Migration Guide DELL.COM/Windows7enterprise a Supplement to Dell Power Solutions 2010 Issue 1

WinDows 7 migration guide DELL.COM/Windows7Enterprise A Supplement to Dell Power Solutions 2010 Issue 1

MAPPING OUT AN EFFICIENT MIGRATION Strategy

FEATURE SECTION Expert Navigation Capitalizing on Mobility Features Dell Services Help Simplify for Fast, Secure Remote Access the Path to Migration STK NO: DPS-201001-WIN7NO: STK

Accelerating Deployments EARLY ADOPTERS with Client Management Tools Windows 7 Deployment Success Stories from Addressing Windows 7 Australia, the UK, and the US Application Compatibility Issues

Dell Power Solutions Special Edition dell.com/PowerSolutions Tony Mike Branch Director IT Director

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WinDows 7 migration guide A Supplement to Dell Power Solutions 2010 Issue 1 DELL.COM/Windows7Enterprise contents

Mapping Out an Efficient 6 Migration Strategy Before transitioning client systems to the Microsoft® Windows® 7 OS, organizations must first take diligent steps to ensure that a suitable IT infrastructure is in place. Four key phases pave the way to a smooth, cost-effective Windows 7 deployment.

Advancing business efficiency Microsoft Windows 7 8 and Windows Server 2008 R2

The Microsoft Windows Server® 2008 R2 OS offers a powerful feature set that is designed to work specifically with client computers running Windows 7 Enterprise. By running Windows 7 on clients in conjunction with Windows Server 2008 R2 in the data center, IT groups can enhance mobile and remote user productivity while tightening security and streamlining management.

Dell Power Solutions Special Edition dell.com/PowerSolutions

Editor’s Comments 2 0 Capitalizing on Microsoft 4 making your move Windows 7 Mobility Features By Tom Kolnowski for Secure Remote Access By Ed Cline, Jason Paul, and Tom Kolnowski As legions of mobile workers connect to their organizations’ internal networks, IT leaders must find Feature SEction ways to enhance efficiency and simplify management of remote systems. Recent innovations in Dell client solutions Empowering the efficient Workforce and Windows 7 enable faster, easier mobile access to with Windows 7 networks than ever before—helping to reduce total cost of ownership and increase remote client stability. 11 Dell Client Systems: All Geared Up for Microsoft Windows 7 2 4 How Dell Services Help Simplify ™ An array of Dell client systems optimized for the Migration Path to Microsoft Windows 7 are ready for organizations looking to Windows 7 bolster their infrastructures as they carry out their By Terry Lake and Jim Ginger migrations. Dell OptiPlex™ desktops, Dell Latitude™ Software migrations can be daunting without an expert laptops, and Dell Precision™ workstations provide the partner to help map out the transition strategy. Dell components and configuration options required has worked closely with Microsoft and early adopters to capitalize on the comprehensive productivity of Windows 7 to develop reference architectures and and efficiency features built into Windows 7. streamline the migration process through workshops, expert assessments, design, proof-of-concept testing, 1 6 Accelerating the Transition and implementation. to Microsoft Windows 7 with Dell Client Management Tools 28 Addressing Microsoft Windows 7 By Travis Zhao Application Compatibility A comprehensive suite of management tools and Windows 7 application compatibility is often a top utilities helps organizations expedite the transition to concern for organizations planning an upgrade. By Windows 7 on Dell client systems. These exceptional following best practices, understanding the available resources are designed to simplify assessment, application remediation options, and taking advantage deployment, and monitoring in addition to facilitating of comprehensive Dell services throughout the ongoing life cycle management of Dell platforms. migration process, IT groups can lay the foundation for a successful rollout.

31 Automating Processes to Optimize 44 A Smart Upgrade Microsoft Windows 7 Deployment By deploying Windows 7 on existing Dell desktops Best practices and automation are the keys to a and laptops, Australian marketing communications smooth, simplified migration to Windows 7—helping to and advertising agency Euro RSCG expects to reduce the costs associated with a major deployment, save nearly 30 percent on total cost of ownership. accelerate project completion, and minimize risk. 46 Just a Walk in the Park 34 7 Steps to a Successful Microsoft Lodge Park Technology College becomes one of Windows 7 Migration the first UK schools to use Windows 7, and saves By Christine Ewing and John Stahmann approximately £4,000 per year with Windows Developing a thorough migration strategy, following Server 2008 R2 Hyper-V™ virtualization. best practices, and taking advantage of Dell and Symantec™ migration and management tools can 47 In with the New help organizations carry out a smooth and successful Working with Dell helps Hoover City Schools save transition to Windows 7. The seven steps in this months of testing and dramatically accelerate its article provide a starting point for IT administrators migration to Windows 7 on existing Dell desktops, planning the move in their own environments. netbooks, and tablets.

40 Automated Deployment Tools 48 Managing a Vast Technology for microsoft windows 7 Infrastructure and windows server 2008 r2 Windows 7 enables Dell to reduce software By Syama Poluri imaging time by 50 percent, increase security for Windows 7 and Windows Server 2008 R2 portable drives, and potentially reduce support introduce multiple enhancements for automated costs by up to 25 percent. OS installations—helping administrators to ensure fast, stable, consistent deployments across the organization and accelerate return on investment for new IT resources.

Index to Featured Dell Customers Euro RSCG ...... 44 Hoover City Schools ...... 47 Lodge Park Technology College ...... 46

INDEX TO ADVERTISERS Broadcom Corporation ...... 19 Dell Inc...... 5, 45, C3, C4 Workhorse Dell OptiPlex desktops provide advanced features Microsoft Corporation ...... C2 designed for maximum business productivity. See page 11. Symantec Corporation ...... 39

Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. EDITOR’S COMMENTS WinDows 7 migration guide DELL.COM/Windows7Enterprise

EDITORIAL STAFF EDITOR-IN-CHIEF AND PUBLISHER Tom Kolnowski Making Your Move MANAGING EDITOR Debra McDonald SPECIAL EDITIONS EDITOR Dawn Davidson lanning for this Windows 7 Migration Guide, a special FEATURES EDITOR Kathryn White Associate Managing Editor Jim Duncan edition of Dell Power Solutions Magazine, began well in SENIOR EDITORS James Hurd and Terrence O’Donnell advance of the October 22, 2009, launch date for the new EDITORIAL ASSISTANT Amy J. Parker P ART DIRECTOR AND COVER DESIGNER David Chan Microsoft® Windows® 7 OS. A key planning prerequisite before the DESIGNERS Lalaine Gagni and Cynthia Webb BUSINESS DEVELOPMENT MANAGER Cissy Walker first article outline was sketched out: getting several editorial staff STAFF WRITERS Jeanne Feldkamp, Robert Hansen, members fully immersed in the Windows 7 Enterprise experience. Greg Thomas, and Chris Young

Occasional on-demand test drives on spare development systems CONTRIBUTING WRITERS Ed Cline, Christine Ewing, would not be enough, so we elected to migrate our day-to-day Jim Ginger, Terry Lake, Jason Paul, Syama Poluri, John Stahmann, and Travis Zhao Tom Kolnowski production Dell™ Latitude™ laptops to Windows 7—initially to Editor-in-Chief and Publisher ADVERTISING SALES Windows 7 Release Candidate, then to Windows 7 Enterprise RTM SALES DIRECTOR Kyle Walkenhorst (323-340-8585) DELL.COM/PowerSolutions WESTERN U.S. AND SOUTH/CENTRAL AMERICA powersolutionsdigital.dell.com as soon as it was commercially available. SALES Shaun Mehr (949-923-1660) EASTERN U.S. SALES Steve Branda (201-483-7871) That move from the Windows Vista® Enterprise OS was over CANADA, EMEA, AND APJ SALES Mark Makinney six months ago. After three quarterly magazine issues, two special (805-709-4745) ADVERTISING ASSISTANT Scott Hallquist editions, and over 450 pages of published content, we have never (323-254-0905) AD COORDINATOR Kathy Hartlove looked back: our editors and creative staff on Windows 7 have had READER SERVICES virtually zero downtime, no missed deadlines, and an overwhelm- Windows 7 Migration Guide, a special edition of Dell Power ingly positive experience to date. In addition to notable user inter- Solutions Magazine, is complimentary to qualified readers of Dell Power Solutions. To sign up as a new Print Edition face, performance, and stability improvements, we continue to be subscriber or change your existing subscription, access the Subscription Center at DELL.COM/PowerSolutions. particularly enamored with Windows 7’s prowess for the mobile To sign up as a new Digital Edition subscriber or convert worker: seamless, secure connections to Wi-Fi®, 3G, and VPN net- your Print Edition subscription to the Digital Edition, visit powersolutionsdigital.dell.com. For other subscription works; near-instant awakening from sleep mode; smooth docking services, please e-mail [email protected]. and undocking; and ease of connecting to projectors. ABOUT DELL Dell Inc., headquartered in Round Rock, Texas, near Austin, As you begin or continue planning your own organization’s listens to its customers and delivers innovative technology and services they trust and value. Uniquely enabled by its move to Windows 7, we hope you find value in this guide. The direct business model, Dell is a leading global systems editorial content has been architected to map across the four and services company and No. 34 on the Fortune 500 list. For more information, visit our Web site at DELL.COM. PLAN & ASSESS key migration phases: Plan & Assess, Design & Build, Deploy, and Dell cannot be responsible for errors in typography Manage & Support. To make it easier to find the guidance you or photography. Dell, the Dell logo, Dell OpenManage, DESIGN & BUILD need, a set of check boxes on the opening page of each article Dell Precision, Dell ProManage, Latitude, Latitude ON, OptiPlex, and PowerEdge are trademarks of Dell Inc. indicates the applicable migration phases. Other trademarks and trade names may be used in this DEPLOY publication to refer to either the entities claiming the Crafting a magazine from the ground up often involves a large marks and names or their products. Dell disclaims any number of unsung heroes behind the scenes, and that certainly proprietary interest in the marks and names of others. MANAGE & SUPPORT rings true for this issue. In addition to the contributing writers Windows 7 Migration Guide is a special edition of Dell Power Solutions, which is published quarterly by Dell Inc., noted in the masthead at right, we would like to thank the follow- Dell Power Solutions, One Dell Way, Mail Stop RR5-05, ing individuals for their myriad contributions: Tami Andrews, Kathy Round Rock, TX 78682, U.S.A. No part of this publication may be reprinted or otherwise reproduced without per- Baird, Jeremy Bolen, Greg Bomsta, Shannon Cary, Cynthia George, mission from the editor-in-chief. Dell does not provide any warranty as to the accuracy of any information pro- Mary Kay Hyde, Rebecca Kan, Chip Lawson, David Lord, Dave vided through Dell Power Solutions. Opinions expressed in this magazine may not be those of Dell. The informa- Melendrez, Anantha Narasimhan, Jefferson Raley, Roberta Rocha, tion in this publication is subject to change without Kristin Storer, Terry Storey, and Ben Tao. notice. Any reliance by the end user on the information contained herein is at the end user’s risk. Dell will not be liable for information in any way, including but not limited to its accuracy or completeness. Dell does not accept responsibility for the advertising content of the magazine or for any claims, actions, or losses arising therefrom. Goods, services, and/or advertisements within this publication other than those of Dell are not endorsed by or in any way connected with Dell Inc.

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4 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 STK NO: DPS-201001-WIN7 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. AD_0024_EQL_PowerSolutions_AD.pdf 1 2/19/2010 9:50:11 AM

STORAGE FOR THE EFFICIENT DATA CENTER REDEFINING WINDOWS DATA PROTECTION WITH DELL EQUALLOGIC

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Mapping Out an Efficient Migration Strategy Before transitioning client systems to the Microsoft® Windows® 7 OS, organizations must first take diligent steps to ensure that a suitable IT infrastructure is in place. Four key phases pave the way to a smooth, cost-effective Windows 7 deployment.

uccessful technology rollouts start with a needs Windows Server® 2008 R2 operating systems can bol- assessment designed to ensure that the IT ster overall efficiency and productivity by enhancing Sspecifications are in lockstep with strategic busi- remote access, security, and management for Windows 7 ness and organizational objectives. Migrating to a new client systems while also helping to optimize the user OS can be a complex undertaking—so it is essential for experience for remote workers, reduce total cost of own- IT leaders to build consensus from the outset about how ership (TCO), and increase remote client stability. Latest- they will plan, assess, design, build, deploy, manage, and generation Dell™ systems are Windows 7 ready—and support their Microsoft Windows 7 migrations. Dell Latitude™ laptops and Dell Precision™ mobile workstations are designed with advanced technology options Plan and assess to fit the requirements of nearly any organization. Organizations that migrated from Windows XP to Dell offers a variety of services and technologies to the Windows Vista® OS know that applications help organizations simplify the planning and assessment designed to run with one OS do not necessarily func- process. Large organizations may need 12–18 months tion the same way under a new version. For this to complete a migration to Windows 7. During this reason, the first step when planning a move to period, Dell Services can work as an extension of the Windows 7 should be to develop a comprehensive internal IT department, helping free up skilled person- application inventory. The goal: to remove redundant nel to work on other strategic projects. or unused applications and produce a consolidated list of applications that must be migrated. Using best Design and build practices and understanding the options for applica- Determining hardware readiness is the first step tion remediation are the first steps on the path to a toward designing the migration process. Achieving successful Windows 7 rollout. this goal requires a well-documented, repeatable, Mobile worker productivity and remote systems and results-driven testing process. Automated testing management are also key considerations during tools can help streamline the task of determining the planning process. Together, the Windows 7 and application and peripheral compatibility (although

6 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. a real-world installation test using a Services also offers advanced technology production-ready Windows 7 image is the and best-practice approaches to help recommended way to determine compat- automate the client provisioning process ibility). Taking full advantage of key enter- and reduce the costs associated with prise features of Windows 7 also means Windows 7 deployments. that organizations must identify and Automated OS installation technolo- implement the supporting technologies. gies help ensure rapid, accurate system In this phase, organizations need to deployment in large environments. By determine whether application virtualiza- understanding and leveraging the enhance- tion is required to enable use of incompatible ments available for Windows 7, including applications even after deploying Windows 7. the Windows Automated Installation Kit The two primary options for this purpose are (Windows AIK), IT administrators can Microsoft Enterprise Desktop Virtualization streamline and standardize deployment (MED-V) and Microsoft Application processes across the organization to help Virtualization (App-V). These technologies accelerate ROI. can help keep a migration from coming to Dell also offers open, flexible client a halt by providing a temporary platform management tools designed to reduce the for applications that are being remediated complexity and cost of Windows 7 migra- as well as for fully incompatible applications tions. These tools range from basic, built-in while replacement options are evaluated. functionality for do-it-yourself Dell client Windows XP Mode (typically recommended management to Dell management soft- only for small business and consumer usage) ware for large client computing environ- provides a virtual Windows XP environment ments and integration with comprehensive that resides on each client system and runs third-party management solutions. with near transparency in the background, which can also enable employees to con- Manage and support tinue using legacy applications in the short Of course, the migration process does not term while replacements are found. end after Windows 7 is installed. Ongoing After completing the design process, management and support are key parts of organizations can take advantage of the maintaining a healthy infrastructure. latest Windows 7 tools for building and test- Dell offers several client management ing OS images to be deployed on the tar- options that help optimize ROI, whether geted client hardware platforms. Conducting organizations prefer to manage client sys- a pilot program on a scale appropriate for tems themselves, use a Dell management the size of the organization is also highly approach, or continue using an existing recommended, and can provide invaluable management infrastructure. Dell Services feedback to help ensure success in later offerings—based on firsthand experience deployments. deploying Windows 7 throughout the Dell global organization using patent-pending Deploy Dell deployment methodologies—are also Broad deployments can be expensive, and available to help organizations support old processes can be inefficient and incur their Windows 7 deployments. hidden costs. Containing Windows 7 Although Windows 7 deployments may deployment costs helps to significantly vary widely, the common denominator is reduce TCO for employee systems—and a comprehensive plan for the deployment the time to start planning is now. Best prac- life cycle. By creating a detailed road tices and automation can help ensure fast, map guided by a comprehensive needs stable, consistent deployments across the assessment, organizations can lay the organization and help accelerate return on groundwork for a successful transition to investment (ROI) for new IT resources. Dell Windows 7.

