Sure Step 2010 User Guide

Microsoft Dynamics® Sure Step 2010
User Guide
This document is for information purposes only.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS

DOCUMENT.
© 2010 Microsoft Corporation. All rights reserved.
Microsoft and The Microsoft Dynamics Logo are registered trademarks of Microsoft Corporation in the United States
and/or other countries.
Sure Step
Table of Contents
Table of Contents
TABLE OF CONTENTS ..................................................................................................................................................1
INTRODUCTION .........................................................................................................................................................5
HISTORY AND FUTURE DIRECTIONS ............................................................................................................................................. 7
FOCUS ................................................................................................................................................................................... 7
WHAT IS SURE STEP? ............................................................................................................................................................... 7
THE SURE STEP METHODOLOGY................................................................................................................................................. 8
LANGUAGE SUPPORT................................................................................................................................................................ 9
SURE STEP 2010 HIGHLIGHTS ................................................................................................................................................... 9
SUPPORT AND FEEDBACK ........................................................................................................................................................ 10
ISV RELATED SURE STEP TOOLS ............................................................................................................................................... 11
SYSTEM REQUIREMENTS AND INSTALLATION ........................................................................................................... 12

SYSTEM REQUIREMENTS ......................................................................................................................................................... 12
INSTALLATION ....................................................................................................................................................................... 13
INSTALLATION OPTIONS .......................................................................................................................................................... 13
Installation Instructions ................................................................................................................................................ 13
INSTALLATION WITH VERSION 1 OF SURE STEP STILL INSTALLED..................................................................................................... 13
GETTING STARTED TUTORIAL ................................................................................................................................... 14

OPEN SURE STEP ................................................................................................................................................................... 14
SET PRODUCT TYPE AND PRODUCT FILTERS ................................................................................................................................ 14
EXPLORE THE SURE STEP METHODOLOGY REFERENCE.................................................................................................................. 15
EXPLORE THE METHODOLOGY DOCUMENTS VIEW ...................................................................................................................... 18
SURE STEP METHODOLOGY TAB ............................................................................................................................... 22

BASIC STRUCTURE OF MICROSOFT DYNAMICS SURE STEP ............................................................................................................. 22

Sure Step
SOLUTIONS ........................................................................................................................................................................... 23
PROJECT TYPES ..................................................................................................................................................................... 23
SURE STEP METHODOLOGY VIEW............................................................................................................................................. 24
Reference View.............................................................................................................................................................. 24
DOCUMENTS VIEW ................................................................................................................................................................ 27
USER CONTROLS: .................................................................................................................................................................. 31
View Sure Step content in full-page mode: ................................................................................................................... 31
View Document Details for a single phase: ................................................................................................................... 31
View the owner for each deliverable: ........................................................................................................................... 31
PROJECTS TAB.......................................................................................................................................................... 33
PROJECT LIST ........................................................................................................................................................................ 34
SURE STEP PROJECT CREATION ................................................................................................................................................ 35
CREATING A SHAREPOINT-BASED PROJECT ................................................................................................................................ 40
URL Verification:............................................................................................................................................................ 40
SharePoint Template Verification: ................................................................................................................................ 41
SharePoint Template Setup for SharePoint 2010 .......................................................................................................... 41
SURE STEP PROJECT MANAGEMENT ......................................................................................................................................... 46
Management of the Local Sure Step Projects ............................................................................................................... 46
Edit Sure Step Project Properties ................................................................................................................................... 48
Add, Remove, and Reposition Project Documents ........................................................................................................ 48
Create (Clone) a Sure Step Project Based on an Existing Project .................................................................................. 49
Package Your Project by Using Zip and Save ................................................................................................................ 50
PROJECT DOCUMENTS VIEW ................................................................................................................................................... 51
ADMINISTRATION OF SHAREPOINT-BASED SURE STEP PROJECTS.................................................................................................... 51
User permissions ........................................................................................................................................................... 51
Top link bar.................................................................................................................................................................... 51

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Sure Step
Project Members list ..................................................................................................................................................... 51
Document Completion Workflow .................................................................................................................................. 52
Workflow setup ............................................................................................................................................................. 52
Using the workflow ....................................................................................................................................................... 52
CONTENT OF THE SHAREPOINT-BASED SURE STEP PROJECT SITES .................................................................................................. 53
Sure Step Documents document library ........................................................................................................................ 53
Shared Documents document library ............................................................................................................................ 53
Announcements list ....................................................................................................................................................... 53
Calendar list .................................................................................................................................................................. 54
Tasks list ........................................................................................................................................................................ 54
Project Information list ................................................................................................................................................. 54
Project Members list ..................................................................................................................................................... 54
Resources Links list ........................................................................................................................................................ 54
CHANGE PROJECT REPOSITORIES .............................................................................................................................................. 54
IMPORT AN ARCHIVED PROJECT INTO A REPOSITORY ................................................................................................................... 55
COMMON TASKS ................................................................................................................................................................... 55
Using the Logo Wizard to Put Your Company’s Logo and Project Information in Sure Step Deliverables .................... 55
How to Share Project Deliverables with Clients ............................................................................................................ 56
How to Work From a Shared Project Repository for Your Team ................................................................................... 56
How to incorporate your V1 customizations into the new version of Sure Step projects ............................................. 57
Using SharePoint to Share Documents and Collaborate on Projects (without the Sure Step Project Site Template) ... 58
On Windows 7 and Windows Vista: .............................................................................................................................. 58
On Windows XP: ............................................................................................................................................................ 58
RESOURCES TAB....................................................................................................................................................... 62
PREFERENCES TAB.................................................................................................................................................... 63
UPDATING SURE STEP ............................................................................................................................................................ 64
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Sure Step
SWITCHING BETWEEN LANGUAGES ........................................................................................................................................... 65
SEARCH TAB............................................................................................................................................................. 66
SEARCH SURE STEP CORE CONTENT AND PROJECT FILES............................................................................................................... 66
TROUBLESHOOTING AND SUPPORT .......................................................................................................................... 70

MAKING SHAREPOINT SITE PUBLIC ........................................................................................................................... 71

Sure Step
Introduction
Welcome to the Microsoft Dynamics® Sure Step User Guide. This guide provides an overview for using the Sure Step tool.
Information in this guide will help you to start using Sure Step, understand its features, and get the most benefit from
the program and tool. Additionally, Sure Step Methodology Training Materials and other resources are available on
PartnerSource.
The Microsoft Dynamics Sure Step tool enables you to:
 View the Sure Step methodology, including tools and templates.
 Create and manage editable customer projects based on the Sure Step deliverables.
 Link to online marketing, training, and other resources on PartnerSource.
 Get content and tool updates.
Note: Learn more about the Microsoft Dynamics Sure Step program, its methodology, and benefits by visiting the Sure
Step Overview on PartnerSource.

Sure Step
Microsoft Dynamics Sure Step example screen illustration

Sure Step
History and Future Directions

The original version of Sure Step was launched in March 2007. Since then, the Microsoft vision for the Sure Step
program has remained consistent:
 To deliver an ever-evolving, world-class methodology to partners for Microsoft Dynamics customer

engagements.
 To help partners take advantage of the latest best practices, new tools developed by Microsoft Dynamics
product teams, and changes in Microsoft Dynamics software.
 To help partners achieve high customer satisfaction, increase channel productivity, and improve profits.
Sure Step can help partners increase successful implementations, decrease employee ramp-up time, and improve
revenue by closing more customer deals. Partners who fully adopt and embrace Sure Step will be better able to perform
customer implementations on time, on budget, and on spec.
As products in the Microsoft Dynamics family provide updates to its customers, the Sure Step tool will also be updated
to provide guidance aligned to assisting with new feature implementation and upgrade processes.
Focus
Microsoft Dynamics Sure Step is focused on enabling Microsoft Dynamics partners to achieve successful
implementations in the mid-market space (though its functionality could be used in the small and high-end segments.)
The Sure Step implementation methodology can be customized by partners by adding templates to address specific
customer needs.
What Is Sure Step?

