Symantec 2010 Windows 7 Migration EMEA Results. Methodology Applied Research performed survey 1,360...

Symantec 2010 Windows 7 Migration

EMEA Results

2

Methodology• Applied Research performed survey• 1,360 enterprises worldwide• SMBs and enterprises• Cross-industry

3

Key Topics• Attitudes about migrating• Manpower requirements• Preparing for the migration• General recommendations• Results of the migration

4

Attitudes About Migrating

5

Timing and Motivations• Typically wait six to 12 months• Only 5% migrate immediately• Performance, reliability and end-user experience motivated

migration

• Most (57%) set ROI goals

• 91% met ROI goals

6

Manpower Requirements

7

Manpower requirements• Typically involve almost half of IT staff• Most automated the process• 15 PCs worth automating• Time consuming aspects:– Planning (18%)

– Actual execution of upgrade (12%)

– Reinstalling applications (10%)

– Inventorying existing machines (9%)

– Running pilot tests (9%)

8

Preparing for the Migration

9

Before the migration• What to capture beforehand– User files & documents

– Links to network drives

– User profiles

• Processor speed, RAM, budget, PC age important

• 12 IT man-hours in preparation

10

Hardware recommendations• CPU– Minimum: 2 to 2.5 GHz

– Optimal: 2.5 to 3 GHz

• RAM– Minimum: 2 GB

– Optimal: 4 GB

• Storage– Minimum: 200 to 500 GB

– Optimal: 500 GB to 1 TB

• Video RAM– Minimum: 512 MB

– Optimal: 1 GB or more

11

General Recommendations

12

General recommendations• Standardization, added security, and virtual desktop• 71% replace incompatible applications

13

Ensuring success / Easing the process

• Planning• Training• Pilot tests

14

Results of the Migration

15

Results of the migration

• 75% said process was smooth• 56% said easier than last

migration• Most achieved key motivations• Most ran into delays• End-user satisfaction increased

over time

Best vs. Worst Practices in Information Management

• Users offline 2 hours

• 60% of users extremely satisfied

Differences

• 20 IT man-hours in preparation

• Extremely important:

– Advanced planning (56% )

– Upgrading hardware (45%)

– Pilot test (45%)

– Training (44%)

– Capture user profiles (42%)

– Proper inventory (35%)

• Users offline 6 hours

• 25% of users extremely satisfied

Differences

• 9 IT man-hours in preparation

• Extremely important:

– Advanced planning (30% )

– Upgrading hardware (31%)

– Pilot test (34%)

– Training (26%)

– Capture user profiles (27%)

– Proper inventory (24%)

Top tier results Bottom tier results

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AppendixAll questions included

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Expected use of Windows 7

3 to 5 years

5 to 8 years

8 to 10 years

10 years or longer

0% 20% 40% 60% 80% 100%

56%

33%

10%

1%

How long do you expect to continue using Windows 7 before upgrading to a new operating system?

19

User downtime

Median0

0.5

1

1.5

2

2.5

2

When you migrated your systems to Windows 7, how long did you expect, on average, each user to be offline?

(Answer in hours)

20

User downtime

Median0

0.5

1

1.5

2

2.5

2

When you migrated your system to Windows 7, how long was each user, on average, actually offline?

(Answer in hours)

21

Migration planning

Median0

2

4

6

8

10

12

14

12

While planning your migration to Windows 7, how many IT man-hours of planning went into preparation?

22

Transition difficulty

Extremely smooth transition

Somewhat smooth transition

Neither rough nor smooth transition

Somewhat rough transition

Extremely rough transition

0% 10% 20% 30% 40% 50%

26%

49%

16%

7%

2%

Regarding the actual migration process, how would you describe your experience?

23

Additional technologies

Standardization

Additional security measures

Virtual desktop interface

Software virtualization

Improved backup / disaster recovery

Asset management

0% 20% 40% 60% 80% 100%

57%

53%

51%

44%

38%

30%

Did you use the migration as an opportunity to implement any of the following technologies?