DELL.COM/PowerSolutions 7 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

Microsoft Windows 7 and Windows Server 2008 R2: Advancing Business Efficiency

PLAN & ASSESS The Microsoft® Windows Server® 2008 R2 OS offers a powerful feature set that is designed to work specifically DESIGN & BUILD with client computers running the Microsoft Windows® 7 DEPLOY Enterprise OS. By running Windows 7 on clients in conjunction with Windows Server 2008 R2 in the data MANAGE & SUPPORT center, IT groups can enhance mobile and remote user productivity while tightening security and streamlining management.

cross a range of industries, organizations directly to intranet-based resources without the com- need tools that help maximize productivity plexity of VPN client software. The DirectAccess feature Awhether end users are working from a enables mobile users to experience the same type of branch location, home office, or hotel lobby. Microsoft connectivity both in and outside of the office (see Windows 7 Enterprise introduces a range of features Figure 1). Unlike a typical VPN connection, a DirectAccess designed for an increasingly mobile and remote work- connection can be established even before the user force. By running Windows 7 Enterprise on Dell™ client logs on (although mobile users must be logged on to systems together with Windows Server 2008 R2 on access intranet resources). IT administrators can also Dell PowerEdge™ servers, IT groups can create a manage remote computers that are connected through robust infrastructure designed to support enhanced DirectAccess regardless of whether the user is logged remote capabilities while helping to increase security on—for example, by applying Group Policy settings. and simplify IT management. (For more information Another problem is that typical VPNs are not resil- on how Microsoft applications running on Windows 7 ient against connection failures or device outages. extend user productivity, see the “Microsoft Office When outages occur, the VPN tunnel terminates and 2010: Reaching far beyond the traditional desktop” the connection must be reestablished—resulting in sidebar in this article.) lost connectivity that can range from a few minutes DirectAccess and Agile VPN. Providing seamless to hours or more. To help avoid these types of con- connectivity for remote and mobile users continues nection outages, Windows Server 2008 R2 provides to be a challenge for IT organizations. Depending on the Agile VPN feature, which provides multiple net- the type of virtual private network (VPN) that has work paths between VPN tunnel connection points. been deployed, users may need to install VPN client In the event of a connection failure or device outage, software on their computers and use that software this feature is designed to automatically use another to establish a VPN tunnel through public networks— network path to maintain the existing VPN tunnel. typically a VPN connection over the Internet. BranchCache. As organizations seek to reduce In conjunction with Windows Server 2008 R2, the cost and complexity through centralized applications, DirectAccess feature available in Windows 7 allows it is essential to avoid performance degradation when remote client computers running Windows 7 to connect workers need to access centrally stored information

8 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Microsoft Office 2010: Reaching far beyond the traditional desktop The upcoming Microsoft Office 2010* release builds on the themes of Windows 7 by providing innovative features designed to simplify tasks, foster collaboration among team members, and boost flexibility—enabling mobile and remote employees to get work done virtually anywhere, anytime. Like Windows 7, Office 2010 helps users simplify tasks. The Office Backstage view in Office 2010 applications replaces the traditional File menu, allowing users to complete frequent tasks such as saving, sharing, printing, and publishing from a centralized workspace. Using PowerPoint® 2010 presentation software, users can customize videos directly in the application— trimming selections, adding effects, and adjust- ing fades without having to use other software. Meanwhile, the addition of themes, SmartArt® graphic layouts, and picture-formatting tools across Office 2010 applications allows users to incorporate captivating visual elements into busi- Figure A. Microsoft Office Outlook 2010 now sports the ribbon interface and tools such as Quick Steps to help ness documents quickly and easily. increase e-mail productivity With Office 2010, Microsoft is also extending the Office experience beyond the borders of the traditional desktop. Using presentations through the Web. Recipients simply view the presentation through Office Web Apps along with SharePoint® Foundation services or complimentary any standard browser. Coauthoring capabilities in Word, Excel®, PowerPoint, Windows Live™ accounts, mobile and remote workers can view, edit, and store and the OneNote® digital notebook also help geographically disparate team Office documents from Internet-connected desktops, laptops, or netbooks. members work together on collaborative projects. The Outlook® 2010 interface has been thoroughly overhauled, and it’s Although Office 2010 can be run on Microsoft Windows XP and a standout. This exceptional e-mail program now sports the familiar ribbon Windows Vista® operating systems, users can take advantage of key fea- interface (see Figure A). Additionally, new tools called Quick Steps provide tures within Windows 7 to help further streamline the Office 2010 experi- workers right-click access to tasks such as compressing, categorizing, and ence. For example, Windows 7 Jump Lists provide fast access to recently filing long e-mail threads, helping to save space and facilitate fast access used files or common Office tasks. In addition, the Windows 7 taskbar to information. enables workers to move quickly from one Office application to another. Office 2010 helps to make collaborating with remote and mobile workers Together, Windows 7 and Office 2010 help users get the job done from easier than before. For example, with Office 2010, users can broadcast PowerPoint wherever they are working.

*Features discussed here are based on the Microsoft Office Professional Plus 2010 Beta release and are subject to change.

from branch office locations. To help network in remote or branch office loca- When remote clients attempt to reduce wide area network (WAN) traffic tions to enhance productivity—allowing retrieve data from servers located in the and boost network application respon- remote users to work with files in an envi- central data center, a copy of the retrieved siveness, the BranchCache™ feature in ronment that is designed to be identical content is stored on the local network at Windows 7 and Windows Server 2008 R2 to the experience of their peers in the the remote location. Subsequent requests caches frequently used content on the central office. for the same content can be served from

DELL.COM/PowerSolutions 9 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

replicas help protect digital assets by providing branch offices and remote locations Traditional VPN Connection is not always established with read-only access to information replicated to those locations by using DFS.

Connection cannot originate from intranet Because the information is read-only, this feature helps prevent remote users from modifying or accidentally deleting information stored in DFS replicated content.

Intranet Remote or RemoteApp and Desktop Connection. Connection originates from remote or mobile user mobile user on indeterminate schedule The RemoteApp and Desktop Connection feature allows administrators to make RemoteApp programs and virtual desktops easily available to users with client DirectAccess Connection is established at start time, computers running Windows 7. This fea- and user does not need to log on ture also helps integrate applications and desktops virtualized by using Remote Connection can originate from intranet Desktop Services with the Windows 7 user interface, enabling a remote user experience designed to be identical to

Intranet Remote or working locally. Connection to intranet is designed to always be active mobile user Microsoft Windows 7 is designed to meet the rigorous client requirements of Figure 1. The DirectAccess feature in Windows 7–based clients establishes a remote connection to intranet diverse organizations that support a resources without the complexities of a VPN remote and mobile workforce, while Microsoft Windows Server 2008 R2 pro- this local cache, thereby enhancing access client computers running Windows 7 can vides a solid foundation for supporting times locally and helping reduce WAN remotely access intranet-based resources business-critical workloads and enabling bandwidth utilization between the remote without the installation of additional soft- an exceptionally secure operating environ- or branch location and the central network. ware. As a result, mobile users can remotely ment for data centers deploying Dell BranchCache caches both HTTP and Server access their desktop images. The desktop PowerEdge servers. Together, Windows 7 Message Block (SMB) content and helps on the remote Windows 7 client is designed and Windows Server 2008 R2 advance ensure access only to authorized users, to provide users with an experience that is efficiency and productivity through a because the authorization process is car- identical to the experience they would robust Windows-based infrastructure that ried out on the data center servers. have when using their desktop computers enhances remote access, security, and BranchCache works alongside content at the central office location—including the management for Windows 7 client com- encrypted with Secure Sockets Layer (SSL) same desktop icons, Start menu items, and puters while optimizing the user experi- or IP Security (IPsec) and helps accelerate installed applications. When the user closes ence for remote and mobile workers. delivery of that content as well. the session, the remote Windows 7 client Remote Workspace, Presentation desktop environment reverts to the previ- Virtualization, and Remote Desktop ous configuration. Gateway. Without a mobile computer Read-only Distributed File System. provided by their organization, remote Windows Server 2008 introduced the workers are typically unable to access read-only domain controller feature, which intranet-based resources. Providing allows a read-only copy of the Microsoft QUICK LINKs secure remote access to intranet-based Active Directory® directory service to be resources from public computers or placed in environments that may be less Dell and Windows 7: Internet kiosks, for example, can boost secure than central data centers, such as DELL.COM/Windows7Enterprise productivity considerably. branch offices. Windows Server 2008 R2 Migration Expert Zone: Using a combination of the Remote introduces support for read-only copies of www.migrationexpertzone.com Workspace, Presentation Virtualization, information stored in Distributed File and Remote Desktop Gateway features, System (DFS) replicas. Read-only DFS

10 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

Dell Client Systems: All Geared Up for Microsoft Windows 7

™ An array of Dell client systems optimized for the PLAN & ASSESS Microsoft® Windows® 7 OS are ready for organizations looking to bolster their infrastructures as they carry out DESIGN & BUILD ™ ™ their migrations. Dell OptiPlex desktops, Dell Latitude DEPLOY laptops, and Dell Precision™ workstations provide the components and configuration options required to MANAGE & SUPPORT capitalize on the comprehensive productivity and efficiency features built into Windows 7.

icrosoft Windows 7 introduces a range of quickly find, share, and organize documents and features designed to boost user productiv- media within the system and across a network. Mity and advance efficiency. To capitalize on Windows 7 also introduces mobility enhance- these features, organizations need client systems ments to help mobile employees get connected and that have suitable processors and graphics process- stay connected to networks. In Windows 7, users ing units (GPUs) plus sufficient memory capacity have one-click access to available networks, includ- and hard drive space. Multiple Dell OptiPlex desk- ing Wi-Fi®, mobile broadband, dial-up, and virtual tops, Dell Latitude laptops, and Dell Precision work- private networks (VPNs). The VPN Reconnect fea- stations are equipped with the required components ture of Windows 7 Enterprise is designed to main- and offer configuration options that enable organi- tain a persistent VPN connection even when there zations to take full advantage of enhancements are network outages, providing workers with con- across the various Windows 7 editions. sistent VPN connectivity. Windows 7 Enterprise also includes the DirectAccess feature, which is Boosting user productivity designed to give mobile users seamless access to Windows 7 was designed to significantly enhance organizations’ internal networks without requiring user productivity by simplifying a range of every- a VPN. Administrators can grant mobile employees day tasks. For example, enhanced search functions access to file shares, intranet sites, and line-of- help users find information quickly. The integrated business applications while still helping to ensure search engine provides a simple interface for locat- security using IP version 6 (IPv6) and IP Security ing files and folders on the local system, on networked (IPsec) encryption. drives, and even in Microsoft Office SharePoint® The introduction of Windows XP Mode, available workspaces. The addition of Jump Lists provides with Windows 7 Professional and Enterprise editions, fast access to recently used files, while the taskbar enables organizations to retain existing software offers an easy way to get to important applications. investments by allowing them to install and run Users can also create custom libraries to help them Windows XP–based applications on PCs equipped

DELL.COM/PowerSolutions 11 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

to volume-licensing organizations that have opted for Microsoft Software Assurance. In addition to helping simplify mobile connectivity with VPN Reconnect and DirectAccess, this edition also incorporates Microsoft BranchCache™ distributed caching, which helps increase The ultra-thin Dell Latitude 13 laptop network responsiveness and improve the delivers everyday productivity and versatility experience of workers accessing content in branch offices. Windows 7 Enterprise also includes technologies such as BitLocker™ drive encryption to help protect sensitive data on client systems and USB storage devices. Optimizations for running a virtual desktop infrastructure help administrators amplify the benefits of desktop virtualization. with Windows 7. Windows XP Mode uses useful option for many organizations that Microsoft has provided several mini- the latest Microsoft virtualization technol- want to enhance worker productivity while mum technical requirements for client ogy, Windows Virtual PC (formerly simplifying desktop management. To help systems running Windows 7 (see Figure 1). Microsoft Virtual PC), to create a virtual speed the time to mobile productivity, For example, Microsoft recommends Windows XP environment. Windows Windows 7 Professional includes Domain using processors with frequencies of XP–based applications are available to Join, which can facilitate fast and secure 1 GHz or higher; the Intel® Core™2 Duo users straight from the Windows 7 taskbar connections to domains through an easy- processors used in several Dell client or Start menu. Applications can continue to-use wizard. To help protect data, systems easily meet this requirement. To to access many of the system’s hardware Windows Backup and Restore capabilities use Windows XP Mode, systems need resources, including the DVD drive, hard let users or administrators schedule regular processors that include hardware virtu- drive, and USB-compatible peripherals. backups of important documents and alization technology such as Intel system configurations to networked stor- Virtualization Technology (Intel VT) or Ensuring client systems meet age; they can then restore systems to a AMD Virtualization™ (AMD-V™) technol- hardware requirements known state if anything goes wrong. ogy. Dell OptiPlex, Dell Latitude, and Windows 7 is available in multiple edi- Other organizations may select Dell Precision systems offer processors tions. Windows 7 Professional can be a Windows 7 Enterprise, which is available that meet this requirement.

Secure Dell Latitude E6410 (left) and Latitude E6510 laptops help mobile workers stay connected on the road

12 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Workhorse Dell OptiPlex 980 desktops provide advanced features designed for maximum business productivity

Even for basic computing tasks, such as Web browsing or word processing, client systems need to provide adequate memory capacity. Client systems can run the 32-bit version of Windows 7 with 1 GB of RAM, but they need at least 2 GB for the 64-bit version; Dell recommends equipping systems with at least 2 GB of Assessing existing RAM even when running the 32-bit ver- client systems sion to provide a more robust user expe- Some IT organizations may be able Other orga- rience. Using Windows XP Mode requires to determine on their own whether exist- nizations can benefit an additional 1 GB of RAM. Several cur- ing client systems can be migrated to from working with Dell Services rently available Dell OptiPlex, Dell Windows 7. Microsoft offers a compli- to assess the readiness of client sys- Latitude, and Dell Precision systems can mentary, easy-to-use Windows 7 Upgrade tems and the data center, devise a com- be equipped with sufficient memory for Advisor tool to help with this process.1 prehensive plan for migrating systems, running the 64-bit version of Windows 7 An administrator can simply download and help with implementation. with Windows XP Mode. Some Dell sys- and install the Windows 7 Upgrade tems also offer a large memory capacity Advisor onto a client system. Within a Getting ready for to enable organizations to take advantage few minutes, the software can scan the Windows 7 migration of the 192 GB memory limits of the 64-bit system; identify potential problems with on Dell client systems version of Windows 7. existing hardware, software, and periph- Although migrating some client systems Hard drive capacity is likely a concern erals; and then recommend changes that to Windows 7 may require only addi- only for organizations that plan to might be required before upgrading. tional memory or software updates, upgrade existing systems with Windows 7, which requires 16 GB of available hard OS Hard drive Graphics Processor Memory drive space for the 32-bit version or version capacity support 20 GB for the 64-bit version. Dell recom- Microsoft 32-bit 1 GHz 1 GB 16 GB Microsoft mends reserving at least 20 GB of space recommendation DirectX 9 or later and for either version of the OS. Running 64-bit 1 GHz 2 GB 20 GB Microsoft Windows XP Mode requires an additional WDDM 1.0 Dell 32-bit Intel Core 2 Duo 2 GB (3 GB 20 GB (35 GB or later 15 GB of drive space. recommendation (with Intel VT for Windows for Windows for Windows XP Mode) XP Mode) Windows 7 also requires a graphics card 64-bit XP Mode) that supports Microsoft DirectX® 9 technology or later as well as Windows Display Driver Model (WDDM) 1.0 or later. Figure 1. Minimum Microsoft- and Dell-recommended system requirements for Windows 7

1 Available at www.microsoft.com/windows/windows-7/get/upgrade-advisor.aspx.

DELL.COM/PowerSolutions 13 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

Client system Processor Memorya

Dell OptiPlex Dell OptiPlex 980 Intel Core i7, Intel Core i5, Intel Core i3, or Intel Pentium® G6950 Up to 16 GB Premier desktop

Dell OptiPlex Dell OptiPlex 780 Intel Core 2 Quad (not with ultra-small form factor) or Intel Up to 8 GB (up to 4 GB Mainstream desktop Core 2 Duo, both with Intel VT for ultra-small form factor)

Dell OptiPlex Dell OptiPlex 380b Intel Core 2 Quad or Intel Core 2 Duo Up to 4 GB Essential desktops

Dell OptiPlex 360b Intel Core 2 Duo Up to 4 GB

Dell Latitude Dell Latitude E6510 Intel Core i7 or Intel Core i5 Up to 8 GB E-Family laptops

Dell Latitude E6410b

Dell Latitude E5510b Up to 8 GB

Dell Latitude E5410b

Dell Latitude E4310 Up to 8 GB

Dell Latitude E4200 Intel Core 2 Duo Ultra Low Voltage (ULV) Up to 5 GB

Dell Latitude Dell Latitude 13 Intel Core 2 Duo ULV, Intel Core 2 Solo ULV, or Up to 4 GB Specialty laptops Intel Celeron® ULV

Dell Latitude Zb Intel Core 2 Duo SU9600 or higher 2 GB and 4 GB options

Dell Latitude E6400 XFR Intel Core 2 Duo Up to 8 GB

Dell Latitude E6400 ATG Up to 8 GBc

Dell Precision Dell Precision T7500 Quad-core Intel Xeon processor 5500 series Up to 192 GBc (with two workstations processors installed)

Dell Precision T5500 Up to 72 GBc (with two processors installed)

Dell Precision T3500 Quad-core Intel Xeon processor 5500 or 3500 series, Up to 24 GB or dual-core Intel Xeon processor 3500 series

Dell Precision T1500 Intel Core i7-870 or higher Up to 16 GB

Dell Precision Dell Precision M6500 Quad-core Intel Core i7 Extreme Edition or Intel Core i7 Up to 16 GBd mobile workstations

Dell Precision M6400 Covet Intel Core 2 Extreme, Intel Core 2 Quad, or Intel Core 2 Duo Up to 16 GBd

Dell Precision M6400 Intel Core 2 Quad or Intel Core 2 Duo

Dell Precision M4400 Intel Core 2 Extreme or Intel Core 2 Duo Up to 8 GB

Dell Precision M2400 Intel Core 2 Duo

Dell Precision Dell Precision R5400 Intel Xeon Up to 32 GB rack workstation

a A 64-bit OS is required for 4 GB of RAM or more. b Supports 32-bit Windows 7 OS only. c Up to 1 GB may not be available with 32-bit operating systems depending on system resource requirements. d Total available memory may be reduced with 32-bit operating systems depending on system configuration.

