Welcome How to upgrade your desktops to Windows

Welcome

How to upgrade your desktops to Windows XP and Office XP

What we will cover: • Upgrading to Windows XP and Office System 2003 using BDD – Migration including User State – Application Compatibility – Office Local Source install – Office Transforms

Prerequisite Knowledge • Active Directory / Group Policy • Working knowledge of SMS 2003 Administrator Console • Working knowledge of SMS 2003 software distribution features and package definitions • Scripting Level 200

Agenda • • What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD • Deploying to a New Hard Drive • User State Migration • Deploying an In-Place Upgrade

What is BDD? Microsoft Solution Accelerators • Targeted at defined customer scenarios • Addressing Integrated. ITpeople, process, and challenges technology Pro technology business • Covers the entire lifecycle • Engineered, tested, and validated Microsoft Solutions for Solution for Infrastructure & • Microsoft Supported Security UNIX Migration Management Solutions for Small & Medium Business Microsoft Operations Framework Reference Architecture (previously “MSA”)

What is BDD? Standard vs. Enterprise Standard Customer Enterprise 25 -500 Workstations 500+ Workstations Effort Light Touch/ Zero Touch Media for Install CD/DVD Network CD/DVD Infrastructure LAN (AD Recommended) LAN with Active Directory

Agenda • • What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

Introduction to OSD Feature Pack • Capable of new computer install and refreshes OS • Adds support to SMS 2003 for deploying new OS images to desktops in a distributed environment • Uses WIM image format: saves local data • Supports custom scripts and migration tools

Introduction to OSD How OS Deployment Works 1 SMS inventory is used to create a “collection. ” Computers are targeted for refresh. 2 Client receives advertisement for OS refresh, saves user state. 3 SMS delivers bootable Windows PE image using WIM to existing OS partition. 4 Boot files are modified, reboots to Windows PE on hard disk, then cleans disk. MOM SMS Server Logs all activity Target Machine SMS Client Agent Pre-OS Bootable Hard OS Windows Disk PE 5 Compressed WIM OS image is downloaded and installed. 6 Image is personalized and boots to full OS with SMS agent. 7 SMS Advanced Client agent starts up. 8 SMS delivers role-based applications and post-OS configuration. User state is restored. Windows Image Delivery OS Image. PE Delivery Application Delivery SMS Advanced Client Agent Windows-Present

Introduction to OSD Known Issue • Issue: – OSD Feature Pack released November 16, 2004 – Control File changes lost on uninstall • Resolution: – December 17, 2004 version resolves problem – Download and install over the previous installation

demonstration Introduction to OSD u Creating an OSD Image Capture CD

Agenda • • What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

Installing XP • Manual Install or Automated? – CD based; usually manual – Network Based; usually automated • Answer files – Notepad – Setup Manager – Windows Pre-installation Environment (Win. PE) • Application Compatibility

Installing XP (cont…) • Partition Size • File System – Convert or Format – NTFS or FAT • Multilingual • Applications • Best Practices

Installing XP: Tools • Answer Files – – Winnt. sif Unattend. txt Sysprep. inf Use ref. chm and deploy. chm (much better in XP) • Setup Manager • Windows Pre-installation Environment – 32 bit CD based boot environment with Network access and built in firewall. Can be deployed using RIS.

Installing XP: Applications • Decide Core Apps – Anti-virus – Anti-spyware – Productivity tools (Office, Adobe etc. ) • Test for Compatibility – Prioritise Applications – Test – Deploy fixes

demonstration Setup Manager u Creating an answer file using setup manager

Agenda • • What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

Installing Office • • Packages Environment Customization Distribution

Installing Office (cont…) • Packages – Which ones to install? – Do you need legacy package interoperability? • Environment – Network Capacity – Workstation and Server capabilities

Installing Office • Customisation – Components – Settings / Modifying Shortcuts – Chaining Files – MST File / Command line • Distribution – Administrative Install – Compressed CD – Local Source Cache

demonstration Custom Installation Wizard u u Creating a transform file (MST) Changing a setting using the command line

Agenda • • What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

OS Image Creation with OSD Windows Imaging Format and USMT • WIM Format Component – File-based and non-destructive – Automates to eliminate duplicate files – Provides high image compression • Integrates with USMT for image installation task sequencing – User notification – State capture and restore