(Mark all that apply.)

24

Delaying issues

Application incompatibility

Budget

Hardware incompatibility

Pilot test failure

Other initiatives of higher priority

0% 20% 40% 60% 80% 100%

52%

40%

39%

27%

17%

Which issues, if any, hindered migration or caused a delay?(Mark all that apply.)

25

Machine types

Existing machines that you upgraded from an old operating system

New machines with Windows 7 pre-installed

Existing machines that you wiped clean and installed a fresh operating system

Fresh installs on new machines

0% 10% 20% 30% 40% 50%

37%

25%

25%

21%

What percentage of your migration to Windows 7 involved each of the following situations?

26

Machine types

0

1

2

3

4

5

65 5

4

2

How long did it take you to migrate each machine to Windows 7?(In hours)

(Medians shown)

27

Previous operating system

Windows 3.0 or 3.1

Windows 95

Windows 98

Windows 2000

Windows ME

Windows XP

Windows Vista

Mac OS

Linux

0% 20% 40% 60% 80% 100%

1%

1%

1%

4%

1%

67%

25%

0%

0%

Which operating system did you use before you migrated to Windows 7?

28

Influencing factors

Increased performance

Increased reliability

Better end-user experience

Better security

Easier to use

Microsoft was ending support of the OS we were using

64-bit support

Our policy is to stay current with Microsoft's OS platforms

Improved help desk support

Other (Please specify)

0% 20% 40% 60% 80% 100%

63%

55%

47%

46%

42%

37%

36%

34%

17%

2%

Which of the following factors influenced your decision to migrate to Windows 7?

(Mark all that apply.)

29

When to upgrade

Immediately after the new OS is released

1 to 6 months

6 months to 1 year

1 to 2 years

Longer than 2 years

After SP1 is released

After SP2 is released

0% 10% 20% 30% 40% 50%

5%

21%

35%

27%

7%

2%

2%

How long do you feel it is best to wait after the release of a new OS to allow the company (such as Microsoft) to work out any bugs?

30

Economic impact

No impact

Small impact

Medium impact

Fairly large impact

Huge impact

0% 10% 20% 30% 40% 50%

15%

30%

33%

18%

4%

How big of an impact did the economy have on the timing of your migration to Windows 7?

31

Current machines vs. new machines

Processor speed of current hardware

RAM capacity of current hardware

Budget

Age of current hardware

Information that might be lost in the event of a clean install

Storage capacity of current hardware

The number of unique applications installed on the workstation

Whether users are storing files locally or on a network

Video capabilities of current hardware

How many people use the PC

0% 20% 40% 60% 80% 100%

75%

75%

74%

73%

71%

70%

67%

59%

58%

53%

In your opinion, how important is each of the following factors in decid-ing whether you install a new operating system on an older machine vs.

buying a new machine?(Somewhat/extremely important shown)

32

Upgrading vs. fresh install

Processor speed of current hardware

Age of current hardware

RAM capacity of current hardware

Storage capacity of current hardware

Information that might be lost in the event of a clean install

Budget

The number of unique applications installed on the workstation

Whether users are storing files locally or on a network

Video capabilities of current hardware

How many people use the PC

0% 20% 40% 60% 80% 100%

76%

74%

74%

71%

71%

70%

70%

60%

58%

57%

In your opinion, how important is each of the following factors in decid-ing whether you upgrade your operating system vs. doing a fresh in-

stall?(Somewhat/extremely important shown)

33

Communication

Management

Line-of-business managers

End users

0% 20% 40% 60% 80% 100%

58%

58%

57%

How much coordination and communication with management, line-of-business managers, and end users was required to make migration to

Windows 7 occur efficiently and with as little disruption to the company work as possible?(High level shown)

34

End user reaction

After the learning phase for Windows 7

During the learning phase for Windows 7

During the migration

0% 20% 40% 60% 80% 100%

67%

61%

57%

What percent of your end users who migrated to Windows 7 were somewhat/extremely satisfied during each phase of your migration to

Windows 7?(Means shown)

35

IT workforce involvement

Median0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

45%

What percent of your IT workforce was involved in your migration to Windows 7?