The Microsoft Dynamics Sure Step Methodology is a comprehensive customer engagement methodology describing the
processes and disciplines necessary to implement Microsoft Dynamics products.
The methodology covers the following products:
 Microsoft Dynamics AX
 Microsoft Dynamics GP
 Microsoft Dynamics NAV
 Microsoft Dynamics SL

Sure Step
 Microsoft Dynamics CRM

 Microsoft Dynamics CRM Online
Because implementations have many similarities across these products, Sure Step has been structured as a general
methodology with a product-specific layer for each product. The general content consists primarily of prescriptive
phase-by-phase and activity-by-activity descriptions for completing an implementation, and also includes information on
the Project Management discipline. The product-specific content is represented by tools and templates as well as
hyperlinks to materials that can be found outside of the tool.
Overall benefits of Microsoft Dynamics Sure Step:
 A consistent methodology, project management tools and advice, and field-tested best practices—all within
user-friendly tools—that enable partners to more efficiently deploy, migrate to, configure, and upgrade
Microsoft Dynamics solutions.
 Drives partner productivity by providing a consistent approach and a standard set of tools and templates that
help ensure customers’ projects are completed efficiently, adding immediate business value, which promotes
high customer satisfaction.
 Helps partners to work more easily with other partners—as well as with Microsoft Consultants, when
appropriate—on large, multi-site, or multi-region implementations. It also helps partners work more efficiently
with independent software vendors (ISVs) who provide third-party solutions or expertise.
 Assurance that you are using the same approach as others involved in the project to drive toward a successful
customer implementation.
The Sure Step Methodology

The Sure Step methodology includes the following resources:
 Methodology content. A flow of implementation activities that lead from the initial business diagnosis through
implementation and handoff to operations.
 Tools and templates. Sample documents and document structures to help guide the project activity and system
configuration.
 The Sure Step client. A presentation interface for the Sure Step methodology that helps you to navigate and
apply the methodology and adapt it to your unique requirements.
 Community resources. Links to other resources available in the Microsoft Dynamics community.

Sure Step
Language Support
Sure Step 2010 will provide translations for Customer Facing Deliverables and a restricted set of products (based on
product availability in a country) in calendar Q4 of 2010. (Customer Facing Deliverables are those tools and templates
which are designed for use in front of the customer.) At that time, Customer Facing Deliverable Language Packs will be
made available in the following languages:
 Chinese
 Danish
 French
 German
 Japanese
 Portuguese (Brazil)
 Russian
 Spanish
 Turkish
Prior to this release, you can still access the following language packs which are compatible with Sure Step, version 2.6.
See notes on PartnerSource for successfully using Sure Step 2.6 with these language packs.
 English
 French – Full translation for 2.0 content; Customer Facing Deliverables translated for 2.5 content
 German – Full translation for 2.0 content; Customer Facing Deliverables translated for 2.5 content
 Russian – Full translation for 2.0 content
 Spanish – Full translation for 2.0 content; Customer Facing Deliverables translated for 2.5 content
 Japanese – Customer Facing Deliverables translated for 2.0 content
NOTE: Sure Step 2.6 will be removed from PartnerSource once the Sure Step 2010 language packs are complete and
available.
Sure Step 2010 Highlights

New features and content in the first release of Sure Step 2010 included the following:
 Agile project types, which will allow for more complex customization projects to be managed.
 Industry-specific content, including guidance for:
o Process Manufacturing (via Microsoft Dynamics AX)
o Public Sector (via Microsoft Dynamics CRM). Guidance also is now available for a
 Cross-industry solution for xRM-based development projects using Microsoft Dynamics CRM.
 Microsoft Share Point site project creation providing a true collaboration platform for your implementation projects.
 Organizational Change Management guidance throughout Sure Step to help you help customers with new system
adaptation in any engagement.

Sure Step
 Diagnostic and Optimization projects, with a full complement of guidance:

o Microsoft Solution Selling Process (MSSP) and the Unleash Your Potential campaign are now aligned
through diagnostic tools.
o Microsoft Service offerings and proactive post Go-Live offerings are enhanced as part of Optimization
offerings.
o Ability to create projects dedicated to the sales process (diagnostics) and optimization projects.
 ISV Guidance and Sure Step templates, allowing ISVs to create Sure Step compatible tools.
The Sure Step 2010 Content Pack 1 update included additions to content:
 GP 2010 Updates
 Service Industries content (via Microsoft Dynamics AX)
o Professional Services (including Legal Services and Government Contracts)
o Advertising
o Architecture, Engineering & Construction
 CRM Customer Care Accelerator
 New AX Process Flows: Human Resources, Master Planning, and Quality
 Updated NAV process flows, Go Live documents, and Upgrade Assessment
Support and Feedback

Support of the Sure Step tool is managed through the Microsoft Dynamics community forums. This should be your first
avenue for supporting your Sure Step installation and usage questions. You can share information with other partners
and gain direct support from the Sure Step Support team by accessing the online Sure Step Forums.
Microsoft is constantly working to improve Sure Step and will provide updates on a regular basis. But we need your help.
Please let us know how we can improve the program by using the Give Feedback link in the lower right corner of the
tool. You will be presented with the following form, which will be e-mailed to us when you submit it.
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Sure Step
ISV Related Sure Step Tools

ISV solutions are available for Sure Step and ISVs are welcome to create solutions to enhance the usage of Sure
Step.
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Sure Step
System Requirements and Installation
System Requirements
Supported Operating Systems
 Microsoft Windows 7
 Microsoft Windows Vista
 Microsoft Windows Vista SP1

 Microsoft Windows XP SP2 or later
Windows Desktop Search
The Windows Desktop Search tool is included in Windows Vista and Windows 7. For Windows XP, you can download
the tool at Windows Desktop Search.
Microsoft Office 2007 or Microsoft Office 2010
Sure Step includes advanced filtering features, which are based on the new Office format.
Microsoft .NET Framework

Sure Step requires the Microsoft .NET Framework 3.5 SP1. Note that the February 2009 release of Windows Update
distributes the .NET 3.5 SP1 with “High importance”, which means most systems will have this installed
automatically. For additional information, go to http://support.microsoft.com/kb/894199.
SharePoint
To use the Share Point project creation feature:
 Windows SharePoint Services 3.0

 Microsoft Office SharePoint Server 2007
 Microsoft SharePoint Foundation 2010
 Microsoft SharePoint Server 2010
Hardware
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Sure Step
 The Sure Step Client and the content require approximately 350 MB disk space. During installation, you need
at least 1 GB of disk space. Additionally, each Sure Step project you create requires approximately 110 MB.
 For the best viewing experience, you should have a graphic resolution of at least 1024x768 pixels with 24bit
color depth.
 Recommended: 2GB RAM or greater.
Installation
Detailed installation instructions can be found on PartnerSource.
Installation Options
If Sure Step 2.0 or later is installed you can install the latest versions of Sure Step automatically from within Sure Step by
going to the Preferences tab and clicking on ‘Check Updates’.
You can also install the latest version from PartnerSource based on the Installation Instructions provided on this page.
Installation Instructions
1. Ensure Microsoft .NET Framework 3.5 Service Pack 1 is installed
2. Go to PartnerSource > Partner Essentials > Sure Step
3. Click the Download and Install Sure Step 2010.
4. Select the Install Microsoft Dynamics Sure Step 2010 on the right to access the Installation page and run the installer.
The file is large (~350 MB), so plan accordingly.
5. OPTIONAL: Download Language Packs.
Installation with Version 1 of Sure Step Still Installed

Installing the new version of Sure Step will not remove Version 1 or change it in any way. If you do not have
Version 1 customizations that you wish to migrate to this updated version of Sure Step, it is recommended you
remove Version 1 before installing Sure Step 2010.
To remove Version 1 in Windows Vista:

1. From the Start Menu, click Control Panel.
2. Under Programs, click Uninstall a program.
3. Click Microsoft Dynamics Sure Step Methodology, click Uninstall, and follow the instructions.
Also see How to incorporate your V1 customizations into the new version of Sure Step projects in the “Sure Step
Projects” section of this guide.
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Sure Step
Getting Started Tutorial
This section will give you step-by-step guidance on using the Sure Step tool by providing examples of scenarios using
the Rapid project type for Microsoft Dynamics CRM implementations. The examples build upon each other, so it is
recommended that you go through the activities in this section from start to finish.
Note: PartnerSource should be your primary resource for training and other resources for mastering Sure Step. You’ll
find Sure Step FAQs that can assist in troubleshooting, plus other information about Sure Step.
Open Sure Step

