Andrew Fryer Carsten Giese Symantic Session Code: ITS214

Why Will You Migrate to Windows 7?

Performance Application support (Virtual XP) Hardware support Connectivity Features (DirectAccess – BranchCache) End-user Productivity (Interface - Search) Everyone will move (99% Windows on Corporate PCs) Higher support costs for older versions Security (Applocker- BitLocker) Lack of support for older version

Migration Challenges/Pain Points

End-User Concerns

• • • Where are my favorites?

• • Where is my printer?

I can’t see my network drives… How come I can’t…?

What about by MP3s?

CIO / CFO Concerns

• • • Do we have to migrate now or can we wait?

• How much hardware will we have to replace?

How much overtime will we need to pay?

How do we keep our end users productive?

IT Concerns

• Do I really have to touch every computer? • How do we handle the computers in a branch office? • How many weekends will this cost me?

7 to 7: Steps to Migration

5 6 7 1 2 3 4

General Migration Considerations Communication

• Identify key decision makers • Plan how to inform all participants Setting Expectations Opportunities Staying Focused • Clearly define objectives • Set achievable goals • Standardize the environment • Harvest and consolidate software licenses • Avoid out-of-scope projects • Limit costs with a controlled project

7 Steps to Windows 7

1 2 3 4 5 6 7 Assess Environment Build Image Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report

• • • •

ASSESS YOUR ENVIRONMENT AND PLAN YOUR DEPLOYMENT

Discover devices and capture inventory Determine hardware readiness Prioritize applications to test and migrate Evaluate costs, SLAs, and identify risks

Hardware Readiness Assessment

Review HW compliance (RAM, disk space, etc.) Can non-compliant components be cost-effectively upgraded (add RAM, 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

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?

7 Steps to Windows 7

1 2 3 4 5 6 7 Assess Environment Build Image Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report

• • • •

BUILD STANDARD WINDOWS 7 IMAGES

• images • computers in base image Include only base applications, such as Endpoint Protection client

7 Steps to Windows 7

1 Assess Environment 2 Build Image 3 4 5 6 7 Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report

• • •

Prepare and Verify Applications to ensure post migration success

Identify support status for Windows 7 Test application combinations Identify any compatibility challenges, repackaging or virtualization needs, and custom install requirements

7 Steps to Windows 7

1 2 3 4 5 6 7 Assess Environment Build Image Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report

• • • •

CAPTURE USER SETTINGS AND PERSONALITY

Identify global settings to migrate Determine applications settings to migrate, including custom applications Include data to be moved or require end users to transfer Communicating to end users for things that won’t get migrated… mp3s, etc.

7 Steps to Windows 7

1 2 3 4 5 6 7 Assess Environment Build Image Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report

In-place Data Migration In-Place File Preservation Images Around End-user Data

1

Create personality file data and settings

2

Save to “safe” file folder

3

Image with file preservation

4

Restore personality to new OS

7 Steps to Windows 7

1 2 3 4 5 6 7 Assess Environment Build Image Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report ASSEMBLE & AUTOMATE THE MIGRATION PROCESS

• • • • Create single process flow that includes the following steps: Capture personality settings (Step 4) Deploy the image (Step 2) Install prepared applications (Step 3) Restore personality settings

Risk-Free Migrations

1

Take Backup

2

Capture “Light” personality

3

Deploy image/ software

4

Restore personality

5

Restore data to end-user • Snapshot PC with integrated backup technology • Gather only settings and desktop data with Deployment Solution • Single Hardware independent image • Deploy specific software for worker function • Restore familiar settings • Restore application settings • Restore from backup • User-console to restore data • Recover with a VM if necessary

7 Steps to Windows 7

1 2 3 4 5 6 7 Assess Environment Build Image Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report

• • •

MIGRATE SYSTEMS

Test with a simple pilot to ensure success Provide timing and proper communication Migrate based on the best approach for your organization.

