Andrew Fryer Carsten Giese Symantic Session Code: ITS214

Why Will You Migrate to Windows 7? Performance Hardware support Application support (Virtual XP) Connectivity Features (DirectAccess – BranchCache) End-user Productivity (Interface - Search) Security (Applocker- BitLocker) Everyone will move (99% Windows on Corporate PCs) Lack of support for older version Higher support costs for older versions

4 End-User Concerns 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? Migration Challenges/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?

7 to 7: Steps to Migration

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

7 Steps to Windows 7 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 Assess Environment Build Image Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report

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 BUILD STANDARD WINDOWS 7 IMAGES •Create standard hardware-independent images •Provide additional devices drivers •Include applications required for ALL computers in base image Include only base applications, such as Endpoint Protection client Assess Environment Prepare Applications Capture Personality Assemble & Automate Migrate Systems Measure & Report Build Image

7 Steps to Windows 7 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 Assess Environment Capture Personality Assemble & Automate Migrate Systems Measure & Report Prepare Applications Build Image

7 Steps to Windows 7 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. Assess Environment Prepare Applications Capture Personality Build Image Assemble & Automate Migrate Systems Measure & Report 5 6 7

7 Steps to Windows 7 Assess Environment Prepare Applications Capture Personality Build Image Assemble & Automate Migrate Systems Measure & Report 5 6 7

In-Place File Preservation Images Around End-user Data In-place Data Migration Create personality file data and settings 1 Save to “safe” file folder 2 Image with file preservation 3 Restore personality to new OS 4

7 Steps to Windows 7 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 Capture Personality Migrate Systems Measure & Report Assemble & Automate Assess Environment Prepare Applications Build Image 1 2 3

Risk-Free Migrations Take Backup 1 Capture “Light” personality 2 Deploy image/ software 3 Restore personality 4 Restore data to end-user 5 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 MIGRATE SYSTEMS Test with a simple pilot to ensure success Provide timing and proper communication Migrate based on the best approach for your organization. Assemble & Automate Measure & Report Migrate Systems Capture Personality 4 Assess Environment Prepare Applications Build Image 1 2 3

XP Different Approaches to Migration XP Vista Win 7 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

7 Steps to Windows 7 MEASURE AND REPORT ON MIGRATION SUCCESS Identify the total number of migrated systems Report problems encounter during migration Provide overall migration status License verification Migrate Systems Measure & Report 6 7 Assemble & Automate 5 Capture Personality 4 Assess Environment Prepare Applications Build Image 1 2 3

3 Products for Migration Symantec Ghost Solution Suite Industry-leading imaging and deployment Great for small business End-to-end OS and settings migration Centralized basic management Secure systems retirement Altiris Client Management Suite 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 Altiris Deployment Solution 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 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

Portable Workspace Reduce image complexity… Virtualize workspace components ComplexSimple Separate Components Reduce maintenance costs Reduce support costs Reduce storage requirements Simplify disaster recovery Improve accessibility Increase flexibility EASE OS MIGRATION! Complex  Simple Improve manageability and lower costs for ALL desktops – physical and virtual Desktop Applications Profile Data

OS / DesktopApplicationsProfilesData Dynamic Workspace Configuration Role-based rules engine delivers the right resources instantly, on-demand, regardless of location or device.

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

Endpoint Virtualization Products for Migration Layering technology to contain applications and eliminate conflicts and OS degradation Workspace Virtualization Virtual Execution On-demand application delivery and license management system Workspace Streaming Virtual Distribution Personal workspace customization that follows the user across multiple devices Workspace Profiles Virtual Profiles

Symantec is Windows 7 Migrations Symantec Has the Products and the Expertise Completely automate the migration process Little or no scripting Scales to any size Supports migrations from 2000/XP/Vista to Windows 7 Proven imaging technology Supports in-place migrations 300 Million deployments migrations 10 years of experience Numerous awards and accolades Easy to Use Touch FreeReliable “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 Automated

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