Figure 2. Processor and memory options for Windows 7–ready Dell client systems

14 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. organizations may decide to refresh other systems with Robust Dell Precision M6500 mobile workstations the latest Dell clients as part deliver exceptional performance for demanding applications of the migration process. Dell OptiPlex desktop, Dell Latitude laptop, and Dell Precision workstation product lines Dell Latitude: Secure laptops desks without compromising perfor- include multiple models that can be con- Dell Latitude laptops include a broad array mance. These powerful Dell client sys- figured to capitalize on Windows 7 of system designs and configuration tems help organizations maximize the enhancements (see Figure 2). The broad options for a variety of mobile environ- productivity capabilities of Windows 7. range of Dell client systems available for ments. Equipped with robust wireless Windows 7 gives organizations the flex- options, Latitude systems can work with Advancing efficiency ibility to select the appropriate mix of Windows 7 connectivity features to help with a Windows 7 migration client systems for a comprehensive range mobile workers get connected and stay Microsoft Windows 7 is designed to offer of usage scenarios. connected on the road. Designed for tight important tools for enhancing efficiency, security and remote manageability, and productivity, and business innovation. Dell OptiPlex: Workhorse desktops backed by world-class service and sup- Dell client systems help organizations Whether organizations are looking for port, Latitude systems deliver robust capitalize on key Windows 7 features desktops with high performance in a mobility. Select Latitude E-Family and while enabling IT departments to take scalable platform, cost-effective work- Latitude Specialty models can be config- advantage of advanced technology horses for mainstream office tasks, or ured to run Windows 7. across a comprehensive range of something in between, Dell OptiPlex hardware platforms. systems can meet these needs. Available Dell Precision: Robust workstations in a range of form factors and configura- Dell Precision workstations are designed tions, OptiPlex systems provide the to deliver exceptional performance for versatility for a variety of uses. Several some of the most demanding applications. OptiPlex systems can be configured Organizations can select desktop models to run Windows 7 Professional and for office workers and mobile worksta- Enterprise editions. tions to help liberate workers from their QUICK LINKs

“Dell client systems help organizations Dell and Windows 7: capitalize on key Windows 7 features DELL.COM/Windows7Enterprise Dell OptiPlex desktops: while enabling IT departments to take DELL.COM/OptiPlex advantage of advanced technology Dell Latitude laptops: DELL.COM/Latitude across a comprehensive range of Dell Precision workstations: hardware platforms.” DELL.COM/Precision

DELL.COM/PowerSolutions 15 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

Accelerating the Transition to Microsoft Windows 7 with Dell Client Management Tools

By Travis Zhao PLAN & ASSESS A comprehensive suite of management tools and utilities DESIGN & BUILD helps organizations expedite the transition to the DEPLOY Microsoft® Windows® 7 OS on Dell™ client systems. These exceptional resources are designed to simplify MANAGE & SUPPORT assessment, deployment, and monitoring in addition to facilitating ongoing life cycle management of Dell platforms.

electing the most efficient deployment method tasks, such as accessing information about client sys- is a top concern for IT organizations planning tems and monitoring their status. Stheir move to Microsoft Windows 7. To that end, The Dell Client Configuration Utility (DCCU), which Dell offers open, flexible client management tools and runs locally on client systems, allows administrators to services that help reduce the complexity and cost of a modify BIOS configurations and update BIOS firm- Windows 7 migration. The comprehensive solution set ware. It also creates executable files that can be dis- includes multiple levels of tools, services, and capabili- tributed to multiple systems. Select Dell client systems ties designed to address the specific management are available with either Intel® vPro™ processor technol- needs of diverse organizations—ranging from basic, ogy or Broadcom TruManage, which provides out-of- built-in functionality for do-it-yourself Dell client man- band client access, hardware alerting, setup, and agement to Dell management software for large client provisioning features. Both Intel vPro technology computing environments and integration with com- and Broadcom TruManage allow administrators to prehensive third-party management solutions (see access a Dell client system even if its OS is down. Figure 1). Organizations can also take advantage of a range of Dell Services offerings that were devel- Streamlined management with Dell downloads oped based on Dell’s firsthand experience deploying The complimentary Dell Client Configuration Toolkit Windows 7 throughout its own global organization using (CCTK) provides a command line–based scripting utility patent-pending Dell deployment methodologies. that runs on client systems to allow BIOS configuration changes. Administrators can script their BIOS configu- Using built-in functionality ration changes and then either execute those scripts and local client tools during imaging or distribute the scripts using the exist- Dell client systems take advantage of a range of tech- ing infrastructure for configuration management. nologies and utilities to enable the basic monitoring and Dell Client System Update (DCSU) is a local tool configuration at the core of client management. System that allows authorized users to scan BIOS and driver Management BIOS (SMBIOS) support makes informa- revisions on a local system using a graphical user inter- tion about Dell client systems available to administra- face (GUI). It then compares that information to BIOS tors. Dell OpenManage™ Client Instrumentation (OMCI) and driver updates on the Dell support Web site and allows IT managers to perform basic management recommends required updates. Dell Client Driver Pack

16 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Tools and utilities Dell management tools Partner management tools

Out-of-band remote access Intel vPro and Broadcom TruManage Dell Management Console for Microsoft System Center and LANDesk Clients (complimentary down- Management Suite load) and Dell KACE systems Hardware updates Dell Update Packages (for BIOSs and management appliances Microsoft System Center Configuration drivers) and Dell Client System Update Manager and LANDesk software

BIOS configuration Dell Client Configuration Toolkit and Dell Client Configuration Utility

Hardware monitoring Dell OpenManage Client Instrumentation Dell Client Management Pack for Microsoft and inventory System Center Operations Manager and LANDesk software

Deployment Dell Client Driver Pack CAB files Dell Client Management Plus and Dell Client Deployment Pack for Microsoft Dell Client Management Suite System Center Configuration Manager (fee-based downloads) and Dell Backup and recovery Dell Backup and Recovery Manager KACE systems management Microsoft System Center and LANDesk appliances software Software distribution, patch management, software usage metering, asset management, and power management

Figure 1. Client management tools and utilities for Windows 7 migrations

CAB files, also available as complimentary Centralizing tasks with the basic out-of-band management with Intel downloads, provide simple file directories Dell Management Console vPro and Broadcom TruManage support. with the driver files required for Dell For organizations managing a growing The Altiris Deployment Solution™ for Dell OptiPlex™ desktops, Dell Latitude™ laptops, number of client systems or looking to Thin Clients plug-in is another compli- and Dell Precision™ workstations. integrate the management of desktop and mentary download that adds advanced laptop systems within the overall IT infra- software tools for thin-client manage- Dell software for Windows 7 migration structure, the Dell Management Console ment of the Dell OptiPlex FX160. Built-in functionality and local tools can Powered by Altiris™ from Symantec™ Dell Client Management Plus is a fee- assist administrators with a Windows 7 provides a comprehensive framework. based module that adds software man- migration. First, administrators can use Organizations can use the Dell Management agement capabilities such as migration OMCI and the DCSU tool to verify that the Console to centralize, remotely control, and of user data and settings, automated client components and software are ready automate tasks like OS deployment and deployment, client software distribution, for Windows 7. For example, BIOS set- updating through a single GUI (see Figure 2). advanced out-of-band support, and tings may need to be changed to set up The console integrates with underlying Dell inventory of OS and software configura- a Trusted Platform Module (TPM) for the instrumentation, and can automatically tion settings. Dell Client Management Windows 7 BitLocker™ security feature. download and distribute instrumentation Suite is a fee-based module that adds Downloading the Dell .cab file with not already on the client systems. advanced software management tools, plug-and-play drivers for the specific including OS patching, software license platform helps significantly simplify the Reduced costs with an incremental, metering, remote control of clients over image deployment process by avoiding phased approach a LAN, and enforcement of system con- the need to search the Web for the appro- The Dell Management Console offers basic figuration and software policies. priate drivers. Administrators can also centralized hardware management and download the DCCU tool to script BIOS the ability to use plug-in solutions to sup- The Dell Management Console configurations, and then run the script to port advanced functionality. The Dell and Windows 7 migration make the changes. Building on these Management Console for Clients (formerly The Dell Management Console for Clients capabilities, administrators can automate Dell Client Manager) is a complimentary allows administrators to discover and the Windows 7 migration process using download that provides basic centralized inventory client systems and distribute the tools of their choice. For small deploy- hardware management, including discov- BIOS updates and configuration in a ments of just a few clients, the Dell ery and inventory of client systems, one-to-many fashion before migrating to Upgrade Assistant can help guide users one-to-many BIOS updates, power Windows 7. With the addition of Dell through the Windows 7 installation pro- management, and client hardware health Client Management Plus, administrators cess in a simple and thorough fashion. monitoring. The download also provides can use the Dell Management Console for

DELL.COM/PowerSolutions 17 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

Simplifying client management for Windows 7 migrations A key goal for Dell is to provide open manageability that enables administrators to use the most suitable tools for their organizations’ size and needs regardless of client hardware platform. Dell helps simplify the task by providing several client management options that do not force organizations into a proprietary paradigm. As a result, organizations can optimize return on investment whether they prefer to manage client systems themselves, use a Dell management approach, or continue using an existing management infrastructure. In addition, many organizations Figure 2. Dell Management Console GUI for centralized management of clients, including Windows 7 deployments aiming to capitalize on technology advancements in Microsoft Windows 7 automated deployment of Windows 7, Organizations implementing the Dell can benefit from Dell’s firsthand experi- including allocation of drivers and distribu- Management Console have a natural pro- ence in deploying Windows 7 through- tion of images to networked clients. gression path through the various client out its own global operation by taking management modules. For Windows 7, advantage of Dell deployment method- Dell KACE management appliances administrators can take advantage of ologies and Dell Services options. By With Dell’s planned acquisition of leading Altiris Deployment Solution integration in engaging early in the Windows 7 devel- systems management appliance company Dell Client Management Plus and Dell opment cycle, Dell has gained key KACE, the Dell KACE family of products Client Management Suite to automate insights into the new OS, particularly as provides a cost-effective, “pay as you bare-metal Dell client configuration and it functions together with advanced Dell grow” management approach for organi- deployment across the organization. client technologies for Windows 7 migra- zations, educational institutions, and state Alternatively, organizations can use tion and management. and local governments. Designed for ease Dell tools to leverage their existing of installation and use, Dell KACE appli- Microsoft System Center Configuration Travis Zhao is a senior product manager ances can be particularly effective in orga- Manager (SCCM) and System Center focusing on client system management nizations where limited resources require Operations Manager (SCOM) deployments. within the Dell Enterprise Product Group. IT staff members to perform multiple Dell offers three Microsoft System Center roles. Incorporating hardware, software, extensions for Dell client management: the and OS management capabilities, these Dell Client Management Pack for monitor- appliances can help significantly simplify ing clients through SCOM, the Dell Client Windows 7 migration tasks. Deployment Pack for OS and application deployment through SCCM, and the Dell Benefiting from third-party Business Client Update Catalog for driver QUICK LINKs integration and BIOS updates through SCCM. To unify comprehensive management func- Administrators can use the Dell Client tionality, Dell has integrated its tools with Deployment Pack and Dell Business Dell and Windows 7: management solutions from a broad range Client Update Catalog together with DELL.COM/Windows7Enterprise of partners, including Microsoft, Symantec, SCCM to automate the bare-metal configu- Dell systems management: and LANDesk. By leveraging OMCI and ration and deployment of Windows 7 DELL.COM/OpenManage other Dell enablement technologies, IT organization-wide. The Dell Business Dell TechCenter community: www.delltechcenter.com/page/ administrators have the flexibility to build Client Update Catalog is designed to auto- Dell+Management+Console management functionality in step with size matically download and update Dell client and organizational requirements. BIOSs and drivers through SCCM.

18 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Introducing Dell®/Broadcom® 10Gigabitand Gigabit Fully Converged Networking Adapters

Broadcom NetXtreme II® 57711 Dual Port SFP+ and Copper Direct Attach 10Gb Ethernet PCI-Express Network Interface Card with TOE and iSCSI Offload

Broadcom NetXtreme II® 5709 Quad Port Gigabit Ethernet PCI-Express Network Interface Card with TOE and iSCSI Offload

Broadcom Converged Network Interface Controller (C-NIC) technology network interface cards enable convergence of the networking communications for data network (LAN) and block storage (iSCSI) connections. All this with lower CPU utilization and optimized throughput at multiple speeds for Dell PowerEdge™ and DCS solutions for enterprise, data center and cloud computing environments.

For further information, go to: http://bit.ly/7cKpFJ or contact your Dell sales representative.

Broadcom®, the pulse logo, Connecting everything®, the Connecting everything logo, and netxtreme II® are among the trademarks of Broadcom Corporation and/or its affiliates in the United States, certain other countries and/or the EU. Any other trademarks or trade names mentioned are the property of their respective owners. Feature Section: Empowering the Efficient Workforce with Windows 7

Capitalizing on Microsoft Windows 7 Mobility Features for Secure Remote Access

By Ed Cline, Jason Paul, and Tom Kolnowski

PLAN & ASSESS As legions of mobile workers connect to their organizations’ internal networks, IT leaders must find ways to enhance DESIGN & BUILD efficiency and simplify management of remote systems. DEPLOY Recent innovations in Dell™ client solutions and the Microsoft® Windows® 7 OS enable faster, easier mobile MANAGE & SUPPORT access to networks than ever before—helping to reduce total cost of ownership and increase remote client stability.

widespread and growing mobile workforce Managing remote systems effectively is expanding the scope of traditional IT Dell offers a variety of leading technologies to help A infrastructures. As the borderless office simplify remote management while reducing total model becomes increasingly prevalent, many cost of ownership. Simplified management starts with organizations face growing demands to enhance the built-in hardware monitoring and configuration their support for geographically dispersed workers capabilities that form the core of Dell client manage- and remote employees, who require secure, easy- ment instrumentation and utilities. to-use mechanisms that enable remote access to Running on top of this built-in Dell instrumenta- internal networks. tion, the Dell Management Console Powered by For IT managers, supporting this remote and Altiris™ from Symantec™ offers a “single pane of glass” mobile workforce means addressing multiple chal- view of IT infrastructure and enables administrators lenges. In addition to secure network access for a to add clients, configure or update the BIOSs of mul- variety of mobile devices, users look to their IT tiple systems simultaneously, monitor system health, departments to provide a seamless, high-quality and deliver basic provisioning. The Intel® vPro™ tech- computing experience that fosters productivity in nology available in many Dell clients enables out-of- the field as well as in the office. At the same time, band management as well. organizations are looking for ways to enhance the Windows 7 enhances these capabilities with a stability of the mobile computing infrastructure variety of remote management features. For exam- and reduce IT management costs associated with ple, Windows 7 helps strengthen manageability by growing mobility. allowing IT administrators to service remote systems Running Microsoft Windows 7 on Dell Latitude™ on a regular basis and help ensure that mobile sys- laptops and Dell Precision™ mobile workstations tems stay up-to-date with organizational policies. helps organizations to meet these challenges by With the DirectAccess feature in Windows 7, IT taking advantage of the latest performance, man- administrators can manage mobile systems by ageability, and productivity advances for client sys- updating Group Policy settings and distributing soft- tems. Dell worked extensively with Microsoft to build ware updates whenever the mobile system has many common device drivers directly into the Internet connectivity, even if the user is not logged Windows 7 kernel. on to the network.

