windows 7 and vdi: redefining workplace management

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42 Redefining Workplace Management Windows 7 and VDI www.Reso-Net.com

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In this webcast, industry experts Nelson Ruest of Resolutions Enterprises and Darryl Burns of Matrix42 will describe best practices for Windows 7 preparation, the process of transforming workplace management through virtualization, and the optimal approach for managing hybrid physical/virtual desktop environments. To view the recorded webcast, visit http://searchenterprisedesktop.bitpipe.com/data/document.do?res_id=1305560502_315

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Redefining Workplace Management

Windows 7 and VDI

www.Reso-Net.com

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Today’s Speakers

• Director, Product Marketing – Matrix42

Darryl Burns

• Director, Resolutions Enterprises Ltd.

Nelson Ruest

© 2011, Resolutions Enterprises Ltd. & Matrix 42

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Speaker Background

Nelson Ruest: [email protected] Recent books:

• 70-238: Deploying Messaging Solutions with Microsoft Exchange Server 2007http://www.microsoft.com/learning/en/us/book.aspx?ID=10938&locale=en-us

• 70-652: Configuring Windows Server Virtualization with Hyper-Vhttp://www.microsoft.com/learning/en/us/Book.aspx?ID=13695&locale=en-us

• 70-640: Configuring Windows Server 2008 Active Directoryhttp://www.microsoft.com/learning/en/us/book.aspx?ID=11754&locale=en-us

• Virtualization, A Beginner’s Guide http://www.amazon.com/exec/obidos/ASIN/007161401X/ref=nosim/gettextbooks-20

© 2011, Resolutions Enterprises Ltd. & Matrix 42 3

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Speaker Background

Darryl Burns: [email protected]

• Darryl Burns is Director at Matrix42 and is responsible for all outbound Product Marketing messaging

• Over 10 years in the Client Automation/Desktop Management space

• Over 25 years as a software industry as an ISV

© 2011, Resolutions Enterprises Ltd. & Matrix 42 4

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Windows 7 and VDI – Redefining Workplace Management (Nelson)

Windows 7 Deployment & Operating ImprovementsBest Practices for Windows 7 MigrationTransforming Workplace ManagementCreating the Ideal WorkplaceFinal Thoughts

Windows 7 and VDI migration with Matrix42 (Darryl)Six steps to a successful migrationWhy Windows 7 and VDI in concert?Desktop transformation with Matrix42 and Citrix

Q&A

Agenda

© 2011, Resolutions Enterprises Ltd. & Matrix 42 5

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Windows is a fact of life in most IT centersThe move from XP is tough for several reasons

XP was reliable and provenNo one wanted to start another deployment project right after XPVista was brand new codeNo one had the budget to make the moveIT was beginning to look at VDI

Many PCs today are still on XP, but that will change with Windows 7

Windows 7 Deployments

© 2011, Resolutions Enterprises Ltd. & Matrix 42 6

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Windows 7 offers compelling featuresWindows XP Mode lets you run native XP applications with no conversionWindows 7 VHD support lets you install Windows 7 in a VHD instead of on a physical disk

This feature alone changes the way you look at Windows 7 deployments

There are many more features, but these two can make deployments much simpler

Windows 7 Operating Improvements

© 2011, Resolutions Enterprises Ltd. & Matrix 42 7

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Desktop deployments are dauntingMust learn the features of the new OSMust perform extensive inventoriesMust prepare, package and test all applicationsMust protect and capture all user profilesMust upgrade most of your hardware to support the new OSMust use a special deployment tool that works with the new OSMust report on the progress throughout the project

Classic Desktop Deployment Projects

© 2011, Resolutions Enterprises Ltd. & Matrix 42 8

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Most IT personnel are interested in new products and will learn on their ownInventories are really only about learning what needs to be migratedApplications are easier to prepare

All older applications can run in XP ModeAll newer applications can be virtualized

Protecting user profiles is more about implementing User State Virtualization than anything elseUpgrading hardware may not be so tough since you can rely on VDIDeploying a VHD is a lot easier than an OSReporting is a matter of letting Management know what is going on

It’s not so tough with Windows 7

© 2011, Resolutions Enterprises Ltd. & Matrix 42 9

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Windows 7 makes it easier to move to Virtual Desktop Infrastructures (VDI)VDI Models

