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Vista Migration without IrritationConfronting your Vista Fears

Name, Title

Slide2 l.jpg

It’s not a matter of IF,

it’s a matter of WHEN!

Organizations must plan to spend 12 to 18 months learning about Windows Vista... Preparation and planning will significantly lessen the time and effort spent on the migration… Gartner, 2006

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Vista Adoption Media Coverage

“150 million copies of Windows Vista installed by 2008,

3.5 million Windows Server 2008 installations by 2008

– IDC May 2007

“… 7% of small businesses and 17% of midsized businesses are interested in adopting Vista by the end of 2007. AMI estimates that this represents 447,000 companies. ”

- TechTarget Survey– Jan 2007

“Both IDC and Gartner expect Vista adoption by businesses to be in the 10 to 11 percent range in the first year, basically identical to XP's adoption.”

– Windows IT Pro, October 2006

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Different Approaches to Migration

Mass Migration

  • Move everyone to common standard

  • Highly manageable, but…

  • Expensive

Gradual Migration

  • Migrate on hardware refresh schedule

  • Lower cost up-front, but…

  • Can create a management nightmare

Batch Migration

  • Maintain small set of standard configurations

  • Combination of HW refresh and re-imaging

  • Good cost/manageability compromise for many

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Hardware Refresh

Batch Migration

Mass Migration

Ziff Davis: Types of Migration

Ziff Davis Enterprises survey, March 2007

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Forklift 14%

Hardware Attrition 57%

Migration Plans

# of Customers Migrating


Not sure

Early ‘07

4th Q ‘07


Gartner – Michael Silver, Jan 2007

Vista Adoption Timing

Hardware refresh will be an ongoing process that requires continuous management and guidance

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Ziff Davis: Timeframe to Begin Migrations

Ziff Davis Enterprises survey, March 2007

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Why Upgrade to Windows Vista?

  • Improved security

  • Stability and performance

  • Better search and user interface

  • End-user and executive management pressure -(consumerization)

  • Loss of Windows XP support

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Symantec is the Migration Expert!


    • Leading deployment and migration vendor since 1998

    • Performed more than20 million desktop and laptopmigrations (Altiris)

    • Wide customer base – small business to large enterprise – many vertical markets


    • Best of breed, award-winning migration capabilities

    • Integrated, automated, and scalable

    • Ties to a common CMDB for on-going management


    • Six steps to a successful hands-free, hardware independent migration

    • Working with Microsoft to enhance BDD best-practice methodology

    • Supports a variety of migration approaches


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Customer - International Finance Firm

Windows 2000 Migration

Windows XP Migration

  • 250 workers, 1+ year

  • Displeased with results

  • 14 workers world-wide

  • Saved $22 million dollars


Worldwide migration of 30,000 computers

  • Used a combination of Altiris and Microsoft tools

    • Altiris Inventory Solution

    • Altiris Deployment Solution / PC Transplant

Altiris Solution

Saved $22 Million by using Altiris tools

A single, hardware independent image and one pre-built “task” works on all 30,000 computers

Altiris technology automatically determines which application software goes on each computer (by department)

Fully migrates computers to XP in less than 1 hour

Retrained unused IT staff to build 4000+ application packages

Prefers gradual approach: migrates 50 computers per night

Biggest bonus: If there are problems in the future, they can rebuild a computer to its original configuration over the user’s coffee break

Successful Results

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Significant Migration Challenges

Hardware compatibility / replacement cost

  • Processor

  • Video RAM

  • Hard drive capacity

  • Drivers

    Application compatibility – 70% of all concerns

  • Commercial applications (i.e., anti-virus, VPN)

  • Legacy and Custom applications

    Migration logistics

  • How to migrate without disrupting business

  • Reduce costs & impact

  • Must do better than last time

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Readiness AssessmentHardware and Software

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Hardware Compatibly Concerns

I have to have how

much video memory?

1000 PCs that need

to be replaced

= $$$$$$$

My current drivers

won’t work?

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Hardware Readiness Assessment Process

Analyze Current Hardware Environment

Assess if Hardware Meets the Requirements for Windows Vista

Identify which Computers Require Upgrades

Assess Hardware Upgrade Options

Assist in Developing a Strategy for Device Driver Compatibility Testing

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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.)?

