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OS Migration
The document outlines best practices for operating system migration, focusing on the essential steps: assessment, planning, testing, and deployment. It emphasizes the importance of evaluating hardware and software compatibility, training users, and ensuring communication throughout the process. Additionally, it discusses tools like KACE for managing user data and applications during migration from Windows to other operating systems.
In this document
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Overview of the Dell World User Forum on OS migration and agenda details.
Discussion on factors to consider: current needs, hardware/software compatibility, planning, and migration timeline.
Evaluation of hardware/software through reports, determining application compatibility, and available options.
Emphasizes the need for stakeholder buy-in, project scope, budget, and a detailed project plan.
Importance of testing phases, user training, and support strategies to facilitate smooth transition.
Exploration of Windows migration techniques and tools, including KACE software and Apple migration assistant.
Using K2000 and K1000 applications for data migration and the sequence of migrating OS and applications.
Options for migrating user data effectively, utilizing USMT and K2000 capabilities.
Demonstration of USMT usage and lab exercise to solidify learning.
Closing remarks and information on migrating KACE support to Dell Software Support Portal.
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OS Migration
- 1. Dell World UserForum UFIL525: Operating System Migration Raphael De Vos, Senior Trainer Peter Doerfer, Senior Trainer Dell World User Forum
- 2. Dell World UserForum Agenda • What? When ? And where to? • Assess, Plan, Test • Migration Scenarios & Ideas • Migrating a Windows Computer • Lab Exercise
- 3. Dell World UserForum What? When? And where to?
- 4. Dell World UserForum 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
- 5. Dell World UserForum Migrate from what…to what?
- 6. Dell World UserForum 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?
- 7. Dell World UserForum 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 migration required 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
- 8. Dell World UserForum Migration Timeline Assess Plan Test Train Users Migrate OS
- 9. Dell World UserForum Migration Timeline Assess Plan Test Train Users Migrate OS
- 10. Dell World UserForum Migration Timeline Assess Plan Test Train Users Migrate OS Migrate Apps Train Users
- 11. Dell World UserForum Assess Plan Test
- 12. Dell World UserForum 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
- 13. Dell World UserForum 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?
- 14. Dell World UserForum 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
- 15. Dell World UserForum 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
- 16. Dell World UserForum 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
- 17. Dell World UserForum 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
- 18. Dell World UserForum 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
- 19. Dell World UserForum Migration Scenarios and Ideas
- 20. Dell World UserForum 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
- 21. Dell World UserForum 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
- 22. Dell World UserForum 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 Network Drive OS
- 23. Dell World UserForum 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 Network Drive K1 Script K1 Script
- 24. Dell World UserForum 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
- 25. Dell World UserForum Migrating a Windows Computer
- 26. Dell World UserForum Options for Migrating User Data
- 27. Dell World UserForum 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
- 28. Dell World UserForum USMT Demo
- 29. Dell World UserForum Lab Exercise
- 30. Dell World UserForum Thank you.
- 31. Dell World UserForum 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
Editor's Notes
- #5 Identify – Identify all applications and hardware across the organization Rationalize – Verify need to support applications and hardware and reduce if possible Assess – Determine Application and hardware Compatibility Plan – Calculate costs and timeframes and communication! Test – Test all new combinations for application and hardware, test new deployments Deploy – Deploy new OS, software, and training to end users
- #6 When people talk of migration these days, most of them talk about migrating away from older Oses like Windows Xp. The typical migration path leads to Windows 7 or 8, which might be the easiest when looking at the actual migration. However, there are other migration paths that should not be neglected. Why not moving to something different, when the hardware has to be replaced anyhow? I bet you’ve all had users asking you to get a shiny MacBook instead of a windows laptop. Or the ones telling you how great Linux is. The more computers are affected by a migration , the more the finance people might suggest a full change to somewhat completely different just save a couple of bucks. In theory, migration is possible from any OS to any other OS…..
- #9 Identify – Identify all applications and hardware across the organization Rationalize – Verify need to support applications and hardware and reduce if possible Assess – Determine Application and hardware Compatibility Plan – Calculate costs and timeframes and communication! Test – Test all new combinations for application and hardware, test new deployments Deploy – Deploy new OS, software, and training to end users
- #10 Identify – Identify all applications and hardware across the organization Rationalize – Verify need to support applications and hardware and reduce if possible Assess – Determine Application and hardware Compatibility Plan – Calculate costs and timeframes and communication! Test – Test all new combinations for application and hardware, test new deployments Deploy – Deploy new OS, software, and training to end users
- #11 Identify – Identify all applications and hardware across the organization Rationalize – Verify need to support applications and hardware and reduce if possible Assess – Determine Application and hardware Compatibility Plan – Calculate costs and timeframes and communication! Test – Test all new combinations for application and hardware, test new deployments Deploy – Deploy new OS, software, and training to end users
- #32 Portal: http://www.software.dell.com/support Ticket Entry: https://support.software.dell.com/create-service-request Videos: https://support.software.dell.com/essentials/getting-started