20 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Safeguarding remote client stability can be simple and effective with the Windows 7 AppLocker™ feature. When users download unauthorized software, they can inadvertently introduce application conflicts and malware. AppLocker allows IT administrators to specify which applications and versions may be installed. Administrators can manage an application regardless of whether it is accessed internally from a local area network (LAN) or externally from either a wide area network (WAN) or the Internet. This feature helps simplify IT by giving administrators a single tool and interface to manage applications and by helping reduce the number of application versions they need to manage. Windows 7 also helps accelerate problem resolution. When problems arise with a remote client, the Problem Steps Recorder tool in Windows 7 expedites Dell Latitude E-Family laptops were built from the ground up to help maximize mobile productivity, security, the support process. This tool documents and manageability the steps needed for resolution by capturing screen shots of the desktop and helps to free users from loading and utility includes integrated drivers for additional details about the user interface activating a VPN, because this step is broadband cards from various providers. elements and OS. integrated into the remote access con- Instead of loading the software from a nection process. card provider and then hoping it is com- Providing fast, easy Helping to further simplify remote patible with the client OS and hardware, network access access, the Microsoft mobile broadband users can rely on built-in compatibility. Capabilities in Dell client systems Windows 7 can recognize the card type, together with Windows 7 help simplify automatically load the appropriate driv- and accelerate the user experience com- ers already integrated within the OS, and pared with previous versions of Windows. provide a familiar Windows interface for For example, single-click access to net- users to customize settings. works and plug-and-play connections Dell Latitude ON™ connectivity tech- with 3G mobile cards help advance user nology contributes to fast access and efficiency. user productivity by helping to reduce With Windows 7 running on Dell lap- system startup time. Provided as an inte- tops, the process of pulling up a mobile grated module for Latitude E4200 and broadband application, making a con- Latitude E4300 laptops, this technology nection, and accessing a virtual private is designed to give users near-instant network (VPN) is designed to be signifi- access to calendars, e-mail, contacts, the cantly faster than on systems running Internet, and other frequently used appli- the Windows XP or Windows Vista® OS. cations. Well suited for mobile users who Windows 7 provides a single interface need to quickly check e-mail or appoint- designed to display available networks ments on the go, Dell Latitude ON enables and make the strongest connection, bidirectional remote access to Microsoft whether that is through Wi-Fi® or broad- Exchange data with the single touch of a band connectivity (see Figure 1). Also, Figure 1. A single Windows 7 interface displaying button, without booting or waking the the Windows 7 DirectAccess feature available Wi-Fi and broadband networks entire laptop.

DELL.COM/PowerSolutions 21 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

digital editing, and computer-aided manufacturing applications. A federated search feature in Windows 7 helps boost productivity by removing barriers to information. The feature is designed so that workers can access relevant information in remote network and Internet repositories through a simple user interface (see Figure 2). For example, users can configure the interface as a federation of selected Microsoft Office SharePoint® sites, data servers, and Internet sites and avoid sifting through volumes of stored data or trying to remember which SharePoint site contains a needed document. The feature is integrated with the Microsoft Internet Explorer® browser, and Figure 2. Windows 7 federated search displaying information from multiple remote repositories within a single view is standards based to enable it to work with other browsers as well. Extending mobile platform screen dims after 30 seconds and the user Fast connection of Windows 7 clients to battery life immediately moves the mouse to brighten projectors enables smooth, productive pre- With long-lasting battery life (up to 22.5 hours the display, Windows 7 waits 60 seconds sentations on the road. The Windows 7 in select mainstream models1), Dell Latitude before dimming the display again. driver display utility helps make it easy to laptops are designed to support all-day plug in a projector and display presentations computing. Dell Latitude ON extends this Boosting user productivity without delay. A pop-up navigation window battery life by conserving power when it Besides helping save battery power, the enables users to switch through multiple bypasses a full system boot. lighter processing footprint for the Aero display settings, such as clone, extend, or Windows 7 helps extend battery life interface under Windows 7 also enhances external only. Also, users do not need to as well. First, Windows 7 has a compara- user productivity compared with Windows adjust the resolution because Windows 7 tively light processing footprint compared Vista. Migrating an existing Dell client from optimizes the projected image. with the previous OS version. While the Windows Vista to Windows 7 can boost Using a keyboard and mouse is not Microsoft Aero® interface offers an intui- performance and the responsiveness of always convenient for mobile users, and tive and aesthetically pleasing user experi- business productivity applications running Windows 7 introduces support for multi- ence, in Windows Vista it required on the same hardware. In addition, users touch technology that can help reduce or intensive graphics processing that could updating to Windows 7 may be less likely avoid the need for these peripherals. Users slow system performance and drain bat- to require add-on graphics coprocessors can simply touch the screen to perform tery power. Retooled Aero code in to run demanding software such as design, tasks such as scrolling, resizing windows, Windows 7 is less processor intensive than it was in Windows Vista, drawing less power and helping to extend the life of Migrating an existing Dell client laptop batteries. “ The display on a mobile PC typically from Windows Vista to Windows 7 consumes more battery power than any can boost performance and the other part of the computer. Windows 7 responsiveness of business addresses this factor by automatically reducing display brightness after a period productivity applications running of inactivity to help conserve power and on the same hardware.” prolong battery life. The feature intelligently adapts to user activity—for example, if the

1 Based on Dell lab testing on a Dell Latitude E6400 with solid-state drive. Actual battery life will vary based on configuration, operating conditions, and other factors. Maximum battery capacity decreases with time and use.

22 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. capabilities built into Dell mobile computing platforms, can improve access, productiv- “Windows 7 introduces or enhances ity, and security for mobile users. OS features that, together with These mobility features can also enhance manageability and reduce total capabilities built into Dell mobile cost of ownership of mobile platforms for computing platforms, can improve IT managers. Dell Latitude laptops and Dell access, productivity, and security Precision mobile workstations are Windows ready and designed with advanced for mobile users.” technology options that can fit the requirements of nearly any environment. Organizations can have Windows 7 factory playing media, and panning and zooming fingerprint-scanning hardware, including installed by Dell when they refresh their images or pages. Workers can also browse enhanced driver support. Windows 7 mobile computing environments, or can the Web with Internet Explorer 8 and use a includes a control panel that helps make migrate existing laptops to Windows 7 finger to scroll down a Web page. Using it easy to enter user fingerprint data and using Dell tools and services. Windows Touch functionality requires a configure fingerprint reading. Potential touch-screen monitor or laptop with a touch uses include identifying workers before Ed Cline is the technology specialist for screen; selected Dell business systems, such allowing them to log on to Windows and mobile computing in the Dell Advanced as the Dell Latitude XT2 XFR, are ready to authenticating users for other applications Solutions Group. He has over 25 years of support Windows Touch out of the box. or Web site access. experience in various product and market Location-aware printing is another Available with Windows Vista as well development roles, serving with Atari, feature that helps save time and effort. as Windows 7, BitLocker™ drive encryption Philips, Motorola, Compaq, and AMD before Windows 7 allows users to designate sev- helps protect sensitive data from being coming to Dell, where he has worked for eral default printers in different locations, accessed by unauthorized users who over 10 years. so there is no need to reset the default come into possession of lost or stolen lap- printer or remember the printer name. tops. The BitLocker To Go™ feature extends Jason Paul is a senior client technologist in Windows 7 automatically switches the BitLocker data protection to USB drives the Dell Advanced Solutions Group. Before default printer for a laptop when it and other removable media, enabling joining Dell, he had over 15 years of experi- detects that the user has moved from them to be encrypted and restricted with ence articulating the business value of one network location to another. a passphrase or smart card. emerging technologies for Microsoft, Connecting to a new printer in a remote Dell also provides Trusted Platform Adobe, and EDS. Jason has a degree in location can be simplified by virtue of Module (TPM) 1.2 hardware that can be used Economics from the University of having most drivers already built into the to implement BitLocker drive encryption. Washington. Windows 7 kernel. TPM provides integrity authentication to help ensure a trusted boot pathway. The key Tom Kolnowski is editor-in-chief and pub- Enhancing security used for the drive encryption is sealed by lisher of Dell Power Solutions Magazine. for mobile devices the TPM chip. When a user attempts to Several enhanced security capabilities access the drive, the key is released to the supported by Dell and Microsoft help pre- OS loader code only if the early boot files vent unauthorized access and protect appear to be unmodified, helping ensure that data in mobile systems. Enforcing user only authorized users access the drive. accounts to adopt a strong password is the first step in protecting access to Dell Streamlining mobile access QUICK LINKs clients running Windows 7. For an addi- with Windows 7 tional layer of protection, especially in the Organizations that deploy Dell Latitude Dell and Windows 7: field, selected Dell models come equipped laptops and Dell Precision mobile work- DELL.COM/Windows7Enterprise with built-in biometric security in the form stations for remote workers can optimize of a fingerprint scanner. innovative mobility features in Microsoft Dell mobility solutions: DELL.COM/Mobility With Windows 7, Microsoft provides Windows 7. Windows 7 introduces or enhanced integration between the OS and enhances OS features that, together with

DELL.COM/PowerSolutions 23 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

How Dell Services Help Simplify the Migration Path to Microsoft Windows 7

By Terry Lake and Jim Ginger

PLAN & ASSESS Software migrations can be daunting without an expert partner to help map out the transition strategy. Dell DESIGN & BUILD has worked closely with Microsoft and early adopters DEPLOY of the Microsoft® Windows® 7 OS to develop reference architectures and streamline the migration process MANAGE & SUPPORT through workshops, expert assessments, design, proof-of-concept testing, and implementation.

he toughest part of any software migration that issues can be handled quickly as they arise. By can be simply figuring out where to start. taking advantage of Dell expertise to streamline the TOrganizational readiness is about much more migration process, organizations can focus on how than hardware and application compatibility; it also the enhancements in Windows 7 can benefit the requires the right technology foundation, deploy- organization as a whole. ment strategy, and staff training. Evaluating hardware readiness is a logical first step. What needs to Guidance from a smart be upgraded and replaced, and what works as is? technology partner Peripherals compatibility can be important as well— Fortunately, IT organizations do not have to navi- this aspect caught many users of the Microsoft gate the path to Windows 7 alone. As an early Windows Vista® OS by surprise, and should not be adopter of Windows 7 within its own global infra- overlooked when planning a move to Windows 7. structure, Dell offers comprehensive expertise The next step is studying application compatibil- based on firsthand experiences during the migra- ity. Often, the most significant challenge organization process. Engaging with Microsoft early in the tions face during a migration is ensuring that their Windows 7 development cycle also provided Dell applications work in the new operating environment. with exceptional insight into both technology Following a well-documented, repeatable, and platforms and the best practices that help ensure results-driven testing process can be the key to application compatibility and streamline deploy- achieving this goal. ment processes through patent-pending Dell Organizations should also consider their tech- deployment methodologies. nology foundation: taking advantage of key Dell Services participated jointly with Microsoft Windows 7 features often requires identifying and in supporting mutual customers through the implementing supporting technologies in the data Windows 7 Technology Adoption Program (TAP). center. They can next define their deployment In addition, Dell is a member of the Microsoft strategy, including establishing a deployment time- Consulting Services Preferred Services Partner line that takes into account the scope of necessary Program in the United States. application testing and remediation efforts. Finally, Dell also provides organizations with enhanced they should educate front-line staff in advance so product validation of Microsoft solutions on Dell™

24 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. case in point platforms. This solution and product validation is performed jointly through Microsoft Product Development and Dell “Our partnership with Dell gives us Enterprise Solution Centers, where a the opportunity to enhance our IT dedicated Dell team focuses on solution infrastructure and improve operations testing, verification, and certification of by deploying emerging Microsoft the Microsoft solution stack. technologies. The network of expertise we can access through Dell is invaluable.” Dell Services methodology —Ian Burgess Dell estimates that large organizations Head of Microsoft and data center platforms may need 12–18 months to complete a at Betfair migration to Windows 7. During that October 2009 time, Dell Services works as an extension of the existing team within an organization—which helps to free up valuable human resources to inno- and image consulting as well as opti- A comprehensive Windows 7 vate and focus on strategic projects. mized deployment planning. Application Compatibility Reporting Dell helps to simplify migration to (ACR) Assessment offers analysis of Windows 7 by breaking the process Phase 2: Assessment applications in use throughout the orga- down into five key phases. To help realize the full benefits of nization. Application compatibility is one Windows 7, organizations must ensure of the biggest perceived challenges to Phase 1: Workshop that their computing environments are migration, and rightly so—many applica- Workshops help IT professionals under- prepared for the upgrade. The assess- tions require some remediation through stand the potential of Windows 7 and ment phase provides a detailed technical the packaging layer before a migration the Dell consulting process. As part of and operational overview and a valida- to Windows 7. The ACR Assessment each workshop, Dell determines the tion of the current infrastructure and helps identify which applications can be objectives and the current state of the dependent services. remediated and which require replace- organization’s IT infrastructure relative Designed to identify application com- ment, upgrade, or another approach to specific scenarios. Expert Dell consul- patibility, hardware compatibility, and (see Figure 1). tants provide knowledge transfers and migration readiness, the Dell ProConsult The Windows 7 Application Compatibility discuss design points, concluding with a Windows 7 Readiness Assessment com- Factory (ACF) teams Microsoft with brief planning exercise. prises a three-week engagement that service partners to help organizations Dell ProConsult Windows 7 work- includes both on-site and off-site analy- migrate their applications to Windows 7. shops offer a collaborative forum to sis. Dell teams use a variety of tools and Dell, as a Microsoft ACF partner, offers share ideas, best practices, and the surveys to gather data on the current IT comprehensive global coverage. field-tested Dell process for planning infrastructure, and then present recom- As part of the ACF methodology, Dell Windows 7 migrations. Dell also provides mendations based on the initial applica- analyzes the application suite in use within workshops that focus on application tion compatibility findings. the organization—including commercial

case in point

“Thanks to Dell ProConsult, we have a very good model in place where we can deploy and upgrade across the agency seamlessly. We could not have done this without Dell’s support.”

—Wade Morgan National IT manager at Euro RSCG December 2009

DELL.COM/PowerSolutions 25 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

and testing system images to help reduce the chances of rework. And the Dell ACF – Proof-of-Concept service for Existing application portfolio Red Windows 7 offers comprehensive com- 17% patibility and remediation services to Green Amber 35% help overcome common problems during Dell ACR process 46% OS migrations. Following compatibility testing, the Dell best practice is to first remediate the applications by packaging or repackaging the failed group into compatible Microsoft Windows Installer (MSI) files. This service involves applying a standard software development engineering pro- SL # Application Name Install Test Function Test Compatible SL # Application Name Install Test Function Test Compatible SL # Application Name Install Test Function Test Compatible 1 Ofcscan Trend new Failed NA Red 1 Ofcscan Trend new Failed NA Red 1 Ofcscan Trend new Failed NA Red 2 Oracle817Client Successful Failed Red 2 Oracle817Client Successful Failed Red 2 Oracle817Client Successful Failed Red 3 Jinit11814 Successful Successful Green 3 Jinit11814 Successful Successful Green 3 Jinit11814 Successful Successful Green 4 PGP Desktop Failed NA Red 4 PGP Desktop Failed NA Red 4 PGP Desktop Failed NA Red cess to help efficiently resolve issues 5 Sales Audit 4.1 Successful Unverifiable Grey 5 Sales Audit 4.1 Successful Unverifiable Grey 5 Sales Audit 4.1 Successful Unverifiable Grey 6 Equity Edge 4.1 (D) Successful Unverifiable Grey 6 Equity Edge 4.1 (D) Successful Unverifiable Grey 6 Equity Edge 4.1 (D) Successful Unverifiable Grey 7 Oracle_9i Client Successful Unverifiable Grey 7 Oracle_9i Client Successful Unverifiable Grey 7 Oracle_9i Client Successful Unverifiable Grey 8 HarvestWorkbench Fixable Fixable Amber 8 HarvestWorkbench Fixable Fixable Amber 8 HarvestWorkbench Fixable Fixable Amber 9 Smartlook Front End 5.0.087 Successful Unverifiable Grey 9 Smartlook Front End 5.0.087 Successful Unverifiable Grey 9 Smartlook Front End 5.0.087 Successful Unverifiable Grey 10 Ofcscan Trend new Successful Successful Green 10 Ofcscan Trend new Successful Successful Green 10 Ofcscan Trend new Successful Successful Green discovered during testing. In addition to 11 Oracle817Client Successful Successful Green 11 Oracle817Client Successful Successful Green 11 Oracle817Client Successful Successful Green 12 Jinit11814 Successful Successful Green 12 Jinit11814 Successful Successful Green 12 Jinit11814 Successful Successful Green 13 PGP Desktop Successful Successful Green 13 PGP Desktop Successful Successful Green 13 PGP Desktop Successful Successful Green 14 Sales Audit 4.1 Successful Fixable Amber 14 Sales Audit 4.1 Successful Fixable Amber 14 Sales Audit 4.1 Successful Fixable Amber 15 Equity Edge 4.1 (D) Successful Fixable Amber 15 Equity Edge 4.1 (D) Successful Fixable Amber 15 Equity Edge 4.1 (D) Successful Fixable Amber packaging or repackaging, the remedia- 16 Oracle_9i Client Successful Fixable Amber 16 Oracle_9i Client Successful Fixable Amber 16 Oracle_9i Client Successful Fixable Amber 17 HarvestWorkbench Fixable Fixable Amber 17 HarvestWorkbench Fixable Fixable Amber 17 HarvestWorkbench Fixable Fixable Amber 18 Smartlook Front End 5.0.087 Fixable Fixable Amber 18 Smartlook Front End 5.0.087 Fixable Fixable Amber 18 Smartlook Front End 5.0.087 Fixable Fixable Amber 19 Ofcscan Trend new Fixable Fixable Amber 19 Ofcscan Trend new Fixable Fixable Amber 19 Ofcscan Trend new Fixable Fixable Amber 20 Oracle817Client Successful Successful Green 20 Oracle817Client Successful Successful Green 20 Oracle817Client Successful Successful Green 21 Jinit11814 Successful Successful Green 21 Jinit11814 Successful Successful Green 21 Jinit11814 Successful Successful Green tion process includes making decisions 22 PGP Desktop Failed NA Red 22 PGP Desktop Failed NA Red 22 PGP Desktop Failed NA Red 23 Sales Audit 4.1 Successful Failed Red 23 Sales Audit 4.1 Successful Failed Red 23 Sales Audit 4.1 Successful Failed Red regarding retirement, consolidation, redevelopment, and virtualization of

