Planning & Implementing a Successful AutoCAD Upgrade


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Anyone facing the challenge of upgrading AutoCAD within his/her organization will quickly realize the daunting task ahead. The larger the organization, the more difficult the task

This presentation covers every issue critical to a successful AutoCAD upgrade for any size organization. Will any systems need to be upgraded or replaced? Should we change operating systems? How much training will be necessary? How can the system be maintained easily? We will help answer those questions and present the strategies and tools that will make the difference between having your project be a success or a failure.

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  • Especially geared towards large organizations. AutoCAD installation is a very small part of the problem we’re facing.
  • Especially geared towards large organizations. AutoCAD installation is a very small part of the problem we’re facing.
  • Especially geared towards large organizations. AutoCAD installation is a very small part of the problem we’re facing.
  • Story : My reluctant intro to computers.
  • Especially geared towards large organizations. AutoCAD installation is a very small part of the problem we’re facing.
  • Think beyond just the new features of the software. Look to upgrade the ENTIRE process.
  • Discuss “Total Cost of Ownership” issues Users... Futz factor… Gartner Group TCO study
  • Especially geared towards large organizations. AutoCAD installation is a very small part of the problem we’re facing.
  • Survey the audience: IS staff versus Engineering/Drafting power users & staff. Don’t ignore understanding IS procedures as well. Basic Workflow Revision & release procedures How are drawings contructed IS People: Find a senior designer to outline the entire process from a production & AutoCAD point of view. Design People: Find a senior IS analyst to outline procedures and considerations for their department as well.
  • DOS 12 users most likely will have to make the biggest systems jump. R13 Win users will in all likelihood be able to use the same systems. ------------------ The Xref & Paper Space speech The “Toolbox” story
  • Standard Buttons & Toolbars DEMO : Kaiser Trentwood system
  • Does everyone understand company procedures?
  • Differentiate between resources for planning… and resources for implementation
  • Especially geared towards large organizations. AutoCAD installation is a very small part of the problem we’re facing.
  • Remember your audience. Likely selling to a non-technical, non-CAD literate audience. Briefly relate stories of failed and successful demonstrations.
  • Don’t jump on unproven technologies.
  • Discuss Kaiser Trentwood training strategies.
  • Discuss today’s lower cost systems vs. upgrading old systems. W98 & NT5 admin advantages. Push install technologies…
  • Story : AUGI Playpen chaos of a large team w/o coordination. Relate past experiences...
  • Illustrate & quantify time savings for cloning or automation techniques. Discuss the difference in strategies between upgrading operating systems and installing applications.
  • Sysdiff is shipped on NT Server CDs
  • DEMO : Kaiser Trentwood Intranet CAD Support site
  • Especially geared towards large organizations. AutoCAD installation is a very small part of the problem we’re facing.
  • Offer to fill them out for them...
  • Planning & Implementing a Successful AutoCAD Upgrade

    1. 1. Planning and Implementing a Successful AutoCAD Upgrade Rick Stavanja President, CAD Systems Analyst Tangra Development, Inc. [email_address] MAN-W2
    2. 2. Upgrading AutoCAD
    3. 3. Summary <ul><li>What We Will Cover… </li></ul><ul><ul><li>Past Upgrade Mistakes </li></ul></ul><ul><ul><li>The Real Issues Involved In Successful Upgrades </li></ul></ul><ul><ul><li>How To Analyze and Assess Your Situation </li></ul></ul><ul><ul><li>Thorough Planning </li></ul></ul><ul><ul><li>Implementation Strategies </li></ul></ul><ul><li>What We Won’t Cover... </li></ul><ul><ul><li>How To Install AutoCAD </li></ul></ul>
    4. 4. Upgrading AutoCAD <ul><li>Questions Must Be Answered... </li></ul>How much will an upgrade cost? Can we still use our existing systems? Why should we upgrade? Will we have any downtime during the upgrade process? Should we switch to Windows 95 or Windows NT? How much training will be required? Can we still use our favorite AutoLISP programs? When is the best time for us to do an upgrade?