1. Click the Start button, and then point to All Programs.
2. Click the Microsoft Dynamics Sure Step folder icon, and then click Microsoft Dynamics Sure Step.
Set Product Type and Product Filters

1. In Sure Step, click the Sure Step Methodology tab, if necessary.
2. Leave the Solution set to General.
3. Click the Product box and select CRM.
4. Click the Project Type box and select Rapid.
The Methodology tab will display information pertaining to Rapid implementation of Microsoft Dynamics CRM
projects.
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Sure Step
Explore the Sure Step Methodology Reference

1. Under Table of Contents, click the Diagnostic Phase arrow, Decision Accelerator Offerings, and then click
Requirements and Process Review.
Your screen should look like the following image.
Notice the navigation element just below the tabs near the top of the window. This can help you keep track of your
location in the tool.
Also notice that the content sections can be collapsed or expanded.
2. Review the documents in the Tools, Templates and Links section.
There are several Office documents associated with this phase. You can open and review them in read-only mode.
Later, you will learn how to create editable versions by creating Sure Step Projects.
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Sure Step
3. Review the Sure Step Methodology section in the middle right part of the page.
This section contains the activity guidance for this step. Note that, at the top of the section, there are buttons for
reading the guidance in a larger window and for printing the guidance.
4. Click the View this page in Reading Window button to view the activity in full-screen mode.
Notice the various sections of the activity guidance, including the Purpose, Description, Pre-Conditions, and Diagram.
Most Sure Step activity guidance follows this format.
5. In the Reading Window, scroll down to the Diagram section and click the Expand navigation frame button in the
top-left corner of the diagram.
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Sure Step
This opens the Pan and Zoom control. The control lets you enlarge or shrink the display of the diagram. If the diagram
display is larger than the available area, you can click the diagram and use the IntelliMouse pointing device wheel to
move up and down in the diagram; you also can use the keyboard arrow keys to pan up and down or right and left.
There are many detailed process flow diagrams in which panning and zooming are important.
6. Close the Reading Window.
7. At the top of the Sure Step Methodology section, note the Print current page button that allows you to print this
activity guidance.
8. Review the Roles section in the bottom-right part of the window. In the Owner box, click Consulting – Project
Manager.
The Project Manager role guidance is displayed in the Sure Step Methodology section.
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Sure Step
9. Use the “back arrow” to return to the previous page.
The arrows let you move back and forth through the content you have chosen in the current tab.
10. To copy text that appears in Sure Step, use the mouse to select the desired text, right-click the selected text, and
click Copy.
Note: Keyboard shortcuts for copy and paste are not supported.
Explore the Methodology Documents View
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Sure Step
1. Click the Documents tab.
Your screen should look like following image.
This window provides a documents-only view of the Sure Step methodology, by phase. You can open and review these
documents in read-only mode. Later in this guide you will learn how to create editable versions by creating Sure Step
Projects.
Notice that the filter fields at the top right of the window are still set to the values you chose in the previous steps:
Solution = General, Product = CRM, Project Type = Rapid.
Notice that the View Options filter can be changed between All Documents and Customer Facing Deliverables. Customer
Facing Deliverables are documents that would be shared with or presented to the customer during the engagement.
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Sure Step
2) Set the View Options filter to Customer Facing Deliverables.
Notice that fewer documents are listed in the window.
3) Click the Analysis phase button.
A detailed view of Analysis phase documents is displayed. The columns can be sorted, and the widths can be adjusted.
4) Click the Owner column to see the deliverables sorted by owner.
5) Click Show All Phases to return to the All Phases document view.
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Sure Step
6) In the Design phase column, right-click Solution Design Document and select Locate Content in Sure Step.
The document is listed in the Tools, Templates and Links section. You can open the document by double-clicking it in the
list. After you open a tool, template, or link, you can edit and print it as you would any other document.
Be sure any document you wish to print is set to match your local printing preferences. Because Sure Step is an
international tool, you may find that a document's default page size (such as Letter or A4) is not your local standard. You
should check the page size, modify it if necessary, and then review the document's appearance before printing.
To return to your default repository, from the Preferences tab, click Reset to Default Values.
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Sure Step
Sure Step Methodology Tab
Basic Structure of Microsoft Dynamics Sure Step
Microsoft Dynamics Sure Step is designed to provide you with multiple ways to organize and view its content To
customize your view based on these filters, make a selection by using the filter in the upper right part of the tool
window:
 Solutions. Vertical and Cross-Industry solutions supported by Sure Step are listed. Current selections are Process
Industries (for Dynamics AX), Public Sector (for Dynamics CRM) and XRM (CRM as a development platform.)
 Project types. The implementation of a Microsoft Dynamics product can be done in various ways, which are
defined within Sure Step as project types. These types are Standard, Enterprise, Rapid, Upgrade, and Agile. Each
of these has unique project flows and activities, which can be used to select a way of viewing the Sure Step
content.
 Products. The Microsoft Dynamics product family consists of six products. As with project types, these have
unique tools to support their implementation.
Additionally, methodology content can be viewed by using the navigation tools in the Table of Contents and in
the Documents view.
 Phases. The six phases of an implementation are Diagnostic, Analysis, Design, Development, Deployment, and
Operation. The documents associated with each phase can be listed separately, enabling you to focus on the
work involved in a particular phase. For more on this, see the Documents View section.
 Cross-phase processes. While Sure Step presents its activities in a standard, generally sequential way, Sure Step
has also been defined with the activities organized by the type of work encompassed, such as Project
Management, Training, and Quality and Testing. You can follow the activities in these cross-phase processes
from the project's beginning to end. To do this, go to "Cross Phase Processes" in the left navigation and browse
from there.
Some content in Sure Step is relevant to a specific release of a Microsoft Dynamics product. Document labels or
descriptions that designate a product family (like “AX”) indicate that the document is either relevant for the most
recent release of that product, or that the product version is not meaningful for that document. A document relevant
to an earlier product version will have the version number indicated in the document label or description.
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Sure Step
Solutions
Microsoft Dynamics solutions have been implemented in numerous industries. Some of our product lines are putting
forward specific sales and implementation tools, allowing greater focus and depth in providing solutions that will meet
the needs of customers in those vertical spaces. The first vertical industry solutions introduced to Sure Step are Process
Industries for Dynamics AX and Public Sector for Dynamics CRM.
Specific implementation guidance on cross-industry solutions is also available. You will find an option for XRM in the
drop-down list.
Additional guidance on these industry solutions can be found in the Diagnostic Preparation area under “Industry/Vertical
Solutions” and “Cross Industry/Horizontal Solutions.”
Project Types
Microsoft Dynamics Sure Step presents five different ways to approach the implementation of a Microsoft Dynamics
product. These are defined as project types; they are Enterprise, Standard, Rapid, Upgrade, and Agile.
A project type should be selected based on the characteristics of the client situation. For a large implementation with
multiple client sites and a large number of users, it’s usually best to use the Enterprise project type. Agile represents a
flexible and collaborative approach for single site implementations requiring specific features and moderate-to-complex
customizations. For a smaller implementation with little to no need for customization, you might choose to use the
Rapid project type. You can choose the Upgrade project type for clients who already use a Microsoft Dynamics product.
The Sure Step activities are organized by project type. Within each project type, the activities are presented sequentially
by project phase. The primary view of Sure Step activities is found by selecting the Sure Step Methodology tab (at the
top of the screen), and the Reference tab below it.
If you’re uncertain of the project type to use, review the “Guidance on Project Type Selection” in the Additional
Resources section.
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Sure Step
Sure Step Methodology View
Sure Step includes a Reference view and a Documents view of the methodology. This is designed to help you
navigate the process by using the view most useful for you at any given step.
Reference View
The Reference view (Sure Step Methodology > Reference View) provides you with a view of the methodology guide.
The following key features are included (left to right, top to bottom):
 Solution, Product, and Project Type filters.
 Forward & Back Buttons. These provide a browser-like experience across hyperlinked content.
 Breadcrumb navigation. This provides improved navigation within the tool.
 Collapsible Window Sections. These enable users to maximize a content viewing area.
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Sure Step
Methodology View—Controls
Forward and
Backward Solution, Full Text
arrows Product and Search
Collapsible Project Filters
Sections
Print and
Reading
Window Icons
Feedback and
Contact Us
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Sure Step
Methodology View—Methodology Sections
Tools &
Templates
Section
Activity Details
Links to Owner &

