Migrating to Windows 7 or 8 with Lenovo's Deployment Optimization Solutions
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Transcript of Migrating to Windows 7 or 8 with Lenovo's Deployment Optimization Solutions
James North, Lenovo ServicesMigrating to Windows 7/8 with
Lenovo’s Deployment
Optimization Solutions
2
Agenda
2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.
• Define challenges for XP migrations and beyond• Review Lenovo’s approach to migration and deployment solutions
through Deployment Optimization• Review the building blocks associated with Deployment Optimization• Detail a typical solution using Deployment Optimization
Define the Problem
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ᵡ
Hardware Support
Application Support
In Warranty
Age of PC ᵡ
vs.
Replace Win 7 Upgrade
Questions to consider• Should we try to make Microsoft’s April 8th
deadline
• Should we take a longer term approach to migration?
• How can we optimize our end-to-end deployment process for all systems?
• How much of this will be executed by technicians?
• Are all of my application truly ready for Windows 7/8?
• How do I communicate and set expectations with my users?
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Traditional manual migration is labor intensive• Roll-out plan development• Migration site survey• Project management• Desk-side migration delivered by technicians
• ~ 2.5 hours on average sitting at desk• Up to 1/3 the cost at desk-side
Who is going to do all of this work and how?
Planning and ExecutionThe migration challenge facing us
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One size does not fit allVP Corporate Office
Very low tolerance for down time
SalesRemote VPN Connection
Branch Offices Multiple PCs
Migrate the Masses
The migration challenge facing us
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1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 1991 1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013
Windows 3.0May 1990
Windows 3.1April 1992
Windows NT 3.1July 1993
Windows NT 3.5Sept 1994
Windows NT 3.51May 1995
Windows 95August 1995
Windows NT 4.0August 1996
Windows 98June 1998
Windows 2000Feb 2000
Windows XPOct 2001
Windows VistaNov 2006
Windows 7Oct 2009
9 Migrations in 10 Years
1 Migration in 8 Years
Do we still remember how to Migrate?The migration challenge
Lenovo’s Approach
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Assess & Plan (Lenovo Whiteboard Sessions)
Windows 7 Image Build and Test (Lenovo Image Consulting)
Image Load and BIOS Set (Lenovo Manufacturing)
Desk-Side Installation, Setup and Disconnect (Lenovo Technicians)
Migrate Data , Settings and Post Deployment Tasks (Lenovo Techs)
Project Management and Business Process (Lenovo PMO)
Measure and Report (Lenovo PMO)
Post Deployment Support (On-Site Lenovo Techs)
Lenovo methodology for new and existing systems
Deploy, refresh and migrate
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Migration & deployment automation services
Lenovo’ building block approach
Working together to affect deployment costs associated with:• Deployment Time• Technician Touch Time• Solution Complexity• IT Standardization
Deployment OptimizationNew Systems Rollout Existing Systems
Factory Integration Deployment Automation
Managed
DeploymentOS Migration
Deployment
Design
Lenovo Project Management Oversight
Deployment Design
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Solution design – whiteboard session
2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.
It’s a consultative workshop where your current deployment process is
mapped and we make recommendations on how these
processes can be improved
It allows different parts of your organization to come together learn about best practice solutions other customers are using and how they
can be used to create efficiencies in your process
Our solutions team documents your current and recommended future process workflows and details the
benefits
Reduced costs across the deployment including 80%
reduction in deployment time and transition to a user self serve
deployment process
Deployment Optimization Whiteboard
Session
Deployment
Design
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Solution design - A flexible modular approach
Comprehensive Portfolio
Dynamic, multi-vendor, multi-platform imagesOS and platform migrationVerification Simple Maintenance and supportModular deployment tasksScalable
Variability Line of Business Numerous Location /
Geographies Technicians Activities User Specific Content
Modules quickly support deployment needs and image changes
Module ModuleModule
Module
ModuleModule
Module Module
Module
Module
ModuleModule
Module Module
Module 1
Module 2
Module 3
Module 4
Module 5
Module 6
Deployment
Design
Factory Integration
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Why leverage Lenovo manufacturing
Advantages of First Stage Global Capacity Time
Efficiency Starts Here
The tools and process we use to load to standard content at manufacturing are the same tools and process we use to load customized content at manufacturing
Factory Integration
16© 2011 Lenovo Confidential. All rights reserved.��
Deployment Function
Required Deployment Time
Deployment w/o Lenovo
DeploymentLenovo Image Load
Deployment w/ Lenovo Image
Load & FBS
Image Load to HDD 30 Minutes Customer MFG MFG
Run Sysprep Process
20 Minutes Customer Customer MFG
Install Antivirus Software
5 Minutes Customer Customer MFG
Install SMS / LANDesk Software
5 Minutes Customer Customer MFG
Install Additional Common Apps
10 Minutes Customer Customer MFG
Encrypt Drive 180 Minutes Customer Customer MFG
Shutdown 1 Minute Customer Customer MFG
Deployment Menu Interview
2 Minutes Customer Customer Customer
Join Domain 2 Minutes Customer Customer Customer
Install User Specific Apps
10 Minutes Customer Customer Customer
Restart System for End-user Use
2 Minutes Customer Customer Customer
Total Customer Deployment Time 267 Minutes
237 Minutes
16 Minutes
Deployment Time Savings 0 Minutes 30 Minutes 251 Minutes
Better Best
Factory Integration
Deployment Automation
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Lenovo Advanced Deployment Services (ADS)
Automates the post image deployment process from within the image.
