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Windows 7 Planning & Deployment Done Right Info-Tech Research Group
Introduction ,[object Object],[object Object],[object Object],[object Object],Info-Tech Research Group
Executive Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Info-Tech Research Group
XP shops: start planning now for a complete migration by 2012 8 Info-Tech Research Group 1  Includes fully and partially deployed respondents Source: Info-Tech Research Group n=231 2010 1 2012 Windows XP Windows 7 As Windows XP end-of-life approaches,  Windows 7 adoption will skyrocket ‘ 01 ‘ 06 ‘ 08 ‘ 09 ‘ 14 Windows XP is launched. 400,000,000 copies in use. Direct OEM & retail sales of XP end. XP moves to extended support phase. Microsoft discontinues XP support. Less than 1% of survey respondents that deployed Vista plan to stay on it indefinitely; only 8% of respondents plan on staying with XP.  Similarly, less than 1% plan on moving to an alternate OS.  Info-Tech recommends organizations on Vista move to Windows 7, though with less urgency. If an EA with SA for desktop OS is in place and current hardware is sufficient, migrate sooner rather than later. Organizations running XP beyond 2014 can expect to pay $200K/year for security patches and support from Microsoft.
XP end-of-life matters most 0 Info-Tech Research Group   Branch / Remote Access Functionality 27% 47% 26% TCO/ROI 28% 46% 26% Security Features 36% 49% 15% Hardware Refresh 40% 42% 18% Administrative Management Functionality 48% 41% 11% XP End of Life 56% 28% 17% 1 Very Important Important Not Important Source: Info-Tech Research Group n=189 61% of large organizations cite XP end-of-life as the most important factor in their decision to move to Windows 7, while 72% of smaller organizations ranked improved administrative and management functionality as a significant pull factor. Smaller organizations are drawn to the improved administrative and management functionalities due to IT resource constraints. While Microsoft  touts the TCO and ROI benefits of Windows 7,  Info-Tech data suggests it to be a less important migration driver. 1  Sums greater than 100% are due to rounding
Don’t get fooled by TCO & ROI; cost avoidance is real for some Most organizations will not see enough of a reduction in support and administration requirements to eliminate payroll. Reduced support and administrative burden could result in reduced future hires or re-allocation of payroll. If advanced security and remote connectivity features are utilized, it may be possible to avoid the costs of third-party centralized encryption, VPN, and/or remote connectivity solutions. Assuming a six-year desktop OS life, the monthly cost per desktop for Windows 7 Professional (at retail pricing) is less than five dollars. Info-Tech Research Group TCO ,[object Object]
Windows 7 improves on 3 significant feature silos Info-Tech Research Group Search Windows 7 provides users with a consolidated search function known as  Federated Search  that allows users to search for a file on their desktops, the network or on the Internet from a single search.  Jump Lists  provide quick access to recent files and applications. Security With the Enterprise and Ultimate versions of Windows 7, enhanced security features such as  BitLocker  and  AppLocker  can be activated to ensure security of corporate data and application control.  Connectivity With the addition of a Windows Server 2008 R2 backend,  DirectAccess  provides seamless remote and mobile connectivity, while  BranchCache  can store commonly accessed files locally in branch offices for much faster local access.
