MIGRATING TO WINDOWS 7 OR 8 WITH LENOVO'S DEPLOYMENT OPTIMIZATION SOLUTIONS
If you haven't migrated from Windows XP, you will soon face security risks, support challenges, and increased costs. Lenovo can customize migration solutions to support your organization—no matter what your infrastructure looks like.
Learn how Lenovo can help you:
- Create a migration solution that addresses your needs
- Get started with your migration
- Handle application remediation
- Use existing PCs, buy new, or both
- Securely and safely dispose of old systems
For more information or to see this archived webinar recording go to http://www.lenovo.com/us/en/solutions/xp-migration-webinar.shtml
Migrating to Windows 7 or 8 with Lenovo's Deployment Optimization Solutions
1.
2. 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
3.
4. 4
ᵡ
Hardware Support
Application Support
In Warranty
Age of PC
ᵡ
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?
5. 5
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 Execution
The migration challenge facing us
6. 6
One size does not fit all
VP Corporate Office
Very low tolerance
for down time
Sales
Remote VPN
Connection
Branch Offices
Multiple PCs
The migration challenge facing us
7. 7
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 3.0
May 1990
Windows 3.1
April 1992
Windows NT 3.1
July 1993
Windows NT 3.5
Sept 1994
Windows NT 3.51
May 1995
Windows 95
August 1995
Windows NT 4.0
August 1996
Windows 98
June 1998
Windows 2000
Feb 2000
Windows XP
Oct 2001
Windows Vista
Nov 2006
Windows 7
Oct 2009
9 Migrations in 10 Years 1 Migration in 8 Years
Do we still remember how to Migrate?
The migration challenge
8.
9. 9
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
10. 10
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
11.
12. 12
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
13. 13
Solution design - A flexible modular approach
Comprehensive Portfolio
Dynamic, multi-vendor, multi-platform images
OS and platform migration
Verification
Simple Maintenance and support
Modular deployment tasks
Scalable
Variability
Line of Business
Numerous Location /
Geographies
Technicians Activities
User Specific Content
Modules quickly support deployment needs and image changes
Module ModuleModule Module
Module Module
Module Module
Module Module
Module 1
Module 2
Module 3
Module 4
Module 5
Module 6
Deployment
Design
14.
15. 15
Why leverage Lenovo manufacturing
Advantages of First Stage
Global
Capacity
Time
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
18. 18
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
20. 20
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
21. 21
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 touch
End-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
22. 22
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
23. 23
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 manufacturing
First Boot Services
Customer’s location or
Configuration Center
Solution pauses and is sent to customer location or configuration center Deployment
Automation
24.
25. 25
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 &
Distribution
Image
Development
& Deployment
Asset Tagging
& Tracking
Deployment &
Installation
Asset
Disposal &
Redeploymen
t
Managed
Deployment
26.
27. 27
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
29. 29
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
30.
31. 31
Managed Deployment - Example
6 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
32. 32
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.
33. 33
Managed Deployment - Example
Deploy/
Upgrade
Kick off
Planning &
Schedule
Development
Establish
Reporting/
Update
Cadence
Identification
& Planning
Planning Implementati
on & Testing
Cut-Over &
Sign-Off
Development, T
est 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
35. 35
Migration & Deployment Automation Services
Working together to affect deployment costs associated with:
• Deployment Time
• Technician Touch Time
• Solution Complexity
• IT Standardization
36. 36
Sign up for a free 1 hour strategy session
How will you approach the April 8 Deadline?
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 complimentary
White Paper downloads and you will be able to request a free strategy session from your Lenovo
support team.
Time is running out for Microsoft’s April 8th dropping of WP support.
How can I predict my deployment costs?IT budgetary cost fluctuate related to deploying PCsHow can I reduce the cost of my overall deployment?Costs for building and maintaining a deployment solutionHow can I reduce my deployment technician costs?Costs for technicians involvement in the deploymentHow can we complete this project on time?Costs related to large rollouts and deployment timeHow can I make sure my process is being used worldwide?Standardizing deployment processes globally
Challenge: how do I migrate thousands of users located in hundreds locations while giving personal attention to each individual. What do they use (and not use), what do they need, value their time. Megan is a VP of Finance, she has specialized application and she does not like surprises. Mike is a sales rep and is always on the road. He is outside the customer network and would not like to have his migration in the middle of a customer presentation. Branch offices: have there own network (get for a multi cast).
Assess & Plan (Lenovo Whiteboard Sessions)Infrastructure readiness, site survey, standards and upgradesProject plan, workflow, staffing, costs and risksWindows 7 Image Build and Test (Lenovo Image Consulting)Base image(s), hardware independence, base applications, task sequenceImage Load and BIOS Set (Lenovo Manufacturing)Core image load during PC build, Asset Tag, etc.First Boot Services – reduce or eliminate desk side tasksDesk-Side Installation, Setup and Disconnect (Lenovo Technicians)Setup system, connect to network and initiate post image deployDisconnect old and engage asset pickup services - ARSMigrate Data , Settings and Post Deployment Tasks (Lenovo Techs)Automated Deployment Services (ADS) within imageDeployment wizard joins domain, migrates data, create user accounts, install applications, setup network printers, configure email, etc.Project Management and Business Process (Lenovo PMO)Manage project from start to finish including process definitionPilot – Test defined process on limited number of usersMeasure and Report (Lenovo PMO)Keep project on time, mitigate risks and stay at or under budgetPost Deployment Support (On-Site Lenovo Techs)End user orientation, diagnose & troubleshoot, repair
Complete Solution or individual ServicesDynamic, multi-vendor, multi-platform imagesStatic image creationOS and platform migrationVerification and tuningMaintenance and supportDirect access to Lenovo engineering expertiseSophisticated QA testing, 150 point checklistSee The ResultsImage designed to maximize hardware investment
Efficiency Starts at ManufacturingFor intensive purposes the customer owns the manufacturing line…
Thank you for attending today’s webinar. You will receive an email for your complimentaryWhite Paper downloads. You will also be able to request a follow-up from your Lenovosupport team.