1514: Simplify Your Windows Migration

Transcription

1 1514: Simplify Your Windows Migration Joseph Carson Sr. Product Manager Dr. Ian Atkin Oxford University Simplify Your Windows Migration 1

2 Welcome to Las Vegas Simplify Your Windows Migration SYMANTEC VISION 2

3 Pop Quiz What get consumed in Las Vegas more than the rest of the USA combined? How many people get married in Las Vegas each day? How long would it take to sleep in each hotel room in Las Vegas? In Eureka, Nevada men who wear moustaches are forbidden to do what? It is still "legal" to hang someone for what? Nevada is the largest?-producing state in the nation. Nevada takes its name from a Spanish word meaning? Simplify Your Windows Migration SYMANTEC VISION 3

4 4 Why Will You Migrate to Windows 7 or 8 or X? The Good Application support (XP) Connectivity Features (DirectAccess BranchCache) Everyone will move (90% Windows on Corporate PCs) Hardware support End-user Productivity (Interface - Search) Security (Applocker- BitLocker) The Bad & Ugly Higher support costs Security Issues Mainstream Support has ended The Bad and Ugly Extended support has Ended in April Simplify Your Windows Migration SYMANTEC VISION

5 Reduce Installation and Management Costs Installation Costs $900 Management Costs of Older Systems Per PC Per Year $1,000 $900 $800 $700 $870 $800 $700 $600 $766 $600 $500 $400 $300 $200 $168 $500 $400 $300 $200 $177 $324 $451 2 years 5 years $100 $100 $0 Windows XP Windows 7 or 8 $0 User Productivity Costs IT labor costs Source: IDC May 2012 # supporting older Windows XP installations, compared with a modern Windows 7-based solution, saddles organizations with a dramatically higher cost. - - IDC Simplify Your Windows Migration SYMANTEC VISION 5

6 Symantec = Windows Migration Experts Easy to Use Touch Free Reliable Supports migrations to Windows 7 & 8 Proven imaging technology Supports inplace migrations Completely automate the migration process Little or no scripting Scales to any size 300+ Million deployments / migrations 15+ years of experience Numerous awards and accolades 2013 Altiris Deployment Solution from Symantec 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 Presentation Identifier Goes Here SYMANTEC VISION 6

7 The Symantec Approach to a Successful Migration Assess Asses your environment and plan your approach Prepare Prepare for your migration and plan what steps need to be taken Migrate Migrate your systems cc Manage Manage systems after your migration Simplify Your Windows Migration SYMANTEC VISION 7

8 Phase 1 to a Successful Migration ASSESS YOUR ENVIRONMENT AND PLAN YOUR APPROACH Identify migration pain points Determine hardware readiness Evaluate software readiness Assess 1 Prepare Migrate Manage Simplify Your Windows Migration SYMANTEC VISION 8

9 Migration Pain Points End-User Concerns CIO / CFO Concerns Where are my favorites? Where is my printer? I can t see my network drives How come I can t? What about by MP3s? 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? Simplify Your Windows Migration SYMANTEC VISION 9

10 Hardware Readiness Assessment Review HW compliance (RAM, disk space, etc.) How many PCs will be replaced? Where are they located? Can non-compliant components be costeffectively upgraded (add RAM, add a hard drive, etc.)? Required network infrastructure changes (routers, upgraded bandwidth, etc.)? Simplify Your Windows Migration SYMANTEC VISION 10

11 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? Simplify Your Windows Migration SYMANTEC VISION 11

12 Phase 2 to a Successful Migration PREPARE FOR YOUR MIGRATION AND PLAN WHAT STEPS NEED TO BE TAKEN Getting your team ready Create standard hardware-independent images Migrating applications Capture user settings and personality Preserving data Assess 1 Environment 2 Prepare Migrate Manage 3 4 Simplify Your Windows Migration SYMANTEC VISION 12

13 Getting Your Team Ready Communication Identify key decision makers Plan how to inform all participants Setting Expectations Clearly define objectives Set achievable goals Opportunities Standardize the environment Harvest and consolidate software licenses Stay Focused Avoid out-of-scope projects Limit costs with a controlled project Simplify Your Windows Migration SYMANTEC VISION 13

