Welcome. How to upgrade your desktops to Windows XP and Office XP.

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

Level 200Level 200

• Active Directory / Group Policy

• Working knowledge of SMS 2003 Administrator Console

• Working knowledge of SMS 2003 software distribution features and package definitions

• Scripting

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

MicrosoftSolutions for

Infrastructure &Management

Reference Architecture (previously “MSA”)

MicrosoftSolutions for

Security

MicrosoftSolution for

UNIX MigrationMicrosoftSolutions

forSmall &MediumBusiness

MicrosoftOperationsFramework

Addressing IT Pro technology business challenges

• Targeted at defined customer scenarios

• Integrated people, process, and technology

• Covers the entire lifecycle

• Engineered, tested, and validated

• Supported

What is BDD?Standard vs. Enterprise

Standard Enterprise

Customer 25-500 Workstations 500+ Workstations

Effort Light TouchLight Touch/Zero Touch

Media for Install CD/DVDNetworkCD/DVD

InfrastructureLAN

(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

• 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 OSDOSD Feature Pack

Target Machine

SMS Advanced Client Agent Windows-Present

MOM

HardDisk

Logs all activity

SMSServer

SMS inventory is used to create a “collection.” Computers are targeted for refresh.

Client receives advertisement for OS refresh, saves user state.

11

22

33SMS delivers bootable Windows PE image using WIM to existing OS partition.

55

66

77

Compressed WIM OS image is downloaded and installed.

SMS Advanced Client agent starts up.

SMS delivers role-based applications and post-OS configuration. User state is restored.

88

Application Delivery

SMS ClientAgent Pre-OS

Windows PE Image Delivery

Boot files are modified, reboots to Windows PE on hard disk, then cleans disk.

44

OS Image Delivery

BootableWindows PE

OS

Image is personalized and boots to full OS with SMS agent.

Introduction to OSDHow OS Deployment Works

Introduction to OSDKnown 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

Introduction to OSDIntroduction to OSD

Creating an OSD Image Capture CDCreating an OSD Image Capture CD

demonstrationdemonstration

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 (WinPE)

• 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

Setup ManagerSetup Manager

Creating an answer file using setup managerCreating an answer file using setup manager


Agenda


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

Custom Installation WizardCustom Installation Wizard

Creating a transform file (MST)Creating a transform file (MST) Changing a setting using the command lineChanging a setting using the command line


Agenda


OS Image Creation with OSDWindows 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

SMSServer

OSImage

Development

Machine

SMSDistributio

n Points

SMSCollection

OS Image Creation with OSDImage Distribution Process

WIMImage

WIMImage

WIMImage

OS Image Creation with OSDImage Capture Wizard

OS Image Creation with OSDLondon Scenario

New PC –No User State

Upgrade PC –Transfer User

Refreshed PC –Preserve User

Image Creation with OSDImage Creation with OSD

Capturing a master image using the Image Capturing a master image using the Image Capture WizardCapture Wizard

Create and configure the OS Package in SMS Create and configure the OS Package in SMS AdministratorAdministrator


Agenda


Deploying to a New Hard DriveSystem Requirements

• Image Installation CD

• Network Connection

Deploying to a New Hard DriveLondon Scenario



Refreshed PC –Preserve UserContoso

Standard Image

Workstation Deployment: A Workstation Deployment: A New/Blank Hard DriveNew/Blank Hard Drive

Using OSD to deploy to a new/blank hard Using OSD to deploy to a new/blank hard drivedrive


Agenda


• Balances between standardized desktops and user state migration

• ScanState and LoadState plus .infs

• Migrates data files and user settings

• Provides guidance for modifying USMT scripts to achieve goals

User State MigrationRestoring User Settings and Data

User State MigrationUSMT 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

Target Machine

SMS Advanced Client Agent Windows-Present

MOM

Logs all activity

SMSServer

SMS inventory is used to create a “collection.” Computers are targeted for refresh.

Client receives advertisement for OS refresh, saves user state.

11

22

33SMS delivers bootable Windows PE image using WIM to existing OS partition.

55

66

77

Compressed WIM OS image is downloaded and installed.

SMS Advanced Client agent starts up.

SMS delivers role-based applications and post-OS configuration. User state is restored.

88

SMS ClientAgent Pre-OS

Boot files are modified, reboots to Windows PE on hard disk, then cleans disk.

44OS

Image is personalized and boots to full OS with SMS agent.

User State MigrationUSMT in OS Deployment

Windows PE Image Delivery

User State MigrationUser State Migration

Introduction to the User State Migration ToolIntroduction to the User State Migration Tool


Agenda


Deploying an In-Place UpgradeSystem Requirements

• SMS Advanced Client

• Network Connection

Deploying an In-Place UpgradeLondon Scenario



Refreshed PC –Preserve UserContoso

Standard Image

Workstation Deployment: An In-Workstation Deployment: An In-Place Upgrade Place Upgrade

Using OSD to deploy an in-place upgradeUsing 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…

www.microsoft.com/technet/tnt1-127

and

www.microsoft.com/technet/tnt1-61

• Visit TechNet at www.microsoft.com/technet• For additional information on books, courses and other

community resources that support this session visit

http://www.microsoft.com/technet/tnt1-127

http://www.microsoft.com/technet/tnt1-61

Microsoft PressInside information for IT Professionals

To find the latest titles, visit

www.microsoft.com/learning/books/

http://www.microsoft.com/mspress/books/6530.asp



Microsoft LearningTraining 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 ReadinessMicrosoft 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

www.microsoft.com/technet/subscriptions

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TechNet SubscriptionsHave You Heard the News?30% Off New TechNet Subscriptions

Offer valid until 30th June 2005

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Where Can I Get Help?• Attend a free chat or Web cast

www.microsoft.com/technet/community/chatswww.microsoft.com/technet/community/webcasts

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Welcome. How to upgrade your desktops to Windows XP and Office XP.

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Transcript of Welcome. How to upgrade your desktops to Windows XP and Office XP.