The problem:After an image is restored to a system, a great deal
of technician time is used to complete configuration of the image including: joining a domain, installing user specific applications, or moving user data.
The solution:ADS can fully automate the image deployment processes so technician’s touch time is significantly reduced. Deployment
Automation
Three Core Functions • Task Automation
• With network query intelligence
• User Friendly Logic Based Menu Wizard
• Automated Migration• Including automated
decommissioning
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Typical screenshots
Deployment Automation
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Customer Challenges:• Reducing cost• Defining variability• Creating structure/control to
minimize error• Automating tasks• Increasing simplicity and user
friendliness
ADS features:• Data migration• LOB applications loaded based on AD group
membership• Automated asset registration – tracking
assets out of the box• Automated language/regional settings• A process that restricts user input to prevent
errors (narrows the path)• Disciplined – everyone complies
Results of using ADS:IT’s Experience:
• Reduced cost (no tech, no depot, no downtime)
• Provided same apps as the end-user had before
End-User’s Experience:• Simple one-touch interface• Fast/simple migration• No downtime (increased end-user
satisfaction)• The new PC looks like before but
faster
Deployment Method: User Self-Serve Rollout
Customer Goal: To automate and simplify the process so end-users want to, and can, deploy their PC.
Lenovo ADS case study I
Deployment Automation
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Customer Challenges:• Scaling a large deployment with
very little knowledge of the variability in the environment
• Automating what we know• Preventing “lone wolf” techs having
their process
ADS features:• Domain join with AD, telling us
the OU to join• Automating data migration • Automating encryption• Automatically handling the
computer name
Results of using ADS:IT’s Experience:• A consistent process that everyone follows• Don’t have to be mature. Don’t need to have a
handle on the process • All my issues don’t need to be solved• IT can get more done with less people• Reduced touchEnd-User’s Experience:• Fast• IT technicians can still help me
Deployment Method: Scalable Technician-based Roll Out
Customer Goal: Increase the number of PCs a technician can deploy and with greater accuracy.
Lenovo ADS case study II
Deployment Automation
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Customer Challenges:• Structured / controlled environment• “Off the wire” deployments• Controlling expenses/ slashing costs• Preventing cross-shipping (users
sending PCs to techs)• Eliminating downtime• Recovery capability
ADS features:• VPN domain join• LOB applications cached locally for
installation• Peer-to-Peer data migration• Automated asset decommissioning
out of asset databases and AD• Automated DOD scrubbing of the
old system• Recovery partition
Results of using ADS:IT’s Experience:• No extra shipping costs• Tech’s involvement for issues only• Assets can be sent straight to recycler
End-User’s Experience:• No downtime (can still get my job done)• User empowerment: end-user’s
choice of deployment• Convenient (can choose when to deploy)
Deployment Method: Remote Sales Force Roll Out and Steady State
Customer Goal: To create a user driven process that is fast, simple, giving users choice, keeping users up and running, ensuring access to remote office, and that doesn’t require tons of bandwidth.
Lenovo ADS case study III
Deployment Automation
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New systems rollout – Sample workflow
Asset Tag applied
BIOS set
Base Image Loaded
Drivers Installed
Core apps loaded
Encryption if applicable
Role
Optional App
Installation
Join Domain
Automatic Asset
Registration
Automated Data
Migration over Peer
to Peer
Managed through a Lenovo Deployment Automation Solution
Lenovo manufacturingFirst Boot Services
Customer’s location orConfiguration Center
Solution pauses and is sent to customer location or configuration center Deployment Automation
Managed Deployment
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Technology deployment & migration services
Suite of deployment services Replace end of life/lease IT equipment Migrate to new operating systems Deploy new applications Upgrade existing equipment Relocate existing equipment
Pre-deployment services Readiness planning and design Assess current environment Business process and workflow consulting Pilot and POC
Post-deployment services Roving on-site post installation support Maintenance and warranty management Managed full-lifecycle PC support Image maintenance and standardization Asset Lifecycle management – on-boarding, off-boarding Asset recovery, disposal and management
Lenovo Deployment Solutions
Logistics & DistributionImage Development & Deployment Asset Tagging & TrackingDeployment & InstallationAsset Disposal & Redeployment
Managed
Deployment
OS Migration
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Identify Identify applications that need to be migrated
Rationalize Eliminate redundant efforts
Assess Compatibility
Identify and remediate compatibility issues
Plan Plan migration time line with business objectives
Package Package and stage applications for deployment
Deploy Deploy packaged applications to target environment
Application mapping and deployment
2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.