14 Create Standard Hardware-Independent Images Create OS images with settings and configuration standardized for multiple users Include applications required for ALL computers in base image Provide additional devices drivers Use standard configurations throughout your organization to reduce security gaps and vulnerabilities Simplify Your Windows Migration SYMANTEC VISION 14

15 Migrating Applications Identify support status for Windows 7 or 8 Remediate any issues Establish application migration order Test application combinations Identify any compatibility challenges, repackaging or virtualization needs, and custom install requirements Simplify Your Windows Migration SYMANTEC VISION 15

16 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. Simplify Your Windows Migration SYMANTEC VISION 16

17 Data Preservation In-Place File Preservation Images Around End-user Data Create personality file data and settings Save to safe file folder Image with file preservation Restore personality to new OS Simplify Your Windows Migration SYMANTEC VISION 17

18 Phase 3 to Successful Migration MIGRATE YOUR SYSTEMS Different approaches to migration Risk-free migrations Pilot migration Assemble and automate the migration process Assess 1 Environment Prepare 2 Migrate 3 Manage 4 Simplify Your Windows Migration SYMANTEC VISION 18

19 Different Approaches to Migration Mass Migration Move everyone to common standard Highly manageable, but Expensive Batch Migration Maintain small set of standard configurations Combination of HW refresh and re-imaging Good cost/manageability compromise for many Gradual Migration Migrate on hardware refresh schedule Lower cost up-front, but Can create a management nightmare Simplify Your Windows Migration SYMANTEC VISION 19

20 Risk-Free Migrations Take Backup Deploy Image/ Software Restore Personality Restore Data Snapshot PC with integrated backup technology Gather only settings and desktop data with Deployment Solution Single Hardwareindependent image cc 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 Simplify Your Windows Migration SYMANTEC VISION 20

21 Pilot Migration Test with a simple pilot to ensure success Provide timing and proper communication Migrate based on the best approach for your organization. Simplify Your Windows Migration SYMANTEC VISION 21

22 Assemble And Automate The Migration Process Capture personality settings Install prepared applications Deploy the image Restore personality settings Simplify Your Windows Migration SYMANTEC VISION 22

23 Phase 4 to a Successful Migration MANAGE SYSTEMS AFTER YOUR MIGRATION Measure and report on migration success Symantec s migration solutions More considerations Additional resources Assess 1 Prepare 2 Migrate 3 Environment Manage 4 Simplify Your Windows Migration SYMANTEC VISION 23

24 Measure And Report On Migration Success Identify the total number of migrated systems Report problems encountered during migration Provide overall migration status Missing patches License verification Real-time usage data from on-demand applications Simplify Your Windows Migration SYMANTEC VISION 24

25 Symantec s Migration Solutions Altiris Deployment Solution from Symantec Altiris Client Management Suite from Symantec 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 Includes Deployment Solution Pre and post migration reporting Software and Hardware Inventory Application usage Policy-based software delivery Application management Software virtualization Patch management Remote control Simplify Your Windows Migration SYMANTEC VISION 25

26 More Considerations For Your Migration Continuing Systems Management Removal of User Local Admin Rights Begin software virtualization initiative Migration Increase security with latest protection software Protect data with data loss prevention Plan endpoint backup and recovery cc Simplify Your Windows Migration SYMANTEC VISION 26

27 A Customer s Perspective Simplify Windows Your Migration SYMANTEC VISION 27

28 Migrating to Windows 7 with Adrenelin Dr Ian Atkin Altiris Infrastructure Manager, IT Services Oxford University: Customer Story 28

29 Oxford University Background Presentation Identifier Goes Here SYMANTEC VISION 29

30 Oxford University As a Business Nearly a thousand years old Annual income 900m 20,000 Students * 5,000 Staff * 3,000 annual admissions A federation of 70 departments and 38 colleges A very complex organisation! Presentation Identifier Goes Here SYMANTEC VISION 30

31 IT Oxford University Central IT historically provided by 3 Departments IT Services formed in 2012 to help harmonise (think Romulan, Klingon and Federation merger) Result should be a less messy IT provision! Presentation Identifier Goes Here SYMANTEC VISION 31