    5. 5. Technology <ul><li>Companies Used to Look at Computer Technology in Order to Gain a Competitive Advantage </li></ul><ul><li>Today Companies Rely on Computer Technology Just to Remain Competitive </li></ul><ul><li>All Too Often Companies Now Upgrade Technology Only When They Have To… Not When They Want To </li></ul>
    6. 6. The Legacy Of Failure <ul><li>Upgrading For the Wrong Reasons Almost Always Ensures Some Level Of Failure </li></ul><ul><li>Failed Upgrades Have Long Lasting Effects </li></ul>Failures Are Remembered Longer Than Successes
    7. 7. The Goal <ul><li>Take a New Approach To The Problem </li></ul><ul><li>Face The Real Issues </li></ul><ul><li>Put Your Organization In The Best Possible Competitive Position </li></ul>
    8. 8. Remember. . . <ul><li>The Cost Of Doing a Bad Job Far Exceeds The True Cost Of Doing It Right </li></ul>
    9. 9. The Big Picture <ul><li>What Steps Need To Be Taken To Do The Job Right? </li></ul>
    10. 10. The Big Picture <ul><li>Assessment </li></ul><ul><li>Identify Goals </li></ul><ul><li>Comprehensive Planning </li></ul><ul><li>Determine Strategy </li></ul><ul><li>Thorough Implementation </li></ul><ul><li>Follow Up Support </li></ul>
    11. 11. Assessment <ul><li>Understand Your Products & Processes </li></ul><ul><ul><li>What does the staff produce? </li></ul></ul><ul><ul><li>How is it produced? </li></ul></ul><ul><ul><li>What changes could make the most impact? </li></ul></ul><ul><ul><li>What good things should we keep doing? </li></ul></ul><ul><ul><li>What bad things should we stop doing? </li></ul></ul><ul><li>Determine Staff Capabilities </li></ul><ul><ul><li>Determine the productivity scale. </li></ul></ul><ul><ul><li>What is the staff capable of? </li></ul></ul>
    12. 12. Assessment (continued) <ul><li>The Current System </li></ul><ul><ul><li>How far can we go with what we have? </li></ul></ul><ul><ul><li>What more do we need? </li></ul></ul><ul><ul><li>Is anything on the horizon to consider? </li></ul></ul><ul><li>Evaluate AutoCAD Features </li></ul><ul><ul><li>What features are we using now? </li></ul></ul><ul><ul><li>What features should we be using now? </li></ul></ul><ul><ul><li>Objectively evaluate new and old features. </li></ul></ul>
    13. 13. Assessment (continued) <ul><li>AutoCAD Issues & Components </li></ul><ul><ul><li>Will a new AutoCAD impact our CAD Standards? </li></ul></ul><ul><ul><li>Will we need to rewrite our AutoLISP Applications?… Menus?… Scripts? </li></ul></ul><ul><ul><li>Do you need to accommodate roaming AutoCAD users? </li></ul></ul><ul><ul><li>How can you satisfy the needs of both power users and novice or casual users? </li></ul></ul>
    14. 14. Assessment (continued) <ul><li>Other Tangibles </li></ul><ul><ul><li>Training </li></ul></ul><ul><ul><ul><li>What training needs to be done? </li></ul></ul></ul><ul><ul><ul><li>Do we require training in issues outside of AutoCAD? </li></ul></ul></ul><ul><ul><ul><li>What training options do we have? </li></ul></ul></ul><ul><ul><li>Budget </li></ul></ul><ul><ul><ul><li>Who can approve a budget? </li></ul></ul></ul><ul><ul><ul><li>What budget hurdles must be overcome? </li></ul></ul></ul><ul><ul><li>Timing </li></ul></ul><ul><ul><ul><li>Are there events that may be effected? </li></ul></ul></ul>
    15. 15. Assessment (continued) <ul><li>Intangibles </li></ul><ul><ul><li>Office Politics </li></ul></ul><ul><ul><ul><li>Be aware of internal power struggles </li></ul></ul></ul><ul><ul><ul><li>Follow the chain of command </li></ul></ul></ul><ul><ul><ul><li>The larger the project, the more likely someone will encounter conflicts along the way </li></ul></ul></ul><ul><ul><li>Personalities </li></ul></ul><ul><ul><ul><li>Identify possible advocates & dissenters </li></ul></ul></ul><ul><ul><ul><li>Be sensitive to stepping on toes </li></ul></ul></ul>
