1514: Simplify Your Windows Migration -...

1514: Simplify Your Windows Migration Joseph Carson – Sr. Product Manager

Dr. Ian Atkin – Oxford University

Simplify Your Windows Migration 1

SYMANTEC VISION 2014

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Why Will You Migrate to Windows 7 or 8 or X?

Simplify Your Windows Migration

4

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 and Ugly

Higher support costs

Mainstream Support has ended

Security Issues

Extended support has Ended in April

The Bad & Ugly


Reduce Installation and Management Costs


Source: IDC May 2012 #234690

$0

$100

$200

$300

$400

$500

$600

$700

$800

$900

$1,000

Windows XP Windows 7 or 8

$870

$168

Management Costs of Older Systems Per PC Per Year

Installation Costs

…supporting older Windows XP installations, compared with a modern Windows

7-based solution, saddles organizations with a dramatically higher cost.

- - IDC

$177

$451

$324

$766

$0

$100

$200

$300

$400

$500

$600

$700

$800

$900

User Productivity Costs IT labor costs

2 years

5 years


Symantec = Windows Migration Experts

Presentation Identifier Goes Here 6

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

Easy to Use

• Supports migrations to Windows 7 & 8

• Proven imaging technology

• Supports in-place migrations

Touch Free

• Completely automate the migration process

• Little or no scripting

• Scales to any size

Reliable

• 300+ Million deployments / migrations

• 15+ years of experience

• Numerous awards and accolades

2013


cc

The Symantec Approach to a Successful Migration


Manage Manage systems after

your migration

Assess

Asses your environment and

plan your approach

Migrate

Prepare

Prepare for your migration

and plan what steps need to

be taken

Migrate your systems


Phase 1 to a Successful Migration


Assess 1

Prepare

Migrate Manage 2 3 4

Identify migration pain points

Determine hardware readiness

Evaluate software readiness

ASSESS YOUR ENVIRONMENT AND PLAN YOUR APPROACH


Migration Pain Points


Where are my favorites?

Where is my printer?

I can’t see my network drives…

How come I can’t…?

What about by MP3s?

End-User Concerns

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?

CIO / CFO 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?

IT Concerns


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.)?


Software Readiness Assessment


What kind of data resides on the user’s systems?

Which data is critical to the business?

What OS is currently installed?

What software packages are the end users running?




Assess

Environment

2 Prepare Migrate Manage 3 4

PREPARE FOR YOUR MIGRATION AND PLAN WHAT STEPS NEED TO BE TAKEN

1 Asses

Getting your team ready

Create standard hardware-independent images

Migrating applications

Capture user settings and personality

Preserving data


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


Create Standard Hardware-Independent Images


Create OS images with settings and configuration standardized for multiple users

Provide additional devices drivers

Include applications required for ALL computers in base image

Use standard configurations throughout your organization to reduce security gaps and vulnerabilities


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


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.



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


Phase 3 to Successful Migration


Assess

Environment

3 Manage 4

Different approaches to migration

Risk-free migrations

Pilot migration

Assemble and automate the migration process

MIGRATE YOUR SYSTEMS

1 Asses Migrate Prepare 2


Different Approaches to Migration


Move everyone to

common standard

Highly manageable,

but…

Expensive

Mass Migration

Maintain small set of

standard configurations

Combination of HW

refresh and re-imaging

Good cost/manageability

compromise for many

Batch Migration

Migrate on hardware

refresh schedule

Lower cost up-front, but…

Can create a management

nightmare

Gradual Migration


cc

Risk-Free Migrations


Single Hardware-independent image

Deploy specific software for worker function

Take Backup Deploy Image/

Software

Restore Personality

Restore Data

Snapshot PC with integrated backup technology

Gather only settings and desktop data with Deployment Solution

Restore familiar settings

Restore application settings

Restore from backup

User-console to restore data

Recover with a VM if necessary

1 2 3 4 5


Pilot Migration


Test with a simple pilot to ensure success

Provide timing and proper communication

Migrate based on the best approach for your

organization.


