Slide1: 10-minute BREAK Next… Breakout Sessions Help Desk session – Dining Room Deployment session – Room 44-C


Windows Vista Deployment: Windows Vista Deployment Daryl Sirota System Source Consulting and Integration Services Tools, Technologies and Best Practices


Agenda: Agenda Overview Customer challenges, deployment blockers A few thoughts on easier deployment Windows Vista deployment Goals of Vista deployment Design enhancements in Vista Tools and technologies Deployment processes and best practices


Deployment Blockers: Sample fill color Deployment Blockers How? Complexity of Deployment Solution Deploy OS, SP andamp; Patch Distribute User State Migration App Install Acquisition Cost Deploy


Deployment Blockers: Sample fill color Sample fill color Deployment Blockers Operational Focus Too much budget andamp; time spent on daily operations No time to deploy Legacy equipment App Compat High help desk calls How? Complexity of Deployment Solution Ownership Cost Increasing TCO Deploy Operate / Support Compliance andamp; Monitoring HW/SW Inventory Data Management Security Help, Diag., Resolve Disaster Recovery OS, SP andamp; Patch Distribute User State Migration App Install Acquisition Cost Deploy


Deployment Blockers: Sample fill color Sample fill color Sample fill color Deployment Blockers Operational Focus Too much budget andamp; time spent on daily operations No time to deploy Legacy equipment App Compat High help desk calls How? Complexity of Deployment Solution Issues: Why deploy? Business Value Planning Too many Images Weak Inventory Ownership Cost Increasing TCO Plan/Engineer Deploy Operate / Support Compliance andamp; Monitoring HW/SW Inventory Data Management Security Help, Diag., Resolve Disaster Recovery Inventory, Prioritize, Plan Testing andamp; App Compat Author andamp; Package OS, SP andamp; Patch Distribute User State Migration App Install Image Design andamp; Mgmt Acquisition Cost Plan and Engineer Acquisition Cost Deploy


Manageability Lowers Operating Costs: Manageability Lowers Operating Costs * Based on direct costs of Gartner TCO Operate / Support Compliance andamp; Monitoring HW/SW Inventory Data Management Security Help, Diag., Resolve Disaster Recovery


Manageability Lowers Operating Costs: Manageability Lowers Operating Costs Moving to a 'Standard Environment' Save ~$200 / Desktop * Active Directory (AD) for Authentication SUS/SMS for Patch Mgmt IT Process * Based on direct costs of Gartner TCO Operate / Support Compliance andamp; Monitoring HW/SW Inventory Data Management Security Help, Diag., Resolve Disaster Recovery


Manageability Lowers Operating Costs: Manageability Lowers Operating Costs Moving to a 'Standard Environment' Save ~$200 / Desktop * Active Directory (AD) for Authentication SUS/SMS for Patch Mgmt IT Process Moving to 'Rationalized Environment' Save ~$350 / Desktop * AD with GP for desktop management SMS/OSD for Desktop/App deployment and Patch Mgmt Backup/Restore Solution Image Mgmt App Portfolio Mgmt/Testing IT Process * Based on direct costs of Gartner TCO Operate / Support Compliance andamp; Monitoring HW/SW Inventory Data Management Security Help, Diag., Resolve Disaster Recovery


Infrastructure Enables Deployment: Zero Touch Deploy ~ $100 per Desktop (AD GP, BDD, SMS/OSD, USMT, MOM) Manual Deploy $500 - $1000 per Desktop Light Touch Deploy ~ $250 per Desktop Deploy Operate / Support Infrastructure Enables Deployment Compliance andamp; Monitoring HW/SW Inventory Data Management Security Help, Diag., Resolve Disaster Recovery OS, SP andamp; Patch Distribute User State Migration App Install


Planning/Engineering the Desktop: Zero Touch Deploy ~ $100 per Desktop (AD GP, BDD, SMS/OSD, USMT, MOM) Manual Deploy $500 - $1000 per Desktop Light Touch Deploy ~ $250 per Desktop Deploy Operate / Support Planning/Engineering the Desktop Inventory HW/SW Manage App Portfolio and MSI Packages App Compat Toolkit for compatibility Automate Testing using VPC andamp; Test Tools Image Management Plan/Engineer Compliance andamp; Monitoring HW/SW Inventory Data Management Security Help, Diag., Resolve Disaster Recovery OS, SP andamp; Patch Distribute User State Migration App Install Inventory, Prioritize, Plan Testing andamp; App Compat Author andamp; Package Image Design andamp; Mgmt