Federated Search is a drastic improvement over its predecessor Info-Tech Research Group Federated Search functionality is standard in all business versions of Windows 7 and does not conflict with existing enterprise search solutions. Federated Search ,[object Object],[object Object],Search Specificity ,[object Object]
DirectAccess & BranchCache simplify remote connectivity Info-Tech Research Group “ From an end-user perspective, DirectAccess just makes things much easier and more transparent for us. Why go through the extra steps of VPN when there is no need?” IT Manager, Manufacturing DirectAccess ,[object Object],BranchCache ,[object Object]
Improved security features ensure safety of corporate data Info-Tech Research Group “ It’s difficult to sell the security department of an organization on BitLocker, but it is fantastic. Every case study we’ve done shows it to be just as strong as Pointsec and Ademco.” IT Consultant, Windows 7 Deployment Expert BitLocker ,[object Object],[object Object],AppLocker ,[object Object],[object Object]
Application, hardware & peripheral compatibility drive architecture selection 0 Info-Tech Research Group n=190 ,[object Object],[object Object],Professional Enterprise Ultimate Most organizations continue to deploy a 32 bit OS, however, 64 bit adoption is gaining Source: Info-Tech Research Group Aggregate n=190 32 Bit 64 Bit Professional Enterprise Undecided Ultimate
Understand your requirements & select accordingly Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Select the Windows 7 version you require based on enterprise functionality & hardware status Info-Tech Research Group
Preparation & planning are vital to success Info-Tech Research Group Microsoft Application Compatibility Toolkit 5.5 Windows Automated Installation Kit Microsoft Deployment Toolkit Windows Deployment Services Windows 7 Springboard Series ,[object Object],[object Object],[object Object]
Case Study: Preparation & Planning  Info-Tech Research Group Industry: Segment: Source: Healthcare/Education Small Enterprise Independent Consultant Pain Point ,[object Object],[object Object],Solution ,[object Object],[object Object],[object Object],[object Object],Insight ,[object Object],“ “ IT Consultant, Windows 7 Deployment Expert
Preparation 101: Application Compatibility Info-Tech Research Group Application Compatibility Toolkit ,[object Object],Windows 7 XP Mode ,[object Object],[object Object],Microsoft Enterprise Desktop Virtualization ,[object Object],Microsoft Application Virtualization ,[object Object],Project managers often miscalculate the time and effort it takes to test application compatibility with Windows 7; we’ve found this area to be the most difficult and cost-inducing area of deployment. “ “ IT Consultant, Windows  7 Deployment Expert
54% of organizations cited application testing as the most successful way to mitigate deployment issues Info-Tech Research Group n= 190 22% Deployment Methodology 20% End-User Training 54% Application Testing 1% Peripheral Testing 3% Other
Case Study: End-user Training Info-Tech Research Group Industry: Segment: Source: Municipal Services Small Enterprise IT Director IT Director, Municipal Services Pain Point ,[object Object],Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],Insight What we found that worked great was for people using  a terminal server or virtual machines to set up machines and let users really bang on them. We used the people we were going to roll it out to and, once they got familiar with it, they were our best testers. “ “
Roadmap Info-Tech Research Group Stay on Vista Migrate to an Alternate OS Upgrade on Existing Hardware Upgrade via Hardware Refresh
Deploy through hardware refresh with standard images – installed in-house or pre-installed by the VAR Info-Tech Research Group Not recommended 1 In-House Standard Images Standard images are created with all of the functionality, settings, and applications required. The images can be deployed to multiple PCs without having to make additional changes before rolling machines out to end-users. Images can be deployed by the IT group as new hardware arrives. 2 Pre-Installed Standard Images Standard images are created by IT and provided to the PC manufacturer or VAR.  Dell ImageDirect and HP Workplace Software Management Services, for example, will install provided images during the manufacturing process, eliminating the need for IT to deploy images on new hardware.  3 Maintain Standard OEM Install Maintaining the standard OEM installation is an option, however, manual configuration and application installations are required for each machine. This is a time-consuming and onerous process.
Roadmap Info-Tech Research Group Stay on Vista Migrate to an Alternate OS Upgrade on Existing Hardware Upgrade via Hardware Refresh
Preparation 101: Hardware Compatibility Info-Tech Research Group Microsoft Assessment & Planning Toolkit Most desktops and laptops manufactured in 2008 or later will run Windows 7 without issue. In fact, even older hardware (up to 5 years old) will run Windows 7 32-bit handily, but there is some risk of driver incompatibility. The  Microsoft Assessment and Planning Toolkit (MAP)   inventories PCs on the corporate network and identifies those capable of running Windows 7. Microsoft Assessment and Planning Toolkit Corporate Network Hardware  Assessment Results Compatible  with Windows 7 Incompatible with Windows 7
Preparation 101: Deployment Planning Info-Tech Research Group Deployment Image Servicing & Management DISM lets you build a variety of standard images for deployment. Windows Automated Installation Kit This tool allows for automated deployment using pre-configured answer files, as well as incorporating the  User State Migration Tool (USMT)  (allows the migration of user files and settings from the previous OS). Microsoft Deployment Toolkit This tool extends the WAIK functionality to include deployment options like network configuration and settings, and functionality like BitLocker. It essentially allows for zero-touch implementations. Windows Deployment Services WDS allows for a higher level of automation. Run on Windows Server 2008, it centralizes images and image management, and allows for multicast (one-to-many) deployment.