    16. 16. Assessment (continued) <ul><li>Identify Resources </li></ul><ul><ul><li>Peer or Production Staff </li></ul></ul><ul><ul><li>IS Staff </li></ul></ul><ul><ul><li>Vendors </li></ul></ul><ul><ul><li>Consultants </li></ul></ul><ul><ul><li>User Groups </li></ul></ul><ul><ul><li>Systems </li></ul></ul><ul><ul><li>Software </li></ul></ul><ul><ul><li>Training </li></ul></ul><ul><ul><li>Literature </li></ul></ul><ul><ul><li>Online </li></ul></ul>
    17. 17. Identify Goals <ul><li>The Obvious Goal </li></ul><ul><ul><li>Do the job better, faster or cheaper. </li></ul></ul><ul><li>Ask Yourself Questions </li></ul><ul><ul><li>What capabilities of AutoCAD will make our designs better or our staff more productive? </li></ul></ul><ul><ul><li>How can we make the process of designing better or more efficient? </li></ul></ul><ul><ul><li>How much more efficient can we expect to be? </li></ul></ul><ul><ul><li>What are the foreseeable costs in upgrading? </li></ul></ul><ul><ul><li>What hidden hurdles may stand in the way? </li></ul></ul>
    18. 18. Identify Goals (continued) <ul><li>Consider All Factors From Assessment </li></ul><ul><ul><li>Be Diligent & Thorough </li></ul></ul><ul><li>Identify Attainable Targets </li></ul><ul><ul><li>Be Conservative </li></ul></ul><ul><li>Plan For Delivering More </li></ul><ul><ul><li>Be Creative </li></ul></ul>
    19. 19. Example Goals <ul><ul><ul><li>Upgrade to AutoCAD R14 and Pentium II class workstations for all CAD seats by January 1. </li></ul></ul></ul><ul><ul><ul><li>Convert to a network-based design team running AutoCAD on the network. </li></ul></ul></ul><ul><ul><ul><li>Target an additional 10% reduction in editing time by increasing use of editing features such as grips, context manus, the properties toolbar and Bonus Tools. </li></ul></ul></ul><ul><ul><ul><li>All hardware and software upgrades will be done after normal business hours. </li></ul></ul></ul><ul><ul><ul><li>Phase in utilizing XRefs and Paper Space as a fundamental drawing mechanism for all production drawings to achieve a 20% reduction in design and drafting time within 18 months. </li></ul></ul></ul><ul><ul><ul><li>Begin an ongoing training program targeted at getting all production CAD operators up to an AutoCAD Level II certification level within 16 months. </li></ul></ul></ul>
    20. 20. Make a Decision And Sell It <ul><li>Sell The Project Like Any Proposal </li></ul><ul><ul><li>Large upgrades are big projects… treat them accordingly </li></ul></ul><ul><li>Identify The Benefits </li></ul><ul><ul><li>Identify all pertinent issues </li></ul></ul><ul><ul><li>Be Thorough </li></ul></ul><ul><li>Quantify The Issues </li></ul><ul><ul><li>Make reasonable estimates </li></ul></ul><ul><ul><li>Management will likely digest them further </li></ul></ul><ul><li>Live Presentations Work Best </li></ul><ul><ul><li>… but they’re the scariest... </li></ul></ul>
    21. 21. Planning <ul><li>Thorough Homework </li></ul><ul><ul><li>Technology changes quickly... Stay current. </li></ul></ul><ul><li>Determine a Realistic Schedule </li></ul><ul><ul><li>Don’t set yourself up for failure </li></ul></ul><ul><li>Test All Procedures </li></ul><ul><ul><li>Rehearse procedures & consider pilot projects </li></ul></ul><ul><li>Contingencies for Surprises </li></ul><ul><ul><li>Plan on nothing going as planned </li></ul></ul><ul><li>Plan Beyond Implementation </li></ul><ul><ul><li>Plan for tech support, ongoing training, etc... </li></ul></ul>
    22. 22. Strategies <ul><li>Training </li></ul><ul><ul><li>Do all training before implementation </li></ul></ul><ul><ul><li>Reduce or eliminate the time between training and implementation </li></ul></ul><ul><ul><li>Users requiring substantial training should be given adequate time to digest it </li></ul></ul><ul><ul><li>Training on systems configured like your own </li></ul></ul><ul><ul><li>Train users not just in AutoCAD, but other new issues and processes as well </li></ul></ul><ul><ul><ul><li>Changes to CAD Standards </li></ul></ul></ul><ul><ul><ul><li>Network Issues </li></ul></ul></ul><ul><ul><ul><li>Procedures </li></ul></ul></ul>
