Scenarios by maclaren1


									Role     Scenarios
         Initial installation tasks
IT Pro   Discover Pinpoint product

         Download and install

         Set up the client for the first time

         Troubleshooters run

         Troubleshooters run after install

         Check status
         You log in each morning to check the status of servers/issues

         IT Pro wants to check the 'freshness' of his data
ITPro wants to follow up on low % of Sharepoint servers reporting

ITPro follows up on connection error

ITPro notices a new alert for a server

ITPro notices new activity on an SR that he has

ITPro notices that someone has contributed to his research of a
particular issue.

You receive an email / text alert that problems have been found
        Manager asks for the list of alerts for a particular server

ITPro   ITPro uses quick filters to narrow down the display in list view

        ITPro wants to narrow his view to a particular group of servers

        ITPro wants to add a new Exchange server to an existing group.
          ITPro wants to delete an existing group.

          ITPro wants to define a new group

          ITPro uses advanced filtering and sets up quick nav

          ITPro initiates a scan of a group of servers

Manager   Manager > get idea of general overall status of systems (alerts,
          SRs); allocate who does what
Manager   Manager > monitor progress of issue resolution / SRs
          Troubleshoot a new problem
          Notice problem in real world and come to pinpoint to investigate:
          Is there a related alert? > Solutions
          No related alert? > Research > Find solutions via Seam

          File SR

          Troubleshoot existing problems
Manager   Manager > monitor progress of issue resolution / SRs
          Customer has an ogoing SR and goes to FCO pro to monitor
          Customer collaborates with someone else to solve a problem in
          FCO pro; sends manifest, screenshots, views, copy a filter and
          paste into email?
          File SR

          Run reports
          Reports > Routine > view existing report; share it; export to Excel;
          export to pdf; default report for each server group and all groups
          (both desktop and server) > default with just summary and one
          with details for all issues; Resolved issue report?

          Custom Reports > Design and Save a report template for future
          use (public? Private?)
          Generate a report based on a template
          Report management > Save reports, delete reports, edit
          templates, delete templates

          Manage application
          Manage display of issues (Mark as ignore, mark as resolved)

          Settings for adding/deleting groups
          Settings for Admin, Read, write for public

          Settings for deleted/ignored

          Use shortcuts and other features

Quick nav

Tech News
Add group

Manager > get idea of general overall status of systems (alerts,
SRs); allocate who does what

Other features

IT pro learns about Pinpoint via an online ad he saw while researching a
problem with his servers. He's intrigued because the ad mentioned that
Pinpoint will serve as his hub for troubleshooting problems with his servers,
alerting him to problems before they escalate in severity. He goes to the
website and is sold on the product.

He downloads the client and follows the installation steps.

He configures the client to his specifications

The troubleshooters run and the IT Pro is taken to the dashboard.

At the dashboard, the IT Pro sees the Overview screen, which shows…

User has installed clients on a variety of servers in his org and he wants to
check to see if any of his servers have alerts (it's his new good habit). Since he
doesn't manage the SQL servers, he unchecks the SQL Server Quick Filter. The
list view and the Chart view change to reflect this change. To make this setting
permanent, he clicks Settings and sets this as his default view. OR he can go to
Quick Nav and save this view. For today, he decides he wants to see SQL
Servers, so he rechecks the SQL Server Quick Filter box; SQL info is added back
to the List View and the Alert Chart view.

User comes to the dashboard and looks at the #of Servers Reporting pie chart
and sees that 78% of his registered servers reported on his last upload. He also
notes the time that this aggregrator was sent to the cloud. He also notes the
number of servers that are not reporting on the bar chart. From the color
coding, he sees that windows and SQL servers have a high % reporting (green),
Exchange is moderate (yellow) and Sharepoint is low (red).
He's worried about the Sharepoint servers, so he mouses over the Sharepoint
bar, which is then is highlighted and displays a tooltip "Click here for hardware
details about these servers". He clicks and is taken to the Hardware wonderbar
(Sharepoint Servers is also selected in Software and groups). The Server Type
Quick Filter only has the Sharepoint servers checked. The #of Installations chart
has the Win, Xchange, SQL bars and text are grayed out and Sharepoint
displays 5 installations. ITPro looks at his five SharePoint servers, sees that one
has a green checkmark icon (it's okay), three have icons showing that reporting
has been disabled and flags, and one has a red x icon indicating that there was
a connection error. ITPro mouses over the flags and see that there is a note
from John about why he disabled the reporting for those server. The list view
is sorted by last upload date.

ITPro right-clicks the server with the connection error and selects View server
details. This takes him to the details tab. He selects View History link in the
upper right corner of the pane. The lsit of dates and their status is displayed.
He notices that the connection error has only occurred for this last scheduled
upload. He sets a flag on the server and creates a note to investigate the issue.