Deployment is a function of infrastructure & expertise 3 Info-Tech Research Group ,[object Object],[object Object],High Touch with  Retail Media ,[object Object],High Touch with  Standard Image ,[object Object],[object Object],Light Touch  High Volume ,[object Object],[object Object],Zero Touch High Volume Investment Internal Expertise 100-500  client computers 500+ client computers
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Select the most appropriate deployment method by focusing on current infrastructure & IT complexity Info-Tech Research Group
Roadmap Info-Tech Research Group Stay on Vista Migrate to an Alternate OS Upgrade on Existing Hardware Upgrade via Hardware Refresh
Vista holdouts should consider moving to Windows 7,  especially if you have Software Assurance If Vista is partially deployed and there is a mix of XP and Vista, finish the Vista migration and deploy Windows 7 when the migration is complete – avoid supporting  3 OSes if possible. Info-Tech Research Group If Vista is deployed and desktop OS SA is not in place, try to get your money’s worth – but Windows 7 should be on a 3-4 year planning horizon. If Vista is deployed and desktop OS SA is in place, follow the 2012 deployment guidance. Compatibility ,[object Object],[object Object]
Roadmap Info-Tech Research Group Stay on Vista Migrate to an Alternate OS Upgrade on Existing Hardware Upgrade via Hardware Refresh
Linux looks free, but support, administration & user training increase TCO & eliminate ROI Alternative desktop OSes, particularly Linux variations like Ubuntu, Xandros, SUSE, and Red Hat, are open source and look financially attractive on the surface. The costs associated with administrator and end-user training will be significant for those moving from XP to open source. Many enterprise applications will not work with alternative OSes, requiring a work-around like virtual desktops or terminal servers. Apple has outstanding hardware and a fantastic OS, but with few exceptions in verticals like education and desktop publishing, the cost is simply too high. Info-Tech Research Group Licensing Costs ,[object Object]
The future of the desktop OS Info-Tech Research Group In a recent survey, respondents were asked to comment on the following provocative statement:  Desktop OSes as we know them will be extinct in 5 years as all applications and services will be available in a browser through cloud-based offerings As expected, the responses were varied and passionate. “ This is absolutely silly. Many services will be delivered through the cloud, but even phone OSes today are "thicker" than desktop OSes were 10 years ago. That trend will not even reverse that soon much less have come to that fruition.” “ No, desktop Os will not be dead - too many business applications will still require them. End users, especially younger ones, will not be constrained by desktops in the future - although 5 years is a little soon to see that.” “ False, desktop OS will still exist very similar to today, however usage within the enterprise will change. In 5 years expect today's desktop OS to represent about 40% to 45% of the fleet with browser based at 55 to 60% climbing at a rate of 5-10% per year.” “ It may be the case for small or medium size companies, but for large corporations, the Network bandwidth is a constant struggle. The network has to be upgraded multiple times to run a cloud-based organization, and for global corporations that will take much more than 5 years.” “ True. We are already planning large implementations of virtual desktops, virtualized central services (servers).” “ While I think that is possible, it will depend on the extent to which cloud computing and related security, bandwidth and infrastructure matures to support that. I think it's likely that cloud computing and apps will be prominent as described in the next three years. However there will still be desktop OSes for longer than five years.”
Summary Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object]
Appendix A: Related Research Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object]
Appendix B: Detailed Preparation & Planning Guide Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Planning Point Preparation and planning are important for almost any enterprise technology deployment, but over 90 percent of all organizations will go through a Windows 7 migration before Windows XP officially becomes unsupported (end-of-life) in 2014. If you’re reading this there’s a very high likelihood that your organization will be migrating to Windows 7 by 2012, and a near certainty that a migration will happen by 2014. Key Considerations There are three primary planning considerations for organizations deploying Windows 7: application compatibility, deployment methodology, and end user training and acceptance. Fortunately, Microsoft wants you to implement Windows 7, so they have made a number of very useful tools available for planning and deployment. All of the tools and resources identified below are free from Microsoft. Hardware Compatibility Most desktops and laptops manufactured in 2008 or later will run Windows 7 without issue. In fact, even older hardware (up to 5 years old) will run Windows 7 32-bit handily, but there is some risk of driver incompatibility. The  Microsoft Assessment and Planning Toolkit (MAP)   inventories PCs on the corporate network and identifies those capable of running Windows 7.
