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Windows 7 and Office 2010 migration using only what you already have and free tools. Karim Cammoun & Lionel Cau Sogeti Suisse – Microsoft Infrastucture Transformation (MIT) Team Rue du Rhône 65, 1204 GENEVE [email protected], [email protected] Agenda.

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Windows 7 and office 2010 migration using only what you already have and free tools
Windows 7 and Office 2010 migration using only what you already have and free tools

Karim Cammoun & Lionel Cau

Sogeti Suisse – Microsoft Infrastucture Transformation (MIT) Team

Rue du Rhône 65, 1204 GENEVE

[email protected], [email protected]


Agenda
Agenda already have and free tools

  • Surfing on the Win7 wave & typical concerns 5‘

  • Windows 7 migration tasks and tools 35‘

    • Software and hardware inventory

    • Application compatibility

    • Application packaging

    • Image creation

    • Data backup and restore

    • Image deployment

    • Applications deployment

    • Integration

  • Office 2010 migration tasks and tools 10‘

    • Office document scanning

    • Office document conversion

    • Office suite installation

  • Other migration tasks and tools 5‘

    • Project management

    • Testing

    • Training

  • Conclusion 5‘


Surfing on the win7 wave
Surfing on the Win7 wave already have and free tools


66 of all businesses already expect to migrate forrester october 2009
66% of all businesses already expect to migrate already have and free toolsForrester, October 2009


Within 12 months windows 7 will become the new standard forrester october 2009
Within 12 months, Windows 7 will become the new standard already have and free toolsForrester, October 2009


Market views on windows 7 migration

ChangeBase already have and free tools

Between 20 to 40% of software used by enterprises are ready for Windows 7, but the majority of applications (between 60 to 80%) may need some changes to run reliably on Windows 7

Gartner Research

migration costs could be $1 035 to $1 930 per user to move from Windows XP to Windows 7, and $339 to $510 per user to move from Windows Vista to Windows 7

The typical organization requires 12 to 18 months waiting, testing, and planning before it can start deploying a new client OS. There is a lot of work to be done in preparation, and delays in getting started will only result in added costs later

Market views on Windows 7 migration


Typical concerns
Typical already have and free toolsconcerns


Concerns of ctos about migration

A Windows 7 migration is an infrastructure evolution looking for new features and better supportability

What is the best methodology to adopt ?

Several sub projects have to be handled :

Hardware – required configuration, drivers availability...

Administration and operating tools – inventory, patch management ...

Local applications – compatibility, integration ...

Office 2010 – documents and macro compatibility...

any new application + communication, training, security, ...

Concerns of CTOs about migration

while keeping in mind all risksand impact on business activities


Concerns of cios about migration
Concerns of CIOs about migration for new features and better supportability

  • Control

    • Planning using automation for reliable and predictable results

    • End to end automated solution

    • Impact of incompatibilities are minimized

    • Scalable solution for mass migration with minimum efforts

  • Business Impact

    • Minimum network bandwidth utilization

    • Least downtime for users during migration

    • Customised plan optimized for minimum deployment time frame

  • Cost

    • Optimized for cost, quality & scalability

    • No huge storage required

    • Factory based approach with Global Delivery Model

  • User Data

    • Minimum or no interference with user data

    • Avoid User data move


Windows 7 and downgrades

Downgrade rights for Windows 7 Professional, Ultimate and Enterprise

Windows 7 Professional and Ultimate

can always downgrade to Vista

can downgrade to XP Professional if before Windows 7 SP1 and before 22nd of April 2011.

can downgrade to XP Professional if enrolled in SA coverage

Dates to remember

Windows 7 release date: 22.10.2009

double-downgrade limit : 22.04.2011

Windows 7 and downgrades



Hardware inventory

We Enterpriseneed to know the following:

Which systems are you running

What are the characteristics of your systems and are they compatible with Windows 7 and Office 2010 requirements (RAM, CPU, HDD free, graphic card, network, devices)

What compatibility level do you have today

What compatibility level are you looking for ?

What are the systems you will have to upgrade

How much will it cost to reach this level

Hardware inventory


Application i nventory

We Enterpriseneed to know the following:

Which binaries belong to which applications

What versions of which applications we have

What levels of vendor support are provided for the application versions we have

Do you already have an inventory that you like?

Can you run agents on production machines?