32 Oxford s IT Sevices Catalog fully managed systems across 60 sites & 40 subnets 1400 Incidents over 1.2 PB the Storage last year 2 Billion Files ,000 Servers 6000 unmanaged Clients 40,000 clients Mailboxes 500,000 One messages/day of UK s largest private networks. 55 TB daily, 90K devices, 300 Buildings Libraries Services Citrix Business Systems Anti-Virus Desktop Services Networks Backup Security SYMANTEC VISION 32

33 The Desktop Administration Team TRUSTED ADVISOR Presentation Identifier Goes Here SYMANTEC VISION 33

34 Migrating from Windows XP Presentation Identifier Goes Here SYMANTEC VISION 34

35 Our 2013 Quagmire of Change The close of 2013 saw us still not migrating clients to Windows 7 Business background: Major internal organisational change Presentation Identifier Goes Here SYMANTEC VISION 35

36 Challenges This is two major projects. In order to manage Windows 7 we ll need Altiris 7 Project delivery timescales shrunk to 6 months with reduced budget Tech teams have no prior exposure to a managed Windows 7 platform or the CMS7 management tools. Presentation Identifier Goes Here SYMANTEC VISION 36

37 Responding to the Challenge Presentation Identifier Goes Here SYMANTEC VISION 37

38 General Approach Examine client upgrade scenarios. Do everything possible to remove delays due to remediation. Ensure the bare minimum people have to be involved in the deployment process Make everything look as simple as possible to tech teams The best solution is not always the solution that s technically the best. Presentation Identifier Goes Here SYMANTEC VISION 38

39 First Phase of Upgrades At the start of March, we began upgrading the simplest machines. So, in 16 days how many machines did upgrade from Windows XP? Days Engineers Floor-Walkers Presentation Identifier Goes Here SYMANTEC VISION 39

40 First Phase Outcome Most users very pleased with the upgrade process. Deployment simplifications meant that the Altiris team was rarely called upon to assist. Computers Upgraded Average user downtime Migrations a day Presentation Identifier Goes Here SYMANTEC VISION 40

41 Meeting the Challenges 1. Coding 2. Infrastructure 3. Deployment 4. Remediation 5. Software 6. Hardware Presentation Identifier Goes Here SYMANTEC VISION 41

42 Coding Challenge Challenge Even with simplification, lots of custom code to write to make the Windows 7 migrations work. Timescales just don t fit into time available. Solution Drop quality standards. Let code pass for now that makes you *shudder*. Assessment It felt horrible. But it kind of worked. Really repulsive code often improved in personal time as matter of pride ;-) Presentation Identifier Goes Here SYMANTEC VISION 42

43 Altiris Infrastructure Challenge Challenge No time/funds for 7.5 infrastructure. Performance issues known. Solution Simplest answer to use development SMP 7.1 virtual server Development SMP7.1 upgraded to 7.5 and promoted to production use, Virtualised (with already off-box Virtual SQL) No site servers DS6.9SP6 scripts to unschedule jobs and kill idle consoles. Assessment Upgrade successful! Minor Issue with certificates. Resolved by using a public cert (cheap for us). SMP7.5 lower with resource consumption than feared Presentation Identifier Goes Here SYMANTEC VISION 43

44 Deployment Challenge Challenge Migrate 10 machines simultaneously with an average migration time of ~1hr using a ~12GB image. Minimise network impact even on poor networks. Solution As site servers not an option, USB sticks to act as alternate image sources only quick solution. Custom Deployment scripts therefore required. Assessment Code has high WTF factor, but excellent deployment times Last minute move required from WinPE3 to WinPE4 imaging for USB3 support Presentation Identifier Goes Here SYMANTEC VISION 44

45 Remediation Challenge Challenge Win7 Migration job is an image deployments with an additional 20+ DS jobs. 1 in 10 machines anticipated to require remediation. IT staff need to know fast if something is wrong. Solution To simplify remediation, every deployment has Build Monitor and Build Report Assessment Techs now quickly know if any component of a build fails Job can be re-run in DS in a matter of seconds to rectify Generally around 5% of builds have suffer a job failure Only 1 in 300 builds fail in a way which requires a full re-deployment Presentation Identifier Goes Here SYMANTEC VISION 45