Different Approaches to Migration

Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 Win 7 XP XP XP XP XP XP XP XP XP XP XP Win 7 XP Vista XP XP XP Win 7 Vista Win 7

Mass Migration • • • Move everyone to common standard Highly manageable, but… Expensive Batch Migration • • • Maintain small set of standard configurations Combination of HW refresh and re-imaging Good cost/manageability compromise for many Gradual Migration • • • Migrate on hardware refresh schedule Lower cost up front, but… Can create a management nightmare

7 Steps to Windows 7

1 2 3 4 5 6 7 Assess Environment Build Image Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report

• • • •

MEASURE AND REPORT ON MIGRATION SUCCESS

Identify the total number of migrated systems Report problems encounter during migration Provide overall migration status License verification

3 Products for Migration

Symantec Ghost Solution Suite Altiris Deployment Solution Altiris Client Management Suite • Industry-leading imaging and deployment • Great for small business • End-to-end OS and settings migration • Centralized basic management • Secure systems retirement • Includes Ghost Imaging • Supports mid to large business • Remote site support • Secure console for multiple IT workers • Complete end-to-end migration support • Scripted OS install • Supports PXE and multicast • All the functions of Ghost & DS • Pre and post migration reporting • Software and Hardware Inventory • Application usage • Policy-based software delivery • Application management • Software virtualization • Patch management • Remote control Windows 7 Availability: DS Aug 2009; GSS and CMS early 2010

More Considerations for a Migration

Windows 7 Migration

Manage and Patch Systems Effectively Standardize System Configurations Begin Endpoint Virtualization Initiatives Increase Security with Complete Protection Prevent Data Loss and Improve Awareness Protect Data with Backup and Recovery

Endpoint Virtualization Simplifies OS Migration

OS and hardware migrations are simplified by virtualizing and streaming applications and profiles Maintain a simplified OS image for rapid deployment and simpler management User-oriented deployment is based on user and role, independent of physical or virtual system Resolve application compatibility problems Insure license compliance and optimal use

Each user’s complete desktop is dynamically configured upon first login – applications, profiles, data

Reduce image complexity… Virtualize workspace components

Improve manageability and lower costs for ALL desktops – physical and virtual Portable Workspace Data Profile Applications Desktop

Separate Components

Reduce maintenance costs Reduce support costs Reduce storage requirements Simplify disaster recovery Improve accessibility Increase flexibility EASE OS MIGRATION!

Dynamic Workspace Configuration

 Role-based rules engine delivers the right resources instantly, on-demand, regardless of location or device.

Workspace Components are Independent of OS or Infrastructure

Automated Workspace Configuration User Device Location Rich Client PC Professionals High graphic applications Consistent Dynamic Workspace Rich Client PC Mobile workers Frequently disconnected Presented Apps and/or Desktops Task workers Shared compute Desktop Laptop Profiles Desktop Applications Profiles Applications Desktop Desktop Profiles Applications Applications Desktop Virtual desktops High security Dedicated computing Hypervisor Profiles Profile Applications Desktop Virtual PCs Power users Thin client access SAN / Storage Common store Secure data Backed up PC Blade Profiles Applications Desktop Storage Data Data (Profiles) Desktop Laptop Terminal Server Hypervisor PC Blade Storage Hardware and Infrastructure (heterogeneous)

Endpoint Virtualization Products for Migration

Workspace Streaming

Virtual Distribution

Workspace Virtualization

Virtual Execution

Workspace Profiles

Virtual Profiles On-demand application delivery and license management system Layering technology to contain applications and eliminate conflicts and OS degradation Personal workspace customization that follows the user across multiple devices

Symantec

is

Windows 7 Migrations

Symantec Has the Products and the Expertise Easy to Use

• Supports migrations from 2000/XP/Vista to Windows 7 • • Proven imaging technology Supports in-place migrations

Touch Free

• Completely automate the migration process • Little or no scripting • Scales to any size

Automated

• “Altiris Deployment Solution

migrates a PC in minutes

versus up to six hours with manual process. [Migrations] can be performed remotely [and- use a fraction of the IT resources.” – Financial institution

Reliable

• •

300 Million

deployments migrations 10 years of experience • Numerous awards and accolades

Copyright © 2009 Symantec Corporation. All rights reserved.

Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners.

This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice.

Complete an evaluation on CommNet and enter to win an Xbox 360 Elite!