Application the applications. remediation Phase 3: Design Application must be retired, replaced, The design phase helps to simplify the Application is ready Application is ready rewritten, upgraded, migration process by giving organizations for user acceptance for user acceptance or migrated to a a road map to follow as they make the testing testing virtual environment move to Windows 7. It helps to facilitate a rapid, seamless migration by enabling the infrastructure to be prebuilt and by Figure 1. A typical Dell ACR assessment for Windows 7 identifies a significant proportion of applications that can providing a tested implementation plan be remediated through packaging through the pilot stage. Dell Services can map out the entire and custom-developed applications—to Titling Engine Service enables the process of deploying Windows 7 using determine which applications require Dell team to avoid redundant, obsolete, tested delivery and staging processes to work to migrate to Windows 7. The or unsupported applications through a handle each phase—from order consoli- Dell Software Inventory and Usage process of organizing software data into dation and preinstallation testing through Management service complements the concise inventory reports. application remediation, coordination of ACR and ACF offerings by automating In addition, Dell Image Assessment deployment resources with equipment asset discovery and monitoring usage. Services enable organizations to select delivery, removal of packaging, final Engine-based analysis through the Dell appropriate tools for designing, building, handover, and project closure.

case in point

“Dell ProConsult saved us months of testing time and helped ensure a smooth migration to Windows 7.”

—Keith Price CTO for Hoover City Schools January 2010

26 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. case in point Phase 4: Implementation In this phase, Dell consultants help ensure that Windows 7 is deployed according to “Dell helped us build our first Windows 7 the design specified. Dell experts can per- image and ensured that the deployment form application packaging, virtualization, was a simple process. Dell’s know-how user testing, and knowledge transfer for and experience were fundamental to the technical resources and deployment project’s success.” specialists. Typical tasks may include —Stephen Peverett hardware and software installation and Network manager at Lodge Park migration of users or data. The services Technology College can address a comprehensive range of December 2009 Windows 7 migration elements but are also modular, enabling organizations to choose the ones that are appropriate to their needs. To enhance flexibility while and deployment mechanisms that do not Terry Lake is the senior solution architect helping to increase quality and reduce require user intervention. These tools are for end-user computing with Dell Global costs, Dell offers application services designed to ensure that new applica- Infrastructure Consulting Services. In this through its global application factories or tions do not conflict with existing role, he is responsible for the initiative to at organizations’ own sites. installed software. integrate Windows 7 into the Dell end-user Dell Image Management Services help Dell ProSupport provides a thor- computing services portfolio. He also has IT organizations streamline the process of oughly configurable suite of professional responsibility for driving the implementation securely creating, deploying, and manag- support services designed to promote of the Windows 7 early-adopter programs. ing Windows 7 software builds on Dell proactive problem avoidance, as well as hardware—allowing them to boost pro- customized support levels and response Jim Ginger is the global practice leader for ductivity while reducing total cost times. Maintenance services for pay-as- end-user computing with Dell Global of ownership. In addition, the Dell you-go application packaging offer Infrastructure Consulting Services. He has Automated Deployment (DAD) solution is remediation and software virtualization over 25 years of experience in consulting designed to automatically perform the to help prepare applications for deploy- and services, and is currently responsible complex tasks associated with a typical ment in accordance with specified appli- for the global build-out of Dell consulting deployment, including deploying OS cation packaging standards. In addition, services that enable organizations to effi- images, installing applications, migrating Dell Image Management Services can ciently migrate to Windows 7, manage end-user data and settings, and more. The provide fully functional images ready their application portfolios, and implement DAD process is based on specific organi- for system deployment, built by Dell virtual desktop technologies. zational objectives and guidelines coupled imaging consultants according to orga- with specific profile build data, and nizational specifications. supports defined custom data points to help maximize flexibility. By using auto- Windows 7 migration, mation to help ensure consistency, effi- simplified ciency, and accuracy, DAD helps to Hardware and application compatibility, minimize manual intervention, reduce peripheral compatibility, staff training, and costs, and accelerate project completion— the planning and deployment timeline are QUICK LINKs including helping to dramatically reduce all key issues to consider before beginning the time to deploy a typical system. a Windows 7 migration. But organizations need not complete the process alone. Dell Dell and Windows 7: Phase 5: Management has worked closely with Microsoft to help DELL.COM/Windows7Enterprise After the migration to Windows 7 is com- organizations simplify the transition to Dell ProSupport: plete, organizations must continue Windows 7. With a methodology that DELL.COM/ProSupport actively managing the infrastructure. comprises workshop, assessment, design, Dell Services: Using standardized methodologies, implementation, and management phases, DELL.COM/Services Dell consultants help organizations imple- Dell Services offers expert navigation for ment automatic application distribution a successful migration.

DELL.COM/PowerSolutions 27 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

Addressing Microsoft Windows 7 Application Compatibility

PLAN & ASSESS Microsoft® Windows® 7 application compatibility is often a top concern for organizations planning an upgrade. DESIGN & BUILD By following best practices, understanding the available DEPLOY application remediation options, and taking advantage of comprehensive Dell™ services throughout the MANAGE & SUPPORT migration process, IT groups can lay the foundation for a successful rollout.

ost large organizations do not deploy a Inventory and assessment brand-new technology as soon as it is The first step during an OS upgrade is to gain a com- Mreleased. Upgrade and migration projects prehensive understanding of the application library can be a huge undertaking—especially for complex, under management—not always a simple task. In a well- distributed workplaces that employ numerous custom run environment that follows best practices, the IT applications. department is in charge of rolling out and managing all Microsoft Windows operating systems are no software tools, but expedience often trumps best prac- exception. As many organizations learned when migrat- tices. In many cases, individual departments and user ing from Windows XP to the Windows Vista® OS, appli- groups purchase, download, and install their own applications that are customized to work in a particular OS cations on an ad hoc basis. Even if the organization sets do not necessarily work smoothly in a new one. standards and policies, a branch office may deviate Dynamic-link libraries (DLLs), registry settings, and from them until a thorough audit is conducted—which, function calls that differ even slightly from the legacy given budgetary constraints and the practicalities of OS can cause applications to freeze or shut down, lead- IT operations, may happen only rarely, if ever. This ing to end-user frustration, increasing numbers of help- makes the job of assessing and documenting current desk calls, and reduced overall productivity. applications that much more difficult. Major OS upgrades can affect IT infrastructures, To carry out the inventory, administrators should computing hardware, software, workflow processes, first scan the network and discover all applications in and end users, but application compatibility often the environment. The scan should capture all execut- tops the list of concerns for organizations considering able (.exe) files and filter them through a database a Windows 7 upgrade. To help stay ahead of the that can identify which files represent installable, competition, IT organizations should begin working licensable applications. (Dell, for example, maintains on their migration strategy now—taking inventory of a database of over 95 million executables for this current applications, assessing compatibility, and purpose.) A thorough scan is crucial to avoid missing identifying appropriate remediation options so that business-critical applications, and to avoid including they can begin taking advantage of the powerful files that are not truly applications. An incomplete list enhancements that Windows 7 can offer to both IT can easily result in surprise delays and disruption and business operations. during the rollout.

28 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. The resulting list is likely to include a the installation process may attempt and for “red” applications while retire- host of software items that are not used to access parts of the system registry ment and replacement options are con- for work purposes, which can be elimi- that are off-limits or slightly different sidered. It is important to note that these nated immediately. Administrators should in Windows 7, and an adjustment to features are not permanent solutions— also identify and remove duplicate appli- the packaging layer can redirect those they can work in the short term as part cations, redundant software (where, for instructions. The same applies when of a phased migration strategy, but in the example, two departments are using dif- an application requires a DLL that is long term, organizations should plan to ferent accounting tools to accomplish the not native to Windows 7: a remedia- upgrade their applications to versions same task), and out-of-date software that tion plan could include that DLL in the that can take advantage of latest- is ready for retirement. Removing these image and thus restore the generation hardware and Windows 7 per- stragglers and standardizing the applica- functionality. formance enhancements. tion library ahead of time can help signifi- ■■ “Red” applications are fundamentally Another important consideration is cantly smooth the upgrade. incompatible with Windows 7. These that these technologies require that When administrators have created a applications must be retired and virtualization support be built into final application list, they now know what replaced, rewritten (if they were devel- the processor. These solutions also must be restored after the upgraded OS oped in-house), upgraded to a com- have implications for application and is loaded. The next step, therefore, is iden- patible version, migrated to run in a patch distribution: for example, MED-V tifying whether these applications can run virtual environment, or packaged for and Windows XP Mode contain legacy under Windows 7. an application streaming solution. Windows XP images that must be kept up-to-date. As such, even the stopgap Compatibility testing Dell begins the remediation process measures may require upgrades to exist- Testing tools are available that can auto- by packaging or repackaging the failed ing PCs and management infrastructure, mate the process of determining applica- group of applications into compatible which organizations may want to con- tion compatibility and help in planning MSI files, and uses a standard software sider as a necessary expenditure. and scoping. Although these tools can development process to help efficiently provide a high-level estimate of how many resolve issues. The remediation process Microsoft Enterprise Desktop applications require remediation, a real- also includes making decisions regarding Virtualization world installation test—using each appli- application retirement, consolidation, MED-V provides a centralized manage- cation and a production-ready image, redevelopment, and virtualization. ment console that enables administrators running on Windows 7 and adhering to all to deploy and control Windows XP Mode relevant group policies—is the recom- Virtualization solutions on individual PCs. This option is designed mended way to determine compatibility. Virtualization provides a key way for IT for midsize and large environments where Administrators should keep in mind that organizations to proceed with a Windows tasks such as virtual image delivery, although an application may run in 7 deployment while still enabling use of policy-based provisioning, and central- Windows 7, Microsoft Windows Installer incompatible applications. The two pri- ized management are necessities, not (MSI) files for custom application pack- mary options for this purpose are Microsoft luxuries. ages often require remediation. Enterprise Desktop Virtualization (MED- MED-V lets IT staff perform such After performing the testing, admin- V) and Microsoft Application Virtualization tasks as deploying virtual Windows XP istrators can group applications based on (App-V). Another technology, Windows Mode environments to individual end compatibility status. During a Dell XP Mode, can also help remediate some users, customizing the application envi- Application Compatibility Reporting compatibility issues. However, because ronment, and automating first-time (ACR) Assessment, for example, each Windows XP Mode in Windows 7 is setup. Two drawbacks are that the man- application is assigned one of three employed as a local virtual machine (VM) agement layer does not offer the same status “colors”: running an instance of Windows XP, orga- type of full-featured control as tradi- nizations considering using this feature tional VM consoles, and that each MED-V ■■ “Green” application packages run should also take steps to ensure the local instance works only with installations of natively in Windows 7 without VM is properly managed. fewer than 5,000 nodes. For environ- intervention. These technologies can help keep a ments with more than 5,000 nodes, ■■ “Amber” application packages can run migration from coming to a halt by pro- administrators would need to run addi- in Windows 7 after some form of reme- viding a stopgap measure for “amber” tional instances and duplicate their man- diation or repackaging. For example, applications while they are being fixed, agement tasks on each.

DELL.COM/PowerSolutions 29 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

MED-V typically has a performance Windows XP Mode before migration—helping organizations impact on the PCs running it. Patching Windows XP Mode provides a virtual to reduce costs during the migration and and distributing applications to the Windows XP environment that enables gain control over their application librar- Windows XP VM may also require special incompatible applications to run in a VM. ies and standards. processes or updates to PC management This VM resides on each PC and runs with For applications that fall into the tools. As such, MED-V should serve only near transparency in the background. “amber” category based on the ACR as a temporary solution while IT staff Windows XP Mode comes as a separate results, Dell can provide application work through compatibility issues with download and works only with the remediation services to repackage and the “red” applications and create an Windows 7 Professional, Ultimate, and tweak the software as needed based on application environment that embraces Enterprise editions. each organization’s specific require- Windows 7. The advantage of this feature is that it ments, certifications, and validations. enables legacy applications to continue For organizations whose migration plans Microsoft Application Virtualization working, and is a feasible temporary include application virtualization, Dell App-V involves hosting an application choice—especially for small organiza- can provide the necessary hardware and centrally, with each end-user PC access- tions—while resolving issues with “red” software in a configuration that can ing it as a virtual service; this way, the applications. The disadvantages are that meet the requirements of their individual application does not reside on the indi- it requires local installation on each system environments, including virtualization vidual PCs. Virtualized applications can and virtualization support on the chipset, software tools from Microsoft, VMware, be a smart idea for some companies from and that, like MED-V, it can cause signifi- and Citrix through Dell Flexible the standpoint of enterprise and opera- cant performance degradation. Another Computing Solutions. tional efficiency. potential drawback is that the IT depart- Although compatibility is often a App-V enables end users to work with ment must now manage the Windows 7 major concern for organizations consid- the centralized application in a sandbox, and the Windows XP environments: IT ering a move to Windows 7, these and an area that helps reduce conflicts with staff members must continue performing other Dell services are designed to help other applications and with Windows 7. legacy patching and management rou- IT staff overcome the challenges of iden- Most of the OS compatibility issues that tines—perhaps modified to work with tifying and remediating incompatible App-V helps resolve can also be addressed VMs—to maintain the Windows XP legacy applications. By taking advan- in the packaging layer. In other words, this applications, while also putting new rou- tage of these services, following best solution may help with some “amber” tines and protocols in place to manage practices when preparing for a migra- applications, but often cannot resolve the Windows 7. Windows XP Mode is typically tion, and understanding the available core compatibility issues with “red” appli- recommended only for small business or remediation options, IT administrators cations. With a virtualized application, the consumer usage. can help ensure a smooth and successful navigation features of Windows 7 are transition and begin realizing the bene- functional, IT administrators can enforce Windows 7 expertise fits of Windows 7. policies centrally using the Microsoft from Dell AppLocker™ feature, and Microsoft Dell offers a comprehensive set of services BranchCache™ technology can enable and the expertise and experience to enable employees in distributed locations to a smooth migration to Windows 7—from access their applications over a wide area planning and testing to imaging and final network without requiring remote or rollout, including application compatibil- branch office servers. ity testing and remediation. The Dell App-V can be complex, because it ProConsult Windows 7 Readiness QUICK LINKs involves acquiring and managing a cen- Assessment can help determine whether tral application hosting server. For many current hardware can support the OS, organizations, however, hosted or virtual- while a comprehensive Windows 7 ACR Dell and Windows 7: ized applications are a smart move— Assessment can inventory applications DELL.COM/Windows7Enterprise helping to cut down on unnecessary and determine whether they are ready Dell Services: DELL.COM/Services license fees, ease IT management bur- to work with Windows 7. Dell can also dens, and enable the implementation of perform software rationalization to dis- Migration Expert Zone: www.migrationexpertzone.com best practices and policies for all users cover applications in the environment accessing the application. and identify those that should be retired

30 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

Automating Processes to Optimize Microsoft Windows 7 Deployment

Best practices and automation are the keys to a smooth, PLAN & ASSESS simplified migration to the Microsoft® Windows® 7 DESIGN & BUILD OS—helping to reduce the costs associated with a major deployment, accelerate project completion, DEPLOY and minimize risk. MANAGE & SUPPORT

icrosoft Windows 7 includes multiple enhance- that IT departments can therefore avoid the old para- ments that can be valuable in a variety of IT digms of manual deployment or simply waiting for Menvironments—including the DirectAccess systems to be replaced. Both of these approaches can feature, which is designed to simplify connectivity for incur hidden costs and inefficiencies, especially if IT mobile users; the BitLocker™ and BitLocker To Go™ staff and end users must invest a significant amount features, which are designed to secure data on hard of time in the deployment process. drives and removable USB drives; and the AppLocker™ Following best practices and automating many of feature, which is designed to provide granular control the migration steps can help organizations significantly over end-user applications. Additionally, Windows 7 reduce the cost of a Windows 7 deployment. However, offers energy-saving features as well as enhanced pro- many organizations are unsure about the steps to con- tection against malicious software through the User duct a migration and how they can achieve these Account Control (UAC) feature. deployment cost savings. For this reason, they are The need to replace an aging fleet of legacy client turning to organizations like Dell, which offer deploy- systems, the potential cost savings when using ment services and real-world expertise that combine Windows 7, and the eventual end of Windows XP best practices and optimized processes. support mean that IT departments should begin planning their Windows 7 deployments now. Organizations Deployment challenges still running Windows XP can expect support from A large Windows 7 deployment can involve hundreds Microsoft and independent software vendors to grad- or even thousands of client systems, with some in dis- ually decline, and Microsoft extended support for tributed and remote locations. Ideally, the entire migra- Windows XP with Service Pack 3 (SP3) is expected tion should take place within a short period of time to to end in April 2014, with no updates or patches help minimize the cost and complexity of managing offered after that date. Assuming a 12- to 18-month multiple client operating systems. These factors intro- timeline to prepare for and execute a major OS migra- duce challenges across multiple areas: tion, IT departments that do not start planning soon risk running out of time before their migration to ■■ Management: Mass client and OS deployments are Windows 7 is complete. outside the scope of normal operations, so organi- Many IT departments may not have managed a zations may not be familiar with the intricacies of major client OS refresh in over six years. During that these projects. In addition, collecting the asset data time, applications, user data requirements, and IT com- necessary to support planning is challenging for plexity have grown significantly. The good news is that organizations that do not already have a systems automation has also improved dramatically—and management infrastructure in place.