Do you know all of the applications that matter?

Office? Web?

Application inventory


Application i nventory o bjectives

Budgeting Enterprise

How many applications do I have?

How much is it going to cost to fix them?

Rationalization

What business problem does this software solve?

Who needs this software to do their jobs?

How many users depend on this software?

Testing

Which operating system does this software work on?

What other applications are installed on the computer?

Who is a subject matter expert on the software?

Deployment

Where, and by whom, is the software being used?

Application inventory objectives


Perform your inventory

Use your existing tool Enterprise

There's really no significant difference between standard tools

As soon as youcan export data in Excel format, that'sjust fine

Use othertools

Microsoft AIS but thisis an online solution and is part of the MDOP pack (not free)

Microsoft assessment and planning toolkitismuchbetter and free !

Perform your inventory


Microsoft assessment and planning toolkit

Integrated Automated Toolkit for migration planning from desktops to servers

Agent-less inventory of clients, servers, applications, devices and roles

Technology migration and readiness assessment and proposal generation

Multi-Product Planning and Assessment Tool

Hardware and device compatibility for Windows 7, Windows Server 2008 andthe 2010 Microsoft Office System

Server Virtualization candidates for consolidation with Hyper-V and Microsoft Virtual Server 2005 R2

Microsoft SQL Servers Inventory

Microsoft Online Services survey-based assessment

Desktop Security Assessment and Forefront/NAP Readiness

Power management and savings

Infrastructure assessment for environment to leverage Microsoft Application Virtualization

Microsoft Assessment and Planning Toolkit


Application compatibility toolkit 5 5

When should you consider using ACT? desktops to servers

When you don’t have an inventory

When you have an inventory, but it doesn’t tell you all you want for your compatibility project

When you calculate:

ACT collection costs + automated and manual matching costs less than

Current inventory + manual matching costs

Application Compatibility Toolkit 5.5


Application compatibility experience
Application compatibility desktops to serversexperience


How does act 5 5 work

Main desktops to serverstoolis the Application Compatibility Manager

Agent-based solution (unlike MAP)

Runs a service, uploads XML results to a file share

Data is processed into a SQL Server database for analysis

Report

Online communities

Othertools

Setup Analysis Tool

Standard User Analyser

Application Compatibility Administrator (Shims)

How does ACT 5.5 Work?


Act data collection architecture
ACT Data Collection Architecture desktops to servers

Data Collection Packages

Application Compatibility Manager

Inventory Collector

UAC Evaluator

Windows Evaluator

Desktop Topology

Log Collection Service

ACT Database


Strengths and weaknesses of compatibility evaluators

Runtime evaluation: you have to run the bad code to find the issue

Because it is runtime evaluation, fidelity of issue detection is very high

However, some issues may already be mitigated by operating system features, such as file and registry virtualization

Because they are performance-optimized (not a forensic analysis), they don’t detect everything

On an application-by-application basis, they tend to do no better than chance at determining if an application, as a whole, works or does not work

Be cautious in your investments in compatibility evaluators

Many customers overspend for data that isn’t as valuable as they hope

Strengths and Weaknesses of Compatibility Evaluators


Act results must be completed

Interface with software asset management: existing inventory issue

Interface with software deployment: any additional agents deployed

Interface with software manufacturers

Interface with your packaging services provider (if any)

Interface with end users: issues with software inventory agents

Interface with project and IT management: status updates and the final report

Remove redundant software immediatly

The application inventory may provide youwith the visibility you need into your application portfolio to make decisions about what will be tested and supported and what should be migrated, upgraded, or standardized

ACT results must be completed


Demonstration
Demonstration issue

ACT 5.5


Application mitigation

Free mitigation tools issue

Registry virtualisation

Compatibility mode

XP mode

Schims

Application mitigation


Shims allow windows to change behavior

Schims issue are created using the ACT "Compatibility Administrator "

Creating these shims is actually a complex process so it should be treated as a nearly last resort and you should clearly define standards for when you’ll use this process

Define standards for when to use this technique:

Vendor no longer in business

Internal applications

Support negotiable

Shims allow Windows to change behavior


Applications packaging

Unfortunately issue

Microsoft is not providingany free tools to create .msi files

There's no real third party free tool widely accepted for this

You will have to rely on what you already have or

acquire standard solutions (AdminStudio, InstallShield, Package Studio, WinInstall)

or outsourceyour packaging activities, whichmakeseven more sense if youdecided to virtualize part of your applications

