Thomas C. LaMantia

1
Applications Management The key to a successful
OS Migration

• Thomas C. LaMantia
• Intrinsic Technologies
• COO/Co-Founder

2
Introduction

• COO and Co-Founder of Intrinsic Technologies
• National IT consulting firm focused on Systems
  Management
• Founding Member of the SMS Alliance
• Strategic partnerships with leading vendors like
  Macrovision, 1E, Vintela, iAnywhere, PSSoft,
  Quest and Microsoft
• Double Microsoft Gold Partner in Infrastructure
  and Security

3
Agenda

• Quick OS Deployment Background
• OS Deployment Tools and Frameworks
• Deployment Solution
• OS Conundrum
• Components of a Workstation
• Deployment Lifecycle Challenges
• High Level View
• Why Applications Management is critical to a
  Successful OS Migration
• What is it?
• Benefits vs. Risks
• Key components of Applications Management
• Players and Roles
• Phases
• High level view of the overall process
• Application readiness process Map
• Tools
• Best Practices
• Top 10
• Reasons to adopt Applications Management
  Processes

4
OS Deployments are not new

• Does anyone remember migrating windows 3.x, 95,
  98, OS/2, NT?
• Deployments have not changed much over the years
  only the processes, tools and users expectations.

5
Myriad of OS Deployment Tools Frameworks

• OSD
• allows people to distribute images like
  applications in SMS. A product and is supported.
• BDD
• a framework containing scripts and technical
  guidance. Not a product. Not supported under PSS.
  No one to call when you have a bug.
• Zero Touch Installation
• a set of scripts leveraging the BDD and OSD Not
  supported under PSS. No one to call when you have
  a bug.
• Zero Touch Provisioning
• ZTI is required for ZTP requires BIZ Talk Server.
  Not supported under PSS. No one to call when you
  have a bug.
• ITIL, MOF, COBIT, ISO9000,SIX Sigma

• NOTE
• Windows Vista deployment tools are to be included
  with the operating system.
• These tools include the following
• Application Compatibility Toolkit
• User State Migration Tool (USMT)
• XImage
• Windows Setup Manager
• Windows Pre-installation Environment (PE)

The goal is to automate as much as possible!
6
Intrinsic OS Deployment Solution

• SWIMAGE is an end-to-end Zero Touch deployment
  Tool and framework with an open architecture.
• Addresses two key areas Image Management and
  Deployment Management
• Only tool that helps with Image Management. All
  the others like Ghost, Power-Quest, Microsoft's
  own WIM only help with image creation.
• Only known out of the box and working solution
  that leverages and integrates the best of the BDD
  and OSD. It is a Dot Net application, that works
  harmoniously with the Macrovision FLEXnet
  Workflow Manager. Not natively integrated, but
  very complimentary.
• Further, we leverage a mature infrastructure and
  solid Application Management processes and tools.
  ITIL, and MOF Compliant Framework.
• SWIMAGE is supported and you call us when you
  have a bug.
• WWW.SWIMAGE.COM

7
New OS Conundrum

• While everyone else is reading about the new
  features and functionality of a new OS, the
  seasoned IT professional is thinking one thing
  when Microsoft releases a new client operating
  system
• How hard will it be for me to deploy?

8
Components of a Typical Business
WorkstationRequires that IT manage this
complexity effectively
9
The Deployment Lifecycle Inherent challenges in
the process People
Define/Review Requirements
Maintain Systems
Manage Assets
Reporting and Feedback
Create Image
Deploy Image
Package Applications
Data and State Management
Define Hardware
Define Systems
10
High Level ViewA successful OS Migration or
Deployment

• Effectively combines people, processes, and
  technology
• Leverages Best of Breed technology
• Is Zero Touch
• Follows best practices and is a flexible and
  repeatable process
• Responds to business and environmental changes
• Is measurable and the people are accountable
• Reduces the Total Cost of Ownership

11
The Deployment LifecycleWhy Application
Management is critical to Success
Define/Review Requirements
Maintain Systems
Manage Assets
Reporting and Feedback
Create Image
Deploy Image
Package Applications Applications ManagementThe
Key to a successful OS Migration
Data and State Management
Define Hardware
Define Systems
12
Why is Application Management critical to the
success of a OS Deployment

• Because without the applications the PC is a
  giant paper weight!
• Application Layer is on top of the OSI Model for
  a reason. Applications are critical to delivering
  value to the business.
• If you want to achieve Zero Touch you must
  package your applications and have a strong and
  mature Application Management process for doing
  so.
• Bottom-line Dont skimp on paying for good
  people who know this well.