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Ready to Replace Hardware

  • Partner Program

    • Hardware specific deployment

    • Include Vista hardware purchase in automated procurement workflow

    • Import new hardware into Deployment Solution before it is delivered

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Application Migration Methodology

  • Start migrating most business critical

  • Start migrating most commonly used/popular

  • Harvest licenses

  • Fresh start

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Application Compatibility Concerns

“Will my current applications work?

“What do I do about the apps that won’t work on Vista?”

“How many applications do I need to migrate?”

“Who is going to update our legacy and custom apps?”

“Our users are going to hate the UAC”

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Application Compatibility is an Issue

  • 480 apps written for Vista

  • 1491 apps Vista certified

  • Millions of Windows apps exist

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Application Compatibility Process

  • Assess Environment

    • Inventory all applications

    • Assess application usage

  • Determine Compatibility Issues

    • Start with most critical apps

    • Move to commonly used applications

  • Detect and Fix Issues

    • MS ACT

    • MS Shim

    • Altiris Application Compatibility Suite

  • Test Applications

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Commercial, Legacy and Custom Applications

Commercial Applications

Broad distribution and current development by ISV

ISV’s are working hard to update their applications

Well represented in Microsoft Mitigation

ACT, Shims, and Community

Legacy Applications

Developed by ISV’s

Often business-critical

Not well-represented in Microsoft Mitigation

Custom Applications

Developed in house

Business Critical and represent unique challenges

Not represented by most Microsoft Mitigation

Community has no knowledge of your custom apps!

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Harvesting Unused Licenses

Determine used applications

Harvest unused licenses


Metering Data

Inventory Data

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Vista Software Compatibility Assessment

  • Inventory Solution

    • Comprehensive software inventory

    • Agent/agent-less inventory gathering

  • Application Metering

    • Determines if application is being executed

      • Uses policies to gather

      • Limit workstation upload policy to 7-14 days

    • Identify specific application for usage

      • Short-term: Data may not be consistent for all apps

      • Long-term: Track through business cycles

Start gathering data NOW for Vista Migration

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Reasons Applications May Fail in Vista

User Access Control (UAC), Integrity Level (IL), andother security changes

Application Control Solution

Windows Resource Protection

SVS & Application Control

Deprecated Components (DLL functions, registry settings, etc.)


MSI & Manifests Required

Wise Package Studio

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Evaluate Your Applications

Determine compatible applications

Check Microsoft KB 933305 for Microsoft Certified Applications list

Paid for process

Many vendors not participating

Currently: ~2000 Vista applications

Check application vendor website

Many Vendors are producing new versions for Vista

May not be included in Microsoft list

Is there an upgrade fee?

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Evaluate Your Applications (cont)

ACT 5.0

Application compatibility data provided is in a user community

Run ACT inventory on client PCs

Gather software data in SQL database

Comment on application compatibility

Send comments to user community

User community is only available to computers running applications that have been inventoried by ACT

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Evaluate Current Compatibility Solution

Use Application shim

ACT 5.0 Compatibility Administrator

Tool to shim applications so they will work on a new operating system (no code changes required)

Good list of commercial applications

Custom applications will generally not have a shim

Use Application Compatibility Suite

Software Virtualization Solution

Application Control Solution

Wise Package Studio

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ACT 5.0 Compatibility Administrator

  • Find and apply shims for known applications

  • Manually apply shims for unknown applications

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Introducing Application Compatibility Suite

Software Virtualization Solution (SVS)

Virtualization of software in layers

Windows Resource Protection

Deprecated components

Know dependencies

Dependencies must be Vista compatible

Application Control Solution

Elevates application privileges

May be applied to legacy and custom applications when other mitigation fails

Wise Package Studio

Microsoft Recommended

Creates Vista compatible MSIs

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Minimize Disruption to Business

“Our last migration was brutal!”

Downtime = $$$$$$

“What happened to my wallpaper?”

2,000 PCs

8 locations

+ one sys admin

14 hour workdays

“How can I migrate all my computers without screwing things up?”

