Windows 7 and VDI: Redefining Workplace Management


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In this webcast, industry experts Nelson Ruest of Resolutions Enterprises and Darryl Burns of Matrix42 will describe best practices for Windows 7 preparation, the process of transforming workplace management through virtualization, and the optimal approach for managing hybrid physical/virtual desktop environments.

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  • Fast and easy hardware prerequisite checkAgentless hardware scanDefault “Windows 7 ready” Inventory filter and reportContinuous migration reporting with high transparencyAutomation and Delegation of OS InstallationZero touch, hardware independentIntegrated driver cloudUser self-service provisioningFast and easy repackaging or re-utilization of existing packagesIntegrated scripting for fast packaging & automationVirtualization of incompatible software via XenApp, App-V, ThinAppEasily restore user settings and data
  • AssessmentKnow which hardware is capable of VDIKnow what the Windows licensing costs will beKnow which applications are compatibleMigrationFully automated physical to virtual migrationGo directly from Windows XP to Windows 7Migrate applications automaticallyOperationManage the hardware and the operating systemsPatching, software delivery and managementSingle pane of glass for physical and virtual
  • Windows 7 and VDI: Redefining Workplace Management

    1. 1. Redefining Workplace Management<br />Windows 7 and VDI<br /> <br />
    2. 2. Today’s Speakers<br />2<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    3. 3. Speaker Background <br />Nelson Ruest:<br />Recent books: <br /><ul><li>70-238: Deploying Messaging Solutions with Microsoft Exchange Server 2007
    4. 4. 70-652: Configuring Windows Server Virtualization with Hyper-V
    5. 5. 70-640: Configuring Windows Server 2008 Active Directory
    6. 6. Virtualization, A Beginner’s Guide</li></ul>3<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    7. 7. Speaker Background<br />Darryl Burns:<br /><ul><li>Darryl Burns is Director at Matrix42 and is responsible for all outbound Product Marketing messaging
    8. 8. Over 10 years in the Client Automation/Desktop Management space
    9. 9. Over 25 years as a software industry as an ISV</li></ul>4<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    10. 10. Windows 7 and VDI – Redefining Workplace Management (Nelson)<br />Windows 7 Deployment & Operating Improvements<br />Best Practices for Windows 7 Migration<br />Transforming Workplace Management<br />Creating the Ideal Workplace<br />Final Thoughts<br />Windows 7 and VDI migration with Matrix42 (Darryl)<br />Six steps to a successful migration<br />Why Windows 7 and VDI in concert?<br />Desktop transformation with Matrix42 and Citrix<br />Q&A <br />Agenda<br />5<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    11. 11. Windows is a fact of life in most IT centers<br />The move from XP is tough for several reasons<br />XP was reliable and proven<br />No one wanted to start another deployment project right after XP<br />Vista was brand new code<br />No one had the budget to make the move<br />IT was beginning to look at VDI<br />Many PCs today are still on XP, but that will change with Windows 7<br />Windows 7 Deployments<br />6<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    12. 12. Windows 7 offers compelling features<br />Windows XP Mode lets you run native XP applications with no conversion<br />Windows 7 VHD support lets you install Windows 7 in a VHD instead of on a physical disk<br />This feature alone changes the way you look at Windows 7 deployments<br />There are many more features, but these two can make deployments much simpler<br />Windows 7 Operating Improvements<br />7<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    13. 13. Desktop deployments are daunting<br />Must learn the features of the new OS<br />Must perform extensive inventories<br />Must prepare, package and test all applications<br />Must protect and capture all user profiles<br />Must upgrade most of your hardware to support the new OS<br />Must use a special deployment tool that works with the new OS<br />Must report on the progress throughout the project<br />Classic Desktop Deployment Projects<br />8<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    14. 14. Most IT personnel are interested in new products and will learn on their own<br />Inventories are really only about learning what needs to be migrated<br />Applications are easier to prepare<br />All older applications can run in XP Mode<br />All newer applications can be virtualized<br />Protecting user profiles is more about implementing User State Virtualization than anything else<br />Upgrading hardware may not be so tough since you can rely on VDI<br />Deploying a VHD is a lot easier than an OS<br />Reporting is a matter of letting Management know what is going on<br />It’s not so tough with Windows 7<br />9<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    15. 