13
Applications ManagementOverview

• Applications Management What is it?
• The process of identifying, approving,
  standardizing, engineering (packaging), testing,
  controlling and supporting application
  installations and co-existence in the enterprise.

14
Applications ManagementBenefits

• Greater control of operating environment
• Reduced expenses
• Potential License Consolidation
• Elimination of Redundant Applications
• Reduced Installation Failure
• Reduced Support (Help Desk) Costs
• Predictable Application Installation
• Application Knowledge Capital
• Bottom-line Reduces TCO

15
Applications ManagementCosts of Poor or No
Process

• Licensing Costs tend to Increase
• Application Functionality Redundancy Increases
  Costs (Multiple Versions)
• Inefficiencies Grow Reinventing processes for
  each application and version
• Support Costs Grow
• Employee Downtime Grows
• Increased Security Risks
• Bottom-line Increases your TCO

16
Applications ManagementKey Players and Roles

• Business Unit
• Application Governance Board
• Application Owner
• Workflow Coordinator
• Packaging Team
• Development Team
• OS Build Team
• QA Team
• Distribution Team

17
Applications ManagementPhases

• Application Readiness
• Compatibility
• Remediation
• Application Packaging
• Quality Assurance (QA) Testing
• Distribution

18
Applications ManagementOverall Process
19
Applications ManagementApplication Readiness
Detail OS Migration
20
Applications ManagementApplication Migration
Tools Available

• MSFT Windows Application Compatibility Toolkit
  (ACT) V4.1
• Is available now
• Contains the tools and documentation to help
  test, design, deploy, and support applications on
  Win2K, Win XP sp2, and Windows Server 2003. Vista
  will include
• MSFT Application Compatibility Testing and
  Mitigation Guide for Windows XP Service Pack 2
• Is available now
• Documentation on issues, approaches and
  remediation
• http//www.microsoft.com/technet/desktopdeployment
  /appcompat/toolkit.mspx
• http//www.microsoft.com/technet/prodtechnol/winxp
  pro/deploy/sp2apcom.mspx
• http//www.microsoft.com/technet/desktopdeployment
  /default.mspx

21
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support

22
Applications ManagementHigh Level Best Practices
Top 10

• Get TOP Management Support
• Go as high as you can Top level support is
  crucial
• Evangelize the benefits to your business client
• Show the savings ROI
• Get ready for the politics
• Have the top level managers communicate support

23
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support
• Create an Application Readiness Process

24
Applications ManagementHigh Level Best Practices
Top 10

• Create an Application Readiness Process
• Have an Application Governance Board
• Screen applications coming into environment to
  meet basic criteria
• Know your existing application catalog
• Determine if you already own the functionality
• Minimum OS compliancy
• Vendor stability/support
• Business needs drive application acquisition or
  build (Buy vs. Build)

25
Applications ManagementHigh Level Best Practices
Top 10

• Create an Application Readiness Process, Cont.
• Start building application knowledge capital at
  the beginning
• Application version
• Amount of licenses
• Business targets
• Business need justification
• Track the amount of savings due to elimination of
  applications and/or the reduced cost of licenses
  because of bulk purchase

26
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support
• Create an Application Readiness Process
• Identify Application Owners

27
Applications ManagementHigh Level Best Practices
Top 10

• Identify Application Owners
• Enterprise vs. business unit application
• As few owners as possible per application
• Responsible for detailed knowledge of application
  usage
• Speaks for group(s) of users
• Maintains relationship with vendor/developer
• Works directly with Workflow Coordinator of
  Packaging Team

28
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support
• Create an Application Readiness Process
• Identify Application Owners
• Establish Packaging Team and Skill set

29
Applications ManagementHigh Level Best Practices
Top 10

• Establish Packaging Team and Skillset
• Workflow Coordinator
• Business Analyst Skills
• Translate business to technical
• Understands packaging technical process
• Primary contact for packaging effort
• Lead Engineer and Packaging Engineer
• Packaging tool set expertise
• Scripting expertise
• OS expertise

30
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support
• Create an Application Readiness Process
• Identify Application Owners
• Establish Packaging Team and Skill set
• Develop Packaging Standards