Participant Roles
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Sure Step
Tools and
Templates
Section
Activity
Details
Links to Owner
and Participant
Roles
Documents View
The Documents view (Sure Step Methodology > Documents View) provides users with a documents-centric view of
the Sure Step methodology across phases. You can open documents in read-only mode from this view. To learn how
to display editable copies of these documents, see the Sure Step Projects section.
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Sure Step
Sure Step Methodology—Documents
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Sure Step
Key features in this window include the following:
 Deliverables filter. Use this to switch between “Customer Facing Deliverables” and “All Documents.”
Customer-facing deliverables are those that are most likely to be presented to a client in various stages of the
project. As such, you may wish to concentrate on this subset of documents, and to consider other documents
as optional unless needed to support the development of the customer-facing deliverables.
 Locate Content in Sure Step. By right-clicking a document and choosing Locate Content in Sure Step, users
switch to the Sure Step methodology activity related to the document. Try it!
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Sure Step
 Single-phase documents view. By clicking a single phase within the Documents View, you are taken to a
more detailed view of the documents for that phase. The view includes sortable columns for Title,
Description, Owner, and participant roles.
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Sure Step
User Controls:
View Sure Step content in full-page mode:
Click the Reading Window icon (circled in red in the following illustration) to see a full-page view of Sure Step
content
View Document Details for a single phase:

In the Methodology Documents View or Projects Documents View, click a phase to see document details in sortable
columns.
View the owner for each deliverable:

Both the Sure Step methodology and projects provide a documents view that includes owners in a sortable column:
1. Click the Sure Step Methodology tab.

2. Click the Documents sub-tab.
3. Click a Phase button (such as Analysis).
4. Sort by clicking on the Owner column.
Note: You can also view deliverable owners in a similar manner from “Projects.”
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Sure Step
Sorting on Deliverable Owner within the Documents view
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Sure Step
Projects Tab
Projects are groups of partner-editable Sure Step Documents. Microsoft Dynamics Sure Step provides two modes of Sure
Step projects—local projects and SharePoint-based projects. The details of each and their creation will be explained
below.
Key things to know about projects include:
 Each project created must be set for a specific Sure Step Project Type and a specific Microsoft Dynamics
Product and Solution. New projects contain editable copies of all Sure Step documents applicable to these
criteria.
 Projects are editable. You can customize them to leverage your own best practices or to make them
customer- or solution-specific. You can do this by using the following methods:
o Adding new documents (and removing unneeded ones)
o Editing Sure Step documents
o Automatically adding your logo to deliverables
 Projects can be copied, or “cloned.”
 There is no limit to the number of projects you can create. The system is designed so that a new project
should be initiated for each customer engagement. Note, however, that storage space can be a factor; a
single project can be more than 120 MB.
 Within the tool, you can access project documents through a Documents View—similar to that used in the
Methodology Documents View—that includes both single- and multi-phase views. For SharePoint-based
projects, the tool provides a link to the Sure Step Project site, and the familiar SharePoint user interface can
be used for project document access.
 Projects are portable. The Zip & Save feature enables you to compress files into a single-file format that can
be imported into another Sure Step instance.
 After you've created a project, you can also use Windows Explorer to access and manipulate your project
documents. This includes creating subfolders. As long as the subfolders are within your project's Documents
folder, the contained documents will remain visible in the Projects view.
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Sure Step
Sample:
Note that in SharePoint-based projects, the Windows file system user interface can be accessed by choosing the
Windows Explorer view from the SharePoint document library list of views.
Project List
The Project List (shown below) provides a sortable list view of Sure Step projects in a given repository. Repositories
are project directories that you set up on the Preferences tab. You can have any number of repositories.
From the project list you can:
 Sort by name, Project Type, etc.
 Create new projects.
 Delete projects.
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Sure Step
 Zip and Save projects and import projects.
 Check for Updates.
To access the list of created Sure Step projects, click the Projects tab and then choose the Project List tab.
Sure Step Project Creation

As previously mentioned, there are two options for creating Sure Step Projects, local and SharePoint. Both are initiated
using the Sure Step Project Creation Wizard. To create a new Sure Step project, please perform the following steps:
1. In the Microsoft Dynamics Sure Step main window, click the Projects tab.
2. Click Project List, and then click Create New Project.
This will start the Sure Step Project Creation Wizard.
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Sure Step
3. On the Sure Step Project Creation Wizard welcome page, click Next.
4. On the “Add new project data” window, choose a Solution, Product, and Engagement Type. Type your project
name and optionally fill in the rest of the fields. Click Next to continue.
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Sure Step
5. If you chose an “Implementation” engagement, you will make your Project Type selection. If you chose a
Diagnostics or Optimization offering – this next step will offer choices on the various elements available for
those types of engagements. These choices mirror the methodology map found in the Sure Step Methodology.
Make your selection and click Next to continue.
6. Select Local project or SharePoint-based project, and click Next.

Choosing “Local project” will create a project in the document repository indicated on the Preferences tab. (This
may be your local machine; it could also be a shared network drive.) copy the required documents to the project
repository on the local machine. Choosing “SharePoint-based project” will create a project on a SharePoint
Project site and store the project documents in one of the site’s document libraries.
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Sure Step
7. If you chose to create a Local project in Step 6, in the resulting “Ready to create project” window, click Next to
create the project on the local machine.
The window will show the progress toward creating the project.
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Sure Step
The last window of the wizard confirms that the creation has been successful, or informs you if an error has occurred.
Clicking Finish closes the wizard and opens the Project Properties tab in the main Microsoft Dynamics Sure Step window.
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Sure Step
Creating a SharePoint-Based Project

If you chose to create a SharePoint-based project in Step 6, in the “Site Collection and Authentication Setup” window
will appear. Enter the SharePoint Site Collection URL where you want the project to be created, and click Verify.
The system will verify whether the SharePoint site URL is valid and whether you have sufficient permissions for creating
a project on that site. Additionally, verification that the necessary SharePoint Sure Step project site template is present
at the server will occur.
URL Verification:
You will be notified if the site URL value is not properly formatted, or if the URL is invalid, or if you do not have the
necessary level of permissions to create a SharePoint site. (The verification is based on the user currently logged on to
the computer. The necessary level of permissions is Full Control.) If you do not have the necessary level of permissions,
you will be prompted to provide different credential information.
Creating Sure Step Projects on SharePoint 2010 allows additional functionality to create the project site under another
site. This allows for the opportunity to manage a group of projects under a parent site rather than all of the project sites
being a child of the top-level site. For example, the top-level site may be http://DynamicsSureStep/ and the following
examples showed the granular control of managing projects using Sure Step 2010 and SharePoint 2010:
 http://DynamicsSureStep/DynamicsGPProject
 http://DynamicsSureStep/DynamicsAXProject
 http://DynamicsSureStep/DynamicsAXProject/DiagnosticPhaseProject
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Sure Step
 http://DynamicsSureStep/MyDynamicsGPProjects/Contoso/DiagnosticPhaseProject
 http://DynamicsSureStep/MyDynamicsGPProjects/Contoso/ImplementationProject
 http://DynamicsSureStep/MyDynamicsGPProjects/Contoso/OptimizationOfferingProject
SharePoint Template Verification:

If the site template is not present and if the server is running Windows SharePoint Services 3.0 or SharePoint Office
Server 2007, the site template will be uploaded to the appropriate location. If the site template is not present and if the
server is running SharePoint Foundation 2010 or SharePoint Server 2010, the user will be required to set up the site
template manually.
SharePoint Template Setup for SharePoint 2010