ItPro mouses over the alert in the list view and the whole line is highlighted
and 'show' and chevron is displayed. He clicks anywhere within the highlighted
area and preview is displayed inline. He notices that part of the problem was
fixed and part of the problem was not fixed. He considers flagging the issue for
followup but decides not to. He mousesover the the hide chevron and clicks to
close the preview.

ITPro mouses over the SR and clicks to expand. He sees that the ball is in his
court so he clicks "view details about this trouble ticket". This takes him to the
SR VID page. He follows up on the request for action from Microsoft. He takes
care of the request, then clicks the Overview tab to get back to the dashboard.
He clicks on the SR heading line to close this item and it loses its newness.

ITPro mouses over the Research item and clicks to open it. He sees that it was
last modified by his colleague Fred earlier that morning and he sees that the
last action by Fred was that he viewed a KB. ITPro emails Fred to ask about
what he learned.
ITPro wants to just look at his alerts. He goes to the Overview page and
unchecks Research and Trouble Tickets Quick Filters. The list view refreshes
and displays only alerts.
ITPro filters the list view to just alerts. He goes to the Windows Server List in
the Software and Groups window and expands to see the list of Windows
Servers. The first 5 servers are displayed. The server he wants is not in the first
five, so he clicks more to see all the servers. He finds the server his manager
requested and he clicks it. The scope of the Overview tab is now limited to that
particular server. He can see the types of servers that are on that piece of
hardware and see the chart of alerts and sees the new and old alerts for that
server. He adds this view to Quick Nav > type Report > names it > marks it
public or private > Saves it. He right clicks it and selects 'Send to manager' (or
download to desktop).

ITPro wants to see just the Alerts (a problem type vs. a Server type). He
unchecks the Trouble Ticket and the Research checkboxes. Only Alerts are
displayed in list view as a result.
ITPro clicks the user defined group he's interested in. the number of Alerts
chart and the list view are filtered accordingly.
ITPro clicks "+/- group" link at bottom of tree view. System displays a form
* List of groups, collapsed with 'edit' and 'delete' links next to each one
* 'Create new group' link
* Cancel/Close button

IT Pro finds the server group he wants to edit in the list and clicks the 'edit' link
next to it. This brings up the Edit group interface:
* List of all Software groups on the left, collapsed by category
* List of servers in the selected group on the right, expanded
* Description field (optional)
* Modified by or Created by: name of person who modified or created the
* Edit log link
* Date the group was created
* Public | Private radio buttons

He drags the new Exchange server to the group list . He notices that this group
has been recently modified, so he opens the Edit Log link. This expands the
section and he sees that a co-worker had added Exchange Server 12 and
Exchange Server 13 and deleted SQL 15 two weeks earlier.

*Cancel | Delete group | Save as | Save buttons

The ITPro expands the Exchange category on the left. He notices that the
Exchange servers that are already in the group are grayed out in this list. He
selects the server he wants to add and drags this server over to the Group box.
The server now appears in the group list and is grayed out in the Software list.
The ITPro goes through the same steps as above. However, he clicks the Delete
button next to the group he wants to delete. A confirmation pop up displays,
telling him that along with his group, any public and private Quick Navs that he
has created will also be deleted. He says yes and the group disappears from the
display. A Notice is generated to all users noting that this group and Quick Navs
have been deleted.

ITPro clicks "+/- group" link at bottom of tree view. System displays a form
* List of groups, collapsed with 'edit' and 'delete' links next to each one
* 'Create new group' link
* Cancel/Close button

System displays a form with the Add/Edit UI.
* Software groups list on the left
* Text box on top of list on right, Name the group in gray (Req, # characters)
* Empty list on the right
 ITPro clicks Create new group link, and the window with the add a group form
pops up. In the tree pane, the user expands the software categories that
contain the servers /desktops he wants to include in the group. He selects the
servers(s)/desktop(s) and drags them to the new group pane. He types in a
name in the Group name textbox and clicks Save. The group appears in the
tree view pane of ProFix.

ITPRo clicks 'manage group' link. The Settings wonderbar is activated and
Group settings ui is displayed.
Every time a call is made to the sever, Notices are updated
Display an animation that swirls a new and then disappears. New item is added
to the list.
Notices are:
  Bulletins pushed by msft
  In repsonse to a user action
  NOT an email system

IT Pro clicks the notice and a pop up box shows up with content and ability to
close or delete. On mouseover, highlight title and display a 'delete' link.

Same as notices: mouseover highlights the whole line and also displays a
delete link separated by a line
To add a Quick Nav:
Click Add control
* Determine type of quick nav - view or report?
* If report > Determine details
* If view > Give it a name, copy url to send
What's needed / Features                      Workflows

Online ad, value prop web site                Entry points:
                                                Online ad (, technet, bing, google, product pages,
                                                Referral from colleague
                                                Embedded in product
                                       products/IT Management

Install screens                               Install > online
                                              Install > offline
Set up screens                                Set up workflow:
                                                Scan frequency
                                                Scan time
                                                Troubleshooters to run
Initial screen before any troubleshooters
have run??

