UP B03 - Don't expire: Simplify Your Windows Migration Patrick Tyler - Distinguished System Engineer Mike Holmes IT HQ Department of the US Army Simplify Your Windows Migration 1
2 Why Will You Migrate to Windows 7 or 8? The Good Application support (XP) Connectivity Features (DirectAccess BranchCache) Everyone will move (99% 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 will end in 2014 Simplify Your Windows Migration SYMANTEC VISION 2013
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 #234690 supporting older Windows XP installations, compared with a modern Windows 7-based solution, saddles organizations with a dramatically higher cost. - - IDC 3
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 14+ 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 2013 4
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 5
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 2 3 4 6
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? 7
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.)? 8
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? 9
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 10
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 11
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 12
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 13
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. 14
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 15
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 16
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 17
Risk-Free Migrations 1 2 3 4 5 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 18
Pilot Migration Test with a simple pilot to ensure success Provide timing and proper communication Migrate based on the best approach for your organization. 19
Assemble And Automate The Migration Process Capture personality settings Install prepared applications Deploy the image Restore personality settings 20
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 21
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 22
Symantec s Migration Solutions Altiris Deployment Solution from Symantec Altiris Client Management Suite from Symantec Move easily from one solution to the next to enhance your capabilities 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 23
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 24
A Customer s Perspective Presentation Identifier Goes Here SYMANTEC VISION 2013 25
Headquarters, Department of the Army Pentagon Mission: Migrate ~ 15,000 nodes to Windows 7 in 7 months - About 50/50 hardware refresh vs. wipe and reload - 15 field technicians, 3 Altiris admins, 1 Altiris engineer - 60 operating system upgrades per night - user data captured - Windows 7 installed - user data restored - user software restored - 60 hardware refreshes per day Simplify Your Windows Migration SYMANTEC VISION 2013 26
Headquarters, Department of the Army - Pentagon Process for a Windows 7 Migration Who migrates and when? Inventory Solution Run report for all computers on the domain All computer-specific information All user-specific information All software information Base migration schedule on user s physical location Inventory gathered using Altiris (Exchange User Details) Simplify Your Windows Migration SYMANTEC VISION 2013 27
Headquarters, Department of the Army - Pentagon How do we migrate? Deployment solution One DS job handles the entire migration Capture User Data Install automation partition Reformat hard drive Apply hardware independent image We currently support over 50 models of computers with one image Install drivers Join to domain Restore User Data Restore User Applications Simplify Your Windows Migration SYMANTEC VISION 2013 28
Headquarters, Department of the Army - Pentagon Common Issues encountered Computer refuses to communicate with DS server Repair the WMI repository Data backup fails USMT error codes We have scripts to deal with most of these Unable to boot to Windows automation Automation partition installer fails Not enough contiguous space Defrag drive or delete OSTs Sometimes needs a little extra TLC Data restore fails Usually only because policy has not been successfully applied Simplify Your Windows Migration SYMANTEC VISION 2013 29
Additional Resources Symantec Connect http://www.symantec.com/community Deployment Solution on Symantec.com http://www.symantec.com/deployment-solution Client Management Suite on Symantec.com http://www.symantec.com/client-management-suite Assess Environment Prepare Migrate 30
Thank you! Patrick Tyler Email: Patrick_Tyler@symantec.com Mobile: +1 (513) 826-6409 SYMANTEC PROPRIETARY/CONFIDENTIAL INTERNAL USE ONLY Copyright 2013 Symantec Corporation. All rights reserved. Simplify Your Windows Migration 31