In order to create Sure Step projects on SharePoint Foundation 2010 or SharePoint Server 2010 it is necessary to
perform the following steps on the SharePoint 2010 web server.
1. Copy the Sure Step Project Site Template.wsp to the SharePoint 2010 web server
a. Copy the Sure Step Project Site Template.wsp file from C:\Program Files (x86)\Microsoft
Dynamics\Microsoft Dynamics Sure Step\SharePoint Templates\ to the SharePoint 2010 web server
Note: The suggested location on the SharePoint 2010 web server to copy the Sure Step
Project Site Template.wsp file is C:\Program Files\Common Files\Microsoft Shared\Web
Server Extensions\14\BIN\
2. Add the Sure Step Project Site Template.wsp to the SharePoint 2010 Farm
a. On the SharePoint 2010 web server start a Command Prompt with Administrator permissions by
performing the following steps
i. Start > Search for ‘Command Prompt’
ii. Right Click on the Command Prompt program and select ‘Run as Administrator’
iii. In the Command window navigate to the location of the SharePoint stsadm.exe
1. Type: cd C:\Program Files\Common Files\Microsoft Shared\Web Server
Extensions\14\BIN
2. Hit Enter
3. Type: stsadm.exe -o addsolution –filename Sure Step Project Site Template.wsp
3. Deploy the Sure Step Project Site Template.wsp to the SharePoint 2010 Farm
a. Open the SharePoint 2010 Central Administration
b. Click System Settings
c. Click Manage farm solutions to open the Solution Management list
d. Click the sure step project site template.wsp
e. Click Deploy Solution
i. Confirm to start deploying.
f. Once the solution is deployed you will be returned to the Solution Management list. The status
of the sure step project site template.wsp should be Deployed. If the status is not deployed it
may be because in a large SharePoint 2010 Farm it may take a few minutes to deploy the
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Sure Step
solution to each server in the farm. Refresh the page occasionally to see whether the process is
finished.
4. Activate the Sure Step Project Site Template feature on each SharePoint Site Collection that will contain
Sure Step Projects
a. For each SharePoint site collection that will have Sure Step Projects created on it perform the
following steps
i. Navigate to the top site of the SharePoint site collection (Example: http://localhost <OR>
http://localhost/sites/SureStepProjects)
ii. Click Site Actions > Site Settings
iii. Under the Site Collection Administration heading, click the Site Collection Features link
1. If you don’t see the Site Collection Administration group or Site Collection
Features link, you’re not a site collection administrator or you are not positioned
at the top site of the site collection. See instructions above for navigating to the
top site of the site collection.
iv. Click Activate for the Sure Step Project Site Template feature
5. Verify the Sure Step Project Site by perform a quick test to verify that the Sure Step Project Site template
is available
a. Navigate to the top site of the SharePoint site collection
b. Click Site Actions > New Site
c. Verify the Sure Step Project Site is available
Finalizing Project Site Creation
When the system successfully verifies your information, click Next.
Once there are no errors, clicking the button Next takes the user to the Next page of the Project Creation wizard.
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Sure Step
1. On the Project Site URL page, enter the name of the Sure Step Project site that you want to create and click
Next. The wizard offers the site name automatically, based on the project name provided in the second step of
the wizard. You can accept this name or type something else.
2. On the “Ready to create new project” window, click Next to initiate the project creation process.
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Sure Step
The window will show the progress toward creating the project. You will see information regarding both the site and the
content being added.
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Sure Step
The last window of the wizard confirms that the creation has been successful, or informs you if an error has occurred.
If the project has been successfully created, the window will display the URL of the new project. Clicking the URL opens
your new SharePoint project site. Clicking Finish closes the wizard and returns you to Microsoft Dynamics Sure Step.
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Sure Step
Sure Step Project Management

Sure Step Project usage and management varies slightly between the projects created using Local project mode and the
ones created using SharePoint-based mode.
Management of the Local Sure Step Projects
1. To open Sure Step Project properties, go to the Projects List tab and click the local project link from the available
list of projects.
2. On the Project Properties tab, please note that not all the properties can be changed.
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Sure Step
3. Clicking the Project Documents tab opens the page where Sure Step Project documents can be managed.
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Edit Sure Step Project Properties
1. Click the Project List tab.

2. Select any project.
You are back in the Properties page tor this project. Entries can be made in non-required fields.
Both the Customer Notes and Project Notes can contain rich text, including URLs. Use these fields creatively to support
your project administration.
The entry made in the Project owner email field will show up in the Responsible field in the Project List.
3. In the Project Properties tab, make any necessary changes.
You can set the active/inactive flag at this window. Customer Notes and Project Notes can store several pages of rich
text, enhancing project documentation.
Add, Remove, and Reposition Project Documents

Projects are extremely flexible. In addition to editing the Sure Step documents themselves, you can also customize
projects by adding, removing, and changing the position of documents.
1. Go to the Document view for a sample project.
2. Click the Analysis phase button.
Note: The View Setting field should be set to All Documents rather than Customer Facing Deliverables.
1. Using the check box in the left column, select any document.
2. Reposition this document by clicking Move Up.
The Move Down button also can be used. Note that you can reposition documents only when no other column
sorting is active (that is, only if you have not clicked a column header).
Known Issue: Occasionally, you need to click multiple times to move documents.
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Sure Step
1. Add a document by pressing Add Document.
New documents show up at the bottom of the list. You can reposition them as you like.
2. Remove a document by selecting its check box and clicking Remove Document.
You can select multiple documents and remove them all at once.
Create (Clone) a Sure Step Project Based on an Existing Project
Make a copy of an existing project by pressing Clone Project in the Project Properties tab. This will create a completely
new copy of the project.
To create copies on SharePoint, you have to create a “Local” project first. Then, mark this local project as a template and
choose “Clone Project”. This will open the Project Creation Wizard and take you through the steps of creating this
project on SharePoint using the template you have chosen to clone.
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Sure Step
Package Your Project by Using Zip and Save
Zip and Save packages your entire project into a single, portable file by following these steps:
1. From the Projects List, select a project.
2. Click Zip and Save.
3. Name your file and save it to your desktop.
Sure Step Archives can contain many documents and can be large (60-160 MB).
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Project Documents View

The Project Documents view is similar to the Methodology > Documents view, with one essential difference:
Documents in the Project Documents view are editable.
Key features include:
 Edit document. Double-click a document to open and edit it in Microsoft Office.
 Locate Content in Sure Step. Right-click a document and choose Locate Content in Sure Step to view the
Sure Step methodology related to the document.
 Add File to Phase Design. This enables users to add other documents to their project.
 Delete this document. This enables users to remove unneeded documents.
Administration of SharePoint-based Sure Step Projects

Now that the management of the Local Sure Step Projects has been explained, let’s focus on SharePoint-based Sure Step
Projects. The first thing that needs to be done is the setup of Microsoft Dynamics Sure Step Project site. The setup is
divided into the following sections:
 User permissions
 Top link bar
 Project Members list
User permissions
When a SharePoint-based Microsoft Dynamics Sure Step Project site is first created, the only user allowed to open the
site is the one who created it. That user must then set up site permissions for all the other SharePoint users or groups
who will use the system. This is done by the standard Microsoft SharePoint procedure for adding new users and groups.
If the Microsoft Dynamics Sure Step Project site creator chooses not to add any other SharePoint users or groups, he or
she will be the only one allowed to use the project site and to access its contents.
Top link bar

When a Microsoft Dynamics Sure Step Project site is first created, its Top link bar is empty. It does not inherit the Top
link bar from the parent site, and the parent site does not have a link to the newly created site in its Top link bar or its
Quick launch bar. It is up to the users of SharePoint to add (or not to add) these links. The process of adding links to the
parent Top link bar and Quick launch bar—as well as adding the parent site’s Top link bar to the new Sure Step Project
site—is performed by standard SharePoint methods.
Project Members list