DELL.COM/PowerSolutions 31 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

■■ Staging and logistics: In many deploy- complicated, and automating their Deployment best practices ments, organizations must stage images installation is an intensive process that When taking these challenges into con- and applications near the destination often requires specialized tools and sideration, it becomes clear that client clients—a process that requires planning, expertise. All of these elements can deployments can be complex, costly, and infrastructure, and labor—and must benefit from an experienced project disruptive, requiring multiple labor-intensive manage the rollout to help ensure that management organization. tasks. These tasks can often benefit from it occurs in an orderly manner. Strong ■■ User state migration: User data and automation and adherence to best prac- logistics, similarly, demand careful plan- system configurations must be carried tices. To help reduce the costs associated ning, scheduling, and management. over to the upgraded OS—otherwise, with Windows 7 deployments, accelerate Bringing in outside expertise and help end users are likely to make frequent calls project completion, and minimize risks, can greatly increase the efficiency of to IT staff for help in restoring settings, Dell recommends multiple practices that these processes. For example, some resulting in lost productivity and increased it has developed from its past deployment methods can eliminate the need for support demands. Migrating user settings work, including those shown in Figure 1. staging altogether, thereby helping therefore helps increase end-user satis- The Dell approach is based on four reduce cost and complexity. faction and post-deployment productiv- fundamental principles: ■■ Image installation: Organizations tra- ity while also helping reduce support ditionally store images on a network costs. However, migrating user state ■■ Project management process: Enables and install them from there, but this data to a network share presents chal- organizations to focus on results that approach may not be efficient for a lenges similar to image installation, meet defined goals, helping to mitigate large deployment. Synchronizing the including significantly increased storage risks and control changes in scope image repositories can be an ongoing costs, the introduction of data security ■■ Project management system: Helps to challenge, and downloading multi- risks, and consumption of bandwidth control and monitor governance and gigabyte images across a network to needed to run day-to-day operations. progress of project activities hundreds of clients can saturate the Latest-generation automation tools can ■■ Phased project approach: Helps ensure infrastructure even at primary loca- help ensure that user state data is that risks and issues are identified, tions. The problem is compounded in migrated successfully while also helping addressed, and reassessed at key branch offices, among remote workers, eliminate most or all storage and net- points throughout the project and at global locations. work bandwidth requirements. ■■ Project organization and responsibili- ■■ Application installation: Creating an ■■ Post-deployment user support: Support ties: Identifies project team members application inventory, resolving compat- incidents generally increase significantly and provides a clear understanding of ibility issues, and repackaging legacy during a deployment project. Users are their roles and responsibilities in applications are intricate processes. unfamiliar with the new computing achieving project objectives Determining which applications should environment, and often need the help be installed on a particular system—and of support technicians before returning Elements of an optimized validating license entitlement—can be to normal levels of productivity. deployment With an optimized strategy in place, orga-

Process design Provisioning Project management nizations next need a way to carry out the deployment. To that end, Dell Services has ■■ Consolidate schedules to ■■ Maximize technician ■■ Adopt a central view of the help increase technician multitasking deployment and a single developed patent-pending technology efficiency ■■ Reduce network traffic point of coordination and processes that automate the client ■■ ■■ Deploy after normal hours ■■ Automate manual steps Develop site readiness plans to help reduce impact on the based on time to deployment provisioning process. Using these services ■■ Monitor problems in real time organization and enable tech- ■■ and track problem resolution Have an on-site technical can greatly reduce the overall costs asso- nicians to operate efficiently project manager ■■ ciated with Windows 7 deployments. Set up exchange rooms ■■ Communicate the plan to end where end users can bring users and managers The Dell™ Automated Deployment laptops for upgrade ■■ Plan staging and logistics to ■■ (DAD) solution maps to an organization’s Determine processes for help ensure adequate space transferring user data and is available for new systems specific requirements and is based on best applications ■■ Manage existing user data ■■ practices for program and project man- Provide augmented post- and application migration deployment support agement. DAD can perform the complex tasks that occur during a deployment, Figure 1. Dell best practices for Windows 7 deployments can help reduce costs, accelerate project completion, helping to minimize technician interven- and minimize risks tion and time spent on the installation

32 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. migration, application compatibility, and Flexibility best practices. Additionally, its partnership and Single conﬁgurability with Microsoft and knowledge of the busi- process for Integration the entire with existing ness applications software market allows data sources organization Dell to provide help with application compatibility testing and remediation. Automated Dell offers additional services that can process help across all phases of a Windows 7 migration and deployment. These ser- Integration Increased with existing e ciency vices cover inventory and assessment, infrastructure No and reduced requirement cost image development and management for up-front hardware tools and services, application compati- investment bility testing and problem remediation, and custom factory installation services. Figure 2. Dell Automated Deployment helps optimize Windows 7 migrations through a single process Dell Services has also created an engagement framework for organizations that process; for systems that are not being The bottom line is that DAD is designed want to leverage its optimization model replaced, the need for a technician visit to address the most important factors for Windows 7 deployment. This engage- can be eliminated altogether. Based on that determine the success of a deployment framework is designed to speed the each organization’s deployment objec- ment, including the challenges related to adoption of new technology and simplify tives and guidelines, Dell can deploy an management, staging and logistics, image the ongoing maintenance and support of OS image, configure the OS, join the installation, application installation, user existing technology. domain, install the required applications, state migration, and post-deployment Reducing the cost of deployment can securely migrate user data and settings, user support. By addressing these factors, help significantly reduce total cost of and perform other necessary tasks within DAD helps ensure a rapid and effective ownership—especially in combination with a single process (see Figure 2). adoption of Windows 7. cost-saving features in Windows 7. The Some of the key DAD design princi- optimized Dell deployment strategy offers ples can enable significant cost savings Comprehensive Dell services a comprehensive approach to assessing through decreased use of technician Dell offers a blend of hardware, OS soft- the environment, designing solutions to labor, accelerated deployment times, ware, and expert services that can make transform processes and technology, little or no infrastructure investment, and planning and carrying out a Windows 7 implementing the deployment, and man- simplified logistics. Specifically, DAD deployment smooth and successful for IT aging the environment once deployed to does the following: organizations of all sizes. Refreshing help accelerate and simplify Windows 7 legacy client systems offers a key way to adoption. ■■ Enables multitasking through stream- deploy Windows 7 while also gaining the lined automation to help lower overall productivity, performance, and efficiency deployment costs advantages of latest-generation hard- ■■ Reduces network dependencies to help ware. The Dell line of desktop systems minimize unnecessary infrastructure costs includes models that can deliver the ■■ Allows customization late in the process power needed by high-end users as well to help simplify logistics and scheduling as models that can provide cost-effective ■■ Automates manual steps to help ensure computing for typical office workers; Dell QUICK LINKs a high-quality process laptops, meanwhile, provide the connec- ■■ Migrates data and settings securely to tivity and features needed by today’s Dell and Windows 7: help ensure a consistent user experience mobile workforce. DELL.COM/Windows7Enterprise ■■ Supports both local and remote users Organizations can take advantage of Dell Services: ■■ Collects and provides access to real-time Dell’s real-world experience in deploying DELL.COM/Services deployment data to track deployment Windows 7 using its patent-pending deploy- progress and status of work still to do ment methodologies. From its work with Migration Expert Zone: www.migrationexpertzone.com ■■ Supports in-place upgrades and the Microsoft Windows Vista® OS, Dell offers migrations a solid knowledge base about Windows

DELL.COM/PowerSolutions 33 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

7 Steps to a Successful Microsoft Windows 7 Migration

By Christine Ewing and John Stahmann

PLAN & ASSESS Developing a thorough migration strategy, following best DESIGN & BUILD practices, and taking advantage of Dell™ and Symantec™ migration and management tools can help organizations DEPLOY carry out a smooth and successful transition to the MANAGE & SUPPORT Microsoft® Windows® 7 OS. The seven steps in this article provide a starting point for IT administrators planning the move in their own environments.

igrating to a new client OS can be intimidat- appropriate plan. As they prepare, they should work ing. Organizations want to take advantage to ensure that their team is ready by considering the Mof the productivity, security, and control following factors: enhancements in Microsoft Windows 7—but at this scale, how can they keep the migration efficient, ■■ Communicating: A successful migration involves cost-effective, and sustainable while helping ensure coordination across the organization. Organizations end-user productivity? can begin by assembling a team that represents Symantec and Dell can help meet this challenge— key stakeholders, such as IT operations, security and capture the opportunity. The seven-step process operations, application testing and packaging, net- outlined in this article can provide organizations with a work administration, and procurement. basis for developing their own thorough strategies to ■■ Setting expectations: Even a good process can help ensure a successful migration. By following best be considered a failure if expectations are not met. practices and taking advantage of joint migration and As administrators formulate their migration plan, management solutions like the Dell Management Console they should work with key stakeholders to under- for Clients (formerly Dell Client Manager), they can stand their objectives and set achievable goals. streamline processes to help reduce the expense, delay, ■■ Identifying targets of opportunity: Administrators and disruption of a migration and keep IT administrators should look for ways to take advantage of the in control. And when these savings are applied to solu- migration. They may find ways to enhance and tions for security, virtualization, data protection, and automate processes or address current objectives, management, organizations can help secure not only such as standardization or compliance. Some the onetime rewards of a smooth migration, but also enhancements to consider include standardizing the long-term reliability, productivity, and security of an software versions, consolidating software licenses, up-to-date, efficient, manageable IT environment. resolving security vulnerabilities, implementing information management technologies to back up Getting started data, and evaluating software delivery alternatives Before IT administrators can assist their organizations such as application virtualization and streaming. with a successful Windows 7 migration, they must ■■ Staying focused: Migrations present natural oppor- understand what lies ahead and then formulate an tunities to improve, but administrators should

34 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. beware of out-of-scope distractions like network upgrades. Staying focused on migration-related projects helps avoid rising costs and scope creep, which can jeopardize success.

Phase 1: Planning and assessing In this initial phase, administrators assess resources and plan their migration strategy. This phase provides the foundation for the deployment plan, including the evaluation of hardware and software in the environment.

Step 1: Assessing the environment and planning the deployment Gathering real information about the hardware, applications, and network in the Figure 1. Windows 7 Readiness Summary report in the Dell Management Console environment helps administrators determine when to perform the migration and After identifying applications that environment, administrators should create identify required resources. During this require migration, administrators must pri- a plan for dealing with these conditions as first phase, administrators assess the envi- oritize applications to test and migrate— well as possible side effects from work- ronment and outline the case for deploy- beginning by identifying the applications arounds. Handling some dependencies ment and migration. that can run on Windows 7, which can be could require additional time and The assessment plan should include essential for system stability, security, and resources, so advance planning can help real information about the systems in the overall productivity. Because organiza- reduce frustration and lost work later. environment as well as key details about tions may have hundreds or even thou- Finally, administrators should identify those systems, such as hardware and sands of applications, categorizing the potential risks. The key elements affecting applications. Therefore, administrators applications by rank (critical to not impor- migration success are scope, time, and should first discover devices across the tant) and type (commercial, legacy, or money, so before performing a full rollout, network and run an inventory scan. This custom) lays the foundation for testing they should perform an analysis to identify step helps identify the potential costs and priority. Administrators should begin with risks that may affect these elements. risks of migration; otherwise, it can be dif- business-critical applications and work These risks typically fall into one of four ficult to prioritize or time the migration down to the least important. They can categories; Figure 2 shows some examples appropriately, and can be difficult to then map out a strategy for updates or of possible risks that administrators should gather the necessary resources for a replacements that may be required. be aware of when planning a migration. smooth and effective migration. Organizations should also familiarize The next step is to assess hardware themselves with options such as applica- Phase 2: Designing and software readiness. Organizations tion virtualization that may be appropriate and building often use an OS migration as a time to for some applications. During the second phase, administrators evaluate the hardware, applications, soft- Having gathered the list of required prepare for the migration by building stan- ware, and other aspects of their environ- hardware, software, and tasks required to dard images, preparing and testing appli- ment, as well as to plan for the future. complete the migration, administrators can cations, capturing user settings and Using preconfigured reports to identify then analyze overall migration costs and personalities, and assembling and auto- hardware that requires replacement and dependencies, starting with creating a time mating the migration process. evaluating what software is necessary are estimate for each task. The actual list of critical planning steps. Several of these tasks is specific to each organization, but Step 2: Building standard images reports are available as complimentary the steps described in this article can pro- Deploying a standard hard disk image is downloads for the Dell Management vide a good starting point. When identify- typically the fastest and most consistent Console for Clients (see Figure 1). ing conditions specific to the organization’s way to install an OS. Symantec software

DELL.COM/PowerSolutions 35 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

environment that are not included in the Technical, quality, Project Organizational master image, but will be deployed to and performance management External factors factors each new Windows 7-based system. factors factors To help identify applications that must ■■ Unforeseen ■■ Unmet timelines ■■ Lack of resources ■■ Power outages be prepared for installation on Windows 7, environmental ■■ Inadequate ■■ Inconsistent objectives ■■ Legal issues dependencies project plan or project scope ■■ Labor issues administrators should classify the applica- ■■ Data loss ■■ Poor prioritization ■■ Changing priorities tions in their environment by first ranking ■■ System outages or expectations them in order of importance—for example, critical, important, useful, or not important. Figure 2. Examples of possible migration project risks They should also classify applications by type; Figure 3 shows an example of this enables administrators to use the taken—instead, they should keep two kind of classification. Classifying each Symantec Ghost™ format or the Microsoft snapshots, one with only the OS installed application is useful when determining Windows Imaging (WIM) format, depend- and one with all base software installed. steps for remediating application issues. ing on the needs of the specific environ- The second snapshot can be useful when Many commercial applications have ment. Administrators can also choose to testing other software installation pack- updates that are fully compatible with create a single hardware-independent ages to be installed after image deploy- Windows 7; however, some software that image or to build and maintain a small set ment. It can also be used if there is a need has not been updated may have compat- of base images. to re-create the generic image. ibility issues. After administrators have When building a base image, adminis- identified which applications they will need trators should start with the most common Step 3: Preparing and testing to install on Windows 7, they can begin type of system on the network. They may applications testing those applications for compatibility. also wish to use a virtual machine that has Applications that are not installed on the Software incompatibility is usually caused the ability to make snapshots and revert base image must be installed after by one of the following: to those snapshots easily: during many of the imaging process. Some of these the planning and testing steps, it can be applications may be installed as part of ■■ OS requirement helpful to revert to a previous snapshot the migration process, while others may ■■ Hard-coded path without needing to create and deploy be installed later as users request them. ■■ Requirement of administrator rights image files. If desired, this base image can Altiris Deployment Solution™ integrated ■■ Class identifier (CLSID) registration in be built in a manner that allows it to be migration software from Symantec works the registry hardware independent. with Wise Package Studio™ and Symantec ■■ File copy (rights or access control As a best practice, administrators Workspace Virtualization software to lists) should typically keep images as small and package and virtualize applications. ■■ Platform-specific drivers generic as possible. In the base image, they Administrators should be sure to iden- should include only those applications that tify applications supported on Windows 7. Some applications may install and must be installed on all systems, and then In particular, a key step in the migration is function correctly only when they are the install other applications in the same job to identify the business-critical applica- sole application installed on a clean but separately from the OS image. Certain tions that will be used in the Windows 7 system, so it is important to test groups of applications may need to be installed on all client systems and therefore should be Commercial applications Legacy applications Custom applications installed in the base image. However, administrators should keep in mind that ■■ Have broad distribution and ■■ Were developed by ISVs ■■ Were developed in-house current development by an ■■ Are often business-critical ■■ Are typically business-critical because the base image is deployed to all independent software vendor ■■ Are not as well represented and represent unique (ISV) systems, it could cause license compliance as commercial applications challenges ■■ Are well represented in the ■■ problems if a limited number of software in the Microsoft community Are not represented in the Microsoft community Microsoft community licenses are available. ■■ May include hard-coded After installing all applications to be paths (Temp, My Documents, Documents and Settings, included in the base image, administra- and Applications, with platform-specific drivers) tors should take another snapshot of the client system. They should not overwrite or replace the first snapshot that was Figure 3. Examples of applications classified by type

36 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. applications that would commonly be used together on a single system to help identify potential risks. These issues are typically much easier to deal with at this stage rather than later in the migration process.

