Deploying Windows and Office in your Organization

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Deploying Windows and Office in your Organization
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Deploying Windows XP and Office 2003 System in
your Organization
Don Campbell Business Productivity Tech
Spec Healthcare Life Sciences Microsoft
Corporation
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Agenda

• Why Upgrade?
• Deployment Blockers
• Desktop Deployment Solution Overview
• Resources Available

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The Technological Gap is estimated to be quite
wide currently, which suggests that there are
still significant opportunities for firms to
upgrade the quality of their technology and with
it the level of productivity. Alan
GreenspanOctober 2002
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Key Business Concerns

• Business
• Productivity is stagnating
• Headcount declining, work load increasing
• Disconnected people, processes, data
• Opportunities lost due to lack of timely,
  accurate information

• IT
• Disconnected mobile workers
• Sub-optimal collaboration technologies
• Help and support costs rising
• Security of information imperative
• Cost of deployment and migration

Business leaders looking to IT to create business
value and close the Technological Gap
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Proven Enterprise Value

• Most customers have reported up to a 50
  reduction in OS-related help desk calls,
  increased end-user satisfaction, and 10 or
  better reduction in operational costs. Customers
  also have been able to leverage newer
  plug-and-play capabilities to consolidate images
  and reduce image management costs by 50 or
  better. At this point, we feel that most new
  systems should be implemented with Windows XP as
  the OS
• Steve Kleynhans, META Group
• February 14th 2003

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Business Value Enablers
Key Enablers
Benefit Area
Dependable
Windows 2000 code base, supportability tools,
advanced security, document recovery
Security and Reliability
Improved deployment tools, application
compatibility, manageability
Deployment and Operational Cost
Productive
Information Worker Productivity
Usability, reliability, personal productivity
tools
Content revision, sharing and publishing, RTC
communications, SharePoint scenarios
Communication and Collaboration
Advanced support for notebooks, seamless
networking and communication, advanced security
Mobility
Connected
Tablet PC
Ultimate mobility, increased productivity with
ink based applications
SmartTags, LOB Integration, Tablet PC vertical
apps
Automate business processes with Desktop XP
platform
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Business Productivity Value
Benefit
Results

• Windows XP Professional users are 18 more
  productive than Windows Me users and 25 than
  Windows 2000 Professional (American Institutes
  for Research)

Improved Usability

• eTesting Labs Win XP 36 better on Business
  Winstone 2001 and 77 better on Content Creation
  Winstone 2001 than Windows 98 SE, launching
  applications up to 50 faster

Performance
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Business Value Benefits
Annual Benefit
Benefit Area
Reducing TCO
92 lower TCO per security and reliability
benefits Up to 75 less time spent for security
management tasks
Security and Reliability
97 out of the box compatibility for Win9x/NT4.0
custom build apps (870 applications tested across
9 companies) 40 help desk support call volume
decrease
Deployment and Operational Cost
Business Productivity
Personal and group productivity improved by 11
to 16 Windows XP Professional users are 25 more
productive in common tasks than Windows 2000
Professional users (American Institute of
Research)
IW Productivity
An aerospace and manufacturing firm saved 10 of
the hours spent in travel and out-of-office
meetings New document editing capabilities
helped Black and Veatch to generate reports 10
faster
Communication and Collaboration
Mobility improvements resulted in 387 TCO
savings Reliable hot docking resulted in 295 to
457 savings Health care customer realized 830
annual productivity benefit resulting from
wireless access to patient records
Mobility
Information workers will regain an average 147
hours annually(9,525) due to greater efficiency
in capturing, organizing, and searching for
information, as well as accelerated annotation
and review of documents
Tablet PC
Business Process
Federal Express, United Parcel Service,
Lexis-Nexis, West Group, Bridge Financial
Services have all created Office XP Smart Tag
solutions which enable their customers to easily
access and utilize information from their
services into their Office documents Burt Hill
25-55 reduction in cost per project proposal
due to ability to link information from different
backend systems to Office proposal form WIT Smart
Tags
Automate business processes with Desktop XP
platform
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Deployment Mgmt Value
Results
Benefit

• 98.7 level of compatibility with packaged
  software apps (474 apps tested across 9
  companies)
• 97.3 level of compatibility with custom
  applications (836 apps tested across 9 companies)
  
• Number of desktop images required reduced by 74
  minimizing image engineering and maintenance cost
• Reduced desktop deployment time by up to 67
• MUI reduces desktop imaging costs by 25

Deployment

• Average annual cost for operating system
  management and maintenance reduced by 51
• Average reduction in number of help desk calls
  for Windows XP Pro was 10
• When used together Windows XP and Office XP
  resulted in help desk support call volume
  decrease by up to 40