When the Microsoft Dynamics Sure Step Project site is created, the lowest Web part in the right column shows the
Project Members list. Initially, this list is empty. Adding SharePoint users and groups at the site permissions page will not
populate this list. The site permissions page is part of the SharePoint security system, whereas the Project Members list
is a visual presentation of the project members with their specific project roles.
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Sure Step
To add project members to the Project Members list, click the Project Members link, which is the title of the Project
Members Web part. This will open Project Members list. This list can also be accessed by clicking the Project Members
link in the Quick launch bar in the Project Management section. The management of the Project Members list is the
same as for any other Microsoft SharePoint list.
Document Completion Workflow

If the Microsoft Dynamics Sure Step Project sites are deployed to the SharePoint Foundation 2010 or SharePoint Server
2010, users are able to utilize the Document Completion workflow. The purpose of this workflow is to simplify the
management of the Sure Step project documents completion process. It automates the process by creating a task for
the document’s responsible person to complete the work on the document and once the task is completed, it sends a
notification email to the owner of the document.
Workflow setup
1. Once the Sure Step Project site has been successfully created, go to the Sure Step Documents document
library.
2. In the ribbon menu, choose Library tab and then Manage Workflow button, located on the far right.
Choose the option Add Workflow.
3. In the list of workflows, select the Document Completion workflow.
4. Type the name of the workflow in the text box below and set the rest of the settings based on your
preferences.
5. Click OK to save and create a new workflow.
Using the workflow

1. Once the workflow has been set up, you may proceed with the workflow utilization.
2. Before you begin, make sure that you have set up the Project Members list. This is important because
document owner property must match the project member's roles.
3. Open the Sure Step Documents document library.
4. Choose the document for which you wish to utilize the workflow and open its properties for editing.
5. In the Owner field, choose the appropriate role. Note that the user that matches the role in the Project
Members list will become the owner of the document.
6. In the Responsible Person field, type the user name of the person that is responisble for the tasks
related to the document.
7. Save the changes made to return to the Sure Step Documents document library.
8. For the same document, open the drop-down menu and choose Workflows option.
9. In the workflow settings page, click the name of the workflow you have created earlier in the workflow
setup procedure.
10. The worklow has been initiated for that document, i.e. a new task is created in the Tasks list for the
document's responsible person. If the outgoing email settings are properly set in SharePoint, the
responsible user will get a notification email that a task has been created for her or him.
11. Once the responsible person finishes her or his work on the document, she or he should update the
task's status to Completed.
12. Once the task has been marked as completed, the owner of the document, set in the step 5, will get an
email that reports of the document activity.
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Content of the SharePoint-based Sure Step Project Sites

In the following sections describe all the components of the Microsoft Dynamics Sure Step Project site. The content is
divided into the following topics:
 Sure Step Documents document library

 Shared Documents document library
 Announcements list
 Calendar list
 Tasks list
 Project Information list
 Project Members list
 Resources Links list
Sure Step Documents document library

Sure Step Documents document library is the central repository of the Microsoft Dynamics Sure Step Project site. It is
used to store all the Microsoft Dynamics Project documents.
This document library is equipped with a number of views:
 By document project phase. You can filter documents by the phase to which they pertain: Diagnostic, Analysis,
Design, Development, Deployment, and Operation.
 By cross phase. You can filter documents by the cross phases to which they pertain: Program Management,
Training, Business Process Analysis, Requirements and Configuration, Custom Code Development, Quality and
Testing, Technical Infrastructure, Integration and Interfaces, and Data Migration.
 By completion status. You can sort all Sure Step project documents by Status.
 By author. You can sort all Sure Step project documents by the author of the document.
The Sure Step Documents document library contains six links at the top of the window, each representing one of the
Sure Step project document phases. Clicking on the phase image takes the user to the particular phase.
The content of this document library can be accessed from the site’s home page, where all the Microsoft Dynamics Sure
Step project documents are shown, grouped by phases. Clicking the phase name takes the user to that particular phase,
displaying relevant project documents. Finally, on the Microsoft Dynamics Sure Step Project site Quick launch bar, a link
to the Sure Step Documents document library is located in the Documents section.
Shared Documents document library

The Shared Documents document library should be used to store any type of documents that are valuable to the project
but are not part of the Microsoft Dynamics Sure Step project document set. For example, meeting notes, status reports,
or any other supplemental documents should be placed here.
Announcements list
The Announcements list should hold information about announcements related to the Microsoft Dynamics Sure Step
Project that are relevant to the project team.
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Calendar list
The Calendar list should hold the information about the project events, meetings, milestones, and other important
project dates.
Tasks list
The Task list should hold the information about project members’ tasks. It can be a powerful tool for the project
management team since it provides a unified location for tracking project task progress.
Project Information list

The Project Information list is mainly used to view project properties, which were originally entered through the project
creation wizard. List items can be edited, but changes made in the Project site will not be reflected in the Sure Step
project documents.
Project Members list

The Project Members list is used to view information about the project members and their roles in the project. The
content of this list is not related to the Site permissions page, as explained in the previous section.
Resources Links list

The Resources Links list should hold links to external locations that are valuable to the project team members. Users can
add additional resources to this list. The following locations are provided by default: the Microsoft Dynamics User Guide,
the Frequently Asked Questions site, the Sure Step Training and Additional Resources site, and the Partner Community
site.
Change Project Repositories

Repositories are local or shared directories of Sure Step projects.
1. Click the Preferences tab.
2. In the Project Repository section, note the current directory setting for your projects.
3. Click the button and create a new directory on your Desktop called Test Sure Step repository.
It is easy to switch back and forth between repositories by changing this setting.
4. Click Save.
5. Click the Projects tab.
If this is a new folder, there will be no projects shown in this repository.
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Import an Archived Project into a Repository

1. On the Projects tab, click Import Project.
2. Navigate to your Desktop and choose an archived file (look in the folder noted in Step 2.)
The project is now located in the repository.
Common Tasks
Using the Logo Wizard to Put Your Company’s Logo and Project Information in Sure Step Deliverables
Note: Logo changes must be started from the Sure Step client for both Local and SharePoint-based projects.
Sure Step makes it easy to add project information and a partner or customer logo to all project deliverables. The
placeholder designated for logos is 193x162 pixels. The logo wizard will resize your custom logo to this size. For the
following exercise, copy your company logo or any graphic you choose into a graphic or photo editing program (such as
Microsoft Paint) and save it as a 193x162 pixel image in GIF, JPG, BMP, or PNG format.
This wizard can also place your Project Name and Customer Name, as entered on the Project Properties tab, into all
Microsoft Word deliverables within this project. In Microsoft Office Word, you can refresh the field placeholders by
pressing Ctrl+A+F9.
1. Open a project that you want to update.
2. On the Project Properties tab, click Change Logo.
3. Browse to and select your logo.
4. Click Update Project Documents.
5. Click Save.
Test the logo change by opening a document and looking at its logo.
6. Click the Project Documents tab, Click the Deployment phase, and open the Word document Go Live
Checklist.
Notice that the logo has changed to the one you selected.
You can refresh fields in Microsoft Word for Customer and Project Name by selecting the fields and pressing the F9
key.
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Logo Wizard on the Project Properties tab
How to Share Project Deliverables with Clients

Project deliverables are simply Microsoft Office Documents. You share these with clients the same way you would other
office documents (by e-mail, and so on). For example:
1. Open a project documents page.