OS Image Creation with OSD Image Distribution Process OS Image Development Machine SMS Server WIM Image SMS Collection WIM Image SMS Distribution Points

OS Image Creation with OSD Image Capture Wizard

OS Image Creation with OSD London Scenario Refreshed PC – Preserve User Upgrade PC – Transfer User New PC – No User State

demonstration Image Creation with OSD u u Capturing a master image using the Image Capture Wizard Create and configure the OS Package in SMS Administrator

Agenda • • What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

Deploying to a New Hard Drive System Requirements • Image Installation CD • Network Connection

Deploying to a New Hard Drive London Scenario Contoso Standard Image Refreshed PC – Preserve User Upgrade PC – Transfer User New PC – No User State

demonstration Workstation Deployment: A New/Blank Hard Drive u Using OSD to deploy to a new/blank hard drive

Agenda • • What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

User State Migration Restoring User Settings and Data • Balances between standardized desktops and user state migration • Scan. State and Load. State plus. infs • Migrates data files and user settings • Provides guidance for modifying USMT scripts to achieve goals

User State Migration USMT 2. 6 Changes • Can migrate multiple user profiles – Uses local system account – Profile filtering: Avoids non-user profiles – Can migrate from non-domain computer • Is more network aware • Includes enhanced remote operation – Progress logging and more command-line options – Heartbeat

User State Migration USMT in OS Deployment 1 SMS inventory is used to create a “collection. ” Computers are targeted for refresh. 2 Client receives advertisement for OS refresh, saves user state. 3 SMS delivers bootable Windows PE image using WIM to existing OS partition. 4 Boot files are modified, reboots to Windows PE on hard disk, then cleans disk. MOM SMS Server Logs all activity Target Machine SMS Client Agent Pre-OS OS 5 Compressed WIM OS image is downloaded and installed. 6 Image is personalized and boots to full OS with SMS agent. 7 SMS Advanced Client agent starts up. 8 SMS delivers role-based applications and post-OS configuration. User state is restored. Windows PE Image Delivery SMS Advanced Client Agent Windows-Present

demonstration User State Migration u Introduction to the User State Migration Tool

Agenda • • What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

Deploying an In-Place Upgrade System Requirements • SMS Advanced Client • Network Connection

Deploying an In-Place Upgrade London Scenario Contoso Standard Image Refreshed PC – Preserve User Upgrade PC – Transfer User New PC – No User State

demonstration Workstation Deployment: An In. Place Upgrade u Using OSD to deploy an in-place upgrade

Session Summary • BDD is a solution for desktop deployment consisting of applications, procedures, and documents • BDD Enterprise can be used to perform automatic, “zero touch” OS installations • The SMS Operating System Deployment Feature Pack can deploy OS images automatically across the network

For More Information… • Visit Tech. Net at www. microsoft. com/technet • For additional information on books, courses and other community resources that support this session visit www. microsoft. com/technet/tnt 1 -127 and www. microsoft. com/technet/tnt 1 -61

Microsoft Press Inside information for IT Professionals To find the latest titles, visit www. microsoft. com/learning/books/

Microsoft Learning Training Resources for IT Professionals Course Title Available 2520 Deploying Microsoft Windows XP Professional Now 2596 Managing Microsoft Systems Management Server 2003 Now To see the detailed syllabus or to locate a training provider please visit www. microsoft. com/learning

Assess Your Readiness Microsoft Skills Assessment What is Microsoft Skills Assessment? • • Self-study learning tool to evaluate readiness for product and technology solutions, instead of job roles (certification) Windows Server 2003, Exchange Server 2003, Windows Storage Server 2003, Visual Studio. NET, Office 2003 Free, online, unproctored, and available to anyone Answers the question: “Am I ready? ” Determines skills gaps and provides learning plans with Microsoft Official Curriculum courses Post your High Score to see how you stack up • visit www. microsoft. com/assessment • •

Be a Microsoft Certified Desktop Support Technician (MCDST) • What is the MCDST certification? – Premier certification for support professionals that proves you have the skills to successfully support end users and to successfully troubleshoot desktop environments running on the Microsoft Windows operating systems. • How do I become an MCDST on Microsoft Windows XP? – Pass two core exams • Operating Systems • Supporting Desktop Applications – Available in January • Where do I get more information? www. microsoft. com/mcdst

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