Management
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Top Ten Reasons to Upg to Office 2003?
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Key Reasons to Upgrade
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Business Value Tools

• Available Now
• Windows XP BV white papers and related material
  http//www.microsoft.com/resources/desktop/default
  .asp
• Quick modeling tool Desktop XP Calculator
  (15-30min) http//66.111.222.105/
• Business Value Advisor (1-3 hours)
• Focusing on hard costs Gartner TCO Analyst
  (industry standard, projections based on
  database, 2-7 days)
• TVO Business case - Gartner TVO (2-5 weeks)
• Coming Soon
• TVO white paper summary of 40 TVO studies,
  focus on business value metrics defined by
  customers

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Facilitating Deployments

• New Application Compatibility Toolkit
• Reduces time to test and update applications to
  run on Windows XP
• New Baseline Security Analyzer
• Scans desktops for missing security updates SPs
• Identifies common system miss-configurations
• Calculator to measure return on investment
• Simple tool to help evaluate the overall business
  value of upgrading
• Business Desktop Deployment Solution
• http//www.microsoft.com/solutions/msm/evaluation/
  overview/bdd.asp

http//www.microsoft.com/desktop
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Office 2003 Deployment Tools

• Technology
• No new system files, no reboot, no new file
  format
• World-wide executables and multi-language user
  interface packs
• Shared Trusted Sources list, ability to deploy
  custom certificates
• Create security settings at time of deployment
  with CIW
• More Outlook customization in Custom Installation
  Wizard
• New Office Resource Kit
• Local install source caches image on local
  machine
• Software Update Service support

• Benefits
• Fewer changes, less testing
• Simplified procedures
• More deployment tools
• Improved performance and resiliency

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Windows Client Roadmap
Longhorn
Windows XP Tablet PC Edition
2005 - RTM
2004 Beta 2
2004 - Beta 1
Oct 2003 - PDC
Service Pack 2
Mar 2003 - Developer Preview
Media CenterPCs
SmartDisplays
Service Pack 1
Media Center PC
Tablet PC Version 2
2001
2002
2004 2005
2003
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• Blackcomb

• Innovations from IW New Markets

• Application platform evolution

• Ongoing solution development

• Jupiter integration

• Web Services enhancements

• Further integration in SharePoint

• Longhorn Office Desktop

Service Pack Schedule Office 2000 SP4 -
06/04 Office XP SP3 - 01/04

• Enhanced real time communications

• SQL Server Yukon Release with BI

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Summary

• Business leaders are looking to IT to create
  business value and close the Technological Gap
• TVO measures complete value of software
  investment (cost savings business productivity
  benefits)
• Windows XP and Office 2003 provide significant
  business value in the areas of Dependability,
  Productivity Connectivity
• New Web Portal facilitates deployment
• Find out more at http//www.microsoft.com/resourc
  es/desktop/default.asp

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• Now lets talk about some of the tools available

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• Adoption and Deployment Blockers

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Concerns Weve Heard

• Will our applications work on XP? If not, then
  what?
• We dont know who has which applications
  installed today.
• We need to ensure that applications are installed
  consistently across the enterprise. How do we do
  that?
• We know well need to upgrade some machines, but
  which ones and with what (disk, RAM, CPU) we
  dont know.

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More Concerns Weve Heard

• Were not sure if our network can support an
  upgrade.
• We have a ton of data on workstations. How do we
  ensure that the data and users settings are
  retained during the migration?
• Weve tried imaging, but we ended up with a
  management headache. We need a better, more
  consistent imaging process.
• Deployments are hard to manage and even harder to
  conduct. How do we streamline this process?

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• Microsoft Solution Accelerator for Businesses
  Desktop Deployment

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BDD Solution Components
BDD is a comprehensive set of tools, processes,
and guidance for planning, building, and
deploying Windows XP workstations
It leverages commercially available software and
custom scripts combined with real world
experience and guidance to create an end-to-end
solution for migrating workstations to Windows
XP and Office XP and Office 2003
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Solution Accelerator for Business Desktop
Deployment

• BDD is a comprehensive set
• of tools, processes and
• guidance for planning,
• building, and deploying
• Windows XP, Office XP
• or Office 2003
• Leverages commercially available software and
  custom scripts combined with real world
  experience and guidance to create an end-to-end
  solution for migrating PCs
• Available for free (TechNet download) and is the
  basis for end-to-end service delivery by Partners
  and MCS

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Business Desktop Deployment

• Solution Accelerator

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The BDD Solution Accelerator

• Provides proven tools and practices that enable
  IT professionals to
• Test for application compatibility upon upgrade
  to Windows XP.
• Create a software and hardware inventory to
  assist in deployment planning.
• Set up an initial lab environment with deployment
  and imaging servers.
• Automate desktop image creation.
• Provide "light touch" desktop migration for each
  machine.
• Ensure that the desktop is hardened to improve
  the security in the environment.