Appendix B: Continued Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],While Microsoft has made tools available to test application compatibility, Info-Tech recommends testing all enterprise applications on Windows 7 prior to deployment. In other words, don’t take Microsoft’s word for it – do application compatibility testing in addition to using Microsoft tools. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Appendix B: Continued Info-Tech Research Group Pilot Testing & End-user Training The majority of end users familiar with Windows XP or Vista will not find Windows 7 to be a big leap. The user interface is largely recognizable, although some familiarization/training may be required for features like the updated taskbar, jump lists, and federated search. Expect to deliver a short 30-60 minute training session for new users. Many of the organizations Info-Tech interviewed are piloting Windows 7 for savvy users – in the IT group, for instance. To get end users familiar with the OS prior to deployment, it makes sense to setup a virtual desktop to help end users get comfortable prior to deploying to their desktops. Set up a virtual desktop or terminal server running Windows 7 and schedule time for users to jump in and “kick the tires”. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Appendix C: Deployment & Execution Guide Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Implementation Point Preparing for organization-wide deployment is critical. When it comes time to deploy, much of the heavy lifting has already been done. Selecting the appropriate deployment methodology and toolkit will simplify the implementation. Early adopters Info-Tech has spoken with almost unanimously agreed that Windows 7 deployment has been relatively painless. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Appendix C: Continued Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Appendix C: Continued Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Variants, Alternatives, and Optional Tools Many Windows 7 implementers that Info-Tech interviewed are in the process of deploying through hardware refresh. This is a very valid, and common deployment methodology. Those deploying Windows 7 strictly through hardware refresh typically fall outside of the above deployment methodologies because they likely refreshing hardware cyclically rather than all at once. In this case, an organization with 900 desktops may replace 300/year over the next 3 years, and are often deploying using the high touch, standard image methodology. Another option for those deploying through hardware refresh is to have the PC VAR carry the standard OS images and deploy them prior to delivering new hardware. There is a cost associated with this option, but it will save IT some time and resources. Finally, organizations with an SA agreement with Microsoft should explore the  Microsoft Desktop Optimization Pack (MDOP) . This toolkit is available only to those that have an Enterprise Agreement with Microsoft (including SA).
Appendix C: Continued Info-Tech Research Group ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Standardize the Service Desk
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Modernize Communications and Collaboration Infrastructure
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Optimize the IT Operating Model
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Build and Information Security Strategy
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Build an Application Integration Strategy
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Develop a Project Portfolio Management Strategy
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Implement an enterprise service bus revised
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Implement a Shared Services Model
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desktop os windows7

  • 1. Windows 7 Planning & Deployment Done Right Info-Tech Research Group
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  • 4. XP shops: start planning now for a complete migration by 2012 8 Info-Tech Research Group 1 Includes fully and partially deployed respondents Source: Info-Tech Research Group n=231 2010 1 2012 Windows XP Windows 7 As Windows XP end-of-life approaches, Windows 7 adoption will skyrocket ‘ 01 ‘ 06 ‘ 08 ‘ 09 ‘ 14 Windows XP is launched. 400,000,000 copies in use. Direct OEM & retail sales of XP end. XP moves to extended support phase. Microsoft discontinues XP support. Less than 1% of survey respondents that deployed Vista plan to stay on it indefinitely; only 8% of respondents plan on staying with XP. Similarly, less than 1% plan on moving to an alternate OS. Info-Tech recommends organizations on Vista move to Windows 7, though with less urgency. If an EA with SA for desktop OS is in place and current hardware is sufficient, migrate sooner rather than later. Organizations running XP beyond 2014 can expect to pay $200K/year for security patches and support from Microsoft.
  • 5. XP end-of-life matters most 0 Info-Tech Research Group   Branch / Remote Access Functionality 27% 47% 26% TCO/ROI 28% 46% 26% Security Features 36% 49% 15% Hardware Refresh 40% 42% 18% Administrative Management Functionality 48% 41% 11% XP End of Life 56% 28% 17% 1 Very Important Important Not Important Source: Info-Tech Research Group n=189 61% of large organizations cite XP end-of-life as the most important factor in their decision to move to Windows 7, while 72% of smaller organizations ranked improved administrative and management functionality as a significant pull factor. Smaller organizations are drawn to the improved administrative and management functionalities due to IT resource constraints. While Microsoft touts the TCO and ROI benefits of Windows 7, Info-Tech data suggests it to be a less important migration driver. 1 Sums greater than 100% are due to rounding
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  • 7. Windows 7 improves on 3 significant feature silos Info-Tech Research Group Search Windows 7 provides users with a consolidated search function known as Federated Search that allows users to search for a file on their desktops, the network or on the Internet from a single search. Jump Lists provide quick access to recent files and applications. Security With the Enterprise and Ultimate versions of Windows 7, enhanced security features such as BitLocker and AppLocker can be activated to ensure security of corporate data and application control. Connectivity With the addition of a Windows Server 2008 R2 backend, DirectAccess provides seamless remote and mobile connectivity, while BranchCache can store commonly accessed files locally in branch offices for much faster local access.