Display highly critical items front and
center; easily identifiable

Highly interactive graphs; ability to drill
down from each part of the graph; ability
to set the date timeframe for each graph
Add View history link under Last Upload
and Previous Upload in upper right corner
of Server Details pane in the Server Config

In the expanded version, show only the        Need to show an alternative that shows the manual fix option
critical information (what was run and the after scan has been done
result). The other details can be left to the
detailed view. Also show exactly what
information was sent to msft.

Need icon of SR with green dot in corner
indicating it's your turn to do something

Want the ability to collaborate and assign Need to add Last action to the Researching an issue (Slide 4, 7,
issues to team members                     10, 12) And change Slide 10 to Last modified by Troy (date) and
                                           Next action is now in Microsoft's court.
Would like an overall search or a small
search bar in left nav to quickly find a

They want the ability to create groups
and subgroups, fully customizable
Screens to show the pop up confirmation

Add a "Add to Quick Nav" to the
expanded filter scenario (screesn 40 - 45)

Add 'Manage group" or Manage Server to Can initiate scan, schedule a scan or send info to the cloud from
screens                                the Manage link. Clicking link opens up Settings wonderbar and
                                       shows the settings relevant to the particular group/server that
                                       is currently in focus; System gives user a warning that changing
                                       settings in group will affect the settings in their server settings
                                       and vice versa.
Have default snapshot for every
scheduled data collection for each ; have
setting that allows you to autogenerate

Ability to disable reporting for some

                                            Public > admin who has control over all, even private; is only
                                            one who can delete a public group
                                            Write > can create groups for public, but not delete them; can
                                            create and delete a private group
                                            Read > View only public, can make private groups

Can set 'no more confirmation' notice for
deleted and ignored items
                                            Can read, write and delete
                                         Screen 33 - on mouseover:
                                         * show highlight of whole line
                                         * display delete link
                                         * display a separator line between title and delete
                                         * mouseover title > it underlines but delete stays normal
                                         * mouseover delete > it underlines but title stays normal
                                         * If more, add a scroll bar to the Notices section

                                         Notice box:
                                         * Notice title
                                         * Close button (x)
                                         * Content (may contain a link)
                                         * Close | Delete

                                         Add Quick Nav (close button)
                                         Title (text box)
                                         Save as:
                                           o View
                                              Copy Quick Nav Link
                                           o Report
                                               * Issue summary
                                               * Issue list
                                               * Issue details
                                               * Format:
                                                   Export to pdf
                                                   Save as pdf
                                                      (checkbox) Save copy online
                                                      Save to local hard drive (browse)

Ability to adjust/determine columns in
expanded views;
Very contextual right click menus
Ability to view an item in a new window

Ability to assign priority to an issue
Integration with outlook for the ability to
set a reminder
Integrated links that open up the affected
server's management tools
In research, abililty to add their own
errors to the error buckets
By issue     Flag an issue
             Add a note
             Add a reminder
             Assign to a team member
             Set priority
             Hide an issue
             Delete an issue
             Set as resolved
             Add to Quick Nav
             Update the data
Create new   Create new trouble ticket
             Add a new issue
View         Open in a new window
             Open reminders window
             Select columns to display
             Sort by column
             Reverse sort by column
             Show only hidden issues
             Show only resolved issues
Filter       Quick filter by type of issue
             Quick filter by software
             Advanced filter
Anonymous workflow
Value prop page with also serve as anonymous user dashboard
On leaving, we will offer upsell
 * You can save your work
 * Don't have to fill out the same info on return
Have a persistent widget that allows the user to:
 * Save their work if they have an account
 * Create an account if they don't have one
Same Got a problem? Workflow
 * Push that if you create an account, we can remember a lot of the info, saving you time
 * Add the value prop along the way

Value prop page: content
Who is this for?
 * ITPros dealing with corporate desktops
 * ITPros dealing with servers
Why use it? The value prop:
 * Save time
 * Save money
 * Avoid problems before they become disasters
 * Solve problems
 * It's FREE
Why use it? Eliminate the fear and address the concerns:
 * Security
 * Control
 * Privacy
 * Time/resources
 * Hassle
Combine value prop and address the concerns
 * This is the template for our customer verbatims
 * Let the customer speak for us

Value prop page: visuals
Page should be clean and simple, and not heavy
Should convey the bottom line with one powerful message
Use minimal text that is essentially unnecessary
Some ideas:
 * Atlas balancing world in his hand
 * Guy, balancing servers effortlessly
 * Calm, confident, in control
Value prop page: taglines
Who knows your servers like you do? Microsoft
Fix it before it breaks
We're in this together
We're on your side
We're committed to your success
We're in the server business together
Keeping your servers up and healthy
We're your silent partner

Value prop page: Entry points
Technet support tab
Server products PSCs
Ads (Bing, Google)
SMC - IT Pro
From > Servers > IT Management
Product help

For demo
Start on > Windows Servers > Solutions > Ad (link is in ad)

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