Assemble And Automate The Migration Process


Deploy the image

Capture personality settings Install prepared applications Restore personality settings




Assess

Environment

Measure and report on migration success

Symantec’s migration solutions

More considerations

Additional resources

MANAGE SYSTEMS AFTER YOUR MIGRATION

1 Asses Prepare 2 Migrate 3 4

Manage


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


Symantec’s Migration Solutions


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

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

Altiris™

Deployment Solution from Symantec

Altiris™

Client Management Suite from Symantec


cc

More Considerations For Your Migration

Simplify Your Windows Migration

26

Continuing Systems Management

Removal of User Local Admin Rights

Begin software virtualization initiative

Increase security with latest protection software

Protect data with data loss prevention

Plan endpoint backup and recovery

Migration


A Customer’s Perspective…

Simplify Windows Your Migration 27

28

Migrating to Windows 7 with Adrenelin

Dr Ian Atkin Altiris Infrastructure Manager, IT Services

Oxford University: Customer Story


Oxford University Background

29 Presentation Identifier Goes Here


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!


IT Services @ 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!


3000 fully managed

systems across

60 sites & 40

subnets

Anti-Virus Business Systems

Desktop Services

Libraries

Services

Citrix

Oxford’s IT Sevices Catalog....

Email Backup

Security

Networks

One of UK’s

largest private

networks. 55 TB

daily, 90K

devices, 300

Buildings

40,000 Mailboxes

500,000

messages/day

12,000

unmanaged

clients

1.2 PB Storage

2 Billion Files

1500 Servers

6000 Clients

32

1400 Incidents

over the last year

SYMANTEC VISION 2014 Presentation Identifier Goes Here 33

TRUSTED ADVISOR

The Desktop Administration Team

[email protected]


Migrating from Windows XP


SYMANTEC VISION 2014 35 Presentation Identifier Goes Here

Our 2013 Quagmire of Change

• The close of 2013 saw us still not migrating clients to Windows 7 Business background: Major internal organisational change


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.


Responding to the Challenge


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.


First Phase of Upgrades

Days Engineers Floor-Walkers

At the start of March, we began upgrading the ‘simplest’ machines. So, in 16 days how many machines did upgrade from Windows XP?


First Phase Outcome

Computers Upgraded

Average user downtime

Migrations a day

• Deployment simplifications meant that the Altiris team was rarely called upon to assist.

• Most users very pleased with the upgrade process.


Meeting the Challenges… 1. Coding 2. Infrastructure 3. Deployment 4. Remediation 5. Software 6. Hardware



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 ;-)


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


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


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


Software Challenge

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.


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


Timeline Overview


2013

Nov

2014

Jan

2014

Feb

2013

Dec

2014

Mar

2014

April

2014

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


Timeline Overview


2013

Nov

2014

Jan

2014

Feb

2013

Dec

2014

Mar

2014

April

2014

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


Timeline Overview


2013

Nov

2014

Jan

2014

Feb

2013

Dec

2014

Mar

2014

April

2014

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


Timeline Overview


2013

Nov

2014

Jan

2014

Feb

2013

Dec

2014

Mar

2014

April

2014

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


Timeline Overview


2013

Nov

2014

Jan

2014

Feb

2013

Dec

2014

Mar

2014

April

2014

May

• Ratified hardware pool now complete.

• Phase 2. Clients migrations begin.

• Custom code known to have high WTF ratios improved


Timeline Overview


2013

Nov

2014

Jan

2014

Feb

2013

Dec

2014

Mar

2014

April

2014

May

• 2,200 clients upgraded as of 1st 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!


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


Additional Resources


Assess

Environment

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

Prepare Migrate
















Questions?


Thank you!

Copyright © 2014 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.

Joseph Carson



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