Applications packaging


Image creation imagex and sysprep

ImageX issue

a command-line tool that works with Windows image (.wim) files

capture, modify, and apply images for deployment

ability to mount an image to a directory, where you can browse, copy, paste, and edit the files from a classic file-management tool

.wim files

works at the file level,

contain one or more volume images for a Windows operating system

a volume image represents the captured volume or partition of a Windows operating system

reduced image size due to "single instancing"

non-destructive image application

Sysprep

isstillneeded of course

you must run sysprep with the /generalize option, even if the computer has the same hardware configuration

Image creation: ImageX and Sysprep


Data backup and restore

User State Migration Tool (USMT) 4.0 issue

isrequired to support Windows 7 deployments

safely migrates user accounts, operating system and application settings

Two components

ScanState

scan the source computer, collect the files and settings and create a store

copies files into a temporary location and then into the migration store

LoadState

migrates the files and settings, one at a time, from the store to a temporary location on the destination computer

transfers the file to the correct location, deletes the temporary copy, and begins migrating the next file

New featuresfrom USMT 3.0

Local group migration

Hard-link migration

Support for shadow copy

Data backup and restore


Define usmt requirements

Store user state locally ( issuehardlink) or on Share or SMP?

Retention of user state

Full Backups for VIP scenario deployments

What users to migrate?

Domain / Local

Logged in past XX days

What files and settings to migrate?

User Profile

Exclusions – mp3 files, iso, vhd

Application-based user settings – link with Application lifecycle management

Define USMT requirements


Performing a backup of the previous system

As a rollback plan, it is often desirable to perform a full backup of the existing system

Valid solutions are

capture the existing system as a WIM file

use your full backup third party solution

Or, there's a free sysinternals utility for capturing the HDD as a vhd file: disk2vhd

this capture will be treated as user's data

Microsoft Virtual PC 2007 is included in the master and preconfigured

An icon on the all users' Windows 7 desktop will be proposed to start the previous system as a VM

Performing a backup of the previous system


Windows pe and dism

Windows PE version 3.0 backup of the existing system

a minimal operating system designed to prepare a computer for Windows installation based on the Windows 7 kernel running in protected mode

included as a part of the Windows AIK version 2.0

isrequired to deploy Windows 7

used to

start a computer with no operating system (a bare-metal system

partition and format hard drives

copy disk images or initiate Windows Setup from a network share

Deployment Image Servicing and Management (DISM)

servicing offline image

mounting and unmounting WIM files

customizing Windows PE boot images

replaces many of the tools in previous versions of the Windows AIK (Pkgmgr.exe, Intlcfg.exe and PEimg.exe)

Windows PE and DISM


Image deployment wds

Windows Deployment Services backup of the existing system

typically, you do not use ImageX for deployment

WDS hosts boot images for Pre-Boot Execution Environment (PXE)

WDS enables companies to remotely administer and deploy .wim files

WDS replaces the Remote Operating System Installation (RIS) deployment technology

WDS\Transport Server with Multicasting (2008 Only) can image 1000’s of machines with minimal impact on the network

Image deployment: WDS


Image deployment mdt

Microsoft backup of the existing systemDeploymentToolkit

Unifies the tools and processes required for desktop and server deployment into a common deployment console and collection of guidance

Allows script based deployment and capture of images

Logic based driver injection, application deployment and patching

For Windows Server 2008 Roles can be installed and configured

Centralized management of deployment points, images, task sequences, applications and drivers

GUI front end that drives WAIK and underlying scripts

Image deployment: MDT


Light touch or zero touch
Light backup of the existing systemTouch or ZeroTouch ?

NO !


Mdt powerful proven supported free

As Microsoft says backup of the existing system

it'sverycomplex to use SCCMwithout MDT in a Win7 migration

MDT ismandatory to manage heterogenous or multilanguageenvironments migrations

Zero Touch without SCCM

just import a list of machines within the MDT database or simply insert this information in the customsettings.ini file

MDT: powerful, proven, supported & free


Demonstration1
Demonstration backup of the existing system

MDT 2010


Application deployment

Facts backup of the existing system

Applications can be deployed by MDT following the image deployment process

However, this is not a replacement of an Enterprise Software Distribution tool

Deploying .MSI files by means of AD onlyis not a viable option

Unfortunately, there's no real free valid ESD alternative

As a consequence

You will have to rely on yourexisting solution

If youdon't have one, thisshouldbe the opportunity to select one

But, your ESD solution selectioncriteriasshouldreally not bebased on Windows 7 deploymentfeatures and should focus on pure operationalfeatures (inventory, patch management, remote control, software distribution, ...)

