James North, Lenovo ServicesMigrating to Windows 7/8 with

Lenovo’s Deployment

Optimization Solutions

2

Agenda

2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.

• Define challenges for XP migrations and beyond• Review Lenovo’s approach to migration and deployment solutions

through Deployment Optimization• Review the building blocks associated with Deployment Optimization• Detail a typical solution using Deployment Optimization

Define the Problem

4

ᵡ

Hardware Support

Application Support

In Warranty

Age of PC ᵡ

vs.

Replace Win 7 Upgrade

Questions to consider• Should we try to make Microsoft’s April 8th

deadline

• Should we take a longer term approach to migration?

• How can we optimize our end-to-end deployment process for all systems?

• How much of this will be executed by technicians?

• Are all of my application truly ready for Windows 7/8?

• How do I communicate and set expectations with my users?

5

Traditional manual migration is labor intensive• Roll-out plan development• Migration site survey• Project management• Desk-side migration delivered by technicians

• ~ 2.5 hours on average sitting at desk• Up to 1/3 the cost at desk-side

Who is going to do all of this work and how?

Planning and ExecutionThe migration challenge facing us

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One size does not fit allVP Corporate Office

Very low tolerance for down time

SalesRemote VPN Connection

Branch Offices Multiple PCs

Migrate the Masses

The migration challenge facing us

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1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 1991 1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013

Windows 3.0May 1990

Windows 3.1April 1992

Windows NT 3.1July 1993

Windows NT 3.5Sept 1994

Windows NT 3.51May 1995

Windows 95August 1995

Windows NT 4.0August 1996

Windows 98June 1998

Windows 2000Feb 2000

Windows XPOct 2001

Windows VistaNov 2006

Windows 7Oct 2009

9 Migrations in 10 Years

1 Migration in 8 Years

Do we still remember how to Migrate?The migration challenge

Lenovo’s Approach

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Assess & Plan (Lenovo Whiteboard Sessions)

Windows 7 Image Build and Test (Lenovo Image Consulting)

Image Load and BIOS Set (Lenovo Manufacturing)

Desk-Side Installation, Setup and Disconnect (Lenovo Technicians)

Migrate Data , Settings and Post Deployment Tasks (Lenovo Techs)

Project Management and Business Process (Lenovo PMO)

Measure and Report (Lenovo PMO)

Post Deployment Support (On-Site Lenovo Techs)

Lenovo methodology for new and existing systems

Deploy, refresh and migrate

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Migration & deployment automation services

Lenovo’ building block approach

Working together to affect deployment costs associated with:• Deployment Time• Technician Touch Time• Solution Complexity• IT Standardization

Deployment OptimizationNew Systems Rollout Existing Systems

Factory Integration Deployment Automation

Managed

DeploymentOS Migration

Deployment

Design

Lenovo Project Management Oversight

Deployment Design

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Solution design – whiteboard session

2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.

It’s a consultative workshop where your current deployment process is

mapped and we make recommendations on how these

processes can be improved

It allows different parts of your organization to come together learn about best practice solutions other customers are using and how they

can be used to create efficiencies in your process

Our solutions team documents your current and recommended future process workflows and details the

benefits

Reduced costs across the deployment including 80%

reduction in deployment time and transition to a user self serve

deployment process

Deployment Optimization Whiteboard

Session

Deployment

Design

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Solution design - A flexible modular approach

Comprehensive Portfolio

Dynamic, multi-vendor, multi-platform imagesOS and platform migrationVerification Simple Maintenance and supportModular deployment tasksScalable

Variability Line of Business Numerous Location /

Geographies Technicians Activities User Specific Content

Modules quickly support deployment needs and image changes

Module ModuleModule

Module

ModuleModule

Module Module

Module

Module

ModuleModule

Module Module

Module 1

Module 2

Module 3

Module 4

Module 5

Module 6

Deployment

Design

Factory Integration

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Why leverage Lenovo manufacturing

Advantages of First Stage Global Capacity Time

Efficiency Starts Here

The tools and process we use to load to standard content at manufacturing are the same tools and process we use to load customized content at manufacturing

Factory Integration

16© 2011 Lenovo Confidential. All rights reserved.��

Deployment Function

Required Deployment Time

Deployment w/o Lenovo

DeploymentLenovo Image Load

Deployment w/ Lenovo Image

Load & FBS

Image Load to HDD 30 Minutes Customer MFG MFG

Run Sysprep Process

20 Minutes Customer Customer MFG

Install Antivirus Software

5 Minutes Customer Customer MFG

Install SMS / LANDesk Software

5 Minutes Customer Customer MFG

Install Additional Common Apps

10 Minutes Customer Customer MFG

Encrypt Drive 180 Minutes Customer Customer MFG

Shutdown 1 Minute Customer Customer MFG

Deployment Menu Interview

2 Minutes Customer Customer Customer

Join Domain 2 Minutes Customer Customer Customer

Install User Specific Apps

10 Minutes Customer Customer Customer

Restart System for End-user Use

2 Minutes Customer Customer Customer

Total Customer Deployment Time 267 Minutes

237 Minutes

16 Minutes

Deployment Time Savings 0 Minutes 30 Minutes 251 Minutes

Better Best

Factory Integration

Deployment Automation

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Lenovo Advanced Deployment Services (ADS)

Automates the post image deployment process from within the image.