Stateful or Persistent Virtual Desktops

Windows 7 Stateful Desktops can reside directly on the PC

Stateless or Volatile Virtual Desktops

Built on the flyBest in VDI environments because of build process

Transforming Workplace Management

© 2011, Resolutions Enterprises Ltd. & Matrix 42 10

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VDI environments include several key componentsHost ServersDesktop Delivery ControllersHigh-speed delivery mechanismsRemote connection links

VDI Components

© 2011, Resolutions Enterprises Ltd. & Matrix 42 11

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OS migrations boil down to 5 key activities:Create and configure installed OS configurationsPackage and test applicationsProtect user dataDeploy content to usersReport on the progress

Creating the Ideal Workplace

© 2011, Resolutions Enterprises Ltd. & Matrix 42 12

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Older system stacks covered all aspects of a desktopToday, the desktop is a lot simpler, a Bull’s Eye, in fact

The Anatomy of a Desktop

© 2011, Resolutions Enterprises Ltd. & Matrix 42 13

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All older applications can be included in the XP Mode VHD

No need to package them, simply install themThe XP Mode VHD is the packageInstall the XP Mode VHD inside the Windows 7 VHD

Newer applications are designed for Windows 7Because of this, they are also designed for virtualizationApplication virtualization decouples the app from the OS much like VDI and server virtualizationVirtual apps provide full support for the volatile VDI model

Prepare Applications

© 2011, Resolutions Enterprises Ltd. & Matrix 42 14

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Implement User State VirtualizationRelies on Roaming Profiles

Captures all in use data from the desktop

Relies on Folder RedirectionReduces the size of the roaming profile by removing key elements—often the biggest elements—from the profile

Both features are part of Windows networks

Can be implemented at any time, perhaps even before your migration projectProvides full support for the Bull’s Eye system stack

Protect User Data

© 2011, Resolutions Enterprises Ltd. & Matrix 42 15

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Creating the ideal workplace is a matter of choices

Which target should you use?Which VHD model should you choose?How should you configure the OS?How should you deploy applications?

The answers design the workplace for each user

Power users get a local heavy desktop VHDProductivity users get a volatile VDI VHD

Building the Ideal Workplace

© 2011, Resolutions Enterprises Ltd. & Matrix 42 16

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Building the ideal workplace is a matter of using a flowchart to determine the user’s needs

Building the Ideal Workplace (cont’d)

Target? PC VDI

VHD Model? Persistent Volatile

OS Config? Complex Simple

App Type? XP Mode Virtual

Ideal Workspace? Local VHD Bull’s Eye VHD

© 2011, Resolutions Enterprises Ltd. & Matrix 42 17

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Report on significant milestonesMigrate all user profiles to USV right awayThen, begin the deployment project

Build the core VHDsDeploy the VDI environmentPrepare XP Mode applicationsPrepare virtual applicationsCreate local desktop VHDsCreate volatile VHDsDeploy new VHDs appropriately

Report on each step to obtain full management support

Managing Reports

© 2011, Resolutions Enterprises Ltd. & Matrix 42 18

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Windows 7 is ideal for VDI environmentsVDI is not so much about cost, but moreabout reduced management and support as well as increased mobility and flexibility for usersThere are also a lot of additional benefits: less work on endpoints, access from many clients, central control, better stability, and much more…

Final Thoughts

© 2011, Resolutions Enterprises Ltd. & Matrix 42 19

Informal poll conducted by Matrix 42 at the Citrix Synergy conference earlier this year

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In the end, Windows 7 heralds a new way to look at workplacesWorkplaces can be either virtual or physicalNeed the right tool to manage all environments from a single interfaceNeed access to inventories, application categorizations, application virtualization, OS deployments, VHD management and more…With the right tool and Windows 7, you can completely transform workplace management

Get the Right Tool

© 2011, Resolutions Enterprises Ltd. & Matrix 42 20

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With Matrix42

Windows 7 and VDI Migration

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Six steps to successful Windows 7 migration

Matrix42’s Windows migration solution provides all the components for an easy, reliable and secure Windows 7 migration

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Fast and easy hardware prerequisite checkContinuous migration reporting with high transparencyAutomation and role-based delegation of OS Installation

Zero touch, hardware independentIntegrated driver cloudUser self-service provisioning

Simplified repackaging or re-utilization of existing packagesIntegrated scripting for fast packaging & automationVirtualization of incompatible software via XenApp, App-V, ThinApp

Easily restore user settings and data

Why Windows 7 migration with Matrix42?

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But WAIT!!!