    23. 23. Strategies (continued) <ul><li>Upgrading Systems </li></ul><ul><ul><li>Upgrade existing systems </li></ul></ul><ul><ul><li>Replace with new systems </li></ul></ul><ul><ul><li>Standardizing Systems </li></ul></ul><ul><li>Upgrading Operating Systems </li></ul><ul><ul><li>Windows 95... Windows NT4 </li></ul></ul><ul><ul><li>Windows 98... Windows NT5 </li></ul></ul><ul><li>Installing Upgrades </li></ul><ul><ul><li>Manual Installations </li></ul></ul><ul><ul><li>Scripted & Network Installations </li></ul></ul>
    24. 24. Implementation <ul><li>Execution </li></ul><ul><ul><li>Large Teams Versus Small </li></ul></ul><ul><ul><li>Maintain Consistency </li></ul></ul><ul><li>Communication </li></ul><ul><ul><li>Cellular Phones or Pagers For Team Members </li></ul></ul><ul><ul><li>Identify Telephone Extensions of Target Systems </li></ul></ul><ul><ul><li>Take Advantage of Existing Network </li></ul></ul><ul><ul><li>Communicate Problems & Solutions </li></ul></ul><ul><li>Document Everything </li></ul><ul><ul><li>It’s Never Too Early to Start a Knowledge Base </li></ul></ul>
    25. 25. Cloning Systems <ul><li>Saves Substantial Setup Time </li></ul><ul><li>Duplicates a Pristine Configuration </li></ul><ul><li>Disk Imaging Software </li></ul><ul><ul><li>Ghost (Symantec) </li></ul></ul><ul><ul><li>DiskClone (Quarterdeck) </li></ul></ul><ul><ul><li>DriveImage (PowerQuest) </li></ul></ul><ul><ul><li>FlashClone (Suredata) </li></ul></ul><ul><li>Understand the Limitations </li></ul><ul><ul><li>FAT vs. NTFS </li></ul></ul><ul><ul><li>Hardware Must be Consistent </li></ul></ul><ul><li>Windows NT Issues </li></ul><ul><ul><li>Machine & Network SIDs </li></ul></ul>
    26. 26. Automated Application Installation <ul><li>Scripted Installations </li></ul><ul><li>Microsoft Sysdiff Tool </li></ul><ul><li>Management Applications </li></ul><ul><ul><li>Microsoft BackOffice SMS </li></ul></ul><ul><ul><li>Seagate Winstall </li></ul></ul><ul><ul><li>CA Unicenter </li></ul></ul>
    27. 27. When Something Goes Wrong <ul><li>Be Prepared </li></ul><ul><li>You WILL Overlook Something </li></ul><ul><li>Temporary Replacement Systems </li></ul><ul><li>Revert To Old System </li></ul><ul><li>When You Experience a catastrophe, Determine the Cause in Order to Avoid a Repeat </li></ul>
    28. 28. Beyond Implementation <ul><li>Provide Mechanism For Feedback </li></ul><ul><li>Centralized Technical Support </li></ul><ul><li>Log All Problems </li></ul><ul><li>Monitor Progress </li></ul><ul><li>Internal User Groups </li></ul><ul><li>Intranet Site </li></ul><ul><li>Email </li></ul><ul><li>Document Everything </li></ul>
    29. 29. Sit Back And Relax <ul><li>Let The Problems Settle Down </li></ul><ul><li>Start Preplanning For The Next Upgrade </li></ul><ul><li>psst... Release 15 is right around the corner... </li></ul>
    30. 30. Resources <ul><li>For This Presentation and Links to Other Software and Hardware Discussed Today Point Your Web Browser To... </li></ul><ul><li> </li></ul><ul><li>(Materials will be posted September 17) </li></ul><ul><li>Direct Your Email Questions To... </li></ul><ul><li>[email_address] </li></ul>
    31. 31. Autodesk University <ul><li>Thank You For Coming </li></ul><ul><li>Please Remember To Fill Out The Evaluation Forms </li></ul>
    32. 32. Tangra Development, Inc. <ul><li>CAD/GIS </li></ul><ul><li>Training </li></ul><ul><li>Consulting </li></ul><ul><li>Programming </li></ul><ul><li>Networking </li></ul><ul><li>Scanning </li></ul><ul><li>Web Design </li></ul>Spokane, Washington P.O.Box 141757 Spokane, WA 99201 Tel: 509.893.0737 Fax: 509.893.0838