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Six Steps to a Successful Migration





XP, 2000, NT, 98


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BDD and Symantec 6-Step Process



End to end “guidance framework”, best practices, process documents and recommendations (Altiris supports)

Disparate tools, agents, infrastructures with no central console

Less mature (scripting guides, disparate tools, etc.)

Many tools introduced with Vista

More automation with less scripting and manual steps

Integrated architecture

More mature (solid platform; advanced features like tokens, resource association, less guides – more tools, etc.)

Experience is engineered into the product

Supports and extends BDD

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Altiris Client Management Suite

Altiris Deployment Solution

Altiris Solutions and BDD Tools


6 Steps of Migration







Image Mgr


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OS Image


Client Hardware & Software


Migration Infrastructure

Personality Template

(Data & Settings)

App Packaging &Compatibility

Infrastructure & Security

Deployment Plan

Zero-Touch Migration & Report

Migration Process

Build Parts


Create Job


  • Capture Personality

  • Deploy OS

  • Install Apps(conditional by group/OU)

  • Restore Personality

  • Report


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Create Job

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OS Image

Personality Template

(Data & Settings)

App Packaging &Compatibility

Build Parts

Build - Best Practices

  • Migrate user settings with standard template

  • Small OS-only image

    • Install only Altiris Agent

    • Install all current patches

    • Setup security – firewalls, anti-virus, etc

    • Use Sysprep

    • Use Hardware Independent Imaging, driver insertion

  • Use Packaged Application

    • Standard MSI

    • Virtual Applications (VSA)

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Personality Template

(Data & Settings)

Avoid Bad Transplants

User data and settings migration options

  • Personality on file share - network

  • In-place migrations - local

  • PC Transplant plus Recovery

  • Fresh-start transplant with Recovery

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Personality Template

(Data & Settings)

2. In-Place Migration with PCT

Win XP/2000/98

Capture PC personality

Put personality in embedded partition


Image with Windows Vista

Firm copy PCT back to image


Launch PCT package on Vista

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Personality Template

(Data & Settings)

3. PCT Integrated with Recovery





User Settings

Application Settings




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Personality Template

(Data & Settings)

4. Fresh Start With Recovery

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Personality Template

(Data & Settings)

PCT and Recovery

  • Use Recovery option

    • Checks recover server before including file

    • “/recovery” command-line option

  • Fresh Start

    • Only bring over most recent documents

    • Expose Recovery console after migration

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OS Image

Create your Standard Desktop Image

  • Install your operating system

  • Install your base applications (Optional)

  • Finalize the source computer

  • Sysprep the source computer

  • Capture the Image

    • Altiris RDeploy

    • MS ImageX

    • Symantec Ghost

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OS Image

Three Methods of Hardware Independent Imaging

  • Manual Process

    • User Inventory to find needed drivers

    • Gather drivers from vendors

    • Write manual scripts for each driver

  • Automated Scripts (HII)


    • Automatically gather drivers

    • Automatically sort and distribute drivers

  • Altrinsic (HIIS)


    • Automated Process using existing inventory information

    • Automatic DS job creation

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OS Image

Manual Method

Insert Drivers after imaging

with custom script

Manually Find and

Gather Drivers

REM Copy proper drivers to production

if "%#[email protected]_num%"=="440BX Desktop Reference Platform" goto VMWare

if "%#[email protected]_num%"=="Optiplex gx270" goto GX270

if "%#[email protected]_num%"=="05BC" goto 05BC

Exit 999


Xcopy f:\drivers\VMWare C:\drivers

Exit 0


Xcopy f:\drivers\GX270 prod:\drivers

Exit 0


Xcopy f:\ drivers\05BC prod:\drivers

Exit 0

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OS Image

Automated Driver Collection (HII)

Automated Process

Driver Collector EXE

Drop Folder

Automated Sorting

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OS Image

Prepare Source Computer With Sysprep

  • Vista comes with sysprep

    • c:\Windows\System32\sysprep

  • Create a minimal unattend.xml

    • ComputerName = *

    • JoinWorkgroup = Workgroup

  • Copy the unattend.xml to:

    • C:\Windows\System32\sysprep\Panther

  • Run Sysprep on the system:

    • “sysprep.exe /oobe /generalize /unattend:unattend.xml /shutdown”