Step 4: Capturing user settings and personalities During a migration, administrators should not forget that end users often dislike change. They want to start up their computers and see exactly what they expect— the same printer and network settings, background pictures, Internet favorites, and everything they have personalized in their most-used applications. A successful Windows 7 migration should minimize disruption to end users: the transfer of each user’s network, OS, application, and data settings along with other customizations can make or break a migration. Capturing these settings and applying them to the Windows 7 environment is necessary to maintaining productivity and accelerating Figure 4. Template Builder in Altiris Deployment Solution acceptance. Creating a personality template can built in step 2), installing the required processes for deployment. The first step help with this process. Altiris Deployment applications (using the applications pre- is to identify pilot or test candidates. Solution from Symantec contains a pared in step 3), and restoring the person- Administrators can choose from several Template Builder feature that enables ality settings. approaches to identify these candidates, administrators to define a common tem- and can also use these approaches to plate that captures global settings, applica- Phase 3: Executing determine the pilot phases and subse- tion settings, and data files (see Figure 4). and reporting quent migration rollout. Common migra- The template specifies which settings to An OS upgrade can be exciting for any tion approaches are shown in Figure 5. capture. It also provides a list of desktop organization—but if the anticipation leads Next, administrators should document and network settings, displays a list of over to an attempt at immediate adoption with- the test cases. They can start by identify- 60 common application components that out first testing the deployment process, ing the expected outcome of the migration transfer application settings and data files, that haste can cause significant problems. job, including considering questions such and provides the ability to capture If the process encounters complications as the following: files and folders on the source system. or other issues, then going straight to implementation becomes not a shortcut ■■ Which applications should be installed? Step 5: Assembling and automating but a shortfall. ■■ Which personality files and settings the migration process This final phase leads to the production should be migrated? After they have built and tested the rollout. It begins with a small-scale test ■■ Which operating systems should be required files and tasks, administrators and pilot. Administrators then implement able to migrate using this process? must encapsulate them into a job sequence the migration infrastructure designed in ■■ Which computer models should be to help ensure that when one task com- phase 1. Finally, they perform the produc- able to migrate using this process? pletes, the next is triggered automatically. tion rollout and create migration reports. The automated migration process should Based on these objectives, administra- include capturing personality settings Step 6: Migrating systems tors can then create and document test (using the template created in step 4), Now that the planning has been com- cases to verify the success of each migration deploying the OS image (using the image pleted, it is time to test and adjust the scenario. They can organize these cases

DELL.COM/PowerSolutions 37 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

■■ Were all issues identified at the begin- Mass migration Batch migration Gradual migration ning of the project resolved?

■■ Moves everyone in the ■■ Maintains a small set of ■■ Migrates on a hardware organization to a common standard configurations refresh schedule Enabling a successful standard ■■ Can be based on departments ■■ Typically has lower up-front migration ■■ Is highly manageable, but or similar job functions costs compared with mass Symantec and Dell provide an integrated does not allow customization ■■ Incorporates a combination and batch migrations based on departments or of hardware refresh and ■■ Can be challenging to set of solutions to help streamline a migra- configurations re-imaging manage ■■ Can be expensive for the tion, including the Dell Management ■■ Can provide a good balance organization in time and between cost and Console for Clients (which enables admin- resources manageability istrators to quickly assess their ability to migrate to Windows 7) and Altiris Figure 5. Common approaches to OS migration Deployment Solution from Symantec (which helps them to automate and stream- into a test matrix to use for project approval stage. A common approach is to start by line the migration for optimal savings and and tracking. migrating a small number of local systems long-term benefits). Taking advantage of After thoroughly testing the entire in a single subnet or network, and com- these tools, adhering to migration best migration process on a single computer, plete the entire migration process on those practices, and using the seven steps in this administrators should next conduct a systems. If a problem occurs, administra- article as the basis for a thorough migration phased pilot migration, which gives an tors may need to break apart the tasks strategy can help ensure a successful opportunity to test overall processes. They that are contained in the migration job and migration while enabling organizations to should start with a small group of carefully run them separately on the systems being begin gaining the long-term benefits selected users as the target group. Best migrated, which enables them to analyze offered by the Windows 7 platform. practices recommend running the first and identify the cause of the migration pilot on a small IT group that has been failure before increasing the number of Christine Ewing is the director of product involved with the overall migration project, systems migrated in the next group. marketing in the Symantec Endpoint which provides a group that can under- Management Group, and has more than 12 stand when there is a problem and rapidly Step 7: Measuring and reporting years of experience in IT software product provide feedback to the project team. Effective reporting enables the organization’s management and marketing. When this first phase is complete, executive team to track the migration from administrators should verify that data and a distance while also helping IT administra- John Stahmann is the technical alliance settings have migrated as expected. tors analyze different aspects of the migra- manager for the Dell Alliance team at Assuming the migration is successful, they tion. Key stakeholders may want to know Symantec, and has more than a decade of can then move to the second phase of the the total number of clients running the new experience with systems management and pilot, which involves migration of the remain- OS—or, more important, they may want to Microsoft Windows migrations. der of the IT department. Specific systems know which systems have not been migrated may need to be removed from the target list and what is being done about them. because those systems support critical Upper management is likely to value a applications or other critical systems. formal return-on-investment study, which The third and final phase of the pilot is offers a prime opportunity to illustrate how to select a department that can be migrated. proper planning, standardization plans, and If this third phase is successful, the pilot automation helped accelerate the project phase ends and the full migration rollout can and save money. Some key questions in this QUICK LINKs begin. Depending on the total number of type of study include the following: managed clients and the complexity of the Dell and Symantec: environment, this rollout may need to be ■■ What were the costs for rolling out an DELL.COM/Symantec performed in phases. There are various OS before this project? dell.symantec.com methods of phasing a large-scale deploy- ■■ What tools provided the best help to Dell and Windows 7: DELL.COM/Windows7Enterprise ment, so administrators should use the tech- automate the process? niques appropriate to their environment. ■■ How much did the organization save in Migration Expert Zone: www.migrationexpertzone.com The deployment process takes multiple terms of capital expenditures and steps, and complications can arise at each reduced resources?

38 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. SYMANTEC IS You depend on Windows® software. But managing it can drain resources if

your solutions are scattered. Symantec makes it easier. Our comprehensive

approach helps you secure, manage, and recover your Windows environments efficiently. So you can use your resources to drive your business forward.

To learn more about Windows migration, visit symantec.com/windows7 SUPERIOR WINDOWS SOLUTIONS.

Copyright © 2010 Symantec Corporation. All rights reserved. Symantec and the Symantec Logo are registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Windows is a registered trademark of Microsoft Corporation in the United States and other countries. Other names may be trademarks of their respective owners. Feature Section: Empowering the Efficient Workforce with Windows 7

Automated Deployment Tools For Microsoft Windows 7 and Windows Server 2008 R2

By Syama Poluri

PLAN & ASSESS The Microsoft® Windows® 7 and Windows Server® 2008 R2 DESIGN & BUILD operating systems introduce multiple enhancements for automated OS installations—helping administrators to ensure DEPLOY fast, stable, consistent deployments across the organization MANAGE & SUPPORT and accelerate return on investment for new IT resources.

apid, accurate deployment of new systems Microsoft Win32® deployment environment. Nearly all can be essential to accelerating return on Windows Server 2008 R2 setup tools run in WinPE. Rinvestment for IT assets while controlling In Windows Server 2008 and Windows Server costs under tight budget constraints. To help ensure 2008 R2, Windows Setup now includes several fea- that they can meet deployment goals, many IT orga- tures designed to provide faster and more stable nizations turn to automated deployment solutions installations compared with previous versions: that enable them to remotely deploy and manage large numbers of servers. ■■ Accelerated installations and upgrades: The The Microsoft Windows Vista®, Windows 7, Windows image-based setup (IBS) technology in Windows Server 2008, and Windows Server 2008 R2 operating Setup is designed to help administrators install and systems have introduced new ways of creating, modify- upgrade operating systems faster and more easily ing, and leveraging unattended installation processes than they could previously. They can perform a compared with the previous Windows 2000 Server and clean installation by deploying the OS image to a Windows Server 2003 operating systems. Administrators destination system, or perform rapid, simplified can take advantage of features such as a consolidated upgrades by installing a new image onto an existing answer file, the Windows System Image Manager installation while maintaining existing settings. (Windows SIM) tool, and the Windows Automated ■■ Enhanced stability and consistency: The IBS Installation Kit (Windows AIK) to automate OS instal- technology uses Windows Imaging (WIM) files lations and help ensure fast, stable, consistent deploy- to help increase the stability and consistency of ments across the organization. (For more information OS installations. on Windows AIK, see the “Getting started with ■■ Simplified image management: Windows Server Windows 7 image deployment” sidebar in this article.) 2008 R2 images are now stored in a single WIM file, each of which can store multiple OS instances. Installation types and configuration The ability to store different OS versions in a single Traditionally, the Windows 2000 Server and Windows image, rather than keeping them as separate files, Server 2003 operating systems used 16-bit text-mode is one of the major enhancements in Windows environments for the initial setup phase, with later setup Server 2008 R2, helping to reduce setup times processes using a graphical user interface (GUI) mode. and facilitating automated OS deployments. Windows Server 2008 and Windows Server 2008 R2 ■■ Streamlined installation: Windows Setup is opti- deprecated the text-mode phase in favor of the mized for the manufacturing and deployment sce- Windows Preinstallation Environment (WinPE), a minimal narios used by original equipment manufacturers

40 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. (OEMs) and large organizations, and is designed to take less time and require Getting started with fewer tasks to complete compared Windows 7 image deployment with previous OS versions. The Microsoft Windows Automated Installation Kit (Windows AIK) is a logical place to start for IT ■■ Consolidated answer file: The administrators tasked with developing automated processes and images for Windows 7 deployments Windows 7 and Windows Server 2008 on new or existing systems in the field. The version of the kit tailored for Windows 7 (see Figure A) is R2 setup architecture consolidates the delivered as an ISO image; to install the kit, administrators must first burn the image to a blank DVD. If unattend.txt, winbom.ini, cmdlines.txt, they are working from an existing Windows 7 client, the ability to burn ISO images is already natively and sysprep.inf files used in Windows built into the OS—so there is no longer a need for a third-party tool. XP, Windows 2000 Server, and Windows Server 2003 into a single After the kit is installed, administrators can access a comprehensive range of documentation and XML file, typically named unattend.xml. sample files as well as the Windows System Image Manager tool (see Figure 2). The documentation Previously, each answer file was used provides step-by-step details to enable development of a network-installable Windows 7 image, includ- to automate certain setup phases; with ing building an answer file, building a reference installation, creating bootable Windows Preinstallation the unattend.xml file, different sections Environment (WinPE) media, migrating the installation files to a network share, and testing the deploy- of the file are parsed during different ment process over the network. configuration passes. The Windows 7 version of Windows AIK is available for download at go.microsoft.com/ fwlink/?linkid=136976. Windows Setup supports two installation types: custom and upgrade. The key difference between the two is that an upgrade requires an existing server installation and saves the preferences and settings from that installation, while a custom installation does not. Both types use the following basic setup phases:

1. WinPE or downgrade OS: Partitions the disk, copies the image to the disk, and processes the answer file 2. Online configuration: Processes configuration settings to make an installation specific to that hardware 3. Windows Welcome: Applies additional answer file settings from the oobe.xml file (a content file that can be used alone or in conjunction with an unattend.xml file) and launches Windows Welcome Figure A. Microsoft Windows Automated Installation Kit setup

The online configuration phase includes seven configuration passes: WinPE driver store and to reflect boot- out-of-box device drivers during critical drivers required by WinPE to Windows Setup. 1. windowsPE: This pass configures the WinPE driver store. 3. specialize: This pass creates and WinPE options and basic Windows 2. offlineServicing: This pass applies applies system-specific information Setup options, which can include set- updates and packages to an OS image, such as network settings, international ting the product key and configuring a including software fixes, language settings, and domain information. disk. If drivers are needed to enable packs, and security updates. During 4. generalize: This pass enables admin- WinPE to access the local disk or a net- this pass, administrators can also add istrators to minimally configure the work, administrators can use this con- drivers to an image before that image sysprep /generalize command as figuration pass to add drivers to the is installed and begins processing the well as other settings that must persist

DELL.COM/PowerSolutions 41 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Feature Section: Empowering the Efficient Workforce with Windows 7

on the reference image. The sysprep Administrators can use the Windows Virtual machines with native boot /generalize command removes system- SIM tool to create, open, and manage Previously, Microsoft virtual hard disk specific information such as unique answer files and add components and (.vhd) files could be used only to boot an system identifiers (SIDs) from the packages to specific configuration passes OS in the hypervisor environment as a image. This pass runs only if the (see Figure 2). This tool is designed to guest OS. In Windows Server 2008 R2, sysprep /generalize command is run. help administrators create answer files .vhd files can now run directly on the des- 5. auditSystem: This pass processes unat- quickly, view all configurable compo- ignated hardware without other tended settings while the OS is running nents, and add third-party drivers and virtual machines or hypervisors. in the system context, before a user applications to a specific answer file. Administrators can take advantage of logs in to the system in audit mode; it Administrators can also use the tool to the diskpart.exe and diskmgmt.msc disk runs only if the system is booted into validate answer file settings against an management tools to create and mount audit mode. existing image. the .vhd images, and the bcdboot.exe and 6. auditUser: Processes unattended settings In Windows Vista and Windows bcdedit.exe setup tools to configure boot after a user logs in to the system in Server 2008, administrators needed to configuration data to allow a boot man- audit mode; as with the auditSystem create one OS reference image per OS ager to boot a .vhd image. Administrators pass, this pass runs only if the system is edition, and then test those images with who are managing multiple OS images booted into audit mode. each possible hardware configuration. In can use the same image-management 7. oobeSystem: This pass applies settings Windows 7 and Windows Server 2008 tools to create, deploy, and maintain .vhd before Windows Welcome starts. R2, administrators can now change a images to be installed on designated lower edition of an OS image to a higher hardware or on a virtual machine. Figure 1 shows the relationship between edition through either an offline or online the configuration passes and the valid process—enabling them to create a single Windows Recovery Environment passes for different executable files. lower-edition reference image that can The Microsoft Windows Recovery be deployed across the organization as Environment (WinRE) is an extensible Image-based setup and either the lower edition or as a higher recovery platform based on WinPE that management edition. For example, a Windows Server enables administrators to repair an OS The IBS technology in Windows 7 and 2008 R2 Standard image can be dynami- installation in case of corruption or boot Windows Server 2008 R2 provides a cally changed to Windows Server 2008 failure. In Windows Server 2008, WinRE unified process designed to work across R2 Enterprise or Datacenter using the was included only on the OS DVD media, virtually all deployment scenarios. It can appropriate product key.1 but in Windows 7 and Windows Server perform clean OS installations and upgrades for both client and server systems, and allows hardware abstraction WinPE Windows Setup Sysprep

layer (HAL)–independent image deploy- windowsPE windowsPE generalize ment and offline image servicing. (WinPE settings) (Windows Setup settings)

Windows Setup and System Image Manager ofﬂineServicing Windows Setup is based on IBS and works with unattended installation answer files to automate online OS installations and specialize customizations. The OS installation DVD can automatically launch Windows Setup, or administrators can explicitly specify an oobeSystem auditSystem answer file by using the setup.exe /unattend:filename command to start an auditUser automated setup process, where filename is the local or Universal Naming Convention (UNC) path for the answer file. Figure 1. Windows Setup configuration passes for different executable files

1 For more information, refer to the Deployment Image Servicing and Management (DISM) tool’s Set-Edition command option.

42 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Imaging, also called duplication, enables administrators to capture customized images for reuse throughout an organization. Administrators can also use sysprep to remove system-specific data such as an SID from an image; after removing this information, they can then capture that image and deploy it on multiple systems. In the Windows Server 2008 R2 sysprep architecture, each OS component can define sysprep actions to enable component settings to be specialized for specific systems during the IBS process.

