os migration

Dell World User Forum

UFIL525: Operating System Migration

Raphael De Vos, Senior Trainer

Peter Doerfer, Senior Trainer

Dell WorldUser Forum


Agenda

• What? When ? And where to?

• Assess, Plan, Test

• Migration Scenarios & Ideas

• Migrating a Windows Computer

• Lab Exercise


What? When? And where to?


The theory

Identify Current needs against institutional requirements

Rationalize Must have, need to have, and nice to have end state

Assess Hardware and software compatibility

Plan Within budget and time

Test Everything

DeploySchedule phased migration and training of your organization


Migrate from what…to what?


It‘s just about migrating an Operating System!

It‘s just about migrating an Operating System!

• No it is not !!!

• Hardware

– Is the hardware sufficient for an in-place migration?

• Applications

– Are the same applications available on the target OS?

• Users

– Will the users find their way on the new OS and Applications?

– What will the downtime be for the users?

– How will remote users and computers be handled?


Migrating to a new OS is SIMPLE…..

• If…there were no user data

Documents etc Local drives Known place

Documents etc Network drive perfect; no migrationrequired

Browser favourites

Local drives Known place

Emails (Inbox) Imap on server No need to migrate

Email (pers. Folders, Archive folder)

Local drives Known place

Application data Local drives Many places


Migration Timeline

Assess

Plan

Test

Train Users

Migrate OS


Migration Timeline

Assess

Plan

Test

Train Users

Migrate OS

Migrate Apps

Train Users


AssessPlan

Test


Assess and Evaluate

• K1000 Report on Client Hardware

– Categorize clients: „Keep“ / „Replace“ / „potentially Replace“

• Cost of hardware replacement

• Lead time for procurement

• Run KACE Scripts and/or reports to determine amount of local data to migrate

• Taking a close look at the clients


Assess and Evaluate

• K1000 Inventory/Report on Client Software

– Categorize software

› „Critical“

› „Nice to have“

› „not required“

– Prioritize software

› Global usage (all users)

› Special usage (some groups/departments)

› Single cases

– Software Metering

› Measure usage for more accurate prioritization

– License compliance

› Extra licenses required during migration phase?

• What software is being used?


Assess and Evaluate

• How do I find out if our software will work?

• Microsoft Application Compatibility Toolkit (Manual)

• Windows System Assessment Toolkit (Manual)

• ChangeBASE can automate application compatibility testing, remediation, packaging, and virtualization (DIY)

• Dell Migration Services


Assess and Evaluate

• What are the options if our software is not compatible?

– Windows Compatibility Mode/XP Mode

– 16-bit software cannot run in a 64-bit environment.

– Server 2003 and Terminal Server

– Virtualization (App-V, VDI, RemoteApp, VMs)

– Web-Based Application

– Upgrade to Similar Supported Application


Plan, Plan, Plan….Projectplan

– Buy-In from Stakeholders

› Scope of the migration project

› Budget approval

› Manpower dedicated to project

› User time and availability

• Content of a good projectplan

– Scope of the migration project

› Hardware/Applications to migrate

› Hardware/Applications to retire

› What is out of scope?

– Timeline

› For each migration phase

› Checkpoints/milestones

› (Potential) downtimes for applications/users


Test, Test, Test….

• Initial test in IT

• Select users for early deployment

– Identify application owners/specialists/heavy users

– Provide loaner PC for initial test

– Migrate early adopters first

– Extra support to early adopters to encourage them to perform testing


How can I make the transition smoother?

• Communication

– Announcements

• Training, Training, Training

– Webinars & Videos

– Classroom Training

– Q&A sessions

• KACE User Portal

– Knowledgebase

– Separate queue in service desk for migration related issues


Migration Scenarios and Ideas


The Common Case…Windows to Windows

• Microsoft

– USMT in AIK and ADK

• KACE K2000

– USMT integration

– Automated capture of user data

› Offline/Online

– Automated deployment of OS and user data

› On existing hardware

› On new hardware


Leaving the Windows World?

• Apple‘s Windows Migration Assistant

– Installs Windows application on PC

– Transfers Documents/Email/Browser Favorites

– Uses direct connection between source and target

– Designed for single/not automated transfers

• Ubuntu Migration Assistant

– Has been removed from Ubuntu releases since 12.04

• Other Linux Distributions

– No tools provided, only white papers and guides


Using the K2000

• Preinstall task copies user data to network drive

• OS deployment through K2000

• Postinstall task copies user data back to newly installed computer

• Full Process or Partial Process

K2000

NetworkDrive

OS


Why not using the K1000 to help with migrations?

• Use KACE agent on source/destination computer

• KACE script copies user data to network share

• KACE script copies user data back to new computer

• Invest time to create KACE script once, use it many times

K1000

NetworkDrive

K1Script

K1Script


OS first? Or Application first?

• Identical application on source and target ensure smooth transition

• Different Applications might require to migrate applications before OS– Use K1000 managed installs and scripts for application migration

– Example:

• User data on network storage drastically reduces migration time– Use K1000 scripts to relocate user data to network storage before migration


Migrating a Windows Computer


Options for Migrating User Data


USMT and the K2000

• Online or offline USMT scan uploads user data to K2000

– Scan template defines scope

• OS deployment through K2000

• Postinstall task copies user data back to newly installed computer

• User data remains on K2000 until deleted by admin

K2000

OS


USMT Demo


Lab Exercise


Thank you.


KACE Support Portal Migrating to Dell Software Support Portal

• Starting in November, all KACE Support Portal material will be migrated to the Dell Software Support Portal

• All service requests will be submitted online or by phone

• Same great content

– Knowledge base articles

– Video tutorials

– Product documentation

– JumpStart training

• Check out the Support Portal Getting Started videos

https://support.software.dell.com/create-service-request