The problem:After an image is restored to a system, a great deal

of technician time is used to complete configuration of the image including: joining a domain, installing user specific applications, or moving user data.

The solution:ADS can fully automate the image deployment processes so technician’s touch time is significantly reduced. Deployment

Automation

Three Core Functions • Task Automation

• With network query intelligence

• User Friendly Logic Based Menu Wizard

• Automated Migration• Including automated

decommissioning

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Typical screenshots

Deployment Automation

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Customer Challenges:• Reducing cost• Defining variability• Creating structure/control to

minimize error• Automating tasks• Increasing simplicity and user

friendliness

ADS features:• Data migration• LOB applications loaded based on AD group

membership• Automated asset registration – tracking

assets out of the box• Automated language/regional settings• A process that restricts user input to prevent

errors (narrows the path)• Disciplined – everyone complies

Results of using ADS:IT’s Experience:

• Reduced cost (no tech, no depot, no downtime)

• Provided same apps as the end-user had before

End-User’s Experience:• Simple one-touch interface• Fast/simple migration• No downtime (increased end-user

satisfaction)• The new PC looks like before but

faster

Deployment Method: User Self-Serve Rollout

Customer Goal: To automate and simplify the process so end-users want to, and can, deploy their PC.

Lenovo ADS case study I

Deployment Automation

21

Customer Challenges:• Scaling a large deployment with

very little knowledge of the variability in the environment

• Automating what we know• Preventing “lone wolf” techs having

their process

ADS features:• Domain join with AD, telling us

the OU to join• Automating data migration • Automating encryption• Automatically handling the

computer name

Results of using ADS:IT’s Experience:• A consistent process that everyone follows• Don’t have to be mature. Don’t need to have a

handle on the process • All my issues don’t need to be solved• IT can get more done with less people• Reduced touchEnd-User’s Experience:• Fast• IT technicians can still help me

Deployment Method: Scalable Technician-based Roll Out

Customer Goal: Increase the number of PCs a technician can deploy and with greater accuracy.

Lenovo ADS case study II

Deployment Automation

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Customer Challenges:• Structured / controlled environment• “Off the wire” deployments• Controlling expenses/ slashing costs• Preventing cross-shipping (users

sending PCs to techs)• Eliminating downtime• Recovery capability

ADS features:• VPN domain join• LOB applications cached locally for

installation• Peer-to-Peer data migration• Automated asset decommissioning

out of asset databases and AD• Automated DOD scrubbing of the

old system• Recovery partition

Results of using ADS:IT’s Experience:• No extra shipping costs• Tech’s involvement for issues only• Assets can be sent straight to recycler

End-User’s Experience:• No downtime (can still get my job done)• User empowerment: end-user’s

choice of deployment• Convenient (can choose when to deploy)

Deployment Method: Remote Sales Force Roll Out and Steady State

Customer Goal: To create a user driven process that is fast, simple, giving users choice, keeping users up and running, ensuring access to remote office, and that doesn’t require tons of bandwidth.

Lenovo ADS case study III

Deployment Automation

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New systems rollout – Sample workflow

Asset Tag applied

BIOS set

Base Image Loaded

Drivers Installed

Core apps loaded

Encryption if applicable

Role

Optional App

Installation

Join Domain

Automatic Asset

Registration

Automated Data

Migration over Peer

to Peer

Managed through a Lenovo Deployment Automation Solution

Lenovo manufacturingFirst Boot Services

Customer’s location orConfiguration Center

Solution pauses and is sent to customer location or configuration center Deployment Automation

Managed Deployment

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Technology deployment & migration services

Suite of deployment services Replace end of life/lease IT equipment Migrate to new operating systems Deploy new applications Upgrade existing equipment Relocate existing equipment

Pre-deployment services Readiness planning and design Assess current environment Business process and workflow consulting Pilot and POC

Post-deployment services Roving on-site post installation support Maintenance and warranty management Managed full-lifecycle PC support Image maintenance and standardization Asset Lifecycle management – on-boarding, off-boarding Asset recovery, disposal and management

Lenovo Deployment Solutions

Logistics & DistributionImage Development & Deployment Asset Tagging & TrackingDeployment & InstallationAsset Disposal & Redeployment

Managed

Deployment

OS Migration

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Identify Identify applications that need to be migrated

Rationalize Eliminate redundant efforts

Assess Compatibility

Identify and remediate compatibility issues

Plan Plan migration time line with business objectives

Package Package and stage applications for deployment

Deploy Deploy packaged applications to target environment

Application mapping and deployment

2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.