Too many “old” PC’sHigh capital costsSignificant administrative effort

New security concernsOutsourcingContractorsBusiness partners

User mobility/flexibilityDevice proliferationFreedom to work

AnywhereAnytimeAny device

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effor

tsWhy Windows 7 and Virtual Desktops in concert?Virtual Desktops simplify migration and operation

Strategy 1:Windows 7 legacy

migration(physical deployments)

Strategy 2:“Server Based Computing”

(Published Desktops)

Strategy 4:“mix of delivery

methods”(VDI, physical , published)

migration effort

management effort

capital costs

medium

low

high

optimize

Strategy 3:“go virtual - HVD”(Virtual Desktops)

“mix of delivery methods” fits best, but management needs to be optimized

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What keeps the IT Manager awake at night?

How can I migrate easily and cost efficiently to VDI ?

How can I integrate Virtual Desktops in ITSM processes?

How can I enable compliant self-service in VDI ?

How can I minimize risk in changing master images?

How can I install, update and extend my HVD Infrastructure?

How can I ensure License Compliance for virtual desktops?

How can I manage all my physical & virtual workplaces seamlessly?

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Automation & Standardization

Seamless IT Management with Integrated Service Processes

User

Devices

Access

Broker

Hypervisor Master Images

Software Virtualization

Self-serviceportal

Data CenterEnd User

Reduced complexity in a single pane of glass.Physical | Streamed VHD | Hosted VDI | Hosted Shared

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Desktop Transformation with Matrix42 and CitrixHow we do it

1. Assessment 2. Migration 3. Operation

Empirum's management functionality for Citrix XenDesktop is a visionary capability addressing a major challenge cited by the Magic Quadrant references: managing physical and virtual desktop environments together.

Gartner PC Lifecycle Management Magic Quadrant 2011

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Desktop Transformation with Matrix42 and CitrixHow we do it

1. Assessment 2. Migration 3. Operation

Analyze Hardware

Analyze Software usage / licenses

Analyze Software

Segment users and analyze profiles

Repackage or virtualize Applications

Build Desktop Pools and create assignments

Service Design: built virtual desktop service

Build or migrate Citrix XenApp Farm

Build hosting infrastructure(hypervisor agnostic)

P2V, P2P and profile migration

Create Citrix XenDesktop and Citrix XenApp concept

Add or reduce capacity on-demand

Simplify and automate master image updates

Change from provisioning services to creation services

Deliver new workplace service per users request

Enable break&fix via Service Desk

Manage license compliance for physical and virtual

Manage lifecycle for physical and virtual

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Core ConceptDesktop

VirtualizationTraditional Approach

Matrix42 approach

Time to build/provision hypervisor farm [h] Hours Minutes

Time to build/provision a XenApp Server Farm Days Hours

Time to migrate to VDI Months Days

Time to build, test and update VHDs Hours Minutes

Time spent on troubleshooting 40% of day 5% of day

Architecture VDI Silo Physical, Virtual, Services

Time to build/deploy virtual desktop pools Hours Minutes

Cost savings through VDI automation

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Virtual Desktops - simplified, automated, managed

Affordable desktop virtualization, Reduced management costsAutomated creation, update and extension of VDI

ITIL v3, ITSM and Service Catalog integration for VDIITSM processes for Physical AND Virtual Desktops

Simplified and reliable Change Management of VHDsAutomated provisioning, update and retirement + Self-Service for VDI

Configuration and license compliance for VDIDepartment-related license & asset management for VDI

Simplified and automated Physical to Virtual (P2V) migration Standardized role-based configurations for Virtual Desktops

Fully automated management of VDIAutomate installation and configuration of VDI

Seamless management of all physical & virtual Desktops

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Questions? • Director, Product Marketing – Matrix42

Darryl Burns

• Director, Resolutions Enterprises Ltd.

Nelson Ruest

© 2011, Resolutions Enterprises Ltd. & Matrix 42

Additional Resources:Whitepaper: Windows 7 and VDI: Redefining Workplace Management (coming soon!)

Whitepaper: Virtual Desktop Infrastructure - Basics, Challenges and Benefits

Whitepaper: The Desktop Transformation Project - Virtual Desktops Demystified

Executive briefing: Who should manage virtual desktops – the datacenter team or the desktop team?

Research paper: Desktop Virtualization Taking Off, but Physical Desktops not going Away

Visit http://www.matrix42.com/vdi for all resources

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Thank you.

Enable Limitless Workplaces.