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Vista Migration without Irritation Confronting your Vista Fears. Name, Title. It’s not a matter of IF , it’s a matter of WHEN !.

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slide2
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

vista adoption media coverage
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

different approaches to migration
XP

XP

XP

XP

XP

XP

XP

XP

XP

XP

XP

2000

XP

XP

XP

2000

NT

XP

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

Vista

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
ziff davis types of migration
Hardware Refresh

Batch Migration

Mass Migration

Ziff Davis: Types of Migration

Ziff Davis Enterprises survey, March 2007

vista adoption timing
Forklift 14%

Hardware Attrition 57%

Migration Plans

# of Customers Migrating

9%

Not sure

Early ‘07

4th Q ‘07

2008

Gartner – Michael Silver, Jan 2007

Vista Adoption Timing

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

ziff davis timeframe to begin migrations
Ziff Davis: Timeframe to Begin Migrations

Ziff Davis Enterprises survey, March 2007

why upgrade to windows vista
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
symantec is the migration expert
Symantec is the Migration Expert!
  • MIGRATION EXPERTS
    • 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
  • SUPERIOR SOLUTIONS
    • Best of breed, award-winning migration capabilities
    • Integrated, automated, and scalable
    • Ties to a common CMDB for on-going management
  • CUSTOMER-PROVEN APPROACH
    • 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
  • SYMANTEC DELIVERS RESULTS!
customer international finance firm
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

Challenge

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

significant migration challenges
?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
hardware compatibly concerns
Hardware Compatibly Concerns

I have to have how

much video memory?

1000 PCs that need

to be replaced

= $$$$$$$

My current drivers

won’t work?

hardware readiness assessment process
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

hardware readiness assessment
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.)?
ready to replace hardware
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
application migration methodology
Application Migration Methodology
  • Start migrating most business critical
  • Start migrating most commonly used/popular
  • Harvest licenses
  • Fresh start
application compatibility concerns
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”

application compatibility is an issue
Application Compatibility is an Issue
  • 480 apps written for Vista
  • 1491 apps Vista certified
  • Millions of Windows apps exist
application compatibility process
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
commercial legacy and custom applications
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!

harvesting unused licenses
Harvesting Unused Licenses

Determine used applications

Harvest unused licenses

Application

Metering Data

Inventory Data

vista software compatibility assessment
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

reasons applications may fail in vista
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.)

SVS

MSI & Manifests Required

Wise Package Studio

evaluate your applications
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?

evaluate your applications cont
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

evaluate current compatibility solution
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

act 5 0 compatibility administrator
ACT 5.0 Compatibility Administrator
  • Find and apply shims for known applications
  • Manually apply shims for unknown applications
introducing application compatibility suite
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

minimize disruption to business
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?”

six steps to a successful migration
4

APPLICATION

PACKAGING

& COMPATIBILITY

3

IMAGE BUILD

PROCESS

5

MIGRATION &CONFIGURATION

2

DATA & SETTING

PRESERVATION

6

POST MIGRATION

REPORTING

1

PRE-MIGRATION

READINESS

ASSESSMENT

  • AUTOMATED
  • INTEGRATED
  • COMMON CMDB
Six Steps to a Successful Migration

ONGOING

MANAGEMENT

WITH

ALTIRIS CMS

XP, 2000, NT, 98

VISTA

bdd and symantec 6 step process
BDD and Symantec 6-Step Process

Microsoft

Symantec/Altiris

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

altiris solutions and bdd tools
Altiris Client Management Suite

Altiris Deployment Solution

Altiris Solutions and BDD Tools

ACT

6 Steps of Migration

HW-AT

diskpart

imageX

BDD

WIM

WDS

Image Mgr

USMT

slide48
OS Image

Pilot

Client Hardware & Software

Implement

Migration Infrastructure

Personality Template

(Data & Settings)

App Packaging &Compatibility

Infrastructure & Security

Deployment Plan

Zero-Touch Migration & Report

Migration Process

Build Parts

Assess

Create Job

Deploy

  • Capture Personality
  • Deploy OS
  • Install Apps(conditional by group/OU)
  • Restore Personality
  • Report

MANAGE

slide49
Demo

Create Job

build best practices
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)
avoid bad transplants
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
2 in place migration with pct
1

2

3

4

5

Personality Template

(Data & Settings)

2. In-Place Migration with PCT

Win XP/2000/98

Capture PC personality

Put personality in embedded partition

WinPE/Preboot

Image with Windows Vista

Firm copy PCT back to image

Vista

Launch PCT package on Vista

3 pct integrated with recovery
Personality Template

(Data & Settings)

3. PCT Integrated with Recovery

Files/Data

Recovery

Server

Registry

User Settings

Application Settings

Client

File

Server

pct and recovery
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
create your standard desktop image
OS ImageCreate 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
three methods of hardware independent imaging
OS ImageThree 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)
    • http://juice.altiris.com/deploy
    • Automatically gather drivers
    • Automatically sort and distribute drivers
  • Altrinsic (HIIS)
    • http://www.altrinsicsolutions.com
    • Automated Process using existing inventory information
    • Automatic DS job creation
manual method
OS ImageManual 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

:VMWare

Xcopy f:\drivers\VMWare C:\drivers

Exit 0

:GX270

Xcopy f:\drivers\GX270 prod:\drivers

Exit 0

:05BC

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

Exit 0

automated driver collection hii
OS ImageAutomated Driver Collection (HII)

Automated Process

Driver Collector EXE

Drop Folder

Automated Sorting

prepare source computer with sysprep
OS ImagePrepare 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”
create master unattend xml with tokens
OS ImageCreate Master unattend.xml With Tokens

Naming:

%COMPNAME%

OEM Info:

%#[email protected]%

%#[email protected]_num%

Domain Joining:

%DOMAIN%

Install Altiris AClient

%ProgramFiles%\Altiris\AClient\DAgent.msi -qn server_tcp_addr=192.168.237.154 server_tcp_port=402

Altiris AClient Installation

20

create a tokenized unattend xml
OS ImageCreate a ‘Tokenized’ unattend.xml
  • Insert DS tokens into Windows System Image Manager (SIM)
  • Use token replacement in DS
post migration reporting
Zero-Touch Migration & ReportPost 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
symantec migration portfolio
Altiris

Migration

Suite

Altiris

Client Management

Suite

Altiris Application

Compatibility

Suite

Imaging and deployment

Application management

Software packaging & testing

Inventory

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
got ghost
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
symantec ghost and altiris solutions
Altiris

Deployment

Solution

Altiris

Client Management

Suite

Symantec

Ghost

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
how symantec can help
How Symantec Can Help

Automate the Migration Process

Eliminate End User Downtime

Standardize Systems

automate the migration process
Average cost for deploying a new PC:*

Manual Deployment

$298

$81

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

eliminate end user downtime
End user migration-related downtime:*

Manual Deployment

5.25 hours

1.25 hours

AutomatedDeployment

*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

standardize systems
*Source: GartnerStandardize 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

vista migration costs
Vista Migration Costs

Source: Gartner – Jan 2007

symantec alleviates your vista migration fears
?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
get more information
Get More Information
  • http://www.easyvistamigration.com
  • http://www.altiris.com/vista
  • http://www.symantec.com/vista
vista migration without irritation
Vista Migration without Irritation

THANK YOU

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.

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