End-to-end application migration process

OS Migration

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Windows XP

Capture

Remove non-essential

Apply Win 7/8

Install applications

Join domain

Restore migration data

Windows 7

Lenovo’s InPlace Migration

2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.

A fully automated migration from

Windows XP to Windows 7 that is

integrated into a full ITIL Compliant

Process Engine.

• As Fast as 20 Minutes • No Deskside Technician• Data Never Leaves the Hard Drive• Multi Vendor

OS Migration

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User Readiness for Migration

• Defines User “Ready”• Email Notification• Start & End• Recommend • Blackout Dates

• Limit Scheduling Possibilities• Global, Default, Conditional• Conditions: OU, Group,

Property, and Collection• Time, Content, Type (Class)• Blackout Dates

User Readiness Constraints

OS Migration

Putting it together

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Managed Deployment - Example6 month project

• January – March− Upgrade/Integration of the SCCM

2007 to SCCM 2012− Application Remediation

• March – June− In-Place Windows 7 Migrations

From WIN XP to WIN 7− PC Refresh of WIN 7 PC− PC to Thin Client Window 7

Migration− Windows XP Embedded to Windows

7 Embedded Migration

• InPlace Windows 7 Migrations / PC Refresh/ Thin Clients/ Window 7 Embedded

− 480 Units per day

Project Staff

Lead Project Manager

• SCCM 2012 Upgrade & Application Remediation

− Project Manager− 2 Site Engineers− 3-4 Engineer Support Staff

• In-Place Windows 7 Migrations − Project Manager− InPlace Migration Architect− Helpdesk to handle issues

• PC Deployment/Scheduling/Support− 2 Project Manager− 2 Scheduling & Dispatch Field

Manager− 40 Field Technical Engineers

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Executive communication (t-45 days)

– Email notice

– High level Gantt chart on the plan

– PMs contact info, Executive sponsor and Town Hall communication

PM covers these topic at the Town Hall

– Client introduction and support of project

– Explanation of Gantt chart

– End-user email approach going out at t-30, t-15, and support plan

– Explanation of tested, validated, and in prep

End-user communications (t-30, t-15, t-7 and morning of)

– Provides templates and vehicle to distribute

Lenovo Project Team weekly updates to client project sponsors

Communication plan - Example

2013 LENOVO INTERNAL. ALL RIGHTS RESERVED.

33

Managed Deployment - Example

Deploy/ Upgrade

Project

Mgt.

Application

Remediation

SCCM

2012

Deployment

Planning

Kick off Planning & Schedule Development

Establish Reporting/ Update Cadence

Identification & Planning

Planning Implementation & Testing

Cut-Over & Sign-Off

Development, Test Sign-Off

Validate HW Orders, technician onboarding, roll-out schedule

Department Head Communications

Initial End-User Communications & Training

Begin Individual End-User Communications

Obtain Sigh-Off/ Approvals (key milestones/changes)

Reporting/ Updates

Project

Delivery

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July 1st

Win 7 migration project timeline - Example

ITC Image Development

•Requirements Gathered

Project Kickoff Meeting

(T-0)

ITC Develops Solution

(6 Weeks)

Project Plan & Communication

Completed

(T+14)

ITC Updates

(2 Weeks)

Client Final Test

(2 Weeks)

•InPlace Migration

•PC Deployment

(T+55)

Application Remediation Completed

(T+100)

Project Closure Meeting

(T-120)

2012 SCCM Upgrade & Integration

Start

(T+14)

Application Remediation Start

(T+14)

2012 SCCM Upgrade & Integration

Completed

(T+70)

JulyFebruary JuneMayAprilMarchJanuaryDecember

InPlace Migration & PC

Deploy Completed

(T+155)

Client Tests

Solution

(2 Weeks)

35

Migration & Deployment Automation Services

Working together to affect deployment costs associated with:• Deployment Time• Technician Touch Time• Solution Complexity• IT Standardization

Deployment OptimizationNew Systems Rollout Existing Systems

Factory Integration Deployment Automation

Managed

DeploymentOS Migration

Deployment

Design

Lenovo Project Management Oversight

36

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