up b03 - don't expire: simplify your windows migration b03.pdf · symantec vision 2013...

UP B03 - Don't eXPire: Simplify Your Windows Migration

Simplify Your Windows Migration 1

Patrick Tyler - Distinguished System Engineer

Mike Holmes – IT HQ Department of the US Army

SYMANTEC VISION 2013

Why Will You Migrate to Windows 7 or 8?

Simplify Your Windows Migration

2

The Good

Application support

(XP)

Connectivity Features

(DirectAccess – BranchCache)

Everyone will move (99% Windows on Corporate PCs)

Hardware support

End-user Productivity

(Interface - Search)

Security

(Applocker- BitLocker)

The Bad and Ugly

Higher support costs

Mainstream Support has ended

Security Issues

Extended support will end in 2014

The Bad & Ugly


Reduce Installation and Management Costs


Source: IDC May 2012 #234690

$0

$100

$200

$300

$400

$500

$600

$700

$800

$900

$1,000

Windows XP Windows 7 or 8

$870

$168

Management Costs of Older Systems Per PC Per Year

Installation Costs

…supporting older Windows XP installations, compared with a modern Windows

7-based solution, saddles organizations with a dramatically higher cost.

- - IDC

$177

$451

$324

$766

$0

$100

$200

$300

$400

$500

$600

$700

$800

$900

User Productivity Costs IT labor costs

2 years

5 years


Symantec = Windows Migration Experts

Presentation Identifier Goes Here 4

Altiris™ Deployment Solution from Symantec 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

Easy to Use

• Supports migrations to Windows 7 & 8

• Proven imaging technology

• Supports in-place migrations

Touch Free

• Completely automate the migration process

• Little or no scripting

• Scales to any size

Reliable

• 300+ Million deployments / migrations

• 14+ years of experience

• Numerous awards and accolades

2013


cc

The Symantec Approach to a Successful Migration


Manage Manage systems after

your migration

Assess

Asses your environment and

plan your approach

Migrate

Prepare

Prepare for your migration

and plan what steps need to

be taken

Migrate your systems


Phase 1 to a Successful Migration


Assess 1

Prepare

Migrate Manage 2 3 4

Identify migration pain points

Determine hardware readiness

Evaluate software readiness

ASSESS YOUR ENVIRONMENT AND PLAN YOUR APPROACH


Migration Pain Points


Where are my favorites?

Where is my printer?

I can’t see my network drives…

How come I can’t…?

What about by MP3s?

End-User 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?

CIO / CFO 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?

IT Concerns


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


What kind of data resides on the user’s systems?

Which data is critical to the business?

What OS is currently installed?

What software packages are the end users running?




Assess

Environment

2 Prepare Migrate Manage 3 4

PREPARE FOR YOUR MIGRATION AND PLAN WHAT STEPS NEED TO BE TAKEN

1 Asses

Getting your team ready

Create standard hardware-independent images

Migrating applications

Capture user settings and personality

Preserving data


Getting Your Team Ready


Communication • Identify key decision makers

• Plan how to inform all participants

Setting Expectations • Clearly define objectives

• Set achievable goals

Opportunities • Standardize the environment

• Harvest and consolidate software licenses

Stay Focused • Avoid out-of-scope projects

• Limit costs with a controlled project


Create Standard Hardware-Independent Images


Create OS images with settings and configuration standardized for multiple users

Provide additional devices drivers

Include applications required for ALL computers in base image

Use standard configurations throughout your organization to reduce security gaps and vulnerabilities


Migrating Applications


Identify support status for Windows 7 or 8

Remediate any issues

Establish application migration order

Test application combinations

Identify any compatibility challenges,

repackaging or virtualization needs, and custom

install requirements


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.