2. Open a deliverable document.
3. Use the document’s Send command to include it in an e-mail message.
How to Work From a Shared Project Repository for Your Team

Sure Step Project Repositories are similar to network shares. For your team to work off a shared project
repository:
1. Create a folder on a network share accessible to team members.
2. In Sure Step, click the Preferences tab.
3. Click , find and select the folder that you just created, and click Save.
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Sure Step will only save projects to this shared project repository if you chose to create a local project in the project
creation wizard. (Choosing the SharePoint based project option in the wizard is another way to create a project in a
shared environment.)
Note: It is easy to toggle between repositories by changing the location on the Preferences tab.
Setting the Project Repository to a Shared Drive
How to incorporate your V1 customizations into the new version of Sure Step projects
Sure Step Version 1 enabled users to modify the Sure Step methodology, including document templates. To
incorporate V1 customizations into the current Sure Step release: This will only be used for local projects when
you create.
1. In Sure Step V1, save modified documents into a single directory.
2. If you made significant changes to the methodology itself, copy and paste the changes into one or more
Word documents and save then documents in the same directory as your V1 documents.
These custom activity notes will only be visible from within your project documents view. They will not appear in
the Sure Step Methodology view.
3. In the current version of Sure Step, create a new Project based on the V1 Microsoft Dynamics product
and project type.
4. On the Project tab, click the Project Documents tab and add your documents to their respective project
phases.
5. Use the Move Up and Move Down commands to position the documents as needed.
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Project Phase View showing V1 custom Activities and Deliverables
Using SharePoint to Share Documents and Collaborate on Projects (without the Sure Step Project Site
Template)
The following steps may help you configure Sure Step to use Microsoft Office SharePoint Server as a document
repository.
By default, Sure Step projects are stored locally on your PC in the user’s documents folder.
On Windows 7 and Windows Vista:

C:\Users\<USERNAME>\Documents\Microsoft Dynamics\Sure Step Projects
On Windows XP:
C:\Documents and Settings\<USERNAME>\Documents\Microsoft Dynamics\Sure Step Projects
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Note: You might need to make multiple changes to these steps to make the solution fit your network and software
configuration.
1. If you do not already have an existing SharePoint Server site to use, create one. Sample: “Sure Step WS”. For this
sample, the “Document Workspace” template was selected:
2. On each client PC with Sure Step installed, map the site to a network drive.
In Windows 7 and Windows Vista, click Start, click Computer, right-click Computer, and select Map Network
Drive.
Alternatively, in Windows XP, open Windows Explorer and right-click My Network Places.
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Sure Step
3. In the Folder field of the Map Network Drive dialog box, enter the URL for the site collection that you specified
when you created the project by using the project creation wizard.
4. In Sure Step, select the Preferences tab, change the Project Repository path, and click Save.
When you open the Projects tab, you will see a list of all projects, both local and SharePoint-based. To open a project,
click its name in the list. You can create a new project, or you can copy an existing project into the new project
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repository folder. You can work on the documents either from the Sure Step application or directly from within
SharePoint, as pictured in the following illustration.
Note: Working on a network drive or an Office SharePoint Server site affects the overall performance of the Sure Step
application, depending on the connection speed. Part of the creation of the new project is the copying of appropriate
templates to the new repository, which may take a few minutes.
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Resources Tab
The Sure Step Resources tab makes it easy to stay connected with the latest Sure Step developments and resources. It
includes links to the following resources:
 Sure Step User Guide

 Training
 Updates
 Additional Resources
These resources are constantly being improved and refined. Revisit them on a regular basis to view changes and
maximize benefits from them.
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Preferences Tab
From the Preferences tab, you can complete the following tasks:
 Change the project repository. This can be a local drive or a team share. The projects in a repository are those
you can view and edit from the Projects tab.
 Check for and install Language and Sure Step tool updates.
 Set the default language. If you have multiple languages installed, you can view only one at a time from the Sure
Step Methodology tab.
Note: Language settings do not affect existing projects, which already contain a set of documents. The default
language setting affects which documents will be used to create new projects. For example, if your default
language is Spanish, documents for new projects will be based on the Spanish Sure Step version.
 Set the default Company Logo. This will be the default logo available for applying to projects (see the How to Put
Your Company’s Logo in Sure Step Deliverables section in this document). Most graphic formats will work (such
as PNG or JPEG). The recommended logo size is 193x162 pixels, matching the logo placeholder within the Sure
Step documents, but the logo wizard will resize your logo to fit.
 Set the Sure Step start page.
 Restore Preferences defaults.
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Updating Sure Step

We are constantly working to improve Sure Step. There are three types of updates that will be available to you
online:
 Methodology updates. Improvements to the existing Sure Step methodology content, including Tools &
Templates.
 Methodology Translations. Sure Step already is available in multiple languages. Additional language packs
will be made available for download as they are ready.
 The Sure Step Client. New features and other improvements.
To update Sure Step:
 From the Preferences tab, click Check for Updates and also select Automatically Check for Updates on
Startup.
Available languages will appear in the list. An Update link to the site where updates can be downloaded will appear as
appropriate.
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If a Client update available, a Get Client Update button will appear below the listed languages. Click this to go to the site
where you can install the client.
Switching between languages

You can manage multiple language versions of Sure Step at the same time (see the previous section, “Updating Sure
Step”). For some languages, Sure Step content is available in multiple language packs. For these, the description for each
language pack identifies the release date for the content and indicates whether the content is fully translated or
whether only selected template files have been translated.
To switch between installed languages:
1. On the Preferences tab, find the language you want to switch to
If the language you wish to select is not installed, you will need to click the Update button.
2. Select the Default radio button.
3. Click Save. The selected language will now become the default language.
When you switch languages, the methodology and associated documents will switch to the new language. New projects
you create will also be based on the new language. Existing projects, however, will remain unchanged and will remain in
whatever language they were created in. Existing projects also will be linked (via the “Locate Content In” feature) to
content in the language in which they were created. You may add documents in any language to these projects,
however.
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Search Tab
Search Sure Step Core Content and Project Files

You can access the Sure Step search feature in three ways:
 Enter a search term in the box in the upper right part of the window and click the magnifying glass
button.
 If you have previously used the search feature within Sure Step, you can click the search box arrow to see
your most recent eight searches. After selecting one, click the magnifying glass to execute the search.
 Click the Search tab.
Note: you must have Windows Desktop Search installed on your computer to use the search feature.
On the Search tab, no results are shown until you use the search box. Results will then be displayed in the Search panel.
Search results will be based on the full-text search of the Sure Step content and any documents in the project that you
have currently selected.
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On the Search tab, you can navigate to a Sure Step Activity page, open a document, sort the search results by any visible
column, and expand or collapse groups of search results. The controls for this are shown in the following image.
Sort Expand /
Navigate / Collapse
Open
To open a document, double-click its name. To sort the search results, click the column header boxes. To expand and
collapse information, use the double arrows in the group header bar.
If you left-click any document in the search results, the document's metadata will be displayed at the bottom of the
screen as shown in the following illustration. Because this metadata is used by the Advanced Filtering feature, it can be
very helpful to see it.
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Sure Step
To refine your search, you can use the Advanced Filtering function. To access it, click the double arrow on the Advanced
Filter bar. When the Advanced Filter section is open, you can collapse this part of the screen by using the same control.
The Advanced Filter function looks like the following screenshot. This filtering is dynamic: Search results that have
already been returned will be immediately filtered based on the selections you make. You can expand the view of the
metadata sets on the left side of the screen to select the specific value(s) you want. If no boxes are checked in the
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Sure Step
options for a given field, no filtering will be done based on that field. When you a check box, only the documents with
the setting checked will be shown.
You may select multiple items by which to filter your search. Only those documents that match all the filter criteria
you've set will be displayed.
These filter settings apply only to your current search results, and not to any other view in Sure Step. The Reset button
clears the search term, any filter settings, and the search results. The Clear All Filter button clears filter settings, and any
search results will remove filtering from the view.
To include a project in the search, go to the Project List and select a project by clicking its name. Your project name
should appear in the location circled in the following screenshot. Then, when you proceed to execute your search using
the features described above, the selected project will be included in the results.
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Troubleshooting and Support
PartnerSource should be your primary resource for training, resources, and troubleshooting. Documents that can be
found there include:
 Sure Step FAQs, which can assist in troubleshooting and provide other information about Sure Step.
 Sure Step Release Notes, which identify enhancements to the latest version of Sure Step.
 Training material.
For additional assistance, or if you have feedback or suggestions to improve the Sure Step Methodology and Sure Step
Tools, please visit the online Sure Step Forums. Questions posed by other users are posted there, in addition to updates
and tips from the Sure Step team.
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Sure Step
Making SharePoint Site Public