36

Setting ROIs

Yes57%

No43%

Did you set an expected ROI before you implemented your migration to Windows 7?

37

Meeting ROIs

Yes91%

No9%

Did you meet the ROI you set for your migration to Windows 7?(Only asked of those who set an ROI prior to implementation)

38

Affected factors

Performance

End user experience

Security

Reliability

Ease of use

Endpoint management

Help desk support

Other (Please specify)

0% 20% 40% 60% 80% 100%

79%

76%

76%

74%

69%

66%

63%

39%

Did each of the following factors increase or decrease after migration?

39

Minimizing cost

Planning

User training

Upgrading of operating systems

Reinstalling applications

Troubleshooting

User setup post-migration (settings, etc.)

Capturing user settings

Inventory

Writing and testing scripts

0% 20% 40% 60% 80% 100%

81%

81%

79%

79%

78%

76%

73%

72%

69%

How important are each of the following in minimizing the cost of migration?

(Somewhat/extremely important shown)

40

Successful migrations

Planning

User training

Troubleshooting

Reinstalling applications

Capturing user settings

Upgrading of operating systems

User setup post-migration (settings, etc.)

Inventory

Writing and testing scripts

0% 20% 40% 60% 80% 100%

82%

80%

79%

77%

76%

76%

76%

74%

72%

How important is each of the following activities toward the success of migration to Windows 7?

(Somewhat/extremely important shown)

41

Migration process

Planning

Upgrading of operating systems

Reinstalling applications

Inventory

Running pilot tests

Capturing user settings

Writing and testing scripts

User training

Troubleshooting

User setup post-migration (settings, etc.)

0% 10% 20% 30% 40% 50%

18%

12%

10%

9%

9%

9%

9%

8%

8%

8%

What percentage of the migration process (overall, for all machines upgraded) was dedicated to each of the following activities?

(Means shown)

42

Automation vs. manual

Automated54%

Manual46%

What percentage of the migration process was automated? Manual?(Means shown)

43

Previous migrations

Windows 3.0 or 3.1

Windows 95

Windows 98

Windows 2000

Windows ME

Windows XP

Windows Vista

Other (Mac OS, Linux, etc.)

I have never performed an OS migration

0% 20% 40% 60% 80% 100%

0%

0%

2%

5%

2%

64%

23%

1%

2%

What was the last operating system to which you migrated?

44

Previous migrations

Extremely easier

Somewhat easier

About the same

Somewhat more difficult

Extremly more difficult

0% 10% 20% 30% 40% 50%

20%

36%

31%

10%

3%

Was this migration easier or more difficult than your last one?

45

Migration tools

Ease of use

Cost

Automation of migration processes

Ability to customize migration processes

Post-migration management

Ability to migrate from various operating systems

0% 20% 40% 60% 80% 100%

84%

80%

78%

77%

76%

75%

Rate the importance of the following elements in a migration tool.(Somewhat/extremely important shown)

46

Post-migration issues

Office settings

User profiles

Links to network drives

User files and documents

Email

Browser favorites

Contacts

0% 10% 20% 30% 40% 50%

15%

14%

14%

14%

12%

12%

11%

What percentage of users had problems with each of the following post-migration?(Means shown)

47

Migration approaches

Batch migration (Migrate in batches)

Gradual migration (Migrate on a hardware refresh schedule)

Mass migration (All endpoints migrated at once)

0% 20% 40% 60% 80% 100%

54%

29%

17%

Which approach did you use / are you using for your migration?

48

Migration approaches

Batch migration (Migrate in batches)

Mass migration (All endpoints migrated at once)

Gradual migration (Migrate on a hardware refresh schedule)

0% 10% 20% 30% 40% 50%

47%

29%

24%

In hindsight, considering both ease of process and financial re-quirements, how would you recommend executing your migration?