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The BDD Solution Accelerator

• Brings together time-honored and well-proven
  practices, as well as the following Microsoft
  technologies
• Windows Preinstallation Environment (WinPE) CDs
  as boot disks.
• Batch files and Microsoft Visual Basic Scripting
  Edition files for managing the flow of images.
• User State Migration Tool (USMT) for capturing
  and restoring user data.
• Microsoft Application Compatibility Toolkit
  3.0to gather application inventory, and to test
  and remediate application-compatibility issues.
• Office XP Professional and Office Professional
  Edition 2003 as cornerstone enterprise
  applications.
• Office XP Professional and Office Professional
  Edition 2003 Resource Kit for creating the
  custom-deployment packages.
• Windows XP Professional as the deployed
  workstation operating system.

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BDD Solution Components
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Deployment Lifecycle
Envision/ Evaluate
Operate/Manage
Build
Deploy
Plan

• Business Value and Justification
• Cost/Risk Analysis
• Creation, Integration, Extension of Management
  Framework

• Hardware Inventory
• Software Inventory
• Infrastructure requirements
• Pilot identification
• Training plan

• Application packaging and scripting
• Application Compatibility testing
• ISV Application Compatibility testing
• Script-based Install
• Image-based install

• Zero-touch deployment
• Software distribution tools
• User data/state back-up and migration

• Manage mobile user environment
• Patch management
• Server Management
• Hardware refresh
• Legacy application management

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Technologies Applied

• HW SW Inventory Application Compatibility
  Analyzer, SQL\MSDE, MS Access
• Office Packaging MS Office and MS Office
  Resource Kit
• Imaging VBScript, Batch, WinPE, Sysprep, RIS,
  PowerQuest (PQDI), Windows XP, Windows XP Tablet
  Edition
• Project Management MS Project 2002
• Application Packaging Customer Choice
• User Data and Settings User State Migration
  Tool
• Deployment Process Batch, VBScript, HTA,
  Kixtart, RIS, PowerQuest (PQDI)

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Top Ten Deployment Resources

• Resource Center
• Web Seminars
• Tour
• Application Compatibility Toolkit
• Higher Yields Business Value Study
• Microsoft Knowledge Base
• Microsoft Certified Partners
• Office Resource Kit
• Microsoft Training
• TechNet

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1. Desktop Deployment Resource Center

• One location for the BEST resources
• Windows XP and Office XP and 2003
• Guides you to what you need
• Organized by company size, product, stage
• 600 of our best deployment resources
• Best practices, white papers, guides, service
  offerings, Knowledge Base articles, tools, etc
• www.microsoft.com/windowsxp/officexp/deploy

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2. Desktop Deployment Web Seminars

• Ten 1-hour online deployment seminars
• Presented by THE Program Managers
• Watch from your Desk!
• Topics

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3. Desktop Deployment Tour

• Nationwide 1 Day Deployment Training Tour
• Full deployment process overview
• Modules
• www.microsoft.com/windowsxp/deployment/tour

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4. Application Compatibility ToolkitCurrent
Version 3.0

• Overview of compatibility process
• Test current, planned applications
• Find compatibility fixes, if required
• Package and deploy fixes
• Primary tools
• AppVerifiertool for finding compatibility
  problems and crashes in an app
• QFixAppfinding compatibility fixes
• CompatAdminpackaging fixes (SDB files)
• www.microsoft.com/windowsxp/appexperience

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5. Higher Yields Business Value Study

• Business value study from 17 enterprises
• 203 ROI and 13 Month Payback period
• Measurements
• Net Present Value
• Internal Rate of Return
• Payback Period
• Return on Investment
• ROI Calculator
• www.microsoft.com/value

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6. Knowledge Base

• Detailed drill-down of specific issues
• 250,000 articles Used by Microsoft PSS
• Search options
• Product
• Phrase, all or some words, boolean
• Full text, title only, article ID
• Maximum age and Results limit
• Search tips
• Use common lingo
• Favor a few words over phrases
• Use boolean searches and Browse FAQs
• Examples
• Bad Setup.ini
• Good Customize Office Setup.ini
• http//support.microsoft.com