Vista Goals for Deployment: Vista Goals for Deployment Better application compatibility Faster and more reliable deployment Reduce the number of images significantly Better servicing of images Integrated suite of tools Comprehensive best practices


How Do We Address These?: How Do We Address These? Innovation and significant engineering investments in three key areas


Operating System : Operating System


Deployment design innovations: Windows Imaging Deployment design innovations Modularization


Deployment design innovations: Windows Imaging Deployment design innovations Modularization File based format - WIM Hardware independent Multiple images in one WIM file Bootable Non-destructive upgrades Single instanced and compressed – small size


Deployment design innovations: Windows Imaging Deployment design innovations Modularization File based format - WIM Hardware independent Multiple images in one WIM file Bootable Non-destructive upgrades Single instanced and compressed – small size OS built out of inter-dependent modules Add/remove drivers, patches, languages Image customization to certain degree Easier testing Languages separate from operating system


Deployment design innovations: Windows Imaging Deployment design innovations Single worldwide binary Offline image servicing Modularization File based format - WIM Hardware independent Multiple images in one WIM file Bootable Non-destructive upgrades Single instanced and compressed – small size OS built out of inter-dependent modules Add/remove drivers, patches, languages Image customization to certain degree Easier testing Languages separate from operating system Reduce the number of images!


Deployment design innovations (cont’d): Deployment design innovations (cont’d) Consolidated, single XML-based unattend file Better, less error prone unattend Significant automation potential


Deployment design innovations (cont’d): Deployment design innovations (cont’d) Consolidated, single XML-based unattend file High performance, image-based setup Better, less error prone unattend Significant automation potential Faster and highly reliable installations


Deployment design innovations (cont’d): Deployment design innovations (cont’d) Consolidated, single XML-based unattend file High performance, image-based setup File and registry redirection Better, less error prone unattend Significant automation potential Faster and highly reliable installations Enable protected user accounts and retain legacy application compatibility


Deployment Tools: Deployment Tools


Desktop Deployment Phases: Implementation Deploy Engineering Planning Desktop Deployment Phases


Phase – Planning : Phase – Planning Planning scenario Inventory software and applications Analyze applications for compatibility Compatibility fixes – mitigation Decide on migration list – 'whitelist' of applications, data, settings Create migration scripts Test, test, test and then some more Planning


Phase – Planning : Phase – Planning Planning scenario Inventory software and applications Analyze applications for compatibility Compatibility fixes – mitigation Decide on migration list – 'whitelist' of applications, data, settings Create migration scripts Test, test, test and then some more Application Compatibility Toolkit Enhanced! Planning


Phase – Planning : Phase – Planning Planning scenario Inventory software and applications Analyze applications for compatibility Compatibility fixes – mitigation Decide on migration list – 'whitelist' of applications, data, settings Create migration scripts Test, test, test and then some more Application Compatibility Toolkit User State Migration Tool (USMT) Enhanced! Enhanced! Planning


Phase – Engineering the desktop: Phase – Engineering the desktop Engineering scenario Install Vista tools on workstation Insert Vista media into drive Collect OS modules from the media Add drivers, patches, language packs Remove or edit certain modules Create and edit unattend file Save image to network share for next steps Engineering


Phase – Engineering the desktop: Phase – Engineering the desktop Engineering scenario Install Vista tools on workstation Insert Vista media into drive Collect OS modules from the media Add drivers, patches, language packs Remove or edit certain modules Create and edit unattend file Save image to network share for next steps Windows Setup Manager New! Engineering


Phase – Engineering the desktop (cont): Phase – Engineering the desktop (cont) Engineering scenario Install created image on reference PC Install core applications (like Microsoft Office), patches (non-OS), drivers (non-inf) Capture the desktop volume into a WIM file and compress it Add additional files or images Copy the image to a distribution media or a network share for deployment Engineering


Phase – Engineering the desktop (cont): Phase – Engineering the desktop (cont) Engineering scenario Install created image on reference PC Install core applications (like Microsoft Office), patches (non-OS), drivers (non-inf) Capture the desktop volume into a WIM file and compress it Add additional files or images Copy the image to a distribution media or a network share for deployment Ximage New! Engineering


Desktop Engineering Tools: Windows Imaging Desktop Engineering Tools Modularization Ximage Setup Manager Engineering


Desktop Engineering Tools: Windows Imaging Desktop Engineering Tools Modularization Ximage Setup Manager Utility to create and manage WIM images Mount and edit WIM files offline Capture desktop volume into a WIM file OS version agnostic Command line only Image capture invoked within WinPE Engineering