49

Incompatible applications

Replace applications

Use solutions such as application virtualization

Maintain some systems on the old OS

Repair applications

0% 20% 40% 60% 80% 100%

71%

68%

65%

61%

How effective are each of the following methods for handling applica-tions that aren't compatible with Windows 7?

(Somewhat/extremely effective shown)

50

Pre-migration captures

User files and documents

Links to network drives

User profiles

Email

Office settings

Contacts

Browser favorites

0% 20% 40% 60% 80% 100%

83%

82%

82%

80%

78%

77%

69%

How important is it to capture each of the following prior to migration?(Somewhat/extremely important shown)

51

Helpful factors

Advance planning

Training

Performing a pilot test

Upgrading hardware sufficiently before migration

Proper inventory

Consistent packaging

0% 20% 40% 60% 80% 100%

83%

80%

78%

77%

73%

70%

Rate the following factors on how helpful they are for reducing requirements for intervention and desktop visits.

(Somewhat/extremely helpful shown)

52

Helpful factors

Advance planning

Training

Performing a pilot test

Upgrading hardware sufficiently before migration

Proper inventory

Consistent packaging

0% 20% 40% 60% 80% 100%

83%

80%

78%

77%

73%

70%

Rate the following factors on how helpful they are for reducing requirements for intervention and desktop visits.

(Somewhat/extremely helpful shown)

53

Pilot tests

Median0

1

2

3

4

5

6

7

6

How many pilot tests did you perform over the course of your migration to Windows 7?

54

Automatic vs. manual migrations

Median0

2

4

6

8

10

12

14

1615

How many individual workstations would make it worth the investment in automatic migrations vs. manually migrating each?

55

Hardware specifications

Windows Experience Index

Processor speed (GHz)

Analyst report

CPUID

Published reviews

Number of cores

Passmark

Futuremark

Other (Please specify)

0% 20% 40% 60% 80% 100%

52%

48%

40%

33%

28%

28%

24%

22%

6%

Which metric do you use to determine whether a processor is suitable for running Windows 7?

56

Hardware specifications / recommendations

1 GHz

1 to 2 GHz

2 to 2.5 GHz

2.5 to 3 GHz

More than 3 GHz

0% 10% 20% 30% 40% 50%

8%

30%

37%

20%

5%

2%

7%

23%

39%

30%

Regardless of what Microsoft recommends, in your opinion, what is the minimum processor speed you would suggest for a machine running

Windows 7? The optimal processor speed?

OptimalMinimum

57

Hardware specifications / recommendations

Minimum Median Optimal Median0

0.5

1

1.5

2

2.5

3

3.5

4

4.5

2

4

Regardless of what Microsoft recommends, in your opinion, what is the minimum amount of RAM you would suggest for a machine running

Windows 7? The optimal amount?(In gigabytes)

58

Hardware specifications / recommendations

100 to 200 GB

200 to 500 GB

500 GB to 1 TB

1 to 2 TB

2 to 4 TB

4 TB or more

0% 10% 20% 30% 40% 50%

34%

31%

18%

11%

5%

2%

5%

24%

29%

21%

15%

6%

Regardless of what Microsoft recommends, in your opinion, what is the minimum amount of storage you would suggest for a machine running

Windows 7? The optimal amount?

OptimalMinimum

59

Hardware specifications / recommendations

128 MB

256 MB

512 MB

1 GB or more

0% 20% 40% 60% 80% 100%

10%

29%

37%

25%

2%

10%

21%

66%

Regardless of what Microsoft recommends, in your opinion, what is the minimum amount of video RAM you would suggest for a machine run-

ning Windows 7? The optimal amount?

OptimalMinimum

60

Hardware upgrades

RAM Processor Storage capacity Video0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

30%25%

20% 20%

In what percentage of the machines you migrated to Windows 7 did you upgrade each of the following?

(Medians shown)