Module 2: Designing a Workstation Installation and Upgrade Strategy Contents Overview Determining the Operating System Environment Determining the Organizational Requirements Identifying Clean Operating System Installation Options 10 Identifying Operating System Upgrade Options 16 Assessing the Appropriate Installation Options 20 Lab A: Meeting Operating System Installation Requirements 27 Review 35 Information in this document, including URL and other Internet Web site references, is subject to change without notice Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, places or events is intended or should be inferred Complying with all applicable copyright laws is the responsibility of the user Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property  2001 Microsoft Corporation All rights reserved Microsoft, MS-DOS, Windows, Windows NT, Active Desktop, Active Directory, IntelliMirror, Outlook, PowerPoint, and Visio are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A and/or other countries The names of actual companies and products mentioned herein may be the trademarks of their respective owners Module 2: Designing a Workstation Installation and Upgrade Strategy Instructor Notes Presentation: 45 Minutes Lab: 30 Minutes This module provides students with the information required to determine an organization’s current operating system environment and its future needs Students also learn how to assess the appropriate installation options and select the one that will meet the needs of the organization After completing this module, students will be able to:
Determine the current business operating system environment
Determine whether a clean installation or an upgrade is required
Identify possible operating system installation options
Identify possible operating system upgrade options
Assess the options that are most appropriate to meet the business needs After completing the lab exercise, students will be able to determine an organization’s needs for installation or upgrade of operating systems on its clients Materials and Preparation This section provides the materials and preparation tasks that you need to teach this module Required Materials To teach this module, you need the following materials:
Microsoft® PowerPoint® file 2410a_02.ppt
Module 2, “Designing a Workstation Installation and Upgrade Strategy”
The Trainer Materials compact disc Preparation Tasks To prepare for this module, you must:
Read all of the materials for this module
Read the technical white papers located on the Trainer Materials compact disc
Read any relevant information in the Microsoft Windows® 2000 or Microsoft Windows XP Help files, and the Windows 2000 or Windows XP Resource Kit
Be familiar with the principles and practice of Change and Configuration Management (CCM)
Read the Instructor Notes that precede each module These contain preparation suggestions for each module
Read the review questions and be prepared to elaborate beyond the answers provided in the text
Complete the lab and be prepared to elaborate beyond the solutions found there iii iv Module 2: Designing a Workstation Installation and Upgrade Strategy Module Strategy Use the following strategy to present this module:
Determining the Operating System Environment In this section, students learn how to gather the information required for the analysis of the current operating system environment In addition, students learn how to determine current business practices for operating system installations and upgrades Note the following: • Acknowledge that there may be operating systems on the network that are not Windows based • Client computers will need sufficiently powerful hardware to run the operating systems being installed A hardware upgrade may need to precede an operating system deployment • Note that a CCM deployment is a good opportunity to implement more structured procedures than may currently exist This may effectively address the political issue of poorly managed systems
Determining the Organizational Requirements In this section, students learn how to identify the organization’s future requirements for operating system installation and upgrade Note the following: • In the case where client computers have been poorly configured in the past, or have been subject to many upgrades and software changes, it may be advisable to conduct clean operating system installations rather than upgrades of existing client computers • From a total cost of ownership (TCO) standpoint, a general deployment of a minimally customized operating system may appear preferable However, it is unlikely to meet the diverse needs of the user base, and hence may be a false economy
Identifying Clean Operating System Installation Options In this section, students look at the technologies for clean operating system installations, using manual and automated installations, and then determine their suitability to an organization’s requirements Note the following: • Technologies specific to operating system deployment—for example, Sysprep and Remote Installation Services (RIS)—are covered here for the first time • Enterprise operating system deployment is complex, and there are a number of techniques required to conduct such deployments in a satisfactory manner (for example, using Sysprep for automated installation or performing manual installations) This module does not cover these techniques in detail • The choice of technologies will depend on a number of factors in addition to those presented in this module For example, CCM requirements other than operating system deployment may need to be taken into consideration Module 2: Designing a Workstation Installation and Upgrade Strategy
Identifying Operating System Upgrade Options In this section, students look at the technologies for operating system upgrades and determine the suitability of those technologies to an organization’s requirements Note the following: • Enterprise operating system upgrades are complex, and there are a number of techniques available to conduct such deployments in a satisfactory manner (for example, automating the upgrades by using Microsoft Systems Management Server (SMS) and Microsoft IntelliMirror® or performing manual upgrades) This module does not cover these techniques in detail • The choice of technologies will depend on a number of factors in addition to those presented in this module For example, CCM requirements other than operating system deployment may need to be taken into consideration
Assessing the Appropriate Installation Options In this section, students assess the CCM technologies and determine their suitability to operating system installation and upgrade Students determine the hardware and software requirements and consider the benefits and shortcomings A comparison of technologies highlights their different usage, implementation, and operation, and demonstrates that they can be used as complementary technologies in certain situations Note the following: • It is important to define a solution that meets the majority of the requirements A solution that is too highly customized will be difficult (and therefore expensive) to manage However, a solution that does not take all of the requirements into account will not meet the needs of the users • There is no perfect answer for operating system deployment Therefore, the chosen solution will require the student to make compromises v vi Module 2: Designing a Workstation Installation and Upgrade Strategy Lab Strategy Use the following strategy to present this lab Lab A: Meeting Operating System Installation Requirements The lab is designed to assist the student in applying the information presented in this module Students are expected to have:
Experience installing Windows 2000 or Windows XP
Basic experience or knowledge of unattended and scripted installations