Why ? Because, as we'veseenpreviously, deploying Windows 7 canbeentirely made in a fullyautomatedwayusingonly free, official and supported Microsoft tools

Application deployment


Integration

Integration can be considered at multiple levels backup of the existing system

AD integration: automated in MDT

Naming conventions, standard drivers, local passwordsrules: custom settings in MDT

Security integration: GPOs and security agents included in the master image

Operationalenvironment: ESD agent included in the master image

Applications corporate portfolio: eitherincluded in the image, deployed by MDT or bemeans of the ESD agent

Integration


Office 2010 migration tasks and tools
Office 2010 backup of the existing systemmigration tasks and tools


Office 2010 is a projet within the migration project

Concerns and tools are the same as with Office 2007 (User interface, Document compatibility, Macros)

Most of migration risks are classic to Office suite migration projects…

macros compatibility, document version changes, embedded security,...

But a few of them are really specific

document compatibility: OpenXML format

toolbars, custom menu

security

Office 2010 is a projet within the migration project


Office environment assessment tool oeat

C interface, Document compatibility, Macros)omprehensive environment scanning tool part of the App Compat kit on TechNet

Currently installed applications and installation environment

Add-ins currently in use by Office clients

Programs that are not registered as add-ins but still interact with Office programs

Environmental assessment (potential upgrade issues)

Add-ins assessment - list of 3d party programs and information about the program’s compatibility with Office 2010

Office Environment Assessment Tool (OEAT)


Office 2010 compatibility inspector tool ocit

This tool will integrate into Office VBA and VS interface, Document compatibility, Macros)

Use information collected from OM differences and perform a simple text search (likely candidate search) for known properties and methods in the Office OM that changed

It will give the user the option to comment/mark those areas in the code where text search has identified a possible OM match

Summary of total lines of code scanned as well as total lines identified as potential candidates for OM changes

A detailed report, with module name, line number, and links to remediation for each issue found with possibly a red/yellow flag for impact guidance

Scans Declare statements for 64-bit compatibility

Office 2010 Compatibility Inspector Tool (OCIT)


Discovery of office documents using the office migration planning manager ompm

OMPM provides scanning and reporting tools interface, Document compatibility, Macros)

Command-line execution

Can scan network shares, WebDav shares, and client systems

Aggregates scan results in a SQL Server or SQL Server Express database

Indicates potential compatibility issues IF legacy documents are converted to the 2007 XML format

Bulk conversion of the documents

Scan macro code for 32-bit versus64-bit compatibility

Discovery of Office Documents using the Office Migration Planning Manager (OMPM)

File Server

Migration PlanningManager

Desktop

SharePoint Server


Office documents compatibility experience
Office documents compatibility interface, Document compatibility, Macros)experience


Office document conversion

The conversion interface, Document compatibility, Macros)canbehandled

manually (let users to perform conversion attheir pace and set a deadline)

automatically (bulk conversion but with limitations)

We developed specific tools to fill gaps of Microsoft conversion tools

Templates conversion

Old documents deletion after successful conversion (optional)

Run incremental conversion (no double conversion)

Embedded pictures conversion

Detailed logging for trouble shooting

Office document conversion


Office suite installation

Config.XML compared to Customization Files (MSP for OCT) interface, Document compatibility, Macros)

Office suite installation


Other migration tasks and tools
Other interface, Document compatibility, Macros) migration tasks and tools


Project management

Microsoft tools are not free interface, Document compatibility, Macros)

Microsoft Project Professional is a standard

Excel stays its first concurrent solution

Microsoft Project Server is certainly a very good solution to manage all your projects portfolio and lifecycle but it requires a certain level of maturity at the IT department level

Most common free tool is Open Workbench

Project management


Testing

Testing is necessary interface, Document compatibility, Macros)

at the image level

at the application level

at the final result level(final result = a Win7 machine with everything active: applications, agents, security, GPOs... )