31
Applications ManagementHigh Level Best Practices
Top 10

• Develop Packaging Standards
• Incorporate SLA and OLA requirements into
  packaging process and outputs
• Do not create standards in a vacuum - work with
  teams that have input into packaging process
• Developers
• QA testing team
• OS build team
• Deployment team
• Define and document standard, repeatable workflow
  packaging process

32
Applications ManagementHigh Level Best Practices
Top 10

• Develop Packaging Standards, cont.
• Determine standard packaging environment
• Establish conflict management guidelines
• Select packaging tools (MSI and Scripting)
• Create review process for package readiness

33
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support
• Create an Application Readiness Process
• Identify Application Owners
• Establish Packaging Team and Skill set
• Develop Packaging Standards
• Create and Maintain a Packaging Lab

34
Applications ManagementHigh Level Best Practices
Top 10

• Create and Maintain a Packaging Lab
• Use virtual environment whenever possible
• Determine central repository for storing packages
• Ensure adequate package storage space
• Separate storage areas
• Development
• Testing
• Production
• Create guidelines for updating and maintaining
  packaging environment

35
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support
• Create an Application Readiness Process
• Identify Application Owners
• Establish Packaging Team and Skill set
• Develop Packaging Standards
• Create and Maintain a Packaging Lab
• Separate Packaging and QA Testing

36
Applications ManagementHigh Level Best Practices
Top 10

• Separate Packaging and QA Testing
• Separation of packaging and QA ensures checks and
  balances
• Packaging Center responsible for providing some
  QA with package standards checklist
• Workflow Coordinator is liaison between packaging
  center and QA

37
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support
• Create an Application Readiness Process
• Identify Application Owners
• Establish Packaging Team and Skill set
• Develop Packaging Standards
• Create and Maintain a Packaging Lab
• Separate Packaging and QA Testing
• Establish Reporting and SLA Metrics

38
Applications ManagementHigh Level Best Practices
Top 10

• Establish Reporting Metrics
• Packaging status reports
• Package quality measurement
• Time-to-package and time-to-deployment reporting
• Help desk incident tracking and reporting
• Tracking of money saved through appropriate
  licensing and elimination of duplicate
  applications (Application Readiness)
• Adherence to SLAs and OLAs

39
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support
• Create an Application Readiness Process
• Identify Application Owners
• Establish Packaging Team and Skill set
• Develop Packaging Standards
• Create and Maintain a Packaging Lab
• Separate Packaging and QA Testing
• Establish Reporting and SLA Metrics
• Develop a Fast Track Deployment Plan

40
Applications ManagementHigh Level Best Practices
Top 10

• Fast Track Deployment Plan
• Does not mean skipping steps in workflow!
• Give governing body authority to prioritize
  applications outside of standard SLA to
  accommodate shortened business timelines
• Create contingency plan for emergencies
• Communicate!

41
Applications ManagementHigh Level Best Practices
Top 10

• Get Top Management Support
• Create an Application Readiness Process
• Identify Application Owners
• Establish Packaging Team and Skill set
• Develop Packaging Standards
• Create and Maintain a Packaging Lab
• Separate Packaging and QA Testing
• Establish Reporting and SLA Metrics
• Develop a Fast Track Deployment Plan
• Complete a Proof of Concept Test

42
Applications ManagementHigh Level Best Practices
Top 10

• Proof of Concept Test
• Ensure that Application Packaging workflow is
  validated and approved for environment
• Ensure involvement of support staff and other
  relevant players
• Identify changes to Application Packaging
  processes
• Try and break the process find glitches!

43
Applications ManagementReasons to Adopt
Applications Management Processes

• Deployment day is a sick day for the Help Desk
  staff
• Support costs and the number of support calls
  seem to be very high
• There is no central review of applications going
  into production
• You know that there is more than one app in the
  environment that has same functionality
• Your end users are local admins or super/power
  users because thats the only way they can use
  their applications

44
Applications ManagementReasons to Review Process

• Deployment and installation errors appear in
  production that didnt occur in packaging or QA
• Anyone can submit an application for packaging
• Application packaging standards do not exist or
  are generic and are not enterprise-specific
• In-house developers, OS build team and deployment
  team had no part in developing the packaging
  standards
• No one owns the applications

45
Applications ManagementMaturity Model Self
Assessment
46
Applications ManagementMaturity Model Self
Assessment (continued)
47
Applications ManagementMaturity Model Self
Assessment (continued)
48
Applications ManagementMaturity Model Self
Assessment (continued)
49
Applications ManagementMaturity Model Self
Assessment (continued)
50
Applications ManagementQA

• QA