15. Windows 7 makes it easier to move to Virtual Desktop Infrastructures (VDI)<br />VDI Models<br />Stateful or Persistent Virtual Desktops<br />Windows 7 Stateful Desktops can reside directly on the PC<br />Stateless or Volatile Virtual Desktops<br />Built on the fly<br />Best in VDI environments because of build process<br />Transforming Workplace Management<br />10<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    16. 16. VDI environments include several key components<br />Host Servers<br />Desktop Delivery Controllers<br />High-speed delivery mechanisms<br />Remote connection links<br />VDI Components<br />11<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    17. 17. OS migrations boil down to 5 key activities:<br />Create and configure installed OS configurations<br />Package and test applications<br />Protect user data<br />Deploy content to users<br />Report on the progress<br />Creating the Ideal Workplace<br />12<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    18. 18. Older system stacks covered all aspects of a desktop<br />Today, the desktop is a lot simpler, a Bull’s Eye, in fact<br />The Anatomy of a Desktop<br />13<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    19. 19. All older applications can be included in the XP Mode VHD<br />No need to package them, simply install them<br />The XP Mode VHD is the package<br />Install the XP Mode VHD inside the Windows 7 VHD<br />Newer applications are designed for Windows 7<br />Because of this, they are also designed for virtualization<br />Application virtualization decouples the app from the OS much like VDI and server virtualization<br />Virtual apps provide full support for the volatile VDI model<br />Prepare Applications<br />14<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    20. 20. Implement User State Virtualization<br />Relies on Roaming Profiles<br />Captures all in use data from the desktop<br />Relies on Folder Redirection<br />Reduces the size of the roaming profile by removing key elements—often the biggest elements—from the profile<br />Both features are part of Windows networks<br />Can be implemented at any time, perhaps even before your migration project<br />Provides full support for the Bull’s Eye system stack<br />Protect User Data<br />15<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    21. 21. Creating the ideal workplace is a matter of choices<br />Which target should you use?<br />Which VHD model should you choose?<br />How should you configure the OS?<br />How should you deploy applications?<br />The answers design the workplace for each user<br />Power users get a local heavy desktop VHD<br />Productivity users get a volatile VDI VHD<br />Building the Ideal Workplace<br />16<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    22. 22. Building the ideal workplace is a matter of using a flowchart to determine the user’s needs <br />Building the Ideal Workplace (cont’d)<br />Target?<br />PC<br />VDI<br />VHD Model?<br />Persistent<br />Volatile<br />OS Config?<br />Complex<br />Simple<br />App Type?<br />XP Mode<br />Virtual<br />Bull’s Eye VHD<br />Ideal Workspace?<br />Local VHD<br />17<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    23. 23. Report on significant milestones<br />Migrate all user profiles to USV right away<br />Then, begin the deployment project<br />Build the core VHDs<br />Deploy the VDI environment<br />Prepare XP Mode applications<br />Prepare virtual applications<br />Create local desktop VHDs<br />Create volatile VHDs<br />Deploy new VHDs appropriately<br />Report on each step to obtain full management support<br />Managing Reports<br />18<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    24. 24. Windows 7 is ideal for VDI environments<br />VDI is not so much about cost, but moreabout reduced management and support as well as increased mobility and flexibility for users<br />There are also a lot of additional benefits: less work on endpoints, access from many clients, central control, better stability, and much more… <br />Final Thoughts<br />Informal poll conducted by Matrix 42 at the Citrix Synergy conference earlier this year<br />19<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    25. 25. In the end, Windows 7 heralds a new way to look at workplaces<br />Workplaces can be either virtual or physical<br />Need the right tool to manage all environments from a single interface<br />Need access to inventories, application categorizations, application virtualization, OS deployments, VHD management and more…<br />With the right tool and Windows 7, you can completely transform workplace management<br />Get the Right Tool<br />20<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />
    26. 26. With Matrix42<br />Windows 7 and VDI Migration<br />
    27. 27. Six steps to successful Windows 7 migration<br />Matrix42’s Windows migration solution provides all the components for an easy, reliable and secure Windows 7 migration<br />