Data Preservation


In-Place File Preservation

Images Around End-user Data

Create personality file data and settings

Save to “safe” file folder

Image with file preservation

Restore personality to new OS


Phase 3 to Successful Migration


Assess

Environment

3 Manage 4

Different approaches to migration

Risk-free migrations

Pilot migration

Assemble and automate the migration process

MIGRATE YOUR SYSTEMS

1 Asses Migrate Prepare 2


Different Approaches to Migration


Move everyone to

common standard

Highly manageable,

but…

Expensive

Mass Migration

Maintain small set of

standard configurations

Combination of HW

refresh and re-imaging

Good cost/manageability

compromise for many

Batch Migration

Migrate on hardware

refresh schedule

Lower cost up-front, but…

Can create a management

nightmare

Gradual Migration


cc

Risk-Free Migrations


Single Hardware-independent image

Deploy specific software for worker function

Take Backup Deploy Image/

Software

Restore Personality

Restore Data

Snapshot PC with integrated backup technology

Gather only settings and desktop data with Deployment Solution

Restore familiar settings

Restore application settings

Restore from backup

User-console to restore data

Recover with a VM if necessary

1 2 3 4 5


Pilot Migration


Test with a simple pilot to ensure success

Provide timing and proper communication

Migrate based on the best approach for your

organization.


Assemble And Automate The Migration Process


Deploy the image

Capture personality settings Install prepared applications Restore personality settings




Assess

Environment

Measure and report on migration success

Symantec’s migration solutions

More considerations

Additional resources

MANAGE SYSTEMS AFTER YOUR MIGRATION

1 Asses Prepare 2 Migrate 3 4

Manage


Measure And Report On Migration Success


Identify the total number of migrated systems

Report problems encountered during migration

Provide overall migration status

Missing patches

License verification

Real-time usage data from on-demand

applications


Symantec’s Migration Solutions


Includes Deployment Solution

Pre and post migration reporting

Software and Hardware Inventory

Application usage

Policy-based software delivery

Application management

Software virtualization

Patch management

Remote control

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

Altiris™

Deployment Solution from Symantec

Altiris™

Client Management Suite from Symantec

Move easily from one

solution to the next to

enhance your capabilities


cc

More Considerations For Your Migration

Simplify Your Windows Migration

24

Continuing Systems Management

Removal of User Local Admin Rights

Begin software virtualization initiative

Increase security with latest protection software

Protect data with data loss prevention

Plan endpoint backup and recovery

Migration


A Customer’s Perspective…

Presentation Identifier Goes Here 25


Headquarters, Department of the Army – Pentagon

Mission: Migrate ~ 15,000 nodes to Windows 7 in 7 months

- About 50/50 hardware refresh vs. wipe and reload

- 15 field technicians, 3 Altiris admins, 1 Altiris engineer

- 60 operating system upgrades per night

- user data captured

- Windows 7 installed

- user data restored

- user software restored

- 60 hardware refreshes per day

26 Simplify Your Windows Migration


Headquarters, Department of the Army - Pentagon

• Process for a Windows 7 Migration

– Who migrates and when?

• Inventory Solution

• Run report for all computers on the domain

– All computer-specific information

– All user-specific information

– All software information

• Base migration schedule on user’s physical location

– Inventory gathered using Altiris (Exchange User Details)




• How do we migrate?

– Deployment solution

– One DS job handles the entire migration

• Capture User Data

• Install automation partition

• Reformat hard drive

• Apply hardware independent image

– We currently support over 50 models of computers with one image

• Install drivers

• Join to domain

• Restore User Data

• Restore User Applications




• Common Issues encountered

– Computer refuses to communicate with DS server

• Repair the WMI repository

– Data backup fails

• USMT error codes

• We have scripts to deal with most of these

– Unable to boot to Windows automation

• Automation partition installer fails

– Not enough contiguous space

• Defrag drive or delete OSTs

– Sometimes needs a little extra TLC

– Data restore fails

• Usually only because policy has not been successfully applied



Additional Resources


Assess

Environment

Symantec Connect

http://www.symantec.com/community

Deployment Solution on Symantec.com

http://www.symantec.com/deployment-solution

Client Management Suite on Symantec.com

http://www.symantec.com/client-management-suite

Prepare Migrate















up b03 - don't expire: simplify your windows migration b03.pdf · symantec vision 2013...

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