Rapid, accurate system deployment Automated OS installation offers a key way to ensure rapid, accurate system deployment, particularly in large environ- Figure 2. Microsoft Windows System Image Manager interface ments. By understanding and utilizing the enhancements available in Microsoft 2008 R2, it can be preinstalled on a sys- Answer file search order Windows 7 and Windows Server 2008 tem’s hard drive as well as on the instal- Because reboots are required during setup, R2—including the consolidated answer lation media. If WinRE is preinstalled on a copy of the answer file is cached on the file, driver deployment tools, and Windows the hard drive and the system fails to system. If administrators have not specified SIM interface for unattended installations— start, the system can automatically fail an answer file, then at the start of each con- administrators can streamline server over to the WinRE environment. The figuration pass Windows Setup searches for deployment processes across the organi- WinRE repair tool can then automate the file in several places, including the loca- zation to help accelerate return on invest- the diagnosis and repair processes. tion of a previously cached answer file and ment for new IT resources. the root of a drive. If an answer file is found Automation and unattended in one of the valid locations but includes no Syama Poluri is a senior software engineer installations settings for the current configuration pass, in the Dell Enterprise Product Group. The unattended installation answer file— the file is ignored. Syama has an M.S. in Chemical Engineering typically named unattend.xml—is a key Windows Setup identifies and logs from the Indian Institute of Technology, component in the Windows 7 and available answer files based on an implicit Roorkee. Windows Server 2008 R2 setup automa- search order, and then uses the file with tion process, enabling administrators to the highest precedence. After identifying specify disk configurations, default OS an answer file, Windows Setup validates settings, and the addition of drivers, soft- the file and caches it on the system. ware updates, and other applications. Valid answer files are cached to Administrators can use Windows SIM to the $Windows.~BT\Sources\Panther create and validate answer files. Each OS directory during the windowsPE and component includes settings that can be offlineServicing passes. After the OS instal- QUICK LINKS used to create an answer file, and each lation is extracted to the hard drive, the file setting in a given component is listed in is then cached to %WINDIR%\panther.2 Dell and Windows 7: its own individual topic; if an element con- DELL.COM/Windows7Enterprise tains a value, all valid value types are Sysprep Microsoft Windows Server 2008 R2: described. The file is organized by setup The sysprep tool prepares OS installa- DELL.COM/WindowsServer2008 phase and OS component. tions for imaging, auditing, and delivery. www.microsoft.com/ windowsserver2008

2 For more information on answer file search order, visit technet.microsoft.com/en-us/library/cc749415(WS.10).aspx.

A Smart Upgrade

By deploying the Microsoft® Windows® 7 OS on existing Dell™ desktops and laptops, Australian marketing communications Challenge and advertising agency Euro RSCG expects to save nearly Euro RSCG needed to upgrade its desk- 30 percent on total cost of ownership. top and laptop OS and increase overall performance without making an additional investment in hardware. uro RSCG is an award-winning the agency will save almost 30 percent in Solution marketing communications and total cost of ownership compared with With assistance from the Dell ProConsult Eadvertising agency in Australia upgrading all of its desktops and laptops. team, the agency made a smooth migra- that relies on the most up-to-date IT to give “The pilot demonstrated that we did not tion from Microsoft Windows XP to it an edge in the marketplace—but also have to go beyond our budget to upgrade Windows 7 on its existing Dell desktops places managing cost high on its priority to Windows 7,” says Morgan. “This realiza- and laptops. list. A long-standing Dell customer, Euro tion resulted in huge savings.” RSCG was running Microsoft Windows XP How users would react to the upgrade Benefits on approximately 80 percent of its com- was critical—and what surprised Morgan ■■ The Dell ProConsult team delivered puters. When Dell approached Euro RSCG and his team was the overwhelmingly a rapid, seamless deployment. to suggest deploying Windows 7, the positive feedback. “By all indications, they

■■ Standardization helps increase pro- agency agreed. “The opportunity to work enjoyed themselves and were more ductivity and enhance the end-user with skilled IT personnel who had expert engaged with their laptops and desktops experience. knowledge of migrating from Windows XP since the upgrade,” says Morgan. “They find

■■ Running Windows 7 on existing Dell to Windows 7 was a plus,” says Wade the Windows 7 environment more intuitive, systems and avoiding the need to Morgan, national IT manager at Euro RSCG. and appreciate the ease of connecting upgrade all of the agency’s desktops “We knew we could rely on Dell to address through our VPN.” and laptops helps reduce total cost any issues we would encounter in making Euro RSCG attributes the successful of ownership by an estimated the upgrade.” transition to solid support from the Dell 30 percent. The Euro RSCG IT department selected ProConsult team. “The Dell team was a mix of desktops and laptops for a pilot extremely professional during the entire program, and the results helped the team process,” says Morgan. “They took our feed- draw some important conclusions. “Going back seriously and worked within the test into the pilot, we fully expected our Dell environment we set up.” Euro RSCG is computers to operate comfortably,” says looking to follow the pilot’s success with a Morgan. “What we did not expect was just phased Windows 7 deployment, starting how well they would operate.” with its branch offices. Adds Morgan, The team found that the desktops and “Thanks to Dell ProConsult, we have a laptops in the pilot—including legacy very good model in place where we can systems—performed even better than they deploy and upgrade across the agency did with Windows XP. In fact, based on seamlessly. We could not have done this preliminary calculations, Morgan estimates without Dell’s support.”

44 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. Dell recommends Microsoft® Windows® for everyday computing.

GIVE A PILOT THE TOOLS TO SOAR. Dell’s Connected Classroom gives teachers the latest technology to help students realize their dreams.

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launch 21st-century learning visit DELL.COM/21stCenturyTools OR CALL (888) 893-1734 to see more technology solutions. CASE STUDY: Windows 7 in Action

Just a Walk in the Park

Lodge Park Technology College becomes one of the first UK schools to use the Microsoft® Windows® 7 OS, and saves Challenge approximately £4,000 per year with Windows Server® 2008 Lodge Park Technology College wanted R2 Hyper-V™ virtualization. to upgrade its infrastructure to help reduce the server footprint, lower power and cooling costs, and increase IT flexibility. he 1,250 students at Lodge Park drivers when necessary. “Dell’s know-how Technology College need the and experience were fundamental to the Solution Tschool’s IT infrastructure to be as project’s success,” says Peverett. The Dell ProConsult team helped the ambitious as they are. The school has been The response from students and staff school first deploy Microsoft Windows a Dell Technology Trust Partner for two has been gratifying, Peverett says: “The Server 2008 R2 with Hyper-V virtual- years—so when network manager Stephen students love Windows 7—the Aero Peek ization on Dell™ PowerEdge™ servers, and Peverett decided to upgrade the infra- and Aero Snap features are particularly then make the move to Windows 7. structure, he approached the Dell popular, and teachers have responded to ProConsult team first. the faster access to files and folders that Benefits Dell and Lodge Park decided that Windows 7 affords when linked to ■■ Dell had Windows Server 2008 R2 Microsoft Windows Server 2008 R2 with Windows Server 2008 R2.” BitLocker and with Hyper-V up and running in just Hyper-V virtualization would be a good fit, AppLocker have helped increase security two days. and began looking at deploying Windows 7 and control for the IT team, and the vir-

■■ Virtualized Dell servers help to as well. “We saw that Dell could also help tualized Dell servers have brought signif- streamline maintenance, reduce the us get on the Windows 7 early adopter icant benefits—helping to streamline server footprint by an anticipated program,” says Peverett. “Many of the maintenance, reduce the server footprint 50 percent, and save an estimated Windows 7 features we were interested in, by nearly 50 percent in the next five £4,000 per year on hardware. such as BitLocker and AppLocker, depend months, and save an estimated £4,000 ™ ■■ The Windows 7 BitLocker and on Windows Server 2008 R2.” per year on hardware. “We’ve achieved AppLocker™ features help increase It took just two days to get Windows all the benefits we hoped we would security and control for the IT team, Server 2008 R2 and Hyper-V up and run- achieve,” says Peverett. while increased performance and ning. Peverett had few concerns about the So far, the environment has required usability enhancements such as the next step, moving to Windows 7: “Dell has very little maintenance and has helped Aero® Peek and Aero Snap features been involved in the development of dramatically simplify image deployment. have been popular with students Windows 7 at a very early stage, and the Says Peverett, “With a virtualized envi- and staff. Windows Server 2008 R2 deployment ronment and Windows 7, we can start went so well, we had every confidence that from a virtual machine image, install this would be a smooth process.” everything, and then test it, which saves Dell worked with Peverett’s team to us about a day per image—and we create design the first Windows 7 image, checked up to 30 images a year. This is time we that all the school’s technology was com- can spend on new applications to improve patible, and obtained the appropriate the student experience.”

46 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. CASE STUDY: Windows 7 in Action

In with the New

Working with Dell helps Hoover City Schools save months of testing and dramatically accelerate its migration to the Microsoft® Windows® 7 OS on existing Dell™ desktops, Challenge netbooks, and tablets. Hoover City Schools wanted to update its 6,500 Dell client systems—a mix of OptiPlex™ 755 and OptiPlex 760 desktops, Latitude™ 2100 netbooks, and oover City Schools, the third- on machines, they’re able to respond in Latitude XT mobile tablet devices—to largest city school system in natural ways to the OS.” The IT staff, the latest Microsoft OS. But the district HAlabama, is embracing the latest meanwhile, is excited about the potential needed to be sure that the applications technology to provide students with the security benefits, particularly the extended it depended on would work in the new richest possible educational experience. granularity of Group Policy control and the environment, and that learning would Even before the official release of Microsoft BitLocker drive encryption. “The features be enhanced by the migration, not Windows 7 Enterprise, the district was in Windows 7 have far exceeded our disrupted. already working with Dell to migrate its expectations,” Price says. 6,500 Dell OptiPlex 755 and OptiPlex 760 Dell ProManage Laptop and Desktop Solution desktops, Latitude 2100 netbooks, and Deployment Services help the school With help from the Dell ProConsult Latitude XT tablets to the new OS. system meet stringent deadlines. “Dell team, the district was able to quickly roll As a Global Application Compatibility Deployment Services is the key for us when out Windows 7 across its fleet of client Factory partner for Microsoft, Dell provided we have to cover 375 classrooms in less systems. application compatibility testing before the than 30 days and have everything ready migration. “Dell ProConsult saved us when the teachers come back,” Price says. Benefits months of testing time and helped ensure “We estimate the Dell team completed ■■ Dell ProConsult saved the district a smooth migration to Windows 7,” says the most recent project in approximately months of compatibility testing and Keith Price, CTO for Hoover City Schools. 90 percent less time than we would have helped ensure that legacy applica- “They helped identify which applications been able to complete it ourselves. As a tions work in the Windows 7 weren’t directly compatible with Windows 7 result, the teachers were able to focus on environment. out of the box, and helped us find solutions instruction from day one and not worry ■■ Dell ProManage™ Laptop and for making them work. This allowed us about how to set up the systems.” Desktop Deployment Services to leap forward in our deployment of The district’s partnerships with Dell and completed the most recent project Windows 7, and saved us the expense and Microsoft are helping it to quickly put the approximately 90 percent faster hassle of replacing those applications.” latest technology into classrooms. “We really than the district would have been So far, the report card for Windows 7 saw Dell and Microsoft as the industry lead- able to on its own. is all A’s. “Running Windows 7 on Dell ers in not only providing the technology, but ■■ Extended Group Policy control and Latitude XT tablets has brought tremen- desiring to see those technologies used in BitLocker™ drive encryption help dous advantages,” Price says. “It uses less an education environment,” Price concludes. increase security. memory, so applications run faster. “Migrating to Windows 7 is an important Students and teachers are experiencing step in ensuring that our classrooms remain rapid response times, so instead of waiting very relevant for the modern day.”

Managing a Vast Technology Infrastructure

The Microsoft® Windows® 7 OS enables Dell to reduce software imaging time by 50 percent, increase security Challenge for portable drives, and potentially reduce support costs The Dell Client Infrastructure Engineering by up to 25 percent. team sought to streamline software image management, increase security, and deliver high performance to end users. s one of the world’s leading com- Engineering team. “We can create an image Solution puter manufacturers, Dell knows in an hour and change it as often as we After deploying Microsoft Windows 7 to Ahow critical client systems are to want. This enables us to keep applications a group of early adopters, Dell plans to productivity and success. Its own infrastruc- up-to-date and computers protected with roll out the OS across its fleet of 100,000 ture includes 100,000 desktop and porta- the latest security updates.” desktop and portable computers, includ- ble computers, with 15,000 running Numerous other enhancements also ing 15,000 running the Windows Vista® Microsoft Windows Vista Enterprise and help smooth the migration and simplify Enterprise OS and 85,000 running 85,000 running Windows XP Professional. management. Windows XP Mode provides Windows XP Professional. Managing such a large environment a virtual environment that can run legacy presents diverse challenges. The Dell applications. The Problem Steps Recorder Benefits Client Infrastructure Engineering team enables end users to record steps leading ■■ Software imaging work takes half the was looking to reduce the work involved to an application failure. And the Windows time that it did with Windows XP, in updating and testing software images, Troubleshooting Platform could help reduce while the ability to quickly create and had become concerned about secu- support costs by up to 25 percent, based and change images helps ensure rity as employees increasingly used por- on eliminating one out of four calls that that client systems have the latest table USB drives to transport data. And, involve repetitive, manual actions. updates. of course, Dell employees have a pen- BitLocker To Go encryption and User

■■ The BitLocker To Go™ and User chant for performance. Account Control (UAC) help increase secu- Account Control (UAC) features help When Microsoft made the beta version rity as well. “Having a scalable encryption protect company data, particularly of Windows 7 available, Dell moved solution included in the OS is valuable,” says for employees using portable USB quickly to evaluate it. The company ini- Takis Petropoulos, IT manager at Dell. “And drives. tially deployed the OS to a group of early with UAC, we know that malicious code is

■■ The Windows Troubleshooting adopters, and plans to upgrade all 100,000 not getting executed on our computers.” Platform could help reduce support client systems. Key features such as the Dell has been impressed with Windows 7 costs by up to 25 percent. Deployment Image Servicing and performance, even on legacy hardware. Management tool helped accelerate and “Memory and CPU utilization are outstand- simplify the rollout. “The software imaging ing,” says Minaugh. “Also, the ability to run work for Windows 7 will take half the time Windows 7 on netbooks is important, con- that it previously did with Windows XP, plus sidering the increased demand for these we can make changes to the image on the platforms. We sell many kinds of comput- fly,” says Christopher Minaugh, systems ers, and we want to make sure the latest engineer on the Dell Client Infrastructure operating systems run on all of them.”

48 WINDOWS 7 MIGRATION GUIDE | A Supplement to Dell Power Solutions 2010 Issue 1 Reprinted from Windows 7 Migration Guide, a supplement to Dell Power Solutions, 2010 Issue 1. Copyright © 2010 Dell Inc. All rights reserved. FROM THIS POINT ON,

WHEN BAKER TILLY THINKS ABOUT WINDOWS 7, THE KEY NUMBER IS FOUR.

Working with Dell, leading accounting ﬁrm Baker Tilly went live on Windows® 7 in just four weeks for more than 2,000 users. Dell’s close relationship with Microsoft and unique approach made the rapid rollout possible. Baker Tilly has embraced eciency. Have you?

The Ecient Enterprise runs on Dell. Deploy Windows 7 faster @ dell.com/eciency

All other trademarks are the property of their respective owners. Individual customer results. Actual results may vary. FROM THIS POINT ON,

MIGRATE TO WINDOWS 7 WITH 88% LESS EFFORT.

Dell Automated Deployment makes for a smoother, trouble-free, and remarkably fast deployment of Microsoft® Windows® 7 across your enterprise. With desk-side technician time reduced by up to 88%.* Dell has a comprehensive understanding of Windows 7 and the technology and services to make it happen fast. Deploy e ciently with Dell.

The E cient Enterprise runs on Dell. Deploy Windows 7 faster @ dell.com/e ciency

All other trademarks are the property of their respective owners. Individual customer results, actual results may vary. *Based on an October 2009 Dell assessment of select customers’ general use of automated deployment tools.