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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@example.com, firstname.lastname@example.org. Agenda.
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Karim Cammoun & Lionel Cau
Sogeti Suisse – Microsoft Infrastucture Transformation (MIT) Team
Rue du Rhône 65, 1204 GENEVE
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
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 laterMarket views on Windows 7 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
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 : 22.04.2011Windows 7 and downgrades
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 levelHardware inventory
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
How many applications do I have?
How much is it going to cost to fix them?
What business problem does this software solve?
Who needs this software to do their jobs?
How many users depend on this software?
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?
Where, and by whom, is the software being used?Application inventory objectives
There's really no significant difference between standard tools
As soon as youcan export data in Excel format, that'sjust fine
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
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 VirtualizationMicrosoft Assessment and Planning Toolkit
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 costsApplication Compatibility Toolkit 5.5
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
Setup Analysis Tool
Standard User Analyser
Application Compatibility Administrator (Shims)How does ACT 5.5 Work?
Data Collection Packages
Application Compatibility Manager
Log Collection Service
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 hopeStrengths and Weaknesses of Compatibility Evaluators
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 standardizedACT results must be completed
Schims 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
Support negotiableShims allow Windows to change behavior
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 applicationsApplications packaging
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
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
isstillneeded of course
you must run sysprep with the /generalize option, even if the computer has the same hardware configurationImage creation: ImageX and Sysprep
isrequired to support Windows 7 deployments
safely migrates user accounts, operating system and application settings
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
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
Support for shadow copyData backup and restore
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?
Exclusions – mp3 files, iso, vhd
Application-based user settings – link with Application lifecycle managementDefine USMT requirements
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 VMPerforming a backup of the previous 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
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
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 networkImage deployment: WDS
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 scriptsImage deployment: MDT
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 fileMDT: powerful, proven, supported & free
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 toolsApplication deployment
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 agentIntegration
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
securityOffice 2010 is a projet within the migration project
Comprehensive 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 2010Office Environment Assessment Tool (OEAT)
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 compatibilityOffice 2010 Compatibility Inspector Tool (OCIT)
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 compatibilityDiscovery of Office Documents using the Office Migration Planning Manager (OMPM)
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
Old documents deletion after successful conversion (optional)
Run incremental conversion (no double conversion)
Embedded pictures conversion
Detailed logging for trouble shootingOffice document conversion
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 WorkbenchProject management
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
However, as an alternative and often a complement, it is common to propose to users an intranet online training
communications and support
a reference for users after the migration itself
A classic free tool for creating simple knowledge sharing sites: Mind On SiteTraining
Microsoft Virtual PC
OCTAll the 'free' MS toolswe'veseentogether
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:
Remote Desktop Services
SCCMOther MS toolswedidn'tseetogethertoday
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 !
Windows Deployment services
Windows 7 imaging
Using the Development Image Servicing and Management Tool for Servicing Windows 7 Images
Analyze reports from OMPM
OMPM Reports filtering reference
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