    28. 28. Fast and easy hardware prerequisite check<br />Continuous migration reporting with high transparency<br />Automation and role-based delegation of OS Installation<br />Zero touch, hardware independent<br />Integrated driver cloud<br />User self-service provisioning<br />Simplified repackaging or re-utilization of existing packages<br />Integrated scripting for fast packaging & automation<br />Virtualization of incompatible software via XenApp, App-V, ThinApp<br />Easily restore user settings and data<br />Why Windows 7 migration with Matrix42?<br />
    29. 29. But WAIT!!!<br />Too many “old” PC’s<br />High capital costs<br />Significant administrative effort<br />New security concerns<br />Outsourcing<br />Contractors<br />Business partners<br />User mobility/flexibility<br />Device proliferation<br />Freedom to work<br />Anywhere<br />Anytime<br />Any device<br />
    30. 30. Why Windows 7 and Virtual Desktops in concert?Virtual Desktops simplify migration and operation<br />Strategy 1:<br />Windows 7 legacy migration(physical deployments)<br />Strategy 2:<br />“Server Based Computing”(Published Desktops)<br />Strategy 4:“mix of delivery methods”(VDI, physical , published)<br />Strategy 3:<br />“go virtual - HVD”(Virtual Desktops)<br />management effort<br />high<br />migration effort<br />optimize<br />capital costs<br />efforts<br />medium<br />“mix of delivery methods” fits best, <br />but management needs to be optimized<br />low<br />
    31. 31. What keeps the IT Manager awake at night?<br />How can I migrateeasilyand cost efficiently to VDI ?<br />How can Iinstall, update and extend my HVD Infrastructure?<br />How can I minimize risk in changing master images?<br />How can I enable compliant self-service in VDI ?<br />How can I ensureLicense Compliance for virtual desktops?<br />How can I integrate Virtual Desktops in ITSM processes?<br />How can I manage all my physical & virtual workplaces seamlessly?<br />
    32. 32. Automation & Standardization<br />SeamlessIT Management withIntegrated Service Processes<br />Data Center<br />End User<br />Broker<br />Software Virtualization<br />Self-service<br />portal<br />User<br />Access<br />Master Images<br />Devices<br />Hypervisor<br />Reduced complexity in a single pane of glass.<br />Physical | Streamed VHD | Hosted VDI | Hosted Shared<br />
    33. 33. Desktop Transformation with Matrix42 and CitrixHow we do it<br />Empirum's management functionality for Citrix XenDesktop is a visionary capability addressing a major challenge cited by the Magic Quadrant references: managing physical and virtual desktop environments together.<br />Gartner PC Lifecycle Management Magic Quadrant 2011<br />
    34. 34. Desktop Transformation with Matrix42 and CitrixHow we do it<br />Analyze Hardware<br />Build hosting infrastructure<br />(hypervisor agnostic)<br />Add or reduce <br />capacity on-demand<br />Analyze Software usage / licenses<br />Repackage or virtualize Applications<br />Simplify and automate master image updates<br />Analyze Software<br />Service Design: built virtual desktop service<br />Change from provisioning services to creation services<br />Segment users and analyze profiles<br />P2V, P2P and profile migration<br />Deliver new workplace service per users request<br />Create Citrix XenDesktop and Citrix XenApp concept<br />Build Desktop Pools and create assignments<br />Enable break&fix<br />via Service Desk<br />Build or migrate Citrix XenApp Farm<br />Manage license compliance for physical and virtual<br />Manage lifecycle for physical and virtual<br />
    35. 35. Cost savings through VDI automation<br />
    36. 36. Virtual Desktops - simplified, automated, managed<br />Affordable desktop virtualization, Reduced management costsAutomated creation, update and extension of VDI<br />ITIL v3, ITSM and Service Catalog integration for VDIITSM processes for Physical AND Virtual Desktops<br />Simplified and reliable Change Management of VHDsAutomated provisioning, update and retirement + Self-Service for VDI<br />Simplified and automated Physical to Virtual (P2V) migration Standardized role-based configurations for Virtual Desktops<br />Fully automated management of VDIAutomate installation and configuration of VDI<br />Configuration and license compliance for VDIDepartment-related license & asset management for VDI<br />Seamless management of all physical & virtual Desktops <br />
    37. 37. Questions?<br />32<br />Additional Resources:<br />Whitepaper: Windows 7 and VDI: Redefining Workplace Management (coming soon!)<br />Whitepaper: Virtual Desktop Infrastructure - Basics, Challenges and Benefits<br />Whitepaper: The Desktop Transformation Project - Virtual Desktops Demystified<br />Executive briefing: Who should manage virtual desktops – the datacenter team or the desktop team?<br />Research paper: Desktop Virtualization Taking Off, but Physical Desktops not going Away<br />Visit for all resources<br />© 2011, Resolutions Enterprises Ltd. & Matrix 42<br />