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Knowledge Base
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7. Microsoft Certified Partners

• Independent local service companies with deep
  skills in Microsoft products
• ACP, Coleman Technologies, Enterprise
  Integration, Stratasys
• http//mcspreferral.microsoft.com
• QuickStart Program Desktop Planning
• Best practices, fixed duration, fixed-price
• Speeds deployment, lowers risk
• www.microsoft.com/business/services/quickstart.asp
  
• Providers
• Microsoft Consulting Services
• Microsoft Certified Partners

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8. Office 2003 Resource Kit

• Single best Office resource
• Comprehensive detailed
• Online version updated continuously
• ORK Toolbox
• www.microsoft.com/office/ork

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9. Microsoft Training

• Microsoft Official Curriculum (MOC)
• Microsoft Training Certification
• Product Development Teams
• Microsoft Certified Technical Education Centers
  (Microsoft CTECs)
• www.microsoft.com/training

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10. TechNet

• TechNet is for IT Professional
• Website
• Monthly Mailings
• Newsletters
• Content Rich
• Large content creation team
• Deep deployment content for all products
• Hint Go to Products first
• www.microsoft.com/technet

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TechNet Website
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Deployment TemplatesProject 2002 Planning
Templates
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Windows XP and Office 2003 Resources
For Training and Certification Questions Microsoft
Training Certification http//www.microsoft.com
/trainingandservices/default.asp
To Locate a Partner Who Works With Desktop
eXPerience Technologies Microsoft Certified
Providers Directory http//mcspreferral.microsoft.
com
For Technical Information About Desktop
eXPerience Technologies Microsoft Windows
XP General http//www.microsoft.com/windowsxp/de
fault.asp TechNet http//www.microsoft.com/techne
t/treeview/default.asp?url/technet/prodtechnol/wi
nxppro/default.asp Office 2003 Editions Resource
Kit http//www.microsoft.com/office/ork/2003/defau
lt.htm
Specific Certified Technical Education Center
(CTEC) Courses Course 2505 Deploying Office
XP Course 2380 Building Workflow, Data Access,
and Data Analysis Solutions with Office XP Course
2381 Planning Collaborative Solutions with
Office XP Technology Course 2272 Implementing
and Supporting Microsoft Windows XP
Professional Course 2520 Deploying Microsoft
Windows XP Professional
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Final Thoughts

• Not easy but manageable
• Making it easier with better technology
• Heres what to do
• Get some training
• Tap the resources outlined here
• Get help from PSS, MCS, and partners
• Take advantage of the tools

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Thank you for attending. Visit www.mshug.org.
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Backup Slides

• Optional
• The following slides or demo depending on time

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Overview / Steps

• Create administrative installation (Enterprise
  Ed.)
• Optional OPW
• Gather other resources
• Create transform for Office package
• Optional System Files Update
• Customize Setup.ini

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Setup.ini
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Custom Installation Wizard

• Using the CIW, you can configure things like
• Feature installation states
• Custom user settings
• Add/remove files
• Identify additional servers
• Add installations and run programs
• Registry settings
• Shortcuts
• Outlook installation options
• Setup properties

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Custom Installation Wizard (2)
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Remove Previous Versions
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Set Feature Installation States
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Custom Office User Settings
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Add/Remove Files
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Identify Additional Servers
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Add Installations and Run Programs
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Outlook Customize Default Profile
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Outlook Specify Exchange Settings
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Outlook Add Accounts
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Outlook Remove Accounts and Export Settings
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Outlook Customize Default Settings
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OPS Files

• Deploy customized application settings
• Install software to test computer, create
  settings
• Customize Proflwiz.ini to include additional
  settings
• Create OPS file
• Include OPS file in transform

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Office Version Removal Wizard

• Choose which applications and versions to remove
  in transform
• Customize further via OPC file
• Clean twiddle, TMP files from TEMP dir
• Clean TEMP dir
• More aggressively remove Microsoft Office 97 and
  previous versions

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Command Line

• Control user interaction and display
• Supply transform name
• Supply INI file name
• Control reboot
• Include Windows Installer properties
• Include Office properties
• New switches and options

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Resolving Conflicting Setup Options

• Defaults are overridden
• Transforms override packages
• Modify Setup Properties page override all other
  pages in CIW
• Setup.ini overrides transform
• Command line overrides Setup.ini

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Viewer Tools
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Summary

• What to use
• Setup.ini for command line replacement, chaining
  Windows Installer applications
• Transforms for the bulk of the customizations
• OPW/CIW for custom user settings
• OPC files to customize removal
• IEAK to customize Internet Explorer

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Customization Process