, sending whiteboards)

Device account with Microsoft Exchange 2013 or later, or Exchange Online and a network connection to where the account is hosted.

Meetings using Skype for Business

Device account with Skype for Business (Lync Server 2013 or later) or Skype for Business Online, and a network connection so the account can be accessed.

Web browsing through Microsoft Edge

Internet connectivity.

Remote and multi-device management

Supported mobile device management (MDM) solutions (Microsoft Intune, System Center 2012 R2 Configuration Manager, or supported third-party solution).

Group-based local management (directory of employees who can manage a device)

Active Directory or Azure Active Directory (Azure AD).

Universal Windows app installation

Windows Imaging and Configuration Designer (ICD) or supported MDM solutions (Intune, Configuration Manager, or supported third-party solution).

OS updates

Internet connectivity or Windows Server Update Services (WSUS).

Device monitoring and health

Microsoft Operations Management Suite (OMS).

-   You’ll need to understand how each of these services interacts with Surface Hub. See [Prepare your environment for Surface Hub](prepare-your-environment-for-surface-hub.md) for details. - ## Surface Hub setup process In some ways, adding your new Surface Hub is just like adding any other Microsoft Windows-based device to your network. However, in order to get your Surface Hub up and running at its full capacity, there are some very specific requirements. Here are the next topics you'll need: diff --git a/devices/surface-hub/prepare-your-environment-for-surface-hub.md b/devices/surface-hub/prepare-your-environment-for-surface-hub.md index ef33102a3f..1be646ae79 100644 --- a/devices/surface-hub/prepare-your-environment-for-surface-hub.md +++ b/devices/surface-hub/prepare-your-environment-for-surface-hub.md @@ -38,8 +38,8 @@ Depending on your environment, access to additional ports may be needed: - For on-premises installations, see [Skype for Business Server: Ports and protocols for internal servers](https://technet.microsoft.com/library/gg398833.aspx). Microsoft collects telemetry to help improve your Surface Hub experience. Add these sites to your allow list: -- Telemetry client endpoint: https://vortex.data.microsoft.com/ -- Telemetry settings endpoint: https://settings.data.microsoft.com/ +- Telemetry client endpoint: `https://vortex.data.microsoft.com/` +- Telemetry settings endpoint: `https://settings.data.microsoft.com/` ## Work with other admins @@ -56,14 +56,16 @@ After you've created your device account, there are a couple of ways to verify t - Use the account with the [Lync Windows Store app](https://www.microsoft.com/en-us/store/p/lync/9wzdncrfhvhm). If Lync signs in successfully, then the device account will most likely work with Skype for Business on Surface Hub. -## Prepare for first-run program +## Prepare for first-run program There are a few more item to consider before you start the [first-run program](first-run-program-surface-hub.md). -**Create provisioning packages** (optional) - Use provisioning packages to add certificates, customize settings and install apps. See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md) for details. You can [install provisioning packages at first-run](first-run-program-surface-hub.md#first-page). +### Create provisioning packages (optional) +You can use provisioning packages to add certificates, customize settings and install apps. See [Create provisioning packages](provisioning-packages-for-certificates-surface-hub.md) for details. You can [install provisioning packages at first-run](first-run-program-surface-hub.md#first-page). -**Setup admin groups** - Every Surface Hub can be configured locally using the Settings app on the device. To prevent unauthorized users from changing settings, the Settings app requires admin credentials to open the app. See [Admin group management](admin-group-management-for-surface-hub.md) for details on how admin groups are set up and managed. You will [set up admins for the device at first run](first-run-program-surface-hub.md#setup-admins)). +### Set up admin groups +Every Surface Hub can be configured locally using the Settings app on the device. To prevent unauthorized users from changing settings, the Settings app requires admin credentials to open the app. See [Admin group management](admin-group-management-for-surface-hub.md) for details on how admin groups are set up and managed. You will [set up admins for the device at first run](first-run-program-surface-hub.md#setup-admins)). -**Review and complete Surface Hub setup worksheet** (optional) +### Review and complete Surface Hub setup worksheet** (optional) When you go through the first-run program for your Surface Hub, there's some information that you'll need to supply. The setup worksheet summarizes that info, and provides lists of environment-specific info that you'll need when you go through the first-run program. For more information, see [Setup worksheet](setup-worksheet-surface-hub.md). diff --git a/devices/surface-hub/setup-worksheet-surface-hub.md b/devices/surface-hub/setup-worksheet-surface-hub.md index 49b0f51d45..a77cf5850f 100644 --- a/devices/surface-hub/setup-worksheet-surface-hub.md +++ b/devices/surface-hub/setup-worksheet-surface-hub.md @@ -33,7 +33,7 @@ You should fill out one list for each Surface Hub you need to configure, althoug

If your network uses a proxy for network and/or Internet access, you must provide a script or server/port information.

-

Proxy script: http://contoso/proxy.pa
+

Proxy script: http://contoso/proxy.pa
- OR -
Server and port info: 10.10.10.100, port 80

From 60e771f2b9ecee958f1b37fd024c4887f6821177 Mon Sep 17 00:00:00 2001 From: isaiahng Date: Wed, 21 Sep 2016 15:47:05 -0700 Subject: [PATCH 6/6] Update prepare-your-environment-for-surface-hub.md --- devices/surface-hub/prepare-your-environment-for-surface-hub.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/devices/surface-hub/prepare-your-environment-for-surface-hub.md b/devices/surface-hub/prepare-your-environment-for-surface-hub.md index 1be646ae79..1e0440958f 100644 --- a/devices/surface-hub/prepare-your-environment-for-surface-hub.md +++ b/devices/surface-hub/prepare-your-environment-for-surface-hub.md @@ -65,7 +65,7 @@ You can use provisioning packages to add certificates, customize settings and in ### Set up admin groups Every Surface Hub can be configured locally using the Settings app on the device. To prevent unauthorized users from changing settings, the Settings app requires admin credentials to open the app. See [Admin group management](admin-group-management-for-surface-hub.md) for details on how admin groups are set up and managed. You will [set up admins for the device at first run](first-run-program-surface-hub.md#setup-admins)). -### Review and complete Surface Hub setup worksheet** (optional) +### Review and complete Surface Hub setup worksheet (optional) When you go through the first-run program for your Surface Hub, there's some information that you'll need to supply. The setup worksheet summarizes that info, and provides lists of environment-specific info that you'll need when you go through the first-run program. For more information, see [Setup worksheet](setup-worksheet-surface-hub.md).