End-to-end application migration process
OS Migration
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Windows XP
Capture
Remove non-essential
Apply Win 7/8
Install applications
Join domain
Restore migration data
Windows 7
Lenovo’s InPlace Migration
2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.
A fully automated migration from
Windows XP to Windows 7 that is
integrated into a full ITIL Compliant
Process Engine.
• As Fast as 20 Minutes • No Deskside Technician• Data Never Leaves the Hard Drive• Multi Vendor
OS Migration
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User Readiness for Migration
• Defines User “Ready”• Email Notification• Start & End• Recommend • Blackout Dates
• Limit Scheduling Possibilities• Global, Default, Conditional• Conditions: OU, Group,
Property, and Collection• Time, Content, Type (Class)• Blackout Dates
User Readiness Constraints
OS Migration
Putting it together
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Managed Deployment - Example6 month project
• January – March− Upgrade/Integration of the SCCM
2007 to SCCM 2012− Application Remediation
• March – June− In-Place Windows 7 Migrations
From WIN XP to WIN 7− PC Refresh of WIN 7 PC− PC to Thin Client Window 7
Migration− Windows XP Embedded to Windows
7 Embedded Migration
• InPlace Windows 7 Migrations / PC Refresh/ Thin Clients/ Window 7 Embedded
− 480 Units per day
Project Staff
Lead Project Manager
• SCCM 2012 Upgrade & Application Remediation
− Project Manager− 2 Site Engineers− 3-4 Engineer Support Staff
• In-Place Windows 7 Migrations − Project Manager− InPlace Migration Architect− Helpdesk to handle issues
• PC Deployment/Scheduling/Support− 2 Project Manager− 2 Scheduling & Dispatch Field
Manager− 40 Field Technical Engineers
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Executive communication (t-45 days)
– Email notice
– High level Gantt chart on the plan
– PMs contact info, Executive sponsor and Town Hall communication
PM covers these topic at the Town Hall
– Client introduction and support of project
– Explanation of Gantt chart
– End-user email approach going out at t-30, t-15, and support plan
– Explanation of tested, validated, and in prep
End-user communications (t-30, t-15, t-7 and morning of)
– Provides templates and vehicle to distribute
Lenovo Project Team weekly updates to client project sponsors
Communication plan - Example
2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.
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Managed Deployment - Example
Deploy/ Upgrade
Project
Mgt.
Application
Remediation
SCCM
2012
Deployment
Planning
Kick off Planning & Schedule Development
Establish Reporting/ Update Cadence
Identification & Planning
Planning Implementation & Testing
Cut-Over & Sign-Off
Development, Test Sign-Off
Validate HW Orders, technician onboarding, roll-out schedule
Department Head Communications
Initial End-User Communications & Training
Begin Individual End-User Communications
Obtain Sigh-Off/ Approvals (key milestones/changes)
Reporting/ Updates
Project
Delivery
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July 1st
Win 7 migration project timeline - Example
ITC Image Development
•Requirements Gathered
Project Kickoff Meeting
(T-0)
ITC Develops Solution
(6 Weeks)
Project Plan & Communication
Completed
(T+14)
ITC Updates
(2 Weeks)
Client Final Test
(2 Weeks)
•InPlace Migration
•PC Deployment
(T+55)
Application Remediation Completed
(T+100)
Project Closure Meeting
(T-120)
2012 SCCM Upgrade & Integration
Start
(T+14)
Application Remediation Start
(T+14)
2012 SCCM Upgrade & Integration
Completed
(T+70)
JulyFebruary JuneMayAprilMarchJanuaryDecember
InPlace Migration & PC
Deploy Completed
(T+155)
Client Tests
Solution
(2 Weeks)
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Migration & Deployment Automation Services
Working together to affect deployment costs associated with:• Deployment Time• Technician Touch Time• Solution Complexity• IT Standardization
Deployment OptimizationNew Systems Rollout Existing Systems
Factory Integration Deployment Automation
Managed
DeploymentOS Migration
Deployment
Design
Lenovo Project Management Oversight
36
Sign up for a free 1 hour strategy session
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We can help you discover the answer and uncover initial next steps.
Sign up for a free 1 hour “let’s get started” strategy session
Thank you for attending today’s webinar. You will receive an email with your complimentaryWhite Paper downloads and you will be able to request a free strategy session from your Lenovo
support team.
2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.