46 Challenge Software Challenge No time to get all software packaged ready for Windows7 go live Solution Use existing Altiris inventories to help phase project; leaving machines likely to give issue to the later phases Hire an extra software packager. Quick. Create self-install service for Windows 7 with low WTF factor. As project progresses, publish software to user self-install Install software manually where required. Assessment Great success. Users understanding of project constraints and love self-install. Presentation Identifier Goes Here SYMANTEC VISION 46

47 The Hardware Challenge Challenge ~50 models supported. No time/funds to ratify HII image against all hardware Solution Ratified 50% of models. Starting with most prolific first. Rest of hardware simply replaced Assessment Users happy for old hardware to be replaced. Reducing pool automatically provided opportunity to eliminate troublesome models Overall Cost/Speed benefit Presentation Identifier Goes Here SYMANTEC VISION 47

48 Timeline Overview Nov 2013 Dec 2013 Jan Feb Mar April May Round table discussions on simplifying migration options Non-essential project elements removed Proof-of-concept dev system built Deployment methodology formed Win7 Software classified & prioritised Presentation Identifier Goes Here SYMANTEC VISION 48

49 Timeline Overview Nov 2013 Dec 2013 Jan Feb Mar April May Project funding arrives!! DS6.9 & ImageInvoker upgraded. SMP7.5 POC switched to production Troubleshooting minor issues with Altiris Support Proof-of-concept approved Software builds for Win7 in full swing Presentation Identifier Goes Here SYMANTEC VISION 49

50 Timeline Overview Nov 2013 Dec 2013 Jan Feb Mar April May User Self-install now available USB imaging (with LAN failover) available Core hardware for phase 1 ratified Troubleshooting minor 7.5 issues with Altiris Support Presentation Identifier Goes Here SYMANTEC VISION 50

51 Timeline Overview Nov 2013 Dec 2013 Jan Feb Mar April May Phase 1. Clients with simplest software configurations migrated (i.e. Software we have packaged!) One blip in deployments: Firewall glitched on high load. Nasty to troubleshoot in rapidly changing environment. Work begins on custom code known to have high WTF ratios Presentation Identifier Goes Here SYMANTEC VISION 51

52 Timeline Overview Nov 2013 Dec 2013 Jan Feb Mar April May Ratified hardware pool now complete. Phase 2. Clients migrations begin. Custom code known to have high WTF ratios improved Presentation Identifier Goes Here SYMANTEC VISION 52

53 Timeline Overview Nov 2013 Dec 2013 Jan Feb Mar April May 2,200 clients upgraded as of 1 st May. Much effort now in manual software installs and technical advice to users to help them move from XP Transition for users and techs less painful than expected! Presentation Identifier Goes Here SYMANTEC VISION 53

54 Summary Not relying on user satisfaction permitted really fast decisions Problems with Windows 7 migration not technical SMP 7.5 very stable AND WORKS! DS6.9 still brilliant. We love it. Process overheads with SMP7.5 now close to parity with NS6 Altiris reputation restored internally Presentation Identifier Goes Here SYMANTEC VISION 54

55 Additional Resources Symantec Connect Deployment Solution on Symantec.com Client Management Suite on Symantec.com Assess Environment Prepare Migrate Simplify Windows Your Migration SYMANTEC VISION 55

56 Questions? Simplify Windows Your Migration SYMANTEC VISION 56

57 Thank you! Joseph Carson Copyright Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. This document is provided for informational purposes only and is not intended as advertising. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice. Simplify Windows Your Migration 57

58 Announcements Tuesday Wednesday EPM Luncheons. Eat lunch with EPM experts! During the scheduled lunch hours on Tuesday & Wednesday Sign-up using the session scheduler 2 Endpoint Management User Experiences (Augustus Ballroom) BYOD & IT Management Pro Win a GoPro Hero 3! Take full advantage of Vision for EPM Sign-up for 1 on 1 s Visit the Answer Lab (Center of Symantec Booth in the Expo Hall) Utilize the self-paced labs Join and participate in your local User Group Endpoint Management Announcements SYMANTEC VISION 58