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OS Image

Create Master unattend.xml With Tokens


<ComputerName> %COMPNAME% </ComputerName>

OEM Info:

<Manufacturer>%#[email protected]%</Manufacturer>

<Model>%#[email protected]_num%</Model>

Domain Joining:


Install Altiris AClient

<SynchronousCommand wcm:action="add">

<CommandLine> %ProgramFiles%\Altiris\AClient\DAgent.msi -qn server_tcp_addr= server_tcp_port=402 </CommandLine>

<Description>Altiris AClient Installation</Description>



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OS Image

Create a ‘Tokenized’ unattend.xml

  • Insert DS tokens into Windows System Image Manager (SIM)

  • Use token replacement in DS

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Zero-Touch Migration & Report

Post Migration Reporting

  • Migration Status:

    • Total systems up and running on the new OS

    • Problem systems during the migration

    • Overall Success of the migration

    • Real-time migration status - DS

  • Additional:

    • Missing security patches

    • License verification

    • Security compliance

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Client Management


Altiris Application



Imaging and deployment

Application management

Software packaging & testing


Create Vista-Compatible Packages

Virtualize trouble applications

Adjust application execution rights

Policy-based software delivery

Application Management

Software Virtualization

Patch Management

Backup and Recovery

Application Usage

Remote Control

Symantec Migration Portfolio

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Got Ghost?

  • Ghost Solution Suite 2.0

    • Supports Vista

    • Comprehensive Vista migration solution

    • Excellent for small deployments (10-499)

    • Easy-to-use, integrated, fast and reliable

    • Secure end-point retirement

    • Next version integrated with Altiris

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Client Management




Solution Suite 2.0

Imaging and deployment

Server imaging and deployment

Multi-site support

Multi-user support

Role and scope based security

Supports Ghost Images

End-to-end Vista deployment

Fast and reliable

Easy to setup and use

Policy-based software delivery

Application Management

Software Virtualization

Patch Management

Backup and Recovery

Application Usage

Remote Control

Symantec Ghost and Altiris Solutions

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How Symantec Can Help

Automate the Migration Process

Eliminate End User Downtime

Standardize Systems

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Average cost for deploying a new PC:*

Manual Deployment



Automated Deployment

*Source: Gartner

Automate the Migration Process

Key benefits of automation:

  • Reduced IT effort

  • Reduced time to migrate

“With Altiris, we did a virtually hands-free migration across the network. It took less than one hour per machine, one-fourth the manual time, and that included upgrading other software at the same time. The same standard process is used to migrate each machine, which provides consistency and predictability across the network.”

Jim Harings, global administration analyst, Rockwell Automation

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End user migration-related downtime:*

Manual Deployment

5.25 hours

1.25 hours


*Source: Gartner

Eliminate End User Downtime

Key areas of savings:

  • Reduced downtime during migration process

  • Reduced time spent configuring PC

“Our users don't like change. They want to open up their computer and see what they have always seen. Altiris helped us accomplish exactly that. We were able to transfer all the settings without users noticing any difference. The background was the same, the desktop the same, their files looked the same. And they could find their data in the default directories they were used to. They loved it,”

Michael DiMaggio, DaimlerChrysler global field and technology team

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*Source: Gartner

Standardize Systems

Key benefits of standardization:

  • Reduced IT management costs

  • Reduced IT support costs

  • Lower overall total cost of ownership

“Altiris made our deployment a reality. Best of all, we've only scratched the surface of Altiris' capabilities...with a reliable systems management client like Altiris on each of our systems, we can press forward with changing the way we manage all aspects of our standardized desktop environment."

Mark Barrett, US Air Force Pentagon Communications Agency contractor

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Vista Migration Costs

Source: Gartner – Jan 2007

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Symantec Alleviates your Vista Migration Fears

  • Three Vista Migration Fears

    • Environment (hardware and software) not ready

    • Applications not compatible

    • Migration logistics, cost, and complexity

  • Symantec has integrated, automated solutions that will help you with every aspect of a Vista migration

  • Check with your Symantec or Symantec partner sales representative

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Get More Information




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Vista Migration without Irritation


Symantec and Altiris are registered trademarks of Symantec, Inc. in the U.S. and in other countries. The other company names or products mentioned are or may be trademarks of their respective owners.