1. Welcome

2. How to upgrade your desktops to Windows XP and Office XP

3. What we will cover: Upgrading to Windows XP and Office System 2003 using BDD –Migration including User State –Application Compatibility –Office Local Source install –Office Transforms

4. Prerequisite Knowledge Level 200 Active Directory / Group Policy Working knowledge of SMS 2003 Administrator Console Working knowledge of SMS 2003 software distribution features and package definitions Scripting

5. Agenda What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

6. What is BDD? Microsoft Solution Accelerators Microsoft Solutions for Infrastructure & Management Reference Architecture (previously “MSA”) Microsoft Solutions for Security Microsoft Solution for UNIX Migration Microsoft Solutions for Small & Medium Business Microsoft Operations Framework Addressing IT Pro technology business challenges Targeted at defined customer scenarios Integrated people, process, and technology Covers the entire lifecycle Engineered, tested, and validated Supported

7. What is BDD? Standard vs. Enterprise StandardEnterprise Customer25-500 Workstations500+ Workstations EffortLight Touch Light Touch/ Zero Touch Media for InstallCD/DVD Network CD/DVD Infrastructure LAN (AD Recommended) LAN with Active Directory

8. Agenda What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

9. Capable of new computer install and refreshes OS Adds support to SMS 2003 for deploying new OS images to desktops in a distributed environment Uses WIM image format: saves local data Supports custom scripts and migration tools Introduction to OSD OSD Feature Pack

10. Target Machine SMS Advanced Client Agent Windows-Present MOM Hard Disk Logs all activity SMS Server SMS inventory is used to create a “collection.” Computers are targeted for refresh. Client receives advertisement for OS refresh, saves user state. 1 1 2 2 3 3 SMS delivers bootable Windows PE image using WIM to existing OS partition. 5 5 6 6 7 7 Compressed WIM OS image is downloaded and installed. SMS Advanced Client agent starts up. SMS delivers role-based applications and post-OS configuration. User state is restored. 8 8 Application Delivery SMS Client Agent Pre-OS Windows PE Image Delivery Boot files are modified, reboots to Windows PE on hard disk, then cleans disk. 4 4 OS Image Delivery Bootable Windows PE OS Image is personalized and boots to full OS with SMS agent. Introduction to OSD How OS Deployment Works

11. Introduction to OSD Known Issue Issue: –OSD Feature Pack released November 16, 2004 –Control File changes lost on uninstall Resolution: –December 17, 2004 version resolves problem –Download and install over the previous installation

12. Introduction to OSD  Creating an OSD Image Capture CD demonstration demonstration

13. Agenda What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

14. Installing XP Manual Install or Automated? –CD based; usually manual –Network Based; usually automated Answer files –Notepad –Setup Manager –Windows Pre-installation Environment (WinPE) Application Compatibility

15. Installing XP (cont…) Partition Size File System –Convert or Format –NTFS or FAT Multilingual Applications Best Practices

16. Installing XP: Tools Answer Files –Winnt.sif –Unattend.txt –Sysprep.inf –Use ref.chm and deploy.chm (much better in XP) Setup Manager Windows Pre-installation Environment –32 bit CD based boot environment with Network access and built in firewall. Can be deployed using RIS.

17. Installing XP: Applications Decide Core Apps –Anti-virus –Anti-spyware –Productivity tools (Office, Adobe etc.) Test for Compatibility –Prioritise Applications –Test –Deploy fixes

18. Setup Manager  Creating an answer file using setup manager demonstration demonstration

19. Agenda What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

20. Installing Office Packages Environment Customization Distribution

21. Installing Office (cont…) Packages –Which ones to install? –Do you need legacy package interoperability? Environment –Network Capacity –Workstation and Server capabilities

22. Installing Office Customisation –Components –Settings / Modifying Shortcuts –Chaining Files –MST File / Command line Distribution –Administrative Install –Compressed CD –Local Source Cache

23. Custom Installation Wizard  Creating a transform file (MST)  Changing a setting using the command line demonstration demonstration

24. Agenda What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

25. OS Image Creation with OSD Windows Imaging Format and USMT WIM Format Component –File-based and non-destructive –Automates to eliminate duplicate files –Provides high image compression Integrates with USMT for image installation task sequencing –User notification –State capture and restore

26. SMS Server OS Image Development Machine SMS Distribution Points SMS Collection OS Image Creation with OSD Image Distribution Process WIM Image WIM Image WIM Image