Desktop Engineering Tools: Windows Imaging Desktop Engineering Tools Modularization Ximage Setup Manager Utility to create and manage WIM images Mount and edit WIM files offline Capture desktop volume into a WIM file OS version agnostic Command line only Image capture invoked within WinPE Add, modify, Vista modules – languages, service packs Create and edit unattend files in XML Work with modules within WIM file GUI based tool and fully scriptable via command line Engineering


Desktop Engineering Tools: Windows Imaging Desktop Engineering Tools Modularization Ximage Setup Manager Utility to create and manage WIM images Mount and edit WIM files offline Capture desktop volume into a WIM file OS version agnostic Command line only Image capture invoked within WinPE Add, modify, Vista modules – languages, service packs Create and edit unattend files in XML Work with modules within WIM file GUI based tool and fully scriptable via command line Engineering Single worldwide binary Offline image servicing Reduce the number of images!


Phase – Implementing deployment: Phase – Implementing deployment Deployment scenario Network (PXE) boot Download the image from the network share Install the WIM image via media or remotely based on instructions in unattend.xml Boot into Vista!! Implementation


Phase – Implementing deployment: Phase – Implementing deployment Deployment scenario Network (PXE) boot Download the image from the network share Install the WIM image via media or remotely based on instructions in unattend.xml Boot into Vista!! New! Windows Deployment Service (WDS) Implementation


Phase – Implementing deployment: Phase – Implementing deployment Deployment scenario Network (PXE) boot Download the image from the network share Install the WIM image via media or remotely based on instructions in unattend.xml Boot into Vista!! Image based Setup (IBS) New! New! Windows Deployment Service (WDS) Implementation


Enabling the entire deployment cycle: Windows PE Planning Application inventory Application analysis/testing Application compatibility mitigation Migration testing Migration scripts Enabling the entire deployment cycle Engineering Build desktop image from modules Customize image Add drivers, languages, applications Capture image Prepare for rollout Tools ACT, USMT Tools Image Based Setup, Ximage, Setup Manager, Sysprep Tools Image Based Setup, USMT, WDS Implementation Deploy Install image onto desktops Migration/upgrade Remote deployments


Best Practices for Deployment: Best Practices for Deployment Business Desktop Deployment (BDD) Best practices to enable desktop deployment Scripts, tools and documentation Consistent and repeatable methodology For enterprises and small businesses Available today for Windows and Office! www.microsoft.com/desktopdeployment BDD for Vista enhancements Application compatibility enhancements End to end monitoring during/post deployment Mapping onto new Vista deployment tools Security and hardening


BDD 2007: BDD 2007


Summary: Summary Significant deployment innovations and investments in Vista Imaging, modularization, performance.. Comprehensive suite of tools that address the complete deployment lifecycle Best practices and deployment guidance These will enable Vista to Reduce the number of images Better service images – offline etc Increase speed and reliability of installation Retain application compatibility


Slide42: © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.


Six Steps to a successful Migration / Refresh: Six Steps to a successful Migration / Refresh Don Stroback System Source Engagement Manager


Standardized Systems Management: Standardized Systems Management


Why is Methodology Important?Automation is the key!: Why is Methodology Important? Automation is the key! (Non integrated point solutions)


Where are you spending your $$$?: Desktop Engineering Design, build, and test standard desktop Desktop Deployment Operating 5% 30% 65% 30% 20% 50% Where are you spending your $$$? Limited investment in desktop engineering = painful experience! Typical Optimal


Slide47: Title Migration Methodology


So what about the Tools? : So what about the Tools? Inventory Altiris Inventory Solution Microsoft SMS Tivoli Landesk Capture User Data Altiris PC Transplant USMT Desktop DNA Deploy Image Altiris Deployment Solution RIS Ghost WIM ? Deploy Software Altiris Software Delivery Solution Microsoft SMS Marimba Others Restore User Data PC Transplant USMT Reporting Capabilities Altiris Inventory Solution Microsoft SMS Crystal Reports


Slide49: Inventory Solution PC Transplant Rapid Deploy Software Delivery Migration Reporting PC Transplant Integration is the Key SVS or SMS WIM or other tool


Best Practices for OS Migration: Best Practices for OS Migration


Pre-Migration Assessment: Pre-Migration Assessment Steps 1 andamp; 6: Data Capture and Reporting


Hardware Readiness Assessment: Hardware Readiness Assessment Review HW compliance (RAM,disk space, etc.) Can non-compliant components be cost-effectively upgraded (add RAM, add a hard drive, etc.)? How many PCs will be replaced? Where are they located? Required network infrastructure changes (routers, upgraded bandwidth, etc.)?


