Office 365 Client Management dashboard

Beginning in Configuration Manager version 1802, you can review Office 365 client information from the Office 365 Client Management dashboard. The Office 365 client management dashboard displays a list of relevant devices when graph sections are selected.

Prerequisites

Enable hardware inventory

The data that is displayed in the Office 365 Client Management dashboard comes from hardware inventory. Enable hardware inventory and select the Office 365 ProPlus Configurations hardware inventory class for data to display in the dashboard.

  1. Enable hardware inventory, if it isn't yet enabled. For details, see Configure hardware inventory.
  2. In the Configuration Manager console, navigate to Administration > Client Settings > Default Client Settings.
  3. On the Home tab, in the Properties group, click Properties.
  4. In the Default Client Settings dialog box, click Hardware Inventory.
  5. In the Device Settings list, click Set Classes.
  6. In the Hardware Inventory Classes dialog box, select Office 365 ProPlus Configurations.
  7. Click OK to save your changes and close the Hardware Inventory Classes dialog box.

The Office 365 Client Management dashboard starts displaying data as hardware inventory is reported.

Internet connectivity for clients

(Introduced in version 1906 as a prerequisite)

Starting in version 1906, devices that have Office installed need internet connectivity to populate add-in information for the Office 365 ProPlus upgrade readiness dashboard. Devices download an add-in readiness file from the Office Content Delivery Network. This file contains the full list of add-ins that are known to Microsoft and details of their expected performance on Office 365 ProPlus. Each device uses the information from the file to determine add-in compatibility. If a device can't download the file, it will have an add-in readiness status of Needs Review.

Connectivity for top level site server

(Introduced in version 1906 as a prerequisite)

Your top level site server needs access to the following endpoint to download the readiness file:

https://contentstorage.osi.office.net/sccmreadinessppe/sot_sccm_addinreadiness.cab

Enable data collection for Office 365 ProPlus

(Introduced in version 1910 as a prerequisite)

Starting in version 1910, you'll need to enable data collection for Office 365 ProPlus to populate information in the Office 365 ProPlus Pilot and Health Dashboard. The data is stored in the Configuration Manager site database and not sent to Microsoft. This data is different from diagnostic data, which can be sent. For more information, see Diagnostic data sent from Office 365 ProPlus to Microsoft. You can enable the collection using either Group Policy or editing the registry.

Enable data collection from Group Policy

  1. Download the latest Administrative Template files from the Microsoft Download Center.
  2. Enable the Turn on telemetry data collection policy setting under User Configuration\Policies\Administrative Templates\Microsoft Office 2016\Telemetry Dashboard.
    • Alternatively, apply the policy setting with the Office cloud policy service.
    • The policy setting is also used by the Office Telemetry Dashboard, which you don't need to deploy for this data collection.

Enable data collection from the registry

The command below is an example of how to enable the data collection from the registry:

reg add HKCU\Software\Policies\Microsoft\office\16.0\OSM /v EnableLogging /t REG_DWORD /d 1

Viewing the Office 365 Client Management dashboard

To view the Office 365 Client Management dashboard in the Configuration Manager console, go to Software Library > Overview > Office 365 Client Management. At the top of the dashboard, use the Collection drop-down setting to filter the dashboard data by members of a specific collection. Beginning in Configuration Manager version 1802, the Office 365 client management dashboard displays a list of relevant devices when graph sections are selected.

The Office 365 Client Management dashboard provides charts for the following information:

Integration for Office 365 ProPlus readiness

Starting in Configuration Manager version 1902, you can use the dashboard to identify devices with high confidence that are ready to upgrade to Office 365 ProPlus. This integration provides insights into potential compatibility issues with Office add-ins and macros in your environment. Then use Configuration Manager to deploy Office to ready devices.

The Office 365 client management dashboard includes a new tile, Office 365 ProPlus Upgrade Readiness. This tile is a bar chart of devices in the following states:

  • Not assessed
  • Ready to upgrade
  • Needs review

Select a state to drill-through to a device list. This readiness report shows more detail about devices. It includes columns for the compatibility state of both Office add-ins and macros.

Prerequisites for Office 365 ProPlus readiness integration

  • Enable hardware inventory in client settings. For more information, see the Prerequisites section.

  • The device needs connectivity to the Office content delivery network (CDN) to download an add-in readiness file. For more information, see Content delivery networks. If the device can't download this file, the add-ins state is Needs review.

    Note

    No data is sent to Microsoft for this feature.

Detailed macro readiness

By default, the scanning agent looks at the most recently used (MRU) files list on each device. It counts the files in this list that support macros. These files include the following types:

  • Macro-enabled Office file formats, such as Excel macro-enabled workbooks (.xlsm) or Word macro-enabled document (.docm)
  • Older Office formats that don't indicate whether there's macro content. For example, an Excel 97-2003 workbook (.xls).

If you need a more detailed information about macro compatibility, deploy the Readiness Toolkit for Office to analyze the code within the macro files. It checks if there are any potential compatibility concerns. For example, the file uses a function that changed in a more recent version of Office. After you run the Readiness Toolkit for Office, Configuration Manager can use its results. This additional data enhances the device readiness calculation. For more information, see Use the Readiness Toolkit for Office to assess application compatibility for Office 365 ProPlus.