27. OS Image Creation with OSD Image Capture Wizard

28. OS Image Creation with OSD London Scenario New PC – No User State Upgrade PC – Transfer User Refreshed PC – Preserve User

29. Image Creation with OSD  Capturing a master image using the Image Capture Wizard  Create and configure the OS Package in SMS Administrator demonstration demonstration

30. Agenda What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

31. Deploying to a New Hard Drive System Requirements Image Installation CD Network Connection

32. Deploying to a New Hard Drive London Scenario New PC – No User State Upgrade PC – Transfer User Refreshed PC – Preserve User Contoso Standard Image

33. Workstation Deployment: A New/Blank Hard Drive  Using OSD to deploy to a new/blank hard drive demonstration demonstration

34. Agenda What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

35. Balances between standardized desktops and user state migration ScanState and LoadState plus.infs Migrates data files and user settings Provides guidance for modifying USMT scripts to achieve goals User State Migration Restoring User Settings and Data

36. User State Migration USMT 2.6 Changes Can migrate multiple user profiles –Uses local system account –Profile filtering: Avoids non-user profiles –Can migrate from non-domain computer Is more network aware Includes enhanced remote operation –Progress logging and more command-line options –Heartbeat

37. Target Machine SMS Advanced Client Agent Windows-Present MOM Logs all activity SMS Server SMS inventory is used to create a “collection.” Computers are targeted for refresh. Client receives advertisement for OS refresh, saves user state. 1 1 2 2 3 3 SMS delivers bootable Windows PE image using WIM to existing OS partition. 5 5 6 6 7 7 Compressed WIM OS image is downloaded and installed. SMS Advanced Client agent starts up. SMS delivers role-based applications and post-OS configuration. User state is restored. 8 8 SMS Client Agent Pre-OS Boot files are modified, reboots to Windows PE on hard disk, then cleans disk. 4 4 OS Image is personalized and boots to full OS with SMS agent. User State Migration USMT in OS Deployment Windows PE Image Delivery

38. User State Migration  Introduction to the User State Migration Tool demonstration demonstration

39. Agenda What is BDD? Introduction to OSD Installing XP on Reference Machine Installing Office on Reference Machine OS Image Creation with OSD Deploying to a New Hard Drive User State Migration Deploying an In-Place Upgrade

40. Deploying an In-Place Upgrade System Requirements SMS Advanced Client Network Connection

41. Deploying an In-Place Upgrade London Scenario New PC – No User State Upgrade PC – Transfer User Refreshed PC – Preserve User Contoso Standard Image

42. Workstation Deployment: An In- Place Upgrade  Using OSD to deploy an in-place upgrade demonstration demonstration

43. Session Summary BDD is a solution for desktop deployment consisting of applications, procedures, and documents BDD Enterprise can be used to perform automatic, “zero touch” OS installations The SMS Operating System Deployment Feature Pack can deploy OS images automatically across the network

44. For More Information… www.microsoft.com/technet/tnt1-127 and www.microsoft.com/technet/tnt1-61 Visit TechNet at www.microsoft.com/technet For additional information on books, courses and other community resources that support this session visit

45. Microsoft Press Inside information for IT Professionals To find the latest titles, visit www.microsoft.com/learning/books/

46. Microsoft Learning Training Resources for IT Professionals CourseTitleAvailable 2520Deploying Microsoft Windows XP Professional Now 2596Managing Microsoft Systems Management Server 2003 Now To see the detailed syllabus or to locate a training provider please visit www.microsoft.com/learning

47. Assess Your Readiness Microsoft Skills Assessment What is Microsoft Skills Assessment? Self-study learning tool to evaluate readiness for product and technology solutions, instead of job roles (certification) Windows Server 2003, Exchange Server 2003, Windows Storage Server 2003, Visual Studio.NET, Office 2003 Free, online, unproctored, and available to anyone Answers the question: “Am I ready?” Determines skills gaps and provides learning plans with Microsoft Official Curriculum courses Post your High Score to see how you stack up visit www.microsoft.com/assessment

48. Be a Microsoft Certified Desktop Support Technician (MCDST) What is the MCDST certification? –Premier certification for support professionals that proves you have the skills to successfully support end users and to successfully troubleshoot desktop environments running on the Microsoft Windows operating systems. How do I become an MCDST on Microsoft Windows XP? –Pass two core exams Operating Systems Supporting Desktop Applications –Available in January Where do I get more information? www.microsoft.com/mcdst

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