Basic experience or knowledge of RIS and SMS
The knowledge and skills necessary to define and implement an installation and upgrade plan The lab consists of three scenarios, each of which is based on a company requiring facilities for operating system deployment and upgrade In this lab, students will review each scenario and determine organizational requirements They will then use information from the module to derive a number of design decisions concerning the installation and upgrade plan Students will also be asked to explain how they arrived at the decisions To conduct this lab:
Read the lab carefully, paying close attention to the instructions and to the details of the scenario
Divide the class into groups of two or more students
Present the lab and make sure that students understand the instructions and the purpose of the lab
Explain each of the scenarios and highlight any key information
Remind students to consider the relative merits of SMS, IntelliMirror, and RIS with respect to operating system installation and upgrade, and remind students to think about the suitability of each option to the scenarios
Take the opportunity to assess each student’s comprehension of the technology features of SMS, IntelliMirror management technologies, and RIS presented in the module, while students are completing the lab
Allow some time to discuss the solutions after the lab is completed A solution is provided on the Trainer Materials compact disc Encourage students to look critically at each other’s solutions and to discuss any ideas for improving the designs Module 2: Designing a Workstation Installation and Upgrade Strategy Overview Topic Objective To provide an overview of the module topics and objectives Lead-in In this module, you will learn about the principles of evaluating operating system installation and upgrade options based on business needs, and the current and planned environment
Determining the Operating System Environment
Determining the Organizational Requirements
Identifying Clean Operating System Installation Options
Identifying Operating System Upgrade Options
Assessing the Appropriate Installation Options *****************************ILLEGAL FOR NON-TRAINER USE****************************** Administrators and network architects are familiar with the use of manual installations and scripted upgrades These methods of operating system deployment may involve an administrator visiting individual computers If you plan a deployment with Change and Configuration Management (CCM) technologies such as Microsoft® Systems Management Server (SMS) and Microsoft Windows® 2000 Remote Installation Services (RIS), the installation and upgrade process is streamlined by providing more comprehensive support for centralized control and automated deployment In this module, you will learn about the information requirements for determining the organization’s current operating system environment and its future needs You will decide whether desktop upgrades or clean installations meet those needs You will then learn how to assess the appropriate installation options and select the one that meets the needs of the organization After completing this module, you will be able to:
Determine the current business operating system environment
Determine whether a clean installation or an upgrade is required
Identify possible operating system installation options
Identify possible operating system upgrade options
Assess the options that are most appropriate to meet the business needs Module 2: Designing a Workstation Installation and Upgrade Strategy
Determining the Operating System Environment Topic Objective To identify the steps required to determine the organization’s current environment Lead-in It is important to determine the organization’s current environment as a starting point for identifying how CCM technologies will benefit the organization
Determining Operating Systems Used
Determining Current Installation Strategies *****************************ILLEGAL FOR NON-TRAINER USE****************************** As the administrator or designer of your network, you must provide a plan for the installation of operating systems on new client computers and the upgrade of operating systems on existing client computers One of the first tasks that you must complete is an assessment and analysis of the existing environment In this section, you will learn how to gather the information required for the analysis of the current operating system environment In addition, you will learn how to assess current business practices in relation to operating system installations and upgrades Module 2: Designing a Workstation Installation and Upgrade Strategy Determining Operating Systems Used Topic Objective To understand how to determine the organization’s current operating system environment
Lead-in As designer of the CCM infrastructure, you must know what initial information to gather to be successful in creating an operating system installation strategy
Current Operating Systems
Which operating systems are used?
How many of each?
Where are client computers located? Configuration of Existing Client Computers
Which hardware configurations?
Identify HCL compliance
Identify need for hardware upgrade *****************************ILLEGAL FOR NON-TRAINER USE****************************** Before you can successfully implement an operating system installation and upgrade strategy, you must be aware of the current operating system environment and understand which decisions are crucial to your future strategy for installations and upgrades Current Operating Systems To identify your installation and upgrade strategy, you must gather the following information about your current operating system environment:
Which operating systems are in use on the network?
How many of each operating system exist?
Where are the client computers located?
Are older operating systems needed alongside the current ones? Configuration of Existing Client Computers To identify the suitability of your client computers for installation or upgrade, gather the following information:
The hardware configuration of each of the client computers This information determines whether the computers are capable of running the operating system that you intend to install
Future installation requirements Will existing client computers support them?
Do any client computers require hardware upgrades (for either of the preceding reasons)?
Are the client computers fully compliant with the Windows 2000 Hardware Compatibility List (HCL)? Module 2: Designing a Workstation Installation and Upgrade Strategy It is important to identify whether the client computers’ hardware has the capacity for Windows 2000 or Microsoft Windows XP Note that SMS provides a useful mechanism to collect the configurations of client computers There may also be issues relating to your future operating system installation and upgrade strategies that will determine other client computer hardware requirements For example, RIS has specific client computer requirements for successful use Note For more information about the minimum hardware requirements for Windows 2000 Professional, see http://www.microsoft.com/windows2000 ... your organization have only a few standard hardware configurations, rather than many customized configurations Module 2: Designing a Workstation Installation and Upgrade Strategy 13 Advantages... client computer installations and upgrades and plan a strategy for creating teams to carry out future installations and upgrades You may need to consider additional training for Information Technology... performing a clean installation of Windows 2000 Professional are as follows: Manual Installation Methods
Manual CD-ROM installation
Manual over-the-network installation Automated Installation