Office 365 ProPlus upgrade readiness dashboard

(Introduced in version 1906)

To help you determine which devices are ready to upgrade to Office 365 ProPlus, there's a readiness dashboard starting in version 1906. It includes the Office 365 ProPlus upgrade readiness tile that released in Configuration Manager current branch version 1902. The following new tiles on this dashboard help you evaluate Office add-in and macro readiness:

  • Deployment
  • Device readiness
  • Add-in readiness
  • Add-in support statements
  • Top add-ins by count of version
  • Number of devices that have macros
  • Macro readiness
  • Macro advisories

Using the Office 365 ProPlus upgrade readiness dashboard

After verifying you have the prerequisites, use the following instructions to use the dashboard:

  1. In the Configuration Manager console, go to the Software Library workspace, expand Office 365 Client Management.
  2. Select the Office 365 ProPlus Upgrade Readiness node.
  3. Change the Collection and Target Office Architecture to change the information relayed in the dashboard.

Office 365 ProPlus upgrade readiness dashboard

Office 365 ProPlus upgrade readiness dashboard

Office 365 ProPlus upgrade readiness dashboard

Device Readiness information

Once the add-in and macro inventory on each device is evaluated, the devices are then grouped according to the information. Devices whose status are listed as Ready to upgrade aren't likely to have any compatibility issues.

Selecting the Ready to upgrade category on the graph shows more details about the devices in the limiting collection. You can review the device list, make selections according to your business requirements, and create a new device collection from your selection. Use your new collection to deploy Office 365 ProPlus with Configuration Manager.

Devices that might be at risk for compatibility issues are marked as Needs review. These devices may need action to be taken before upgrading them to Office 365 ProPlus. For example, you might update critical add-ins to a more recent version.

Add-in information

On each device, an inventory of all installed add-ins is collected. The inventory is then compared with the information Microsoft has about the add-in performance on Office 365 ProPlus. If an add-in is found which is likely to cause issues after upgrading, then all devices with the add-in are flagged for review.

Macro information

Configuration Manager looks at the most recently used files on each device. It counts the files in this list that support macros, including the following types:

  • Macro-enabled Office file formats.
  • Older Office formats, which don't indicate if there's macro content.

If you need a more detailed information about macro compatibility, deploy the Readiness Toolkit for Office to analyze the code within the macro files. The results can be picked up by Configuration Manager's hardware inventory agent when you select the option for Most recently used Office documents and installed add-ins on this computer. The additional data can enhance the device readiness calculation. For more information, see Use the Readiness Toolkit for Office to assess application compatibility for Office 365 ProPlus.

Office 365 ProPlus pilot and health dashboard

(Introduced in version 1910)

Starting in version 1910, the Office 365 ProPlus Pilot and Health Dashboard helps you plan, pilot, and perform your Office 365 ProPlus deployment. The dashboard provides health insights for devices with Office 365 ProPlus to help identify possible issues that may affect your deployment plans. The Office 365 ProPlus Pilot and Health Dashboard provides a recommendation for pilot devices based on add-in inventory. The following tiles are in the dashboard:

  • Generate pilot
  • Recommended pilot devices
  • Deploy pilot
  • Devices sending health data
  • Devices not meeting health goals
  • Add-ins not meeting health goals
  • Macros not meeting health goals

Using the Office 365 ProPlus pilot and health dashboard

After verifying you have the prerequisites, use the following instructions to use the dashboard:

  1. In the Configuration Manager console, go to the Software Library workspace, expand Office 365 Client Management.
  2. Select the Office 365 Pilot and Health node.

Office 365 ProPlus pilot and health dashboard

Generate pilot

Generate a pilot recommendation from a limiting collection at the click of a button. As soon as the action is launched, a background task starts calculating your pilot collection. Your limiting collection must contain at least one device with an Office version that isn't ProPlus.

Recommended pilot devices are a minimal set of devices representing all installed add-ins across the limiting collection you used when generating the pilot. Drill down to get a list of these devices. Then use the details to exclude any devices from the pilot if needed. If all of your add-ins are already on Office 365 ProPlus devices, then devices with those add-ins won't be included in the calculation. This also means it's possible that you won't get any results in your pilot collection since all of your add-ins have been seen on devices where Office 365 ProPlus is installed.

Deploy pilot

Once you accept your pilot devices, deploy Office 365 Proplus to the pilot collection using the phased deployment wizard. Admins can define the pilot and limiting collection in the wizard to manage deployments.

Health data

Once Office 365 Proplus is installed, enable health data on your pilot devices. The health data gives you insight into which add-ins and macros don't meet health goals. The Devices ready to deploy chart identifies non-pilot devices that are ready for deployment by using the health insights. Get a count of devices that are sending health data from the Devices sending health data chart.

Devices not meeting health goals

This tile summarizes devices that have issues with add-ins, macros, or both.

Add-ins not meeting health goals

  • Load failures: The add-in failed to start.
  • Crashes: The add-in failed while it was running.
  • Error: The add-in reported an error.
  • Multiple issues: The add-in has more than one of the above issues.

Macros not meeting health goals

  • Load failures: The document failed to load.
  • Runtime errors: An error happened while the macro was running. These errors can be dependent on the inputs so may not always occur.
  • Compile errors: The macro didn't compile correctly so it won't attempt to run.
  • Multiple issues: The macro has more than one of the above issues.

Known issues

There is a known issue with the Deploy Pilot tile. At this time it can't be used to deploy to a pilot. The workaround is the existing workflow for deploying an application using the Phased Deployment Wizard.

Next steps

Manage Office 365 ProPlus with Configuration Manager