If the user wishes to expose its SharePoint Sure Step Project site on a public web, here is the quick reference page on
how to achieve this. Public SharePoint sites are a good option for knowledge intensive content and/or places where
you need to have a shared web workspace.
If you want your SharePoint site to be a public web site, SharePoint administrator should enable anonymous access
for the site. However, keep in mind that an external connector licenses might be needed. Also, there are many
network infrastructure considerations. For example, how will the clients login? Should the users be able to use the
same login for external access as they do for internal access? Is DMZ implemented in the network infrastructure?
Will the front-end web server be moved into the DMZ? Will there be a new Front-end Web Server created? Is the site
database set up on a different machine, and if yes, how will the database connections be handled? Those are just a
few of some very important questions for the network administrators that should be taken into consideration when
planning to make one site public. For more information, please visit the following links:
 For Microsoft Office SharePoint Server 2007:
Planning and architecture for Office SharePoint Server 2007
http://technet.microsoft.com/en-us/library/cc261834(office.12).aspx
 For Windows SharePoint Services 3.0:
Planning and architecture for Windows SharePoint Services 3.0 technology http://technet.microsoft.com/en-
us/library/cc288426(office.12).aspx
 For Microsoft SharePoint Server 2010:
Plan for server farms and environments (SharePoint Server 2010)
http://technet.microsoft.com/en-us/library/cc789337.aspx
 For SharePoint Foundation 2010:
Server farm and environment planning (SharePoint Foundation 2010)
http://technet.microsoft.com/en-us/library/ee782552.aspx
Before enabling anonymous access for a SharePoint site, Central Administration site administrator must have
enabled anonymous access for the Web application. If it hasn't be done, the anonymous access option will not
appear in the SharePoint site settings.
In Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007, to enable anonymous access
option for the web application:
1. Open Central Administration site as an administrator.
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Sure Step
2. Go to Application Management.
3. Under Application Security, click Authentication provider’s link.
4. Check the web application selection in the upper-right corner and if needed, choose the correct one.
5. Click Default zone to edit its settings.
6. Under Anonymous Access, check Enable anonymous access checkbox.
7. Click Save button in the bottom to save changes.
In Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007, to enable anonymous access for
the SharePoint site:
1. As a site collection administrator, open the site collection root site on which you want to enable
anonymous access.
2. Click Site Actions and choose Site Settings.
3. On the Site Settings page, under Users and Permissions click Advanced permissions.
4. On the Permissions page click Settings and then Anonymous Access.
5. On the Change Anonymous Access Settings page, select the parts of your Web site that you want
anonymous users to access.
Remember: Under each parent Web site, you can create up to 10 sub-sites each with unique permissions, settings
and security rights.
In SharePoint Foundation 2010 and Microsoft SharePoint Server 2010, to enable anonymous access option for the
web application:
1. Open Central Administration site as an administrator.
2. In Central Administration, go to the Application Management.
3. Under Web Applications, click Manage web applications.
4. Select the web application for which you wish to enable anonymous access option.
5. In the ribbon, click Authentication Providers button.
6. In the Authentication Provides menu, click Default zone.
7. Under Anonymous Access, check the Enable anonymous access checkbox.
8. Click Save button in the bottom to save changes.
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Sure Step
9. In the Web Application Management page, click the Anonymous Policy button in the ribbon. Please
check if the same web application is selected.
10. In the Anonymous Access Restrictions menu, in the Select the Zone select (All zones)
11. In the Permissions, choose None – No policy option in the Anonymous User Policy.
12. Click Save button to save changes.
In SharePoint Foundation 2010 and Microsoft SharePoint Server 2010, to enable anonymous access for the
SharePoint site:
1. As a site collection administrator, open the site collection root site on which you want to enable
anonymous access.
2. Click Site Actions and choose Site Settings.
3. Under Users and Permissions click Site permissions link.
4. In the ribbon, click Anonymous Access button.
5. On the Anonymous Access menu, select the parts of your Web site that you want anonymous users
to access.
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Sure Step 2010 User Guide

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Microsoft Dynamics® Sure Step 2010

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, AS TO THE INFORMATION IN THIS

© 2010 Microsoft Corporation. All rights reserved.

WHAT IS SURE STEP? ............................................................................................................................................................... 7

THE SURE STEP METHODOLOGY................................................................................................................................................. 8

SURE STEP 2010 HIGHLIGHTS ................................................................................................................................................... 9

SUPPORT AND FEEDBACK ........................................................................................................................................................ 10

ISV RELATED SURE STEP TOOLS ............................................................................................................................................... 11

SYSTEM REQUIREMENTS AND INSTALLATION ........................................................................................................... 12

INSTALLATION OPTIONS .......................................................................................................................................................... 13

Installation Instructions ................................................................................................................................................ 13

INSTALLATION WITH VERSION 1 OF SURE STEP STILL INSTALLED..................................................................................................... 13

GETTING STARTED TUTORIAL ................................................................................................................................... 14

SET PRODUCT TYPE AND PRODUCT FILTERS ................................................................................................................................ 14

EXPLORE THE SURE STEP METHODOLOGY REFERENCE.................................................................................................................. 15

EXPLORE THE METHODOLOGY DOCUMENTS VIEW ...................................................................................................................... 18

SURE STEP METHODOLOGY TAB ............................................................................................................................... 22

© 2009 Microsoft Corporation. All rights reserved.

PROJECT TYPES ..................................................................................................................................................................... 23

SURE STEP METHODOLOGY VIEW............................................................................................................................................. 24

DOCUMENTS VIEW ................................................................................................................................................................ 27

USER CONTROLS: .................................................................................................................................................................. 31

View Sure Step content in full-page mode: ................................................................................................................... 31

View Document Details for a single phase: ................................................................................................................... 31

View the owner for each deliverable: ........................................................................................................................... 31

SURE STEP PROJECT CREATION ................................................................................................................................................ 35

CREATING A SHAREPOINT-BASED PROJECT ................................................................................................................................ 40

SharePoint Template Verification: ................................................................................................................................ 41

SharePoint Template Setup for SharePoint 2010 .......................................................................................................... 41

SURE STEP PROJECT MANAGEMENT ......................................................................................................................................... 46

Management of the Local Sure Step Projects ............................................................................................................... 46

Edit Sure Step Project Properties ................................................................................................................................... 48

Add, Remove, and Reposition Project Documents ........................................................................................................ 48

Create (Clone) a Sure Step Project Based on an Existing Project .................................................................................. 49

Package Your Project by Using Zip and Save ................................................................................................................ 50

PROJECT DOCUMENTS VIEW ................................................................................................................................................... 51

ADMINISTRATION OF SHAREPOINT-BASED SURE STEP PROJECTS.................................................................................................... 51

User permissions ........................................................................................................................................................... 51

Top link bar.................................................................................................................................................................... 51

© 2009 Microsoft Corporation. All rights reserved.

Project Members list ..................................................................................................................................................... 51

Document Completion Workflow .................................................................................................................................. 52

Workflow setup ............................................................................................................................................................. 52

Using the workflow ....................................................................................................................................................... 52

CONTENT OF THE SHAREPOINT-BASED SURE STEP PROJECT SITES .................................................................................................. 53

Sure Step Documents document library ........................................................................................................................ 53

Shared Documents document library ............................................................................................................................ 53

Announcements list ....................................................................................................................................................... 53

Calendar list .................................................................................................................................................................. 54

Tasks list ........................................................................................................................................................................ 54

Project Information list ................................................................................................................................................. 54

Project Members list ..................................................................................................................................................... 54

Resources Links list ........................................................................................................................................................ 54

CHANGE PROJECT REPOSITORIES .............................................................................................................................................. 54

IMPORT AN ARCHIVED PROJECT INTO A REPOSITORY ................................................................................................................... 55

COMMON TASKS ................................................................................................................................................................... 55

How to Share Project Deliverables with Clients ............................................................................................................ 56

On Windows 7 and Windows Vista: .............................................................................................................................. 58

On Windows XP: ............................................................................................................................................................ 58

© 2009 Microsoft Corporation. All rights reserved.

SWITCHING BETWEEN LANGUAGES ........................................................................................................................................... 65

TROUBLESHOOTING AND SUPPORT .......................................................................................................................... 70