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  • 17. 54% of organizations cited application testing as the most successful way to mitigate deployment issues Info-Tech Research Group n= 190 22% Deployment Methodology 20% End-User Training 54% Application Testing 1% Peripheral Testing 3% Other
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  • 19. Roadmap Info-Tech Research Group Stay on Vista Migrate to an Alternate OS Upgrade on Existing Hardware Upgrade via Hardware Refresh
  • 20. Deploy through hardware refresh with standard images – installed in-house or pre-installed by the VAR Info-Tech Research Group Not recommended 1 In-House Standard Images Standard images are created with all of the functionality, settings, and applications required. The images can be deployed to multiple PCs without having to make additional changes before rolling machines out to end-users. Images can be deployed by the IT group as new hardware arrives. 2 Pre-Installed Standard Images Standard images are created by IT and provided to the PC manufacturer or VAR. Dell ImageDirect and HP Workplace Software Management Services, for example, will install provided images during the manufacturing process, eliminating the need for IT to deploy images on new hardware. 3 Maintain Standard OEM Install Maintaining the standard OEM installation is an option, however, manual configuration and application installations are required for each machine. This is a time-consuming and onerous process.
  • 21. Roadmap Info-Tech Research Group Stay on Vista Migrate to an Alternate OS Upgrade on Existing Hardware Upgrade via Hardware Refresh
  • 22. Preparation 101: Hardware Compatibility Info-Tech Research Group Microsoft Assessment & Planning Toolkit Most desktops and laptops manufactured in 2008 or later will run Windows 7 without issue. In fact, even older hardware (up to 5 years old) will run Windows 7 32-bit handily, but there is some risk of driver incompatibility. The Microsoft Assessment and Planning Toolkit (MAP) inventories PCs on the corporate network and identifies those capable of running Windows 7. Microsoft Assessment and Planning Toolkit Corporate Network Hardware Assessment Results Compatible with Windows 7 Incompatible with Windows 7
  • 23. Preparation 101: Deployment Planning Info-Tech Research Group Deployment Image Servicing & Management DISM lets you build a variety of standard images for deployment. Windows Automated Installation Kit This tool allows for automated deployment using pre-configured answer files, as well as incorporating the User State Migration Tool (USMT) (allows the migration of user files and settings from the previous OS). Microsoft Deployment Toolkit This tool extends the WAIK functionality to include deployment options like network configuration and settings, and functionality like BitLocker. It essentially allows for zero-touch implementations. Windows Deployment Services WDS allows for a higher level of automation. Run on Windows Server 2008, it centralizes images and image management, and allows for multicast (one-to-many) deployment.
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  • 26. Roadmap Info-Tech Research Group Stay on Vista Migrate to an Alternate OS Upgrade on Existing Hardware Upgrade via Hardware Refresh
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  • 28. Roadmap Info-Tech Research Group Stay on Vista Migrate to an Alternate OS Upgrade on Existing Hardware Upgrade via Hardware Refresh
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  • 30. The future of the desktop OS Info-Tech Research Group In a recent survey, respondents were asked to comment on the following provocative statement: Desktop OSes as we know them will be extinct in 5 years as all applications and services will be available in a browser through cloud-based offerings As expected, the responses were varied and passionate. “ This is absolutely silly. Many services will be delivered through the cloud, but even phone OSes today are "thicker" than desktop OSes were 10 years ago. That trend will not even reverse that soon much less have come to that fruition.” “ No, desktop Os will not be dead - too many business applications will still require them. End users, especially younger ones, will not be constrained by desktops in the future - although 5 years is a little soon to see that.” “ False, desktop OS will still exist very similar to today, however usage within the enterprise will change. In 5 years expect today's desktop OS to represent about 40% to 45% of the fleet with browser based at 55 to 60% climbing at a rate of 5-10% per year.” “ It may be the case for small or medium size companies, but for large corporations, the Network bandwidth is a constant struggle. The network has to be upgraded multiple times to run a cloud-based organization, and for global corporations that will take much more than 5 years.” “ True. We are already planning large implementations of virtual desktops, virtualized central services (servers).” “ While I think that is possible, it will depend on the extent to which cloud computing and related security, bandwidth and infrastructure matures to support that. I think it's likely that cloud computing and apps will be prominent as described in the next three years. However there will still be desktop OSes for longer than five years.”
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