Testing

  • Unfortunately, desktop testing is not as mature as application development testing for historical reasons

    • Testing tends to be a manual process with simple tests cases & checklists. Results are manually consolidated inducing too much effort and errors

    • Putting in place simple test procedures and tools is always worthwhile

    • One classic free testingtool (not for automated tests but for creating tests cases & test plans, collecting tests results and to track test issues): Test Link


Training

Training could be handled typically with training courses interface, Document compatibility, Macros)

However, as an alternative and often a complement, it is common to propose to users an intranet online training

training guides

communications and support

a reference for users after the migration itself

A classic free tool for creating simple knowledge sharing sites: Mind On Site

Training


Conclusion
Conclusion interface, Document compatibility, Macros)


All the free ms tools we ve seen together

MAP interface, Document compatibility, Macros)

ACT

XP mode

ImageX

Sysprep

WinPE

DISM

USMT

Disk2VHD

Microsoft Virtual PC

MDT

WDS

OEAT

OCIT

OMPM

OCT

All the 'free' MS toolswe'veseentogether

  • Windows 7 migration tasks and tool

    • Software and hardware inventory

    • Application compatibility

    • Application packaging

    • Image creation

    • Data backup and restore

    • Image deployment

    • Applications deployment

    • Integration

  • Office 2010 migration tasks and tool

    • Office document scanning

    • Office document conversion

    • Office suite installation

  • Other migration tasks and tools

    • Project management

    • Testing

    • Training


Other ms tools we didn t see together today

We didn't see them interface, Document compatibility, Macros)

Because they are not free

BUT they are typically considered as part of a migration project

You should at least study them if you don't already have equivalent solutions in place

and evaluate if they can be interesting in your environment

These applications (available as demoatourbooth) are:

App-V

MED-V

Remote Desktop Services

VDI

SCCM

Other MS toolswedidn'tseetogethertoday


Windows desktop and servers xmp w hy sogeti is the 1 in windows 7 and office 2007 migrations today

XMP stands for interface, Document compatibility, Macros)eXcellence in Migration Projects

A FREE framework bringing you a predefined set of results:

Customized documents in order to design laboratories, tests plan, migration plan, imaging factory, packages factory, …

WBS, schedule plan, project teams definitions, Project risks definitions, cost control, quality control...

An estimation of effort, duration and budget

Customized project management tools and methods

… all the necessary expertise transfer on both technical and project management areas so that your Windows Migration Project will be successful

Covers 5 Microsoft technologies:Active Directory, Windows server, Windows 7, Office and Exchange !

Windows Desktop and Servers XMP Why Sogeti is the #1 in Windows 7 and Office 2007 migrations today

Microsoft DOVO inside !


Useful links

Microsoft Deployment Toolkit 2010 interface, Document compatibility, Macros)

http://technet.microsoft.com/en-us/solutionaccelerators/dd407791.aspx

Windows Deployment services

http://technet.microsoft.com/en-us/library/cc772106(WS.10).aspx

Windows 7 imaging

http://www.microsoft.com/learning/_silverlight/learningsnacks/win7/snack07/Default.html

http://blogs.technet.com/springboard/archive/2009/02/03/jeremy-chapman-on-deployment-tools-in-windows-7-part-1.aspx

http://blogs.technet.com/springboard/archive/2009/02/10/windows-7-deployment-tools-interview-with-jeremy-chapman-part-2.aspx

Using the Development Image Servicing and Management Tool for Servicing Windows 7 Images

http://www.microsoft.com/learning/_silverlight/learningsnacks/win7/snack07/Default.html

Analyze reports from OMPM

http://technet.microsoft.com/en-us/library/cc179165.aspx

OMPM Reports filtering reference

http://technet.microsoft.com/en-us/library/cc179217.aspx

Useful links


Thank you
Thank you interface, Document compatibility, Macros)

  • For more information, please do not hesitate to contact us

  • Lionel Cau

    • Microsoft Practice & Alliance Manager

    • [email protected]

    • +41 78 711 10 99

    • Sogeti Suisse

    • Rue du Rhône 65

    • CH-1204 Genève

Karim Cammoun

Senior System Architect

[email protected]

+41 76 40 40 144

Sogeti Suisse

Rue du PetitChêne 38

CH-1204 Lausanne


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