Software Readiness Assessment: Software Readiness Assessment What OS is currently installed? What software packages are the end users running? What kind of data resides on the user’s systems? Which data is critical to the business?


Company Readiness Assessment: Company Readiness Assessment What training is required before the project starts? What’s the best schedule for the refresh? What training will be required after the hardware refresh is complete? What potential future IT projects could impose system requirements that should be considered as part of the current project?


Personality Migration Best Practices: Personality Migration Best Practices Steps 2 andamp; 5: Personality Capture and Restore


PC Transplant Performance Expectations: PC Transplant Performance Expectations 8 to 12 minutes per GB of data Average user has 3 to 4 GB of unique data Insure sufficient storage space for PCT Don’t use the UNDO option Remember, you can’t multicast a PCT capture or restore


Applications: Applications How many applications should we support? Application certification Application packaging Conflict analysis Which applications should be included in the image?


HW Independent Imaging Best practices: HW Independent Imaging Best practices Step 3: Imaging


Tools: Tools Reference computer Sysprep from Windows 2003 Server CD Windows XP with volume license key Drivers and HALs (hardware abstraction layer) Imaging technology


Best Practices for HW Independent Images: Best Practices for HW Independent Images Always start with a clean machine Always use a Scripted OS Install to build source machine What applications should be included in the image? What about the Altiris Agents?


A Unique Image for Every User! : A Unique Image for Every User! SysPrep and Token Replacement


Hardware Independent Imaging OEM Drivers: Hardware Independent Imaging OEM Drivers Gather the PNP drivers you need from each HW type Place each set of drivers in a folder named after model number Use FIRM to inject into image as needed


Sample Script to Copy HW Model : Sample Script to Copy HW Model REM transfer the appropriate model’s driver files if '%#!computer@model_num%'=='0890' goto :nc6000 if '%#!computer@model_num%'=='053C' goto :m300 REM no model found, drop out of script goto Exit :nc6000 firm -recurse copy .\drivers\nc6000\drivers prod:\drivers goto Exit :m300 firm –recurse copy .\drivers\m300\drivers prod:\drivers goto Exit


Which Software Push to Use: Which Software Push to Use Step 5: Software Delivery


Pushing through NS or DS: Pushing through NS or DS Notification Server SWD Pros: Collection based Bandwidth throttling Multicasting Cons: Waiting for policy updates Not directly integrated with PCT Deployment Solution SWD Pros: Instant gratification Ties into PCT Cons: Not collection based No bandwidth throttling


Pulling it all together: Target Machine Windows Client Agent Windows-Present Logs all activity Imaging Server Inventory is used to create a collection.' Computers are targeted for refresh. Client receives job for OS refresh, saves user personality or state. 1 2 3 Bootable Windows PE image Client Machine Boot files are modified, reboots to Windows PE on hard disk, then cleans disk. 4 5 6 Compressed OS image is downloaded and installed. Delivers role based applications and post-OS configuration. User state is restored. Application Delivery OS Image Delivery Image is personalized and boots to full OS with Windows agent. And Windows Agent starts up. Pulling it all together Zero Touch Migration


New Technology: New Technology


WIM Imaging Format (Windows Vista): WIM Imaging Format (Windows Vista) New from Microsoft Only works with Windows Vista (Longhorn) New faster compressed file are copied to existing partition Existing data can be left behind (alternative to PCT) SysPrep is part of the WIM image Supports PNP Requires WinPE bootstrap file Can create images of whole drives or just folders Uses single instancing of files


New TFTP Service from Altiris: New TFTP Service from Altiris Old TFTP service only supported 60MB file New service supports 60GB files Allows for PXE boot of WinPE OS


Software Virtualization Solution: Software Virtualization Solution Repackage to .VSA Lab PC


Software Virtualization Solution: Software Virtualization Solution Repackage to .VSA Lab PC


Software Virtualization Solution: Software Virtualization Solution Repackage to .VSA Lab PC


Software Virtualization Solution: Software Virtualization Solution Repackage to .VSA Lab PC


Software Virtualization Solution: Software Virtualization Solution Repackage to .VSA Lab PC


Software Virtualization Solution: Software Virtualization Solution Repackage to .VSA Lab PC


Software Virtualization Solution: Software Virtualization Solution Repackage to .VSA Lab PC


Questions : Questions ?


Slide78: System Source Offers Microsoft Vista Readiness First Look Training for Office 2007, Exchange Server 2007 and Vista